A third #COVID19 diagnostics collaboration, this one with AIM peers #SKIN and #MWG.
AVCT's Affimer reagents to be used in SKIN's next-generation sensors, which are incorporated into MWG's Microtox water contamination system to detect COVID-19. 1/6
"#MWG's Microtox system, which can detect the presence of contaminating bacteria, virus and toxins, is distributed by MWG and has a global footprint of over 3,000 installations."
"#AVCT's Affimer sensors would be consumable items to be replaced on a roughly monthly basis." 2/6
A welcome surprise for me - although in hindsight, it should not have been. #AVCT has repeatedly alluded to incorporating its Affimers into additional diagnostic platforms for #COVID19.
A few very exciting aspects of this collab:
i) Very near-term, monthly recurring revs... 3/6
...that could remain in place for many years. Akin to a v. high margin, long-term royalty stream.
ii) Another opportunity to showcase the incredible versatility of #AVCT's Affimer technology: it's to be used in a novel - non-human diagnostic - application.
4/6
#AVCT's SP is actually down today - AIM Chaos at its finest. Short-term traders and investors seem only interested in the LFT.
Th LFT will come in due course - but it's absurd how the market refuses to attribute value to anything else until that does come.
5/6
Personally, I think there is real pressure building in #AVCT's SP, as today's news just adds to the Co's #COVID19 antigen tests approaching commercialisation, as well as (likely) ongoing talks for a NAf therapy with a major.
The major rerate draws ever closer. 6/6
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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.
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...
@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 ⬇️).
...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
$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