Scancell Share Discussion Threads

[1knocker] 22/7/2023 22:14

Inanaco, he is playing it the Lib Dem way - promise everybody whatever they are thought to want, and never mind whether the promises are contradictory or intended to be kept. Maybe not carved on a tablet of stone, or in a solemn pledge signed in blood though. Those gimmicks did not play out well.

One has to feel some sympathy for him though. Its hard for Labour to trump the Conservatives with traditional left wing policies when the Conservatives have borrowed and spent more than Corbyn could even dream of, raised taxes across the board (10% inflation gives you a 10% tax rise when thresholds are frozen),raised public spending to nearly 50% of GDP, and increased immigration to about 0.75m pa. How is any Labour leader to 'improve' on that lot?

When you think about it, Starmer may be just the man for PM. No policies are needed really - its pretty much 'job done' before he even steps into No 10.

[ivyspivey] 21/7/2023 20:07

Come on Nana we were both even Stephen at beginnng of year now I am 50% higher than you plus I had my Divi so clear blue water between us in 2023.
Mind you are due one good year in the 12 you have been here so perhaps 2024 will be the year you get above your average.
Anyway w/ end

[1knocker] 21/7/2023 17:20

Come on Tyke, tell us how you got it so wrong with RMM and Mode. Or has a kindly amnesia blotted them from your memory?

Failure to see that the former was insolvent (definition: inability to pay on'e debts as they fall due) and the latter was making losses, had no prospect of making a profit (or even breaking even), and inevitably ran off the end of its very short cash runway, wasn't it? All of which was irrelevant to a chartless chartist, so you didn't bother to investigate before making your price based buy recommendations, or heed the warnings of those who did look and warned you that both companies were uninvestable.

You lecture others on the wisdom of learning from experience. Have YOU learned anything from either of those experiences?

If you have not, heaven knows what garbage you cheerfully buy on e-bay and market stalls if you continue to look only at the price without regard to the nature or quality of the product on offer - a tin of caviar, a tin of beans, a can of worms, what difference does it make to whether you purchase it? None at all, apparently. Market traders must lick their lips when you heave into sight !!

[inanaco] 21/7/2023 17:08

HV0 i year ago Ivy prediction £1billion Mcap ...

Ivy 0 Nana still running

[ivyspivey] 21/7/2023 15:08

SClP £8 so hat trick for me so Ivy 3 vs Nana 2

[inanaco] 21/7/2023 14:25

HVO at 30p ... Don't Buy

30 to 15

scancell 20 to 11

Nana 1 Ivy 0

[inanaco] 21/7/2023 14:24

My advice on MTFB ...... Don't buy

Nana 1 Ivy 0

[inanaco] 21/7/2023 14:23

""I patently pointed out DYOR and to take individual responsibility about whether to buy or not.""

applies here as well ........ Ivy the Bus spotter

Own it .... 22p

[ivyspivey] 21/7/2023 14:05

Small Crow another guy that ignores the truth.If you had been bothered to come to an AGM I would have introduced you.All you have to do is look at my Linked In Profile and then theirs and you can see we worked together at Merck at the same time in the same office.
But keep on peddling the lies like Nana.
Show me the post where I said it was 99% COS.Yes I was confident but again show me the posts where I ramped any others in.
I patently pointed out DYOR and to take individual responsibility about whether to buy or not.
The only time I talked about COS was when others talked about it like Vadim Alexander and of the 2 positive p3 trials so compared to here it was much less risky.
Based on the fact the CRL was sent on an issue that no one predicted then can you please qualify how I may have not acknowledged the risk.
So take the responsibility for your own decisions and don’t decry others who are balanced as opposed to accepting the view of a proven liar and who has been misleading PIs here fir over a decade.
ATB

[888icb] 21/7/2023 14:01

An extract from a recent Investment Appraisal by Vulpes the second largest shareholder:
“ A significant addressable market: Scancell’s platforms are targeting over 10 types of solid tumours. If all 4 platforms were successful across the many multiple indications, this company could generate $12bn in peak annual revenues by the early to mid-2030s. Even applying a 10% rate of success, this could be a company which could generate over $1bn in annual revenues by the next decade. We believe the market will begin to discount these prospects much sooner, as there are several value creation inflection points through 2023 (detailed in the following point).

De-risked business model, with multiple shots on goal: Scancell’s business model has great appeal both from a science and a business perspective for the following reasons: 1) With 4 distinct platforms, catering to a plethora of indications in the solid cancer space, the company is de-risked from a business perspective unlike peers that might be narrowly focused on only 1 or 2 therapeutic indications. As an example, the Modi-1 vaccine is focused on 4 types of solid tumours (triple negative breast cancer, ovarian, renal and head and neck cancers). The risk of failure (a way of life in the biotech industry) is thus substantially mitigated, with Scancell’s business model. 2) The availability of real options – with multiple platforms and multiple indications, Scancell’s management has real choices about which products or indications it wants to pursue further, and which assets it wants to sell or licence out or develop in partnership. This enables the company to raise cash (critical for development of future assets) as also avoid dilution at low valuation levels.”

It is well worth reading as it discusses the strengths and weaknesses not least that there is too much focus on the science at the expense of the commercial. The key takeaway for me is they invested and remain invested, as professional and successful investors in this investment space.

[2tyke] 21/7/2023 12:39

Oh, he's a part-time lollipop lady as well as a science boffin and parking entrepreneur !
The thing that amazes about the bulls is that they don't seem to have the ability to adapt or modify their 'beliefs'. I mean at what point do they wake up and think...'my premise doesn't work ?'
Every man and his dog knows what Scancell holdings 'have' and are doing ? It's totally in the public domain.
What's the point of all the science posts preaching to the converted on these BB's ?
The thing the bulls should be thinking about is 'why has the share price been decimated' throughout all the good news and potential ?
All they do is BLAME
Someone's selling...lol
It's about time a few started to work out that the impact of news depends totally on how the stock price is 'trending'.
That's because the stock price is 'sentiment' and not 'news' driven.
If you want to understand how close transformative news is, watch the stock price ! That guides the coming events. The events don't guide the price.
Most things in life are risk v reward. A large pharma won't buy a tiny company for a lot of money until a product is suitably de-risked. Not even for a 68% discount !
So for the bulls to ignore the large PRICE drop and keep saying it's too risky to sell was frankly laughable.
Yes..we know ..the mouse works...T cells are recruited...we have 4 platforms...
WE KNOW !!

[marcusl2] 21/7/2023 11:58

Professor Karol Sikora
@ProfKarolSikora
·
22h
We threw everything at the vaccine rollout - why can't the same be done to clear the cancer backlog?

Three world-class cancer centres, capable of treating 20,000 a year, lie empty when thousands are suffering scandalous waits. Let's get it operational, fast.

Please watch/share:

[888icb] 21/7/2023 10:41

An extract from a recent Investment Appraisal by Vulpes the second largest shareholder:
“ A significant addressable market: Scancell’s platforms are targeting over 10 types of solid tumours. If all 4 platforms were successful across the many multiple indications, this company could generate $12bn in peak annual revenues by the early to mid-2030s. Even applying a 10% rate of success, this could be a company which could generate over $1bn in annual revenues by the next decade. We believe the market will begin to discount these prospects much sooner, as there are several value creation inflection points through 2023 (detailed in the following point).

De-risked business model, with multiple shots on goal: Scancell’s business model has great appeal both from a science and a business perspective for the following reasons: 1) With 4 distinct platforms, catering to a plethora of indications in the solid cancer space, the company is de-risked from a business perspective unlike peers that might be narrowly focused on only 1 or 2 therapeutic indications. As an example, the Modi-1 vaccine is focused on 4 types of solid tumours (triple negative breast cancer, ovarian, renal and head and neck cancers). The risk of failure (a way of life in the biotech industry) is thus substantially mitigated, with Scancell’s business model. 2) The availability of real options – with multiple platforms and multiple indications, Scancell’s management has real choices about which products or indications it wants to pursue further, and which assets it wants to sell or licence out or develop in partnership. This enables the company to raise cash (critical for development of future assets) as also avoid dilution at low valuation levels.”

It is well worth reading as it discusses the strengths and weaknesses not least that there is too much focus on the science at the expense of the commercial. The key takeaway for me is they invested and remain invested, as professional and successful investors in this investment space.

[marcusl2] 21/7/2023 09:40

A Redmile investment.

Lisa Anson, CEO of Redx Pharma: How to make the UK globally competitive

[small crow] 21/7/2023 09:37

Good on here init! Anyone remember when Ivy was telling us he/she knew the boss of MTFB and there was a 99% chance of getting their antibiotic to market? No ramping there, fortunately.

[ivyspivey] 21/7/2023 09:31

Morning 2tyke his one and only friend is EGO who he talks to all the time but Nana needs a double decker to get him on board.
Mind you he does have a chance to improve his finances as school holidays means increase in car park demand in Devon.
Let us hope it covers his losses from here as his Lollipop duties have finished for the Summer

[2tyke] 21/7/2023 09:04

They spun the news ..it was actually pretty rubbish after all !

[inanaco] 21/7/2023 08:51

Lozan commented ...at 40c ... I will come, can we go to Norway first

[inanaco] 21/7/2023 08:50

Ivy has a friend to sit with on "bus spotting tours" .... Lord "2tyke" from get it right every time, will spend the entire trip explaining he knows best ...

[2tyke] 21/7/2023 08:28

Indeed Ivy....hobbies ..no friends.
The clappers are out in force again I see. Reaction to a tiny rise in share price
Can someone please tell them that ALL trades are both buys and sells !!
The ONLY thing of significance to a stock is the price dealt ! It is ALWAYS CORRECT.
The buyer and seller are irrelevant. The size of trade is irrelevant.
The clappers are IRREL..
Jeez...

[inanaco] 21/7/2023 07:02

Ivy takes Bus rides .......... Bus spotting tours

LOL