Scancell Share Discussion Threads

[1knocker] 08/8/2023 13:29

Are you becoming a fundamentalist Tyke? Its never too late (or too soon) to see the light.

You won't discover any of those risks from an imaginary chart.

If you are going to embrace fundamental research, do remember that fundamentalism has nothing to do with news chasing.It requires hard work doing the number crunching, and won't help you much with moonshots. If you must paddle in that pool, concentrate on momentum, and don't be too greedy* - get out before the euphoria evaporates.


*SPQR (Small Profits, Quick Returns). Its an approach which has been used successfully right back to ancient times, tried and tested down the ages - in and out fast with what you can grab, with minimum risk of getting caught. You will find SPQR inscribed on many ancient Roman monuments. You would know all that if your school had been rated 'Approved' like mine, but the gaps in your knowledge and life experience cause me to suspect that probably it was not. It is shameful that so many are condemned to cary the millstone of a poor education at a school rated 'Inadequate' around their necks all their lives.

[inanaco] 08/8/2023 13:17

whats failed ?

love to know

[2tyke] 08/8/2023 13:01

Well no ruck because both have been proved NOT to be the case here.
I'm not expecting anyone here to understand EW....very few people do to a degree that it can be applied.
But like Ivy says....peeps on these BB's don't question their failed premise. They blame traders....the company communications.....failed deadlines. Anything but themselves for being wrong.
They appear to have very little intellectual honesty.
I hope I can 'open a few closed eyes' and make peeps think a little deeper.

[ruckrover] 08/8/2023 12:55

2tyke,So I guess you are not impressed by the "buy and hold" and "it's all about the science" mantra?

[2tyke] 08/8/2023 12:55

Ruck rover is correct inanaco....as far as the stock market goes...you appear the most clueless !
Certainly as bad as the clappers on LSE.

[ruckrover] 08/8/2023 12:53

"Ivy learns by losing money .... LOL"Whereas you just don't learn at all

[inanaco] 08/8/2023 12:40

you know nothing 2tyke ...

Ivy learns by losing money .... LOL

not sure if that is a recipe to make money ....

still he seems to think so

[2tyke] 08/8/2023 12:29

Everything is risky in the stock market. Companies that need to raise money are even more risky in the current environment.
Lots of companies have great science...doesn't mean much in the stock market.
Will the science progress ?
Watch the stock price ...that moves first !!

[inanaco] 08/8/2023 12:17

PREP BIOPHARM LIMITED

Company number 09795234

Follow this company File for this company
CompanyOverviewfor PREP BIOPHARM LIMITED (09795234)Filing historyfor PREP BIOPHARM LIMITED (09795234)Peoplefor PREP BIOPHARM LIMITED (09795234)Insolvencyfor PREP BIOPHARM LIMITED (09795234)Registersfor PREP BIOPHARM LIMITED (09795234)Morefor PREP BIOPHARM LIMITED (09795234)
Registered office address
Unit 2 Spinnaker Court 1c Becketts Place, Hampton Wick, Kingston Upon Thames, KT1 4EQ
Company status
Liquidation
Company type
Private limited Company

[inanaco] 08/8/2023 12:15

Ivy Market Cap. £125.57m

even if you took all the gross profit ... of approx £6m it does not justify that Mcap


however what caused your loss is this they have written these companies to zero

you really need to read accounts before you drive the share price on a wave of worthless true value

based on EBITA ......... rather than actual profit and loss because you have not made any for two consecutive years

14b. Investments in associates
The group, via its holding in hVIVO Holdings Limited, has investments in two associated companies as follows:
Name of Company Country of Registration Nature of Business
Imutex Limited(1) England & Wales Clinical development
PrEP Biopharm Limited(2) England & Wales Clinical development
(1) hVIVO Holdings Limited owns 49% of the Ordinary Shares and after adjusting for share of loss in 2022 of £48,000. the investment was fully impaired and is valued at Nil at
31 December 2022 (2021: £7,005,000).
(2) hVIVO Holdings Limited owns 62.62% of Ordinary Shares. In 2018 the carrying value was fully impaired so the investment has a value of Nil at 31 December 2022.

[panama7] 08/8/2023 12:13

Two days running and Scancell are in the blue, for the last two years I have been telling you that when the whole mRNA narrative implodes it could be positive and Boy oh Boy is the mRNA narrative imploding. Like I keep telling you , THE TRUTH IS OUT THERE, how long are many of you going to continue to live in denial when World renowned Doctors and Scientists are exposing the truth and Reps from Moderna and Pfizer are having to go before Oversight committee hearings that are exposing their Crimes against Humanity.

[inanaco] 08/8/2023 11:55

also

The Company has elected to take the exemption under section 408 of the Companies Act 2006 not to present the parent
Company’s Statement of Comprehensive Income. The loss for the parent Company for the year was £1,362,000 (2021: loss
of £1,522,000).

[inanaco] 08/8/2023 11:54

Ivy you are such a nerd ... with your fancy accounting methods ....

Total comprehensive (loss) for the year (749) K


HVO

[marcusl2] 08/8/2023 11:42

Response rate of interest in combo with CPI 45%
Response rate of interest in mono 25% (We got 44% in Ovarian)

The first assessment in Cohort 4 has shown tumour regression at the initial 8-week radiological check, though the remaining patients have not yet been evaluated radiologically.

"This is an important milestone for the company as we now have approval to treat patients with Modi-1 monotherapy or in combination with a CPI in four different tumour types either pre- or post-tumour resection," said Scancell chief executive, Professor Lindy Durrant. "The information extracted from this study will be invaluable in defining the patient population that will benefit the most from our cancer vaccine, Modi-1."

[ivyspivey] 08/8/2023 11:21

I know and I have tried 2tyke- so let me pose a hypothetical question.
Company A has increased its turnover by 56% and hit its highest level of profitability since inception with high teens EBIDTA and has “ guaranteed “ future contracts already in the book until 2H/ 2024.
It has a cash pile of over £30m and is in a unique position re potential competitors in a very hot space.
Company B has excellent Science and offers great potential but has 2 platforms in early stage development and sone potentially good Glycan assets which may be acquired by a third party at some time in the future.
It is not profitable and not likely to be so for several years if ever.
It has some cash but likely to have to raise within 6-9 months.
Both have a similar market cap but which one is the most “ Risky”.
Nana has already chosen Company B.

[2tyke] 08/8/2023 11:03

And even if SCLP is now in a 3rd wave higher....it will still see large pull-backs periodically. There is only one method to anticipate these large pull-backs. The LTH's will be constantly scratching their heads.
It's just how stock prices move. They have a 'form'.

[2tyke] 08/8/2023 10:56

Ivy,
Yes you're correct, it's impossible to get through to the closed mind brigade if which inanaco is a member.
As far as 'external news' goes....everything has an effect. But the volatility of news events is trumped by the sentiment which drives the price.
When one becomes proficient at EW, one can understand why good news fails to rally the share price In a second wave, which has likely just ended from 29p down to 9p, any short term spike on good news quickly fades as sentiment takes the share price lower. That position changes in wave 3, which we should be now in. Any good news should 'supplement' positive share price sentiment and help move prices higher even quicker.
So it's not a case of me saying news doesn't have an effect Ivy...it's just understanding the human psychology of the wave principle. It's absolutely key to following asset prices correctly.

[inanaco] 08/8/2023 10:09

well ivy you did say HVO was less risky that Scancell ...

anyway you can join 2tyke telling us all how to do it ..........

actually it is the other way round .... he has joined you

[ivyspivey] 08/8/2023 10:03

Of course you don’t know how my head works as consider our differences.
I am open minded to other ideas you have a closed mind set.
I have experience of many shares some win,some lose but I learn from my mistakes.You have held only one share for over 10 years and are still underwater so suggest you have not learned anything.
The decline in share price is largely irrelevant unless you bought at the highs so success/ failure is entirely about when you buy and when you sell.
You said HVO was too risky at 10p and this at SCLP was less risky so shows how little you know.
Mind you did say this was less risky at 3p and you were correct on that one.
ATB

[inanaco] 08/8/2023 09:41

Ivy ... your fist bet was at 30p ..... with HVO

I said it was to expensive

even at 18p today its an enormous movement for HVO greater that scancells 22 to 13

i don't know how your head works ... part of 2tykes sentiment group

[chilltime] 08/8/2023 09:22

So Scancell have been putting out very positive news and watching sentiment and the share price drop.

The penny seems to have also dropped

"the first patient to be assessed has shown a tumour regression"

The use of the word regression instead of the no idea what is going on term called stable.

So now we know from just a small sample outside of the ovarian cohorts at least 2 have had tumour shrinkage, with more scans and results to come in quick time.

Compare that to the worldwide news, a pill that annihilates tumours, when the truth is that pill had not killed a single tumour, not even in the mouse model, it just slows the growth.

News hype gone wrong they have given out false information.

One poster mentioned mice are different to humans, yes they are they have some residues that make antibodies more potent, residues that Scancell discovered, which is now called Avidimab and patent protected, more potent antibodies using those residues.

[markingtime] 08/8/2023 09:19

Perhaps the top of the final wave is at £8? Would be good to know where Mr Crystal Balls thinks it is....... ;-)

[ivyspivey] 08/8/2023 09:14

Morning Nana of course have had losses which is how we learn.
For balance will add CPX +50% in 2 days,UPL +130% in a few days as trades and my main share up about 70% since start of year.So yes I do listen to other people and it Kay’s off.
It is SCLP which has under performed but I chose not to listen to the “ self proclaimed expert as in you” hence avoided most of impact of drop and that effect has largely reversed in last 2 sessions due to listening to likes of Tyke.
Open your mind you may learn something

[chilltime] 08/8/2023 09:12

TF posted about it.

I see one of the cancer forum posters is part of cohort 4, their 8 week stage came up last week post the news so no doubt a can done or due.

They took the last space with 3 on standby.

The early cohorts were 90% plus ovarian, 16 or so patients, with the 44% some type of impact response result. Head and neck and others only had one or two treated.

Going by the above being the claimed last space they are already at week 9, so perhaps quite a number of Modi various cohorts hitting the can results phase.

Perhaps Scancell have clicked re science terms versus the need to update investors. Hence in the last update the term regression was used to clarify what has happened.


The science version that they use RECIST is

Complete response (no trace can be found)

Partial response 30% to 99% shrinkage

Stable (which is not Investor friendly) gives a 20% shrinkage to 20% growth range.

[inanaco] 08/8/2023 09:08

Just a reminder anything around the 50% mark for efficacy with SCIB1 with checkpoint.. = commercial

55% very commercial

above this means the value rockets and the risk falls because of statistical diversion which means less chance of failure in a pivotal trial and a lot easier to do deals

now the good news if we do hit 55% ........ "Iscib1" will work even better