Member Info for Yorkshirepragma

In my experience of direct takeover involvement , any agreements can be addressed readily.

Often seen as a plus , dependant on ‘value’.

Still a hot ish potato, methinks

GLA

Roche/ Abbevie, most in need to good AQ bolt ons.. who knows what…time will tell..

Bruce, Very relevant findings. Tbn

GLA

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

There are 20+ Lp …no worties

& the relevant info is within the last Q&A!

Simply listen…

Look folks, anyone can add + to the dialogue,here …you don’t have to accept it or even read it?

DYOR

That’s declared reflective progress. Splendid view of the future.

Interestingly and for context, >50% chance ,is applied to climate change warming Sci.conclusions by the IGCC expert panel. …and that’s relatively pragmatic I would say!

QED

DT wig, well said , …and so as a result RF dramatically reduced!

It’s highly unusual, but city hardly understand the science.

Furthermore ,thus an extraordinary opportunity for LP.

Not a ramp. I’ve spent a lot of time within R&D .

AS use of 50%certainty says it all…

GLA

Https://s27.q4cdn.com/486207181/files/doc_financials/2023/q1/20230510_RETA_1Q23_Earnings_Deck.pdf

Reality is pre sales dev companies are being purchased at ‘ value. Hence AV UNDERVALUED.

DYOR

Purchased at pre sales …

Dox a different kettle of fish to a new drug..

Close…

GLA

Https://s27.q4cdn.com/486207181/files/doc_financials/2023/q1/20230510_RETA_1Q23_Earnings_Deck.pdf…

7.3 bn

Reality

Relevant post Groot, ya vel …it’s a hi pot platform for no money…20+ will be contenders..

Gl

Companies at this stage with prospects have been purchased for $1~3bn , in the expectation that this is successful,and is an extended platform ,well anybody’s guess?..reality is large pharma will have Av in its sights .

Speak as an old bold Z bod.

As said before ..3-6 m ..bidtherer are 20+ LP seeking additional oncology prospects…simples!

At this stage of development, BP will have a large portfolio of ‘interest’ in Av. There are 20+ contenders for a bid/ licence deal. Oncology is a core issue for all.

The ‘silence is golden ‘, and the demeanour of AS et al at the recent presentation was upbeat to say the least.

3-6 months for a. Bid…

JT, ‘hats off ‘for the review. Moreover, It’s 100% certain that Global Parma ( all 20+ of these) will have their Tech Review teams reaching similar conclusions.

The very potential for repeat treatment is enough on its own from the tolerance perspective to move this forward.

Quite a remarkable achievement for AS etal.

Gla

Higher in first 40 mins…here we go