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RMFG, most telling comment illustrating the relevance of oncology drugs to BP. Thanks

GLA

P3 .if there’s an offer the board are obliged to consider etc.

Chance GF >50% .

15+ BP seeking oncology improvements , some desperately.

Affimer @appliaction tech now “proven ostensively”

Potential fireworks for the market GF.

DYOR

At the risk of being repetitive, distinctly a possibility. Certainly >50% chance to use the right terminology.

GLA

Prof cheese, noted sentiments. But AS etal, will have directors duty to consider shareholder ps etc in the event of a BP approach. In view of its ‘unique offering’ with wide applicability, chances are very high of this happening. Recent Novartis director comments are but one eg of the ‘ warmin up’. Not a ramp., just a reasoning of what is likely here.

Besten

The most important and telling commentary thats to be heeded by any investor.

Efficacy data to come, but it’s feasible in view of the “importance/ unique nature”of Affimer tech ,that someone will break ranks beforehand ( they probably already have expressed a collegiate interest, that’s BP).

The most important and telling commentary thats to be heeded by any investor.

Efficacy data to come, but it’s feasible in view of the “importance/ unique nature”of Affimer tech ,that someone will break ranks beforehand ( they probably already have expressed a collegiate interest, that’s BP).

GLA

IC , whaler family not likely to sell…. But Gravelys is poss. in Harrogate..just on’t makt.

Gl

DTW, well said, I’m retired from a BP , and I don’t think I can recall a hipot ,with such a spread of applications. Evidence like that of today continues to build.

We are seeing a ‘step change in vivo’ ( pun)

Wish I was working now for Avacta , the scientific group which have created this story ,will be well sought after in their careers GF.

Remarkable science..

GLA

GLA

Wow a whole new string to the bow?

Superbly illustrates the oncology focus .

GLA

Noted ,my ? was around extrapolating (potential) future Av revenue(s) , then a guesstimate of Av value would likely put it in the same ball park.

Until it’s rolling though ,it’s all conjecture as you say.

Nevertheless in stats terms , greater than a 50:50 chance of success !

GLA

The herd are here…

Heads up.

27bn for 1.8bn t/o.

Noted in profit etc etc. But do the Av projections…?!

GLA

https://www.biopharmadive.com/news/amgen-horizon-deal-close-complete-acquisition-ftc/695860/?utm_source=Sailthru&utm_medium=email&utm_campaign=Issue:%202023-10-11%20BioPharma%20Dive:%20Commercialization%20%5Bissue:55371%5D&utm_term=BioPharma%20Dive:%20Commercialization

Apologies typos corrected..

Avacta’ ‘ breakthrough’ ,will now be so well known in BP circles that it’s the’ hot potato’.

This an industry which is collegiate of necessity , therefore AS is now likely to know whose interest he would like to cultivate for the businesses benefit going forward.

The declared intent is licensing/ partnering etc. However ,left of field would be the full offer in view of the sig.potential of the Affimer platform.

We’ll see …poss Takeda in view of links .

GLA ( less needed than previously)

Avactas breakthrough’ will now be so well known in BP circles that it’s the’ hot potato’. This an industry which is collegiate of necessity , therefore AS is now likely to know whose interest he will like to cultivate for the businesses benefit.

The declared intent is licensing/ partnering etc. However left of file would be the full offer in view of the sig.potential of the Affimer platform.

We’ll see …poss Takeda in view of links .

GLA ( less needed than previously)

Take you’re pick…

https://www.fiercepharma.com/pharma/top-20-pharma-companies-2022-revenue

If you Google M&A pharma, you’ll get this article without restriction.

GLA

Https://www.ft.com/content/e03d746c-e74c-4e95-8d12-d1edef2880d7

Only rel point in this context….it’s warming (Ed)up

Https://www.gsk.com/en-gb/investors/corporate-actions/agreement-to-acquire-tesaro/

And then acquired by GSK ..$5bn

It’s poss

13 min in …’ uptick in commercial interest’

I suspect AS et al after licences rather than full buy out..he’s mentioned this before . But you never know if the offers right and of course directors have duty to shareholders etc etc.

GLA

https://www.voxmarkets.co.uk/media/6509b4b551756d4ab6acdf9a/?context=/series/daily-podcast/