Member Info for Yorkshirepragma

Https://www.astrazeneca.com/our-therapy-areas/oncology/medicines-portfolio-and-pipeline.html

17 new chemo drugs in development, many of which would be enhanced by Av. ‘Tech’..

GLA

FDA commentary a most relevant plus , together with 3 level drug option pattern, which expands potential 100x .

GLA

The PC note certainly merits scrutiny as it misunderstanding re phases & net conclusions bewilder for a PhD Cantab … am sure this will be reviewed by Deutsch.

As to current value it’s obviously likely that Q4 release if potential applications will crest interest in few areas.

The pharma interests that are associated with these , will inevitably have been warmed up by the CD.

Interest might appear at any juncture( or not) ,but equitable stage developers run $1-2bn in a good day.

GLA

‘ to hear a word,to hear a word in season’…

Cambridge ed… missing on common sense and attention to the facts..

It’s not a treatment study .. silly Deutsch..

Fascinating that GSA shorter are mainly Deutche lads lasses?

Small world….?

Data opens up sig. market ,extraordinary result.

Proven mechanism via 6000

Efficacy to level accepted with oncology treatments

STS / Salivary target

FDA quick route potential

Great team with PR improved

Pipeline potential imminent

Etc

What’s there not to like…

Where’s that Aligote?

GLA

Conclusion on FAP low , only , needed for release of (a) designed drug very sig.

Stand by your beds I’d suggest…

Current worth $1-2bn…

GLA

Little Avacta makes a very inviting target, when you consider then cost of ‘ failure’ in drug development.

GLA

For a reality check listen to Q&Afrom AGM. Posted online near time.

Clearly board see the potential and with a following wind the company will likely do some decent deals or as the chair reflects ‘ have a nice problem’ if there’s a BP offer .

If you take a look at recent deals then early doors company’s such as this might reach $1bn+, and as strength develops more.

The ideas pipeline CEO defers to might create some interest or not.

In the lap of the gods…

GLA

Https://www.biopharmadive.com/trendline/oncology-cancer-research/63/?utm_source=BPC&utm_medium=InlineAug21&utm_campaign=ThermoFisherScientific&utm_content=ad-INLINE_SPOT_1&utm_term=66489

H, relevant post illustrating that deal making can bring in +$1bn level ,without breaking up a co. Clearly potential for Av. As has been mooted from CC rhetoric that commercial deals are brewing.

Substantial effort to retain ,and achieve bets outcomes from a team , are clearly in train here . Not always the case you find a mature energy such as this in a co.

JDI

The development of this co,is interesting in that there was early stage multi investment ( inc pharma dev. funds). Analogy might suggest improved investment in nav. would assist same outcome.

Commercial directors been ‘ very busy’,be good to something delivered .

Https://www.biopharmadive.com/news/lilly-morphic-acquire-deal-ibd-colitis-crohns/720676/

GMCC thanks great insight .

It will be interesting to see what the Avacta ‘clever pipeline’ brings forward ,as promised in CCs presentation at the AGM. Clearly they are going to put alot of store by this , equitable with the forward dIscussion given.

Details are in AGM recording !

Q&A 2nd half says it all. Hold tight…

Awful lot of conjecture on this board. Reposting this for ‘ accuracy’.good reading

https://www.dropbox.com/scl/fi/z029dn70i8tlvaspj34u5/Glaziers-Hall.m4a?rlkey=bl20tjc8qah4i1rkjmlvuyoye&e=1&dl=0