Avacta Share Discussion Threads

[milkmonsta] 28/1/2020 13:09

Yes. And I would imagine Acvacta are now in a better bargaining position for any deals, so we can expect some juicier ones.

[nordic1958] 28/1/2020 13:06

Exactly" significant commercial interest ..."The majors will offer license deals etcThe Koreans will come back for more

[x54v] 28/1/2020 12:40

Yes, exciting times.

"significant commercial interest that Avacta’s development programme has already attracted might now multiply still further."

[the stigologist] 28/1/2020 12:27

wow Bavencio is a $4bn p.a. peak sales drug !

Big Pharma will be beating a path to AVCT's door now

[nordic1958] 28/1/2020 12:25

Ceo on Directors talkhttps://www.directorstalkinterviews.com/avacta-group-qa-strong-performance-to-continue-lonavct/412804214

[losses] 28/1/2020 12:12

This will double in no time... get on board.Added loads more at 17+ to bring average down last week.

[x54v] 28/1/2020 10:54

And Phase 1 trial data should lead to a valuation of at least £100m according to finnCap's recent research note. Current mcap only £41m by comparison.

"Based on peer group comparisons (Figure 4), first-in-human Phase I trial data should create an asset with a valuation of at least £100m, as it not only creates value for the individual asset but, more importantly, should be seen as validating the pre|CISION therapeutic platform, from which multiple assets can be generated, each with their own intrinsic risk-adjusted values."

[someuwin] 28/1/2020 10:38

Can't see the Phase I posing any problems here...

"Avacta’s first pre|CISION prodrug (AVA6000/pro-doxorubicin) is expected to start a Phase I safety & tolerability study in mid-2020 having demonstrated compelling efficacy (tumour shrinkage) and safety even at 6x the maximum tolerated dose of doxorubicin."

[money multipier] 28/1/2020 09:49

Finncaps note:



Another box ticked.

[purple11] 28/1/2020 09:25

plenty of reason to hold onto this one. gl

[bumpa33] 28/1/2020 09:23

that’s the fear, although not really you could argue - that they’ll get taken out long before they can reach the lofty heights.

[escapetohome] 28/1/2020 09:21

Amazing!! Glad my portfolio held on to this one, and my ‘advice’ to this bb was correct.

[pdt] 28/1/2020 09:18

Great news. From their slide deck they estimated the market potential for this as $2 billion of sales for each 1% of market share. And today they are another step closer. A long way to go and I suspect they will be taken out long before then however still very encouraging.

See slide 13

[2prsimo] 28/1/2020 09:13

lol - he holds stock doesn't he? Price softening now. A few chased the spike on opening.

[someuwin] 28/1/2020 09:08

From the above...

"...Transformational potential – if Avacta’s clinical trial is successful, its value could multiply 10–100x, given the potential scale of collaborations. The upside cannot be understated!"

[cheshire pete] 28/1/2020 08:29

Back in....back for good this time, hopefully.

[milkmonsta] 28/1/2020 08:11

"Thar she blows!"

[wanobi] 28/1/2020 08:10

thanx Bumpa :-)

[milkmonsta] 28/1/2020 08:10

As confident of (hopeful lol) yesterday. The sub 20p buys are now consigned to history.

[bumpa33] 28/1/2020 08:09

Wan, I don’t trust the fella on their desk, so I’ll check back in an hour or so.

[wanobi] 28/1/2020 08:08

excellent news, thanx Bumpa, cheers Wan :-)