#  @Tom_The_Bomb__ βπ ΎοΈβοΈπ£ βπ ΎοΈβοΈπ£ posts on X about novartis, $xxxb, $xxb, $xxxm the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1293311479693934594/interactions)  - [--] Week [---------] +5,891% - [--] Month [---------] +6,505% - [--] Months [---------] +919% - [--] Year [---------] +353% ### Mentions: [--] [#](/creator/twitter::1293311479693934594/posts_active)  - [--] Month [--] -36% - [--] Months [---] +7% - [--] Year [---] +16% ### Followers: [-----] [#](/creator/twitter::1293311479693934594/followers)  - [--] Week [-----] +0.03% - [--] Month [-----] +0.12% - [--] Months [-----] +2.70% - [--] Year [-----] +3.90% ### CreatorRank: [---------] [#](/creator/twitter::1293311479693934594/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [exchanges](/list/exchanges) [currencies](/list/currencies) [countries](/list/countries) [social networks](/list/social-networks) [travel destinations](/list/travel-destinations) [celebrities](/list/celebrities) **Social topic influence** [novartis](/topic/novartis) #46, [$xxxb](/topic/$xxxb), [$xxb](/topic/$xxb), [$xxxm](/topic/$xxxm), [nasdaq](/topic/nasdaq), [$xb](/topic/$xb), [in the](/topic/in-the), [has been](/topic/has-been), [$20b](/topic/$20b), [$5b](/topic/$5b) **Top accounts mentioned or mentioned by** [@rah00084](/creator/undefined) [@asininitybeyond](/creator/undefined) [@seandentbsc](/creator/undefined) [@mylesmcnulty](/creator/undefined) [@andrewdigby3](/creator/undefined) [@bmhltd](/creator/undefined) [@blueberrymgmnt](/creator/undefined) [@bobdibble8](/creator/undefined) [@jivetur88775834](/creator/undefined) [@coughlin582](/creator/undefined) [@111ben111](/creator/undefined) [@greatlandgold](/creator/undefined) [@neutroniclse](/creator/undefined) [@littleboyblue75](/creator/undefined) [@cumulus51896691](/creator/undefined) [@livinginthesurf](/creator/undefined) [@novartis](/creator/undefined) [@jenkoool](/creator/undefined) [@fizzy864729](/creator/undefined) [@bramosh7](/creator/undefined) **Top assets mentioned** [Novartis AG (NVS)](/topic/novartis) [XBANKING (XB)](/topic/$xb) [Pfizer, Inc. (PFE)](/topic/pfizer) [AbbVie Inc (ABBV)](/topic/$abbv) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Morgan Stanley (MS)](/topic/morgan-stanley) [Frontier (FRONT)](/topic/frontier) [AstraZeneca PLC (AZN)](/topic/$azn) [Naked Crab Man (NCM)](/topic/$ncm) [Johnson & Johnson (JNJ)](/topic/$jnj) ### Top Social Posts Top posts by engagements in the last [--] hours "Hopefully this is useful for everyone regarding the next #GDXJ purchase. $30m (approx) incoming buy @vaneck_us #GGP" [X Link](https://x.com/Tom_The_Bomb__/status/1333712668306399233) 2020-12-01T10:00Z [----] followers, [--] engagements "So we're back where we were just a week ago before Blackrock and other funds took tens of millions. Happy with that based on the initial 4.2Moz resource. A good base going into [----] IMO. Roll on Swag & the next GDXJ purchase. #GGP" [X Link](https://x.com/Tom_The_Bomb__/status/1337035731001339911) 2020-12-10T14:05Z [----] followers, [--] engagements "A Fund manager's view posted by Hydro on LSE. They manage around 350m. #GGP" [X Link](https://x.com/Tom_The_Bomb__/status/1338939002464972801) 2020-12-15T20:08Z [----] followers, [--] engagements "It feels rather nice getting in before all this lot. Sprott β VanEck GDXJ β Lothian Pension Fund β Blackrock β Credit Suisse β Morgan Stanley β L&G β Citibank β Charles Stanley β Socit Gnrale β Pershing β Invesco β .who's next. #SuperStock #GGP" [X Link](https://x.com/Tom_The_Bomb__/status/1341337095315607554) 2020-12-22T10:57Z [----] followers, [--] engagements "@Amperduke @chrismelling1 @GreatlandGold Lol the irony is strong with this one" [X Link](https://x.com/Tom_The_Bomb__/status/1350440252163436545) 2021-01-16T13:50Z [----] followers, [--] engagements "Worth highlighting that in Hannam & Partners' August [----] note they forecasted profit after tax of 38.4m for [----] with 36.2m free cash flow for year [----] jumping to 103.3m in [----]. Think how much exploration we'll be doing then. A Buy or Hold for me ππ° #GGP" [X Link](https://x.com/Tom_The_Bomb__/status/1354352070036480000) 2021-01-27T08:54Z [----] followers, [--] engagements "Just reading back through the $NCM Earnings call transcript from last month featuring Sandeep Biswas. Always good to remind yourself that its not a dream. 1.6p TBC #GGP" [X Link](https://x.com/Tom_The_Bomb__/status/1372668982436753409) 2021-03-18T21:59Z [----] followers, [--] engagements "Thatll do in [--] years π€ Think of the divi π #Havieron #GGP @GreatlandGold I spy with my little eye. 8100$ gold #xauusd #inflation #xagusd #dxy #nasdaq #bitcoin https://t.co/tTu2bCWWzN I spy with my little eye. 8100$ gold #xauusd #inflation #xagusd #dxy #nasdaq #bitcoin https://t.co/tTu2bCWWzN" [X Link](https://x.com/Tom_The_Bomb__/status/1485073445796958210) 2022-01-23T02:14Z [----] followers, [--] engagements "What price *could* #GGP be trading at in a month or so My focus is on their house broker Berenberg: "We attribute a value of US$228mln to the 5% share in Havieron" So $1.4b for 30% of Havieron. This excludes ALL other assets. I'd like to see a rerate to $1.5b+ m'cap min" [X Link](https://x.com/tom_the_bomb__/status/1488483273261133937) 2022-02-01T12:04Z [----] followers, [--] engagements "@boy_cellar Great to see. Makes sense as we know from the AGM that the diagnostics div will be generating rev in [----]. Therapeutics Div β preCISION Affimer TMAC Diagnostics Division β LG Chem Daewoong No wonder #AVCT expect to be the next Roche. $XXXB https://www.rapivd.com/news-resources https://www.rapivd.com/news-resources" [X Link](https://x.com/tom_the_bomb__/status/1576545703362371584) 2022-10-02T12:12Z [----] followers, [--] engagements ""If they are sitting on the Holy Grail they havent got a chance" Agreed. We know the "data are unequivocal". We know "that doxorubicin is being released in the tumour tissue and at significant levels therapeutically relevant levels". This is revolutionary $XXXB tech. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1627654808084844550) 2023-02-20T13:02Z [----] followers, [----] engagements "@that_stocks_guy This was one of the possible scenarios that @MylesMcNulty has previously put forward in his excellent investment notes: https://aimchaos.files.wordpress.com/2023/02/avacta-group-validation-of-precision.pdf https://aimchaos.files.wordpress.com/2023/02/avacta-group-validation-of-precision.pdf" [X Link](https://x.com/tom_the_bomb__/status/1645519672123555858) 2023-04-10T20:10Z [----] followers, [----] engagements "Which IMO theyd need to do to realise their aim of being a $XXXB company competing with the likes of Roche. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1645520476557508633) 2023-04-10T20:13Z [----] followers, [----] engagements "US sales of @TakedaOncology's Velcade decreased by -45.3%() due to 'the start of rapid generic erosion'. This highlights the revenue decimation that occurs when drugs come off-patent. #AVCT's preCISION could end up the saviour for numerous pharma companies. 1/2" [X Link](https://x.com/Tom_The_Bomb__/status/1655909595502477315) 2023-05-09T12:16Z [----] followers, [----] engagements "@MylesMcNulty @Sloanos @lavelle_miss @Borg74 @truant2tb @avacta Agreed. Its quite clear a buy out will come by the end of [----] for those that have read up on the company. Importantly this will be based on anticipated future platform sales & what large pharma deem appropriate to secure a $XXXB market. Which is why its so exciting π #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1658350394257420288) 2023-05-16T05:55Z [----] followers, [----] engagements "#AVCT is funded until early [--]. Avacta will know the potential value of the technology so will therefore not want to (or need to) sell it until an appropriate offer is tabled. An appropriate offer will IMO only be tabled & accepted with data that proves efficacy. 1/2" [X Link](https://x.com/tom_the_bomb__/status/1661261612064407554) 2023-05-24T06:43Z [----] followers, [----] engagements "#AVCT could sell up for $XB next week if they wanted but why would they when they have funding to turn this into a $XXB offer in [----] Exciting times. 2/2" [X Link](https://x.com/tom_the_bomb__/status/1661261615206125568) 2023-05-24T06:43Z [----] followers, [----] engagements "@Cumulus51896691 Theyve clearly been quietly developing TMAC & [----] internally over the last [--] months while the focus publicly has understandably been on [----]. As many have said - the focus will one day shift from $XB [----] to $XXB preCISION. #AVCT will be revalued when the time is right" [X Link](https://x.com/tom_the_bomb__/status/1668366089351200774) 2023-06-12T21:14Z [----] followers, [----] engagements "#AVCT was held from 11am all day at 106p. Order filing 246K trade at 106p just landed. It would make sense it was a buy given todays key updates. Perhaps someone wanted it lower and settled for [---] Either way who cares really. Funded and the trial continues to go well. π»" [X Link](https://x.com/tom_the_bomb__/status/1670834158019526667) 2023-06-19T16:41Z [----] followers, [----] engagements "@NAJJCAPITAL Its a who wants a $XXXB market slide" [X Link](https://x.com/tom_the_bomb__/status/1673943386246594561) 2023-06-28T06:36Z [----] followers, [---] engagements "Off-topic but not too much. CEO of F-Star is #AVCT Chair Eliot Forster. F-Star has once again strengthened their relationship with Takeda with a deal worth up to US$1B. It's their third licence agreement with Takeda. Avacta Chair is clearly on good terms with Takeda" [X Link](https://x.com/tom_the_bomb__/status/1678356679002316800) 2023-07-10T16:16Z [----] followers, [----] engagements "#AVCT has a *platform* that can significantly reduce the side effects of 14+ drugs worth $60B per year. preCISION takes this & 3x it. Then theres other warheads. Avacta has confirmed *significant* amounts of the drug is reaching the tumour. Avacta is gone in [----]. 1/2" [X Link](https://x.com/tom_the_bomb__/status/1678824258846224397) 2023-07-11T17:51Z [----] followers, 11.1K engagements "I want to see #AVCT become the next Roche but I cant see it. A $360M Mcap company cant retain IP that could generate $200B for the owner IMO. Simply not possible due to (1) revenue implications & more importantly (2) patient lives. Start the bidding at $30B 2/2" [X Link](https://x.com/tom_the_bomb__/status/1678824265364172817) 2023-07-11T19:38Z [----] followers, [----] engagements "@criticalthink95 Yes an offer they can't refuse. Simply due to the implications of a platform able to create a $XXXB market for the eventual owner. The next Roche/Genentech acquisition IMO" [X Link](https://x.com/tom_the_bomb__/status/1687002027765710848) 2023-08-03T07:26Z [----] followers, [--] engagements "One day many will look back and wished they believed the below could be possible. @jivetur88775834 π #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1688100099849613313) 2023-08-06T08:10Z [----] followers, 11.1K engagements "Lots of pharma companies want #AVCTs preCISION platform. Think about this a bit more. Multiple pharma companies therefore know it works. Theyre not waiting for theP1A data like retail investors are. Q: How many pharma companies has Avacta been speaking with A: Lots" [X Link](https://x.com/tom_the_bomb__/status/1688284774274576384) 2023-08-06T20:23Z [----] followers, [----] engagements "The vast majority of P1A patients dont have tumours that are treatable with Doxorubicin. #AVCT dont expect to see any efficacy due to the above. Sarcoma patients should respond to Doxorubicin though. 1/4" [X Link](https://x.com/tom_the_bomb__/status/1688670457778561024) 2023-08-07T21:56Z [----] followers, [----] engagements "Jupiter Investment Management removed their short position on #AVCT in October [----]. They declared on 31st July [----] that they had purchased [------] shares. A very clear change on their view of the company" [X Link](https://x.com/tom_the_bomb__/status/1689252032949981185) 2023-08-09T12:27Z [----] followers, [----] engagements "The $XXXB platform works. Closing price today; 106.5p. @RemindMe_OfThis in [--] months. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1690096590277545984) 2023-08-11T20:23Z [----] followers, [----] engagements "Neil wins. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1690100270506639361) 2023-08-11T20:37Z [----] followers, [----] engagements "The timing couldnt be much better for #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1690364753137262592) 2023-08-12T14:08Z [----] followers, [----] engagements "Just looking through my [----] AGM notes again. Image [--] was AS & EF before the cameras started rolling & image [--] are comments from Andrew Saunders. Now bear in mind this was over [--] weeks ago & dosing continues. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1692060274314899586) 2023-08-17T06:26Z [----] followers, [----] engagements "The image below show shows the opening paragraph from every AVA6000 DE RNS. I've tried to highlight the changes each time using different colours. Look at the change in tone and language as #AVCT gather more data. I wonder what the next RNS will include" [X Link](https://x.com/tom_the_bomb__/status/1692145794902548554) 2023-08-17T12:06Z [----] followers, [----] engagements "The transaction teams at Novartis Pfizer Roche Merck must be rolling around laughing at UK AIM investors. 185p to 98p since #AVCT told us that [--] of [--] biopsies had significant amounts of Dox in the tumour with dramatically lower side effects. Disruptive tech at its finest" [X Link](https://x.com/Tom_The_Bomb__/status/1693580650563965134) 2023-08-21T11:07Z [----] followers, [----] engagements "@growth_invest1 @SeanDentBsc Because Avacta don't have enough data to be able to agree a deal that they would be happy to recommend to shareholders. Avacta said in June that they are now starting to enter the commercialisation stage. You don't sell a $XXXB platform early. You keep it for as long as possible" [X Link](https://x.com/tom_the_bomb__/status/1693624996688543950) 2023-08-21T14:03Z [----] followers, [---] engagements "C'mon #AVCT it's my birthday. Let's have a blue day π€" [X Link](https://x.com/Tom_The_Bomb__/status/1693915430044283245) 2023-08-22T09:18Z [----] followers, [----] engagements "@RAH00084 @avacta I've seen a few people mention the comparison with Genentech. Roche took a 60% stake for $2.1B in [----]. In [----] Roche purchased the remaining 60% for a whopping $46B. I wonder if #AVCT is eyeing up a large partner to join them in a similar way Wouldn't that be good" [X Link](https://x.com/tom_the_bomb__/status/1694262601985761725) 2023-08-23T08:17Z [----] followers, [----] engagements "@RAH00084 @avacta #AVCT has a very strong hand because their tech is about to turn a $XXXB industry on it's head IMO. Partnering with someone like Novartis could mean (1) huge short-term rerate (2) significant shareholder returns & (3) drugs to patients much much quicker" [X Link](https://x.com/tom_the_bomb__/status/1694264368089714905) 2023-08-23T08:24Z [----] followers, [----] engagements "#AVCT has filled the CBO role. They put the role live on 3/8 and it was taken down just [--] days later on 22/8. Either Avacta has an amazing recruitment team driving this or they already had their person. The latter for me. #DealMakingTime https://avacta.com/careers/chief-business-officer/ https://avacta.com/careers/chief-business-officer/" [X Link](https://x.com/Tom_The_Bomb__/status/1694281072819724695) 2023-08-23T09:31Z [----] followers, [----] engagements "#AVCT uploaded this photo to their TX Google listing a week ago. I really like their About copy too. Theyre getting prepped for whats coming IMO" [X Link](https://x.com/tom_the_bomb__/status/1694412146019373210) 2023-08-23T18:11Z [----] followers, [----] engagements "Does anyone else find it quite satisfying knowing lots of companies want preCISION & were sat with a mcap of just $350M While some focus on the short term penny movements the likes of Novartis Pfizer Roche etc know #AVCT has a $XXXB market in the crosshairs. Who moves 1st" [X Link](https://x.com/tom_the_bomb__/status/1695361968998076607) 2023-08-26T09:06Z [----] followers, [----] engagements "'We are in the end game now.' Makes sense when you have the ability to disrupt a $XXXB industry. #AVCT over the last couple of years I've tried to share some of my understanding and knowledge (in what I endeavour to make an understandable format) on several platforms but by now if folks don't get it and want to argue a contrary view good luck to them. We are in the end game now. over the last couple of years I've tried to share some of my understanding and knowledge (in what I endeavour to make an understandable format) on several platforms but by now if folks don't get it and want to argue a" [X Link](https://x.com/tom_the_bomb__/status/1696528718406291831) 2023-08-29T14:22Z [----] followers, [----] engagements "Just found a post online by an individual in Switzerland. They state: 'The AVA6000 test looks promising' 'Ava is and doxirrubicin that only activates once reaches the tumor allowing mega high doses without the toxicity up to [---] times the standard dose' #AVCT 1/2" [X Link](https://x.com/tom_the_bomb__/status/1696829630609584160) 2023-08-30T10:18Z [----] followers, [----] engagements "It goes on to say that AVA6000 is an option 'that Dr Tap has offered us'. This was posted just [--] days ago. Good ay I find the location interesting too. If living in Switzerland maybe there'll be a Swiss trial site for 1B #AVCT needs to stop following Novartis π 2/2" [X Link](https://x.com/tom_the_bomb__/status/1696829633386176635) 2023-08-30T10:18Z [----] followers, [----] engagements "'mega high doses without the toxicity up to [---] times the standard dose' Importantly [---] times is Cohort [--] dose. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1696830720868581580) 2023-08-30T10:22Z [----] followers, [----] engagements "@AndrewDigby3 @Ophidian18 "Now that we are proving the concept of preCISION in humans in the clinic you can't underestimate the doors this has opened regarding partnerships." "We are now entering the commercial phase" "Validation of tumour targeting changed the conversations we're having" #AVCT π" [X Link](https://x.com/tom_the_bomb__/status/1697193754174640538) 2023-08-31T10:24Z [----] followers, [----] engagements "Only another +10p to get back to where #AVCT was over [--] years ago before the 1st dose. This should be 600p+" [X Link](https://x.com/tom_the_bomb__/status/1697200735513944475) 2023-08-31T10:52Z [----] followers, [----] engagements "@RAH00084 There's a disbelief that an AIM-listed stock could be disrupting a $100B+ industry. How can a Wetherby-based 'covid-stock' have a solution to a half-century problem preCISION drugs could generate $XXXB per year for the owner. How can #AVCT have this 80+ bagger No way" [X Link](https://x.com/tom_the_bomb__/status/1697212044708118573) 2023-08-31T11:37Z [----] followers, [----] engagements "Johnson & Johnson is one of the market leaders of Doxorubicin so I'm sure they've got an eye on #AVCT's preCISION & specifically AVA6K. J&J CFO described the companys appetite for M&A as voracious after a $13.2B cash injection. Fun time soonπ" [X Link](https://x.com/tom_the_bomb__/status/1697288295066042806) 2023-08-31T16:40Z [----] followers, [----] engagements "@ShareandShare1 Which prize preCISION Affimer TMAC #AVCT has the potential to be on here one day. A ramp Nope" [X Link](https://x.com/tom_the_bomb__/status/1697673615255208419) 2023-09-01T18:11Z [----] followers, [----] engagements "Ive not posted the first two videos below before. Theyre from early [----] before the 1st person was dosed with [----]. Then watch the 3rd video. This was from early [----] & [---] years of human data. I think Im going to wish I owned a lot more #AVCT very soon" [X Link](https://x.com/tom_the_bomb__/status/1698240773714510032) 2023-09-03T07:45Z [----] followers, 10.6K engagements "'Get ready for M&A: Large biopharma companies will have $1.7T in dealmaking firepower next year' This was a headline from Dec [----]. At the end of [----] the top [--] deals = $65B. A minute amount with $1.63T remaining ignoring any increase in firepower in [----]. #AVCT 1/3" [X Link](https://x.com/tom_the_bomb__/status/1698606197987827908) 2023-09-04T07:57Z [----] followers, [----] engagements "Why highlight this #AVCT confirmed in January that their *PLATFORM TECHNOLOGY* is delivering Dox into the tumour whilst having a very favourable safety profile. This *PLATFORM TECHNOLOGY* can be widely applied to a $60B market & likely triple it. Guess what happens next 2/3" [X Link](https://x.com/tom_the_bomb__/status/1698606199808155655) 2023-09-04T07:57Z [----] followers, [----] engagements "Easy - see the below. New *PLATFORM TECHNOLOGY* like preCISION doesn't come around often. A big battle behind closed doors will ensue IMO. #AVCT holds all the cards 'Lots say they want it'. Fears of placings gone. This is now about commercialisation of the platform. 3/3" [X Link](https://x.com/tom_the_bomb__/status/1698606201674616905) 2023-09-04T07:57Z [----] followers, [----] engagements "AVA6000 is night and day to standard Dox Significant amount of Dox in the tumour Consistency across all cohorts. No DLTs (as of end of C5). Clinicians cant tell if on AVA6000 #AVCT is clearly revolutionising a $XXXB+ industry. Market - wake up. Big pharma - hello" [X Link](https://x.com/tom_the_bomb__/status/1698957282367737980) 2023-09-05T07:12Z [----] followers, [----] engagements "Remarkably modest Couple patients with alopecia Lots of patients excited about taking part Majority of P1B will be in the US [--] longest patients on trial are esophageal & pancreatic #AVCT π" [X Link](https://x.com/tom_the_bomb__/status/1698957994350813513) 2023-09-05T07:15Z [----] followers, [----] engagements "@RAH00084 @MylesMcNulty @TarzanTrader1 Crucially its not required to replace Dox as the SoC. Very important to remember. Understandably theres huge excitement from a patient health perspective but from a commercial perspective #AVCT only need a slight improvement. Theyve already confirmed this" [X Link](https://x.com/tom_the_bomb__/status/1698997508230238389) 2023-09-05T09:52Z [----] followers, [----] engagements "I've been reading up on the Novartis Sandoz spin-off. They've released this prospectus today: Sandoz will focus on generics. They see a huge opportunity in the off-patent market over the next [--] yrs. preCISION will be firmly in their sights IMO. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1699004946509697466) 2023-09-05T10:21Z [----] followers, [----] engagements "FMcL is excited about the new stromal cell data from AVA6000 Principle Investigator Prof Udai Banerji. #AVCT" [X Link](https://x.com/Tom_The_Bomb__/status/1699035840805028029) 2023-09-05T12:24Z [----] followers, [----] engagements "The Chief Business Officer on approx 400K p.a starts in less than [--] weeks. Worth a reminder of the role and responsibilities. He/she will have a very busy period from the get-go knowing lots say they want it. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1699119824079564928) 2023-09-05T17:58Z [----] followers, [----] engagements "@Ophidian18 I've seen it before - GGP is a good example. Look at the 1st chart below. This was a [--] year period; Oct [----] - Jan [----] (similar to Spring [----] - Spring [----] for #AVCT). The 2nd chart is the same period but also includes the following year [----]. We're nearing this IMO" [X Link](https://x.com/tom_the_bomb__/status/1699357936231854389) 2023-09-06T09:44Z [----] followers, [----] engagements "@Blueberrymgmnt Hence 'lots are saying they want it'. #HolyGrail #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1699737699391787207) 2023-09-07T10:53Z [----] followers, [----] engagements "Im not sure if this has been highlighted before but re-read the below after Cohort [--] completed. If even higher doses can be tolerated then this may make a significant difference to the outcomes in the efficacy study. How high will #AVCT go in 1B What are they seeing in C6" [X Link](https://x.com/tom_the_bomb__/status/1699855702494224582) 2023-09-07T18:42Z [----] followers, [----] engagements "@MylesMcNulty @avacta Rumours of 1A drawing to a close That's interesting. Not what I expected. I was expecting another cohort at least. Maybe an 8th" [X Link](https://x.com/tom_the_bomb__/status/1700128020067914140) 2023-09-08T12:44Z [----] followers, [----] engagements "I first came across #AVCT in [----] like many but only started buying in [----]. Fast forward to Sept [--] & IMO we could soon have confirmation that a $380M co has the tech to take a $XXXB market. I dont believe Ill have this opportunity again. DYOR. It might be worth it" [X Link](https://x.com/tom_the_bomb__/status/1700213897716707591) 2023-09-08T18:25Z [----] followers, [----] engagements "Once this is all over I would like to congratulate AS in person on his ability to remain professional composed and calm knowing what data he has had access to over the last 2+ years. Fair play. Unfortunately I would struggle. #AVCT" [X Link](https://x.com/Tom_The_Bomb__/status/1700219668185694654) 2023-09-08T18:48Z [----] followers, [----] engagements "@Blueberrymgmnt A great analogy. Apple stock was ignored for a while too. We know what happened to that" [X Link](https://x.com/tom_the_bomb__/status/1700219993453887814) 2023-09-08T18:50Z [----] followers, [---] engagements "Thanks to SP2021 on LSE: FMcL Liked a post on LinkedIn of Carla Bauer announcing her departure. Shes leaving Novartis & she would be a perfect fit for the new Chief Business Officer role IMO. Even if it proves incorrect #AVCT are clearly chummy with Novartis licensing. 1/2" [X Link](https://x.com/tom_the_bomb__/status/1700560557672198300) 2023-09-09T17:23Z [----] followers, 10.3K engagements "Ive given this more thought. IMO this is FMcL Liking a post who she communicates with. We know from my tweets that FMcL engages with Novartis licensing/transaction individuals at Novartis. Thats the point to highlight. If she does join it will be a great addition. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1700832135869768137) 2023-09-10T11:22Z [----] followers, [----] engagements "ADCs or as some call it - super Chemo is the focus by many in a $XXXB industry. Soon the world will know that -based #AVCT has a *platform* that is safer more efficacious() less complex & cheaper. Competition will be fierce will shift to preCISION IMO. 1/2" [X Link](https://x.com/tom_the_bomb__/status/1700886925513523600) 2023-09-10T15:00Z [----] followers, [----] engagements "So when #AVCT deliver an update on how good the preCISION platform technology is make sure you stop to appreciate what this means from a $XXXB market perspective. Not just AVA6K. P1 data unlocks the platform. Lots say they want it. The CBO starts very soon. Ready 2/2" [X Link](https://x.com/tom_the_bomb__/status/1700886932954222728) 2023-09-10T15:00Z [----] followers, [----] engagements "@drewster_1965 Great thread Andrew. Confirmation of efficacy removes the brakes meaning theres a gap to fill (not TA but valuation wise) between todays mcap & $XXB. #AVCT expect to 3x existing markets that preCISION can be applied to ($150B). + lots other commercial options as you say" [X Link](https://x.com/tom_the_bomb__/status/1701101039384969264) 2023-09-11T05:11Z [----] followers, [----] engagements "@AndrewDigby3 @drewster_1965 Even if we end the day flat (which I dont believe maybe an early spike & then continue PM) were a day closer to commencing the move to a market valuation that reflects the TAM ie $XXXB. Present early efficacy & it then begins IMO. Thats what Ive been waiting for" [X Link](https://x.com/tom_the_bomb__/status/1701107377892622719) 2023-09-11T05:36Z [----] followers, [---] engagements "@RAH00084 De-ramper π In all seriousness the price that ends up getting paid for this platform is hard to comprehend knowing this is making existing drugs much safer & poss boosting efficacy. Who will be the owner of a platform that will go on to generate $XXXB sales p.a #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1701474010658115814) 2023-09-12T05:53Z [----] followers, [----] engagements "@RAH00084 At what point does a company decide to join #AVCT on this disruptive $XXXB journey We know lots want it. No deals to date. Avacta has time & options. Theyre not rolling over. This is about making a significant difference to patients π. If you want in you need to pay big" [X Link](https://x.com/tom_the_bomb__/status/1701475313266348471) 2023-09-12T05:58Z [----] followers, [----] engagements "Good to see the gains of the last week hold. Plus some decent buys coming through. #AVCT" [X Link](https://x.com/Tom_The_Bomb__/status/1701623598329323999) 2023-09-12T15:47Z [----] followers, [----] engagements "June: #AVCT hold AGM at the Royal Society of Medicine informing the market of the commercialisation phase. July: Appoint strategic comms agency. August: Chief Business Officer vacancy launched focussed on deal making. September: They cant make it any clearer IMO. DYOR" [X Link](https://x.com/tom_the_bomb__/status/1701835232905765066) 2023-09-13T05:48Z [----] followers, [----] engagements "As #AVCT sits with a sub $400M valuation its worth remembering that one Affimer deal with LG Chem is worth up to $1B ie 2.5x the current valuation. This ignores preCISION (which understandably is the focus) Affimer platform Affyxell/Daewoong JV TMAC & DX division. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1702212643254149526) 2023-09-14T06:48Z [----] followers, [----] engagements "Novartis CEO: 'Can the science & the data justify an acquisition or a deal'. #AVCT CEO: 'This is an extremely data rich trial'. Pharma want 'high quality science medicines and technology' to bring into their pipelines. preCISION is exactly this - transforming existing drugs" [X Link](https://x.com/tom_the_bomb__/status/1702236475050356957) 2023-09-14T08:22Z [----] followers, [----] engagements "#AVCT Chair: 'Lots are saying they want it' Why Because Avacta has high quality science & technology that is not complex & costly. The tech can be applied to many existing drugs making them significantly safer and (very likely) boost efficacy. Deals will get done" [X Link](https://x.com/tom_the_bomb__/status/1702237481654014018) 2023-09-14T08:26Z [----] followers, [----] engagements "Patent cliffs divestitures and maturing biotechs all point to more pharma M&A: analysts 07/09/23 #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1702307955935150354) 2023-09-14T13:06Z [----] followers, [----] engagements "This was over [--] months ago. Near future is weeks not nearly half a year. Lots happening in the background. #AVCT #Jawdrop" [X Link](https://x.com/tom_the_bomb__/status/1703000556766179513) 2023-09-16T10:59Z [----] followers, [--] engagements "Looking at the #AVCT feed hes got exactly what he wanted to achieve. I prefer the facts - Avacta has technology that can be widely applied to a $60B market. If people want to shift the focus to a few pennies here and there - crack on. But remember youre helping him" [X Link](https://x.com/tom_the_bomb__/status/1703819700101083401) 2023-09-18T17:14Z [----] followers, [----] engagements "Great to see one of their internal programmes at AACR. Plus AVA3996 which as we all know they wouldnt be doing unless they had recapitulated the AVA6000 data from animal to human. And we know AVA3996 could be a tumour agnostic therapy. A big license option here too. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1704010423983309195) 2023-09-19T05:51Z [----] followers, [----] engagements "#AVCT preCISION platform is disrupting a $XXXB cancer treatment industry. Large investors will now start to enter. This could be quite quick IMO. Ive never known a company to have so much upside + global health significance. Incredible. FDA will be fast tracking this" [X Link](https://x.com/tom_the_bomb__/status/1704019215999488291) 2023-09-19T06:26Z [----] followers, [----] engagements "It'll take a while for the enormity of this to sink in. From a share price perspective #AVCT is at the same level it was when 1st patient was dosed. From a global health perspective they've confirmed incredible efficacy & safety meaning a likely 'paradigm shift'. 1/2" [X Link](https://x.com/tom_the_bomb__/status/1704045179475312856) 2023-09-19T08:10Z [----] followers, [----] engagements "@gilesgeddes Because P1A 'unlocks' a platform that will go on to generate $XXXB per year for the owner(s). It's what BP do. They acquire based on expected sales. Pfizer paid $43B for expected sales of $10B in [--] years time. Gilead paid $21B for projected sales of $4B in [--] years time. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1704108778285613215) 2023-09-19T12:22Z [----] followers, [----] engagements "Rapid pace at #AVCT. They are adapting very quickly to what theyve now validated in the clinic. The Chief Business Officer last month and now a Chief Medical Officer - both due to commercial opportunities. And thank you to Neil. Things are moving very quickly now" [X Link](https://x.com/tom_the_bomb__/status/1704377368293384609) 2023-09-20T06:10Z [----] followers, [----] engagements "Note that they need Christina in an interim role so theres clearly short term reasons for this. We also know #AVCT put a start date of Monday for the Chief Business Officer. Its happening & its at pace" [X Link](https://x.com/tom_the_bomb__/status/1704383120185708966) 2023-09-20T06:32Z [----] followers, [----] engagements "@RAH00084 @PerryC_WF A move to a m'cap of approximately $5B over the next [--] months seems appropriate here too. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1704426159784559096) 2023-09-20T09:23Z [----] followers, [----] engagements "Significant tumour volume reduction in a patient that was not expected to see any clinical benefit. #AVCT is making history here. Lets put the charts in the bin. Its now time for specialist investors to enter & rerate the company valuation" [X Link](https://x.com/tom_the_bomb__/status/1704571222967673155) 2023-09-20T19:00Z [----] followers, [----] engagements "108p This green line touches this line Support is now resistance [---] days this and that. No. This is revolutionary tech in a market worth $XXXB. This gets acquired. #BinTheCharts" [X Link](https://x.com/tom_the_bomb__/status/1704572302245974122) 2023-09-20T19:04Z [----] followers, [----] engagements "I would like to see the following over the next [--] months: P1A data early Dec [--] (250p) FDA Breakthrough Jan/Feb [--] (350p) DX sale ($60M) Feb/Mar [--] (475p) $100M-$150M funding with investors (550p) STS & Breast for P2 Trading 700p+ in Q2 [--] #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1705639887460815181) 2023-09-23T17:46Z [----] followers, [----] engagements "#AVCTs peers in are trading 700-900p. We should be at this level in [--] months IMO. Once we have the data this might end up conservative. Why Because its a platform that makes existing drugs much safer boosts efficacy & is expected to achieve $XXXB p.a for the owner" [X Link](https://x.com/tom_the_bomb__/status/1705641095403655380) 2023-09-23T17:51Z [----] followers, [----] engagements "You can see why the price we trade at on AIM can make people underestimate the enormity of what #AVCT has. This is not a new costly complex drug combination. Avacta has confirmed they can deliver drugs with a lot less side effects with superior efficacy in a $XXXB market. 1/3" [X Link](https://x.com/tom_the_bomb__/status/1705869482210533870) 2023-09-24T08:59Z [----] followers, [----] engagements "I admit that I still struggle to get my head around the impact #AVCTs tech will have going forward. A $350M company with probably the most sought after advancement in half a century in an industry worth $XXXB per year() Well be away once the market grasps this. 2/3" [X Link](https://x.com/tom_the_bomb__/status/1705869485687676948) 2023-09-24T08:59Z [----] followers, [----] engagements "Zero PR to date. What has Consillium got planned We know #AVCT is on the verge of a paradigm shift & the data is being released earlier than they had planned. Billions $ have been spent over the last half century & were only [--] months away from Avactas announcement π³ππ" [X Link](https://x.com/Tom_The_Bomb__/status/1706027531818742057) 2023-09-24T19:27Z [----] followers, [----] engagements "@BMHLTD @jivetur88775834 #AVCT is seeing 'significant tumour size reduction' in very sick patients who have had already had multiple treatments. They didn't expect to see efficacy. This has beaten all expectations. Give [----] to someone stronger and healthier and the results could/will be incredible" [X Link](https://x.com/Tom_The_Bomb__/status/1706342452670370126) 2023-09-25T16:18Z [----] followers, [----] engagements "@BMHLTD @jivetur88775834 Imagine a world where cancer treatment does not result in heart damage An absolutely incredible and exciting prospect. I was so happy to hear that #AVCT have been able to bypass 1B and go to a Registrational P2" [X Link](https://x.com/Tom_The_Bomb__/status/1706344407614599374) 2023-09-25T16:26Z [----] followers, [----] engagements "Very funny on LSE. Everyones losing their mind about [----] to market in [----]. No longer do they try and scare people about whether it works. π they cant anymore. π Someone should let them know that #AVCT wont be the company that takes & creates a $150B+ market. π" [X Link](https://x.com/tom_the_bomb__/status/1707282021498696057) 2023-09-28T06:32Z [----] followers, [--] engagements "Today we found out that #AVCT is funded until late [----] something the trolls will definitely hate to hear. There was always going to be lots of non-dilutive optionality once @avacta was able to validate a $XXXB platform with human data. Funding Dont worry about that" [X Link](https://x.com/tom_the_bomb__/status/1707479625343869312) 2023-09-28T19:37Z [----] followers, [----] engagements "@Metalhead2525 That's exactly what the preCISION platform is. This is not about AVA6000 & STS i.e a $2B market in [--] years. #AVCT has confirmed the platform works in humans. The current market size is approximately $60B but because of the safety profile this could easily triple" [X Link](https://x.com/tom_the_bomb__/status/1707678463497212411) 2023-09-29T08:47Z [----] followers, [----] engagements "@Livinginthesurf @that_stocks_guy Ive not listened to it yet but worth pointing out FDA Breakthrough / Fast Track would bring this forward even further too. Maybe they meant $3B sales per year Which would be valued at approximately $15B. That would make more sense for AVA6000. AVA6000 is a $20B+ drug" [X Link](https://x.com/tom_the_bomb__/status/1708063805006123285) 2023-09-30T10:18Z [----] followers, [---] engagements "@Livinginthesurf @that_stocks_guy #AVCT has confirmed the platform is doing exactly what its supposed to do. It works. This is no longer up for debate. We also know that the tech can be widely applied to an existing $60B market. We also know Avacta expect to triple the market size. Its just procedural now" [X Link](https://x.com/tom_the_bomb__/status/1708064710258479575) 2023-09-30T10:22Z [----] followers, [----] engagements "Im not sure if this has been highlighted but there was a clear step change in #AVCTs communication last week now that theyve validated/confirmed the platform works. *The value is in the platform* A platform for established chemos + other potent toxins worth $XXXB p.a" [X Link](https://x.com/tom_the_bomb__/status/1708116337506005260) 2023-09-30T13:47Z [----] followers, [----] engagements "Billions of dollars have been spent trying to find alternatives to the likes of Doxorubicin. Dox is very good at cell killing. The problem is healthy cells are killed in the process. #AVCT have a way to make chemo's inert and only activate at the tumour site. Ground-breaking" [X Link](https://x.com/tom_the_bomb__/status/1708799147967496673) 2023-10-02T11:00Z [----] followers, [----] engagements "#AVCT is disrupting multi-billion dollar pipelines and existing multi-billion dollar revenues. This is disruptive technology at it's finest. Show me another company valued at $400M that is doing this in a $XXXB industry 'Lots are saying they want it' Of course they are" [X Link](https://x.com/tom_the_bomb__/status/1708800153207861638) 2023-10-02T11:04Z [----] followers, [----] engagements "@Blueberrymgmnt @MylesMcNulty I picked up on that too. I liked the reference to the lever too that enables distribution control. Amazing amazing tech" [X Link](https://x.com/tom_the_bomb__/status/1708945319138902520) 2023-10-02T20:41Z [----] followers, [---] engagements "The data thatll propel the share price is likely to land in our inboxes this month or next. Plus when #AVCT RNS their 1st deal this will be a heavyweight partner & likely provide upfront funding that could significantly extend the current runway of late [----]. 1/2" [X Link](https://x.com/tom_the_bomb__/status/1708955502560813526) 2023-10-02T21:21Z [----] followers, [----] engagements "@Tahirme61523728 Huge volume There's only been 165K traded. But I agree that something is happening. Avacta is revolutionizing the treatability of solid tumours" [X Link](https://x.com/tom_the_bomb__/status/1709136999926399074) 2023-10-03T09:23Z [----] followers, [---] engagements "Time for #AVCT to update their partner page to Eli Lilly. Looks much better with them π Who's next LG Chem Daewoong Tufts Eli Lilly" [X Link](https://x.com/tom_the_bomb__/status/1709165602395295825) 2023-10-03T11:16Z [----] followers, [----] engagements "@MylesMcNulty @gggg2120 @avacta So a 20-40 times larger TAM for #AVCT. The maths is superb" [X Link](https://x.com/tom_the_bomb__/status/1709174067687764155) 2023-10-03T11:50Z [----] followers, [----] engagements "An interesting article on the Point takeover: Thanks to TG for this link. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1709464987289141690) 2023-10-04T07:06Z [----] followers, [----] engagements "Apologies for the caps. Big pharma are starting to surround #AVCT. 'He said the deal's real value lies in the pipeline of drugs earlier in development which are trying to IMPROVE THE MARKET LEADERS BY MAKING THEM MORE LETHAL TO CANCER CELLS BUT SAFER TO ADMINISTER'" [X Link](https://x.com/tom_the_bomb__/status/1709498584423436382) 2023-10-04T09:19Z [----] followers, [----] engagements "@drewster_1965 One interesting point about #AVCT is that Big Pharma will need to act quickly. preCISION pro-drugs could decimate an existing $XXB market and then be replaced by a more efficacious safer $XXXB market. Avacta will want all BP to be aware of what's happening - cue Consillium" [X Link](https://x.com/tom_the_bomb__/status/1709508571682197703) 2023-10-04T09:59Z [----] followers, [---] engagements "@RAH00084 I want to see #AVCT prioritise a clear easy to understand road map for 6K as they said they would do. 2024: AVA3996 in clinic 2026: anticipated 6K sales of $2B 2030: anticipated 6K sales of $5B Communicate this promptly & people will be sticking a zero after 500p. @avacta" [X Link](https://x.com/tom_the_bomb__/status/1709541540048097685) 2023-10-04T12:10Z [----] followers, [----] engagements "The data to be presented showcases the potential of our two therapeutic platforms to generate further high value clinical assets. [--] platforms β Multiple high value assets β Current share price attributes $0 to preCISION β #AVCT to present tumour-agnostic asset in β " [X Link](https://x.com/tom_the_bomb__/status/1709818772431802758) 2023-10-05T06:32Z [----] followers, [----] engagements "There are so many π© stocks on AIM at the moment. I wonder if investors will start moving money into #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1709826699842449821) 2023-10-05T07:03Z [----] followers, [----] engagements "Someone on telegram pointed out that this could be the first RNS published via Newswire. That expands the reach very well. Its $900 a pop too. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1709828354038210880) 2023-10-05T07:10Z [----] followers, [----] engagements "FMcL is excited about being in the next week. The Senior Director of Oncology Discovery at Johnson & Johnson Liked this post too. Note J&J is one of the main Doxorubicin players. #AVCT #OnTour" [X Link](https://x.com/tom_the_bomb__/status/1710215148110049450) 2023-10-06T08:47Z [----] followers, [----] engagements "@downunderfutbol @MylesMcNulty @asininitybeyond @jivetur88775834 @RAH00084 @avacta They *could* be about to announce a [----] deal at the conference. Quite often deals land during conferences. [--]. Gain attention for both parties [--]. Build excitement for both parties pipelines [--]. Signal confidence in management & future execution [--]. To trigger further deals #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1710235617571880992) 2023-10-06T10:08Z [----] followers, [----] engagements "@downunderfutbol @MylesMcNulty @asininitybeyond @jivetur88775834 @RAH00084 @avacta As an example - the JP Morgan Healthcare Conference is one of the largest & most important conferences in the world. It's a popular venue for drug companies to announce major deals such as mergers and acquisitions" [X Link](https://x.com/tom_the_bomb__/status/1710236145026498925) 2023-10-06T10:10Z [----] followers, [---] engagements "#AVCT has got yesterday's news onto the press release section on Bloomberg:" [X Link](https://x.com/tom_the_bomb__/status/1710261453486178714) 2023-10-06T11:51Z [----] followers, [----] engagements "#AVCT get a mention in this. Published 2nd October 2023: Define cancer-associated fibroblasts (CAFs) in the tumor microenvironment: new opportunities in cancer immunotherapy and advances in clinical trials" [X Link](https://x.com/tom_the_bomb__/status/1710262314392285442) 2023-10-06T11:54Z [----] followers, [----] engagements "@avacta Find a way to target the TME over sustained periods obliterate tumours & you will be the most wanted biotech in the world. Next up - #AVCT announce they can target the TME over sustained periods & obliterate tumours via the major news channels" [X Link](https://x.com/tom_the_bomb__/status/1710273223210762458) 2023-10-06T12:38Z [----] followers, [----] engagements "@BobDibble8 @avacta Exactly. Avacta is significantly disrupting a $XXXB market right before our eyes" [X Link](https://x.com/tom_the_bomb__/status/1710287114854633807) 2023-10-06T13:33Z [----] followers, [---] engagements "@neutronicLSE Absolutely. Ive spent my time focussing on AVA6K achieving $5B+ sales in [--] years ($20B+) for example but the focus needs to shift. #AVCTs validated a platform for multiple toxins which will result in the disruption of a $XXXB market. Thats BPs focus. Ill stop de-ramping" [X Link](https://x.com/tom_the_bomb__/status/1710584286913446022) 2023-10-07T09:14Z [----] followers, [----] engagements "Re; other preCISION drugs: I hope we can get to the point where we can talk about that relatively soon. Its a race against time over in west London. First up the P1A data. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1710585495707582863) 2023-10-07T09:18Z [----] followers, [----] engagements "Here are some of them. Market size for the below in [----] is estimated to be approximately $110B per year excluding the 2nd most advanced tumour-agnostic AVA3996. Now factor in the increased efficacy & reduced side effects that preCISION can deliver. #AVCT #Validated π" [X Link](https://x.com/tom_the_bomb__/status/1710593255404908958) 2023-10-07T09:49Z [----] followers, [----] engagements "'Market size of ava6k compared to standard dox: 2.7x the amount 3x the number of cycles 2x the patient number size (older patients and those with heart conditions) and say 2x the price (on patent vs. generic). 32x the dox market.just for STS.' The market is asleep #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1710759634552713572) 2023-10-07T20:50Z [----] followers, [----] engagements "@SeanDentBsc I would say quite a bit more than that per year. $10B per year could end up being closer. Standard Dox is expected to be $2B per year by [----]. The hardness part is to put a value on the platform. I expect a bidding war behind the scenes & then bang well be gone" [X Link](https://x.com/tom_the_bomb__/status/1711095029756817551) 2023-10-08T19:03Z [----] followers, [----] engagements "@RAH00084 @MylesMcNulty Can you imagine if #AZN $NVS $PFE or $JNJ had just announced that they had dosed 3x standard level of Dox with no cardiotoxicity & seen a 'significant reduction in tumour volume' in a stage 4/EoL STS patient They have investors who get it. Billions would've been added. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1711288955776143438) 2023-10-09T07:54Z [----] followers, [----] engagements ""Huge potential value both for patients and investors in the next period."". Eliot knows what's on the way. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1711357631053398297) 2023-10-09T12:27Z [----] followers, [----] engagements "'long sought after goal for many oncology drug companies' This statement in the Interims removed any worries on an early/cheap takeover. #AVCT know what they have achieved. Truly ground-breaking in a $XXXB per year industry 'Long sought after goal' sounds pricey" [X Link](https://x.com/tom_the_bomb__/status/1711359483878760685) 2023-10-09T12:34Z [----] followers, [----] engagements "Yes a +7% rise is good to see but I won't get excited until I see pound moves. #AVCT has confirmed they've validated the preCISION platform. A platform that can be widely applied to a $XXXB market. A platform that every oncology company will want. It gets fun soon" [X Link](https://x.com/tom_the_bomb__/status/1711380613918273831) 2023-10-09T13:58Z [----] followers, [----] engagements "@RAH00084 I like this previous post from yourself re [--]. 'Biotech moves very slow then very quickly'. We've had the slow.Maybe it's time for. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1711382639276400654) 2023-10-09T14:06Z [----] followers, [----] engagements "@Ronnycant2 That wouldn't be a very sensible or likely strategy. That would trigger a bidding war. If I can work out that preCISION is likely to be generating $5B-$7B in [--] years with the appropriate funding/partners then I'm sure BP can. #AVCT will bring on a heavyweight partner soon IMO" [X Link](https://x.com/tom_the_bomb__/status/1711650560082903527) 2023-10-10T07:51Z [----] followers, [----] engagements "FOMO They should've just bought last month at 106p. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1711763153636245880) 2023-10-10T15:18Z [----] followers, [----] engagements "For those interested the search term Avacta peaked at approx 1.30pm U.K. time in the US. i.e just before the market opened. Interestingly it did continue throughout the afternoon too. β€ #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1711872584420057592) 2023-10-10T22:33Z [----] followers, [----] engagements "Only another [-----] to go It's good to see the share price starting to murmur though. #AVCT DYOR/IMO" [X Link](https://x.com/Tom_The_Bomb__/status/1712021306198131068) 2023-10-11T08:24Z [----] followers, [----] engagements "Novartis CEO: Is there high quality science β Is there high quality medicines & technology that can be brought into our pipeline β As data starts to mature there could be more activity. Can the science and the data justify an acquisition β #AVCT π―" [X Link](https://x.com/tom_the_bomb__/status/1712213546212212879) 2023-10-11T21:08Z [----] followers, [----] engagements "I wonder if #AVCTs interim CMO knows Janet" [X Link](https://x.com/tom_the_bomb__/status/1712232308718055611) 2023-10-11T22:22Z [----] followers, [----] engagements "@AM2370930131 I believe thats exactly what Avacta has been doing the last [--] months with the trips to . Who wants the keys to a $XXXB market BP will need the data public to back up*big* numbers to their shareholders. Funny how #AVCT is now releasing the data earlier than intended π" [X Link](https://x.com/tom_the_bomb__/status/1712365383422754926) 2023-10-12T07:11Z [----] followers, [----] engagements "I still stand by: #AVCT is *THE* stock to own in [----]. 'Groundbreaking' 'Paradigm shift' 'Significant reduction in tumour volume' 'preCISION works' 'treatment paradigm changer' 'stunning' 'remarkable' 'move to fortnightly dosing' (1st line treatment) 'significant response'" [X Link](https://x.com/tom_the_bomb__/status/1712411099016905187) 2023-10-12T10:13Z [----] followers, [----] engagements "What a week π It looks like its going to get even more interesting very soon looking at the share price action over the last month. Good weekend all. #AVCT #Commercialisation π" [X Link](https://x.com/tom_the_bomb__/status/1712878810540958155) 2023-10-13T17:11Z [----] followers, [----] engagements "@BobDibble8 [--]. License deal [--]. Readout [--]. License deal [--]. FDA [--]. Buyout No alternative listing IMO" [X Link](https://x.com/tom_the_bomb__/status/1713214041324241003) 2023-10-14T15:23Z [----] followers, [----] engagements "@RAH00084 Right so the Head of Discovery Innovation at Novartis believes #AVCT has a platform that will create a paradigm shift in the industry. We have confirmation from big pharma the platform is doing exactly what it is supposed to do. Big pharma are all over us. Hold on tight IMO" [X Link](https://x.com/tom_the_bomb__/status/1713634633160524076) 2023-10-15T19:15Z [----] followers, [----] engagements "I do find it quite amusing knowing that #AVCT has only added 85M to its market cap since first dosing in august [----] & we now know were on the verge of a paradigm shift. This is in a market worth roughly $200B per year. The brakes will have to come off soon" [X Link](https://x.com/tom_the_bomb__/status/1713804769469313370) 2023-10-16T06:31Z [----] followers, [----] engagements "@boy_cellar Those accounts probably still struggle to put on a tie. Today #AVCT confirmed [----] works with new data & AVA28 is looking π₯. Weve also had confirmation the [----] readout is in Q4. ie anytime within the next 6-7 weeks. The biggest value inflection point in its existence Yep" [X Link](https://x.com/tom_the_bomb__/status/1714007802232942782) 2023-10-16T19:57Z [----] followers, [----] engagements "Worth reading this again after todays news on the Affimer platform. Specifically pages [--] and [--]. Its no coincidence that this went live last week. #AVCT is the future of oncology. Dr Fiona McLaughlin Avacta Therapeutics Chief Scientific Officer has contributed an article on 'The Future of #Oncology Innovation' to @EBRmagazine. #AVCT https://t.co/8ZUwAhadW7 Dr Fiona McLaughlin Avacta Therapeutics Chief Scientific Officer has contributed an article on 'The Future of #Oncology Innovation' to @EBRmagazine. #AVCT https://t.co/8ZUwAhadW7" [X Link](https://x.com/Tom_The_Bomb__/status/1714018094161576014) 2023-10-16T20:38Z [----] followers, [----] engagements "@SystemsTh1nker @downunderfutbol Makes sense to me. We know groundbreaking news is on the way. Easy money" [X Link](https://x.com/tom_the_bomb__/status/1714018558999412814) 2023-10-16T20:40Z [----] followers, [---] engagements "Trodelvy was expected to hit $4B sales in [----] when the $21B deal was agreed in [----]. Its now expected to reach $3B in [----]. As weve seen with Novartis preCISION is clearly gaining global attention by those relevant. preCISION: obliterates cancer & existing revenues #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1714227546215108684) 2023-10-17T10:31Z [----] followers, [----] engagements "#AVCT is on the verge of a paradigm shift in oncology. We know this & so do big pharma. The implications of the platform are huge. $XXXB huge. @avacta need to communicate this ASAP to protect shareholders. Avacta need to communicate the pathway to commercialisation ASAP" [X Link](https://x.com/tom_the_bomb__/status/1714370974601105601) 2023-10-17T20:01Z [----] followers, [----] engagements "The market is clearly struggling to understand the value here. @avacta need to prioritise the communication of this. #AVCTs first drug AVA6000 is likely to generate $5B-$10B p.a() Phase [--] is likely to cost just 35M-40M. Cash runway until late [----] & lots of optionality" [X Link](https://x.com/tom_the_bomb__/status/1714530751763394652) 2023-10-18T06:36Z [----] followers, [----] engagements "Brilliant @ZaksTradersCafe Should be a good few weeks coming up. Especially with the biggest news update in #AVCT's history set to land very soon. & we already know. 'The clinical data emerging for our lead preCISION drug AVA6000 is ground-breaking'" [X Link](https://x.com/tom_the_bomb__/status/1714664529815056546) 2023-10-18T15:27Z [----] followers, [----] engagements "What is my realistic dream scenario Q4 23: 6K data preCISION license deal ($25M+ upfront) SP = 300p+ Q1 24: Sell DX division = $60M SP = 450p+ Q2 24: FDA designation Fortnightly 6K data π€― Equity raise of $100M @ 550p SP = 700p+ *IMO/DYOR* #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1714904331378442633) 2023-10-19T07:20Z [----] followers, [----] engagements "The interest in FAP continues to grow. GE HealthCare has just signed a license deal with SOFIE. Part of their 'next generation portfolio of investigational targets'. Molecule of the century anyone #AVCT https://www.gehealthcare.com/about/newsroom/press-releases/sofie-and-ge-healthcare-enter-licensing-agreement-to-develop-fap-pet-radiotracers https://www.gehealthcare.com/about/newsroom/press-releases/sofie-and-ge-healthcare-enter-licensing-agreement-to-develop-fap-pet-radiotracers" [X Link](https://x.com/t0m_the_b0mb_/status/1714982359773143265) 2023-10-19T12:30Z [----] followers, [----] engagements "Merck signs upfront $4B (5.5) deal with Daiichi for cancer therapy development worth up to $22B depending how successful the drugs are. π at image [--]. Someone needs to send an #AVCT @avacta presentation to @Merck. Up to $22B if they see multibillion dollar sales in 12+ years" [X Link](https://x.com/tom_the_bomb__/status/1715251721050443788) 2023-10-20T06:20Z [----] followers, [----] engagements "This highlights how big pharma are happy & keen to spend tens of billions of dollars to potentially reduce damage to normal cells. Someone needs to tell them that #AVCT has a groundbreaking platform that will protect their revenue for years to come. Biggest BP FOMO ever π" [X Link](https://x.com/tom_the_bomb__/status/1715253420561518983) 2023-10-20T06:27Z [----] followers, [----] engagements "As I and many have said before #AVCTs preCISION technology is disrupting a $XXX market. A market that the likes of Novartis Roche Merck Pfizer etc *need* to protect. Why pay $22B when the market for these will be decimated by preCISION Buy the best. Forget the rest" [X Link](https://x.com/tom_the_bomb__/status/1715257483491430522) 2023-10-20T06:43Z [----] followers, [----] engagements "ground-breaking long sought after goal dramatic reduction in the usual toxicities platform is doing exactly what it was designed to do Remarkable significant reduction in tumour volume Who moves first to protect their existing annual sales of $XXB #AVCT This has now brought this forward by [--] months. A big partner could be joining much sooner than originally anticipated. #AVCT https://t.co/SimHbTEIYf This has now brought this forward by [--] months. A big partner could be joining much sooner than originally anticipated. #AVCT https://t.co/SimHbTEIYf" [X Link](https://x.com/tom_the_bomb__/status/1715307521752133856) 2023-10-20T10:02Z [----] followers, [----] engagements "@avacta Clinical i.e human data has now validated the platform. In the interims AS mentioned that #AVCT hope to update us on the other assets soon. These are being referred to as 'high value assets' in this written summary. The PR is definitely warming up now. The SP disconnect widens" [X Link](https://x.com/tom_the_bomb__/status/1715319506371858803) 2023-10-20T10:50Z [----] followers, [----] engagements "@avacta It's nearly time to properly tell the world that their platform has the $XXXB solid tumour market firmly in the crosshairs. The clinical data is the starting gun. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1715320304317178319) 2023-10-20T10:53Z [----] followers, [----] engagements "Slightly off topic. Traders speculate that a rival bidder could be coming in for POINT Biopharma due to trading above the Eli Lilly sale price. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1715332962642772219) 2023-10-20T11:43Z [----] followers, [----] engagements "@BMHLTD The validation of #AVCTs preCISION platform couldnt have come at a better time. Have a a read of this:" [X Link](https://x.com/tom_the_bomb__/status/1716341785134326263) 2023-10-23T06:32Z [----] followers, [----] engagements "@BMHLTD Inevitable when you have groundbreaking platform technology" [X Link](https://x.com/tom_the_bomb__/status/1716344105775648954) 2023-10-23T06:41Z [----] followers, [---] engagements "The investigation concerns whether the POINT Biopharma Board breached its fiduciary duties to shareholders by failing to conduct a fair process including whether Eli Lilly and Company is paying fair value to shareholders of the Company. #AVCT https://www.barrons.com/amp/articles/shareholder-notice-brodsky-smith-announces-an-investigation-of-point-biopharma-global-inc-pnt-4d9336ed https://www.barrons.com/amp/articles/shareholder-notice-brodsky-smith-announces-an-investigation-of-point-biopharma-global-inc-pnt-4d9336ed" [X Link](https://x.com/t0m_the_b0mb_/status/1716566151885451470) 2023-10-23T21:23Z [----] followers, [----] engagements "@pissouri_villa @boy_cellar @avacta My preference is to sell DX division for $50M+ in Q1 [----] and raise $50M-$100M at 200p-250p early [----] with specialist investors. Retain 100% preCISION gather fortnightly data & then start P2. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1716759325224374570) 2023-10-24T10:11Z [----] followers, [---] engagements "@Ronnycant2 @pissouri_villa @boy_cellar @avacta My preference detailed above would be over a very short period of time i.e 3-4 months which should tease out an acquisition later in [----]. We need to advance [----] & STS in [----] first which Avacta has the ability to do. They will also advance [----] in [----] too" [X Link](https://x.com/tom_the_bomb__/status/1716771065572012481) 2023-10-24T10:58Z [----] followers, [---] engagements "@RAH00084 The key parts for me are below. They have a patient (still on trial) that will help #AVCT tell the world what their *platform technology* is achieving. Main stream media is being lined up. No wonder the buying has gone up a gear. It's leaking. #Obliterato I do think so" [X Link](https://x.com/tom_the_bomb__/status/1717580211510825234) 2023-10-26T16:33Z [----] followers, [----] engagements "Not sure if this has been picked up on. See below. Case studies plural(). Can you see #AVCT present one patient case study with significant tumour reduction & then [--] or [--] more who have observed a much much smaller amount of efficacy No way. #Obliterato π" [X Link](https://x.com/tom_the_bomb__/status/1717841906997117150) 2023-10-27T09:53Z [----] followers, [----] engagements "Hows that for a [--] month chart Not even warmed up yet. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1717928957025095989) 2023-10-27T15:39Z [----] followers, [----] engagements "As big pharma inevitably run the slide rule over the platform its worth remembering #AVCT has informed the market that preCISION can be widely applied to a $65B+ (23) market. Note this is limited by the side effects. Soon we may find ourselves in a position where we 1/3" [X Link](https://x.com/tom_the_bomb__/status/1718218369495707846) 2023-10-28T10:49Z [----] followers, [----] engagements "receive an offer. Conservatively were targeting a TAM worth $100B per year. Something that pharma companies will be *very* aware of. #AVCT is in an unbelievably strong negotiating position being cashed up for [--] months with lots of optionality to extend this. 2/3" [X Link](https://x.com/tom_the_bomb__/status/1718218403008180340) 2023-10-28T10:49Z [----] followers, [----] engagements "The platform has now been validated in the clinic & understandably lots of pharma companies want it. When the time comes to vote focus on the market were disrupting not the price we trade for. Importantly #AVCT @avacta dont need to sell up. But pharma need to buy us. 3/3" [X Link](https://x.com/tom_the_bomb__/status/1718218458821788031) 2023-10-28T10:49Z [----] followers, [----] engagements "One of the things I love about #AVCTs tech is that it will now result in a $200B industry having to rewrite their strategies. @avacta has the tech to boost efficacy & remove dose limiting toxicities in the solid tumour market in a simple cost effective way. Groundbreaking" [X Link](https://x.com/tom_the_bomb__/status/1718257123157586327) 2023-10-28T13:23Z [----] followers, [----] engagements "@avacta Groundbreaking is not a quick $5B sale nor is it $20B. #AVCT doesnt need to sell up. Big pharma need to protect their revenues though. Thats the key here. preCISION can make toxins safer. preCISION will decimate existing drug sales in a market worth $100B-$200B annually" [X Link](https://x.com/tom_the_bomb__/status/1718258077571461304) 2023-10-28T13:27Z [----] followers, [----] engagements "@Livinginthesurf @avacta Yeah Im of the opinion a buyout will come quite quickly" [X Link](https://x.com/tom_the_bomb__/status/1718294239551819957) 2023-10-28T15:50Z [----] followers, [---] engagements "#AVCT continues to gather interest in the over the last [--] days" [X Link](https://x.com/tom_the_bomb__/status/1718956376406323486) 2023-10-30T11:41Z [----] followers, [----] engagements "@Bramosh7 @Livinginthesurf @gilesgeddes @RAH00084 One way to look at it is - there are lots of drugs that target different cancers. The preCISION platform has the ability to make many of these drugs safer & more efficacious. 6K is the pathfinder. The big value comes from validating the platform for wider use" [X Link](https://x.com/tom_the_bomb__/status/1719146439270371337) 2023-10-31T00:17Z [----] followers, [---] engagements "@Bramosh7 @Livinginthesurf @gilesgeddes @RAH00084 An existing drug could be generating $10B per year as an example. This market size has the potential to be tripled by preCISION. Whats a $20B-$25B buyout to the company above with sufficient data That could be just [--] year sales. We know the data is unequivocal. #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1719148433330626876) 2023-10-31T00:25Z [----] followers, [----] engagements "@MylesMcNulty @avacta Hi @MylesMcNulty can I ask what your thoughts are on one company owning the IP from a competition perspective please Bearing in mind the TAM is $150B+ I've seen the FDA jump in when much lower markets are involved. Surely one company won't be allowed to monopolise this Cheers" [X Link](https://x.com/tom_the_bomb__/status/1719328236084039900) 2023-10-31T12:19Z [----] followers, [----] engagements "@MylesMcNulty @avacta Apologies I meant FTC. Here's an example in May: preCISION could decimate existing drug sales worth $XXXB annually. https://www.ftc.gov/news-events/news/press-releases/2023/05/ftc-sues-block-biopharmaceutical-giant-amgen-acquisition-would-entrench-monopoly-drugs-used-treat https://www.ftc.gov/news-events/news/press-releases/2023/05/ftc-sues-block-biopharmaceutical-giant-amgen-acquisition-would-entrench-monopoly-drugs-used-treat" [X Link](https://x.com/tom_the_bomb__/status/1719330362583560519) 2023-10-31T12:27Z [----] followers, [---] engagements "Today is 1st Nov. This month or next month #AVCT will release their P1 data. *All* eyes on AVCT. The platform will have pharma excited & worried. Who moves 1st.we're on the 'verge of a paradigm shift'. With a TAM of $200B & m'cap of just $460M the m'cap will change. 1/2" [X Link](https://x.com/tom_the_bomb__/status/1719626215391166789) 2023-11-01T08:03Z [----] followers, [----] engagements "@jodoA4067 @RAH00084 Yep. Note the last paragraph below from Eliot in the September Interims. They great thing here is #AVCT know what's on the way" [X Link](https://x.com/tom_the_bomb__/status/1719657610910044299) 2023-11-01T10:08Z [----] followers, [----] engagements "Prevent the side effects of therapy for those living with and beyond cancer Chemotherapy without the side effects anyone #AVCT @avacta π" [X Link](https://x.com/tom_the_bomb__/status/1720150897995477357) 2023-11-02T18:48Z [----] followers, 13.3K engagements "The timing of this video is *very* interesting. How many drugs prevent the side effects of therapy. Surely just this is just their vision/dream scenario Maybe not preCISION is groundbreaking tech & #AVCT is on the verge of a paradigm shift in oncology" [X Link](https://x.com/tom_the_bomb__/status/1720159651302404410) 2023-11-02T19:23Z [----] followers, [----] engagements "At some point soon the share price will start to move. #AVCT will soon be releasing data from their P1 trial that has already been described as: β Groundbreaking β Remarkable β Verge of paradigm shift in oncology β Lots are saying they want it I'm ready. Are you" [X Link](https://x.com/tom_the_bomb__/status/1720358960681644178) 2023-11-03T08:35Z [----] followers, [----] engagements "And here it is from the main man himself. Weve reached an incredibly exciting news period for investors but more importantly for future cancer patients worldwide. #AVCT can deliver toxins to the tumour sparing healthy tissues. Truly groundbreaking" [X Link](https://x.com/tom_the_bomb__/status/1720363567889731858) 2023-11-03T08:53Z [----] followers, [----] engagements "@BryonDHW1 I've not come across another listed company that has provided investors with as much detail to base an investment decision on" [X Link](https://x.com/tom_the_bomb__/status/1720374683260858468) 2023-11-03T09:37Z [----] followers, [---] engagements "@BryonDHW1 .that holds IP that will disrupt a $XXXB market" [X Link](https://x.com/tom_the_bomb__/status/1720374833618264324) 2023-11-03T09:38Z [----] followers, [--] engagements "@BobDibble8 I would like to see the DX division sold off in early [----] for $70M. #AVCT can then continue to gather data & obtain a much higher buyout price at the back end of [----] or early [----]. More data = higher buyout price. Will BP pounce sooner knowing the data is 'unequivocal'" [X Link](https://x.com/tom_the_bomb__/status/1720832647587352897) 2023-11-04T15:57Z [----] followers, [----] engagements "@RAH00084 P2 is likely to cost $40M pa (STS). Ive heard suggestions they could look to sell to private equity for around $70M. $50M-$70M and it would be a big yes from me. Cash runway extended once again and we retain preCISION in its entirety whilst increasing the value of the IP" [X Link](https://x.com/tom_the_bomb__/status/1720878724432744640) 2023-11-04T19:00Z [----] followers, [---] engagements "#AVCT has confirmed preCISION works. It does exactly what it says on the tin. Were on the verge of a paradigm shift in a $200B market. Yet we sit at 1.46p. Absolute madness. See you on the next RNS where I look forward to the planned PR fireworks from @avacta" [X Link](https://x.com/tom_the_bomb__/status/1722394961901932694) 2023-11-08T23:25Z [----] followers, [----] engagements "@111BEN_111 @asininitybeyond @BMHLTD @avacta There does appear to be some interesting changes happening at Avacta. The Clinical Study Manager and Senior CRA are now 'Open to work' on LinkedIn. Christina Coughlin (based in US) isn't going to cover CDO CMO & the [--] roles detailed above" [X Link](https://x.com/tom_the_bomb__/status/1727312833669718392) 2023-11-22T13:07Z [----] followers, [---] engagements "This is a post on a FB group for breast cancer. 30+ people sent an email to the @US_FDA that included AVA6000 within it. They're slowly getting noticed. #AVCT is on the verge of announcing a paradigm shift. C'mon @avacta π #Oncology #Chemotherapy #WithoutSideEffects" [X Link](https://x.com/tom_the_bomb__/status/1727461612364214495) 2023-11-22T22:58Z [----] followers, [----] engagements "Buyers entering. About bloody time. Dont people know @avacta is on the very of a paradigm shift in a $200B market #AVCT" [X Link](https://x.com/tom_the_bomb__/status/1727662022286811540) 2023-11-23T12:14Z [----] followers, [----] engagements "@BenGrahamStocks @MarulaPlc @avacta @OraclePowerPlc @vast_resources #AVCT for me Ben. Theyve cracked a half century problem that big pharma has spent trillions trying to do in a TAM worth approx $200B. Id recommend reading up on them if you havent yet" [X Link](https://x.com/tom_the_bomb__/status/1727949563598602241) 2023-11-24T07:17Z [----] followers, [----] engagements "@MBdaytrading I admit I thought wed be well clear of the 100s by now considering the news flow of the last [--] months" [X Link](https://x.com/tom_the_bomb__/status/1729027998492590440) 2023-11-27T06:42Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Tom_The_Bomb__ βπ
ΎοΈβοΈπ£βπ ΎοΈβοΈπ£ posts on X about novartis, $xxxb, $xxb, $xxxm the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance stocks cryptocurrencies technology brands exchanges currencies countries social networks travel destinations celebrities
Social topic influence novartis #46, $xxxb, $xxb, $xxxm, nasdaq, $xb, in the, has been, $20b, $5b
Top accounts mentioned or mentioned by @rah00084 @asininitybeyond @seandentbsc @mylesmcnulty @andrewdigby3 @bmhltd @blueberrymgmnt @bobdibble8 @jivetur88775834 @coughlin582 @111ben111 @greatlandgold @neutroniclse @littleboyblue75 @cumulus51896691 @livinginthesurf @novartis @jenkoool @fizzy864729 @bramosh7
Top assets mentioned Novartis AG (NVS) XBANKING (XB) Pfizer, Inc. (PFE) AbbVie Inc (ABBV) Merck & Co., Inc. (MRK) Eli Lilly and Company (LLY) Morgan Stanley (MS) Frontier (FRONT) AstraZeneca PLC (AZN) Naked Crab Man (NCM) Johnson & Johnson (JNJ)
Top posts by engagements in the last [--] hours
"Hopefully this is useful for everyone regarding the next #GDXJ purchase. $30m (approx) incoming buy @vaneck_us #GGP"
X Link 2020-12-01T10:00Z [----] followers, [--] engagements
"So we're back where we were just a week ago before Blackrock and other funds took tens of millions. Happy with that based on the initial 4.2Moz resource. A good base going into [----] IMO. Roll on Swag & the next GDXJ purchase. #GGP"
X Link 2020-12-10T14:05Z [----] followers, [--] engagements
"A Fund manager's view posted by Hydro on LSE. They manage around 350m. #GGP"
X Link 2020-12-15T20:08Z [----] followers, [--] engagements
"It feels rather nice getting in before all this lot. Sprott β
VanEck GDXJ β
Lothian Pension Fund β
Blackrock β
Credit Suisse β
Morgan Stanley β
L&G β
Citibank β
Charles Stanley β
Socit Gnrale β
Pershing β
Invesco β
.who's next. #SuperStock #GGP"
X Link 2020-12-22T10:57Z [----] followers, [--] engagements
"@Amperduke @chrismelling1 @GreatlandGold Lol the irony is strong with this one"
X Link 2021-01-16T13:50Z [----] followers, [--] engagements
"Worth highlighting that in Hannam & Partners' August [----] note they forecasted profit after tax of 38.4m for [----] with 36.2m free cash flow for year [----] jumping to 103.3m in [----]. Think how much exploration we'll be doing then. A Buy or Hold for me ππ° #GGP"
X Link 2021-01-27T08:54Z [----] followers, [--] engagements
"Just reading back through the $NCM Earnings call transcript from last month featuring Sandeep Biswas. Always good to remind yourself that its not a dream. 1.6p TBC #GGP"
X Link 2021-03-18T21:59Z [----] followers, [--] engagements
"Thatll do in [--] years π€ Think of the divi π #Havieron #GGP @GreatlandGold I spy with my little eye. 8100$ gold #xauusd #inflation #xagusd #dxy #nasdaq #bitcoin https://t.co/tTu2bCWWzN I spy with my little eye. 8100$ gold #xauusd #inflation #xagusd #dxy #nasdaq #bitcoin https://t.co/tTu2bCWWzN"
X Link 2022-01-23T02:14Z [----] followers, [--] engagements
"What price could #GGP be trading at in a month or so My focus is on their house broker Berenberg: "We attribute a value of US$228mln to the 5% share in Havieron" So $1.4b for 30% of Havieron. This excludes ALL other assets. I'd like to see a rerate to $1.5b+ m'cap min"
X Link 2022-02-01T12:04Z [----] followers, [--] engagements
"@boy_cellar Great to see. Makes sense as we know from the AGM that the diagnostics div will be generating rev in [----]. Therapeutics Div β
preCISION Affimer TMAC Diagnostics Division β
LG Chem Daewoong No wonder #AVCT expect to be the next Roche. $XXXB https://www.rapivd.com/news-resources https://www.rapivd.com/news-resources"
X Link 2022-10-02T12:12Z [----] followers, [--] engagements
""If they are sitting on the Holy Grail they havent got a chance" Agreed. We know the "data are unequivocal". We know "that doxorubicin is being released in the tumour tissue and at significant levels therapeutically relevant levels". This is revolutionary $XXXB tech. #AVCT"
X Link 2023-02-20T13:02Z [----] followers, [----] engagements
"@that_stocks_guy This was one of the possible scenarios that @MylesMcNulty has previously put forward in his excellent investment notes: https://aimchaos.files.wordpress.com/2023/02/avacta-group-validation-of-precision.pdf https://aimchaos.files.wordpress.com/2023/02/avacta-group-validation-of-precision.pdf"
X Link 2023-04-10T20:10Z [----] followers, [----] engagements
"Which IMO theyd need to do to realise their aim of being a $XXXB company competing with the likes of Roche. #AVCT"
X Link 2023-04-10T20:13Z [----] followers, [----] engagements
"US sales of @TakedaOncology's Velcade decreased by -45.3%() due to 'the start of rapid generic erosion'. This highlights the revenue decimation that occurs when drugs come off-patent. #AVCT's preCISION could end up the saviour for numerous pharma companies. 1/2"
X Link 2023-05-09T12:16Z [----] followers, [----] engagements
"@MylesMcNulty @Sloanos @lavelle_miss @Borg74 @truant2tb @avacta Agreed. Its quite clear a buy out will come by the end of [----] for those that have read up on the company. Importantly this will be based on anticipated future platform sales & what large pharma deem appropriate to secure a $XXXB market. Which is why its so exciting π #AVCT"
X Link 2023-05-16T05:55Z [----] followers, [----] engagements
"#AVCT is funded until early [--]. Avacta will know the potential value of the technology so will therefore not want to (or need to) sell it until an appropriate offer is tabled. An appropriate offer will IMO only be tabled & accepted with data that proves efficacy. 1/2"
X Link 2023-05-24T06:43Z [----] followers, [----] engagements
"#AVCT could sell up for $XB next week if they wanted but why would they when they have funding to turn this into a $XXB offer in [----] Exciting times. 2/2"
X Link 2023-05-24T06:43Z [----] followers, [----] engagements
"@Cumulus51896691 Theyve clearly been quietly developing TMAC & [----] internally over the last [--] months while the focus publicly has understandably been on [----]. As many have said - the focus will one day shift from $XB [----] to $XXB preCISION. #AVCT will be revalued when the time is right"
X Link 2023-06-12T21:14Z [----] followers, [----] engagements
"#AVCT was held from 11am all day at 106p. Order filing 246K trade at 106p just landed. It would make sense it was a buy given todays key updates. Perhaps someone wanted it lower and settled for [---] Either way who cares really. Funded and the trial continues to go well. π»"
X Link 2023-06-19T16:41Z [----] followers, [----] engagements
"@NAJJCAPITAL Its a who wants a $XXXB market slide"
X Link 2023-06-28T06:36Z [----] followers, [---] engagements
"Off-topic but not too much. CEO of F-Star is #AVCT Chair Eliot Forster. F-Star has once again strengthened their relationship with Takeda with a deal worth up to US$1B. It's their third licence agreement with Takeda. Avacta Chair is clearly on good terms with Takeda"
X Link 2023-07-10T16:16Z [----] followers, [----] engagements
"#AVCT has a platform that can significantly reduce the side effects of 14+ drugs worth $60B per year. preCISION takes this & 3x it. Then theres other warheads. Avacta has confirmed significant amounts of the drug is reaching the tumour. Avacta is gone in [----]. 1/2"
X Link 2023-07-11T17:51Z [----] followers, 11.1K engagements
"I want to see #AVCT become the next Roche but I cant see it. A $360M Mcap company cant retain IP that could generate $200B for the owner IMO. Simply not possible due to (1) revenue implications & more importantly (2) patient lives. Start the bidding at $30B 2/2"
X Link 2023-07-11T19:38Z [----] followers, [----] engagements
"@criticalthink95 Yes an offer they can't refuse. Simply due to the implications of a platform able to create a $XXXB market for the eventual owner. The next Roche/Genentech acquisition IMO"
X Link 2023-08-03T07:26Z [----] followers, [--] engagements
"One day many will look back and wished they believed the below could be possible. @jivetur88775834 π #AVCT"
X Link 2023-08-06T08:10Z [----] followers, 11.1K engagements
"Lots of pharma companies want #AVCTs preCISION platform. Think about this a bit more. Multiple pharma companies therefore know it works. Theyre not waiting for theP1A data like retail investors are. Q: How many pharma companies has Avacta been speaking with A: Lots"
X Link 2023-08-06T20:23Z [----] followers, [----] engagements
"The vast majority of P1A patients dont have tumours that are treatable with Doxorubicin. #AVCT dont expect to see any efficacy due to the above. Sarcoma patients should respond to Doxorubicin though. 1/4"
X Link 2023-08-07T21:56Z [----] followers, [----] engagements
"Jupiter Investment Management removed their short position on #AVCT in October [----]. They declared on 31st July [----] that they had purchased [------] shares. A very clear change on their view of the company"
X Link 2023-08-09T12:27Z [----] followers, [----] engagements
"The $XXXB platform works. Closing price today; 106.5p. @RemindMe_OfThis in [--] months. #AVCT"
X Link 2023-08-11T20:23Z [----] followers, [----] engagements
"Neil wins. #AVCT"
X Link 2023-08-11T20:37Z [----] followers, [----] engagements
"The timing couldnt be much better for #AVCT"
X Link 2023-08-12T14:08Z [----] followers, [----] engagements
"Just looking through my [----] AGM notes again. Image [--] was AS & EF before the cameras started rolling & image [--] are comments from Andrew Saunders. Now bear in mind this was over [--] weeks ago & dosing continues. #AVCT"
X Link 2023-08-17T06:26Z [----] followers, [----] engagements
"The image below show shows the opening paragraph from every AVA6000 DE RNS. I've tried to highlight the changes each time using different colours. Look at the change in tone and language as #AVCT gather more data. I wonder what the next RNS will include"
X Link 2023-08-17T12:06Z [----] followers, [----] engagements
"The transaction teams at Novartis Pfizer Roche Merck must be rolling around laughing at UK AIM investors. 185p to 98p since #AVCT told us that [--] of [--] biopsies had significant amounts of Dox in the tumour with dramatically lower side effects. Disruptive tech at its finest"
X Link 2023-08-21T11:07Z [----] followers, [----] engagements
"@growth_invest1 @SeanDentBsc Because Avacta don't have enough data to be able to agree a deal that they would be happy to recommend to shareholders. Avacta said in June that they are now starting to enter the commercialisation stage. You don't sell a $XXXB platform early. You keep it for as long as possible"
X Link 2023-08-21T14:03Z [----] followers, [---] engagements
"C'mon #AVCT it's my birthday. Let's have a blue day π€"
X Link 2023-08-22T09:18Z [----] followers, [----] engagements
"@RAH00084 @avacta I've seen a few people mention the comparison with Genentech. Roche took a 60% stake for $2.1B in [----]. In [----] Roche purchased the remaining 60% for a whopping $46B. I wonder if #AVCT is eyeing up a large partner to join them in a similar way Wouldn't that be good"
X Link 2023-08-23T08:17Z [----] followers, [----] engagements
"@RAH00084 @avacta #AVCT has a very strong hand because their tech is about to turn a $XXXB industry on it's head IMO. Partnering with someone like Novartis could mean (1) huge short-term rerate (2) significant shareholder returns & (3) drugs to patients much much quicker"
X Link 2023-08-23T08:24Z [----] followers, [----] engagements
"#AVCT has filled the CBO role. They put the role live on 3/8 and it was taken down just [--] days later on 22/8. Either Avacta has an amazing recruitment team driving this or they already had their person. The latter for me. #DealMakingTime https://avacta.com/careers/chief-business-officer/ https://avacta.com/careers/chief-business-officer/"
X Link 2023-08-23T09:31Z [----] followers, [----] engagements
"#AVCT uploaded this photo to their TX Google listing a week ago. I really like their About copy too. Theyre getting prepped for whats coming IMO"
X Link 2023-08-23T18:11Z [----] followers, [----] engagements
"Does anyone else find it quite satisfying knowing lots of companies want preCISION & were sat with a mcap of just $350M While some focus on the short term penny movements the likes of Novartis Pfizer Roche etc know #AVCT has a $XXXB market in the crosshairs. Who moves 1st"
X Link 2023-08-26T09:06Z [----] followers, [----] engagements
"'We are in the end game now.' Makes sense when you have the ability to disrupt a $XXXB industry. #AVCT over the last couple of years I've tried to share some of my understanding and knowledge (in what I endeavour to make an understandable format) on several platforms but by now if folks don't get it and want to argue a contrary view good luck to them. We are in the end game now. over the last couple of years I've tried to share some of my understanding and knowledge (in what I endeavour to make an understandable format) on several platforms but by now if folks don't get it and want to argue a"
X Link 2023-08-29T14:22Z [----] followers, [----] engagements
"Just found a post online by an individual in Switzerland. They state: 'The AVA6000 test looks promising' 'Ava is and doxirrubicin that only activates once reaches the tumor allowing mega high doses without the toxicity up to [---] times the standard dose' #AVCT 1/2"
X Link 2023-08-30T10:18Z [----] followers, [----] engagements
"It goes on to say that AVA6000 is an option 'that Dr Tap has offered us'. This was posted just [--] days ago. Good ay I find the location interesting too. If living in Switzerland maybe there'll be a Swiss trial site for 1B #AVCT needs to stop following Novartis π 2/2"
X Link 2023-08-30T10:18Z [----] followers, [----] engagements
"'mega high doses without the toxicity up to [---] times the standard dose' Importantly [---] times is Cohort [--] dose. #AVCT"
X Link 2023-08-30T10:22Z [----] followers, [----] engagements
"@AndrewDigby3 @Ophidian18 "Now that we are proving the concept of preCISION in humans in the clinic you can't underestimate the doors this has opened regarding partnerships." "We are now entering the commercial phase" "Validation of tumour targeting changed the conversations we're having" #AVCT π"
X Link 2023-08-31T10:24Z [----] followers, [----] engagements
"Only another +10p to get back to where #AVCT was over [--] years ago before the 1st dose. This should be 600p+"
X Link 2023-08-31T10:52Z [----] followers, [----] engagements
"@RAH00084 There's a disbelief that an AIM-listed stock could be disrupting a $100B+ industry. How can a Wetherby-based 'covid-stock' have a solution to a half-century problem preCISION drugs could generate $XXXB per year for the owner. How can #AVCT have this 80+ bagger No way"
X Link 2023-08-31T11:37Z [----] followers, [----] engagements
"Johnson & Johnson is one of the market leaders of Doxorubicin so I'm sure they've got an eye on #AVCT's preCISION & specifically AVA6K. J&J CFO described the companys appetite for M&A as voracious after a $13.2B cash injection. Fun time soonπ"
X Link 2023-08-31T16:40Z [----] followers, [----] engagements
"@ShareandShare1 Which prize preCISION Affimer TMAC #AVCT has the potential to be on here one day. A ramp Nope"
X Link 2023-09-01T18:11Z [----] followers, [----] engagements
"Ive not posted the first two videos below before. Theyre from early [----] before the 1st person was dosed with [----]. Then watch the 3rd video. This was from early [----] & [---] years of human data. I think Im going to wish I owned a lot more #AVCT very soon"
X Link 2023-09-03T07:45Z [----] followers, 10.6K engagements
"'Get ready for M&A: Large biopharma companies will have $1.7T in dealmaking firepower next year' This was a headline from Dec [----]. At the end of [----] the top [--] deals = $65B. A minute amount with $1.63T remaining ignoring any increase in firepower in [----]. #AVCT 1/3"
X Link 2023-09-04T07:57Z [----] followers, [----] engagements
"Why highlight this #AVCT confirmed in January that their PLATFORM TECHNOLOGY is delivering Dox into the tumour whilst having a very favourable safety profile. This PLATFORM TECHNOLOGY can be widely applied to a $60B market & likely triple it. Guess what happens next 2/3"
X Link 2023-09-04T07:57Z [----] followers, [----] engagements
"Easy - see the below. New PLATFORM TECHNOLOGY like preCISION doesn't come around often. A big battle behind closed doors will ensue IMO. #AVCT holds all the cards 'Lots say they want it'. Fears of placings gone. This is now about commercialisation of the platform. 3/3"
X Link 2023-09-04T07:57Z [----] followers, [----] engagements
"AVA6000 is night and day to standard Dox Significant amount of Dox in the tumour Consistency across all cohorts. No DLTs (as of end of C5). Clinicians cant tell if on AVA6000 #AVCT is clearly revolutionising a $XXXB+ industry. Market - wake up. Big pharma - hello"
X Link 2023-09-05T07:12Z [----] followers, [----] engagements
"Remarkably modest Couple patients with alopecia Lots of patients excited about taking part Majority of P1B will be in the US [--] longest patients on trial are esophageal & pancreatic #AVCT π"
X Link 2023-09-05T07:15Z [----] followers, [----] engagements
"@RAH00084 @MylesMcNulty @TarzanTrader1 Crucially its not required to replace Dox as the SoC. Very important to remember. Understandably theres huge excitement from a patient health perspective but from a commercial perspective #AVCT only need a slight improvement. Theyve already confirmed this"
X Link 2023-09-05T09:52Z [----] followers, [----] engagements
"I've been reading up on the Novartis Sandoz spin-off. They've released this prospectus today: Sandoz will focus on generics. They see a huge opportunity in the off-patent market over the next [--] yrs. preCISION will be firmly in their sights IMO. #AVCT"
X Link 2023-09-05T10:21Z [----] followers, [----] engagements
"FMcL is excited about the new stromal cell data from AVA6000 Principle Investigator Prof Udai Banerji. #AVCT"
X Link 2023-09-05T12:24Z [----] followers, [----] engagements
"The Chief Business Officer on approx 400K p.a starts in less than [--] weeks. Worth a reminder of the role and responsibilities. He/she will have a very busy period from the get-go knowing lots say they want it. #AVCT"
X Link 2023-09-05T17:58Z [----] followers, [----] engagements
"@Ophidian18 I've seen it before - GGP is a good example. Look at the 1st chart below. This was a [--] year period; Oct [----] - Jan [----] (similar to Spring [----] - Spring [----] for #AVCT). The 2nd chart is the same period but also includes the following year [----]. We're nearing this IMO"
X Link 2023-09-06T09:44Z [----] followers, [----] engagements
"@Blueberrymgmnt Hence 'lots are saying they want it'. #HolyGrail #AVCT"
X Link 2023-09-07T10:53Z [----] followers, [----] engagements
"Im not sure if this has been highlighted before but re-read the below after Cohort [--] completed. If even higher doses can be tolerated then this may make a significant difference to the outcomes in the efficacy study. How high will #AVCT go in 1B What are they seeing in C6"
X Link 2023-09-07T18:42Z [----] followers, [----] engagements
"@MylesMcNulty @avacta Rumours of 1A drawing to a close That's interesting. Not what I expected. I was expecting another cohort at least. Maybe an 8th"
X Link 2023-09-08T12:44Z [----] followers, [----] engagements
"I first came across #AVCT in [----] like many but only started buying in [----]. Fast forward to Sept [--] & IMO we could soon have confirmation that a $380M co has the tech to take a $XXXB market. I dont believe Ill have this opportunity again. DYOR. It might be worth it"
X Link 2023-09-08T18:25Z [----] followers, [----] engagements
"Once this is all over I would like to congratulate AS in person on his ability to remain professional composed and calm knowing what data he has had access to over the last 2+ years. Fair play. Unfortunately I would struggle. #AVCT"
X Link 2023-09-08T18:48Z [----] followers, [----] engagements
"@Blueberrymgmnt A great analogy. Apple stock was ignored for a while too. We know what happened to that"
X Link 2023-09-08T18:50Z [----] followers, [---] engagements
"Thanks to SP2021 on LSE: FMcL Liked a post on LinkedIn of Carla Bauer announcing her departure. Shes leaving Novartis & she would be a perfect fit for the new Chief Business Officer role IMO. Even if it proves incorrect #AVCT are clearly chummy with Novartis licensing. 1/2"
X Link 2023-09-09T17:23Z [----] followers, 10.3K engagements
"Ive given this more thought. IMO this is FMcL Liking a post who she communicates with. We know from my tweets that FMcL engages with Novartis licensing/transaction individuals at Novartis. Thats the point to highlight. If she does join it will be a great addition. #AVCT"
X Link 2023-09-10T11:22Z [----] followers, [----] engagements
"ADCs or as some call it - super Chemo is the focus by many in a $XXXB industry. Soon the world will know that -based #AVCT has a platform that is safer more efficacious() less complex & cheaper. Competition will be fierce will shift to preCISION IMO. 1/2"
X Link 2023-09-10T15:00Z [----] followers, [----] engagements
"So when #AVCT deliver an update on how good the preCISION platform technology is make sure you stop to appreciate what this means from a $XXXB market perspective. Not just AVA6K. P1 data unlocks the platform. Lots say they want it. The CBO starts very soon. Ready 2/2"
X Link 2023-09-10T15:00Z [----] followers, [----] engagements
"@drewster_1965 Great thread Andrew. Confirmation of efficacy removes the brakes meaning theres a gap to fill (not TA but valuation wise) between todays mcap & $XXB. #AVCT expect to 3x existing markets that preCISION can be applied to ($150B). + lots other commercial options as you say"
X Link 2023-09-11T05:11Z [----] followers, [----] engagements
"@AndrewDigby3 @drewster_1965 Even if we end the day flat (which I dont believe maybe an early spike & then continue PM) were a day closer to commencing the move to a market valuation that reflects the TAM ie $XXXB. Present early efficacy & it then begins IMO. Thats what Ive been waiting for"
X Link 2023-09-11T05:36Z [----] followers, [---] engagements
"@RAH00084 De-ramper π In all seriousness the price that ends up getting paid for this platform is hard to comprehend knowing this is making existing drugs much safer & poss boosting efficacy. Who will be the owner of a platform that will go on to generate $XXXB sales p.a #AVCT"
X Link 2023-09-12T05:53Z [----] followers, [----] engagements
"@RAH00084 At what point does a company decide to join #AVCT on this disruptive $XXXB journey We know lots want it. No deals to date. Avacta has time & options. Theyre not rolling over. This is about making a significant difference to patients π. If you want in you need to pay big"
X Link 2023-09-12T05:58Z [----] followers, [----] engagements
"Good to see the gains of the last week hold. Plus some decent buys coming through. #AVCT"
X Link 2023-09-12T15:47Z [----] followers, [----] engagements
"June: #AVCT hold AGM at the Royal Society of Medicine informing the market of the commercialisation phase. July: Appoint strategic comms agency. August: Chief Business Officer vacancy launched focussed on deal making. September: They cant make it any clearer IMO. DYOR"
X Link 2023-09-13T05:48Z [----] followers, [----] engagements
"As #AVCT sits with a sub $400M valuation its worth remembering that one Affimer deal with LG Chem is worth up to $1B ie 2.5x the current valuation. This ignores preCISION (which understandably is the focus) Affimer platform Affyxell/Daewoong JV TMAC & DX division. #AVCT"
X Link 2023-09-14T06:48Z [----] followers, [----] engagements
"Novartis CEO: 'Can the science & the data justify an acquisition or a deal'. #AVCT CEO: 'This is an extremely data rich trial'. Pharma want 'high quality science medicines and technology' to bring into their pipelines. preCISION is exactly this - transforming existing drugs"
X Link 2023-09-14T08:22Z [----] followers, [----] engagements
"#AVCT Chair: 'Lots are saying they want it' Why Because Avacta has high quality science & technology that is not complex & costly. The tech can be applied to many existing drugs making them significantly safer and (very likely) boost efficacy. Deals will get done"
X Link 2023-09-14T08:26Z [----] followers, [----] engagements
"Patent cliffs divestitures and maturing biotechs all point to more pharma M&A: analysts 07/09/23 #AVCT"
X Link 2023-09-14T13:06Z [----] followers, [----] engagements
"This was over [--] months ago. Near future is weeks not nearly half a year. Lots happening in the background. #AVCT #Jawdrop"
X Link 2023-09-16T10:59Z [----] followers, [--] engagements
"Looking at the #AVCT feed hes got exactly what he wanted to achieve. I prefer the facts - Avacta has technology that can be widely applied to a $60B market. If people want to shift the focus to a few pennies here and there - crack on. But remember youre helping him"
X Link 2023-09-18T17:14Z [----] followers, [----] engagements
"Great to see one of their internal programmes at AACR. Plus AVA3996 which as we all know they wouldnt be doing unless they had recapitulated the AVA6000 data from animal to human. And we know AVA3996 could be a tumour agnostic therapy. A big license option here too. #AVCT"
X Link 2023-09-19T05:51Z [----] followers, [----] engagements
"#AVCT preCISION platform is disrupting a $XXXB cancer treatment industry. Large investors will now start to enter. This could be quite quick IMO. Ive never known a company to have so much upside + global health significance. Incredible. FDA will be fast tracking this"
X Link 2023-09-19T06:26Z [----] followers, [----] engagements
"It'll take a while for the enormity of this to sink in. From a share price perspective #AVCT is at the same level it was when 1st patient was dosed. From a global health perspective they've confirmed incredible efficacy & safety meaning a likely 'paradigm shift'. 1/2"
X Link 2023-09-19T08:10Z [----] followers, [----] engagements
"@gilesgeddes Because P1A 'unlocks' a platform that will go on to generate $XXXB per year for the owner(s). It's what BP do. They acquire based on expected sales. Pfizer paid $43B for expected sales of $10B in [--] years time. Gilead paid $21B for projected sales of $4B in [--] years time. #AVCT"
X Link 2023-09-19T12:22Z [----] followers, [----] engagements
"Rapid pace at #AVCT. They are adapting very quickly to what theyve now validated in the clinic. The Chief Business Officer last month and now a Chief Medical Officer - both due to commercial opportunities. And thank you to Neil. Things are moving very quickly now"
X Link 2023-09-20T06:10Z [----] followers, [----] engagements
"Note that they need Christina in an interim role so theres clearly short term reasons for this. We also know #AVCT put a start date of Monday for the Chief Business Officer. Its happening & its at pace"
X Link 2023-09-20T06:32Z [----] followers, [----] engagements
"@RAH00084 @PerryC_WF A move to a m'cap of approximately $5B over the next [--] months seems appropriate here too. #AVCT"
X Link 2023-09-20T09:23Z [----] followers, [----] engagements
"Significant tumour volume reduction in a patient that was not expected to see any clinical benefit. #AVCT is making history here. Lets put the charts in the bin. Its now time for specialist investors to enter & rerate the company valuation"
X Link 2023-09-20T19:00Z [----] followers, [----] engagements
"108p This green line touches this line Support is now resistance [---] days this and that. No. This is revolutionary tech in a market worth $XXXB. This gets acquired. #BinTheCharts"
X Link 2023-09-20T19:04Z [----] followers, [----] engagements
"I would like to see the following over the next [--] months: P1A data early Dec [--] (250p) FDA Breakthrough Jan/Feb [--] (350p) DX sale ($60M) Feb/Mar [--] (475p) $100M-$150M funding with investors (550p) STS & Breast for P2 Trading 700p+ in Q2 [--] #AVCT"
X Link 2023-09-23T17:46Z [----] followers, [----] engagements
"#AVCTs peers in are trading 700-900p. We should be at this level in [--] months IMO. Once we have the data this might end up conservative. Why Because its a platform that makes existing drugs much safer boosts efficacy & is expected to achieve $XXXB p.a for the owner"
X Link 2023-09-23T17:51Z [----] followers, [----] engagements
"You can see why the price we trade at on AIM can make people underestimate the enormity of what #AVCT has. This is not a new costly complex drug combination. Avacta has confirmed they can deliver drugs with a lot less side effects with superior efficacy in a $XXXB market. 1/3"
X Link 2023-09-24T08:59Z [----] followers, [----] engagements
"I admit that I still struggle to get my head around the impact #AVCTs tech will have going forward. A $350M company with probably the most sought after advancement in half a century in an industry worth $XXXB per year() Well be away once the market grasps this. 2/3"
X Link 2023-09-24T08:59Z [----] followers, [----] engagements
"Zero PR to date. What has Consillium got planned We know #AVCT is on the verge of a paradigm shift & the data is being released earlier than they had planned. Billions $ have been spent over the last half century & were only [--] months away from Avactas announcement π³ππ"
X Link 2023-09-24T19:27Z [----] followers, [----] engagements
"@BMHLTD @jivetur88775834 #AVCT is seeing 'significant tumour size reduction' in very sick patients who have had already had multiple treatments. They didn't expect to see efficacy. This has beaten all expectations. Give [----] to someone stronger and healthier and the results could/will be incredible"
X Link 2023-09-25T16:18Z [----] followers, [----] engagements
"@BMHLTD @jivetur88775834 Imagine a world where cancer treatment does not result in heart damage An absolutely incredible and exciting prospect. I was so happy to hear that #AVCT have been able to bypass 1B and go to a Registrational P2"
X Link 2023-09-25T16:26Z [----] followers, [----] engagements
"Very funny on LSE. Everyones losing their mind about [----] to market in [----]. No longer do they try and scare people about whether it works. π they cant anymore. π Someone should let them know that #AVCT wont be the company that takes & creates a $150B+ market. π"
X Link 2023-09-28T06:32Z [----] followers, [--] engagements
"Today we found out that #AVCT is funded until late [----] something the trolls will definitely hate to hear. There was always going to be lots of non-dilutive optionality once @avacta was able to validate a $XXXB platform with human data. Funding Dont worry about that"
X Link 2023-09-28T19:37Z [----] followers, [----] engagements
"@Metalhead2525 That's exactly what the preCISION platform is. This is not about AVA6000 & STS i.e a $2B market in [--] years. #AVCT has confirmed the platform works in humans. The current market size is approximately $60B but because of the safety profile this could easily triple"
X Link 2023-09-29T08:47Z [----] followers, [----] engagements
"@Livinginthesurf @that_stocks_guy Ive not listened to it yet but worth pointing out FDA Breakthrough / Fast Track would bring this forward even further too. Maybe they meant $3B sales per year Which would be valued at approximately $15B. That would make more sense for AVA6000. AVA6000 is a $20B+ drug"
X Link 2023-09-30T10:18Z [----] followers, [---] engagements
"@Livinginthesurf @that_stocks_guy #AVCT has confirmed the platform is doing exactly what its supposed to do. It works. This is no longer up for debate. We also know that the tech can be widely applied to an existing $60B market. We also know Avacta expect to triple the market size. Its just procedural now"
X Link 2023-09-30T10:22Z [----] followers, [----] engagements
"Im not sure if this has been highlighted but there was a clear step change in #AVCTs communication last week now that theyve validated/confirmed the platform works. The value is in the platform A platform for established chemos + other potent toxins worth $XXXB p.a"
X Link 2023-09-30T13:47Z [----] followers, [----] engagements
"Billions of dollars have been spent trying to find alternatives to the likes of Doxorubicin. Dox is very good at cell killing. The problem is healthy cells are killed in the process. #AVCT have a way to make chemo's inert and only activate at the tumour site. Ground-breaking"
X Link 2023-10-02T11:00Z [----] followers, [----] engagements
"#AVCT is disrupting multi-billion dollar pipelines and existing multi-billion dollar revenues. This is disruptive technology at it's finest. Show me another company valued at $400M that is doing this in a $XXXB industry 'Lots are saying they want it' Of course they are"
X Link 2023-10-02T11:04Z [----] followers, [----] engagements
"@Blueberrymgmnt @MylesMcNulty I picked up on that too. I liked the reference to the lever too that enables distribution control. Amazing amazing tech"
X Link 2023-10-02T20:41Z [----] followers, [---] engagements
"The data thatll propel the share price is likely to land in our inboxes this month or next. Plus when #AVCT RNS their 1st deal this will be a heavyweight partner & likely provide upfront funding that could significantly extend the current runway of late [----]. 1/2"
X Link 2023-10-02T21:21Z [----] followers, [----] engagements
"@Tahirme61523728 Huge volume There's only been 165K traded. But I agree that something is happening. Avacta is revolutionizing the treatability of solid tumours"
X Link 2023-10-03T09:23Z [----] followers, [---] engagements
"Time for #AVCT to update their partner page to Eli Lilly. Looks much better with them π Who's next LG Chem Daewoong Tufts Eli Lilly"
X Link 2023-10-03T11:16Z [----] followers, [----] engagements
"@MylesMcNulty @gggg2120 @avacta So a 20-40 times larger TAM for #AVCT. The maths is superb"
X Link 2023-10-03T11:50Z [----] followers, [----] engagements
"An interesting article on the Point takeover: Thanks to TG for this link. #AVCT"
X Link 2023-10-04T07:06Z [----] followers, [----] engagements
"Apologies for the caps. Big pharma are starting to surround #AVCT. 'He said the deal's real value lies in the pipeline of drugs earlier in development which are trying to IMPROVE THE MARKET LEADERS BY MAKING THEM MORE LETHAL TO CANCER CELLS BUT SAFER TO ADMINISTER'"
X Link 2023-10-04T09:19Z [----] followers, [----] engagements
"@drewster_1965 One interesting point about #AVCT is that Big Pharma will need to act quickly. preCISION pro-drugs could decimate an existing $XXB market and then be replaced by a more efficacious safer $XXXB market. Avacta will want all BP to be aware of what's happening - cue Consillium"
X Link 2023-10-04T09:59Z [----] followers, [---] engagements
"@RAH00084 I want to see #AVCT prioritise a clear easy to understand road map for 6K as they said they would do. 2024: AVA3996 in clinic 2026: anticipated 6K sales of $2B 2030: anticipated 6K sales of $5B Communicate this promptly & people will be sticking a zero after 500p. @avacta"
X Link 2023-10-04T12:10Z [----] followers, [----] engagements
"The data to be presented showcases the potential of our two therapeutic platforms to generate further high value clinical assets. [--] platforms β
Multiple high value assets β
Current share price attributes $0 to preCISION β
#AVCT to present tumour-agnostic asset in β
"
X Link 2023-10-05T06:32Z [----] followers, [----] engagements
"There are so many π© stocks on AIM at the moment. I wonder if investors will start moving money into #AVCT"
X Link 2023-10-05T07:03Z [----] followers, [----] engagements
"Someone on telegram pointed out that this could be the first RNS published via Newswire. That expands the reach very well. Its $900 a pop too. #AVCT"
X Link 2023-10-05T07:10Z [----] followers, [----] engagements
"FMcL is excited about being in the next week. The Senior Director of Oncology Discovery at Johnson & Johnson Liked this post too. Note J&J is one of the main Doxorubicin players. #AVCT #OnTour"
X Link 2023-10-06T08:47Z [----] followers, [----] engagements
"@downunderfutbol @MylesMcNulty @asininitybeyond @jivetur88775834 @RAH00084 @avacta They could be about to announce a [----] deal at the conference. Quite often deals land during conferences. [--]. Gain attention for both parties [--]. Build excitement for both parties pipelines [--]. Signal confidence in management & future execution [--]. To trigger further deals #AVCT"
X Link 2023-10-06T10:08Z [----] followers, [----] engagements
"@downunderfutbol @MylesMcNulty @asininitybeyond @jivetur88775834 @RAH00084 @avacta As an example - the JP Morgan Healthcare Conference is one of the largest & most important conferences in the world. It's a popular venue for drug companies to announce major deals such as mergers and acquisitions"
X Link 2023-10-06T10:10Z [----] followers, [---] engagements
"#AVCT has got yesterday's news onto the press release section on Bloomberg:"
X Link 2023-10-06T11:51Z [----] followers, [----] engagements
"#AVCT get a mention in this. Published 2nd October 2023: Define cancer-associated fibroblasts (CAFs) in the tumor microenvironment: new opportunities in cancer immunotherapy and advances in clinical trials"
X Link 2023-10-06T11:54Z [----] followers, [----] engagements
"@avacta Find a way to target the TME over sustained periods obliterate tumours & you will be the most wanted biotech in the world. Next up - #AVCT announce they can target the TME over sustained periods & obliterate tumours via the major news channels"
X Link 2023-10-06T12:38Z [----] followers, [----] engagements
"@BobDibble8 @avacta Exactly. Avacta is significantly disrupting a $XXXB market right before our eyes"
X Link 2023-10-06T13:33Z [----] followers, [---] engagements
"@neutronicLSE Absolutely. Ive spent my time focussing on AVA6K achieving $5B+ sales in [--] years ($20B+) for example but the focus needs to shift. #AVCTs validated a platform for multiple toxins which will result in the disruption of a $XXXB market. Thats BPs focus. Ill stop de-ramping"
X Link 2023-10-07T09:14Z [----] followers, [----] engagements
"Re; other preCISION drugs: I hope we can get to the point where we can talk about that relatively soon. Its a race against time over in west London. First up the P1A data. #AVCT"
X Link 2023-10-07T09:18Z [----] followers, [----] engagements
"Here are some of them. Market size for the below in [----] is estimated to be approximately $110B per year excluding the 2nd most advanced tumour-agnostic AVA3996. Now factor in the increased efficacy & reduced side effects that preCISION can deliver. #AVCT #Validated π"
X Link 2023-10-07T09:49Z [----] followers, [----] engagements
"'Market size of ava6k compared to standard dox: 2.7x the amount 3x the number of cycles 2x the patient number size (older patients and those with heart conditions) and say 2x the price (on patent vs. generic). 32x the dox market.just for STS.' The market is asleep #AVCT"
X Link 2023-10-07T20:50Z [----] followers, [----] engagements
"@SeanDentBsc I would say quite a bit more than that per year. $10B per year could end up being closer. Standard Dox is expected to be $2B per year by [----]. The hardness part is to put a value on the platform. I expect a bidding war behind the scenes & then bang well be gone"
X Link 2023-10-08T19:03Z [----] followers, [----] engagements
"@RAH00084 @MylesMcNulty Can you imagine if #AZN $NVS $PFE or $JNJ had just announced that they had dosed 3x standard level of Dox with no cardiotoxicity & seen a 'significant reduction in tumour volume' in a stage 4/EoL STS patient They have investors who get it. Billions would've been added. #AVCT"
X Link 2023-10-09T07:54Z [----] followers, [----] engagements
""Huge potential value both for patients and investors in the next period."". Eliot knows what's on the way. #AVCT"
X Link 2023-10-09T12:27Z [----] followers, [----] engagements
"'long sought after goal for many oncology drug companies' This statement in the Interims removed any worries on an early/cheap takeover. #AVCT know what they have achieved. Truly ground-breaking in a $XXXB per year industry 'Long sought after goal' sounds pricey"
X Link 2023-10-09T12:34Z [----] followers, [----] engagements
"Yes a +7% rise is good to see but I won't get excited until I see pound moves. #AVCT has confirmed they've validated the preCISION platform. A platform that can be widely applied to a $XXXB market. A platform that every oncology company will want. It gets fun soon"
X Link 2023-10-09T13:58Z [----] followers, [----] engagements
"@RAH00084 I like this previous post from yourself re [--]. 'Biotech moves very slow then very quickly'. We've had the slow.Maybe it's time for. #AVCT"
X Link 2023-10-09T14:06Z [----] followers, [----] engagements
"@Ronnycant2 That wouldn't be a very sensible or likely strategy. That would trigger a bidding war. If I can work out that preCISION is likely to be generating $5B-$7B in [--] years with the appropriate funding/partners then I'm sure BP can. #AVCT will bring on a heavyweight partner soon IMO"
X Link 2023-10-10T07:51Z [----] followers, [----] engagements
"FOMO They should've just bought last month at 106p. #AVCT"
X Link 2023-10-10T15:18Z [----] followers, [----] engagements
"For those interested the search term Avacta peaked at approx 1.30pm U.K. time in the US. i.e just before the market opened. Interestingly it did continue throughout the afternoon too. β€ #AVCT"
X Link 2023-10-10T22:33Z [----] followers, [----] engagements
"Only another [-----] to go It's good to see the share price starting to murmur though. #AVCT DYOR/IMO"
X Link 2023-10-11T08:24Z [----] followers, [----] engagements
"Novartis CEO: Is there high quality science β
Is there high quality medicines & technology that can be brought into our pipeline β
As data starts to mature there could be more activity. Can the science and the data justify an acquisition β
#AVCT π―"
X Link 2023-10-11T21:08Z [----] followers, [----] engagements
"I wonder if #AVCTs interim CMO knows Janet"
X Link 2023-10-11T22:22Z [----] followers, [----] engagements
"@AM2370930131 I believe thats exactly what Avacta has been doing the last [--] months with the trips to . Who wants the keys to a $XXXB market BP will need the data public to back upbig numbers to their shareholders. Funny how #AVCT is now releasing the data earlier than intended π"
X Link 2023-10-12T07:11Z [----] followers, [----] engagements
"I still stand by: #AVCT is THE stock to own in [----]. 'Groundbreaking' 'Paradigm shift' 'Significant reduction in tumour volume' 'preCISION works' 'treatment paradigm changer' 'stunning' 'remarkable' 'move to fortnightly dosing' (1st line treatment) 'significant response'"
X Link 2023-10-12T10:13Z [----] followers, [----] engagements
"What a week π It looks like its going to get even more interesting very soon looking at the share price action over the last month. Good weekend all. #AVCT #Commercialisation π"
X Link 2023-10-13T17:11Z [----] followers, [----] engagements
"@BobDibble8 [--]. License deal [--]. Readout [--]. License deal [--]. FDA [--]. Buyout No alternative listing IMO"
X Link 2023-10-14T15:23Z [----] followers, [----] engagements
"@RAH00084 Right so the Head of Discovery Innovation at Novartis believes #AVCT has a platform that will create a paradigm shift in the industry. We have confirmation from big pharma the platform is doing exactly what it is supposed to do. Big pharma are all over us. Hold on tight IMO"
X Link 2023-10-15T19:15Z [----] followers, [----] engagements
"I do find it quite amusing knowing that #AVCT has only added 85M to its market cap since first dosing in august [----] & we now know were on the verge of a paradigm shift. This is in a market worth roughly $200B per year. The brakes will have to come off soon"
X Link 2023-10-16T06:31Z [----] followers, [----] engagements
"@boy_cellar Those accounts probably still struggle to put on a tie. Today #AVCT confirmed [----] works with new data & AVA28 is looking π₯. Weve also had confirmation the [----] readout is in Q4. ie anytime within the next 6-7 weeks. The biggest value inflection point in its existence Yep"
X Link 2023-10-16T19:57Z [----] followers, [----] engagements
"Worth reading this again after todays news on the Affimer platform. Specifically pages [--] and [--]. Its no coincidence that this went live last week. #AVCT is the future of oncology. Dr Fiona McLaughlin Avacta Therapeutics Chief Scientific Officer has contributed an article on 'The Future of #Oncology Innovation' to @EBRmagazine. #AVCT https://t.co/8ZUwAhadW7 Dr Fiona McLaughlin Avacta Therapeutics Chief Scientific Officer has contributed an article on 'The Future of #Oncology Innovation' to @EBRmagazine. #AVCT https://t.co/8ZUwAhadW7"
X Link 2023-10-16T20:38Z [----] followers, [----] engagements
"@SystemsTh1nker @downunderfutbol Makes sense to me. We know groundbreaking news is on the way. Easy money"
X Link 2023-10-16T20:40Z [----] followers, [---] engagements
"Trodelvy was expected to hit $4B sales in [----] when the $21B deal was agreed in [----]. Its now expected to reach $3B in [----]. As weve seen with Novartis preCISION is clearly gaining global attention by those relevant. preCISION: obliterates cancer & existing revenues #AVCT"
X Link 2023-10-17T10:31Z [----] followers, [----] engagements
"#AVCT is on the verge of a paradigm shift in oncology. We know this & so do big pharma. The implications of the platform are huge. $XXXB huge. @avacta need to communicate this ASAP to protect shareholders. Avacta need to communicate the pathway to commercialisation ASAP"
X Link 2023-10-17T20:01Z [----] followers, [----] engagements
"The market is clearly struggling to understand the value here. @avacta need to prioritise the communication of this. #AVCTs first drug AVA6000 is likely to generate $5B-$10B p.a() Phase [--] is likely to cost just 35M-40M. Cash runway until late [----] & lots of optionality"
X Link 2023-10-18T06:36Z [----] followers, [----] engagements
"Brilliant @ZaksTradersCafe Should be a good few weeks coming up. Especially with the biggest news update in #AVCT's history set to land very soon. & we already know. 'The clinical data emerging for our lead preCISION drug AVA6000 is ground-breaking'"
X Link 2023-10-18T15:27Z [----] followers, [----] engagements
"What is my realistic dream scenario Q4 23: 6K data preCISION license deal ($25M+ upfront) SP = 300p+ Q1 24: Sell DX division = $60M SP = 450p+ Q2 24: FDA designation Fortnightly 6K data π€― Equity raise of $100M @ 550p SP = 700p+ IMO/DYOR #AVCT"
X Link 2023-10-19T07:20Z [----] followers, [----] engagements
"The interest in FAP continues to grow. GE HealthCare has just signed a license deal with SOFIE. Part of their 'next generation portfolio of investigational targets'. Molecule of the century anyone #AVCT https://www.gehealthcare.com/about/newsroom/press-releases/sofie-and-ge-healthcare-enter-licensing-agreement-to-develop-fap-pet-radiotracers https://www.gehealthcare.com/about/newsroom/press-releases/sofie-and-ge-healthcare-enter-licensing-agreement-to-develop-fap-pet-radiotracers"
X Link 2023-10-19T12:30Z [----] followers, [----] engagements
"Merck signs upfront $4B (5.5) deal with Daiichi for cancer therapy development worth up to $22B depending how successful the drugs are. π at image [--]. Someone needs to send an #AVCT @avacta presentation to @Merck. Up to $22B if they see multibillion dollar sales in 12+ years"
X Link 2023-10-20T06:20Z [----] followers, [----] engagements
"This highlights how big pharma are happy & keen to spend tens of billions of dollars to potentially reduce damage to normal cells. Someone needs to tell them that #AVCT has a groundbreaking platform that will protect their revenue for years to come. Biggest BP FOMO ever π"
X Link 2023-10-20T06:27Z [----] followers, [----] engagements
"As I and many have said before #AVCTs preCISION technology is disrupting a $XXX market. A market that the likes of Novartis Roche Merck Pfizer etc need to protect. Why pay $22B when the market for these will be decimated by preCISION Buy the best. Forget the rest"
X Link 2023-10-20T06:43Z [----] followers, [----] engagements
"ground-breaking long sought after goal dramatic reduction in the usual toxicities platform is doing exactly what it was designed to do Remarkable significant reduction in tumour volume Who moves first to protect their existing annual sales of $XXB #AVCT This has now brought this forward by [--] months. A big partner could be joining much sooner than originally anticipated. #AVCT https://t.co/SimHbTEIYf This has now brought this forward by [--] months. A big partner could be joining much sooner than originally anticipated. #AVCT https://t.co/SimHbTEIYf"
X Link 2023-10-20T10:02Z [----] followers, [----] engagements
"@avacta Clinical i.e human data has now validated the platform. In the interims AS mentioned that #AVCT hope to update us on the other assets soon. These are being referred to as 'high value assets' in this written summary. The PR is definitely warming up now. The SP disconnect widens"
X Link 2023-10-20T10:50Z [----] followers, [----] engagements
"@avacta It's nearly time to properly tell the world that their platform has the $XXXB solid tumour market firmly in the crosshairs. The clinical data is the starting gun. #AVCT"
X Link 2023-10-20T10:53Z [----] followers, [----] engagements
"Slightly off topic. Traders speculate that a rival bidder could be coming in for POINT Biopharma due to trading above the Eli Lilly sale price. #AVCT"
X Link 2023-10-20T11:43Z [----] followers, [----] engagements
"@BMHLTD The validation of #AVCTs preCISION platform couldnt have come at a better time. Have a a read of this:"
X Link 2023-10-23T06:32Z [----] followers, [----] engagements
"@BMHLTD Inevitable when you have groundbreaking platform technology"
X Link 2023-10-23T06:41Z [----] followers, [---] engagements
"The investigation concerns whether the POINT Biopharma Board breached its fiduciary duties to shareholders by failing to conduct a fair process including whether Eli Lilly and Company is paying fair value to shareholders of the Company. #AVCT https://www.barrons.com/amp/articles/shareholder-notice-brodsky-smith-announces-an-investigation-of-point-biopharma-global-inc-pnt-4d9336ed https://www.barrons.com/amp/articles/shareholder-notice-brodsky-smith-announces-an-investigation-of-point-biopharma-global-inc-pnt-4d9336ed"
X Link 2023-10-23T21:23Z [----] followers, [----] engagements
"@pissouri_villa @boy_cellar @avacta My preference is to sell DX division for $50M+ in Q1 [----] and raise $50M-$100M at 200p-250p early [----] with specialist investors. Retain 100% preCISION gather fortnightly data & then start P2. #AVCT"
X Link 2023-10-24T10:11Z [----] followers, [---] engagements
"@Ronnycant2 @pissouri_villa @boy_cellar @avacta My preference detailed above would be over a very short period of time i.e 3-4 months which should tease out an acquisition later in [----]. We need to advance [----] & STS in [----] first which Avacta has the ability to do. They will also advance [----] in [----] too"
X Link 2023-10-24T10:58Z [----] followers, [---] engagements
"@RAH00084 The key parts for me are below. They have a patient (still on trial) that will help #AVCT tell the world what their platform technology is achieving. Main stream media is being lined up. No wonder the buying has gone up a gear. It's leaking. #Obliterato I do think so"
X Link 2023-10-26T16:33Z [----] followers, [----] engagements
"Not sure if this has been picked up on. See below. Case studies plural(). Can you see #AVCT present one patient case study with significant tumour reduction & then [--] or [--] more who have observed a much much smaller amount of efficacy No way. #Obliterato π"
X Link 2023-10-27T09:53Z [----] followers, [----] engagements
"Hows that for a [--] month chart Not even warmed up yet. #AVCT"
X Link 2023-10-27T15:39Z [----] followers, [----] engagements
"As big pharma inevitably run the slide rule over the platform its worth remembering #AVCT has informed the market that preCISION can be widely applied to a $65B+ (23) market. Note this is limited by the side effects. Soon we may find ourselves in a position where we 1/3"
X Link 2023-10-28T10:49Z [----] followers, [----] engagements
"receive an offer. Conservatively were targeting a TAM worth $100B per year. Something that pharma companies will be very aware of. #AVCT is in an unbelievably strong negotiating position being cashed up for [--] months with lots of optionality to extend this. 2/3"
X Link 2023-10-28T10:49Z [----] followers, [----] engagements
"The platform has now been validated in the clinic & understandably lots of pharma companies want it. When the time comes to vote focus on the market were disrupting not the price we trade for. Importantly #AVCT @avacta dont need to sell up. But pharma need to buy us. 3/3"
X Link 2023-10-28T10:49Z [----] followers, [----] engagements
"One of the things I love about #AVCTs tech is that it will now result in a $200B industry having to rewrite their strategies. @avacta has the tech to boost efficacy & remove dose limiting toxicities in the solid tumour market in a simple cost effective way. Groundbreaking"
X Link 2023-10-28T13:23Z [----] followers, [----] engagements
"@avacta Groundbreaking is not a quick $5B sale nor is it $20B. #AVCT doesnt need to sell up. Big pharma need to protect their revenues though. Thats the key here. preCISION can make toxins safer. preCISION will decimate existing drug sales in a market worth $100B-$200B annually"
X Link 2023-10-28T13:27Z [----] followers, [----] engagements
"@Livinginthesurf @avacta Yeah Im of the opinion a buyout will come quite quickly"
X Link 2023-10-28T15:50Z [----] followers, [---] engagements
"#AVCT continues to gather interest in the over the last [--] days"
X Link 2023-10-30T11:41Z [----] followers, [----] engagements
"@Bramosh7 @Livinginthesurf @gilesgeddes @RAH00084 One way to look at it is - there are lots of drugs that target different cancers. The preCISION platform has the ability to make many of these drugs safer & more efficacious. 6K is the pathfinder. The big value comes from validating the platform for wider use"
X Link 2023-10-31T00:17Z [----] followers, [---] engagements
"@Bramosh7 @Livinginthesurf @gilesgeddes @RAH00084 An existing drug could be generating $10B per year as an example. This market size has the potential to be tripled by preCISION. Whats a $20B-$25B buyout to the company above with sufficient data That could be just [--] year sales. We know the data is unequivocal. #AVCT"
X Link 2023-10-31T00:25Z [----] followers, [----] engagements
"@MylesMcNulty @avacta Hi @MylesMcNulty can I ask what your thoughts are on one company owning the IP from a competition perspective please Bearing in mind the TAM is $150B+ I've seen the FDA jump in when much lower markets are involved. Surely one company won't be allowed to monopolise this Cheers"
X Link 2023-10-31T12:19Z [----] followers, [----] engagements
"@MylesMcNulty @avacta Apologies I meant FTC. Here's an example in May: preCISION could decimate existing drug sales worth $XXXB annually. https://www.ftc.gov/news-events/news/press-releases/2023/05/ftc-sues-block-biopharmaceutical-giant-amgen-acquisition-would-entrench-monopoly-drugs-used-treat https://www.ftc.gov/news-events/news/press-releases/2023/05/ftc-sues-block-biopharmaceutical-giant-amgen-acquisition-would-entrench-monopoly-drugs-used-treat"
X Link 2023-10-31T12:27Z [----] followers, [---] engagements
"Today is 1st Nov. This month or next month #AVCT will release their P1 data. All eyes on AVCT. The platform will have pharma excited & worried. Who moves 1st.we're on the 'verge of a paradigm shift'. With a TAM of $200B & m'cap of just $460M the m'cap will change. 1/2"
X Link 2023-11-01T08:03Z [----] followers, [----] engagements
"@jodoA4067 @RAH00084 Yep. Note the last paragraph below from Eliot in the September Interims. They great thing here is #AVCT know what's on the way"
X Link 2023-11-01T10:08Z [----] followers, [----] engagements
"Prevent the side effects of therapy for those living with and beyond cancer Chemotherapy without the side effects anyone #AVCT @avacta π"
X Link 2023-11-02T18:48Z [----] followers, 13.3K engagements
"The timing of this video is very interesting. How many drugs prevent the side effects of therapy. Surely just this is just their vision/dream scenario Maybe not preCISION is groundbreaking tech & #AVCT is on the verge of a paradigm shift in oncology"
X Link 2023-11-02T19:23Z [----] followers, [----] engagements
"At some point soon the share price will start to move. #AVCT will soon be releasing data from their P1 trial that has already been described as: β
Groundbreaking β
Remarkable β
Verge of paradigm shift in oncology β
Lots are saying they want it I'm ready. Are you"
X Link 2023-11-03T08:35Z [----] followers, [----] engagements
"And here it is from the main man himself. Weve reached an incredibly exciting news period for investors but more importantly for future cancer patients worldwide. #AVCT can deliver toxins to the tumour sparing healthy tissues. Truly groundbreaking"
X Link 2023-11-03T08:53Z [----] followers, [----] engagements
"@BryonDHW1 I've not come across another listed company that has provided investors with as much detail to base an investment decision on"
X Link 2023-11-03T09:37Z [----] followers, [---] engagements
"@BryonDHW1 .that holds IP that will disrupt a $XXXB market"
X Link 2023-11-03T09:38Z [----] followers, [--] engagements
"@BobDibble8 I would like to see the DX division sold off in early [----] for $70M. #AVCT can then continue to gather data & obtain a much higher buyout price at the back end of [----] or early [----]. More data = higher buyout price. Will BP pounce sooner knowing the data is 'unequivocal'"
X Link 2023-11-04T15:57Z [----] followers, [----] engagements
"@RAH00084 P2 is likely to cost $40M pa (STS). Ive heard suggestions they could look to sell to private equity for around $70M. $50M-$70M and it would be a big yes from me. Cash runway extended once again and we retain preCISION in its entirety whilst increasing the value of the IP"
X Link 2023-11-04T19:00Z [----] followers, [---] engagements
"#AVCT has confirmed preCISION works. It does exactly what it says on the tin. Were on the verge of a paradigm shift in a $200B market. Yet we sit at 1.46p. Absolute madness. See you on the next RNS where I look forward to the planned PR fireworks from @avacta"
X Link 2023-11-08T23:25Z [----] followers, [----] engagements
"@111BEN_111 @asininitybeyond @BMHLTD @avacta There does appear to be some interesting changes happening at Avacta. The Clinical Study Manager and Senior CRA are now 'Open to work' on LinkedIn. Christina Coughlin (based in US) isn't going to cover CDO CMO & the [--] roles detailed above"
X Link 2023-11-22T13:07Z [----] followers, [---] engagements
"This is a post on a FB group for breast cancer. 30+ people sent an email to the @US_FDA that included AVA6000 within it. They're slowly getting noticed. #AVCT is on the verge of announcing a paradigm shift. C'mon @avacta π #Oncology #Chemotherapy #WithoutSideEffects"
X Link 2023-11-22T22:58Z [----] followers, [----] engagements
"Buyers entering. About bloody time. Dont people know @avacta is on the very of a paradigm shift in a $200B market #AVCT"
X Link 2023-11-23T12:14Z [----] followers, [----] engagements
"@BenGrahamStocks @MarulaPlc @avacta @OraclePowerPlc @vast_resources #AVCT for me Ben. Theyve cracked a half century problem that big pharma has spent trillions trying to do in a TAM worth approx $200B. Id recommend reading up on them if you havent yet"
X Link 2023-11-24T07:17Z [----] followers, [----] engagements
"@MBdaytrading I admit I thought wed be well clear of the 100s by now considering the news flow of the last [--] months"
X Link 2023-11-27T06:42Z [----] followers, [---] engagements
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