Scancell Share Discussion Threads

[inanaco] 19/9/2017 20:29

as always ... Loz looks on the Bright side of life.. must be that big window ..Dazzling . or it has cooked his brain

[the real lozan] 19/9/2017 19:36

I don't suppose it might 'dawn-on-anyone' over on the over-excited M F F F, that the 'Job application' MAy be in order 'simply' to 'replace' someone who 'Jacked' ???
*WE* ALL know how quickly they re-act over there .... 2 + 2 MUST = 5

[the real lozan] 19/9/2017 15:46

P S-
*WE* know ONLY a FOOL would say "NO RISK here"
BUT
ONLY a BIGGER FOOL would believe it.

[the real lozan] 19/9/2017 15:44

BoB -
Never such 'an easy ride' some make it out-to-be
As we know = many try and many fail
BUT
ONLY A FOOL would say there is "NO RISK here"

[bermudashorts] 19/9/2017 15:40

Loz, I agree that it's frustrating and in a wider sense so typical of the issues faced by small UK bios. Fantastic innovation but such a battle to commercialisation.

[the real lozan] 19/9/2017 15:30

BoB -
"Just for the record, I have never, ever advised anybody to buy Scancell stock, or made any predictions regarding share price."
One of the reasons most hold your opinion in 'high regard'
Just for the record, NIETHER have I, and many many others - ever advised anybody to buy * or SELL* Scancell stock, or made any predictions regarding share price.
.
However, back to my point =
"So during the period 2013 to 2015 when Scancell should have been selling SCIB1, nobody would touch them."
Sureleeee, R G could see 'nobody was 'pushing the opposition out-of-the-way' to do ANY KIND of concrete DEAL.... but it is now the back-end of 2017 and REAL progress appears to be years away
and ANY = REAL progress needs REAL FUNDING
Which shows no signs of being ANY NEARER
.
A "Pull your finger out" call, might be the theme of this years AGM ??? 0 / -

[tosh123] 19/9/2017 15:20

Bob,
my post wasn't putting words in your mouth, more of an observation gleaned from your various posts, if it came across that way, then i now make it clear that that was not the intention.
As for advising people to invest here , i think theres only ever been one person guilty of that charge !
Lets just hope that between all the BOD members, they manage to coordinate some kind of deal that will negate any further dilution, whilst still allowing the required trials to get to completion.
The potential is massive here, but then again, so as the risks.

[bermudashorts] 19/9/2017 15:07

Tosh,

Don't put words in my mouth. I'm not protective towards RG and feel no loyalty towards him whatsoever. Of course he has made mistakes and I'm sure with hindsight there are things he would have done differently. I like to think that I am pragmatic and that any views I have are based on sound research.

Just for the record, I have never, ever advised anybody to buy Scancell stock, or made any predictions regarding share price.

[gooosed] 19/9/2017 14:59

BS - frustration reigns supreme at times. When you have the next generation of Oncologists/investigators such as the likes of Jason Luke MD asking Richard Goodfellow publicly on twitter to be involved in the SCIB1 combo trial - it does serve as a gentle reminder that despite industry (Pharma) sentiment - the guys at the coal face as it were, want to be associated with Scancells Immunobody.

[tosh123] 19/9/2017 14:51

Bob,
i admire your continued faith and protective stance, when talking about RG, I honestly wish that i had the same level of loyalty towards him, unfortunately, that particular horse bolted many years ago.... hence why i started to trade down my position, to the level that it is now.
It is understandable that some shareholders are up in arms and want to see the back of him, mainly due to his very poor performance. You need only look back over his various statements and then try to tally those statements to any form of shareholder value, to see that far from producing anything positive, the complete opposite is in fact true.

In any other firm / industry, his position would have become untenable a long time ago. He has lost the support of many people, and , i have it from a very good source, that he was also somewhat instrumental in the demise of DE ( they had differing visions of where to take the company, so im informed ).
Granted, at the time i was calling for one of them to go, as it was very apparent that they were either at odds with each other, or they were both blithering idiots, it transpires that the former was true.

[bermudashorts] 19/9/2017 14:44

Panama, frustrating isn't it?

[bermudashorts] 19/9/2017 14:42

Lozan, if you look at timelines here in conjunction with what was going on in the wider field it makes much more sense:-

2010 - Dendreon's Provenge receives FDA approval - first ever cancer vaccine

2010 - SCIB1 trial commences

2012 - SCIB1 phase I complete - phase II commenced

2012 - SCIB1 phase II - MHRA approves extension of dosing period to 5 years

2012 - SCIB1 phase I results so good, decision to evaluate extra cohort at 8mg dose

2013 - SCIB1 phase II (4mg) recruitment complete

2013 - GSK melanoma vaccine fails phase III trial

2014 - Opdivo approved by FDA - PD1 checkpoint inhibitor

2014 - Keytruda approved by FDA - PD1 checkpoint inhibitor

2014 - Dendreon files for bankruptcy due to poor sales/high debt

2014 - GSK lung cancer vaccine fails phase III trial

2015 - SCIB1 final 8mg patient recruited


From 2010 to 2013 the strategy was to complete the SCIB1 phase I/II and then sell the platform or Company. Given the success of Provenge, the excitement around cancer vaccines and the fact that LD believed SCIB1 was superior, it seemed a reasonable strategy. Patient nos. at 35 were not at all out of line with the industry. All was going to plan, but look what happened before the SCIB1 trial was complete. Checkpoint inhibitors arrived, but more importantly there were high profile and very costly cancer vaccine failures. So during the period 2013 to 2015 when Scancell should have been selling SCIB1, nobody would touch them.

At what stage then should Scancell have raised cash for a larger trial? It's easy to say they should have run larger trials sooner, but exactly when in the timeline above should Scancell have gone back to the market and raised £10m or £15m for a larger trial?

[inanaco] 19/9/2017 14:27

He is starting on you now Boom ... it's all just constant repeating ..

[panama7] 19/9/2017 14:18

Bermuda, you have been banging the drum about having Flaherty et al on board for the last 18 months, didn't make a blind bit of difference when negotiating fund raising. One would have thought that having them on board would have strengthened Goodfellow's hand but no it has made no positive difference whatsoever.

[the real lozan] 19/9/2017 13:56

P S
Some might opine -
That 'needles in MORE ARMS' could provide REAL direction / drive and be = more effective
Than
MORE ....BUMS on seats at 'presentations' ???
.
MORE action .... less talk

[the real lozan] 19/9/2017 13:46

WHY did / has it taken Sooo long to move to the NEXT STAGE ???
It might have dawned on someone to hold 'bigger trials / more patients' years ago.
They at least would have = 'More Ammo'

[bermudashorts] 19/9/2017 13:35

Sorry, Loz, not with you. Do you mean why did it take so long to decide upon and plan combination trial for SCIB1?

[the real lozan] 19/9/2017 13:31

BoB - I know and I agree { as usual}
Just one thing to 'ponder-on'... *WE* hear, very often, "the good" headlined by " ALL patients {almost} still alive after 5 years".
EXCELLENT.
BUT
WHY did / has it taken Sooo long to 'Move-up-a-gear' to the REQUIRED ...NEXT LEVEL ???

[bermudashorts] 19/9/2017 13:21

Lozan, it's like most bios. Very little going on in between news (either good or bad!)

[the real lozan] 19/9/2017 13:11

Gash -
It wasn't " a very thinly traded share " at the time of / just after = the 20% discounted / dilution = "Best ever fund-raising" ...was it ???
.
By - "Expect that to change as soon as major news comes out." ... Would that be "major news" about FUNDING ???
{ Which, for some, said was a 'major news' topic to 'bear-in-mind' - A YEAR AGO....
only to see "FUNDING was /is NOT an issue here" } ???
There is NO other topic AS MAJOR here { As I am sure you agree }

[gazza] 19/9/2017 12:54

Lozan, we all know it is a very thinly traded share. Expect that to change as soon as major news comes out.

[the real lozan] 19/9/2017 12:29

goosed , BoB -
All very well - some may find the 'sector' leaning towards ... 'buoyant'
So how does one explain - this portion { Sclp } CAN only 'attract' a volume of 6,000 shares as of yet , today ???

[bermudashorts] 19/9/2017 12:23

Interesting, thanks Gooosed. Seems a clearer picture is now emerging.

Smiler, Keith Flaherty, Paul Chapman, Omid Hamid, Jennifer Wargo, Jacob Sands, the ALCMI, the ALCF all consider Scancell's tech. worthy. Let's hope you're wrong in your outlook.