Scancell Share Discussion Threads

[bermudashorts] 20/12/2017 14:08

Agema,

Some other companies with partnerships with CRUK are listed below - can you find me one with disclosure of the financial details?

Celgene
Eli Lilly
Medimmune
Pfizer
AstraZeneca
GKS
Bicycle Therapeutics
Immatics
Merck
Roche
Teva
SCANCELL
Asterias

Are they all hiding something or could it simply be that financial details of CRUK partnerships remain confidential? The fact that you are trying to find a negative angle on this is strange, the fact that this is the best you can come up with shows what a good deal it is.

[agema] 20/12/2017 13:59

Tosh,

Great news cannot be too late to raise a share price. Great news raises it period.

The problem is, as I reported at the time, two fold.

Firstly. No details of the cost to Scancell or the dilution to Scancell to buy back the data. Nothing gets sold or partnerships without data. So in a roundabout way. The data is the ip. Good news gets fully released with as much info as possible. Bad news gets covered up in detail and just the headline gets released. Which is what has happened here. So no one knows how good or bad the deal is, but it points to a costly deal.

Secondly, all the big pharmas have looked at the data and decided not to participate. Despite major moves by the board, particularly in America. Still no big boy interest either side of the pond. You only go to charities as a last resort. As big pharmas pay bigger, if they are interested.

This is why the share price has not moved. As I predicted on the day of the RNS. Despite the usual Rampers giving it the big one.

[tosh123] 20/12/2017 13:36

rH,
i think its a terrific tie up and will ( in the fullness of time ) produce substantiated proof of concept, however, as you rightly point out, although its great news, its NOT the news that investors wanted.... its just a shame it didnt happen a while ago, 2 years + before any results, by which time, who knows what other treatments may be around !

RG clearly stated that he would be handing over the reigns in Jan 2018, with a large cash pool for the new guy to spend. This is what the market is waiting for, because if theres going to be cash, it means that a deal will have to have been done.
If theres no cash, then watch this tank back down to single figures again.
Ineptico can bang on all he wants about the science, but the science hasn't sold !
There are a multitude of professionals from various large Bio's, who would have had total access to the data room during the NDA procedures, yet still, no deal...why is that ?
If we truly have the holy grail, any one of them would have seen it, and as such, would have ensured that their company got exclusivity. They didnt, and that tells me something.

so in essence, its absolutely terrific news, but too late for many investors, and was not the news that everyone was waiting for. IMHO

[the real lozan] 20/12/2017 13:26

rHatton -
"Hopefully some further news on the way. But hope has been a dangerous thing with this share."
.
Hope so.
However - manufactured FALSE HOPE is a MUCH MORE "dangerous thing"

[rhatton] 20/12/2017 13:19

Lozon, I’d say if we are unsuccessful raising the funds then this is probably a 5p stock until the results of the SCIB2 trial come out. The more I think into this the more I see the SCIB2 tie up as being a good one as at least there will be a trial starting late next year or early 2019 which will prove one way or the other whether Immunobody can have an impact on check point inhibitors.

Of course moditope still there too and looks very promising but still need money for that to move forward.

Hopefully some further news on the way. But hope has been a dangerous thing with this share.

[the real lozan] 20/12/2017 13:12

rHatton -
" I don’t want to wait 2+ years and nor does the market!"
.
Looks like the market has already made up it's mind on that score = REALITY

[rhatton] 20/12/2017 12:53

Tosh, what was your take on the CRUK tie up?

I have a feeling that they will most likely be going back to the US and saying here’s the validation now can we have the money? But given the share price reaction there is still a lot of dilution to come as a result. I think they expected a better reaction to be honest.
Something could still be coming regarding moditope but unless that results in a drastically higher share price then I can’t see how scancell escape without massive dilution.
From the AGM recording it was apparent that the BOD are aware of this too.

Almost worth waiting until the SCIB2 results are out then getting the money after there’s concrete proof that it helps check point inhibitors. I don’t want to wait 2+ years and nor does the market!

[tosh123] 20/12/2017 12:43

Terror,
yes indeed, and unless the cash promised by RG is in the bank some time very soon, the share price will continue to drop back into single figures.
Lets hope that this time ( and for the first time ever ) RG has got his sh1t together and that a deal has already been agreed in principle, with funds to follow once announced.

However, I fear that the idiot may well let us all down again though... i hope im wrong.

[terror] 20/12/2017 12:25

The ASTUTE did warn that the share price rise would be short lived.

Yet again, it pays to dismiss the TrHYPE

[the real lozan] 20/12/2017 11:21

When inane-cur 'implies' HE and Prof Lindy are on 'first name terms', it is 'well known' in inner circles, that Prof Lindy has a 'pet-name' for inane-cur = Datdyk
Often heard - when switchboard inform Prof Lindy, that there is another call for her, [I believe they are allowed one call a week}
from a 'inane-cur'....
Prof Lindy has been heard many times to say =
"Oh, it's Datdyk again "

[inanaco] 20/12/2017 10:54

Thanks for the Xmas Card

[tosh123] 20/12/2017 10:53

His self gratification knows no bounds. His self inflated ego is off the charts.His claims of understanding are beyond the realms of anyone else, including LD. His self propelled importance is crucial to the company.

Reality ;- The guy is an uneducated oaf, a cheat, a massive liar, and he needs sectioning.
I have never come across such a horrible little man before. He gets shown up, time after time, yet even when faced with evidence of his failures, he still attempts to claim some sort of victory... the guy is absolutely bonkers.
He actually knows nothing at all. He is so tied up in his own ego that he cant acknowledge that he has been 100% WRONG on everything... yes 100% of the time.

He claims that people cant debate him... hahaha.
He claims that he knows best on all matters... hahaha.
He claims to be the expert on all things Scancell... hahaha
He claims victory on all occasions... hahaha

Of course, EVERYONE else is more than aware that all of the above is pure fiction, created by himself, in an attempt to conceal his very grave failings.
He has an uncontrollable need to create an alter EGO, because his own life is such a failure.
His personality disorder is clear for anyone to see. His cowardice when challenged is infamous, he runs away and hides like the pathetic little man he is.
There is nothing to like about the idiot, all we can do is pity him.

[rhatton] 20/12/2017 10:48

Agema what was apparent at the AGM was the need to validate the tech to raise the share price and make the company more enticing to investors.

The way I see it, two ways actually, has the CRUK partnership provided that validation that a US investor was looking for? Also has the CRUK partnership increased the share price enough to minimise dilution.
So in answer to the above I can’t tell regarding the first part but I’d hazardous a guess no for the second part.

So maybe they wait longer to go back to the US for the cash whilst trying to pin a deal on moditope to raise the share price? That is a possibility, but again means more delays to SCIB1 trial.

At least 2019 will mark SCIB2 into trails, that is certain. But also a long way away!

[torquayfan] 20/12/2017 10:08

Agema. For the 'will it' question, try Jan 10th ?

Yes of course there's been some disappointments as always - but I'd argue that the CRUK collaboration is a pretty impressive 'delivery'. Others certainly coming too !

Signing off now. It's lovely and warm here as evening approaches. I seem to be glued to my screens atm but am about to get a life . . Now !

[the real lozan] 20/12/2017 09:58

Agema -
History shows that, as a rule, RG often made 'little' statements, that were MADE into BIG 'statements of expectation' by the deliberate misleading trHYPE dept. of the BUY, BUY, BUY SCAM CREW.
Look NO further than the S P ... Where it IS, as opposed to where they insisted it MUST be......
BUT... isn't

[agema] 20/12/2017 09:48

TF,

Not a question of panicking. More a question of “ will it materialise.” Won’t be the first time RG has made a big statement and not delivered the goods.

[wanderer1210_0] 20/12/2017 09:47

Must say Goy, you have a eclectic taste in music, although it looks like the pale face may of influenced your choice. Agema, all three companies you mention should have a strong 2018 although if one does not perform the other two should hedge any PF, it's all about balance. I did mention DG (Vinci) they are a massive outfit and are diversified in many areas, from airports, toll roads, construction etc, well worth a look for steady growth.

[torquayfan] 20/12/2017 09:42

Goy just listened to that - not really party stuff though.
What about 'Rocking all over the World' for example ?

You've probably heard this before, but it's about Christmas and quite moving.



Neat link eh ?

Agema - those immortal words, 'Don't panic Mr Mainwaring' come to mind. ATB

[agema] 20/12/2017 09:34

TF

I hope the cash pile is not another false dawn. With the Christmas and new year holiday, time is very much running out.I fear it might be.

Happy Christmas to you too.

[torquayfan] 20/12/2017 09:28

Well Agema - Dr Cliff Holloway is starting on January 10th, so why not ask the question then ? Admittedly it would be good to see.

Goy - OK it's a party now.

A Happy Christmas to you both.

[agema] 20/12/2017 09:14

I thought yesterday’s postings were great fun. Congrats to all participants.

Wanderer. I am in the same three UK shares you mentioned. PFC, Lloy and Glen. They will all fly in 2018.

Back to Scancell, with Christmas upon us. What has happened to this cash pile RG is reputed to be passing to his replacement.?

[goyathlay] 20/12/2017 09:07

There are too many folk too tightly wrapped on these boards.


Not a single Christmas song either. Call this a party?

Great tunesmith, great chanteuse. I'm not wrong.

[torquayfan] 20/12/2017 03:07

C7 your 12926 - 'poignant' maybe. A few days ago on LSE I was sad to see you note a darker prognosis now given on your health - you also mentioned that you were given 6 months - 2 years ago. It does show that you can keep on punching and you know that EVERYONE will be with you on that ! ATB

'Hypocrisy' - well IMO you're not being hypocritical if now you feel differently and are sincere in that.

May I suggest that your first para, while welcome, is self-focused. It's Inanaco that has been at the butt of your lengthy and detailed disparagement for many months - somewhat feeding a frenzy with the other detractors here. You also called Inan, 'worse than a low life liar'.

So you now 'really feel bad' - is that for yourself or for Inanaco ? Maybe you could consider an apology to Inanaco, who for all his faults, (as we all have faults of course), did not IMO deserve the comments you made.

I realise what I am going to write now will attract some scorn from the loopy fringe, but as I have said before, Inanaco has been a good friend to you in the past and recently too - I have been surprised to see Inan assiduously answering your questions in recent months, despite all.

IMO that is to Inan's great credit. You TCOY.