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Dr Alastair Smith, Chief Executive of Avacta Group plc commented:
“I believe that we are on the verge of a paradigm shift in how chemotherapy is delivered to cancer patients.
Not confident then…
If you compare the 6000 data, with other development outcomes ,it’s likely there.
Gla
H10
https://www.astrazeneca.com/media-centre/press-releases/2022/enhertu-efficacy-results-in-her2-low-breast-cancer.html
Crystal ball anyone?
The greater value,I’m sure doesn’t need saying is in Av is the ‘Affimer platform’.
A robust offering even at early stage.
AS comment in Vix interview re ‘ uptick in interest ‘ says it all.
Scale and potential in the ‘lap of the gods’, but > 50% chance .
GLA
RMFG, most telling comment illustrating the relevance of oncology drugs to BP. Thanks
GLA
P3 .if there’s an offer the board are obliged to consider etc.
Chance GF >50% .
15+ BP seeking oncology improvements , some desperately.
Affimer @appliaction tech now “proven ostensively”
Potential fireworks for the market GF.
DYOR
At the risk of being repetitive, distinctly a possibility. Certainly >50% chance to use the right terminology.
GLA
Prof cheese, noted sentiments. But AS etal, will have directors duty to consider shareholder ps etc in the event of a BP approach. In view of its ‘unique offering’ with wide applicability, chances are very high of this happening. Recent Novartis director comments are but one eg of the ‘ warmin up’. Not a ramp., just a reasoning of what is likely here.
Besten
The most important and telling commentary thats to be heeded by any investor.
Efficacy data to come, but it’s feasible in view of the “importance/ unique nature”of Affimer tech ,that someone will break ranks beforehand ( they probably already have expressed a collegiate interest, that’s BP).
The most important and telling commentary thats to be heeded by any investor.
Efficacy data to come, but it’s feasible in view of the “importance/ unique nature”of Affimer tech ,that someone will break ranks beforehand ( they probably already have expressed a collegiate interest, that’s BP).
GLA
IC , whaler family not likely to sell…. But Gravelys is poss. in Harrogate..just on’t makt.
Gl
DTW, well said, I’m retired from a BP , and I don’t think I can recall a hipot ,with such a spread of applications. Evidence like that of today continues to build.
We are seeing a ‘step change in vivo’ ( pun)
Wish I was working now for Avacta , the scientific group which have created this story ,will be well sought after in their careers GF.
Remarkable science..
GLA
GLA
Wow a whole new string to the bow?
Superbly illustrates the oncology focus .
GLA
Noted ,my ? was around extrapolating (potential) future Av revenue(s) , then a guesstimate of Av value would likely put it in the same ball park.
Until it’s rolling though ,it’s all conjecture as you say.
Nevertheless in stats terms , greater than a 50:50 chance of success !
GLA
The herd are here…
Heads up.
27bn for 1.8bn t/o.
Noted in profit etc etc. But do the Av projections…?!
GLA
https://www.biopharmadive.com/news/amgen-horizon-deal-close-complete-acquisition-ftc/695860/?utm_source=Sailthru&utm_medium=email&utm_campaign=Issue:%202023-10-11%20BioPharma%20Dive:%20Commercialization%20%5Bissue:55371%5D&utm_term=BioPharma%20Dive:%20Commercialization
Apologies typos corrected..
Avacta’ ‘ breakthrough’ ,will now be so well known in BP circles that it’s the’ hot potato’.
This an industry which is collegiate of necessity , therefore AS is now likely to know whose interest he would like to cultivate for the businesses benefit going forward.
The declared intent is licensing/ partnering etc. However ,left of field would be the full offer in view of the sig.potential of the Affimer platform.
We’ll see …poss Takeda in view of links .
GLA ( less needed than previously)
Avactas breakthrough’ will now be so well known in BP circles that it’s the’ hot potato’. This an industry which is collegiate of necessity , therefore AS is now likely to know whose interest he will like to cultivate for the businesses benefit.
The declared intent is licensing/ partnering etc. However left of file would be the full offer in view of the sig.potential of the Affimer platform.
We’ll see …poss Takeda in view of links .
GLA ( less needed than previously)