Member Info for Yorkshirepragma

‘assets are all attracting substantial interest from multiple parties for potential partnering’….dont see that statement very often!

Exatecan !

Https://api.omrglobal.com/report-gallery/exatecan-market/

It would be good to hold the team together in a tech licensing scenario ,in view of the clear team synergy and ability to create some great chemo chemistry …. Quite an achievement.

There’s no doubt that to the appropriate party there’s potential .

A $1~3 bn buy would be minimum now, as proven platform etc .

It would be preferable if there’s an appetite in the AV board to ‘go licensing’, increasing the intelligence / commercial value as time progressed ,to a sig. higher val ,with $ returns as you go forward to keep the show on the road.

Unsurprisingly investors will not be part of the decision , other than the institutional set. And serendipity will play a large part ime..

Https://www.novartis.com/news/media-releases/novartis-agrees-acquire-pan-mutant-selective-pi3ka-inhibitor-strengthening-its-breast-cancer-pipeline

Https://www.dayonebio.com/

Https://www.analysisgroup.com/globalassets/insights/publishing/2024-biotech-asset-valuation-methods.pdf

Https://www.dayonebio.com/our-science/pipeline/

Https://servier.com/en/newsroom/acquisition-day-one-biopharmaceuticals-rare-oncology/

Sorry forgot to add “…EOI in place or I’ll eat my hat”…

EOI in place…..

An oncologist friend described to me the analogy that Antibody adjuncts are the ‘Mercedes’ treatment & mainly for more complex cancers , whilst chemo is the ‘ford focus’ of the medical world used with great effect to ge5 you from a to b…

An enhanced delivery of suberb chemo drugs is of significant value both the poor patients and commercially.

Https://www.dayonebio.com/a-first-in-class-opportunity-with-emi-le-a-novel-adc/

V, who knows . CC specific business comments within this presentation refers .

Regards

Novartis 2/1

AZ 3/5

Takeda 3/1

Https://www.linkedin.com/posts/trinity-delta_avacta-trinity-delta-activity-7431986541687631872-Wvvr?utm_medium=ios_app&rcm=ACoAAAPkCiYBHtTJNIz1eN2Rcmr0FlqMoKwJop0&utm_source=social_share_send&utm_campaign=copy_link

Https://www.bit.bio/events/cowen-2024

The ‘ interesting ‘ theme in key attendees spiel , is the theme of ‘ accelerate’.

NB pre commercial .

Https://www.aviditybiosciences.com/platform/aoc