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#avct AVA6K is the pathfinder. The limited a/a for SGC AND LICENSE DEAL, though small for BP, is THE commercial validation for pre/CISION. It should start a firm rerate recognising the huge commercial market for the platform. All BPs would be on TO notice.
#avct what will it take to seriously rerate? Current COS for 6K likely <50% despite data and FDA removing dose limit implying COS 90% imo. When FDA a/an and license deal arrive AIM will rerate but attach little value to 6103 and others. TO needed for investors and patients.
#avct simple point: AIM is great for a fledgling business needing to raise funds in order to develop. But when the company has progressed to the point where it has become recognised and can be valued as an industry leader it has probably outgrown AIM imo.
#avct 6K May be small change for BP in isolation but it is a relationship builder which may be very important when it comes to the big TO. We know Lilly, Novartis have a relationship and I think Merck, Roche, AZ etc would view 6K as a good door opener.
#avct science day on the 6th May eagerly awaited, I’ve no doubt the data will be superb but wouldn’t it be great if we could have a Business Day to outline, subject to continued date, where Avacta see the commercial direction going? Bit naive?
#avct who thinks accelerated approval from the FDA and a BP license deal for 6K will be announced on the same day and likely by the end of May? Discussions are under way, data is known only a/a is missing,,,but not for long imo.
Urgent:
Nigel Farage says he barely knows Trump. He’s heard of him but he’s never campaigned for him, or modelled himself on him.
He DOESN’T want photos like those attached to be circulated at a delicate time with local elections looming.
Please DO NOT circulate these.
#avct clearly states in the release: “ Despite significant interest in AVA6103, the Company's strategy remains to retain all rights to AVA6103 at least until the Company has sight of the initial results from the Phase 1a trial.”
The preceding para confirms expected H2/26.
#avct at last the spectre of the CLN no longer weighs heavily on the sp. Congrats to Hughes and the Board, looks like a very clever package with Avacta having many options to pay/redeem when suitable. Deal(s) inbound, ?Q4.
#avct given that AIM is a disaster for fundraising or valueing biotechs why have we heard nothing of a NASDAQ listing other than vague exploratory comments months ago? Any thoughts?