cab971

Investor in stocks for 25 years.Focus on under-followed/overlooked micro/small caps set up for outsized returns.Tweets one point of view; not investment advice.

[cab971 @cab_971]

$IMMP / $IMM.AU Petra Capital reit Buy and ups tgt to A$1.30 (= $9/share for $IMMP). Says stage is set for explosive 2023. New Fidelity Int’l 13G yest shows added in Q4, raising ownership to 7.74%.

[cab971 @cab_971]

$IMMP ADRs at wide 12% discount to $IMM.AU, which closed up 3.3% & above 50dma yest in Australia. $IMM.AU at .315 & AUD$ level at .6694 equals $2.11/sh for ADRs. Bell Potter in Top Pick report sees “multi-billion $ sales pot’l for uniquely acting efti”. https://t.co/Wcn7m6JEml

[cab971 @cab_971]

$IMM.AU Named Top ’23 Pick at 2 Australian firms. Chart of AUD$ that has weighed on $IMMP ADRs most of ’22 has been more constructive of late. $IMM.AU close yest at .33/sh with AUD$ at .6866 equals ~$2.27/sh for $IMMP. https://t.co/AX7xX44GZx

[Immutep @Immutep]

@Immutep is pleased to be selected as a 'top pick' by WILSONS' analyst Melissa Benson and Bell Potter Securities' analyst Tara Speranza in their respective 2023 outlook notes.
#LAG3 #biotech #healthcare #equityresearch #ASX $IMM $IMMP

[Immutep @Immutep]

@Immutep We are pleased to share compelling data from TACTI-002 Phase II trial in 1st line #NSCLC at #SITC2022. A special thanks to Dr. Iams @VUMChealth for his oral presentation of our late-breaking abstract (#1470). Join our webcast today to learn more: https://t.co/GrGMZbATFg

[James Flinn @FlinnJP]

$IMMP $IMM.AU

[cab971 @cab_971]

$IMMP Strong +8.5% move in $IMM.AU on >7MM sh to close at A$0.32 (15% above 50dma) on heels of late-breaking abstract oral presentation at #SITC2022. Equals $2.02/sh for $IMMP. Aussie $ weakness cont to impact ADRs.

[Immutep @Immutep]

@Immutep's Late-Breaking Abstract has been accepted for an Oral Presentation at #SITC22 next week to report new clinical data for efti in combination with pembrolizumab in 1st line NSCLC from TACTI-002/KEYNOTE-798 Ph II trial.

#LAG3 $IMM $IMMP

ASX: https://t.co/9x6o3JIVv3

[cab971 @cab_971]

$BU.TO Good to see KPMG on board as auditor to replace PWC. Burcon owns ~32% of Merit JV which includes $BG as ~29% partner. JV did >$6MM in sales in 1st yr & on track for solid yoy growth. Catalysts ahead: sunflower JV, new CEO, new collabs & higher $BG R&D plant protein spend.

[Burcon NutraScience Corporation @Burcon]

“We are very pleased to have KPMG agree to come on board with us for the coming year..."

Press release: Burcon Announces Annual General Meeting Date

https://t.co/pJsCX1eBDw

[cab971 @cab_971]

$IMMP On heels of Fast Track news, good to see 3 abstracts at #SITC2022 incl initial data from triple combo trial that may capitalize on efti’s synergy w both chemo & IO (Keytruda) plus a Late Breaking Abstract (more details on Nov 2 as per press release) https://t.co/3x03t9iK8O

[cab971 @cab_971]

$IMMP Regeneron, Immutep Talk LAG-3 as ESMO Highlights New I-O Approaches. $IMM.AU unique MOA via #LAG3: “We activate APCs…which are involved in generating more CD8 & CD4 T cells and more NK cells…” so “potentially more targets for anti-PD-1 to work on.”
https://t.co/P52DTs3hHv

[cab971 @cab_971]

$IMMP More on unique attributes of $IMM.AU lead clinical candidate, efti, to activate adaptive/innate system from conf. Covered broad #LAG3 pipeline & strong clinical results from efti+Keytruda vs $MRK Keytruda mono in NSCLC & HNSCC across all PD-L1 levels https://t.co/7j88Hm46Gw

[Immutep @Immutep]

Mark Voigt, CEO of @Immutep presented at the Ladenburg Thalmann Healthcare Conference 2022 last week, covering the clinical development strategy for #efti.
A replay is available here: https://t.co/Xn5igWjgrl
#immunotherapy #LAG3 $IMM $IMMP

[cab971 @cab_971]

$IMMP Jefferies ups tgt to A$1 for $IMM.AU. Equals $6.83 for $IMMP w recent pullback in AUD$. Shares closed higher in Australia after making new 12-month low on decent volume.

[cab971 @cab_971]

$BRCN $BU.TO 1) Expect sales ramp at Merit next Q. 2) Cons #’s now inline w reality. 3) Both easy to manufacture Peazazz C + methylcellulose replacement attracting industry attn. Catalysts ahead: sunflower JV, new CEO, new collaborations & increased $BG R&D spend on plant protein

[cab971 @cab_971]

$BRCN $BU.TO Good news via non-dilutive $10 million credit line from largest shareholder Firewood (wholly-owned by Director Alan Chan). Catalysts ahead incl (1) new CEO, (2) new #plantbased protein partnerships that are “progressing well”, and (3) addt’l strategic collaborations

[cab971 @cab_971]

$BRCN $BU.TO Key takeaway from $BG Q1 call: Mgmt detailed “robust pipeline of oppty’s today in range of $2BB of projects”; when asked how much was alternative proteins, CFO answered $500MM-$1BB. Reaffirms ++ outlook for plant-protein & $BRCN, Bunge’s JV partner in @MeritProteins.

[cab971 @cab_971]

$BRCN $BU.TO 10/ Another good article on Burcon/Merit’s approach to replace #methylcellulose, in particular noting “pretty remarkable gelation” with proteins that go thru their proprietary membrane filtration process. “We knew we had something special…” https://t.co/SndzdFc6SC

[cab971 @cab_971]

@jud_guy re: EP comment on significant pot’l of #pulsedfieldablation and $STXS RMN tech, here you go…

[Peter Weiss @Peteweissmd]

@cab_971 @ICLHamlynRobots @Stereotaxis @medical_galaxy @uazmedphx Consider the short duration of energy delivery with PFA and the consistent contact native to RMN vs. when a manual catheter might bounce off the surface (stiff catheter/moving heart). Then add potential for automation= huge potential @Stereotaxis @uazmedphx

[cab971 @cab_971]

@RNA_Biotech Throw in compelling preclinical data on pancreatic cancer using MDNA109, the $MDNA IL-2 Superkine platform that forms basis for MDNA11 & more reason for optimism it can reshape TME from immunosuppressive to treat immunologically cold tumors, ie, pancreatic https://t.co/MKoB2HihLN

[cab971 @cab_971]

@zoo_f2 @Immutep Australian listing has its perks. As of now better bankers & analysts vs US. Led successful financing w blue chip investors like Fidelity Int’l. Last two $IMMP raises without warrants too…very important as warrant-related financings crush micro/small cap Biotechs all too often.

[cab971 @cab_971]

$IMMP Poster has 2 key datapoints not in @Immutep PR namely 1) 8.7-9.6 median OS in patients w nil to low PD-1 expression, 2) median OS not yet reached in patients w >50% PD-1 expression. Both better vs chemo. Wilson’s also does good job summarizing data buried in PR’s footnotes.

[cab971 @cab_971]

$IMMP 2/ Key takeaways from update: 1) INSIGHT ~60% enrolled; 2) TACTI003 ~25% enrolled; 3) $IMMP “approached for pot’l new investigator-initiated trials as well as other pot’l collaborations for efti in various indications & combos” & “currently assessing these opportunities”.

[cab971 @cab_971]

$IMMP - $MRK down ~$3 = ~$7BB mkt cap hit on Keytruda+chemoradiation combo trial fail in HNSCC. $MRK “committed” to investigating earlier stages. Efti+Keytruda combo data in 2L HNSCC compelling & helped TACTI-003 get Fast Track in 1L HNSCC. $IMMP ~$186MM mkt cap w ~$60MM cash.

[cab971 @cab_971]

@Cerberus_Invest @webcav1 @SteveWagsInvest Agree on $STXS. New catheter a game changer that will boost revs & profits meaningfully in years ahead. New guidewires, addt’l catheters & mobile robot also significant drivers. The pot’l of its RMN tech in #pulsedfieldablation under appreciated & can be major catalyst ahead:

[Peter Weiss @Peteweissmd]

@cab_971 @ICLHamlynRobots @Stereotaxis @medical_galaxy @uazmedphx Consider the short duration of energy delivery with PFA and the consistent contact native to RMN vs. when a manual catheter might bounce off the surface (stiff catheter/moving heart). Then add potential for automation= huge potential @Stereotaxis @uazmedphx