Member Info for Yorkshirepragma

Current val $ 1-2bn

With deals +++ to $4/5bn +/-

Gla

Https://www.astrazeneca.com/media-centre/press-releases/2023/astrazeneca-to-acquire-gracell-furthering-cell-therapy-ambition-across-oncology-and-autoimmune-diseases.html

Stage 1 punt by Zeneca.

$1.2bn

Av will be notably a target when first few deals are through…and they are warming up to get them in the new year.

Merry Christmas to all

VS,

I don’t see a comparator to BP, but a licensing provider generating significant rev.

Alternatively a managed sale,to which all will benefit in the AS team.

What’s in AS mind? After a decade+ from a standing start…I’d suggest the alternative.

The declared ‘ everyone needs to benefit’ can come from either but the alternative would be a simpler model. Let’s see…

GLA

Https://www.bio-itworld.com/news/2010/09/30/the-solexa-story

Tim ,well said

Todays VIP appointment says it all…

In a few months this will likely be a different prospect.

I’ll warrant a deals quite imminent as parties won’t wish to miss the boat here.

There aren’t many like this one.

Extraordinary potential value .

Rumour aside , deal will have been discussed for months.

GLA

Interested partners etc . Good start ! There’s a prompt if ever I saw one….

.jrdc.. have another… deal in the way. No BPs going to miss this one .

Watch this space.

“Patience is a virtue”

But suspect pad’ loin…

On y va…

gla

These data are Remarkable .

Congratulations Alastair and team.

Cf drug development where an increase in survival times , is seen as success.

Alastairs comment says it all.

Tremendous step in oncology treatment.

Exceptional news.

See last Q&A Elliot Foster for analysis via USA.

Av strategy is sound and sure . Inflection points follow.

One this week no doubt.

EF critical point.. Biotech funds will develop .

Gla

Based on M&A recent history, then

- Current value $ 2bn+|-

- with later phase and higher pot then$ 3-5bn+|-

DYOR

Good commentary….

2 “plums”. on Wed would be

- . A positive Data set , well explained.

- ',some insight into partnering to take this forward commercially etc

GLA

.-

11/…commercial strategy 5/23

AVA6000

Potentially partner phase 2 …

Let’s see

Avacta brief…commercialisation

“Potentially partner AVA6000 for phase 2.”

Wonder where this is to date..

Key point

Dyslexia rules ok

No…Blenrep now under trail for Myeloma ( with adjunct to enhance treatment) .prev. a Sierra product ,GSK bought Sierra for$1.5 bn early doors.

GSK sees this as a ‘blockbuster ‘….

Cf AVA 6000…

Ahem…

Illustrates value of success.

JC , indeed , a traders share its seems!