Scancell Share Discussion Threads

[agema] 20/12/2017 18:48

Inanaco

Scancell may be able to buy back the trial data. But at what price or dilution.?

No Big Pharm will buy or partner Scancell until they have studied the trial data. What is the price for showing the companies the trial data.?

If the trial was that well validated. Why do the big pharmas not want to partner, get involved.?

Nobody knows the price or dilution Scancell has to pay to buy back the trial data. Therefore nobody truly knows how good the deal is.

These are the reasons the share price has not gone up at all. More buying opportunities will reveal themselves. Due to this.

[inanaco] 20/12/2017 18:10

Agema

the IP is the patent, the data from the trial will be owned by CRUK as they are paying for the trial. Not quite sure what we have sold or given away, as we can buy it back.

as clearly CRUK see the pre-clinical data, as good enough to invest In, to get a result, what is not to like ? If the results are great we buy it back, if poor we don't

CRUK have validated the work done on this vaccine to date ....

not sure what your describing ..

"product ip as I would call it"

[agema] 20/12/2017 17:57

Inanaco

Any value from a trial lies in their data. So if a company owns the rights to a trials data, they own the ip of that product.

Bermudashorts
Those huge companies would not be desperate enough to give away trial data, or trial product ip as I would call it.

[bermudashorts] 20/12/2017 17:13

Agema,

Yep, it's brilliant that CRUK have selected Scancell and SCIB2 to partner with. The point of my post wasn't to make comparisons, just to show that CRUK don't disclose financial details when announcing deals. So by your logic, every deal they do must be a poor one.

[inanaco] 20/12/2017 16:05

Agema we have no data to sell, the data we may buy is the trial data as yet no trial so no data, we have not sold the IP, so explain what data we have sold ?
So apart from the pre-clinical data to take it into trial ? what specifics are you on about resulting in Scancell being paid ?

"""""""""Bet those companies have not sold their data rights though."""""""""""

[the real lozan] 20/12/2017 15:56

"Oh, it's Datdyk again "

[inanaco] 20/12/2017 15:55

T/f best let them drone on, they soon get board repeating the same mantra ... over and over again. Tosh thinks its a discussion PMSL

[agema] 20/12/2017 15:03

Bermudashorts

Looking at the size of those companies you list and compare them to Scancell. Lol.

Bet those companies have not sold their data rights though.

Good deals are reflected in sp’s. The market has judged the deal.

[panama7] 20/12/2017 14:29

Tosh, You have hit the nail on the head, Goodfellow has no credibility, has failed to deliver every time, hence an ever decreasing share price and an ever decreasing value for fundraisings which means ever more dilution. I firmly believe the bloke has knowingly lied to Investors on numerous occasions and quite frankly couldn't care less. I wouldn't trust him to deliver Xmas cards to my neighbours.

[rhatton] 20/12/2017 14:18

Have a good one Tosh! Hopefully 2018 brings us some money and news

[torquayfan] 20/12/2017 14:18

Boom - this is just Agema's bit of Christmas fun.
Your 12952 - good post.

BFN and Happy Christmas - even to you Tosh and Bozan.

[tosh123] 20/12/2017 14:15

Isn't it nice to be able to have an exchange of views without the village idiot rocking up.
Thanks to both of you. I think we're all basically of the same opinion and i take agema's point regarding the fact that no figures have been released. These figures must be known to both parties, otherwise there wouldn't be any trials, so why not publish the costs to buy back the data ?
From my prospective, and i may be biased, RG has lost all credibility, i dont trust him further than i can spit, so no matter what he says, i don't believe a word of it.

Anyway gents, i will be travelling back home to Devon for Christmas later today, so in case i dont get another chance, i will bid you farewell, and wish everyone a happy and peaceful Christmas.

[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