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
...in-vitro 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
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
As such, the risk of failure to commercialise - at least in this application - is very low. This ensures a viable path to (potentially significant) revenues in the near term.
I personally feel that the market has missed the importance of that 24.04.20 RNS.
ii) Potential oral applications for Nuvec. Early stage - but the data point to #N4P's Nuvec being an ideal delivery platform for this type of vaccine.
Oral administration - whilst very obviously ideal - has struggled precisely because of delivery platform inefficiencies. 5/7
In summary: #N4P's Nuvec is being assessed for use in injected vaccines, oral vaccines and in-vitro applications.
The latter provides a solid security net and a route to a profitable, royalty-esque business, regardless of success or failure in in-vivo / clinical trials.
6/7
The first two provide the blue-sky upside - either could become the first choice for vaccine developers, for their delivery platforms.
Of course, there is not insignificant risk in achieving either of those outcomes.
For me, #N4P's enterprise value of £5m is absurdly cheap. 7/7
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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