Scancell Share Discussion Threads

[gazza] 21/11/2017 22:19

Inan, what's your revised timeframe for £6 now?

[gazza] 21/11/2017 22:18

nipt: the risks were known but many chose to ignore themSound familiar?Very easy to pontificate AFTER the event.

[wanderer1210_0] 21/11/2017 21:34

"just like Oil drilling" of all the exploration rigs I've been on, never known of oil being drilled. Those where the days though, privy to well test info, kerching

[inanaco] 21/11/2017 20:00

time frames have changed Lozan ... i suggest you refer to scancells latest estimates then apply that to my numbers ... but again your not actually saying anything and nobody ever asks for your opinion ..

[the real lozan] 21/11/2017 19:52

re my post =
There ARE those who might like to see 'Alternative Views / Suggestions / Thoughts' which give 'reasoned BALANCE' as to how their investment / potential investment' here are doing /or may fair... in REALITY.
As opposed to a CON stant stream of FALSE CLAIMS /LIES and excuses that 'make up' a picture of 'how or why this 'investment' SHOULD perform / SHOULD have performed'
BUT DIDN'T / ISN'T
.
Some folks might like to see reasoned views from folks who have been PTOVEN to have been RIGHT.
Rather than, being misked by those who have been PROVEN to have been 100% WRONG
.
Does ANYONE...REALLY share with nany,the trHYPE, that this share, {currently 11.25p} - as HE CLAIMS ...WILL be £6 a share in 'now circa' 9 months ???

[gooosed] 21/11/2017 19:39

BS - Ha ha . . . . . sorry for the mental assault on the ears !

[bermudashorts] 21/11/2017 19:01

Inanaco,

I wasn't comparing Scancell to NIPT - I was simply commenting on your post about those with a balanced portfolio on NIPT taking a hit. Just very odd that you would single out those with a balanced portfolio as if it somehow validates your 'eggs all in one basket' views when actually the complete opposite is true. It highlights the danger of the eggs in one basket position.

However, since you brought it up, have you considered that many NIPT holders would have bought in before Illumina filed their patent infringement suit? They would have bought when NIPT was a promising bio with exciting tech and David Evans as Chairman.

As for your comment "so your "Utterly disagree" has failed, due to lack of reasoning"..............

[inanaco] 21/11/2017 18:27

Point i am trying to make boom

I would not suggest all in with NIPT ... because of that win/lose scenario which cannot be quantified without a judge

[inanaco] 21/11/2017 18:16

Exactly ..... its a personal thing .

however you cannot compare NIPT with SCLP from a single investment view point

NIPT was carrying a "legal" risk of failure

just like Oil drilling .. hitting commercial grade to failure to hit commercial grade.

thus carrying way high risk of a direct Hit to value.

so your "Utterly disagree" has failed, due to lack of reasoning

it also not taken into account the important element ... leverage of scale

Scancell has that phase 2 already in the bag which IMHO carries a way higher value than the current share price on its own.

[bermudashorts] 21/11/2017 18:15

Gooosed - oh no! You've taken my mind to somewhere it really doesn't want to be. Can't get that music out of my head now.

[the real lozan] 21/11/2017 18:15

There ARE those who might like to see 'Alternative Views / Suggestions / Thoughts' which give 'reasoned BALANCE' as to how their investment / potential investment' here are doing /or may fair... in REALITY.
As opposed to a CON stant stream of FALSE CLAIMS /LIES and excuses that 'make up' a picture of 'how or why this 'investment' SHOULD perform / SHOULD have performed'
BUT DIDN'T / ISN'T

[gooosed] 21/11/2017 18:09

BS - thanks for the link. Yes, Peter Brown has maintained a low profile. As Scancell were recruiting not so long ago, I guess it's all hands on deck, so I assume that he is still on the books.

"Mr. Peter Brown has been an Advisor of Scancell Holdings PLC since October 14, 2015. Mr. Brown is a highly experienced pre-clinical and clinical development consultant to the pharmaceutical industry. He served as Vice President and Global Head of Oncology at Teva Pharmaceuticals. He served as Vice President of Clinical Oncology & Experimental Medicine at Cephalon. Here, he led the clinical development program for bendamustine and was a Key Member of the team that completed the NDA submission that led to bendamustine's approval as TREANDA. He designed and conducted global clinical trials in oncology ranging from Phase 1 to pivotal Phase 3, including several first-in-human studies with novel agents. He authored over 60 peer reviewed publications, and has co-authored a number of patents relating to oncology drug development."



As for Chiplin . . . . . hmmmmm. I'm sure there's a fitting "Brian" Epstein anecdote somewhere, if he can drag himself away from the recording studio - that is.

[bermudashorts] 21/11/2017 18:06

Inanaco,

Sorry but completely and utterly disagree re. NIPT. Anyone who had their eggs 100% in that basket is in a much worse position than those who had a balanced portfolio.

As for the rest of your post, investment strategy is a very personal thing.

[inanaco] 21/11/2017 17:54

Lol ...

You would be hard pressed to say that today, as any investment that is based around One direct exposure needs research, understanding and forward thinking of how you see it playing out, Clearly by your own admission i have done that. So by expanding your P/f and diluting your time in research might not be as clever move as some make out. However yet again this, all eggs in one basket is a myth, for two reason

1. immunobody
2. Moditope

could be classed as Two companies with multiple pipelines on both programs spreading risk further

Clearly my investment P/F is not just about capital growth, as its dividend driven giving me the flexibility to live off it and still make non core investments that could yield capital grow but more importantly leverage of scale ..

leverage of scale ..

Involves market size and potential.

Now at this stage of play one needs to apply that factor to each of your P/f share
that is reliant on capital growth and not in the short term on dividends

Ie Dividend income shares are not in the same section as Capital growth shares.

Tax efficiency should also be included.

so Value the leverage potential of each share then compare that to scancells ...

Not an easy task for your average investor ...

[bermudashorts] 21/11/2017 17:38

As for Scancell, I hope you're right and I hope it's a really big validation event!

[bermudashorts] 21/11/2017 17:36

Yes bad day there but not so bad if you do have a balanced portfolio. It's the folks with all their eggs in one basket who will be feeling it the most of course.

[inanaco] 21/11/2017 17:27

I see some who have invested in NIPT as part of a balanced portfolio have just taken a hit.

[inanaco] 21/11/2017 17:21

Boom ...

Maybe the elusive Validation Event appears via RNS requiring less intensive future showcasing by the management, and indeed as Richard is still a Board Member after stepping down, Scancells lack of presence at these events could be viewed as

upsetting the probability of balance to Lozans analytical Skills ...

[bermudashorts] 21/11/2017 16:50

goosed - re. your 12420. Scancell aren't down to present, or even attend Biotech Showcase this year. They've presented for at least the last couple of years. I guess it's difficult with RG stepping down as the new CEO will only just have started. On the other hand, what happened to Peter Brown? I guess he's still on the books and of course, JC's a short hop away.

[inanaco] 21/11/2017 15:38

How to Elevate "the obvious" into a theory ... By Senior Investment Analyst Lozan

History

Established the science of burning Oak ...
1. Control Air Flow
2. Wood Size.
3. Under-tray collection system

Established the science behind a big window.

1. Can see more
2. Increased heat loss in winter
3. Green house effect in summer.

laid out the rules for a Scam identity system

then broke it by scamming the 53p buyer .. and then de-ramped the share for the next 4 years, While burning the profit ....

[torquayfan] 21/11/2017 00:03

Goy if you have to assume that Inan got his words wrong and therefore must have meant something else (which he denies) and therefore he was wrong - that's a bit of a stretch ain't it ?
Fair play to Inan - he said it right. All good fun.

Thanks again for the music and Buona sera indeed.

[goyathlay] 20/11/2017 23:38

Good evening (or morning) Torq,

I am afraid Onan claiming precision of language is so exotic it borders on the supernatural: he sprinkles indefinite and definite articles randomly.

Moreover, he has previously suggested he will write a peer-reviewed article on immunotherapy. I am therefore fairly confident he was blowing a little hard, even for him.

Unless he was promoting Professor Durrant to the nobility. ;)


Glad you liked the earlier tune. It has that raw and unpolished Americana sound that you have previously appreciated.

Let's have some Sera. Buona sera old friend