Share this page!

Myles McNulty Profile picture
Twitter logo
Aug 23 • 3 tweets • 2 min read
@RAH00084 Agreed. Same reason why remaining two UK hospitals have not yet (formally) come online.

Also, it's worth noting:

Theoretically, were patients 2 and 3 of Cohort 3 dosed as soon as was technically permitted by the SDMC (21 days after P1's first dose) - and at the...

1/3
@RAH00084 ...same time (which is also theoretically possible for C3 and C4) - then P2 and P3 will complete their 21-day observation period following their second doses, by the end of next week.

I think we should reasonably expect slippages (as C1 and C2 have proved) - but in BEST...

2/3
@RAH00084 ...case, #AVCT could technically have all the data it requires to announce P1a results within two weeks.

I don't think many appreciate how close we are to (what hopefully is!!!) company-defining data.

Fingers crossed - but I'm as confident as ever in groundbreaking data.

3/3

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Myles McNulty

Myles McNulty Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @MylesMcNulty

Myles McNulty Profile picture
Aug 24
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
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
Myles McNulty Profile picture
Mar 3
Two weeks from entry into @BushveldMin_Ltd, and the SP (and vanadium market!) is really heating up.

Russia accounts for almost 20% of global V production. With sanctions potentially about to bite, panic buying is evidently already occurring.

The #BMN investment case ⬇️

1/25
@BushveldMin_Ltd controls one of the largest and highest grade vanadium resource bases globally, at 549 million tonnes.

It controls:

- 3 major, high-grade deposits, one of which is a working open-pit mine;

- 2 processing plants;

- an electrolyte plant (in construction).

2/25
#BMN's operations are located on the Bushveld Complex in the North of South Africa.

Prior to 2017, the Co was a pre-revenue mineral explorer. Its flagship asset was the Mokopane vanadium deposit.

A 2016 prefeasibility study suggested a 30-year mine-life, producing...

3/25
Read 25 tweets
Myles McNulty Profile picture
Feb 18
Rare earth elements continue to fly largely under the radar of the investment community.

The reason being that they're used in traction motors of EVs, and not the ever-discussed batteries.

The key REE, Neodymium, is now up 376% since 1 July '20.

Valuation check on #MKA ⬇️

1/8
@MkangoResources is due to complete its bankable feasibility studies for each of its rare earths mine in Malawi (Songwe Hill), and its separation plant in Poland, by the end of next month.

Details have been scarce, but #MKA has indicated the intended output of the...

2/8
...mine and separation plant - which is more than double that of the output suggested in the 2015 pre-feasibility study.

Presumably with a little guidance from #MKA mgmt, @MkangoResources' broker provided some very basic headline numbers of how the integrated operations...

3/8
Read 8 tweets
Myles McNulty Profile picture
Feb 16
@PetraDiamondsIR #PDL is now at 96p / £186m and threatening to break out. It's in touching distance of the post-restructuring, intra-day high of 97.5p, with blue skies above.

Interim results are due out next Wednesday.

A basic summary of the investment case ⬇️

1/25
#PDL is a diamond miner, with interests in 4 mines:

3 underground mines in South Africa (all 74% owned), namely: Cullinan, Finsch, and Koffiefontein;

1 open pit mine (75% owned) in Tanzania, named Williamson.

The mines were all acquired from @DeBeers between 2007-11.

2/25
The mines had all suffered from underinvestment when owned by @DeBeers. As such, between 2006 and 2019, #PDL invested approximately $1.6bn in improving the operational efficiencies of the mines and in extending their lives.

Much of this came in the form of debt...

3/25
Read 25 tweets
Myles McNulty Profile picture
Jan 28
The contrasting opinions on @avacta's valuation on FinTwit is fascinating.

Those who think #AVCT is overvalued, just can't seem to get their heads around the possibility that a £250m British biotech could be on the cusp of revolutionizing cancer treatment.

The bull case⬇️

1/25
#AVCT has four platform technologies:

1) Affimer Diagnostics
2) Affimer Therapeutics
3) pre CISION
4) TMAC (a combo of 2+3)

The purpose of this thread is to focus on and explain pre CISION and its potential value. This is the greatest near-term value driver for @avacta.

2/25
pre CISION - what is it? The most basic of explanations would be:

"Chemotherapy with dramatically reduced side-effects."

Chemotherapies are highly effective treatments for cancer, and have been used for decades. The issue with them, however, is that their effects are...

3/25
Read 26 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(