MyIas McNutIy

I am heartbroken. Our beautiful Achilles passed away in the early hours of Friday morning, aged nine and a half. His health had declined rapidly in recent months, and he had been struggling to keep food down for a few weeks. We’ve had a long family getaway to Italy booked for many months – we’re staying in the very south of the country for six weeks. So Achilles and I set off on a 3-day road trip starting at 4am on Tuesday morning from Bath, and our journey took us across England to the Channel Tunnel, and then through France, Switzerland and down the spine of Italy. We stopped many times, enjoyed the spectacular views and countryside together, and as ever I talked to him constantly. [The selfie of us below is from Wednesday night, at our second hotel (near San Marino).] However on Thursday, Achilles’ already fragile health deteriorated even further. We got to the villa, I unpacked the car and had some time to chill out with him in the garden, and then went to pick up my wife and kids from the airport, who’d flown out that afternoon to meet us. When we all got back to the villa, he was overjoyed to see them. But then within an hour, he began spiralling. We ensured our daughter said a big goodnight and goodbye to him. And it seemed to me that once Achilles knew that the family were reunited and the children both asleep, he could finally face the pain. It was then an agonizing few hours, before we were able to find a 24-hour vet about half an hour away, and we were able to get him in the car. An x-ray revealed his stomach was knotted and in a mess. They offered to perform surgery, but I told them to put him to sleep there and then. I was with him throughout until the very end, looking into his eyes, always talking to him. His actions on that final night summed up his noble character. He accompanied me on our mega road trip, he fought through the pain until the family were all reunited, and then only succumbed to it after the children had gone to bed. Achilles was born in April 2016, the very week I quit my job in the City and became a self-employed trader, working from home full time. I collected him 10 weeks later, and he’s been at my side ever since. He was with me as a single man in my late 20s – the two of us lived alone together for a long while. He witnessed me meet the gorgeous woman who would become my wife, and he was there to welcome our two children into the world with us. One of my great friends wrote to me over the weekend that Achilles was “a colossus, in every sense” – which I think was a beautiful description. He was a hothead in his youth, but mellowed with the passing years. Fiercely independent, but equally loyal to the family. A formidable guardian with his physical presence and immense strength, but a gentle giant who let children climb all over him. He became a legend on Wandsworth Common for five years, then Barnes Common for three, and finally in Bathwick Meadows, in his last 18 months (and of course, all the local pubs in those areas!). It would be unusual for us to go on a walk without anyone commenting on him or stopping us to ask questions about him – his size, beauty and gentle temperament. My mother wrote to me over the weekend, “I wonder how many thousands of photos were taken of Achilles by strangers from all over the world, throughout his life?” We have too many hilarious anecdotes of Achilles to count, but I have already started writing them all down the past three days, to share with our children one day. There’s a huge emptiness in our lives that I cannot imagine ever being filled. I’ve lost my best friend, and our children their older brother and protector. But through the grief, I feel such gratitude that I had the honor of raising and spending the most important decade of my life with such a magnificent soul. Thank you for everything, Achilles. You lit up the world and brought joy to all who had the pleasure of meeting you, even seeing you from afar. I count myself blessed to have had you as my companion for so long. Rest peacefully, my beautiful boy.

Here we go! #AVCT announces opening of Phase 1 trial for second pipeline asset, FAP-Exd (AVA6103) The first two centers to open for enrollment are the Virginia Cancer Specialists Research Institute in Fairfax, Virginia, and NEXT Oncology Specialists in Dallas, Texas. The first patient is anticipated to enroll in the study before the end of March. @coughlin582's words are important: "We expect AVA6103 to enable greater efficacy from the exatecan payload while limiting the severe toxicities that were observed in the initial development of this payload in the clinic." Firstly, the point that cannot be emphasized enough, with regards to pre|CISION's key strengths: The platform is so targeted that it simultaneously can massively boost efficacy AND massively reduce unwanted side effects. It's not a matter of, "Right, we can take this powerful warhead and modify it with pre|CISION, and will then have a drug that is just as efficacious as the original, but without most of those horrible side effects." Nor is it a case of, "We can take this powerful warhead and modify it with pre|CISION, and our new drug will have the same side effects as before but will be much more efficacious." pre|CISION drugs will boast significantly greater efficacy than the originals, and yield far fewer and less severe side effects than the originals. @avacta has recently informed the market that it has synthesized almost 500 pre|CISION molecules. In short, it can now modify practically any anti-cancer therapeutic on the market / in development, with its delivery platform. Coupled with the fact that the platform can be used to treat almost 9 out of 10 cancer cases worldwide (courtesy of using FAP as an extracellular biomarker), one should begin to understand why we Avacta bulls believe pre|CISION could be the delivery system of choice for global oncology, in the decades ahead. The second point to note from the CEO's statement today: exatecan as a standalone monotherapy has historically been used to treat near 1,000 patients in clinical trials (primarily by Daiichi). Avacta is hardly jumping into the unknown with AVA6103. Moreover, deep collaboration with Tempus AI will ensure that the most appropriate patients will be selected for P1a, which could result in a real surprise to the upside for that preliminary efficacy. First patient to be dosed in next two weeks. Interest in this trial from all quarters is going to be off the scale. Incredible work, Avacta, keep it up! 👏 And God bless those patients partaking in the trial. Prayers go with them.

Helium spot prices have DOUBLED in less than two weeks. And the newsfeed today hardly suggests Qatari LNG production (and thus helium co-production) is coming back online anytime soon. #HEX #PLSR #HE1 #QHE #MDH

A historic period for @avacta approaches. In the next 2 weeks or so, the first patients will be dosed in the Phase 1 trial for AVA6103 - 'the Beast', as it's referred to inside the halls of #AVCT. The company last month detailed how AVA6103 enjoys a number of key advantages over the world's best-selling antibody-drug conjugate, Enhertu. The pre-clinical models for 6103 in the public domain reveal a complete response rate of >90%. The Phase 1 trial is initially focusing on four indications: pancreatic, cervical, gastric and small cell lung cancer. If all is going well in the first few months, it would not surprise to see the trial expanded to include colorectal (given how impressive the pre-clinical results were in this indication), and possibly others. Analysts have Enhertu achieving peak sales of $10bn to $12bn in a few years' time. What has inexplicably not been covered by equity analysts yet is that 6103 could have a total addressable market of 5 times, possibly 10 times, that of Enhertu. And, due to its significantly superior targeting, it should simultaneously demonstrate significantly higher efficacy and reduced side effects, relative to Enhertu. In the meantime, Avacta's (current) lead asset, AVA6000, has continued to generate superb data in its Phase 1b trial, notably for salivary gland cancer - for which it is likely to at least double the historic benchmark PFS. SGC is a $250m per annum opportunity. A registrational Phase 2 trial for 6000 targeting this indication should kick off this summer (subject to funding). Management would never state this publicly, but I suspect they consider the probability of AVA6000 receiving marketing approval for SGC to be ~90% now. Does the company now joint venture it, so that a larger partner can help fund it through Phase 2 before sales can commence? Or license it out, for a free carry and then royalties (possibly with a small upfront cash sum)? Or could AVA6000 (for SGC only) just be sold in full, for a large cash sum? The last option would probably be the worst-value (for existing shareholders) in the long-term, as a result of missing out on a share of 5+ years of >$200m per annum, high-margin sales. On the other hand, it would minimize equity dilution for the foreseeable, and ensure that Avacta can keep 6103, 100%-owned through to at least the start of Phase 2. Moreover, one could argue that if 6103 performs in clinic as management thinks / hopes(!) it will, then it's highly likely that the company would be acquired before it can enjoy any royalties / profit share from 6000 SGC sales. In any event, I am certain that the company now has an array of attractive options before it, to fund operations and growth. To think that this year - in the next 6-9 months - we will know if pre|CISION is likely going to disrupt the global oncology market, and ultimately displace the budding ADC class (not to mention, the very large majority of conventional chemotherapy). This company could become a national treasure. All the information and data is in the open for everyone to peruse, and realize this. As I have highlighted previously, the international peer group for precision oncology has demonstrated that 100x returns from Avacta's current mkt cap of £300m are entirely possible, within a relatively short timeframe (2-3 years). I am looking forward to truly frenzied buying here in the not-too-distant.

Good to see Bloomberg essentially highlighting the trade thesis for long helium. @HelixExp #HEX has just commenced commercial production in the US. It is currently the only pure-play helium company listed on the LSE that is producing. Early days for the company and sales only now just commencing, but production and revenue could be scaled rapidly. Other options for exposure to helium (albeit, pre-production) on UK markets include #PLSR, #HE1, #QHE, #MDH. For me, Pulsar stands head and shoulders above the rest. I am long only Helix (for the time being), as I predict a scramble amongst retail for exposure to helium production of any kind in the coming days and weeks.

A rather fortunate turn of events (and impeccable timing!) for Helix Exploration #HEX, which has just achieved commercial production of helium in Montana, US, and has a tremendous near-term growth profile. Long position opened over the past three sessions. Had the company not required to carry out the small capital raise announced Monday, I think the share price would already be up in the high 30s. All-time high (close) is 30.5p. Blue skies above that to charge into.

Trump absolutely tearing into the UK right now in the White House, dropping truth bombs. The ridiculous thing is that so many in the UK suffer from such acute cases of Trump Derangement Syndrome, that millions would still say they'd prefer Starmer to remain as Primer Minister, over Trump (hypothetically being PM).

@MylesMcNulty @InvestmentGuru_ I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join. ✅ ➡️Copy search input Reply “TRADE” to WhatsApp: +12525079033 Latest plans for 2026 Here’s the link : wa.me/12525079033?te…

@MylesMcNulty @InvestmentGuru_ My strategy plan #AVCT ⬇️ Show more

6 Peptide Biotech Stocks to watch for future. $BCYC •Tumor-targeting bicyclic peptides •Oncology + peptide-drug conjugates •Could attract major pharma buyouts if trials succeed $ENTX •Oral peptide delivery—no injections needed •Osteoporosis & metabolic disease drugs •Potential to disrupt $100B injectable peptide market $LSTA •Peptides that help chemotherapy drugs penetrate tumors •Oncology-focused with Phase 2/3 catalysts $CUE •Peptide-MHC molecules activate immune cells •Precision immunotherapy for cancer & autoimmune diseases $VTGN •Neuropeptide nasal sprays •Rapid-acting treatments for social anxiety disorder •Huge potential psychiatric market if trials succeed $PEPG •Peptide-enhanced delivery of RNA therapies •Focus on rare genetic diseases, e.g., Duchenne muscular dystrophy •Solves one of biotech’s biggest challenges: getting therapies inside cells efficiently •Could become a major platform play if delivery technology proves successful The peptide revolution is already underway: •GLP-1 drugs proved the market is massive •AI-designed peptides accelerate drug discovery •Small-cap peptide biotech companies often become multi-bagger winners after clinical successes High risk, high reward — clinical-stage biotechs are volatile. But the next biotech cycle could be defined by peptides.

5-Minute Mint Lemonade! Squeeze 2 lemons → Add 2 tbsp honey → Pour cold water → Drop 3 mint leaves. Stir, sip u0026 refresh instantly!

Catch the [演出名称] live tonight—vibrant vocals, dynamic moves, pure energy! Grab last-minute tix at [购票链接] before they’re gone

Cozy home moment: Warm tea + potted herbs + sunlit window. Perfect way to unwind after a long day!

Another late night at the desk—laptop glowing, coffee steaming, deadlines breathing down my neck. But hey, tomorrow’s win starts with tonight’s grind #OvertimeVibes #WorkModeOn

Teamwork makes the dream work! Brainstorm → Assign → Execute → Celebrate—our crew turns ideas into impact. Who’s crushing their group goals this week

Traded 2hrs/night scrolling for 30min walks + 1hr reading. Now sleep better u0026 wake up excited. Small swaps = big shifts!

" Drama Club Alert! Open Auditions for 'The Little Prince' this Friday (6 PM, Room 305)! Whether you love acting, directing, or backstage magic—join us! Sign up via link in bio. Let’s bring the stars to life! #DramaClub #TheLittlePrinceAudition"

Tonight’s hidden gem: a soul-stirring jazz ensemble at Blue Note Beijing! Smooth sax, velvet vocals, u0026 a crowd that hums along—pure magic. Who’s joining next #LiveMusic #JazzVibes