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[@RAH00084](/creator/twitter/RAH00084)
"#AVCT Novartis interest in FAP via @grok"  
[X Link](https://x.com/RAH00084/status/1980948206142787651) [@RAH00084](/creator/x/RAH00084) 2025-10-22T10:43Z 2528 followers, 2612 engagements


"Pharmacyclics was acquired by AbbVie for $21Bn in 2015. Sales of Imbruvica are now taking a hit from BeiGenes drug Brukinsa. It happens. Its pharma. Pharmacyclics did x200 from its low for these projected sales. #AVCT can too. Its not the stretch it appears if you understand preCISION. Heres just one (actually quite conservative) route: ➡ AVA6000 replaces the benchmark (which is currently a cocktail of drugs) in salivary gland cancer (SGC) and runs 400m sales pa in 3/4 years (assume pharma pay x4 for those sales in said indication) 1.6Bn. Beating the benchmark now very likely according to the"  
[X Link](https://x.com/RAH00084/status/1926524708331180087) [@RAH00084](/creator/x/RAH00084) 2025-05-25T06:24Z 2526 followers, 23K engagements


"Isnt this exactly the type of appointment which suggests it is indeed happening. Note the date of appointment. @neilsbhatia $ABVE"  
[X Link](https://x.com/RAH00084/status/1976261140368773175) [@RAH00084](/creator/x/RAH00084) 2025-10-09T12:19Z 2526 followers, 5429 engagements


"#AVCT has cracked it: 🩻 median progression free survival STILL not reached in salivary gland cancer minimum doubling benchmark DCR XX% ☢ no severe cardiac toxicity observed even at cumulative doses up to XXX mg 🩸median tumor to plasma ratio of released doxorubicin is 100:1"  
[X Link](https://x.com/RAH00084/status/1979924298392650116) [@RAH00084](/creator/x/RAH00084) 2025-10-19T14:55Z 2528 followers, 4200 engagements


"@tom_the_bomb__ @asininitybeyond @Blueberrymgmnt Stick a couple of JVs next to those assets and it looks like a 5Bn+ company to me. #AVCT"  
[X Link](https://x.com/RAH00084/status/1980287221509865619) [@RAH00084](/creator/x/RAH00084) 2025-10-20T14:57Z 2526 followers, 1982 engagements


"#AVCT has finally learnt to play license deal chess. The difference between former and current management is a lot like doxorubicin vs AVA6000: chalk & cheese. Bolstering your balance sheet during pivotal discussions is strategy XXX. This is not AS part . Now watch it run"  
[X Link](https://x.com/RAH00084/status/1980156634753307037) [@RAH00084](/creator/x/RAH00084) 2025-10-20T06:18Z 2525 followers, 5970 engagements


"#AVCT X Dec 2022 - Prometheus released results of two P2 (12-week) studies. Off the back of this data they raised $500m (Dec 2022). X months later (Apr 2023) they were bought out for $10.8Bn ($193 per share). Negotiation from a position of strength. Basic stuff"  
[X Link](https://x.com/RAH00084/status/1980182316137013493) [@RAH00084](/creator/x/RAH00084) 2025-10-20T08:00Z 2525 followers, 2899 engagements


"Months not years $ABVE"  
[X Link](https://x.com/RAH00084/status/1977325285281562811) [@RAH00084](/creator/x/RAH00084) 2025-10-12T10:47Z 2524 followers, 10.5K engagements


"@neilsbhatia $ABVE audit is being undertaken by @cbz. XX years experience. XX offices. XXX shareholders. 7th largest accounting firm in . Listed ($3Bn market cap) and regulated. Employed by ABVE specifically because of their tokenisation experience. Audit completion = 💥"  
[X Link](https://x.com/RAH00084/status/1977672747905098041) [@RAH00084](/creator/x/RAH00084) 2025-10-13T09:48Z 2527 followers, 3153 engagements


"Follow the warrants $ABVE"  
[X Link](https://x.com/RAH00084/status/1977802456521425354) [@RAH00084](/creator/x/RAH00084) 2025-10-13T18:23Z 2525 followers, 2822 engagements


"Its so clear Novartis are sizing up #AVCTs AVA6207"  
[X Link](https://x.com/RAH00084/status/1980940415365792164) [@RAH00084](/creator/x/RAH00084) 2025-10-22T10:12Z 2528 followers, 6711 engagements


"And the company as a whole"  
[X Link](https://x.com/RAH00084/status/1980940620005773663) [@RAH00084](/creator/x/RAH00084) 2025-10-22T10:13Z 2528 followers, 1017 engagements


"@grok Blind as a bat @grok But thats ok youll improve"  
[X Link](https://x.com/RAH00084/status/1980948576336228700) [@RAH00084](/creator/x/RAH00084) 2025-10-22T10:45Z 2525 followers, XXX engagements


"There is not a rational commentator who would place #AVCTs chance of success in SGC south of XX% right now. As you say it is beating the benchmark in a heavily pre treated population of patients. If you assume 200m sales and a x5 multiple (conservative on both accounts) you land on 1Bn. Assume 500m in issue (funded to takeover). Thats 200p per share. XX% CoS in SGC only = 100p XXX% CoS in SGC only = 200p And so forth To be sat at 63p today implies: AVA6000 in SGC - XX% CoS (it is doubling the benchmark PFS) AVA6000 in TNBC - X% CoS (we have been told P1b data has increased their confidence in"  
[X Link](https://x.com/RAH00084/status/1981348549246808517) [@RAH00084](/creator/x/RAH00084) 2025-10-23T13:14Z 2528 followers, XXX engagements


"@tom_the_bomb__ @grok Novel surface targets 👀 Perhaps #AVCT went for the Novartis colour scheme on rebrand to save on integration costs.😉"  
[X Link](https://x.com/RAH00084/status/1980961501222404388) [@RAH00084](/creator/x/RAH00084) 2025-10-22T11:36Z 2528 followers, 1807 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@RAH00084 "#AVCT Novartis interest in FAP via @grok"
X Link @RAH00084 2025-10-22T10:43Z 2528 followers, 2612 engagements

"Pharmacyclics was acquired by AbbVie for $21Bn in 2015. Sales of Imbruvica are now taking a hit from BeiGenes drug Brukinsa. It happens. Its pharma. Pharmacyclics did x200 from its low for these projected sales. #AVCT can too. Its not the stretch it appears if you understand preCISION. Heres just one (actually quite conservative) route: ➡ AVA6000 replaces the benchmark (which is currently a cocktail of drugs) in salivary gland cancer (SGC) and runs 400m sales pa in 3/4 years (assume pharma pay x4 for those sales in said indication) 1.6Bn. Beating the benchmark now very likely according to the"
X Link @RAH00084 2025-05-25T06:24Z 2526 followers, 23K engagements

"Isnt this exactly the type of appointment which suggests it is indeed happening. Note the date of appointment. @neilsbhatia $ABVE"
X Link @RAH00084 2025-10-09T12:19Z 2526 followers, 5429 engagements

"#AVCT has cracked it: 🩻 median progression free survival STILL not reached in salivary gland cancer minimum doubling benchmark DCR XX% ☢ no severe cardiac toxicity observed even at cumulative doses up to XXX mg 🩸median tumor to plasma ratio of released doxorubicin is 100:1"
X Link @RAH00084 2025-10-19T14:55Z 2528 followers, 4200 engagements

"@tom_the_bomb__ @asininitybeyond @Blueberrymgmnt Stick a couple of JVs next to those assets and it looks like a 5Bn+ company to me. #AVCT"
X Link @RAH00084 2025-10-20T14:57Z 2526 followers, 1982 engagements

"#AVCT has finally learnt to play license deal chess. The difference between former and current management is a lot like doxorubicin vs AVA6000: chalk & cheese. Bolstering your balance sheet during pivotal discussions is strategy XXX. This is not AS part . Now watch it run"
X Link @RAH00084 2025-10-20T06:18Z 2525 followers, 5970 engagements

"#AVCT X Dec 2022 - Prometheus released results of two P2 (12-week) studies. Off the back of this data they raised $500m (Dec 2022). X months later (Apr 2023) they were bought out for $10.8Bn ($193 per share). Negotiation from a position of strength. Basic stuff"
X Link @RAH00084 2025-10-20T08:00Z 2525 followers, 2899 engagements

"Months not years $ABVE"
X Link @RAH00084 2025-10-12T10:47Z 2524 followers, 10.5K engagements

"@neilsbhatia $ABVE audit is being undertaken by @cbz. XX years experience. XX offices. XXX shareholders. 7th largest accounting firm in . Listed ($3Bn market cap) and regulated. Employed by ABVE specifically because of their tokenisation experience. Audit completion = 💥"
X Link @RAH00084 2025-10-13T09:48Z 2527 followers, 3153 engagements

"Follow the warrants $ABVE"
X Link @RAH00084 2025-10-13T18:23Z 2525 followers, 2822 engagements

"Its so clear Novartis are sizing up #AVCTs AVA6207"
X Link @RAH00084 2025-10-22T10:12Z 2528 followers, 6711 engagements

"And the company as a whole"
X Link @RAH00084 2025-10-22T10:13Z 2528 followers, 1017 engagements

"@grok Blind as a bat @grok But thats ok youll improve"
X Link @RAH00084 2025-10-22T10:45Z 2525 followers, XXX engagements

"There is not a rational commentator who would place #AVCTs chance of success in SGC south of XX% right now. As you say it is beating the benchmark in a heavily pre treated population of patients. If you assume 200m sales and a x5 multiple (conservative on both accounts) you land on 1Bn. Assume 500m in issue (funded to takeover). Thats 200p per share. XX% CoS in SGC only = 100p XXX% CoS in SGC only = 200p And so forth To be sat at 63p today implies: AVA6000 in SGC - XX% CoS (it is doubling the benchmark PFS) AVA6000 in TNBC - X% CoS (we have been told P1b data has increased their confidence in"
X Link @RAH00084 2025-10-23T13:14Z 2528 followers, XXX engagements

"@tom_the_bomb__ @grok Novel surface targets 👀 Perhaps #AVCT went for the Novartis colour scheme on rebrand to save on integration costs.😉"
X Link @RAH00084 2025-10-22T11:36Z 2528 followers, 1807 engagements

creator/twitter::1450478271179759623/posts
/creator/twitter::1450478271179759623/posts