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Myles McNulty Profile picture
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1 Jul, 5 tweets, 3 min read
A must-read article for #AVCT holders ⬇️

University of Leeds (@avacta's academic partner) has been able to bind Affimers to the mutated form of the RAS protein, AKA the Death Star, which is responsible for 20-30% of all cancers.

Huge LT implications for Affimer Therapeutics 1/5
Amy Turner, co-author: "RAS really is the Holy Grail of therapeutic targets. The fact that it has previously been termed 'undruggable' has allowed us to demonstrate the huge impact that our Affimer technology can have when it comes to treating challenging pathologies."

2/5
We have seen in recent months how #AVCT's Affimer Diagnostics platform has outperformed monoclonal antibodies (and other antibody mimetics), in the Affimer-based #COVID19 LFT and ELISA.

Now we have an example of Affimers' superiority (dare I say uniqueness?) in Therapeutics. 3/5
"The researchers... believe their discovery could lead to new treatments, putting Leeds at the forefront of the fight against cancer."

And remember this is Affimer Therapeutics - nothing to do with #AVCT's pre CISION (chemo-with-no-side effects) platform..!

4/5
Incredible work from @Tomlinson_lab and his colleagues at @AstburyCentre. 👏

Full paper here: 5/5

nature.com/articles/s4146…

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More from @MylesMcNulty

Myles McNulty Profile picture
29 Jun
Fabulous to see @guildesports' @taysonFN win the Fortnite Champion Series All-Star Showdown last weekend.

#GILD talent has been a tad subdued on field the past couple of months, but three top 40 finishes (including first place ⬆️) in a major FNCS event is superb.

1/6
As per the Retweet ⬆️, this continued on-field success is critical for the commercial success of @guildesports over the long-term.

Evidently #GILD's set-up - the academy model, the personalised training, the player support - is working wonders.

FNCS victory this weekend...

2/6
...also comes right on the back of #GILD signing its fourth partnership deal in only 8 months - this one with Samsung, which followed Subway in March.

@guildesports has been signing sponsorship deals / partnerships at a rate of approx. one every two months - and those...

3/6
Read 6 tweets
Myles McNulty Profile picture
23 Jun
1 month on, and FeV (Europe) has increased by 27%.

#BMN is down several % month-on-month.

Broker EBITDA forecast for 2022 is $80m, based on an average FeV price of $40/kg.

The global V market is incredibly inelastic. There are very few deposits that are nearing... 1/11 Image
...construction ready. It's doubtful that any new production will be able to come online within the next two years - apart from the primary producers, #BMN and $LGO, expanding their operations.

@BushveldMin_Ltd owns two of only four primary production operations worldwide. 2/11
It is incredibly leveraged to the V price, which itself is illiquid and prone to exceptional moves.

With the global economic recovery driving steel output to all-time highs, demand for V (which is primarily used to strengthen steel) is steadily increasing.

3/11
Read 11 tweets
Myles McNulty Profile picture
23 Jun
ST trade: multiple purchases this week in #AVCT, av. 169p. Separate from core LT hold.

'Bad' news (i.e. slower build up in manufacturing capacity than envisaged by most; no commercial orders yet) now out of the way; potential for major and frequent positive news flow ahead. 1/12
Worst case scenario for #AVCT is that it'll sell 3m to 5m LFTs a month from August, for the next 3 years. That'll be £3m to £5m gross profit per month.

With clinical trials now commencing, assume annual cash burn increases to c.£30m.

Worst case then: @avacta is now free... 2/12
...of funding concerns that constantly plague Biotech PLC - for the foreseeable.

Best case? #AVCT will be selling 60m+ LFTs per month by December (or maybe much sooner). £60m+ gross profit per month - for 3 years or more.

But much more importantly for the investment case:

3/12
Read 12 tweets
Myles McNulty Profile picture
18 Feb
@avacta's AVA6000 approved by MHRA. Superb news. First dosing 'around mid-year'; first data to come within 3-4 months after that.

A summary thread on the significance of AVA6000 - and #AVCT's pre CISION platform as a whole - to both the oncology industry and to AVCT itself. 1/10
In very basic terms, #AVCT's pre CISION chemotherapies are essentially reformulated versions of existing, approved chemotherapies that have been used on cancer patients for many years - decades, even.

The pre CISION tech is simply an attempt to improve the safety profile... 2/10
...of the chemo.

Most therapeutics going through clinical trials look for an improvement of at least 20% over the existing industry-standard drug. A 50% increase in efficacy would usually be considered an astonishing result.

In pre-clinical mouse models for #AVCT's AVA6000 3/10
Read 10 tweets
Myles McNulty Profile picture
15 Feb
Quick recap on @avacta #AVCT's #COVID19 LFT.

By the end of next week, the Co intends to have put out a comprehensive TU.

Critically, it will include the sensitivity / specificity of its #COVID19 LFT for the first time. Analytical data collected so far suggests that it'll...1/14
...be the most accurate LFT in the world. However, it is not a given that analytical data will be replicated in the clinical data. Likely, but not definite.

Let's assume it IS replicated. #AVCT will CE Mark its LFT next month, and immediately begin selling it.

2/14
@avacta #AVCT does not have its own manufacturing capacity (yet). It will be contracting manufacturers to make its test.

It's lined up @Abingdon_Health #ABDX, @bbi_solutions and @mologic / GAD, and is working with @OmegaDiagnostic #ODX too (although not publicly announced). 3/14
Read 14 tweets
Myles McNulty Profile picture
17 Nov 20
I have had so many calls and messages about the fall in #AVCT @avacta's share price over recent weeks.

Let me be very clear: I am entirely unconcerned by this fall.

As the below Tweet shows, I had a long-term target of ~£20 BEFORE Avacta announced its #COVID19 workstreams. 1/n
The issue is - as is becoming more and more often the case in the world of micro-caps - people are buying companies like #AVCT without having first decided if it is a trade or an investment position.

I cover the importance of this distinction in my profile picture. 2/n
I myself am a trader, professionally, and actually hold very few long term investments. The volatility and lack of quality, accessible research renders AIM an excellent trading ground.

But @avacta #AVCT is an investment. In the next few weeks, it'll be submitting... 3/n
Read 14 tweets

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