Scancell Share Discussion Threads

[oldnotwise] 14/3/2018 10:04

Miavoce
Ref Your 14669, sorry didn't see all the posts inbetween...
ATB

[inanaco] 14/3/2018 10:03

If you want to know what investing in a wide P/f of bio looks like

check out WPCT

[oldnotwise] 14/3/2018 10:01

Miavoce
That's kind of you, maybe... who knows?
ATB

[inanaco] 14/3/2018 09:59

Lozan .. enough of your garbage

ATB

[inanaco] 14/3/2018 09:43

so basically .. if your trying to put down scancell, just consider the experience that has been built up by a few posters... it looks great i cannot find fault in the model,

Imagine how that all looks from Lindy's eyes ?? the real expert. They know what they have.

[inanaco] 14/3/2018 09:38

Now the reason why many companies have switched or have advanced to TCR

is very simple ..

One they could not build a vaccine powerful enough

like Immunobody

and they could not find "novel antigens" reactive enough to hit the efficacy targets

which is why many companies advanced the check point side as per Genentech speech as per crumbs post

Scancell is win win ... tick tock

[inanaco] 14/3/2018 09:32

But again ... enormous expenditure on the "search"

compared to scancell,

trying to put this "risk" into context when you look at invested capital v reward

this is exactly why i try and understand not only scancell but "others" therapy as well

it allows me to build a picture of the pecking order.

based on Efficacy, expenditure costs, and deals achieved.

[inanaco] 14/3/2018 09:21

Well .. the point of that post was very clear ...

the value of the antigen ...

does not matter how powerful your vaccine is ... it has to have target antigens, and they are so difficult to find.

Lindy has discovered 37 so far ...that are Immunogenetic ie. they respond to the immune system

what they have not said is how many they have screened and tested for use.

every cancer is personal ... so you have to find "common" antigens as well otherwise you become personal vaccine rather than a universal (cancer type not every cancer)

you can look at Immatics as well ... the antigen search

hxxps://immatics.com/tcr-discovery.html

Roche licenses Immatics target for the development of cancer immunotherapies
We are excited to announce that Swiss healthcare company Roche has exercised its option to exclusively license a proprietary immunotherapy target from btov portfolio company Immatics for further development and commercialization in oncology. Immatics is a clinical-stage biopharmaceutical company spearheading the development of advanced immunotherapies that are active against multiple cancer indications. Read more here.

but again its a private company so very few specifics

Quick Facts
150 Team members
>100 Targets covering 20 major solid and liquid tumors
About 80% of discovered targets are novel
2 proprietary technology platforms
8 proprietary development programs, thereof 2 in the clinic in 2017
Multiple partnered programs
Raised more than $230m in cash in five financings

[miavoce] 14/3/2018 09:12

Thanks ONW I expect that you are correct.

[the real lozan] 14/3/2018 09:10

Mamma - re. 14665 -
"which of these do you believe to be more likely:-"
A or B ???
What about 'C' = 'Are folks here to make 'money' ???

[oldnotwise] 14/3/2018 09:04

Miavoce
I think the situation with SCLP this time round (since Feb 2018) is a great deal different.
I believe that many have learnt that simply having a target/"valuation" does not mean that the share price will simply move -in regular increments- to that figure (as some believed would be the case in 2012.
Obviously there will be investors who still believe that to be the case.... but...
So the difference now is that most understand that SCLP potentially has an attractive future with enhanced commercial/research linkages and encouraging fundraising potential but not necessarily non dilutive (another risk parameter), and there's hopefully a greater understanding of the timescales involved...
So there's likely to be a mix of the "get rich quick" hopefuls who don't give a monkey's about anything other than the share price direction (and there'll be more of them along as we progress) and those with a varying degree of understanding and dedication to keeping up with SCLP's science and commercialistion.
So from my perspective I imagine there'll be a mixture of both your types a and b in Scancell Investor base (as much there is in any shareholder register).
AIMO
ATB

[drdobson1] 14/3/2018 09:02

Agree with wanting to move on.
Let us just enjoy our future success together with balanced and informative posts and avoiding any personal attacks.

[miavoce] 14/3/2018 08:41

Hi the real lozan

which of these do you believe to be more likely:-

a) People are buying SCLP shares purely because poster here and elsewhere are saying SCLP share price will increase dramatically i.e. sheep like behaviour.

or

b) People are buying SCLP shares because they have read the RNS's, watched / read the presentations, considered the partnerships etc and believe that the company has some potentially very very valuable assets which will lead to a significant increase in the share price

You seem to be implying (a) in you posts - is this the case ?

[tosh 123] 14/3/2018 08:36

ONW
Precisely.
£12 - £6 were just fairy tales designed to lure the unwary. People were hoodwinked by false claims and ludicrous lies.

Lets draw a line under that now though, as a few people have said, its time to move on and look forward, the future is a lot rosier now.
It would appear that the new BOD have a clear strategic plan, so no more fumbling around. Lets hope that their plan culminates in further share price appreciation.
What we don't need though is a repeat of the last 5 - 6 years of over hyped nonsense.
Lets keep it real and enjoy the ride... IMHO

[oldnotwise] 14/3/2018 08:33

Gazza
Or maybe the investor limits the amount invested in the Higher risk stocks to accomodate his/her investment risk acceptance?...
I'm scratching my head trying to think of an equity that carries no Investment Risk... No, can't think of one with a share price lower than the target valuation....
:-)
AIMO
ATB

[gazza] 14/3/2018 08:26

Old, precisely. We invest in high(er) risk stock for higher rewards. If those rewards turn out to be average we may as well have invested in low(er) risk stocks and slept better at night!

[oldnotwise] 14/3/2018 08:22

Fulham
The reason many are/were significantly under water in this share was because they invested in order to achieve a set of targets which were unrealistic at the time (up to £12p/share).
Since the share price got to 64p they accrued (in some cases actual) losses - some were not able to invest for the longer term, so the level of the expected return dictated the Risk that they took into their portfolio.
As a result some who actually realised losses took a cash hit rather than merely suffering disappointment.
ATB

[oldnotwise] 14/3/2018 08:14

I do hate this cut and paste stuff normally but:
QUOTE
Definition: Investment risk can be defined as the probability or likelihood of occurrence of losses relative to the expected return on any particular investment. Description: Stating simply, it is a measure of the level of uncertainty of achieving the returns as per the expectations of the investor.
UNQUOTE



Hence any investment made to achieve an arbitary value higher than the current share price caiies RISK.
ATB

[fulham1305] 14/3/2018 08:12

Oldnotwise agreed but i would say a 500% return rather than a 5000% return is disappointing rather than a disaster

[terror] 14/3/2018 08:07

The MFF lost all its credibility when it started mass banning of posters with a contra view to the incumbents.

Such a terrible business model, turning away customers to appease the low morality of 24 hour posters intent on ramping at any cost.

They deserve to be down for a long time.

[oldnotwise] 14/3/2018 08:07

Fulham
If the value of a company is x p / share, and investors are attracted to buy that company's share in order to realise that valuation, then failure to achieve the stated value is indeed an Investment Risk (because the investor expects to realise that value).
AIMO
ATB

[fulham1305] 14/3/2018 07:56

Gazza . very valid points. but is that really a risk. its more of a disappointment. Whilst we own the IP we do however hold some cards though we obviously lack cash, infrastructure and so forth. Whilst Moditope is seen as a land grab, new market and so forth, feeling optimistic on how far we can take this plus immunobody with both Cancer Research projects (assuming we win the challenge of course) we are not exactly in a bad place.

[gazza] 14/3/2018 07:51

Have to agree with Fulham. Time to draw a line and stop the constant point scoring. I think we all get it. The old excuse of protecting the unwary and gullible just don't wash anymore. If you believe you are doing a public service, your not! It's just boring now.