Scancell Share Discussion Threads

[panama7] 12/3/2019 16:24

Goosed, you state you have no confidence in Holloway at all, did you have confidence in Goodfellow as our current situation is down to him as much as anyone else.

[bermudashorts] 12/3/2019 16:23

As far as I can tell he's suggesting a change in strategy and I can't see any reason why that's impossible. Unlikely now, yes but impossible? Why so?

[inanaco] 12/3/2019 16:22

Bermuda ..

Scancell is not Private ... unless they take it private ... Ivy is the expert on that one FRR

[inanaco] 12/3/2019 16:21

Bermudashorts

Knowlesi is suggesting POLICY Change ...

impossible

[panama7] 12/3/2019 16:18

Goosed, you could always email DE at [e-mail] . He has always responded to me in the past and comes across as a very decent honorable sort.

[bermudashorts] 12/3/2019 16:14

knowlesi - I missed that post.

Inanaco - If they IPO'd in the US then they wouldn't be private would they:) Speculative thought is a vital part of deciding whether to press they buy or sell button.

[inanaco] 12/3/2019 16:10

knowlesi ...

look at the position you have got yourself in .... by posting in opposite directions at the same time ....

[knowlesi] 12/3/2019 16:04

Boom - careful Inanco might "Overwhelm" you like many others apparently when it comes to the science. One of the greatest posts ive ever seen - sadly someone had it removed.

[inanaco] 12/3/2019 16:03

Bermuda

If Scancell was Private they would have IPO in the US ....

and SCIB1 is not going to be left on the shelf .. and indeed Knowlesi is not and never will be in a position to push that at Board level

maybe better to discuss what is relevant rather than what isn't as your only power is to press buy or sell ... and that really is not possible based on a speculative discussion that is not relevant because its Scancell policy to start H1 2019

[bermudashorts] 12/3/2019 16:00

Looking to the future?

[bermudashorts] 12/3/2019 15:51

Inanaco,

I think if Scancell had been a privately held company they might well have put SCIB1 to one side and concentrated on Moditope. With limited resources they obviously have to prioritise and the platform with most potential and the longest patent is Moditope. They already have clinical data for SCIB1 and CRUK validating the ImmunoBody platform with a decent sized trial.

Attention seeking or raising a point worthy of discussion?

[inanaco] 12/3/2019 15:50

and you still did not sell Tosh ........ ATB

[gooosed] 12/3/2019 15:50

Fwiw - agree Berm.

Not to mention CF's holding up for grabs.

I have no confidence in Holloway at all, have even less faith in Chiplin's strategy & quite what Alan Lewis contributes while riding the gravy train is a mystery.

Perhaps, DE, if you are about, you would provide an opinion as to why after a Pre-IND & nine months later there is still no answer on the IND & whether you consider the current state of play (given added access afforded by ODD status) to be normal ?

[tosh123] 12/3/2019 15:47

Extreme posting = No Risk - £ 8 - results of trials will be positive, guaranteed - tests in mice will definitely be replicated in humans - No funding needed - Funding is sorted - GC is in the bag -
These and many many more DEFINITELY constitute EXTREME POSTING.

[bermudashorts] 12/3/2019 15:11

I can understand where Knowlesi is coming from but a 250 patient trial for SCIB1 will cost a minimum of around £25m and Scancell would have to start the whole process of trial design, IND etc. over again. Then you add in £5m for Moditope trial and you're up at £30m earmarked just for trials - you'd need extra to cover running costs. I can't see how Scancell would be able to raise that sort of a figure (or anywhere close) by OO - no matter how well they communicated. It might be different if they had a decent percentage of shares in ii hands and could gauge the likely uptake of any offer. Sadly that's not the case and OO's are an expensive way of raising capital - they could spend a great deal of time and effort on an OO that is likely to be undersubscribed and still be left with a large funding gap.

Just have to hope that they reach an inflection point of some sort before they have to raise funds - whether that's a BioNtech licensing deal or something completely out of the blue.

[tosh123] 12/3/2019 14:42

Panama,
i can be almost certain of the fact that there are no buyers out there for Scancell at 65p ( much as i would love to believe that to be the case ).
IMHO, any sale would only attract a premium of about 20p on our current SP, at the moment.
That may well change if the rabbit hops out of the hat, but if that doesn't happen, we're stuck with a full reliance on BioNtech, supposing of course that the bunny isn't BioNtech anyway.

[tosh123] 12/3/2019 14:25

A massive round of applause for Knowlesi... a beacon on a very foggy and unwelcoming hill.

I doff my cap to you sir.

[panama7] 12/3/2019 13:53

Isn't today 12th March, did the Inane one not state a while ago that there would be an update/approval of the IND today. I can't believe it hasn't happened because he has been 100% right about everything so far.

[gazza] 12/3/2019 13:21

Bermuda,
Thanks for the reply earlier.

Loz,
Long hand spreadsheet quite feasible. The first spreadsheets were being used about three thousand years before computers. Either the Egyptians or Assyrians can't remember which off the top of my head.

[the real lozan] 12/3/2019 12:54

"NO RISKS" -
In keeping with HIS 'platform of arguement' =
I see no evidence that 'the theory' that the current 'All Time LOW S P' CANnot be attributed to the 'influence' of - Sun Spots.
"Prove me WRONG"

[tosh123] 12/3/2019 12:36

ONW,
your graph is wrong... surely it should be support at £1 and resistance at £8 or £30.

And that is guaranteed as there are no risks.