Myles McNulty @MylesMcNulty Twitter profile

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Myles McNulty

@MylesMcNulty

3 years

Luckiest man in the world. 13.11.2021

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Myles McNulty

@MylesMcNulty

2 years

Tears of joy today. A momentous day in the War on Cancer and a beacon of light for sufferers of the horrible disease. Huge congratulations to team @avacta #AVCT for delivering this astonishing scientific breakthrough. This marks the beginning of the revolution in chemotherapy.

Avacta

@avacta

2 years

Avacta Announces Successful Completion of Fourth Dose Escalation in AVA6000 Phase 1 Clinical Study. #AVCT

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Myles McNulty

@MylesMcNulty

4 years

I was supposed to marry this goddess today! Covid has made us delay the wedding until next year, but we’ve still celebrated in style, and have much to be thankful for. 🍾 🎉 💐 🌸 💍

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Myles McNulty

@MylesMcNulty

2 years

I became a father this week! My wife was phenomenal and is recovering well. Like the billions of Dads before me, I’m in awe of the power of the love I have for this tiny person. I’m also in awe of our ability to operate on zero sleep! Achilles is in his element, as Guardian!

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Myles McNulty

@MylesMcNulty

21 days

Even though I should be well-used to the indifferent attitude of UK investors when It comes to valuable-but-pre-revenue companies (especially, biotech businesses!), I really am surprised that the recent news out of @avacta #AVCT hasn’t caused much more of a stir (and direct

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Myles McNulty

@MylesMcNulty

2 years

"Validation of the pre | CISION Platform - an Impending Revolution in Cancer Treatment?" New note on @avacta . Think 2023 will be quite the glorious year for #AVCT . Already +40% YTD and only just getting started. As always: all my own opinion, and DYOR.

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Myles McNulty

@MylesMcNulty

2 years

A fascinating afternoon at @avacta #AVCT ’s Science Day. Incredible presentations from globally renowned oncologists. Decks were equally fascinating. Standout for me: For #AVA6000 , active dox found in tumour : bloodstream… greater than 100 : 1, in multiple biopsies, IIRC. 🤯

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Myles McNulty

@MylesMcNulty

4 years

366 days ago, when I returned to trading my own PF full time, I never dreamed I'd be where I am today. I've had a huge amount of luck, but an even greater amount of help from so many excellent investors in the FinTwit community who are happy to share their ideas. Thank you 👍👌

Myles McNulty

@MylesMcNulty

5 years

After 15 months managing client money - and neglecting my own PF in the process - I re-started trading my own book full time on 2 Sept. Return over 4 months: 193%. Obviously this was massively skewed by an unholy move in #EUA (equity + warrants equated to 710% gain), but... 1/4

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Myles McNulty

@MylesMcNulty

1 year

"I believe that we are on the verge of a paradigm shift in how chemotherapy is delivered to cancer patients." Today's news at #AVCT irrefutably confirms that its pre|CISION platform has the real potential to transform treatment for possibly the large majority of all cancer

Avacta

@avacta

1 year

Successful Completion of ALS-6000-101 Sixth Dose Escalation and Clinical Update. #AVCT

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Myles McNulty

@MylesMcNulty

18 days

That was one hell of an R&D Spotlight episode published this week by @avacta #AVCT . A must-watch for holders. I thought I’d provide a recap of the investment case on here, as the Company sits on the cusp of a major news period that could prove transformational. The pre | CISION

Avacta

@avacta

20 days

In Episode 5 of the R&D Spotlight Series the team discuss in detail the preCISION platform and how we’ve been updating it since AVA6000 went into the clinic. #AVCT

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Myles McNulty

@MylesMcNulty

1 year

One of the most important sentences that @avacta has put out in the past few years, in #AVCT 's RNS today: "Several patients remain on trial in different dose cohorts and continue to receive AVA6000 as their disease has not progressed." The primary aim of the #AVA6000 Phase 1a

Avacta

@avacta

1 year

Successful Completion of Fifth Dose Escalation in AVA6000 Phase 1 Clinical Study. #AVCT

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Myles McNulty

@MylesMcNulty

3 years

Glorious results for @avacta #AVCT 's #COVID19 lateral flow test! 98.0% sensitivity; 99.0% specificity. Critically 100% sensitivity achieved for viral loads at Ct<27. CEO's words: "better sensitivity than two leading, commercially available LFTs." The floodgates will open now.

Avacta

@avacta

3 years

Clinical validation of AffiDX SARS-CoV-2 Antigen Lateral Flow Test. #AVCT

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Myles McNulty

@MylesMcNulty

4 years

Superb article by @paulwaugh on @avacta #AVCT 's LFT. "A test that gives results in just five minutes is expected to be at the heart of Boris Johnson’s plans to reopen live events, nightclubs, schools, and hospitality." A glorious start to the weekend!🍷

Super-Fast 5-Minute Covid Tests Set To Reopen Nightclubs, Theatres And Sports Events

Exclusive: New British-made devices are set to replace slower Innova test – and initial findings show they're more reliable.

www.huffingtonpost.co.uk

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Myles McNulty

@MylesMcNulty

3 months

I'm fully aware that this this may sound a tad OTT, but I have never woken up feeling so bullish about @avacta 's prospects, after attending the AGM yesterday. With our new CEO and new chairman delivering a knockout presentation, it really felt as though #AVCT has been reborn.

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Myles McNulty

@MylesMcNulty

3 years

UK-based @avacta has developed one of the most accurate SARS-CoV-2 LFTs worldwide. It can manufacture it at mass scale + cost competitively. Despite the looming tidal wave of #Omicron , and the chronic shortage of LFTs, @UKHSA isn't allowing #AVCT to sell it in the UK yet. Why?

Avacta

@avacta

3 years

AffiDX® SARS-CoV-2 antigen lateral flow test detects the Omicron variant. #AVCT

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Myles McNulty

@MylesMcNulty

1 year

Over the past six months, @avacta has given multiple indications that in the ongoing #AVA6000 Phase 1a trial, something astonishing is occurring. Management will be saving the hard data (especially, efficacy data) for publication at a major oncology conference, such as AACR or

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Myles McNulty

@MylesMcNulty

10 months

Personal view is that, over the next two weeks, @avacta 's #AVA6000 Phase 1a trial is covered by mainstream media - @BBCNews , @SkyNews , etc. Stories of efficacy will drive #AVCT 's share price now. This is what MSM wants to report on. And astonishingly, despite the P1a trial's

Avacta

@avacta

10 months

Shareholder update to review AVA6000 Phase 1a data. #AVCT

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Myles McNulty

@MylesMcNulty

3 years

Irrefutable proof that @avacta 's revolutionary chemotherapy platform, preCISION, works in man. Next cohort to be dosed with a drug ~33% more potent than existing doxorubicin. If it's working for this first chemo, it's highly likely to work for others. Industry-changing! #AVCT

Avacta

@avacta

3 years

Avacta Announces Dose Escalation in the Phase I Clinical Study of AVA6000 Pro-doxorubicin. #AVCT

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Myles McNulty

@MylesMcNulty

2 years

Right now, at 155p, #AVCT is the cheapest it's ever been. I am expecting things to move very quickly from here. Big Pharma will be all over @avacta right now. An exceedingly happy shareholder who sees an enormous ROI from here in 2023. 20/20

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Myles McNulty

@MylesMcNulty

2 years

Phenomenal from #AVCT ! A greater increase in dose than was suggested, too. The patients of Cohort 3 will be dosed with AVA6000 that’s twice as potent as that used in C1 - and 80% more potent than standard doxorubicin used in cancer patients today. Chemo without side effects..?

Avacta

@avacta

2 years

Avacta announces second dose escalation in the Phase I clinical study of AVA6000 Pro-doxorubicin. #AVCT

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Myles McNulty

@MylesMcNulty

10 months

A rather big week ahead for us #AVCT shareholders! Remember: the trade rationale now is not whether the pre | CISION delivery platform works or not. We (comparatively!) few on Twitter already know this - both shareholders, and those who have had to endure our long discussions

Myles McNulty

@MylesMcNulty

10 months

Personal view is that, over the next two weeks, @avacta 's #AVA6000 Phase 1a trial is covered by mainstream media - @BBCNews , @SkyNews , etc. Stories of efficacy will drive #AVCT 's share price now. This is what MSM wants to report on. And astonishingly, despite the P1a trial's

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Myles McNulty

@MylesMcNulty

7 months

Absolutely sickened by this placing by @avacta . Raising up to £26.8m at 50p. This will not be forgotten, nor forgiven. Fundamental changes must be made at #AVCT . Remember: we retail shareholders hold almost 90% of the stock. We collectively hold the power over who runs our

Avacta

@avacta

7 months

Proposed Fundraise to progress Therapeutics Division pipeline. #AVCT

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Myles McNulty

@MylesMcNulty

2 years

From an unpleasant shade of red that bottomed in early March (courtesy of mega holding #AVCT hitting a disgusting YTD low of almost -70%!), the PF has rocketed into a glorious shade of blue. Uber concentrated PF - serious high and low points! 😂🤦🏻‍♂️ Have a great Easter break all!

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Myles McNulty

@MylesMcNulty

4 years

First instalment of a 2-part Update Note on @avacta #AVCT . The note focusses entirely on the LFT, and particularly what I think will set AVCT's apart from the competition: Affimers. As always, it's entirely independent work. Disclaimer at back of note.

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Myles McNulty

@MylesMcNulty

2 months

It's been a very quiet couple of months for Avacta (at least on the RNS front) following key management changes, but I believe that #AVCT is now on the cusp of a transformational few months (see @RAH00084 's thread below, for likely major news items between now and Christmas).

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Myles McNulty

@MylesMcNulty

2 years

#AVCT 's update today is without doubt the most significant RNS I have ever read, from any company. Update note in the coming days, but here are some initial thoughts. Firstly - what many want to hear - the SP at 155p (mkt cap £412m). In my view, this will not last long. 1/20

Myles McNulty

@MylesMcNulty

2 years

Tears of joy today. A momentous day in the War on Cancer and a beacon of light for sufferers of the horrible disease. Huge congratulations to team @avacta #AVCT for delivering this astonishing scientific breakthrough. This marks the beginning of the revolution in chemotherapy.

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Myles McNulty

@MylesMcNulty

3 years

Mastering the Art of Doing Nothing is key to successful investing, in my view. It requires several key skills and traits: Patience (wait for that entry; don't sell out of boredom); Focus (don't go chasing rainbows!); Conviction (know what you hold, and why); An iron stomach!

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Myles McNulty

@MylesMcNulty

11 months

Arguably the most important period in #AVCT 's history is beginning, in this run up to Christmas. Most @avacta holders know that the pre | CISION platform has already been validated in humans, that it's already on its way to challenging the antibody-drug conjugate class as the

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Myles McNulty

@MylesMcNulty

3 years

At loooooooong last... @avacta 's AffiDX SARS-CoV-2 rapid antigen test now on sale! Needless to say, order just submitted..! Order enquiries, Calibre Scientific: sales-emea @calibrescientific .com Pro-use only ATM, so buyers have to represent an organisation. Bravo #AVCT 👏👏

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Myles McNulty

@MylesMcNulty

4 years

One of the most important lessons I've learned as an investor: If you're at all concerned about the prospects of an investment you're holding - then you shouldn't be holding. You should be looking to your investment's future with eager anticipation, with excitement - not fear.

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Myles McNulty

@MylesMcNulty

4 years

A short but satisfying week in the markets, capping off a remarkable 2020 (grim lows and spectacular highs alike!). Now: Christmas celebrations! Marooned in SW London, cut off from our families... So we've gone particularly long on booze! Wishing you all a wonderful holiday.

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Myles McNulty

@MylesMcNulty

9 months

Happy New Year everyone! 2023 - what a rollercoaster of a year. The portfolio got off to an excellent start, with 70%+ of the portfolio at outset of year, #AVCT , putting in a 60%+ shift upwards by early February. But this was very quickly completely undone by lack of profit

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Myles McNulty

@MylesMcNulty

4 years

Imagine a chemotherapy with little to no side effects. No fatigue, hair loss, anaemia.. No damage to the heart (cardiotoxicity is a major limiting factor in chemo). This would mean a patient could undergo multiple times more chemo cycles to destroy the tumour. Cue @avacta #AVCT

Avacta

@avacta

4 years

Submission of Clinical Trial Application for AVA6000 Pro-doxorubixin. #AVCT

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Myles McNulty

@MylesMcNulty

10 months

Phenomenal results (so far!) from @avacta 's #AVA6000 Phase 1a trial. These results genuinely set the ground for #AVCT to revolutionize the treatability of the majority of solid tumours. There is so much to cover (which I will do in a long note), but a key quote from the CEO is:

Avacta

@avacta

10 months

Avacta is pleased to provide detailed pre-clinical, clinical and pharmacokinetic data from the Phase 1a dose escalation study of its lead pre|CISION programme, AVA6000, a tumour activated form of doxorubicin. #AVCT

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Myles McNulty

@MylesMcNulty

6 months

About ****ing time! #AVCT CEO Alastair Smith in the ongoing live presentation is at last suggesting we should be looking at the several-billion dollar range - using both public comps analysis (NASDAQ-listed), and recent precedent transactions - for a reasonable valuation for

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Myles McNulty

@MylesMcNulty

3 years

Difficult to put into words quite how impressive this news is for @avacta #AVCT . Its AffiDX lateral flow test positively identified ALL Delta Variant cases with a Ct value of <29. Two competing LFTs managed to identify 50% and 0% ( I wonder who 🤔) of Delta cases respectively.

Avacta

@avacta

3 years

AffiDX® SARS-CoV-2 Antigen Lateral Flow Test Detects Delta Variant. #AVCT

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Myles McNulty

@MylesMcNulty

2 years

New note covering the recent developments at @avacta , notably today's transformational fundraise and acquisition. I'm personally delighted with it all. #AVCT is now ideally positioned to run on positive #AVA6000 P1a data, due later in Q4. We wait! 🤞

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Myles McNulty

@MylesMcNulty

4 years

5 years’ worth of RNSs. This is taking quite some time (and 🍷) to get through! Epic company though, time well spent to understand its evolution. @4dpharmaplc #DDDD $LOAC

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Myles McNulty

@MylesMcNulty

1 year

@RAH00084 It's really important to highlight that those two patients had to be treated with 5-6 cycles of standard doxorubicin, as well as 14-18 cycles of Lartruvo, before they enjoyed a complete response. #AVCT 's pre | CISION will supercharge the efficacy of the staple drugs of so many

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Myles McNulty

@MylesMcNulty

8 months

Thinking about trying to organize an interview with @avacta #AVCT management. The idea would be to not waste time on stuff that is readily available in RNSs and on the Company's website, but rather to push them on subjects that they have been unclear about up until now. For

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Myles McNulty

@MylesMcNulty

3 years

Was planning on publishing my entire Revised Investment Thesis for @avacta #AVCT in one go - but it's taking an age to write! So here are the first and last sections for now. Hope it's useful to fellow investors.

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Myles McNulty

@MylesMcNulty

3 years

Out on a walkies with Achilles when the @avacta news landed. Portfolio straight to all time highs, and so we head to Nero to buy the goodest of boys a sausage roll. Superb work, team #AVCT . Most sensitive #COVID19 LFT in the world about to hit the market. Mega revenues ahead!

Avacta

@avacta

3 years

AffiDX® SARS-CoV-2 Antigen Lateral Flow Test Update. #AVCT

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Myles McNulty

@MylesMcNulty

4 years

To be successful on AIM, it is crucial to understand that it is a highly irrational and inefficient market. Share prices can literally halve for no other reason than bored investors selling out to chase in-vogue stocks. Understand that and things get (a little!) less difficult!

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Myles McNulty

@MylesMcNulty

3 years

Getting married this weekend!!! Third attempt, courtesy of COVID...! Will be offline from now until mid next week. For now, a quick recap of PF: LT investments unchanged (largest➡️smallest): #AVCT -6% YTD #MKA +117% #BOOM +325% #QFI +52% #TGR +35% #WBI +55%, SIPP only 1/10

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Myles McNulty

@MylesMcNulty

1 year

@Borg74 We sheep are so lucky that we didn't listen to you a few months ago, and go short #AVCT at 90p. Everyone knows that your Tweet on 2nd Oct was about your views on people following me into #ONDO . It was hardly a "hidden message". I'm going to be honest, it smacks of envy. There

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Myles McNulty

@MylesMcNulty

1 year

#AVCT is delivering the most significant breakthrough in cancer treatment, out of the UK, in decades. This should now be obvious to everyone. It may take a month for this to start being reflected in the SP; it may take another 12 months. But it will happen. Get researching!

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Myles McNulty

@MylesMcNulty

1 year

Price action at #AVCT suggests the market thinks the #AVA6000 Phase 1a trial is drawing to a close, after a long 25 months. Bullish rumours flying. Couldn't' be more excited to hear about what's been going on in cohorts 5 and 6. Thousands of pairs of eyes on @avacta now. 🤞🤞

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Myles McNulty

@MylesMcNulty

4 years

From an investing perspective, the restoration of the natural world - brutalised by mankind over the past two centuries - is going to be THE fundamental theme over the coming decades. A stalling of global warming will top the list; closely followed by an anti-plastics movement.

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Myles McNulty

@MylesMcNulty

4 years

Part 1/3 of 3rd note on @avacta #AVCT , covering its #COVID19 tests: This follows previous notes: Part 2 and 3 out next week. Plans to complete today derailed by Bank Holiday fun with other half!👧🍷🌞🐶

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Myles McNulty

@MylesMcNulty

4 years

Initial clinical data for #AVCT 's #COVID19 LFT. Sensitivity 96.7%, specificity 100%. A single missed positive case from 30 samples. 1 shy of perfection. Simply put: this RNS unlocks everything. It's the start of the real rerate. That £100bn+ pa market is there for the taking.

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Myles McNulty

@MylesMcNulty

3 years

Returned from a glorious honeymoon in Sri Lanka and the Maldives, refreshed and buzzing to attack the markets in 2022. Happy New Year everyone, and best of luck for the year ahead!

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Myles McNulty

@MylesMcNulty

2 years

Back down in Devon for a Christmas week with family. Already overdid it on the first night with @DonnachMcNulty !🍷🥃🤦🏻‍♂️ Merry Christmas everyone. Hope you all have a lovely holiday break with family. Top picks for ‘23: #AVCT #BSFA #TGR Write ups to come on each before the 1st.

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Myles McNulty

@MylesMcNulty

4 years

A stunning day, with the PF obliterating its previous all-time high. Big thanks to second largest position #SAE (+49%), supported by solid moves from #DKE , #HZM , #N4P , #AVCT and #EQT . Have a great weekend all, next week should be fun! Off to celebrate with my fiancée now! 🍻 🍷

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Myles McNulty

@MylesMcNulty

1 year

I assume a very conservative peak sales target (2030) for #AVA6000 of $4.5bn. That's a trebling of most existing forecasts for conventional dox, by that point in time, and assumes a 75% market share. [One could quite easily argue for a quintupling of the $2bn conventional dox

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Myles McNulty

@MylesMcNulty

7 months

People have been absolutely losing their minds about the apparent news blackout at #AVCT , and panic selling has clearly been exacerbated by short selling (and the inevitable online trolling). The shares are down 34% YTD, and the only news that Avacta has put out this year is a

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Myles McNulty

@MylesMcNulty

3 months

Driving all morning and boarding a ferry (off on holiday!), but: Very happy to see #AVCT settling this bond repayment instalment in cash. The implications are, of course, highly significant. No news shares hitting the market next week. - no share overhang; - no selling volume

Avacta

@avacta

3 months

Avacta announces that it has elected to settle in cash the upcoming July quarterly amortisation payment in respect of the Company’s unsecured convertible bonds. #AVCT

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Myles McNulty

@MylesMcNulty

4 years

Chuffed to have ended the week at a portfolio ATH! +/-10% weekly moves: #ARB +47% #SNT +47% #N4P +35% #BOOM +22% #TGR +17% #AVCT +17% #RENE +14% #QFI +12% #MVR -18% Next week, backing IPO of medical cannabis biz @KanaboGroup #KNB . Could be interesting! Have a great weekend🍻

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Myles McNulty

@MylesMcNulty

1 year

#AVCT is looking exceptionally strong now. People are starting to realize that the combination of three key possibilities, could result in one hell of a share price run over the coming several months. Those three possibilities are: 1) @avacta is already sitting on impressive

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Myles McNulty

@MylesMcNulty

4 years

Old school investors who focus only on fundamentals, often consider themselves superior to those who do not. Fundamental investing is quite simple. The higher skill is in reading market sentiment and being amongst the first to identify what the masses will one day want to own.

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Myles McNulty

@MylesMcNulty

2 years

Recent presentation from @avacta ⬇️ They didn't just settle on, "Improving". "Tranforming" wasn't a powerful enough word, either. "Revolutionising" After ~15 patients have been dosed with #AVA6000 . I'm convinced that #AVCT has replicated that astonishing animal data, in man.

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Myles McNulty

@MylesMcNulty

1 year

I’m going to assume that Janet here ⬇️ is not just referring to a few optimistic UK retail investors on Twitter, when she refers to “some” people describing #AVCT ’s pre | CISION platform as a treatment paradigm changer in oncology…!

Andrew presley

@Andrewp37075755

1 year

@tom_the_bomb__ Note who Janet is and where she works

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Myles McNulty

@MylesMcNulty

11 months

12 sessions on from the below post on #AVCT . Only another 18 sessions until what most would consider the end of 'active trading' for the year (Christmas shutdown). @avacta has assured us that the #AVA6000 P1a study completes in Q4, and that data will also be announced in Q4. We

Myles McNulty

@MylesMcNulty

11 months

Arguably the most important period in #AVCT 's history is beginning, in this run up to Christmas. Most @avacta holders know that the pre | CISION platform has already been validated in humans, that it's already on its way to challenging the antibody-drug conjugate class as the

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Myles McNulty

@MylesMcNulty

3 months

#AVCT 's recently appointed non-executive director, Shaun Chilton, to step up into the role of chairman, with immediate effect. Eliot Forster stepping down from the board. This is superb news. As CEO, Shaun led the sale of an AIM-listed pharma business for £1.3 billion, only two

Avacta

@avacta

3 months

Shaun Chilton is appointed Non-Executive Chairman of the Avacta Board of Directors. #AVCT

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Myles McNulty

@MylesMcNulty

10 months

Another major deal today in the antibody-drug conjugate space. Take note, #AVCT holders! AbbVie to acquire ImmunoGen for $10.1bn cash. ImmunoGen's flagship ADC, ELAHERE, is the world's first and only ADC approved for the treatment of ovarian cancer. Consensus forecasts have

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Myles McNulty

@MylesMcNulty

4 years

I've written an update note on #AVCT , focussing on its recently announced work on a point-of-care antigen test for #COVID19 : This follows the Investment Thesis: Needless to say, all the content is my opinion only! Hope it helps.

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Myles McNulty

@MylesMcNulty

4 years

Commentary to resume on Tuesday, when hopefully new ISA allowances should give small caps a boost and restore some stability! And of course, perhaps when #AVCT @avacta completes clinical validation of its LFT...! Right. Off for 🏌️‍♂️ and 🍻 Have a great holiday all! 18/18

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Myles McNulty

@MylesMcNulty

6 months

Currently in the middle of moving homes (and cities!), last/this week, so haven't had much time to post on here. Will try to get a few in over the next several days when I can, on the various open trades and investments. First up, Avacta #AVCT : Over the past week we've seen

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Myles McNulty

@MylesMcNulty

2 years

Nothing new in @avacta 's interims, apart from better cash position than I'd expected at £17m - runway through to mid next year. Plenty of time for that 3996 licensing deal now, which evidently won't be rushed. Short attack 'thesis' obliterated. 😂 Monster Q4 ahead for #AVCT !

Avacta

@avacta

2 years

Interim Results for the Period Ended 30 June 2022. #AVCT

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Myles McNulty

@MylesMcNulty

4 years

Absurd that #AVCT is down this morning, given info about the Gov’s Project Moonshot emerging over the weekend. 4 million tests per day. 120m per month. PCR testing couldn’t even cover 15% of that. @avacta ’s lateral flow antigen test will be THE cornerstone product of Moonshot.

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Myles McNulty

@MylesMcNulty

5 months

A new era begins at @avacta #AVCT , as Dr Christina Coughlin is appointed as CEO, effective tomorrow. Dr Alastair Smith leaves the company, after founding it 19 years ago and leading it to where it is today. A huge thanks to Dt Smith for securing the pre | CISION platform for

Avacta

@avacta

5 months

Avacta announces that Christina Coughlin, MD, PhD, has been appointed as the new Chief Executive Officer of Avacta. #AVCT

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Myles McNulty

@MylesMcNulty

3 years

The US FDA is warning the public to stop using Innova’s LFT, over “significant concerns that its performance has not been adequately established.” The LFT the UK MHRA has been handing out to the public, for free, in the 100s of millions... Will it follow suit? @avacta #AVCT

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Myles McNulty

@MylesMcNulty

4 years

Top 5 picks for 2021: #AVCT #SAE #RENE #MVR #DDDD So many excellent companies to pick from in the UK micro-cap world - but ultimately have gone for ones that could be recognised as (future) world leaders in their respective fields, by end 2021. Needless to say, I hold them all!

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Myles McNulty

@MylesMcNulty

1 year

#AVCT back on track with its #AVA6000 Phase 1a trial, with another 25% increase in dose for the patients of Cohort 5. 250mg/m2 is approaching 3x the equivalent dose of standard dox that is normally administered to patients. A revolution in chemotherapy treatment is underway.

Avacta

@avacta

1 year

First Patient Dosed in Fifth Cohort of AVA6000 Phase Ia Dose Escalation Study. #AVCT

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Myles McNulty

@MylesMcNulty

4 years

Mega start to 2021! Core: #AVCT +17.5% #BMN +17.4% #SAE +4.7% Notable others: #RENE +29.7% #TGR +28.5% #BIDS +28.4% #VLS +7.9% #MKA +4.4% #POW conv. warrants landed in PF +329% #ARB closed out +52% Losers #MVR (-4.5%), #BOOM (-5.7%), #BIOM (-12%) PF +18.8% Good weekend all!

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5

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Myles McNulty

@MylesMcNulty

1 year

Almost 26 million #AVCT shares, worth over £38m, traded in the past 5 and a half sessions alone. Do we really think this is just retail volume?! Ignore the trolls trying to panic people into selling by banging on about the Heights repayment due... If @avacta opts to repay in

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Myles McNulty

@MylesMcNulty

4 months

10 months on from the below post, and those two NASDAQ-listed peers of Avacta #AVCT have enjoyed substantial valuation re-ratings. Revolution Medicines $RVMD's mkt cap has increased by 103%, to $6.63bn. Revolution's lead candidate is perhaps 6 months further along in its

Myles McNulty

@MylesMcNulty

1 year

Something for @avacta #AVCT shareholders to consider, with regards to immediate-term valuation rerating prospects ⬇️ A glimpse at how relatively early stage, precision oncology companies are valued across the pond: Nuvalent $NUVL () - Kinase inhibitors -

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Myles McNulty

@MylesMcNulty

9 months

Merry Christmas everyone! Time to switch off after a turbulent 2023 on the markets! A very tricky start, but ending the year strongly, and looking forward to what's to come with excitement. Hope everyone has a wonderful and relaxing time with their families over the festive

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Myles McNulty

@MylesMcNulty

2 years

#AVCT 's SP has dropped from 164p, at close before Science Day on 23 Feb, to 111p today. A 33% decline in a month. Anyone would think that @avacta had announced that its targeted chemotherapy platform, preCISION, wasn't working. In truth, it has surpassed all expectations 🤦‍♂️🤷‍♂️

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Myles McNulty

@MylesMcNulty

1 year

The UK micro- and small-cap cap space is slowly waking up from a grim winter. At long last! Increased volume, plenty of opportunities presenting, and some big movers here and there. Hopefully just the start! Have a great bank holiday weekend everyone, and Happy Easter! 🍻

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Myles McNulty

@MylesMcNulty

2 years

For newcomers to #AVCT and for those bemused by all the excitement amongst shareholders, these two notes explain the situation: In short: @avacta 's next RNS may reveal that a revolutionary cancer treatment platform, works in man.

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Myles McNulty

@MylesMcNulty

3 years

Back down from Snowdon - Three Peaks tour completed! A memorable four days with Dad and Brother. Follows a memorable last weekend - on Best Man duties at best friend’s wedding! Now… Pub time! Really excited to get back to the markets on Monday. Small caps are buzzing again!

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Myles McNulty

@MylesMcNulty

1 year

Decided to add to #AVCT positions for the first time in a while today, following yesterday's extraordinary RNS. Half in LT Investing PF, half in ST Trading PF. In normal conditions, the shares would have, in my view, increased 50%+ yesterday. The suggestion in the RNS was that

Myles McNulty

@MylesMcNulty

1 year

One of the most important sentences that @avacta has put out in the past few years, in #AVCT 's RNS today: "Several patients remain on trial in different dose cohorts and continue to receive AVA6000 as their disease has not progressed." The primary aim of the #AVA6000 Phase 1a

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Myles McNulty

@MylesMcNulty

1 month

Profound words from Avacta #AVCT ’s CEO. Revolutionise cancer treatment, and you indeed change the world. Exciting times ahead!

Christina Coughlin

@coughlin582

1 month

My daughters have always called it “get home day” Today I leave #AVCT filled with optimism. Reminded of a quote “never doubt that a small group of thoughtful, committed citizens can change the world. Indeed it is the only thing that ever has” 😊 Here’s to that team. #LetsDoThis

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Myles McNulty

@MylesMcNulty

11 months

I believe that @avacta #AVCT is very slowly beginning to enjoy a read-across - at long, long last! - from the explosion of commercial activity going on in the field of antibody-drug conjugates ('ADC'). In the past few weeks, we have seen: - Merck licensing 3 ADCs from Daiichi

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Myles McNulty

@MylesMcNulty

1 year

#AVCT has listened to its SHs. Comms already improved! Keep it up @avacta + great interview @CapitalPmh ! Favorite parts: 7:48, re: #AVA6000 - v. confident it works. P1b/PP2 - jumping through hoops for regulator? 13:10, re: #AVA3996 - "maybe even a tumour-agnostic therapy" 🔥

PMH Capital

@CapitalPmh

1 year

#AVCT Very encouraging comments here from CEO Alastair Smith wrt today's positive AVA6000 & wider preCISION platform news from @avacta . @MylesMcNulty #avacta

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Myles McNulty

@MylesMcNulty

1 year

First company covered in the new writing project! ✅ It's of course on #AVCT , following its mammoth RNS yesterday. It's in a different style to previous research - much shorter (3 pages), intended to be easily digestible for everyone. NON-holders of

The Blog – AIM CHAOS

aimchaos.com

Myles McNulty

@MylesMcNulty

1 year

A long-term project I am commencing today - to challenge myself, improve my writing skills, and to build out a library of stock market research and musings. Many companies I want to write on immediately, but #AVCT 's RNS has stolen the show today, so...!

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Myles McNulty

@MylesMcNulty

4 years

A monumental day for @avacta #AVCT . Huge congratulations to its employees and mgmt, and of course to my fellow shareholders. Well done holding on through some tough months. A special shout out to @Tomlinson_lab , one of the fathers of the Affimer. What an incredible day for you!

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Myles McNulty

@MylesMcNulty

4 years

A dreadful week for me! Major positions #AVCT and #SAE down 19% and 23%. The rest of the PF rather flat, although a good start today for new holding, #RENE (+15%). It's certainly not plain sailing in the world of AIM! Chin up though Myles - next week will bring new opportunity.

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Myles McNulty

@MylesMcNulty

3 years

One of the tougher days on the markets for me! Portfolio cornerstone holding, @avacta #AVCT , utterly massacred: -34% on the day. Character building times. All we can do is pick ourselves up and go again tomorrow. Constantly learning, never giving up. It's Monday, but 🍺 time!

Myles McNulty

@MylesMcNulty

3 years

Frustrating setback for @avacta : the antibody component of its AffiDX LFT has reduced sensitivity for detecting the Omicron variant. #AVCT (with #ABDX 's help) will reconfigure the mAb in the LFT reagent to restore the sensitivity to first-in-class. 1/7

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Myles McNulty

@MylesMcNulty

1 year

Another positive update from #AVCT . Eight hospitals (several of which are considered world-leading cancer centres) now recruiting patients for its #AVA6000 P1a trial, across the UK and the US. We'll be in P1b in no time! A fabulous turnaround in sentiment and SP the past week.

Avacta

@avacta

1 year

Avacta Opens First Two US Clinical Investigator Sites for AVA6000 Phase 1 Clinical Study. #AVCT

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161

Myles McNulty

@MylesMcNulty

4 years

No change to capital gains tax... Time to start buying back all those derisked winning positions! 🤣 Also, serious investment going into green energy, tech and infrastructure. Glorious. @RishiSunak , you legend! Next PM, surely.

Myles McNulty

@MylesMcNulty

4 years

...of leverage to magnify returns in this bull market, but have been reining this in over the past 2 weeks. Besides the IG Index fiasco, I think the market is being hit by many trimming or dumping big winning positions, in advance of a (in my view, likely) CGT hike... 3/n

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Myles McNulty

@MylesMcNulty

2 years

@avacta 's groundbreaking Phase 1a trial for a new form of targeted chemotherapy is due to complete in the next few months. If all goes well, I imagine there will be HUGE interest in the stock. An overview of #AVCT 's pre | CISION platform, for newcomers:

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Myles McNulty

@MylesMcNulty

2 years

Superb result for #AVCT ! Obvious question: Would @avacta have applied for all these benefits (marketing exclusivity, tax credits) - 10+ months after the start of the trial that had seen 8+ patients by that stage - if marketing approval itself didn’t look likely in the future?

Avacta

@avacta

2 years

AVA6000 receives Orphan Drug Designation from the US Food and Drug Administration. #AVCT

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Myles McNulty

@MylesMcNulty

4 years

Really significant market news for mega holding, @avacta #AVCT , this week passed, regarding a likely major customer, the UK Gov. On Friday AM, DHSC updates its requirements for LFTs that it will purchase going forward. 1/14

Lateral flow evaluation prioritisation criteria for rapid diagnostic assays for specific SARS-CoV-2...

An overview of the future requirements for rapid COVID-19 diagnostic assays for antigen lateral flow devices.

www.gov.uk

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Myles McNulty

@MylesMcNulty

2 years

A huge day in @avacta 's history. - £24m acquisition of Launch, transforming #AVCT 's Diagnostics Div. into a major player in the UK / EU; - Fundraise of £62m gross, attracting a massive investor in HCI (a division of Susquehanna); - cash of ~£42m - runway now to end 2024. 1/5

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Myles McNulty

@MylesMcNulty

2 years

BlackRock has bought another 1% of @avacta in the open market. Up to 2% now. Very encouraging. We're possibly weeks away now from the results of the groundbreaking AVA6000 targeted chemotherapy trial. If results are positive, I don't expect #AVCT to remain independent for long.

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Myles McNulty

@MylesMcNulty

3 years

To state the obvious: it would be strange for @avacta to share its 3 year old preclinical (in-animal) data at a high profile US oncology meeting... If the first 8 months of clinical (in-man) data for AVA6000 were not looking promising! As bullish as ever on #AVCT 's pre CISION.

Avacta

@avacta

3 years

Avacta to present pre-clinical data on AVA6000 at the American Association for Cancer Research ( @AACR ) Annual Meeting. #AVCT

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Myles McNulty

@MylesMcNulty

3 years

@UKHSA @DHSCgovuk : British Co @avacta , owner of one of the world’s best SARS-CoV-2 LFTs, has been granted not only Pro-Use by the EU, but now Self-Use. The latter is INFINITELY more difficult to secure. Yet you still forbid #AVCT to sell in the UK even as just Pro-Use. Why?

Avacta

@avacta

3 years

AffiDX® SARS-CoV-2 Antigen Lateral Flow Test Receives CE Mark for Consumer Self-Testing. #AVCT

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Myles McNulty

@MylesMcNulty

2 years

...and a decent run up to the P1a readout (slow and steady, please!). Was very happy to add to our holdings this AM at sub 100p (only a few as absurdly overweight already). But I am more convinced than ever that #AVCT is a once-in-a-decade opp. Have a great weekend all! 21/21

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Myles McNulty

@MylesMcNulty

7 months

Glad to see a line drawn under this affair at #AVCT . At least management chose not to dilute even further, but rejected all subscriptions from non-holders (which I gather was a substantial sum) to buy in the REX offer at 50p. Approx. £42m cash in the bank now, which sees the

Avacta

@avacta

7 months

Result of REX Retail Offer. #AVCT

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