SalvaRx Group

TICKER: SALV     EXCHANGE:

SalvaRx's strategy is to acquire, invest in and operate a portfolio of companies involved in the fast-growing cancer immunotherapy market, providing a significant potential upside and managed risk. Via its ownership of iOx Therapeutics Limited, SalvaRx is currently developing a series of compounds, with the lead compound funded through to the end of phase II development via a collaboration agreement with the University of Oxford.

LATEST REPORTS

 
Diversifying portfolio spreads the risk
Published: Sep 16 2016

We are pleased to bring you an update note from Peterhouse on SalvaRx, whose long term aim is to develop a pipeline of complementary cancer immunotherapy-focused products and technologies, activating the body's immune system to down-regulate tumour progression.
SALV has broadened its portfolio with a $2m stake in Intensity (8.5% equity) provides access to a novel cancer drug delivery platform, DfuseRx, that not only destroys primary tumours in preclinical models, but also stimulates a potent systemic T-cell response for long-term immune-based protection. 
Furthermore, iOx Therapeutics is to access a Horizon 2020 grant, worth over €8m.iOx is a member of an international multi-discipline consortium which is set to use the grant money to support the development of new immunotherapy candidates.
The cancer immunotherapy segment has become a focus of attention for industry M&A, with high-value deals (some in excess of $1bn) - even for preclinical programmes. The opportunity for SALV investors to exit on a premium multiple continues to be a realistic prospect.
 
Immunology's Killer application
Published: Mar 22 2016

We are delighted to bring you an introductory note from Peterhouse on SalvaRx, whose shares listed today:
SalvaRx's (SALV) long term aim is to develop a pipeline of complementary cancer immunotherapy-focused products and technologies that can work to activate the body's immune system and down-regulate tumour progression. Prolonged patient survival is highly valued by healthcare systems and Pharma companies buying pipelines. Success in the clinic with its first investment, iOx Therapeutics, could be a valuable entry ticket to potential billion-dollar licensing deals.
iOx Therapeutics is set to start an Oxford University-funded Phase 1/2 trial to evaluate its patented iNKT agonists in metastatic melanoma - alone and in combination with an approved PD-1 'checkpoint' immunotherapeutic. 
SALV's shares commenced trading on AIM today, following a £1.95m share placing. The company's model is to proactively seek out technologies which complement its cancer focus and where it can 'design in' its vast collective scientific and management experience of immuno-oncology development.
A substantial  >$70bn market opportunity is forecast by 2020; indeed it is estimated that in 2014 cancer immunotherapy drugs captured nearly 50% of the overall oncology drugs market. Unsurprisingly, the last five years have seen investor interest in new forms of cancer treatment push new listings to record highs. 
Despite a recent softening in the global biotech IPO market, the cancer immunotherapy segment has become a focus of attention for industry M&A, with high-value deals (some >$1bn) - even for preclinical programmes. The opportunity for SALV investors to exit on a premium multiple should be a realistic prospect.

ARCHIVE

Foreign buyers gorging on UK stocks

Document can be downloaded here: UK plc ‘going for a song’

Being a shareholder in a company that receives a juicy takeover offer is a marvellous feeling. Something that many fortunate investors have experienced over the past 3 years. Thanks to a spate of M&A bids by deep pocketed overseas buyers – partly triggered by the June 2016 Brexit result, which sent the £ tumbling and adversely affected the FTSE.

Consequently today, given this trend is unlikely to end anytime soon, we’ve highlighted 30 possible acquisition ideas in the attached research paper. Spilt equally between large and smallcap stocks – covering a broad selection of industries.

What’s more we believe most of these businesses are underpinned by strong fundamentals and substantial upside in the event of predatory interest.

According to Factset Mergerstat/BVR, the average bid premium paid for such deals between 2004-14 was 30% – with the figure trending upwards since the global financial crisis.

Happy investing. Published 27th August 2019