Scancell Share Discussion Threads

[inanaco] 26/7/2024 23:04

knowlesi - 12 Jul 2023 - 15:59:53 - 4754 of 9987 Scancell - Pot of Gold or POS? - SCLP
Inanaco - I don't think it has failed. But one shot at goal has gone imo - modi1 as a montherapy isn't going to happen (in my opinion and based on LD comments). Shot at goal missed hence valuation lowered. As per my post - and pretty much all my posts - still think this has long term value. We don't disagree there. I would seriously challenge the 8 quid mantra (not a chance) but 75p-£1. Yep - I could possibly see 1.50 but modi1 results are a huge blow and but a real ceiling on valuation going forward. All my opinion. I also seriously doubt a CI will partner a combination drug that needs 4 injections - that is ridiculous. Remember - we turned down CI combo trial in 2015 - 8 years later here we are. Not great. The share price the last 2 days tells you that. Down 20% is just the start. As per my post yesterday single digits is coming and possibly testing new lows. Risk up, timelines increased, more potential jam tomorrow - market says no thanks.

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""I also seriously doubt a CI will partner a combination drug that needs 4 injections - that is ridiculous.""

Merck has partnered Moderna ...

and do you know how many times you have to intravenous drip a checkpoint ? you can be on it for two years !!

so lets get this right .... shares moves up from single digits and you now need it back down because the Knowlesi bazooka got damp ..... everyone will remember the knowlesi Bazooka ... you can read my posts on the lse History his have been deleted

also I dont recall Lindy turning down any trial ? do u have a link ?

[inanaco] 26/7/2024 22:29

last point

why did you ask my opinion of Moditope as to why ?

when you clearly know more than we do

indeed why not address your original post to Bermuda ....after all he was convinced enough to sell so had a reason

[inanaco] 26/7/2024 22:11

last week it was 10p now 14p which is it ?

your valuing the Block size sale BY MM ... = Mcap

if it was a real world price it would be completely different

otherwise offers above the MCAP of companies would not happen ... but they do

you have your opinion as somebody who works in the city ....playing OPM

I last worked for somebody when i was 21 chalk and cheese mate

Trinity value at 33p i assume you have a website with your creative thinking and proven text in print

one other point ... 2015 i had 500,000 shares .... now 3 times that did you load up like i did ? or are you still convinced Moditope does not work

[knowlesi] 26/7/2024 20:30

Inanaco - SCIB1 is Not worth more than the market cap - that has not been proven at all. Valued by who? It's a public market and mark to market dictates the current valuation. In 2015 you did said that, we debated whether scancell was worth 20p a share - I said it wasn't, you felt otherwise. 9 years later it's market value is about half that 20p coin you produced. Jury is out on what that looks like for the next 9 years. Unlike 2015 - I do feel like the next 2-3 years will see this hit a value that shareholders can be happy with. But to state the value of SCIB1 is above the market is factually incorrect.

[chilltime] 26/7/2024 20:26

More 🤔



A spokesperson for BMS framed the action as part of the company’s work to focus its pipeline on assets that it “is best positioned to develop” and prioritize investment in opportunities where it can deliver the “highest return for patients and shareholders.”

[marcusl2] 26/7/2024 20:19

WTP


The past year has been a good one for investors in Scancell, the immuno-oncology group which has seen its shares fly 46 per cent higher in that period.

This week it revealed it co-opted a panel of melanoma experts to help plan and design its clinical trial. What really got the market excited was the level of interest generated by its technology at ASCO, a conference that attracts the world's cancer experts. The shares ended the week 8 per cent higher.



By IAN LYALL AT PROACTIVE INVESTORS FOR THISISMONEY.CO.UK

UPDATED: 14:14, 26 July 2024

[chilltime] 26/7/2024 19:47

🤔

I didn’t click at the time, this buying surge started at the same time as the news of the Redmile representative on the BOD news.

It doesn’t solve a lot on who, a loitering fund, a buyer may have seen that as the trigger to move.

[inanaco] 26/7/2024 18:04

Bermuda

In addition Ivy works in the pharma sector and so will have more of an insight on the commercial/business side than others.

LOL

[inanaco] 26/7/2024 17:39

knowlesi

i gave you my thoughts ..........

but your thoughts also mirrored Bermuda reason to sell down along with the investment climate etc

which included crumbs and C7

[inanaco] 26/7/2024 17:35

Bermuda can post what he likes .. Knowlesi some posts i have supported more than i have challenged but he has never accepted anything i have posted even with huge supporting data so .... who will be the idiot ?

my 1.566m or Bermuda reducing his holding

Burble has got so much wrong on scancells science considering his claimed credentials even Bermuda has had to pull him up

I am not a scientist but what i gave you many time is "no risk" with SCIB1 going back to 2015 its always been worth more than the MCAP

[bermudashorts] 26/7/2024 17:35

chilltime

Interesting comments from you today. If you check my posting history you'll see that I have never claimed to be a scientist, in fact I have many times stressed that I am not. Strange that you choose to pick me up in this way and yet offer no comment on those who do claim they are experts. For absolute clarity, the ONLY poster that I'm aware of who actually is a scientist with relevant experience is Burble on lse. In addition Ivy works in the pharma sector and so will have more of an insight on the commercial/business side than others.

I have never advised anyone to buy sell or hold here and if you think I post with authority it may be that I have invested in bios for years and have deeply researched many companies operating in this sector, especially Scancell. What's the problem chilltime - not happy clappy enough?

[knowlesi] 26/7/2024 17:28

Alright think this has all got way out of hand.

Inanaco - I was simply asking your perspective on Modi1 and you someone started a big argument and starting calling people idiots where there is no need at all. I'll leave my questions there - really no point. Best of luck to you

[inanaco] 26/7/2024 17:21

what ever Ivy .... I am not the idiot that posted this


""At the levels of deciding how to make a Vax you need real expert scientists so top virologists which Lindy is not.
Not saying she has not got intellect but she is specialist in a different field abd no short cuts tone expertise in a very specific area.""


what i posted was the opposite ... Cancer vaccines are far more difficult to make, than against a Virus

it would be simple for scancell

and Immunobody is potent ...

so You claim to sell a Viral vector vax for pets made by your company you work for

whats it called ?

[knowlesi] 26/7/2024 17:17

Chill time- I think your post is a little off the mark, I have never seen Bermuda try and represent himself as anything other than a retail investor who actually reads and researches the output scancell provide. Not only has he provided his insight but he has done it with the upmost humility and avoided much of the petty conflict that has blighted scancell discussion on both sides. And I hope he continues sharing those thoughts - Bermuda, Burble & Inanaco could be quite a trio potentially for retail investors here...

[ivyspivey] 26/7/2024 17:05

Nana appreciate you settled your bet on time unlike the multi millionaire GF who never paid Knowlesi.
But you betray your arrogance when you try and tell me what Vaccines I sell and have sold.
You are wrong on that fact as you are on many things and please do not argue as I know what Vaccines I sell and you certainly do not and you just illustrate the old saying a little knowledge as a dangerous thing but unfortunately you do not know enough to appreciate you lack a basic understanding of the subject

[chilltime] 26/7/2024 16:26

Inanco

Bermuda posts as if he is a scientist, but he has no expertise in that area whatsoever.

So a pinch of salt anything posted really as when it comes to details, he’s just a retail investor in this sector. Posting as he sees fit re his position( or not).

I’m not trying to wind anyone up just stating what is true.

You are just over enthusiastic at times, in posts (in my opinion) and clearly read up in what you are invested in 🙌 to thst.

I’m just as enthusiastic, as it seems to be the real deal investment and science. The next 3 months or so will do the first potential lift off event.

Lindy does not serve the needs of investors, clawing desperately for regular news to keep spirits high. Science approach, science timelines and she’ll start shouting when there is something to shout about. Funds like that style, they don’t like constant waffle, repeat news.

The last news showed her just how enthusiastic other scientists are.

The recent buy trend suggests someone else is enthusiastic too. Fund, Pharma/Bio, High net worth individual, we’ll see as time rolls on.

[markingtime] 26/7/2024 16:20

Of course not. Watch the close and late trades.

[inanaco] 26/7/2024 16:08

put in the right data and it values SCIB1

[inanaco] 26/7/2024 16:01

so Mt do you think MM are talking a loss to close that deal ? that is why the bid is rising

[inanaco] 26/7/2024 15:51

and Just remember Ivy i paid out the bet before you needed to ask for it !!

Money behind Mouth

No Risk = 1.566 m

👀

[markingtime] 26/7/2024 15:45

500k trade. Again.

[inanaco] 26/7/2024 15:43

so your problem is simple


HVO 30p

SCLP 14p

if after one year the share price is highest

wins

if you won't bet why you holding HVO ?

[inanaco] 26/7/2024 15:38

how funny HVO is now back to the same Share price it was 3 years ago when we took the first bet

and is still overpriced ...

[inanaco] 26/7/2024 15:33

as it is Ivy ......... I bought your shares at 8p and you now won't back HVO with a bet

what does that tell you ..... ?

[inanaco] 26/7/2024 15:31

at least i could answer Knowlesi with a sensible reply ..........


You could not do that

and i backed it up with relevant data


if you go through Bermuda V me on the phase 2/3 adaptive trial

you will find loads of "Bermuda Claims" not backed up with anything ...

left unchallenged with you and Ruck fostering Bermuda the "expert" nonsense

the market would be left with a 3% chance of approval ...