Scancell Share Discussion Threads

[the real lozan] 30/10/2018 10:21

BoB -
"it's not the cost in ££s, it's the time and focus from LD's team that's needed."
Fair comment -
However, some might opine... it's the time and focus from LD's team that's needed.
IS what costs £££;s.... as months of cash-burn 'tick by'
£££;£s SCLP don't have to fully devote to ALL the 'plans' / trials / salaries.
Those £££;s will not /are not available
Nor will they be.. by repeated 'piece-meal' mini fund-raisings
.
Which is WHY, some folks realise =
This NEEDS someone who HAS the funds to convert 'HOPE into REALITY'....SOON

[agema] 30/10/2018 10:12

Big Pharma need to see something they want to buy. Does not look like they have seen it yet in here. That’s why I think a trial with successful results would do it.

All we see is trial delays. Hence the falling share price From 70p to 8p is a hell of a drop.

[bermudashorts] 30/10/2018 09:57

Agema, I agree but the sale of one star performer could fall apart when the buyer discovers his rivals can easily take the market with their own star performer based on the same tech. It's not an either/or situation and only Lindy Durrant knows when she has to stop, ie. when she has covered what is needed.

Again, I'm not expressing any opinion here other than trying to answer Panama's point about why they're continuing to research. You'd be surprised at the amount of preclinical data and research that's needed to support a patent application - it's not the cost in ££s, it's the time and focus from LD's team that's needed.

[agema] 30/10/2018 09:48

One star performer will sell a company.4 average performers not as advanced will not. IMHO.

Good day all.

[wigwammer] 30/10/2018 09:44

Surely it depends on the cost of broadening the IP. My guess is, and happy to be shot down, it is tuppence relative to clinical trial costs, and a large part of it will be subsidised. Strange there is no mention of the US patent application this morning.

[bermudashorts] 30/10/2018 09:43

Agema,

You've just highlighted exactly why it's a catch 22. Anybody licensing the Moditope platform or buying the Company will want to see that the IP is fully protected - at least that patents have been filed and published. On the one hand, it's essential to move forwards and run trials to get the clinical data required to secure a deal. On the other it's every bit as important to carry on with preclinical work on other products arising from the platform. For example, nobody will want to license Moditope, even with great trial results with citrullinated peptides when a competitor could come along tomorrow and bang in a patent for homocitrullinated peptides. So they have to do both.

[agema] 30/10/2018 09:34

If they have a choice between broadning the platforms and products and getting a platform or trial much further advanced surely the latter would be more attractive to the market and any potential buyer.

Too many fingers in too many pies. Concentrate on putting their whole hand in one.

[bermudashorts] 30/10/2018 09:31

Agema,

Ha - that wasn't exactly my point. They HAVE to keep broadening, they CAN'T stop, not if they want to protect the IP.

[wigwammer] 30/10/2018 09:30

Lol gaz. Yes you need a plan and even with a good plan it will probably take a long time. Not sure the pre clinical costs of the new technologies are quite what people are suggesting.

[gazza] 30/10/2018 09:24

Wiggy,

"But that’s a bit like a football manager saying - hey, why don’t we win the champions league this year?"

You need a plan, getting out the Bostik league would be a start.

[agema] 30/10/2018 09:20

Great point Bermuda.

Totally agree. They need to get something through as far as they can to near commercializesation rather than broadening a portfolio that is stuck in first gear. Everything is grounded, concentrate on getting something in the air.

[wigwammer] 30/10/2018 09:14

Not sure what this board thinks it is debating. Of course they need to commercialise and find a big partner. But that's a bit like a football manager saying - hey, why don't we win the champions league this year? Good idea, boss. The point is - how do they get there? SCLP's view is - keep proving up the assets. Exactly what they are doing - along with Karolinska, Biontech, CRUK etc.

[bermudashorts] 30/10/2018 09:04

Panama,

Trouble is they're in a catch 22 situation - they have to keep up with the 'invention stuff' to get the IP protected as quickly as possible. They know/believe that different modifications/peptides will have therapeutic value but patent applications need to be supported by hard evidence - ie. research data. So they find themselves having to do all this research to get the patent applications filed.

The catch 22 bit is that you could go on forever broadening the portfolio but they need to take it forwards as well as sideways (if that makes sense)but with such a small team and limited resources that's very difficult. As you have all said, they need to commercialise and soon.

[agema] 30/10/2018 08:47

ONW

I totally agree with your post. They need big money financing to get the Moditope platform through to the end game. Cash raising from this very low share price will not get them there.

Investment is all about Risk to Reward. There is plenty of risk here. Possibly plenty of reward if they get it right. A real gamble this one from here.

[panama7] 30/10/2018 08:29

Tosh & ONW, I think the cast majority of Investors attending today won't be remotely interested in the Science and only interested in the Commercial. What's the point of keep inventing stuff that so far no one wants.

[oldnotwise] 30/10/2018 08:28

P7
Generally agree your 18356, but I would say the know how (scientifically's) there, it's IMO simply the commercialisation. I think that's what you're saying, but if we now decide to "soldier on" as in the past, with an share price so depressed (and read that for any level up to 30p) I reckon any attempt to continue without outside support of a major nature is almost irrational. I can't see the BOD has any choice but to seek a financial partner of Global substance to get this heavyweight off the ground....
Given the BOD will have always been well aware of the likelihood of the potential of Moditope, maybe there is a chance we can enlist a "partner" but I really can't see how we can realistically expect to finance this from cash raisings any more....
The cry, "Help", now springs to mind... (but I hope that's not really the case and the BOD aren't as far in the financial doldrums as perhaps many think they are).
AIMO
ATB

[panama7] 30/10/2018 08:03

Tosh, ignore the idiot , there are at least a couple of sensible posters on the other Channel worth reading. Krafty is spot on this company needs to be sold ASAP, Scancell has neither the know how, the resources or the funds to take this Science forward , far better for Cancer sufferers and us Shareholders.

[oldnotwise] 30/10/2018 08:03

Tosh,
sorry, seem to be saying much the same thing :-)
ATB

[oldnotwise] 30/10/2018 08:01

Well, we've been given the good news for today's gathering to revel in... but what's the cost?
Hopefully someone can get an idea from the BOD as to how they envisage funding the development of everything that comprises the IP or whether we need selectively to dispose of parts or all of the amazing discoveries that have been made by our esteemed CSO.
So, the CSO's presentation is a true stadium event (as in every year to my knowledge since 2012), what good news are we going to receive from the Chair/CEO?
I'd really hate to think that this is going to be yet another "Science" fest.... I'm hoping for some Commercials to redress the (now) massive disconnect.
So, come on let's get a real rabbit here (it might explain the recent odd market events.
I do hope so.... :-)
AIMO
ATB

[tosh123] 30/10/2018 08:00

Profit master,
the RNS is nothing more than an attempt to detract from the total chaos that has been evident over the last 12 months.
It has been strategically released so that there appears to be some good news, to try and counter all the other bad news.
I bet they will try to get the AGM to focus on this rather than all the other deep rooted issues that are more than evident.
It is designed to stimulate questions about Modi, that way, when the Q & A section comes up, they will try to use all the time answering questions on Modi, thereby sidestepping and real issues.
It stinks !

[tosh123] 30/10/2018 07:33

And this from the idiots love child .... " Even Lindy could not put her hand on her heart and say " this will work".

And with that one sentence, Ineptico's statement of " theres no risk here " is blown into the air, 100% destroyed.

Yet the clown still thinks that he is able to predict something that even the creator of the science cant.
What an ego this pot plant has.
I've honestly eaten vegetables with more personality and, more importantly, with more intellect as well.

[tosh123] 30/10/2018 07:24

This is brilliant... " The problem with ""project Fear"" is, the smart folks see through it, and still vote to buy the share.

Absolutely bonkers.... the smart folk see through it, and still vote to buy !!! no they don't ! the share price has continually collapsed, so the smart folk sold a long time ago, when the share price was in the 30's, meanwhile, the village idiot Ineptico was still buying, and telling others to do the same ! Smart ? I dont think so !

What a total plank.

[profit master] 30/10/2018 07:12

RNS = more jam tomorrow more cash today!