Member Info for Yorkshirepragma

https://www.pwc.com/gx/en/services/deals/trends/health-industries.html

CEO might well do bets to live by the ‘ sociallly responsible’ principles it declares. For eg shorting Avacta whilst it’s cancer trails are borne by rather brave patients , Jupiter shorts company.
What a load of corporate drivel . Quite poor and as a Jupiter holder I’m off.
Can’t stand bad rhetoric from a company.
CEO and Jupiters PR team fail to respond to query on this . Says it all.

Jupiters strategy …social support ….CEO needs to be ashamed of himself. Corporate rhetoric at its shameful worst.
Whilst patients join the programme the Jupiter business bets against its success.
What a load of corporate rubbish.
Jupiter CEO should be ashamed.

Gmcc, comments on ‘superchemo’ represent great next phase of treatments in multi $bn market well made. As well as a kinder better treatment one hopes too.
On finalisation of date $2n MCAP.ad risk with buyers interest?
GLA

CCXI acquisition …&ANCA is a ‘rare’ disease .

https://www.biopharmadive.com/news/roche-tecentriq-subcutaneous-formulation-merck-patents/628635/?utm_source=Sailthru&utm_medium=email&utm_campaign=Issue:%202022-08-03%20BioPharma%20Dive:%20Commercialization%20%5Bissue:43579%5D&utm_term=BioPharma%20Dive:%20Commercialization

https://www.biopharmadive.com/news/biopharma-deals-mergers-acquisitions-2022-first-half/626798/

Warming up…see article

LLP..3/1? they have been mentioned on the rumour mill 4 sure.
GLA

Takeda..6/4
GSK …12/1
AZ…?

https://www.takedaoncology.com/……interest from this company….6/4 on
GLA

https://www.ft.com/content/77e0a8de-bbf6-4a2d-9918-a199c398626e

Walmsley….more cash for acquisitions.
Should warm up the show a bit…and all the others too….
GLA

‘Free up’ of GSK , very helpful to potential M&A for sure.
Not mentioned as a possible ,by Myles M who has an ear to the ground ,but they’ll be able to move on and certainly otw.
GLA

As an old bold buyout team member ( retired) , a few things point towards M&A being possible / prob.
Alastair’s cheerful demeanour at GM. & Myles cheeky question raising a smile, ‘radio silence’ ( no Vox interviews)…and above all a likely superb product slate gf. to the hopefully great benefit to cancer sufferers.
I’d say 3/1 on at least …
Time will tell

https://www.seagen.com/

…M & A possibilities. ….and clearly further realisation it’s a multi BN market.
As well as a breakthrough in the ‘ kindness’ of cancer treatments.
God bless…

Good summary of the tech science. Disaster that Porton messed up, as did the managing team for the gov. process….disgrace

All the majors are going to be playing M&A catch up ,post Covid.
Business bonuses always have an expansion target at the top.
Rationally, a wide ranging Affimer application from Avacta and an enhanced drug application ,will be a target for many.
GLA

https://www.biospace.com/article/pwc-report-expects-flurry-of-deals-across-life-science-industry/?s=79

https://www.biospace.com/news/mergers-and-acquisitions/

Notably strategy’s usually to buy it out rather than build .
Interesting that broker accredits sig.value to this dev.