Scancell Share Discussion Threads

[tosh123] 13/1/2021 10:47

Gazza,
he's said a lot of things over the last 9 years ... about 100% of them have been wrong !

If people listened to what he said, they would now be holding very expensive stock... oh .... hang on.

Buy and hold at 45p ... £1 tomorrow ... £8 on the horizon ... there's no risk here ... the company won't be raising any more money ... we're minted ... just a few of the classic things that the idiot has said... there's plenty more as well.

[inanaco] 13/1/2021 10:35

that's because if we Put what you said over the last few years

Nobody would buy ... and you didn't !!

[gazza] 13/1/2021 10:30

It's a shame we don't put 1p on the share price every time Inan says:
"what i said"
We'd be minted!

[inanaco] 13/1/2021 10:24

This falls back into what i said 10 months ago

For Scancell a virus its a step down in its ability and for its products

i made a difficult to treat list and because Cancer escapes the immune system Scancell had to develop vaccines that interacted beyond what a natural immune response could achieve far higher than what is required for a virus

as its turned out the Virus is a very easy target for vaccines, that has been proven by these High Efficacy rates for the current approved vaccines

The massive advantage scancell has is that we are Direct and Cross presented to Dendritic cell via effectively the adaptive system, basically Scancells Plasmid produces antibodies which is why you get these potent response its all about Signalling the high signalling rates, Keeps the T cell locked on to the APC cell for far longer giving it the High Avidity. The exciting bit is the new avidmab patent has turned the wick up again ......... from existing proved immune responses

every other vaccine out there is reliant on "Antigen take up by APC" you can improve that with Ajuvants to help improve the quality of the t cell engagement

in its pure form that is Moditope ......

AZN use a system that encodes the cell infected by the vaccine to produce the antigen ie the structure of the spike protein

moditope you inject only the protein but that is linked directly to the adjuvant
which is then taken up by the APC so the area around the injection site is not flooded with adjuvant but only the protein via this linker technology, you may consider if its so simple why has it taken so long to manufacture ...

soluble ... the most potent peptide for Moditiope is also hydrophobic

Hydrophobic literally means “the fear of water”. Hydrophobic molecules and surfaces repel water. Hydrophobic liquids, such as oil, will separate from water. Hydrophobic molecules are usually nonpolar, meaning the atoms that make the molecule do not produce a static electric field.

and then its linked ...... ISA pharma

once you have wrapped your head around that ........ which for me was a few years ago .. then you can appreciate why i keep buying regardless of market conditions

it only took one party to recognise what i understood ... and Booooom ... that was Diggle

Red Mile is the Icing on the cake .. effectively unlimited funding in the event of successful trials

so this is not about buy sell pick your timings ..... its about how many you own when this all kicks off .... oh its already started

Now at the moment Scancell appears to be making major discoveries which have not been priced in every two years

Homocitrulline Avidmab for instance .....

ATB

[oldnotwise] 13/1/2021 10:13

Interesting Pharma...
Do you rate Martin Diggle above Redmile? If I've misunderstood no worries, but if not could you say why?
ATB

[pharmaboy3] 13/1/2021 09:46

With Martin Diggle as a major shareholder we can be reassured that success will eventually come.He has an amazing track record.Im a LTH in Oxford Biomedica and it took us 10 years to be recognised.He's been there from the beginning.Almost 20 years.Im pretty sure he sold a few OXB shares to increase his holding in SCLP

[inanaco] 13/1/2021 09:34

I won't say anything .........

OMG ....

welcome to the "Cosy Club" ONW

[oldnotwise] 13/1/2021 09:31

Gaz,
the point I was trying to make was IMO FWIW there has been a sea change in the Scancell situation. We are now funded (and the most immediate likely trial is/likely will be funded as a separate endeavour), the platforms have likely been bought towards trial readiness (they better had be since Lockdowns/Covid have provided a great deal of time for such development) and since the entire industry has been hamstrung to some degree by the Pandemic, played correctly Scancell has a great outlook on all fronts in the medium/long term on its core business, and that same optimistic outlook shorter term through Covidity.
As a result I think (again FWIW) that Scancell is in the best position its ever been in in the Short,Medium and Long terms.
That makes me think that now we might be hopeful of a reversal from the eight/nine year downtrend to one of upward moves with smaller retraces. rather than the downward moves with the lesser recoveries.
We also have Interested and Finacially astute Institutional backers who certainly don't invest (and I use the word advisedly) in companies without having assessed the likely future development and commercial possiblilties for their products.
Scancell has a broad spread of IP and a globally saleable immediate vaccine that all need to be proved.
Anyone want to bet that Covidity isn't the first of the products to produce Data?
If it does become the first to produce trial Data (and to me that seems likely) then it seems to me that we are a Covid stock with (other) benefits.
that's whay I think Scancell looks the most exciting stock in my portfolio on a medium term view.
AIMO
DYOR
ATB

[gazza] 13/1/2021 08:59

Ah yes, it's easy to get out the backward focusing binoculars and identify who have been nuts for selling and those who have been genius for buying. As far as Scancell goes, those who have been "in and out" will likely be showing far better returns than those who have sat tight for the past few years.

[emptyend] 13/1/2021 08:46

Ivy,"You ask why do people sell when rerating will come and ONW gave a very good response"I didn't "ask" that in relation to Scancell in fact. That was a quote from my comment concerning another share where two-thirds of shareholders had bought 4 months previously based on firm expectations for 2021 and yet they were selling and crystallising losses of 20%. Nuts on any measure.....as the subsequently doubling of the share price suggests.However, the point of mentioning that example here was to illustrate that material moves can happen without warning. Those who believe that they can trade in and out ad infinitum may be mistaken.Most of us operate in different ways in different circumstances. One cannot be dogmatic either way that one way "works" better than others. For example, momentum traders buying the dips have driven US tech stocks and bitcoin in recent weeks/months......and that is in the process of a sharp reverse, I think.

[oldnotwise] 13/1/2021 08:02

16.311/16.47

[gooosed] 12/1/2021 23:01

"So, like buses, vaccine approvals, in the UK at least, seem to come in threes. First Pfizer/BioNtech, then Oxford/AstraZeneca and now Moderna have been given authorisation to be rolled out across the country. But, Britain, for the moment, is going it alone deciding to postpone second doses to up to 12 weeks. Is this the right thing to do? It’s a controversial question, and one Tim Harford asks a panel of guests: Professor Beate Kampmann, Professor Akiko Iwasaki and Professor Sir David Spiegelhalter on this week’s How To Vaccinate The World."

[torquayfan] 12/1/2021 21:55

J & J - around 85% would not be 'materially weaker', than Oxford/AZ and BioNTech/Pfizer vaccines, during the period when the first dose only has been given ?

And 'not subject to the same cumbersome storage requirements as the two authorized vaccines' - surely that's only the BioNTech/Pfizer vaccine - there's no problems distributing and storing Oxford/AZ ?

The more vaccines the merrier and the single dose is a winner - should help accelerate the immunity wall. Let's hope the study data is good.

[ivyspivey] 12/1/2021 17:24

Evening EE,
You ask why do people sell when rerating will come and ONW gave a very good response.
Well I have bought and sold and held some and the reason being is I could trouser a nice 50% profit which I can compound into other stocks at an extremely low risk.
We all have different targets,attitudes to risk etc and I for one think Loggies way of buying at the bottom of the channel and selling higher rinse repeat and making decent origin in a regular basis works very well for him.
Similarly buying huge amounts of one stock can work well for them.
I work a hybrid system which works for me.
These are not binary choices so if someone has a different strategy like selling SCLP it does not make it the wrong choice necessarily.
If they put that into another share which went up 50% then would it be the wrong decision.
ATB

[goyathlay] 12/1/2021 16:02

JNJ data on single dose vaccine within the next few days.

""Speaking at an industry conference on Monday, Johnson & Johnson (ticker: JNJ) CEO Alex Gorsky said that the company is in the “final stages” of analyzing the data from its 45,000-patient Phase 3 trial of the single-dose version of its vaccine. Bloomberg also reported on Monday that the study would be ready to submit to the U.S. Food and Drug Administration for emergency authorization on Jan. 21, citing a report in a South African newspaper.""

.....

“Buyside consensus is ~85%+ efficacy” for the Johnson & Johnson vaccine, Jefferies analyst Michael Yee wrote in a Jan. 8 note. Less than “85% would be materially weaker,” he said.""

[moljen] 12/1/2021 15:34

Inn - thanks for the link, interesting and in my view worth a few grand suck and see as quite like what they're doing without this C19 aspect.

[inanaco] 12/1/2021 15:24

Moljen

Last summer, shares of Synairgen skyrocketed 300% on a study showing its inhaled form of interferon beta-1a being developed to treat COVID-19 lessened the chance that patients would progress to a severe form of the virus.

But there was a major shadow hanging over the results: Interferon is known to increase levels of the cell surface protein ACE2, which serves as the entry point for SARS-CoV-2, the virus that causes COVID-19. That sparked fears that interferon-based treatments would ultimately fail in the treatment of the coronavirus.

Now, researchers led by the University of Southampton, which is collaborating with Synairgen in the development of its drug, have discovered that interferon raises levels of a short form of ACE2 that doesn’t allow SARS-CoV-2 to enter cells. In fact, it may have a protective effect, the team reported in the journal Nature Genetics.

RELATED: Synairgen stock climbs on COVID-19 treatment results

The short form of ACE2 that the U.K. researchers discovered lacks a particular binding site that SARS-CoV-2 needs to enter healthy cells. Because this short version of the protein rises in response to interferons—but not to SARS-CoV-2—the researchers believe it is somehow involved in the body’s natural immune response to viruses.

"We were excited to discover a new form of ACE2, and became even more interested when we [realized] that may be protective against SARS-CoV-2 in the airways rather than an entry site for infection,” said University of Southampton professor Jane Lucas, M.D., Ph.D., in a statement. Two of the study’s co-authors, Donna Davies, Ph.D., and Ratko Djukanovic, M.D., are co-founders and shareholders of Synairgen, which was spun out of the university.

Investors applauded Synairgen when preliminary data from its 101-patient trial showed that its interferon drug, SNG001, lowered the risk of progression to severe COVID-19 by 79% over placebo. An update to those results lifted the company’s shares another 30% in November, when the company reported that 75% of patients taking SNG001 showed a clinical improvement at Day 15/16, as measured by a key World Health Organization scale.

The discovery of short ACE2 could have implications for more than just Synairgen, the authors argued in the new study. The ability for researchers to distinguish between the two versions of the protein could spark ideas for more sophisticated coronavirus treatments, they said.

The University of Southampton-led team is now planning further studies to investigate the implications of short ACE2 on the management of COVID-19.

In December, Synairgen announced that it had started a phase 3 trial of SNG001 in the U.K. and that the FDA awarded fast-track status to the drug and cleared it for U.S. studies.

[inanaco] 12/1/2021 15:06

The uk has enough vaccine ordered to inoculate fully Twice ..........

[torquayfan] 12/1/2021 14:39

As I said BFN.

Moving on, Oxford / AstraZeneca EU approval ? . . . is rumoured for Jan 29th . . . I hope AZ have sufficient volumes for the EU too, as I unequivocably want to see the UK supplied with as much as is needed before sending to the EU - not just as a Brit, but to me it makes little sense to half or less than fully vaccinate one Country whilst supplying elsewhere and we are cross transferring infections and mutations through borders that are moreorless open.

[inanaco] 12/1/2021 14:24

i recently reprinted the maths model presented by ONW

Please comment on that ........ with your own Model that includes not just numbers of shares but the value placed on those shares

ATB

Dilution ..... ""dont like it when it happens""

can you please reprint the post that indicated that ... many thanks

again this is "evidence" based reply required

Not ... "lets make it up"

[torquayfan] 12/1/2021 14:11

Inan - 'D' is 'D'. You can't redefine it because you don't like it when it happens. On 'D', I'm not sure anyone else agreed with you. The Inan quicksand has arrived as always - that's a bland calm statement of fact - no fits. BFN.

[oldnotwise] 12/1/2021 13:58

EE,
Yes, watching and waiting... It's where some are unable to realise that of the three options in investment (Buy, Sell, Do Nothing) the last is the most difficult.
Can, as in your case, be most rewarding. let's hope scancell is another good'un!
ATB

[emptyend] 12/1/2021 13:31

ONW..... yes that all makes sense to me. Just for interest, the other stock I mentioned earlier is more than 95% down on where I sold out my previous holding some 9 years ago and it has had a couple of false start recovery attempts in that period. However, as with Scancell, it only became investable again in decent size in the middle of last year - and attracted new money as a consequence (much riskier than Scancell, though!).With both I watch and wait.....;-)