Scancell Share Discussion Threads

[inanaco] 28/5/2018 14:41

loz's accounting error .. speculating on others average


loz's accounting error .. he has no money to invest


loz'z basic error .. DNA ...

[inanaco] 28/5/2018 14:38

Loz's accounting error

forgot to buy at 10p ...

[the real lozan] 28/5/2018 14:10

"PLAYING" ???
Quite easy to see who is actually "PLAYING" here.
The WISE, more ASTUTE, by using 'common sense' have placed themselves in a 'strong position' to 'take the cream' IF... things 'pan-out' as hoped.
The WISE don't NEED to 'invent' FALSE CLAIMS or 'make-up' unsound predictions such as silly "£6 a share / £8 a share" fictions as to 'results' of trials in YEARS to come, even BEFORE 'trials' have been set-up, never mind, BEGUN.
However
IF one has 'invented' and swallowed one's own trHYPE, and thus by 'BAD judgement and BAD trading'...PLAYED one's self into a position of HAVING TO 'sit-on HUGE LOSSES', it is quite CONceiveable that a SPIV... HAS to try to 'create a market demand', by labouring night and day, to CONvince HIMSELF and others of 'JAM tomorrow' / 'JAM in YEARS to come'.
.
The WISE, more ASTUTE followers who practice 'common sense' don't feel the NEED to.
Long way to go here.... No NEED for the WISE to make the error of 'Counting One's chickens before they hatch' drama.
.
How long do *WE ALL* think it will take, before the trHYPE swallowers and SCAMMERS are EVEN in a 'break-even' position ???

[gooosed] 28/5/2018 13:57

"It's reasonable to expect there will be more news to come in the first half of 2018" - RG in closing of Proactive interview 12 Jan 2018.

This was in relation to other discussions "both commercial & other" - the clock is ticking as we are about to enter into the final month of H1 2018.

[inanaco] 28/5/2018 12:57

excellent post ... further proof Non shareholder Loz as he posts


Would it not be WISE, more ASTUTE to 'Wait and see' the 'results' first ???


only if your buying IMM loz

thanks for playing ...

[inanaco] 28/5/2018 11:16

bit of easy reading for you Loz ...

help you get started


hxxps://www.nice.org.uk/Media/Default/About/what-we-do/NICE-guidance/NICE-technology-appraisals/methods-guide-addendum-cost-comparison.pdf

[inanaco] 28/5/2018 10:58

then we move on to lung cancer

"""While the two nemeses have racked up competing indications across various cancer types, the rivalry started in melanoma, the disease area in which each drug won its first-ever approval. Merck got the party started back in September of 2014, with BMS following up with its own OK that December.

These days, though, investors are focused squarely on first-line lung cancer, the immuno-oncology market’s most lucrative setting. Also at AACR, both companies rolled out positive results for their combo regimens, with Merck’s Keytruda-chemo combo posting big overall survival data across the PD-L1 spectrum and Bristol’s Opdivo-Yervoy pairing successfully staving off disease progression in patients with high tumor mutation burden.


welcome to the world of SCIB2 ...

again straight in the firing line to one of the biggest markets in oncology ...

[inanaco] 28/5/2018 10:54

So the melanoma market is huge,

this is the Key ....Standard of care

Treatment that is accepted by medical experts as a proper treatment for a certain type of disease and that is widely used by healthcare professionals. Also called best practice, standard medical care, and standard therapy.

Once SCIB1 is taken up by the main stream, and if it can double PD1 efficacy it will

then we will become the dominant treatment because of safety and ease of use. (don't have to inject solid tumours)

so the issue is this ... Lozan

can you show us any other product that could surpass this ? (pre-clinical or clinical) and separate out if that product or combination would not benefit from the addition of SCIB1 so as to only show direct competition ...


so you have a big headache... i can easily get to £8 a share, can you show only 15p after trial results ...

LOL

[inanaco] 28/5/2018 10:27

Only 1 product SCIB1 ...



The value of the melanoma therapeutics market was estimated to be $3.3 billion across the seven major markets (7MM US, 5EU [France, Germany, Italy, Spain, UK] and Australia) in 2016. This is expected to grow to $5.5 billion in 2026, at a Compound Annual Growth Rate (CAGR) of 5.3%,

Data and analytics company GlobalData expects that there will be nearly 207,000 cases of melanoma in 2026, rising from nearly 166,000 in 2016. The company’s latest report: ‘PharmaPoint: Melanoma’ states that this increase, coupled with an anticipated increase in prescriptions for branded agents, will drive growth of the global melanoma market over the forecast period.

The 2011 launch of Yervoy (ipilimumab) propelled Bristol-Myers Squibb (NYSE: BMY) onto the melanoma market and positioned the company as the premier immuno-oncology player. Yervoy has rapidly become the best-selling brand in melanoma, achieving blockbuster status in 2014, with growth fueled by recent label extension in the first-line (1L) setting in Europe. The 2014 launch of its second melanoma asset, the anti-PD-1 antibody Opdivo (nivolumab), allowed B-MS to further strengthen its position in the checkpoint immunotherapy and melanoma markets.

Louis Perdios, healthcare analyst at GlobalData, comments: “GlobalData expects Opdivo/Yervoy to continue driving the robust growth of Yervoy’s sales. However, it is anticipated that Yervoy will be eclipsed by Opdivo, which will become the market leader at the end of the forecast period. We expect the checkpoint immunotherapy drug class to dominate the melanoma market for both BRAF wild-type (WT) and BRAF V600 mutation-positive patients, with an overall 72% share of the melanoma market in 2026.”

As the melanoma market becomes increasingly saturated with the development of anti-PD-1 immunotherapies across the various lines of treatment, GlobalData expects developers of this drug class to increasingly focus on PD-1 combinations with other targeted agents. This strategy is expected to improve response rates and treatment outcomes, and may help differentiate from competitors.

Dr Perdios continues: “GlobalData expects the development of safe and effective drug combinations involving anti-PD-1 immunotherapy to remain a significant R&D strategy for developers looking to compete with BMS during and beyond the forecast period.”

Key Opinion Leaders (KOLs) interviewed by GlobalData report disappointment with the efficacy of current adjuvant interferon treatments for high-risk Stage II and III melanoma patients. GlobalData’s primary research confirms that a large proportion of these patients receive surgery with no drug treatment and without entering clinical trials. KOLs reported that despite the availability of interferon adjuvant therapy, a significant portion of these patients will ultimately recur or progress to metastatic disease.

Dr Perdios adds: “As a result of this unmet need and the large patient pool, the melanoma adjuvant setting represents a lucrative opportunity for drug developers. We expect there to remain high commercial reward for developers of efficacious and well-tolerated drugs that can improve the cure rate and cater to this large population of patients.”


lets repeat that bit again Lozan

We expect there to remain high commercial reward for developers of efficacious and well-tolerated drugs that can improve the cure rate and cater to this large population of patients.”


can you post any data that would indicate SCIB1 did not meet this criteria ?

adjuvant and Combination ?????

because with it loz your posts are worthless except to head in Bucket folks ...

[inanaco] 27/5/2018 10:53

Gazza
Good .. enjoy the bank hols

[gazza] 27/5/2018 09:25

TF, yes, that is what I was hinting at when I said "in anticipation". We have been waiting a long time for the "penny to drop" despite all the papers on "the science". Maybe we need the pounds to rise before the penny drops? Imo

[torquayfan] 27/5/2018 03:58

Gazza - Investors are trying to spot and invest in likely risers - significant increases in share price will then preceed the cast iron demonstrable value. The framework of Scancell science is so widely based now that when the penny drops here and there, sentiment will start to change taking the share price higher, sooner rather than later. Just MO. Maybe we'll see £1 by the end of this year - who knows ?
Wish you a nice weekend. GLA

[gazza] 26/5/2018 12:15

TF a few years to get to £??????s. How can you say that is too long when there is no figure on years or £££££s ?!!!!Let's look at the earliest SCIB1. Possibly has a value of 1.40/share based on income. When will this materialise? 2/3 years?Of course, there is nothing stopping anyone paying 1.40 well before it materialises in anticipation of reaching this value and more on the basis of SCIB2 and MODI platforms. I think it is more difficult to predict time than value. We all know that if trials go well this will be valued in ££££s. What we don't know is when. I guess only time will tell. Aimo

[torquayfan] 26/5/2018 09:53

Gazza 15825 : ''I am more in the method 3 camp (like you) and hope the share will soon be up to 20p (I'll be in good profit) and over the next few years we will be stopping off at £1,£2,£3 ..... all the way to £???????''.

Gazza IMO you are too long on the timescales - remember when Moditope was discovered the share price got to 60 pence - now we have the Patent - 14 pence? When the penny drops surely £1 is possible soon. With Grand Challenge coming along (hopefully) and BioNTech interest plus SCIB1, SCIB2and Modi trials imminent.

IMO share price will move UP and build and sustain before too long now. Maybe there'll be a snowball effect - but it's anyone's guess and GLA

And enjoy your weekends !

[gazza] 25/5/2018 18:25

Same to you BS (and all) have a good weekend.

[drdobson1] 25/5/2018 18:14

baNANA only sees things in Black and White NO middle ground OR shades of GRAY for HIM.SOme advice.
TAKe the BLINKERS off and see the CoffEE and SMELL the view.
There Is of COUrse a 4Th way to Value ANYthing and that is to LIVE in NANA LAND.where ALL your £6 Dreams come true.
A land where EVERyone listens to and likes baNANA and where HE is KING.
Let him enjoy his dreams BUT in the REAL world where the cut and thrust of commercial life happens and the BIG players ply their trade and have enjoy the rewards of a successful CAReer baNANA is irrevalant AS in the REAL world baNANA has NO friends and NO ONE listens to HIM as he is a gibering HEDJIOTT as MY MA would say.
May all the REAL workers like Tosh/Gaza/Loz and MOI enjoy the Bank holiday weekend enjoying the fruits of our honest toil not like baNANA and his CONhest LIES and cheats

[bermudashorts] 25/5/2018 18:07

Thanks for coming back, am still struggling with that one but no point in getting into long debate on the subject. Think we all understand that there is no definitive method of coming up with a valuation for a bio. Time to enjoy bank holiday weekend with friends, family and a glass or two. Have a good one folks.

[gazza] 25/5/2018 18:02

BS, future costs would be a factor in the income method. Total spend is just one method, as you say, perhaps not the best way for a biotech.

[bermudashorts] 25/5/2018 17:14

Gazza,

Have never come across IP for biotech being valued by total historical costs. Future costs obviously are one element which have to be taken into account but how do historical costs have any impact on current value?