Myles McNulty
@MylesMcNulty
·
2m
I think the worm has finally turned at #AVCT.
Bottom firmly in, shorts closing, LFT failure (at last!) completely priced in.
I’ve bought more for the first time in a long time.
No news in @avacta
's AVA6000 trial is very good news; although hoping for an update in the interims!
After an historic run in 2020, the biotech sector had a difficult year with slower activity in 2021. The pendulum, however, may be ready to swing back the other way.
https://www.rbccm.com/en/gib/biopharma/episode/biotech-outlook-2022
https://www.rbccm.com/en/gib/biopharma/episode/biotech-outlook-2022
: ERMA to support #MKA in securing financing for its separation plant in Poland. "ERMA is managed by EIT RawMaterials, a Knowledge and Innovation Community of the European Institute of Innovation and Technology, a body of European Union."
Monday's RNS, concerning the successful completion of hydrometallurgical testing, was evidently a key milestone to accelerate financing discussions. Whilst acknowledging I sound like a parrot(!): a secure supply of rare earth elements is absolutely vital for nations now,especially in light of Ukraine/Russia, and what could quickly lead to de-globalization. Not only are REEs key ingredients in electric vehicles, but also in wind turbines. The energy crisis jolted by the war will very likely accelerate the snowballing of these technologies.
And then there's the second vital aspect of REEs: the use of REE permanent magnets in numerous military applications. It is this aspect - REEs being a matter of National Security - that sets the group of metals apart from the other 'green metals'
#MKA is one of the cheapest pure-play REE companies on the public markets, on an absolute basis. On a relative basis, I'd argue it's by far the cheapest. It now has an EU body signed up to secure financing for its separation plant; and Malawi's government is broadcasting......the national significance of the Songwe Hill project. The combined NPV of the integrated mine and separation plant projects is - at current spots and by my estimates - over $1.5bn. #MKA's mkt cap: £53m. I'd also suggest it deserves a premium valuation rating over....pre-producers of other types of green metals. I believe War has caused #MKA's recent suppressed valuation (esp. with it being on Poland's doorstep). Counterargument: current geopolitics only increases the inherent value and importance of the planned separation plant.
https://twitter.com/MylesMcNulty/status/1502186478465597444
The current cohort is already above the eq. pre-clinical dose that gave an 18-fold higher API in tumour vs heart, with comparable background to a six-fold lower dose.
For mouse, 12mg/kg = ~30mg/m2 eq. of targeted AV6K with 5mg/m2 systemic eq. dose (dox)). Current dose is ~4x above that. In human (assuming 100% clinical trial x-over), the real inflection point will be in the biopsy and distribution data from the clinical trial.
Anything from here on forward is a bonus. The cohorts can be staggered based on primary and secondary endpoints and data collection points. Assuming that #AVCT stagger the DE and max # cycles is utilised with some staggering then Jul/Aug ’22 for great results makes
for a very interesting Q3 along with news flow potentially through Q2. In terms of context for cycles, assume max cycles, then effective ~ cumul. dose in mg (1:325, 2:490 @ 1.5x, 3:650 @ 1.33x?, 4:810 @ 1.25x (or 700?)).
The 6 cycles is the *max*, i.e. 18 wks + review per cohort. (if max. then 3 cohorts from Feb 22 (@ 6 cyc.) = ~54 weeks). As staggering of trials is possible, this could halve the expected time to ~27 weeks.
Data for DE p1a for 1ry and 2ndry outcomes is collected in cyc 1 & 2 per DE i.e. Cmax, AUC, t1/2 and CLr. As per other DE onc. trials, the max # cycles does not have to hit 6 for DE. I’m expecting fewer # cyc. and/or staggered approach.
The first cohort should be more than enough to replicate the pre-clinical data if we assume 100% x-over. eq. - #AVCT should be well placed for some interesting results in Q3.
https://twitter.com/marik_investor/status/1501932852136402955
RBC raises Hunting to 'outperform' (sector perform) - price target 455 (265) pence
re...EUA are caught up in the perfect storm...
sadly,correct.....looks like its game over from here....gla.
.
#KIST this note with 654p Target Price (updated post the new deal) was on 31st Jan...BEFORE recent massive surge in O&P prices...In 2022 I expect the co to generate revs higher than it's current mkt cap...! Recent interview with AA & Malcy nails the key points. BUY imo...
https://twitter.com/bobbyoflondon/status/1500771779312300038
Putin Signs Countermeasure Decree Limiting Russian Exports After Biden's Russian Oil Import Ban
Tyler Durden's Photo
by Tyler Durden
Tuesday, Mar 08, 2022 - 08:25 PM
Within hours of Joe Biden announcing a far-reaching ban on all US imports of Russian oil - while warning Americans that gas prices are about to "go up further" - Vladimir Putin is reported to have signed his own counter-measure decree.
Russia's RIA news agency is reporting that the new decree blocks all exports and raw materials from Russia "of certain materials" - with state media reports noting the specific list will be made public in two days.
Details remain vague and murky, with the below rush machine translation of the RIA story reading as follows...
"President Vladimir Putin signed a decree on the application of special economic measures in the field of foreign economic activity to ensure the security of the Russian Federation."
"The head of state instructed to determine in two days the lists of states where the import of certain products and raw materials will be prohibited," the report continues.
"He also instructed to ensure a ban on the export of products and raw materials from Russia until December 31, the list of which will be determined by the government."
Bloomberg cited Putin as saying the "move is part of special economic measures in response to sanctions by US and other countries." The restrictions might reportedly exempt materials deemed for personal use.
Meanwhile the speculation begins over just what the ban will encompass...
“We know the microbiome – the collection of fungi, bacteria and viruses that live inside our bodies or on our skin – and its interaction with our immune system is integral to our health.
“But we’re only now scratching the surface in understanding how this symbiotic relationship works in both health and disease, which is why innovative early-stage research like this is so important.
“There’s tremendous potential in this area and, as our knowledge of the microbiome grows, we would want to see further research explore whether a new microbiome biomarker can detect pancreatic cancer in people with vague symptoms, not just in patients with known disease.
“Back pain, indigestion, weight loss, changes to poo are all common symptoms in pancreatic cancer and of much less serious health conditions, and this is a key factor in why 80% of people with pancreatic cancer are currently diagnosed at an advanced stage.
“We desperately need an early detection tool capable of helping GPs diagnose thousands more people at early symptomatic stage in time for lifesaving treatment.”
The study was accurate at detecting the most common form of pancreatic cancer – pancreatic ductal adenocarcinoma. Fewer than one in 20 people with this type survive five or more years.
It also found that some microorganisms were abundant in the stool samples of the cancer patients, while others were depleted.
This “microbial profile” consistently identified patients with the disease, irrespective of how far it had progressed.
This finding was replicated in a separate group of 76 German people, 44 of whom had pancreatic ductal cancer and 32 of whom did not, and using other data.
Scientists may be able to detect pancreatic cancer by looking at microorganisms in stool samples, according to new research.
The study, part-funded by Worldwide Cancer Research, has raised hopes of the first screening test for pancreatic cancer.
Researchers found that 27 microbial species in stool samples could pinpoint people at high risk of the most common form of pancreatic cancer.
The 27 microbes, which were mostly bacteria, could distinguish well between people without cancer and those with the disease, both in advanced and early stages.
Denbighshire Free Press: Generic photo of a researcher. Photo via Canva/Pixabay.Generic photo of a researcher. Photo via Canva/Pixabay.
Microbiome - the collection of fungi, bacteria and viruses that live inside our bodies - is known to interact with the immune system.
Pancreatic cancer is deadly and can be very difficult to treat, with only around one in four people surviving one year or more after diagnosis.
Pancreatic cancer is the fifth most prevalent cancer in the UK, one doctor said, with about 10,000 new cases recorded every year.
The study, published in the journal Gut, involved 136 people, including 57 with pancreatic cancer (25 early stage and 32 advanced), 50 without cancer acting as controls, and 29 patients with chronic pancreatitis, where the pancreas has become permanently damaged by inflammation.
Rapid pancreatis cancer test kits
Experts from the Spanish National Cancer Research Centre (CNIO) and the European Molecular Biology Laboratory (EMBL) concluded it is “feasible” for a screening programme to be developed using stool samples that may help pick up pancreatic cancer.
A patent has been applied for development of a pancreatic cancer diagnostic kit that detects the microorganisms in stool samples in a rapid way.
Dr Helen Rippon, chief executive of Worldwide Cancer Research, said: “This new breakthrough builds on the growing evidence that the microbiome – the collection of microorganisms that live side by side with the cells inside our body – is linked to the development of cancer.
“What’s amazing about this discovery is that the microbiome of stool samples from patients could be used to help diagnose pancreatic cancer early.
“Early detection and diagnosis are just as important an approach to starting new cancer cures as developing treatments.
“This research provides hope that an effective, non-invasive way to diagnose pancreatic cancer early is on the horizon.”
Read more like this:
Would you know signs of pancreatic cancer? Doctor on deadly disease
Fitness fanatic’s shock diagnosis of pancreatic cancer
Dr Chris MacDonald, head of research at Pancreatic Cancer UK, said: “New, more accurate biomarkers for the detection of pancreatic cancer are urgently needed and it’s vital that we leave no stone unturned.
“We know the microbiome – the collection of fungi, bacteria and viruses that live inside our bodies or on our skin – and its intera
mowzerrocks...
......Just me thinking out loud .......really?
....re..."Well - I am not trying to imply there must be hope because of my questions..........ETC ETC ETC ETC ETC....and if there was data that suggestion activation was unlikely then ethics would most certainly come into play…. But at one point I don’t know".
What EXACTLY is your point??....+ what is the question ??
...especially the management’s failure in his view to do anything to support the SP in particular and private investors in general since the DE RNS…..
...like what for instance?...chances are given the general tenor of the 'debate' on here and other places.....it would have been interpreted as unnecessesary and setting an unwanted precedent of needlessly handholding the fainthearted....who more than likely should'nt be here anyway.
What is it that folks need to know?.
https://www.youtube.com/watch?v=z3q6g0Mldh8
4D Pharma finds success for its Parkinson’s treatment
3 Mar 2022
https://www.spglobal.com/commodity-insights/en/market-insights/latest-news/agriculture/030122-malaysian-palm-oil-orders-surge-as-buyers-cover-for-shortfall-in-ukraine-sunflower-oil
Spot month palm oil futures above MR 8,000/mt for first time
Buyers stuck between stalled Ukraine cargoes, high palm oil prices
Market adjusting to new dynamics: analysts
Anxious Indian buyers, with no clarity on sunflower oil shipments out of Ukraine, are turning to crude palm oil from Malaysia to fulfill demand ahead of month-long Ramadan which starts in early April, industry sources told S&P Global Platts
"Panic at destinations specially at India about the supply chain is resulting in buyers looking to cover oil from every source and the asked price," Vivek Pathak, managing director of India-based trading house Athena Tradewinds, which deals predominantly in sunflower oil said in a Feb. 28 note.
Last month, 500,000 mt of sunflower oil was expected to leave Ukraine and the March line up so far is also around 450,000 mt, of which India buys roughly 250,000 mt each month, Pathak said.
Buyers are currently not placing new orders for Ukrainian sunflower oil as they have not been able to track their shipments since Russia invaded Ukraine on Feb. 24, sources said.
Ukraine accounts for 46% of the world's sunflower oil exports and the ongoing war represents a significant disruption to the global edible oils trade flows as the market was looking for an increase in sunflower oil exports from Ukraine to partially relieve the current tight supply in global edible oil markets, CGS-CIMB Research
3 March 2022
MTI Wireless Edge Ltd
("MTI" or the "Group")
Trial order from TIER 1 supplier for 5G antenna innovation
MTI Wireless Edge Ltd (AIM: MWE), the technology group focused on comprehensive communication and radio frequency solutions across multiple sectors, is pleased to announce that its Antenna division has received a trial order, from a TIER 1 OEM vendor, for its new automatic beam steering ("ABS") antenna solution as part of the Company's 5G solution.
The global wireless backhaul market is dominated by seven key OEM vendors. Some of the seven are considered Tier-1 and some are Tier-2, all of them supply radio equipment to the main cellular network operators to support the roll-out of 5G infrastructure. With this order, MTI now works with five out of the seven leading OEM vendors and this is the first order from a TIER 1 OEM vendor for the ABS antenna solution.
MTI's main product for the 5G market is a 80 GHz ABS antenna solution allowing the cellular operator to increase backhaul capacity and link distance to enable the delivery of the faster, higher bandwidth, services. However, antenna beams in higher frequencies, such as E Band, are narrower and are very sensitive to mast or antenna movements. In response, MTI has developed the ABS antenna solution, which ensures the antenna automatically adapts to any small movements or vibrations caused by different climate conditions, including wind or temperature, and maintains a stable signal even during difficult conditions.
The order from the TIER 1 OEM vendor is a trial order to enable it to carry out its own tests on the ABS antenna solution which currently works in MTI's test range. If successful, this will be an important technical development, potentially moving MTI's total 5G solution up the value chain.
MTI's CEO, Moni Borovitz, commented: "While it is early days for the ABS antenna solution, it is an exciting development which has the potential to materially expand our 5G offering. The fact we have already attracted the interest of a new TIER 1 customer, shows in my view, the potential importance of the product."
For further information please contact:
MTI Wireless Edge Ltd
Moni Borovitz, CEO
re...Maybe our Russian Tr1 holder is doing a runner....
who might that be? tx
https://twitter.com/MkangoResources/status/1498611654782816260?cxt=HHwWiMC4uYXXkcwpAAAA
A bright vision for the recycling of #RareEarth magnets - excellent @InnoNewsNetwork
article on #HyProMag set to become UK’s first recycled magnet producer - Mkango very pleased to be supporting its growth and early mover advantage via our 42% strategic interest #MKA #RareEarths
Innovation News Network
@InnoNewsNetwork
· 1 Mar
Professor Allan Walton, a Founding Director of HyProMag details their pioneering short loop magnet recycling HPMS technology and how the recycling of rare earth magnets can be unlocked.
#rareearth #crm #rareearthmagnets #circulareconomy
https://www.dailymail.co.uk/health/article-10564263/Key-stopping-Alzheimers-lie-GUT-NOT-brain-experts-say.html
https://www.4dpharmaplc.com/en/newsroom/events
Russian Foreign Minister Sergei Lavrov said on Wednesday that if a third World War were to take place, it would involve nuclear weapons and be destructive, the RIA news agency reported.....
https://english.alarabiya.net/News/world/2022/03/02/Russia-s-Lavrov-says-a-third-World-War-would-be-nuclear-and-destructive-Report
Really?