focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Based on M&A recent history, then
- Current value $ 2bn+|-
- with later phase and higher pot then$ 3-5bn+|-
DYOR
Good commentary….
2 “plums”. on Wed would be
- . A positive Data set , well explained.
- ',some insight into partnering to take this forward commercially etc
GLA
.-
11/…commercial strategy 5/23
AVA6000
Potentially partner phase 2 …
Let’s see
Avacta brief…commercialisation
“Potentially partner AVA6000 for phase 2.”
Wonder where this is to date..
Key point
Dyslexia rules ok
No…Blenrep now under trail for Myeloma ( with adjunct to enhance treatment) .prev. a Sierra product ,GSK bought Sierra for$1.5 bn early doors.
GSK sees this as a ‘blockbuster ‘….
Cf AVA 6000…
Ahem…
Illustrates value of success.
JC , indeed , a traders share its seems!
Rumour rise….
& it would be interesting to know where the “uptick in interest”( following initial results/AS Quote ) is emerging from ?!
We’ll see( soon perhaps)
GLA
Https://www.fiercepharma.com/special-report/top-10-cancer-drugmakers-2024
That’s competition…
With the ‘risk’ reduced due to AVA6000 being a variation on Dox ,you’d think 15+ major pharma would be in completion for this tech. It’s unique.
… probably are already .
AS comment on the data was I recall …more than 50% chance of success. Scientific speak for its ‘ as likely as not done’.
My prediction with the data emerging we’ll see some ‘significant interest’.
Does AS want to be a CEO growing a new company,or a well paid successful BP bod.?
We will see as this co progresses…
Great listen, oncology top of tree for BP, and 15+ looking for growth .
a Sure data set will see a few hands played no doubt.
GLA
& ‘ uptick in interest ‘( in tech) since data emerged positively.
( VOX 10 m in)
…says it all..
Https://www.biopharmadive.com/news/biotech-pharma-deals-merger-acquisitions-tracker/604262/
Prediction.
Unless deals done of significance by Av in next 6 m, predatory bid ($ 3-6 bn)
Alex, also thanks. An ‘extraordinary’ indication of the application range of Affimers.
Mind blowing….
F…going forward…regards
One additional point.
-CEO has indicated ‘ uptick in ( external ) enquires , since data emerged . ( VOX interview)
GLA
1. + ve Data consolidating gf
2. CEO offering supportive view( paradigm shift)
3. Stateside support vis funding ( hist) hence collective interest in place
4. Unique Affimer platform ,a golden opportunity for BP expansion.
5. BP require expansion to succeed(15+) .
GLA