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Rumour rise….

& it would be interesting to know where the “uptick in interest”( following initial results/AS Quote ) is emerging from ?!

We’ll see( soon perhaps)

GLA

Https://www.fiercepharma.com/special-report/top-10-cancer-drugmakers-2024

That’s competition…

With the ‘risk’ reduced due to AVA6000 being a variation on Dox ,you’d think 15+ major pharma would be in completion for this tech. It’s unique.

… probably are already .

AS comment on the data was I recall …more than 50% chance of success. Scientific speak for its ‘ as likely as not done’.

My prediction with the data emerging we’ll see some ‘significant interest’.

Does AS want to be a CEO growing a new company,or a well paid successful BP bod.?

We will see as this co progresses…

Great listen, oncology top of tree for BP, and 15+ looking for growth .

a Sure data set will see a few hands played no doubt.

GLA

& ‘ uptick in interest ‘( in tech) since data emerged positively.

( VOX 10 m in)

…says it all..

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

Prediction.

Unless deals done of significance by Av in next 6 m, predatory bid ($ 3-6 bn)

Alex, also thanks. An ‘extraordinary’ indication of the application range of Affimers.

Mind blowing….

F…going forward…regards

One additional point.

-CEO has indicated ‘ uptick in ( external ) enquires , since data emerged . ( VOX interview)

GLA

1. + ve Data consolidating gf

2. CEO offering supportive view( paradigm shift)

3. Stateside support vis funding ( hist) hence collective interest in place

4. Unique Affimer platform ,a golden opportunity for BP expansion.

5. BP require expansion to succeed(15+) .

GLA

VOX interview AS…un uplift in interest …QED

Av…In the ‘ limelight ‘ then?

Certainly not a daisy

Of course…from a cautious scientist.

Regards

Dr Alastair Smith, Chief Executive of Avacta Group plc commented:

“I believe that we are on the verge of a paradigm shift in how chemotherapy is delivered to cancer patients.

Not confident then…

If you compare the 6000 data, with other development outcomes ,it’s likely there.

Gla

H10

https://www.astrazeneca.com/media-centre/press-releases/2022/enhertu-efficacy-results-in-her2-low-breast-cancer.html

Crystal ball anyone?

The greater value,I’m sure doesn’t need saying is in Av is the ‘Affimer platform’.

A robust offering even at early stage.

AS comment in Vix interview re ‘ uptick in interest ‘ says it all.

Scale and potential in the ‘lap of the gods’, but > 50% chance .

GLA

Https://news.bms.com/news/details/2023/Bristol-Myers-Squibb-Strengthens-and-Diversifies-Oncology-Portfolio-With-Acquisition-of-Mirati-Therapeutics/default.aspx