Member Info for Yorkshirepragma

https://www.investopedia.com/terms/s/shortsqueeze.asp

Birdieman, what prog what time? Ta

Value of pipeline Precision ….how longs a piece of string?

https://www.b3cnewswire.com/202112022296/itm-and-navigo-proteins-announce-research-collaboration-to-develop-fap-targeting-radionuclide-therapy-to-address-solid-tumors.html

Illustrates interest in FAP delivery.

A significant step. Next week will no doubt reveal more.
GLA

https://www.bloomberg.com/news/articles/2022-11-10/astrazeneca-lifts-earnings-guidance-amid-strong-demand?leadSource=uverify%20wall

M.Cap. On good results 1_2$bn, with good publicity arising 2-3$bn +
GLA

https://www.glpg.com/stock-chart

2 bn +/- mcap ; 50 rev approx….

Potential $2-3bn
Simples….

Causing a complete or dramatic change…
In….…Carefully chosen if it’s an up front pointer!?
GLA

https://www.jnj.com/tag/oncology

And sig. oncology interest of course.

https://www.biopharmadive.com/news/johnson-johnson-abiomed-medtech-acquire-deal/635462/?utm_source=Sailthru&utm_medium=email&utm_campaign=Newsletter%20Weekly%20Roundup:%20BioPharma%20Dive:%20Daily%20Dive%2011-05-2022&utm_term=BioPharma%20Dive%20Weekender

https://www.nature.com/articles/d43747-022-00033-5

Largely around novel Genetech ….whatever would Dox variation ‘tried and tested ‘ be worth?
GLA

RAH, the calculations for biotech AQ, as you suggest bit odd. Often about potential, etc etc, and Avacta has this in quantity. In the instance of data coming forward as ‘positive’ ,this should catalyse sig. interest. Its almost ‘certain’ that AS et al have had discussions with many re potential.
It’s a question of who’ll move first …of several.
Would be great for the Avacta team as a scientific/ commercial vindication of all their efforts, as well as LTH.
With interest ,suggest €4n +/- approach likely . Not many tech.opportunities like this around?.
GLA

Multiples
https://finerva.com/report/biotech-genomics-2022-valuation-multiples/
I’d say conservative$bn 1-2 on good results and thereafter down to ‘the herd’ who’ll pile in subject to publicity.
GLA

$4bn. Interesting to c/f. Totally different target base, however largely ‘ in development’.
https://ir.biohaven.com/static-files/2dfd9a38-a99c-460e-a27b-6b6ca537f4e1

https://www.wsj.com/articles/secretive-high-speed-trading-firm-hits-jackpot-with-tiktok-11601544610

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

Jonesey, it’s feasible, suggest read the Myles M papers. I’d say v good chance ( better than aSirius?) 4 sure.
Gl

Diolch