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[@asininitybeyond](/creator/twitter/asininitybeyond)
"For those who like $NVS for #AVCT Novartis CEO says it has the firepower for big M&A deals: 'Can never be done' free cash flow is approaching $20b a year so have adequate firepower to do deals like this Avidity for $12b + to bolster growth profile""  
[X Link](https://x.com/asininitybeyond/status/1983448071150416062) [@asininitybeyond](/creator/x/asininitybeyond) 2025-10-29T08:17Z XXX followers, 5179 engagements


"Worth a read as #AVCT prepares for #AACR ADCs seemingly dominated ESMO. What we're seeing now is we're getting much more precision with the targets much more precision with the linker and payload combinations - GSK Something Avacta has perfected.1/2"  
[X Link](https://x.com/asininitybeyond/status/1980535407113900387) [@asininitybeyond](/creator/x/asininitybeyond) 2025-10-21T07:23Z XXX followers, 2383 engagements


"@tom_the_bomb__ @BobDibble8 @avacta This is it exactly IMO FAP-Dox has proven the platform for #AVCT EXd is seemingly on everyones wish list; so catering to that via 6103 With some of the inhibitors in the dual payload drugs + MMAE we are targeting the audience more. You then have $LLY with the IP via Point 1/3"  
[X Link](https://x.com/asininitybeyond/status/1983506707666927907) [@asininitybeyond](/creator/x/asininitybeyond) 2025-10-29T12:10Z XXX followers, XXX engagements