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SCLP Scancell Holdings Plc

11.00
0.00 (0.00%)
20 Dec 2024 - Closed
Delayed by 15 minutes
Scancell Investors - SCLP

Scancell Investors - SCLP

Share Name Share Symbol Market Stock Type
Scancell Holdings Plc SCLP London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 11.00 08:00:12
Open Price Low Price High Price Close Price Previous Close
11.00 11.00 11.125 11.00 11.00
more quote information »
Industry Sector
PHARMACEUTICALS & BIOTECHNOLOGY

Top Investor Posts

Top Posts
Posted at 25/11/2024 04:17 by gazza
Inan"so now your a trader. Gazza"I'm afraid in your simplistic head there are two distinct groups - investors and traders. This misbelief belies your naivety. Successful investors will from time to trade. The main reasons for this are:1. Portfolio Rebalancing: Investors might trade to maintain their desired asset allocation. For example, if stocks have performed well and now make up a larger portion of the portfolio than intended, an investor might sell some stocks and buy bonds to rebalance.2. Taking Advantage of Market Opportunities: Sometimes, investors might spot short-term opportunities that align with their long-term goals. For instance, they might buy a stock that has temporarily dropped in price but has strong fundamentals.3. Tax-Loss Harvesting: Investors might sell losing investments to offset gains in other areas, reducing their overall tax liability.4. Dividend Capture: Some investors trade to capture dividends by buying a stock just before the ex-dividend date and selling it shortly after.For example, the sale of shares by a larger holder sent the shares down to 3.5p. This was a buying opportunity. Positive news generally results in a short term spike - a selling opportunity. The original Moditope news resulted in a massive spike driven by a feeding frenzy - another selling opportunity. Those who take advantage of such opportunities are not traders necessarily just smart investors.
Posted at 22/11/2024 08:24 by 2tyke
Sci102,
There is nothing wrong with the news flow from the company whatsoever....or a he communication. The progress looks excellent on all fronts.
I think you need to stop thinking that would be investors are all mad keen scientific types that analyse every detail for exact clinical efficacy..they aren't.
Neither do big investors make any difference to a stock price if they want to get involved. They either negotiate a tranche direct from the company if they are an institution....or they mop up sellers and weak holders if not.
What your missing is that the share price moves simply just don't depend on outside events. That really should be obvious by now if you claim to follow markets. Stop trying to put your hindsight biased interpretations on the price movements.
Investors simply try to make a profit or mitigate a loss. They do similar things at similar points in time and tend to follow the lead of others by herding.
Sentiment cycles from bullish to bearish. The price dropped on the recent RNS simply because the recent bounce higher was complete at 18p. Nothing more sinister than that.
The market is a place of irony...and contradiction.
Posted at 22/11/2024 07:53 by sci102
It isn't that the markets don't understand SC. It's that SC doesn't understand the markets. As I said before, LD treated investors as if they were charity supporters from the general public. Except the fools in these forums, investors are not the general public.

"Sci102 - 19 Jun 2024 - 11:46:00 - 424 of 553
The share price did not react further and instead fell back to the pre RNS levels because the CEO f-ed up the interview by assuming that investors are the same as the general public that visits her academic lab to hear from the scientists how expensive is what they are doing and how they could use more support/donations.

High profile investors that could have made a difference are not the general public ffs, when you tell them that scib1 recruitment was slow because people were waiting for iscib1+, they are neither impressed nor amused. They take it as a straight lie, because it is. And that is on top of all the other lies she said before.

Sadly after 20 years, she still does not understand how to run a public company and she should either quit the CEO position or at least get some training."
Posted at 22/11/2024 05:01 by sci102
Just a couple of reminders

"Sci102 - 12 Jan 2024 - 16:30:06 - 12 of 450 Scancell investors thread (litter free) - SCLP
My issue isn't w avidimab, it's that we shouldn't put too much weight on iSCBI1+ in the short term. This is because we don't know how the new epitopes are going to work exactly and if further changes will be necessary. This is both from the point of view of safety (that's why the regulator asked for more data) and efficacy in the expanded population. If all goes smoothly, grest. But if it needs more work, that's not a disaster either. SCIB1 already has great value potential for this company and investors. It is more important to secure a partnership and it can happen with or without the current version of iSCIB1+ performing as expected.

Now we risk finding ourselves in a position where SCIB1 works great, but iSCIB1+ disappoints to some extend, which means if we need to raise cash to move forward this will be done at much lower pps than it would be the case with SCIB1 data alone. While they could only report on SCIB1 in the next period, investors already expect iSCIB1+ data, so the same applies. In other words, they now need both of them to be great in order to raise cash at a greatly higher pps, while with a proper communication strategy since Nov 2023, they would only need 1 that already had supportive data anyway."

"Sci102 25 Sep '24 - 07:03 - 511 of 550  Edit

PS they now want to change the narrative from 85% to >70%. They should have done that months ago, keeping (future) investors and analysts engaged while setting up the narrative to maximise the benefit of the (hopefully) good final(ish) results.

Now they are risking a lukewarm response to objectively good results.

Amateurs"

PS I think the BoD asked LD to clean up her mess before the new CEO, CMO etc start to front the communication. Starting to report closer to the protocol was a step forward in that direction. Not there yet though, as the new CEO would have addressed investors via an interview already. In fact neither the CEO nor the CMO (the head of clinical development) provided a comment in the latest RNS. You can't bang a drum that is out of tune...
Posted at 12/11/2024 12:40 by chilltime
Bermuda

At times it's to encourage people to look for themselves and they might spot things some of don't or have search options not known to others EG the patent journal you mentioned a while back, I didn't know that existed.

Richard Sneller is one and has been mentioned on here before. He does at times invest big in small caps. I've mentioned him twice before on here 18th Oct and 8th Nov.

As for the US it's just an X follower clearly an investor Trader$lave with 3,500 followers many of which also appear to be traders/investors. He follows some bios

Wayne (US) 1750 followers investor/trader, followed by biotech2k an investor with 24k followers.

The Phil well-wishers were put in a link, some are fund managers types or investors

It's up to people to read the links or twiddle thumbs.


So you can probably appreciate if Scancell starts putting out stellar news and it hits the media, those following could buy (if not already) and start pumping it to essentially 10's of 1000's of others, such is the nature of social media.

A click of a few buttons by those and 100's of 1000's become aware of Scancell.

Why are they following, how did they spot Scancell in the first place?

So past performance, penny up penny down trickle up and down is no indictator for the when the crazy crew start. Scancell is quiet share, low volume.

I've seen shares go Multi billion way over their near term potential and back, that's what nuts does.

Is Scancell to be nutty share price move share, I have no idea, but it certainly has the potential, with the ingredients to back it up and a small cap market hungry for a good mover.



So I took all the above into account when saying 45p,a mix of those things, but if the nuts crew get busy Moljen is the winner.
Posted at 12/11/2024 11:04 by chilltime
Alpha

My 45p is a fun quote, 30’s was crowded. No one 45-50, until Dom spotted it, Moljen 50p plus.

It looks daft but it’s based on the madness of the market but taking into account the past and present along with Fomo potential.

August time

A lot of buying, some new investors with 1m or more, but the climb stifled by Calculus and an estate or two selling.

Without that selling it would have accelerated into the 20’s swiftly and attracted the retail mob (spike chasers)
sending it higher.

Known (known by those that concentrate on the detail) potential events on the horizon pre xmas.

1. A Glymab deal the unknown partner. Scancell have said they expect Dec re a Yes/no decision.
Some may not know the details of the deal are already complete, Yes to the deal triggers it, up front, milestones, royalties etc RNS.
It was said in a presentation (for those not knowing), links have previously been posted.

2. Genmab update in Dec (stated at the AGM), and we know it’s going into phase 1 which triggers a single digit millions milestone payment (Presentation by the CFO)

3. Scib data due Q4 which should be very positive.

Sc134 interest and timelines unknown.



Other reasons.

There have been new investors over the last year or so including up to holdings of about 10m including some interesting funds.
Individual investors 1m plus.

Comments prior (Lindy) of a number of investors/funds looking to invest big further down the line.

Keeping an eye on wider related share price impacts.

Phil L’hullier arrives next Monday, a few investors and some linked to funds wished him well when he left Catylm, he will no doubt draw attention to Scancell and attract investors.

Followers of Scancell recently has included a name that invests big, along with some US based investors who for whatever reason are following Scancell.

Scancell themselves said they are going to shout loudly post data release. The levels of efficacy are media newsworthy.

Last up come UK retail nutters, who won’t have the slightest clue about any of the above, but if the above happens then spikes come, fomo kicks in, and a relatively quiet share gets flooded with multiples of the current investor base.


So it could easily go nuts, with Moljen collecting the pack of mince pies prize.
Posted at 01/11/2024 11:38 by inanaco
its the markets that will bring down this Gov ..... and i suspect very quickly


Investors are increasing bets that pound will plunge, says Barclays
Traders are building up short positions against the pound following the Budget, according to Barclays.

Hedge funds and assets managers are increasing their bets that the value of the pound will decline in reaction to the Chancellor’s tax raising plans.

Barclays said that investors are now holding more short bets than long positions against the currency, where traders buy sterling in anticipation of its value rising.

Investors now hold more short bets against the pound that long bets following the Budget, according to Barclays.

Mimi Rushton, global head of currency distribution at Barclays, told Bloomberg: “At the margin, we’ve seen people selling pounds.”

The pound has traded flat against the dollar since markets opened today, hovering around its lowest level since August.
Posted at 01/11/2024 08:27 by inanaco
Business property relief on Aim shares will be limited to 50 per cent of the normal inheritance tax rate, chancellor Rachel Reeves has announced in today's Budget.

At present, 100 per cent of the value of an Aim portfolio is exempt from inheritance tax under BPR rules. Under the new rules, the portfolio is liable for tax, but at 20 per cent rather than 40 per cent..

Despite this, this afternoon the FTSE Aim All-Share index is up nearly 4 per cent while the FTSE is marginally down by 0.22 per cent.

But Abby Glennie, manager of the Abrdn UK Smaller Companies fund which has exposure to Aim stocks, said this optimism may be misplaced.

She said: “With tax benefits halved, investors will need to be more positive on return prospects to allocate cash to Aim and this could swing allocations towards other areas.

"UK smaller companies have been battered by a decade of difficulties – from the collapse of their natural investor base (UK pension funds) to increasing regulation – so now is the time to be looking at how we can support them, not pull the rug out from under them. Aim aligns with the rhetoric on investing in growth and innovation, and the tax cuts on inheritance tax here go against supporting external capital investment in this area."

Previously the returns from investing in an Aim stock could be modest as ownership saved 40 per cent in IHT. But with a tax liability now in place, the investment may have to perform better than some other asset classes to be attractive, according to Glennie.

Rachel Winter, a partner at Killick and Co, said: “Aim shares have suffered from a perfect storm in recent years. Brexit has damaged confidence in British companies, and higher interest rates have made investors more risk adverse and less willing to hold shares in smaller companies.

"The Aim index lost half its value between late 2021 and late 2023. There were some tentative signs of a recovery in 2024, but the index had been heading downhill again since Labour’s victory in the election due to fears that business relief would be removed. The index has rallied today on the news that Aim shares will attract an inheritance rate of 20 per cent rather than the usual 40 per cent."

HM Treasury, in its official statement, said the changes will impact around 0.3 per cent of all estates in the UK.

Ken Wotton, managing director, public equity at Gresham House said: "While we are disappointed with the reduction in business property relief, we view this as a buying opportunity, and our team will continue to seek high-quality, cash-generative businesses that are trading at attractive valuations. The long-term outlook for UK equities, particularly small caps, remains strong. M&A and private equity continue to accelerate, and in our view an eventual UK re-rating remains firmly on the horizon - we believe investors will look back at today as a good moment to invest.”

hxxps://www.ftadviser.com/investments/2024/10/30/budget-2024-business-property-relief-halved-on-aim-shares/#:~:text=At%20present%2C%20100%20per%20cent,rather%20than%2040%20per%20cent..
Posted at 14/9/2024 06:34 by sci102
To the wanna be biotech experts (accountants and others), this how serious analysts (and investors) weigh management guidance and why "patience" means nothing if not accompanied by robust projections

'Some investors are not very patient'
One of my distinct memories of the early pandemic was sitting in Moderna CEO Stéphane Bancel’s office in Cambridge, MA, as he told me about the future.

It was March 2020, just as the pandemic was becoming the pandemic, and the Frenchman turned on the charm. Despite not having dosed a first human, Bancel voiced such confidence in its Covid-19 vaccine that he was already entertaining questions on pricing, ramping up manufacturing, and even how success would change the still-young company.
"We are moving biology to a digital world, where we can work out of a sequence, and we don't invent a molecule," Bancel told me then.

Moderna has always been polarizing, ambitious and full of big claims. In 2018, it conducted what was then the industry’s largest-ever biotech IPO before a single drug had started late-stage studies.

During the pandemic, that boldness helped beat drugmakers far larger and more experienced. But that same confidence is now at risk of contributing to the company’s downturn, as a management team that’s become known for those huge promises is now learning what happens when it doesn’t meet them.

On Thursday in New York, I watched as Bancel kicked off a news-packed R&D day, speaking to roughly 75 investors, analysts and members of the press. He pitched a once-foreign message of financial discipline underneath crystal chandeliers and a sky-painted ceiling on the top floor of the St. Regis.
So far, the market hasn’t liked what it’s heard. Moderna’s stock ended the day down 12%, flirting with the lowest levels it has been since 2020. Shares were down a further 3% by midday Friday. Its stock has fallen over 80% from 2021 highs, with Moderna’s market value going from $180 billion to about $26 billion.

That’s despite giving investors what they’ve long asked for: cuts to R&D expenses by about 20% over the next few years. But Moderna also delayed one of its key financial targets, now saying that it won’t break even until 2028, two years later than its prior guidance.

It’s not Moderna’s first guidance misstep. Last month, the biotech lowered its 2024 revenue guidance from $4 billion, to $3 billion to $3.5 billion. On Thursday, the company said it now expects $2.5 billion to $3.5 billion for 2025 revenues, an underwhelming range given it previously framed 2025 as a return-to-growth year.

In the words of Leerink Partners analyst Mani Foroohar, Bancel and his leadership team have “proven serially unable to project the performance of their business.” He holds an underperform rating on the stock.

In a sitdown interview Wednesday, I asked Bancel about these forecasting challenges with investors.
“We’re trying to tell them the best judgment we have at the time, with the data we have,” Bancel said, noting that no company has successfully managed the transition out of the pandemic (Pfizer and BioNTech being the other obvious cases). “We are trying to now be more conservative in our numbers.”

It’s true that the Covid market has been nearly impossible to forecast. But that doesn’t excuse the underwhelming start for Moderna’s RSV vaccine. Bancel acknowledged they were “a bit naïve” in their planning and forecasting on RSV for this coming season, particularly in winning competitive contracts with retailers and pharmacies.

The biotech says it plans to launch 10 products over the next four years. At the heart of its R&D day, financial headaches aside, Bancel made a compelling case that that platform is performing. He shared data that the company’s clinical success rate is six times better than the industry average.
“It’s just a question of being patient,” Bancel said. “I know sometimes some investors are not very patient. It’s just a question of time for all those things to fall together.”
The market’s reaction Thursday and Friday sent a clear message: Bancel might have less time than he wants to deliver.
Posted at 19/8/2024 06:59 by plasybryn
Scancell Holdings plc (LON:SCLP) is definitely on the radar of hedge funds investors who own 42% of the companyKey InsightsSignificantly high institutional ownership implies Scancell Holdings' stock price is sensitive to their trading actions A total of 4 investors have a majority stake in the company with 51% ownership Ownership research along with analyst forecasts data help provide a good understanding of opportunities in a stock Every investor in Scancell Holdings plc (LON:SCLP) should be aware of the most powerful shareholder groups. The group holding the most number of shares in the company, around 42% to be precise, is hedge funds. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn). Given the vast amount of money and research capacities at their disposal, hedge funds ownership tends to carry a lot of weight, especially with individual investors. As a result, a sizeable amount of institutional money invested in a firm is generally viewed as a positive attribute. Let's delve deeper into each type of owner of Scancell Holdings, beginning with the chart below. See our latest analysis for Scancell Holdings What Does The Institutional Ownership Tell Us About Scancell Holdings?Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing. As you can see, institutional investors have a fair amount of stake in Scancell Holdings. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of Scancell Holdings, (below). Of course, keep in mind that there are other factors to consider, too. It would appear that 42% of Scancell Holdings shares are controlled by hedge funds. That worth noting, since hedge funds are often quite active investors, who may try to influence management. Many want to see value creation (and a higher share price) in the short term or medium term. Redmile Group, LLC is currently the largest shareholder, with 29% of shares outstanding. Vulpes Investment Management Private Limited is the second largest shareholder owning 13% of common stock, and UBS Asset Management AG holds about 5.6% of the company stock. Our research also brought to light the fact that roughly 51% of the company is controlled by the top 4 shareholders suggesting that these owners wield significant influence on the business. While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. There are plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too. Insider Ownership Of Scancell HoldingsThe definition of an insider can differ slightly between different countries, but members of the board of directors always count. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it. Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group. Our information suggests that Scancell Holdings plc insiders own under 1% of the company. However, it's possible that insiders might have an indirect interest through a more complex structure. It appears that the board holds about UK£424k worth of stock. This compares to a market capitalization of UK£156m. We generally like to see a board more invested. However it might be worth checking if those insiders have been buying. General Public OwnershipThe general public-- including retail investors -- own 24% stake in the company, and hence can't easily be ignored. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run. Next Steps:It's always worth thinking about the different groups who own shares in a company. But to understand Scancell Holdings better, we need to consider many other factors. Consider for instance, the ever-present spectre of investment risk. We've identified 6 warning signs with Scancell Holdings (at least 3 which are a bit concerning) , and understanding them should be part of your investment process. But ultimately it is the future, not the past, that will determine how well the owners of this business will do. Therefore we think it advisable to take a look at this free report showing whether analysts are predicting a brighter future. NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.??This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.Join A Paid User Research Session?You'll receive a US$30 Amazon Gift card for 1 hour of your time while helping us build better investing tools for the individual investors like yourself. Sign up here

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