Member Info for Yorkshirepragma

“Any further business development deals are more likely to be targeted, strategic asset acquisitions, within our existing areas of focus and/or expertise. The recent announcement of our intent to acquire NDI-034858 is a good example.”
From the company.
GLA

https://ir.exelixis.com/

After commercial move, with larger company support etc
MCAP..bns
Gla

Mat, well said. My view $1~2 bn on good news. With interests in the platform and good press the n +++.
GLA

Starbright, your points on future share movement on positive data well made. The only question impacting matters GF is that the proving of a platform mechanism could well alter the interest level, all unpredictable to some extent.
GLA

To the brave patients involved in the programme…..
Best wishes

That’s strategy…

Takeda/ Nimbus acquisition.
Hard not to be enthused about this ,with the TK intention to continue its high growth, sound financials and above all its close link to Avacta.
As world pulls back to ‘ more normal’ business M&A activity should increase.
Picking off plums seems a good stretchy on TKs part. Less upfront risk ,promising success only need apply.
….

https://www.takedaoncology.com/science-research/pipeline/

Interestingly all solid tumour dev. early stage.

Unfortunately not much

Takeda .14-16% ann growth delivered via 45% internal rev.
Healthy !

https://www.takeda.com/newsroom/newsreleases/2022/takeda-emphasizes-strategy-for-delivering-sustainable-growth-over-next-decade-at-the--40th-annual-jp-morgan-healthcare-conference/

Here we go….

Watching. I don’t subscribe…first 2 paras then see Nimbus news. It’s all there.
Key point ? Prime partner just bought significant ( in dev.) company.
Will they do another ?
My guess probably.
& silence is golden , or you’re going through DD. I’ve been there.
GL

Forget the other stuff…

https://www.bloomberg.com/news/articles/2022-12-13/takeda-to-pay-as-much-as-6-billion-for-nimbus-immune-drug

https://www.nimbustx.com/2022/12/13/takeda-to-acquire-nimbus-therapeutics-highly-selective-allosteric-tyk2-inhibitor-to-address-multiple-immune-mediated-diseases/

Easier link…
Something similar for Av …almost certain with 1/2 decent data..
GLA

$6bn paid by Avacta major parter / shareholder Takeda for a stage 2 eval component of their portfolio….and Nobody blinks? …bizarre…

Nimbus…With a suite of items in trail,albeit later?!
Gla

Another sign of….. ?
When approached tread water.
Interesting…
GLA
Potential Xbn forward sales …x Y…

Sadly a hope…

On good news m.cap$1-2bn. With. G. Publicity etc +++
GLA

ES, thanks for link. Striking that Av offering seems least complex and as such pot. likely to succeed.
Cheers