Scancell Share Discussion Threads

[rogerbridge] 26/10/2024 17:53

I am excited about the Scancell future, especially as we now have a CEO who drove his previous company through the processes to success

[plasybryn] 26/10/2024 16:01

Well done providing that. Shame Lindy drops her voice at times and that man with a terrible cough should have been asked to sit at the back away from the recording. How annoying he is.

[pharmaboy3] 26/10/2024 14:28

Great stuff,thanks

[marcusl2] 26/10/2024 14:16

Thank you Mia, great job.

[inanaco] 26/10/2024 14:08

one other point ...Lindy also mentioned complete responders and Cure ....

She said the vaccine has to mop up any remaining cancer cells and circulating cells

which is the "The adjuvant setting"

which is why they look at 5 years before all clear

[inanaco] 26/10/2024 13:47

well done Mia

[miavoce] 26/10/2024 13:24

Hi all

I've created an AGM 2024 video with enhanced audio and with the presentation slides overlaid onto the audio. Thanks to Botski on the other site for the original audio (which I have enhanced).

[inanaco] 26/10/2024 12:36

Here’s the catch, however. No one should be fooled. Dig into the small print of what Reeves is planning and it is clear she is about to launch a Ponzi scheme so extravagant and rackety that even Bernie Madoff might feel ashamed of it – and if she gets away with it, that will bankrupt the country.

The central plan looks like a switch to measuring total government debt against Public Sector Net Financial Liabilities, or PSNFL, presumably pronounced “Piffle” for short.

What the heck does that mean? The Institute For Fiscal Studies set out a helpful explanation in a recent briefing, explaining that the PSNFL “provides a slightly broader picture” than existing debt measures by “also including illiquid financial assets (such as the student loan book) ... and a broader range of financial liabilities”.

Roughly translated from the accounting jargon, that means assets such as student loans and financial investments held by the Government will be added back onto the books.

Seriously? Sure, on one level it makes a kind of sense. If someone owes you £1,000, and is paying interest on the debt, you might want to add that into an overall assessment of your financial situation. The trouble is, it is also a recipe for disaster.

Let’s take student loans, for example. With £236bn in debt outstanding they are one of the biggest items that the PSNFL will allow to be treated as an asset. But hold on. The current estimate is that only 65pc of student debt will finally be repaid.

Given that the scheme is still relatively new, we have no idea what the final repayment rate will be – indeed, given the low value of many degrees, and the numbers of graduates fleeing the UK for lower-tax countries – it may well be a lot lower than that. It is not exactly an asset if only a tiny fraction of the debt ever gets repaid.

It gets worse. The Government could decide to help out all its friends in the university sector by increasing tuition fees to £15,000 or even £20,000 a year. It would then dish out more loans so the students could pay for that, and all the extra debt issued would count as an asset on its books, and allow it to borrow even more.

The same is true of the other financial assets likely to be included in the PSNFL, such as the newly created GB Energy, or the National Wealth Fund. The Government can borrow billions to put into those vehicles, and then miraculously all that money turns up on the state’s balance sheet as an asset, and allows it to borrow even more.

[inanaco] 26/10/2024 11:54

so your arguing with the share price at 15p .... should i invest now or wait for a Dilution event that might never actually happen ... which of course will be based on all evidence

Don't open a business Ivy .... oh you did !! it got dissolved

[inanaco] 26/10/2024 11:51

you have no core argument Ivy because you do not have the trial results which will impact the SP, the deals concluded with Glymab or Genmab or what any other deal scancell is negotiating which could be a considerable deal on any of the other clinical ready asset giving rise to NON dilutive funding

so your entire premise that dilution will occur is flawed

the next problem you have is the invested capital from any dilution creating an increase in asset value and indeed would it be at a discount to share price or higher than the SP

because you are raising for Registrational trials ending with Income


its your narrow view of dilution that is the problem based on AIM funding of junk

[nigelpm] 26/10/2024 11:46

Yup - in complete agreement. I'd just add the science "to date" has been really good if a little slow in coming.

That doesn't mean it can't become revolutionary or a disappointment - lots of opportunity for it to do either.

[ivyspivey] 26/10/2024 11:35

Agree Nigel for the umpteenth time I say the Science is really good and even if confirmed by results yes it will help the share price but consider this.
The cash runway is Q2/3 2025 but when are the iSCIB results plus Modi results due 1H 2025 so allowing for time for any deal to be concluded it is very tight and these things have to be planned in advance so circumstances beyond SCLP and this has happened before May and I stress may impact on their need to go for a more dilutory raise which is a risk.
The valuations of £8 a share are for deals with a whole range of targets and likely to be 2035 at earliest and even that is subject to debate for eg competitive landscape etc.
Notice Nana never counters the core arguments just resorts to personal attack or reverts back to the Science

[nigelpm] 26/10/2024 10:58

Spot on ivy. The rather pointed question right at the end was a good one and not very well answered in my view.

[inanaco] 26/10/2024 10:45

Ivy your business model for your BTL was broken because you where not Incorporated

Left wing conservatives destroyed your business model through taxation

Labour is now compounding that destruction ....

yet you cannot see it

ATB

[inanaco] 26/10/2024 10:22

in other words i am comfortable holding £250,000 in scancell

Bermuda is comfortable with his holding

and like wise you are


but why constantly attack that level unless you have a problem with Envy ?

[inanaco] 26/10/2024 10:12

really .... Ivy

you sold at 8p they raised again at 11p

many of your posts contain the words "under water"

now you have become a Guru advising all on how to invest ... maybe its something i think we should admire that you can command the attention of Lozan and Nigel

but unless you can place trades of that sort of value .. ie £100k how is it you have the experience of working with that level of wealth because for you the bigger the holding you apply a even higher risk attachment

Bermuda did the same he said my holding at £150,000 was huge, and advised caution

but the associated risk of his holding and mine are the same as it applies to Scancell not the individual

so if you can play with that level of investments .... prove it

[inanaco] 26/10/2024 10:02

Bermuda may still wish to wait for Confirmation ... before buying again

That is what he is happy with

problem is, he has also stated "it bodes well"

interesting dilemma

[ivyspivey] 26/10/2024 10:02

Well I would worry about my Holding moving £100k in the wrong direction and I think history here has proven the smart people wait for the raise before buying.

[ivyspivey] 26/10/2024 09:56

Morning.
Nigel I listened to AGM recording and thanks to Botski.
The Science is great and lots of BoD confidence but you are correct imo there were a couple of things like need to raise window getting narrow and the timeline to commerciality.
That is why we should temper some of the valuations on here.Whether the next raise is dilutive or not is the big question as that will reflect on the trial results and level of interest.
That will govern the outcome here and the share price not the pure Science input which is the only argument some here focus on.The timeline is likely to be 2030 for Approval and I for one will be long

[inanaco] 26/10/2024 09:56

it only takes one very wealthy individual to start buying ...........

funds may consider ............ lets wait for the cash raise

smart people don't ......

they start building regardless of share price at these levels ..

i have no worries at all by my account fluctuating by £100,000 which it has done

why ?

HIGH AVIDITY works

[inanaco] 26/10/2024 09:50

keytruda sales have grown because of its ability to be used in other cancers but they still required approval before cash rolled in ...

but even so ... to sell $55 million in three months from a standing start !!

Modi1

17 different cancer potential


Modi2 has similar application

[inanaco] 26/10/2024 09:46

speed ................

sadly sales growth of that magnitude is based on Treatment options ...

not salesman offering a free clock radio with every sale

[inanaco] 26/10/2024 09:44

The Food and Drug Administration (FDA) first approved Keytruda (pembrolizumab) on September 4, 2014. It was the first programmed death receptor-1 (PD-1) inhibitor to be approved for use in the United States.


In 2014, Keytruda sales were $55 million. Keytruda is a cancer drug developed by Merck & Co. and is one of the world's best-selling drugs.

In 2015, Merck's Keytruda brought in $566 million, an impressive total to be sure.

[inanaco] 26/10/2024 09:40

well its very simple Nigel ... its called "standard of Care"

a regime that is recommended by A Regulating Authority ..for the treatment Of


Now you have not answered any of the main issues what i have posted today ....

other than a time stamp to get to $1.5b in sales

your negativity is weak Sir