#AVCT MCap = $525m
Projected sales for Enhertu
2030 = $11.2Bn
2030 = $13.9Bn
2031 = $14.3Bn
AVA6103 is:-
Cheaper to manufacture ✅️
Has vastly reduced side-effects ✅️
Uses a more potent warhead ✅️
Applicable to 90% of solid tumours, unlike Enhertu which is restricted to only tumours that express the antigen HER2 giving a market opportunity many MANY multiples hugher than those figures above.
Will AstraZeneca and Daiichi Sankyo just kiss goodbye to those revenues and the tens of billions of sunk costs, or join a bidding war for pre|CISON ?
Data is only improving. Tick tock ⏰️ 👀
@MarketBlondes@izakaminska Long far east oil, short US oil seems a great pair trade to me given the rumoured intervention in futures markets. Just can't find an easy way to do it as retail...
@LukeRowe1990 Probably doesn't help much, but I'm leaving Canterbury tomorrow afternoon and travelling through Belgium Friday morning if you can get it from Cardiff to Kent!
It's good...
but all so ridiculous too, that anybody is celebrating this, when it is still far less than what we previously had, pre- brexit.
Like cutting off our own legs then getting excited about gaining better prosthetic legs
How disgusting that thé newspaper which agitated most actively for Brexit is now trying to blame others for the departure of Poles from Britain! They are leaving because of Brexit. It broke Britain. Everyone can see it except you.
I find it incredible that anyone can look at ‘Zack Polanski’ & not think this is the most extraordinarily blatant chancer I’ve ever seen in my life
@MotoClark Good luck. Being in the middle of something similar, here's the two things that keep me sane.
1) a job doesn't have to be perfect 1st time around, waterproof is better than not.
2) we are merely custodians of old buildings, if you pass it on better than you received it, well done
Urged by who - Nigel Farage - the dickhead who created the problem in the first place with his Brexit shitshow, despite being told that this is exactly what would happen?
Fuck right off.
@AutoPap Completely agree. In the trade, took an early ML430 demo home for the weekend, compared to anything of the size it was on another planet. Fastest 4x4 at the time, remember being really worried parking it up in Clapham overnight. Bought one later, only ULEZ killed it.
Do you want a good signal when the equity bear market might end, many months from now? @Callum_Thomas highlights margin debt. A recessionary bear market ends when margin debt contracts 30% or more. We've got a long, long way to go.
@wearetys All the best Sean, hope you are back on your feet soon. Looking forward to seeing you in Feb next year, gonna have to buy a '26 Calendar now as I have something to put in it.
Mr. President, Ukraine did not “start” this war. Russia launched an unprovoked and brutal invasion claiming hundreds of thousands of lives. The Road to Peace must be built on the Truth.🇺🇸🇺🇦
“Russia Invades Ukraine in Largest European Attack Since WWII” @FoxNews (February 24, 2022) https://t.co/ra8R9PI9oj