A few more added to the ever-growing @Tirupatiuk holding just now.
The SP is 30% off recent highs, and is still below where it was, pre-acquisition of the Mozambique projects.
Nonsensical. The deal will give #TGR geographical diversification; a broader product range... 1/8
...(the new projects will add small flake graphite to #TGR's offering); a resource base several multiples larger; and, of course, will give @Tirupatiuk much greater production volumes in the medium term.
TGR was already targeting 84 ktpa output in Madagascar; the two new... 2/8
...projects would bring into the fold a potential further 158 ktpa in Mozambique. A 188% increase in total target output for #TGR, over the medium term.
Since the acquisition news, TGR has also brought online its second plant in Madagascar, increasing nameplate capacity... 3/8
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."
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
@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
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
...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.
...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).
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).
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