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“Considering the dynamic interplay of all these factors that we elaborated on, including strong fundamentals, incremental catalysts, remaining uncertainties and potential headwinds, on balance our outlook for 2024 is more bullish compared to 2023.”

Therefore, at this point in time, we forecast aggregate M&A deal value to reach $180-200Bn in 2024.

‘Growth gap: Between 2023 and 2030, $210-$250Bn of biopharma industry revenue is facing LoE exposure in the critical US market alone, thus creating an urgency to replenish pipelines and portfolios to drive future growth.’

Https://www.iqvia.com/blogs/2024/01/biopharma-m-and-a-outlook-for-2024

BP in need of expansion…

Bella makes good point below. Past failures from tox might be revisited by BP.

Below Nature 23 extract

‘Drug developers spent US$1.6–2.3 billion to test 16 IGF1R inhibitors in 183 cancer trials in more than 12,000 patients — without a single oncology approval to show for it. Due to tox issues.

ATBD’. Well taken .. and as quoted illustrates a very honest view from Av.

Behind this their ethical and scientific approach to the whole process is praiseworthy IMHO. The two go ‘hand in hand’.

Patience is rewarded ….

The upcoming data should reveal all , and for the brave n participants of the trails I pray it’s been benificial . Cancers a hard cross to bear..

.

Illustrated value of Pharma. Success.

Https://www.biopharmadive.com/news/biotech-pharma-deals-merger-acquisitions-tracker/604262/

Novo to invest share of Wegovy windfall in UK life sciences

https://www.thetimes.co.uk/article/c9298438-124b-4c79-9982-f1c3fbbcf068?shareToken=c53c3e9b0b7efa0c36dacb15cf25cd57

Support from Novartis and many others on Linked in for announcement . Not unusual but positive neverthless

Https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7000168/

The efficacy of Dox in paediatric oncology , is all you need to know.

This is a significant step forward.

Posters likely selected as they’re a late call presenters option . Nothing more.

The impact on pediatric cancer care is particularly relevant.

There’s no doubt Dx was a necessary complication. However it offers a supporting +++ for the overall picture.

Going forward Therapeutic support the key here..

There IS large Pharma interest..wait on

The key points are

- proven concept ..value $1-2 bn current form

- funding to next stage supported

- supportive data illustrating efficacy ..value ethically *** market $1_2 bn current.

- interest declared ( see Dec RNS)

- competent scientific and newly upgraded commercial team.

- board ( despite reservations herein) of international repute.

- spinnoff likely (or other) of Diagnostics to shareholders +

- USA listing declared intent.

What’s there not to like ?

Paul, Alastairs invested his career …have faith !

From a medical efficacy perspective. …Amazing. And truly wonderful for the brave patients,

.

Nuff sad…

Kev, well said.

The key points are

- proven concept ..value $1-2 bn current form

- funding to next stage supported

- supportive data illustrating efficacy ..value ethically *** market $1_2 bn current.

- interest declared ( see Dec RNS)

- competent scientific and newly upgraded commercial team.

- board ( despite reservations herein) of international repute.

- spinnoff likely (or other) of Diagnostics to shareholders +

- USA listing .

What’s there not to like ?

LTH

Https://www.iqvia.com/insights/the-iqvia-institute/reports-and-publications/reports/global-oncology-trends-2023

Dr Simon Bennett, Chief Business Officer, Avacta Therapeutics commented:

"Avacta is at a pivotal point, having recently announced clinical data that have already begun to generate interest from potential commercial partners.

Https://www.biopharmadive.com/news/biotech-pharma-deals-merger-acquisitions-tracker/604262/

Updated reg.