Discover and read the best of Twitter Threads about #n4p

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Good question.

#NCYT has been installing Q16s and Q32s weekly now in the NHS, so what they've done with the care home trial is expand it now to include the NHS hospitals.

The care home Q16/Q32 trial held up to lab testing.


What happens if you go all-in, and get data from supply to hospital wards too?

Well if it can hold 99%, then you can approve rapid RT-qPCR machines as permanent installations across the entire NHS and social care
We obviously want our kit in there, but what we're suggesting is an entire rewrite of the UK's microbiology network.

That involves change at all levels of the NHS - a major public policy change too.

Nothing has been done on this scale in diagnostics in our generation.
Read 19 tweets
Exciting development for #N4P today - Launch of Nuvec Oncology Treatment Programme.

This potentially opens up a third colossal market, after vaccine delivery x2 (injection and oral).

The really exciting thing about this Co is that its asset, Nuvec, is already developed and..1/4
...largely refined. It now need only prove consistent in-vivo success for its three target applications (oncology injection; vaccine injection; vaccine oral), and it can start out-licensing Nuvec.

And that's the core of the investment proposition: Nuvec is a platform tech. 2/4
It can be licensed out to multiple parties for multiple targets/applications. #N4P will receive upfront and milestone payments as the licensee takes the drug / vaccine (using Nuvec as the delivery platform) through the clinic.

N4P's cost base is exceptionally low; yet... 3/4
Read 4 tweets

Market cap, as pointed out by a hedge fund last night, is

"Currently lower than expected cash in bank come June 2021"

Find ANY other company on the stock market in that situation and post here. #NCYT is a once in a generation stock.

If investors don't understand what that means, it means that Novacyt will eventually re-rate come 2021, and it will have a market capitalisation of 1 to 2 billion and keep growing.

To miss something so obvious, you will never have any credibility
Take a look at diagnostics companies, their revenues, and their market caps:…
Read 4 tweets
Have been adding more to #N4P today. Plenty of news due in the next few months, which should help the market to realise the tremendous undervaluation here:

- Optimisation work on a more monodisperse formulation of DNA-loaded Nuvec

- Tech transfer to a manufacturing partner

- Possible update on collaboration with Nanomerics, re: 30-day stability testing;

- Update on potential routes to market for viral vector applications;

- Update on initial in-vitro work by Evotec on the potential oral application;

- Possibility of a partnership with a #COVID19 vaccine developer even before the initial in-vivo data.

However, the valuation step change for #N4P will come following demonstration that Nuvec works well, and critically - consistently - in-vivo.

Suffice to say, I have faith! 3/3
Read 3 tweets
Bit annoyed #N4P is moving quickly today, as have been building at between 4.0 and 4.2p the past couple of weeks. Holding just shy of 3m shares / 2.0%.

Update on #COVID19 in-vitro work, plus optimisation of particle loading, approaching. Nuvec has never struggled in... 1/7 studies, and I don't expect it to in these work programmes either. That in itself should provide a good boost to sentiment for #N4P (i.e. share price!).

Positive in-vitro results with #COVID19 DNA will of course cause a frenzy - and I'd expect would quickly... 2/7
...result in the securing of a vaccine partner.

Two other major positives about #N4P are:

i) Intention to monetise Nuvec as an in-vitro application, for viral vector production. This is significant: Nuvec works very well - and critically, very consistently - in in-vitro... 3/7
Read 7 tweets
Added just shy of 2m shares to #N4P the past two days, the majority of it in the placing.

Needless to say, not a great price - but we look forward.

Co is now fully funded until well into 2022. By then, it should have secured multiple licensing deals for its Nuvec platform. 1/4
#N4P has an exceptionally low cost base, and a disruptive product - targeting multiple multi-billion $ markets - that could be ready for commercialisation potentially by year end. Thereafter, R&D costs should be negligible (at least for Nuvec) and #N4P could rapidly build... 2/4
...out a passive royalties business. Funds could then be distributed via divis, as well as used to fund new asset development.

The reason for its current ~£4.5m enterprise value is the multiple operational delays (and 1 standout failure) it has experienced since it floated. 3/4
Read 4 tweets
Those who have known #N4P for a long time are aware that there is a high chance they have at the very least spoken to - but perhaps even collaborated with - Moderna , the global leader in developing mRNA-based therapies.

is currently developing a #COVID19 vaccine. 1/5
mRNA could literally revolutionise medicine - in short, synthetic mRNA is injected into patients to help them create their own therapies.

BUT - no mRNA-based vaccine (or ANY mRNA drug, for that matter) has ever received FDA approval. 2/5
The issue is keeping the mRNA alive for long enough in the body for it to work.

#N4P's Nuvec platform is a vehicle for mRNA (and pDNA) therapies. It protects the mRNA/pDNA whilst it moves through the body; and moreover it acts as an adjuvant (i.e. it enhances the therapy). 3/5
Read 5 tweets
Morning all - a few days off from the markets post GE, for a trip to Clermont to watch @bathrugby (lose with dignity 🙄).

Great to see #RRE slowly recover. Said it before, but - a $1.2bn offer was made. Completion of that deal would have seen the SP up by 250% minimum, IMO.
#MKA also beginning to climb back up. The Talaxis / Chinalco MoU is massive: Chinalco is one of China's six SEOs that hold a near-monopoly over the global REE market.

Its partnership with Talaxis is, for me, evidence that it's acutely aware of the Pentagon's interest in Songwe.
#HZM is also recovering, in line with Ni bouncing. Expecting a busy Q1 there, with major newsflow generated by both projects. Current EV (~£27m) is simply wrong. If it doesn't change soon, I don't think it's unreasonable to suggest a takeover - Orion being an obvious candidate.
Read 9 tweets
Some excellent moves in the PF this week:

ST trades in each of #TRX and #XSG reduced, as they had increased so quickly (~150% and 66% respectively). Balances of positions to be held until ~2p for each stock, but will revise accordingly, keeping a close eye on momentum. 1/12
Two new modest ST trades opened yesterday PM, 200k shares in each: #CIR and #C4XD (both ~17.5p av. entry). Primarily capitalising on community's (and my) recent success in trading up Woodford/Invesco calamities (TRX and XSG!). Both now enjoy solid fundamentals - valuations...2/12
...much more attractive now, with both #CIR and #C4XD SPs having been decimated this year. Moreover, they now enjoy the backing of retail. Fundamentals combined with sentiment = crucial.

ST trade (but happy to hold as a LT investment) opened in #DKL too. Very cheap CPO biz..3/12
Read 12 tweets

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