Member Info for Yorkshirepragma

https://www.biopharmadive.com/news/takeda-hutchmed-fruquintinib-cancer-drug-licensing/640933/?utm_source=Sailthru&utm_medium=email&utm_campaign=Issue:%202023-01-23%20BioPharma%20Dive%20%5Bissue:47473%5D&utm_term=BioPharma%20Dive

1. Tremendous result from trails
2. Potential vis rejuvenation of Dox
3. Majors seeking easy derisked return
…done deal 1-2bn +++ on publicity/ majors mentions.
GLA

Quite an accolade…

Oran, thanks ,great commentary in this link. 22m in almost dropped my old peculiar. Bodes well.
GLA

…6 month max… pred.

Looking forward to M& A interest being revealed…inevitable.
GLA

https://tracxn.com/d/acquisitions/acquisitionsbySanofi

2 plays 3m, still v. healthy.!
GLA

https://www.ft.com/content/325b75d9-5148-4635-b9c2-63244fa74936

https://*********************/research/trinity-delta/trinity-delta-lighthouse-avacta/33_e828f262-33b5-48f5-96d7-6bddba847c6a/16798247-ce46-4970-adf4-2c455cbf62ba

Outcomes.
1. Treatment efficacy improved..value insurmountable.
2. MCAP. 1-5bn…relevant
3. Within 6 m,. JV /licensing /other / bought. ..ok if this goes ahead I’ll. give substantially to a good charity. Value tbk..
GLA

And on a sober note, 25% of child tumours are not treatable with Dox( in current form) ,due to tox issues. Here’s hoping Alastairs teams done the business.

AS has derived a much sought after commercial product.
All pharma seek Aq route as home frowns just too risky.
Watch this go on news..
Gla

Hurst …..prediction ..
On good news $1-2bn MCAP
With pos. publicity/ interest etc +++
Potential 5
AS I’d suggest will be on the lookout for buyer..after 17 years who wouldn’t. And Av hadn’t the fire power capability to take products to market. Others have and should for the good they’ll do.
GLA

BV.
Prediction…
$1-2bn on pos. news
+++ with news spreading
TO..anytime
GLA .

Hanoi Hank, most appropriate comment .
https://www.fiercepharma.com/pharma/m-a-large-biotech-pharma-companies-will-have-1-7t-firepower-for-dealmaking-2022
Old post, but big pharma has ground to make up.
Bids could be anytime , but must be in Avacta planning.they has limited capability to unlock commercial val. of demonstrable dramatic tech advantages from FAP release.
GLA

https://www.gsk.com/en-gb/innovation/therapeutic-areas/oncology/

Ready to go…
Results ..imminent
PR via Sci. Day with international recognition..imminent.
New key staff…imminent

Prediction
On news …MCAP $1-2bn & with publicity 2-3+
GLA

Or perhaps
?????????

Prediction.
MCAP $1-2 bn on news. +++ with publicity .
Bids 3-6 months
Joyeux Noel a tous