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Myles McNulty Profile picture
@MylesMcNulty
Mar 4, 2020 • 3 tweets • 2 min read • Read on X
#STAR #STARCOM rallying at long last!

Met with mgmt. yesterday. Hugely encouraged by recent progress.

Demand for all products rocketing - only concern is meeting demand. A good problem to have!

Partnership model (B2B) negates requirement for large investment in marketing. 1/3
A quick glance at the financials suggests that a further cash injection will be required by #STAR #STARCOM in the near term.

As big equity holders, mgmt. is very reluctant to dilute the equity base in low 1s. I believe the Co is working on debt solutions instead. 2/3
IMO #STAR #STARCOM will secure something shortly. I'm particularly impressed by the young CFO Igor Vatenmacher and think he's added much more to the board than accounting skills.

In summary: convinced STAR will become a £50m biz in the future. Have added signifantly to position.

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More from @MylesMcNulty

Myles McNulty Profile picture
Mar 30, 2023
@GarethP76 @Ophidian18 @RAH00084 This is where there is confusion amongst the #AVCT shareholder base.

Many think that the sell-off has been due to poor comms. That is not the case.

The sell-off has primarily been due to fear, driven by rumour (that of course has not been worded publicly), that @avacta...

1/9
@GarethP76 @Ophidian18 @RAH00084 @avacta ...is planning another major Diagnostic acquisition, that would result in further equity dilution.

There has been a concern that #AVCT has not been planning its capital allocation sensibly.

Rumour-mongering starting around SD of such a deal completely negated the epic...

2/9
@GarethP76 @Ophidian18 @RAH00084 @avacta ...data published at SD.

Mgmt has been under immense pressure from SHs in recent weeks to focus cash reserves on #AVCT Tx.

Through extensive conversations, my view is that they have listened. They are acutely aware that the value upside in Tx is of course infinitely...

3/9
Read 9 tweets
Myles McNulty Profile picture
Jan 17, 2023
#AVCT's update today is without doubt the most significant RNS I have ever read, from any company.

Update note in the coming days, but here are some initial thoughts.

Firstly - what many want to hear - the SP at 155p (mkt cap £412m).

In my view, this will not last long. 1/20
There are many stale holders who have been underwater for 18+ months, who will be happy to take some cash out now, in this ongoing cost of living crisis. That is understandable.

There will also be traders exiting, having positioned for this update.

Furthermore, the...

2/20
...wider investment community has not yet heard of, and even more so not appreciated the significance of, today's news at #AVCT.

Finally, I will state with a high degree of confidence that today's RNS opens the floodgates for numerous more updates in the near future.

3/20
Read 20 tweets
Myles McNulty Profile picture
Nov 18, 2022
Trading PF update:

Open:
#HARL (5.9p entry)
#PREM (0.45p)
#ALK (120p)
#MKA (13.3p)
#BSFA (8.6p)
#CGO (6.40p)
#BOIL (0.13p)

Closed:
#MMAG (+86%)
#INCE (flat)
#SPEC (+30%)

Reduced (not exited) HARL over past 24h, best return (% and £-wise) YTD.

[Entries/exits in timeline]

1/18
Volume returning really nicely to the small cap space, which is creating excellent trading conditions.

My average holding period in the Short-term Trading Portfolio is still around 16 sessions / 3 weeks.

Seemingly contrary to many, I consider trade entries based both on..

2/18
...fundamentals (see two recent successful trades in MMAG and SPEC, with rationales for trades founded on earnings metrics), and on stories and associated sentiment (BSFA being most recent example).

I don't subscribe to only utilizing one or the other; the same way as I...

3/18
Read 18 tweets
Myles McNulty Profile picture
Sep 6, 2022
@AnEarlofWisdom Hi Earl, I can't see any of the posts, as I'm blocked by those accounts (or I've blocked!), but I've been told there's a lot of scaremongering about various things:

1) Delay in trial;
2) Dox not activating much in TME;
3) Low cash balance, and thus possible placing coming.

1/8
@AnEarlofWisdom On the contrary, except for Cohorts 1 and 2 taking longer than expected (due to patient withdrawals - nothing whatsoever to do with #AVA6000 itself), #AVCT's progress in 2022 could not be stronger.

The DE to 200mg/m2 was the ultimate target, so that nullifies point 2) ⬆️.

2/8
@AnEarlofWisdom Licensing deals for targeted oncology drugs - even those at pre-clinical stage, like 3996 - have been monstrous in recent times (e.g. $100m cash upfront for an antibody-drug conjugate, just last month ⬇️).

#AVCT has referenced...

3/8
fiercebiotech.com/biotech/gsk-be…
Read 8 tweets
Myles McNulty Profile picture
Aug 24, 2022
Dare I say a major #AVCT rerate is (at last!) at hand?

Genuinely company-defining news could be landing over the coming weeks.

The question that is shortly to be answered:

Is @avacta's preCISION platform working in man?

If it is, the superheavyweights of Pharma move in.

1/8
I have said all I need to, on #AVCT's preCISION platform, here ⬇️:

Since that note, a third cohort has been launched in the AVA6000 trial, with a further considerable dose increase (+33%).

My view is that they stop here. The specificity of the...

2/8
aimchaos.files.wordpress.com/2022/04/avacta…
...substrate to FAP is so high that the concentration ratio of active doxorubicin in the tumour : healthy tissue, will negate the requirement for increase in dose size. [My view!]

Enough dox is already becoming active in the tumour micro-environment, at the current...

3/8
Read 8 tweets
Myles McNulty Profile picture
Jul 8, 2022
Whilst many scream, "avoid loss-making growth stocks like the plague!" (e.g. #AVCT!)...

@Merck ponders a $40bn T/O of oncology-focussed biotech, @SeagenGlobal.

In 2021, Seagen made a loss of $0.67bn, on revs of $1.57bn.

'22 rev forecasts: ~$1.7bn.

1/6
reuters.com/markets/deals/…
$SGEN specializes in antibody-drug conjugates ('ADC') - a relatively novel form of targeted cancer treatment.

@avacta's targeted cancer treatment platform, preCISION, has the real potential of generating pro-chemotherapies that are MORE targeted than ADCs, and thus...

2/6
...also potentially capable of delivering a more potent drug payload.

#AVCT will be announcing the results of the first preCISION prodrug P1 trial (AVA6000) in the next few months.

Success will mean the platform could be used to modify many other existing chemotherapies.

3/6
Read 6 tweets

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