Myles McNulty Profile picture
Former micro-cap equity analyst, former micro-cap-focussed investment manager. Now managing my own book, predominantly trading UK micro-caps.

Mar 26, 2020, 5 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

IMO, it's highly likely that #N4P has already liaised with (and the few other developers) over #COVID19.

The most telling part of the RNS yesterday was the reference to "potential collaboration partners developing Covid-19 DNA or RNA vaccines". 4/5

"Or RNA vaccines"

To my knowledge, there are only a handful of Cos developing mRNA vaccines globally. The specific reference to mRNA is a huge hint, in my opinion, as to the work and discussions going on behind closed doors at #N4P.

Very early days but phenomenal potential. 5/5

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