...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
...it could start building out its revenue base quite considerably in 2021.
Nuvec need only be successful in 1 of the 3 target applications for #N4P to likely enjoy major upside from its current mkt cap of £10m.
R/R is incredibly attractive right now, in my view. 4/4
• • •
Missing some Tweet in this thread? You can try to
force a refresh
An extraordinary day. Firstly, fabulous initial data from Pfizer's vaccine, demonstrating it's 90% effective. An immense scientific breakthrough and a boon for humanity.
From an investment perspective (the raison d'être of this account!): a day of joy and misery, equally! 1/16
Global indices absolutely rocketed - 27/100 FTSE100 Cos ended the session at 10%+. Most sectors were up, whilst precious metals miners and #COVID19-centric stocks got obliterated. The latter group included treatment and testing stocks, and at home/online entertainment/living 2/16
Personally, my PF took an almighty spanking, owing to #AVCT being my largest position by a distance, and also having recently opened a position in #SNG.
A high quality vaccine was always the key risk to #COVID19 plays, but for me, that has always been a medium term risk. 3/16
...elsewise individuals with positive results could disregard government instructions and go out for work / socialising regardless.
@avacta#AVCT's Affimers are an antibody mimetic - designed to overcome the limitations of monoclonal antibodies.
The evidence indicates... 2n
...that Affimer-based lateral flow tests will likely have a higher specificity than mAb-based LFTs, and possibly higher sensitivity too. Moreover, they are rapid to develop, cheaper to manufacture, and are robust (a benefit both for supply chain issues and for shelf-life).
3/n
Comprehensive updates on all work streams of the Therapeutics and Diagnostics divisions will be provided.
Naturally, the content will likely be dominated by the various #COVID19 products under development - and of those, many market participants... 1/n
...(esp. new holders) will only have eyes for the LFT.
I think it’s important to appreciate the number of short term traders - and nervous retail investors - there are in #AVCT at present.
In my view, the near-term SP movement (which I think will be strong, either way)... 2/n
...will be driven by one very simple - but critical - matter: whether #AVCT has been permitted to disclose in its interims the UK Gov’s involvement in the rollout of the LFT.
I think the majority will agree that that involvement is beyond question.
For BAMS and Microtox BT and PD, #AVCT's work is largely complete. It will simply be providing a regular supply of Affimers to Adeptrix and #SKIN, and enjoy steady royalties (which, as many of us are beginning to realise, could be for much longer than initially anticipated).
2/9
This frees up mgmt's time to focus on the proprietary tests, the (all-important!) LFT and the ELISA (which I believe most are under-estimating the earnings potential of).
Whilst some might point out that none of the 5 products have yet been commercialised, I would argue... 3/9