Ian Curry

@kurt13warner Caveat - I played rugby not American football, but how does a non game situation lead anyone to conclusions about how good someone will be under pressure/game situation Seems just a big show to me

When you watch the QBs throw at the combine: Watch for HOW/WHEN they throw each throw, NOT if the ball is complete or not! Ok, carry on!!

@ajcdeane Pretty sure he is also on an good history/alternative history podcast? 🤔

Remarkable not to have seen this exchange until now. Possibly my favourite on this app, all time.

@MylesMcNulty @andyseabrook @Rpmclifton @dazlester

I thought I’d provide some much needed context to the many doubters in the UK investment community, about the potential upside for Avacta #AVCT. Two weeks ago, the FT reported that Merck $MRK is in talks to acquire NASDAQ-listed biotech company, Revolution Medicines $RVMD, for between $28bn and $32bn. Just like AVCT, RVMD is a “precision oncology” company. It has a ‘platform’ – the Tri-Complex Inhibitor Platform (read up on the detail here: revmed.com/science/ ) – which could be used to generate drugs that could ultimately target as much as 30% of all human cancers. Key points to note: - RVMD has three drugs in clinical trials. The lead candidate, daraxonrasib, is currently in three Phase 3 / Registrational Trials. The next two, elironrasib and zoldonrasib, have both generated strong data in P1/1b trials, and RVMD plans to commence registrational trials for each later this year. RVMD also has a fourth drug, RMC-5127, that is shortly to commence a P1 trial (first patient not yet dosed). - RVMD has zero products approved by the FDA, or by any other regulatory body worldwide. - The company is therefore pre-revenue. - RVMD has zero major commercial partnerships ongoing. No major financial backing from Big Pharma, no licensing out of its clinical assets. It has a couple of clinical collaborations (e.g. with Summit Therapeutics in June 2025 for combination studies), but no big money deals. Now to compare with Avacta: - Avacta’s pre|CISION platform could generate drugs that could target as much as 85% of all human cancers. 90% of all solid tumours which comprise 90% of all cancer cases; and at least 15% of all blood cancer cases, which comprise the remaining 10% of all cancer cases. - Its lead clinical drug, faridoxorubicin, has one drug in a Phase 1b trial. It is likely to commence its first registrational P2/P3 trial in Q3 this year. Its second asset, AVA6103, is set to commence a P1a trial in the next 2 months. - The company has zero approved products and is pre-revenue. It has no major commercial partnerships in place yet. A key point to note with regards to the pre|CISION delivery platform is its superior flexibility. It can deliver virtually any anti-cancer drug in existence to those 80-85% of all cancer cases, be they small molecules, biologics, etc. The second key point to note about the pre|CISION platform is its unparalleled targeting ability. It is so targeted that it can both dramatically reduce side-effects of highly toxic warheads, and simultaneously dramatically boost efficacy. It’s not one or the other. Indeed, earlier this week the Avacta CEO publicly stated, “There are no other technologies that can deliver cancer treatment drugs directly into the tumor at the concentrations that our payloads enable without causing highly toxic side effects.” In RVMD’s first registrational trial for daraxonrasib, the first patient was dosed in October 2024. Assuming timelines are hit, Avacta’s lead drug AVA600 is therefore a little less than two years behind RVMD’s lead drug, in terms of clinical development. Analysts covering RVMD estimate between $8bn and $10bn of annual peak sales for RVMD’s portfolio, by 2035. The single analyst for Avacta that has published AVA6000 sales estimates, has peak sales of $5bn by 2035. So, Avacta’s first drug, a first-generation pre|CISION molecule using a half-century old chemotherapy as its warhead, is forecast to generate peak sales of at least half that of RVMD’s entire portfolio. Avacta’s second molecule, AVA6103, is light years ahead of 6000, in terms of potency and targeting. It could likely generate peak sales of several - possibly many - multiples of what 6000 could. At its current 54p, Avacta has a market cap of $316m. So, the upper end of the rumored range of Merck’s offer for RVMD ($32 billion), would price RVMD at 101 times Avacta’s current valuation. This is why holders are excited about Avacta at this level. A real world example of 100x uplift in valuation is being played out on NASDAQ right now. Avacta is presently circa 2 years behind RVMD in its clinical development timeline. But its platform is much more broadly applicable (a TAM almost 3x larger), is much more flexible, and is much more targeted. Many conclusions could be drawn from all this. One might be that commercial deals for Avacta are not at all necessary to deliver immense returns for shareholders. Another might be that the UK investment community does not have the capacity to price Avacta correctly (most likely due to a combo of not-deep-enough-pockets; a dearth of interest in backing pre-revenue / unprofitable companies (we are dinosaurs!); and general apathy to learning specifically about cutting edge biotech) Perhaps AVA6103 going into clinic will change all this. Perhaps a major commercial deal with Big Pharma will. But this rumoured offer by Merck for RVMD - a company that is not only pre-revenue, but does not even have an approved product to sell - should be immensely encouraging for Avacta holders.

@BengalYouTube Pete must have got a bonus to wear a hoodie saying ‘inspire change’ ……..that guy has stolen a living this year

So the Giants will beat the Raiders as the Giants are trying to win and the Raiders are not Would still love the Giants to end up with #2 and Dante Moore to declare Giants ending at 3, 4, or 5 would not be ideal

@PatMcAfeeShow Hey Pat I know you are on the side of fans. Raising awareness to be aware of this site listing higher priced tickets with benefits that don’t exist. The stadium staff were great and get the impression it’s not the first time. Stadium 19 of 30 completed though

@BostonConnr Nobody can watch so they think they can get away with it

How does it make sense to not kick a Field Goal when you’re down 17? Someone explain it to me like I’m 2 years old

@WorldRugby let’s put on a big game in the USA to grow the sport….. “The referee and TMO - the hell you will, watch this, hold me beer”

@greggrosenthal Was never going to end well once we appointed a head coach who personally remembers the civil war

The Raiders are 'Gardner Minshew is playing in the third quarter' bad

@jimeverett @danorlovsky7 @ESPNBooger I agree - that was some great coverage

Breaking it down with quality insight…@ESPNBooger & @danorlovsky7! Doing a great job! 💪

@JJWatt Best way to become a millionaire……become a billionaire and buy a football club 😂

That’s sorted then. Plan the parade.

@EnglandRugby Hi - you probably need to refund the ticket costs to the fans that turned up. Guest services at the stadium less than helpful

The match will restart at 00.21 BST. #USAvENG

@JoshPateCFB @PatMcAfeeShow or @colincowherd 🤔

Who is the current face of sports media?

@LasVegasLocally Red Rock high limit room is absolutely top notch for drinks and service 👌

Red Rock Casino will bring you all the comped banana smoothies you want in the high limit room.

@jimmycarr Excellent show tonight

NEW YORK, NEW YORK! I’m performing at the Beacon Theatre this evening🇺🇸 Just Atlantic City and Washington, DC to go on this leg of my US tour, but I’ll be back again later in the year. Dates and tickets can be found here jimmycarr.com/tour/usa/

@Delta big thanks to Anthony in West Palm Beach Sky Club, massive help with some travel problems. Great service

@BrettKollmann There needs to be accountability on the QB’s or you end up with soccer with everyone diving. Full disclosure a rugby guy here and see it creeping into our sport which is not good

You guys saying “what about Allen!” only makes my point even stronger btw. I don’t care who does it, flopping is terrible and should not be a part of this sport’s culture.

Bad roughing calls happen. But this lasting image right here is unbecoming of the guy who is supposed to be the face of the sport. The league has to make flopping a foul or guys will just keep doing it. It’s not fair to defenders that QBs can have their cake and eat it too.

@BrettKollmann rules.co.uk frogbyadamhandling.com tripadvisor.com/Restaurant_Rev…

To the English folk that follow me, I need your help! London Windsor Amesbury Bath If you were to recommend someone to get good food in those areas, what are your favorite spots? Pubs, Indian, literally anything you like. Bonus points if it’s near SoHo for London spots.

@afneil I like these threads as it may encourage people to learn more about economics, which can only be good for the world. Have a great Christmas

The Laffer curve is real. Unfunded tax rises are not.

@VirginAtlantic flight was cancelled which was not good but Julia, Anna, Danneile and Janet were fantastic in the lounge to make a bad situation good

@loftytom But how will you get your compensation from the merchant? 😂 I once read something that this is on purpose to ensure they only get responses from people who genuinely fall for it

Do people actually fall for these scam texts? It's like they're not even trying anymore