Member Info for Yorkshirepragma

Pipeline commentary ref new+ ,additive . Creation of a set of ‘ beasts’ would create a significant company.

Https://www.biopharmadive.com/news/merck-kgaa-springworks-deal-acquire-cancer-drug/746474/

Listen to the statement at start. This is not about commercial matters. Unsurprisingly partner/ deals etc rightly ducked.

AVA6000 might drop anytime, we’ll be the last to know( rightly again)

GLA

We are delighted to have been shortlisted for the Best Technology Award at the European Mediscience Awards 2025. https://lnkd.in/dnf8uHc2

You raise a key point. The Avacta team all deriving a decent pot and a job in BP ,plus products getting to market ,…will be a temptation!

B2.

You’re invested in …

- sector sought by Ongology majors

- co with excellent emerging data to date

- co with a technical speciality ( FAP Affimer targeting mechanisms) which will undoubtedly find a niche.

- sector where small caps are purchased regularly at $1-2 bn in early stages

Etc etc.

It’s a 5/2 on bet .

Did youse also write the magic roundabout?

B , let’s see how busy the BDs been , and if he can bring the goods home!?

Https://www.biopharmadive.com/news/merck-kgaa-springworks-deal-acquire-cancer-drug/746474/

Earning phase on 20+ multiple.

Should Av be able to create similar ,then who knows?

GLA

As an old bold pharma bod, tifm…it’s close..

It seems the likelyhood ( to adopt a Churchillian phrase) that this will be a great success, to the benefit of all.

Our , Even in combination no decent efficacy .

CF AVA6000 PFS data .

Https://pmc.ncbi.nlm.nih.gov/articles/PMC12025332

See conclusions vis dox efficacy.

Why would they sell when POC is clearly near. Data emerging +++.

This co on historical data worth $1bn+;- if one of the 10+ BP interested parties bites.

If they box clever , build portfolio of offerings ,then it’s a didpff ball game at anyone’s guess.

Simples..

Https://www.pharmacy.biz/news/india-pharma-exports-generics-biosimilars-innovation/

X2 Indian contenders too

Https://www.marketresearchfuture.com/reports/doxorubicin-market/companies

And here are the potential suitors…

Https://www.macmillan.org.uk/cancer-information-and-support/treatments-and-drugs/pegylated-liposomal-doxorubicin

BTB the liposomal form of Dox sadly failed to, avoid serious side effects.

LLP.

Hard to put a value realistically, but at ‘ early stage’ if someone’s tempted it’s $1~2 bn likely ( past data).

I can see someone wanting’ control ‘ ,so above this might be feasible.

Only if Av goes forward with a set of confirmed tech,could it merit higher .in which case ‘ worlds your oyster ‘. That would be a slimmer poss .

My guess the team with find a buyer, confirm their positions and careers ( which would be good for the science),& let someone else do the heavy lifting.

So for me option 1 …within 12. Months?

GLA

Https://www.marketresearchfuture.com/reports/doxorubicin-market/companies

Competitive edge of low tox, must be e temptation for sure.

The hunt for a partner continues. Declared intent .

Watch this space.

GLA