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@tom_the_bomb__
"Just added more #AVCT & #MKA to my SIPP. Two companies that I believe will have a great Q4 2025 & more broadly throughout 2026. I added to #GGP last week too. #LetsGo DYOR"
X Link @tom_the_bomb__ 2025-10-09T07:11Z 3302 followers, 5565 engagements
"@asininitybeyond @Towlie1981 @PJ_Crabb AI's view below. #AVCT"
X Link @tom_the_bomb__ 2025-10-13T08:39Z 3304 followers, 1964 engagements
"@Jenkoool Huge amounts of money around for preclinical assets. Which is why I keep leaning towards a buyout sooner rather than later. Ample opportunity to sign multiple deals"
X Link @tom_the_bomb__ 2025-10-15T18:38Z 3305 followers, XXX engagements
"@paddygall1 @shaun_day_ @GreatlandGold 8500oz per vertical metre"
X Link @tom_the_bomb__ 2021-07-02T09:06Z 3306 followers, XX engagements
"I wonder what BP is saying about #AVCTs preCISION platform Pfizer: Buy once unlock Seagens entire ADC portfolio & finally dose TOP1 payloads without hitting toxicity walls. Turns a $43B Seagen buy into a platform that actually reaches its potential. 1/4 #AVCT $PFE"
X Link @tom_the_bomb__ 2025-10-09T09:40Z 3306 followers, 3156 engagements
"AstraZeneca: Integrate preCISION to extend #Enhertus reach significantly improve dosing potential & move TOP1 chemistry into new tumour types. Frees them from dependency on $DSNKY and creates a next-gen deruxtecan. 2/4 #AVCT $AZN #AZN"
X Link @tom_the_bomb__ 2025-10-09T09:40Z 3306 followers, 1799 engagements
"Merck: Combine tumour-activated chemo with #Keytruda to deliver unprecedented tumour clearance while preserving immune function. A whole new class: chemo-immunotherapy XXX. 4/4 #AVCT $MRK"
X Link @tom_the_bomb__ 2025-10-09T09:40Z 3306 followers, 3691 engagements
"Boehringer Ingelheim advances ADC portfolio with an Exatecan-based ADC (AMB304) from AimedBio worth up to $991M. AMB304 is a preclinical asset. AimedBio have one asset in Phase X. #AVCT"
X Link @tom_the_bomb__ 2025-10-15T16:48Z 3306 followers, 3756 engagements
"@SeanDentBsc @TragedyCalls So which will it be. Partnerships then a buyout makes the most sense (and definitely my preference before 6103 data)"
X Link @tom_the_bomb__ 2025-10-16T11:51Z 3306 followers, XXX engagements
"@TBSfrench @AndrewDigby3 Not a shit week RH and his investors moved the SP north by fading the shadow of no cash Are you implying theres another placing on the way"
X Link @tom_the_bomb__ 2025-10-17T21:22Z 3306 followers, XX engagements
"@asininitybeyond BIG update/insight from TD (IMO). A ATR or PARP inhibitor sits with the recent comments on an incoming pathway inhibitor deal. Few BP have both of these drug classes apart from AstraZeneca. #AVCT's dual-payload linker would solve AZs biggest limitation = overlapping toxicity"
X Link @tom_the_bomb__ 2025-10-14T14:12Z 3306 followers, 1710 engagements
"Eli Lilly: Leapfrog the ADC incumbents by pairing preCISION-exatecan with our bispecifics radiopharma & IO assets. Precision chemo without the ADC baggage = faster cleaner cheaper. 3/4 #AVCT $LLY"
X Link @tom_the_bomb__ 2025-10-09T09:40Z 3305 followers, 2778 engagements
""FAP-Dox and FAP-EXd are only the tip of the preCISION iceberg" Under the surface: "preCISION molecules in stages of preclinical testing and prep work for the clinic. Multiple therapeutic classes (n10)" Likely 11-15+ molecules across multiple therapeutic classes. #AVCT"
X Link @tom_the_bomb__ 2025-10-13T11:36Z 3305 followers, 2513 engagements
"@SeanDentBsc 6207 targets multi drug resistance + tumour heterogeneity. Im thinking something like exatecan + a second payload aimed at blocking DNA damage repair (a PARP inhibitor or a similar DNA repair pathway blocker). 6103 + 6207 is a PERFECT fit for AstraZeneca. #AVCT"
X Link @tom_the_bomb__ 2025-10-18T12:44Z 3305 followers, 3362 engagements