Scancell Share Discussion Threads

[oldnotwise] 30/1/2018 10:01

Just as an aside, the bid's beginning to look a bit weak.... :-(
ATB

[oldnotwise] 30/1/2018 10:00

rHatton
Quite, regrettably just a simple case of balancing the data quality v Trials completed/in place v ability to fund those as well as ongoing R and D. :-)
tedious but hopefully worth the wait!!!
ATB

[rhatton] 30/1/2018 09:53

ONW agree with your reasoned balanced posts today.
Do you think though it’s not the CEO but the data that’s held back a deal the type of which we would like to see? The lack of a randomised trial with the SCIB1 resected etc?

If SCIB1 combo prove successful along with MOD1 and SCIB2 then even we would have a successful phase2b and 2x phase 1/2 under our belt. What’s the company worth then?
Obviously we need the funds to do the job and that’s the big issue here.

[agema] 30/1/2018 09:44

Oldnotwise

Yes. Stick with it and let it run.Still a chance to hit the big time.I like the Canadian or US markets these days for smaller companies aiming to make it big. Seems more potential there than over here these days.
Imho.

[agema] 30/1/2018 09:39

Bermudashorts

Yes, but he didn’t mention retiring. He mentioned wanting different challenges. He had to stay on the board. Or the share price would have crashed to nothing.

Why finish as CEO now. Unless a long period of inactivity lies ahead.

[oldnotwise] 30/1/2018 09:28

Agema
I'm not sure he has but what I would say is that he's not getting any younger, and he's actually got a fair way with Moditope (which IMO has been the "problem" he's had to deal with)!
I know this sounds perverse (as Modi's probably the real jewel in the crown)but since the early days of "sell the company at the end of a successful phase 2 on Scib (1)" things got an awful lot more complicated and cash demanding and asset allocation headachy....
I reckon although it's not been as quick as most of us would have liked, he's presided over a company that "blew itself up" in 2012 and I think the confusion (Not only at BOD level) but throughout investors financiers and most who were watching from the sidelines has been really difficult for all to put right! We know there were differences at BOD level in how to take the company forward PM (post Modiope) and although he didn't get his way he soldiered on and achieved where we are now (two good collaborations under the belt and constantly improving Trial results).
I think I'd have liked to see more flesh on the share price by now but AIM's notoriously fickle as is the market in Baby Bios, so I'll stick with my holding (and let's face it some have made good money already out of SCLP) and wait and see how we go under the new CEO.
Incidentally I'd stay around with the options I'd got in the rather promising multi platformed Bio.
AIMO
That's my slant on it anyway... :-)
ATB

[the real lozan] 30/1/2018 09:22

Tarquin Eetup posts another example of 'FIBS' =
"Quoting Lozan 13415 ''Hope that this 'report' is seen to appear = *On-time*''
.
IF... As this FIBBER CLAIMS, He has me, along with many other REALISTS = filtered
How does he know WHAT I posted ???
.
Or, is the 'sulky FILTERED FIB' just - as *WE ALL* see - another FAILED 'ruse' to draw attention away from WISER, more ASTUTE opinions....
Thus, 'manipulating' the unwary - towards the COSTLY trHYPERS ???
Just a thought

[bermudashorts] 30/1/2018 09:21

Perhaps because he's not far short of 70. He hasn't cut and run at all. There has been an uneventful and seamless transition from one CEO to the next with RG remaining on the BOD.

[agema] 30/1/2018 08:56

Oldnotwise

Yes. Give him a try. Just cannot see him being the pick of the litter. Also, as a founder member so to speak. Why has RG decided to cut and run.?

ATB

[oldnotwise] 30/1/2018 08:48

Agema
Guess the market will decide, but 'spose we'd better give the guy a chance! :-)
I hope he's not in the same league as A Hornby esq..... Now THAT would be an appointment I'd sell my holding to avoid! Hehe
AIMO
ATB

[agema] 30/1/2018 08:43

Oldnotwise

Just as I thought also.

Same old Scancell. Wait till next year. More fundraising due this year. The share price will come under more pressure sometime this year.

The new CEO has recently presided over a bankrupt company. How good an appointment was that in all seriousness.? Cheap option.?

[chelsea35] 30/1/2018 08:40

Dear





With regard to your questions:


For SCIB1 we are entirely reliant in Ichor for the timing as they need to submit their documentation to the FDA before we do. This was made clear at the AGM in October. We expect this to happen soon.


The CRUK and BioNTech deals provide two strong pillars on which to build for the future. They are in an entirely different league to the earlier collaboration with ImmunID.


More details will be provided in the Interims which will released shortly.


Best wishes


Richard

[oldnotwise] 30/1/2018 08:03

From RNS
"
Dr Cliff Holloway, CEO of Scancell, said: "We are delighted to have entered into significant collaborations with Cancer Research UK and BioNTech, which provide the first external validation of our ImmunoBody® and Moditope® immunotherapy platforms."
Looks to me like the totality of the expectations that RG was hoping would provide the short term fillip for the share price as mentioned at the AGM.
Also looks like the base upon which to build for the major cash raising (possibly Stateside?)which I guess will already have been started on?
Nothing negative, so I imagine with no additional immediate major news, time to sit back and wait again.
AIMO
ATB

[torquayfan] 30/1/2018 08:01

Quoting Lozan 13415 ''Hope that this 'report' is seen to appear = *On-time*''



There you are then !

[terror] 30/1/2018 07:30

And there is the fertiliser for Goodfellow's potting shed.

Does anyone know what that manipulative, untrustworthy character is still doing on the books?

Looks to me like Shareholders (as usual in AIM)are just subsidising him and his other Directors for hanging around. Lindy is the only one worthy of remuneration.

[kreature] 30/1/2018 07:27

£200k p/m? If only. What about printer ink etc.....looks more like 333k to me

[terror] 30/1/2018 07:16

Half year report



Cash burn increasing, trials further and further away.

£324k spent to raise £5.05m. Very expensive.

£200k a month cash burn.

[kreature] 30/1/2018 07:07

Another £2m down the toilet with zero revenue in sight? And that’s one of the highlights

[the real lozan] 29/1/2018 12:14

'interims or half yearly report due this week - or sometime'
.
Hope that this 'report' is seen to appear = *On-time*
Just a thought

[gooosed] 29/1/2018 08:39

BioNTech & Scancells (TCR Tech) collaborating by bringing together both personalized & non-personalized approach. Cancer vaccines appear to be featuring more & more which is encouraging :

[the real lozan] 28/1/2018 13:13

BoB -
My 'point' was = IT "will be interesting for any holders to read what they have to say."... for WISER, more ASTUTE observers....AFTER they have published.

[bermudashorts] 28/1/2018 11:21

Loz,

You're quite right, the financials will all be as at the end of October. Should be relatively easy to work out cash burn since that date given they don't have any products in the clinic at the moment.

There's the post period developments section, the product updates will be current and of course there's the outlook section. So it's not exactly frozen in time back in Oct and will be interesting for any holders to read what they have to say. No more and no less than that really:)

[the real lozan] 28/1/2018 10:18

Perhaps it is worth reminding folks,{ especially on M F F F} that the 'interims or half yearly report due this week - or sometime' will / nomally - refer to the state of 'monies' as of at = 'The end of OCTOBER 2017'
S P wise ... Things were 'different' then - Than now.
As per usual, the WISE / more ASTUTE ... WILL WAIT to see what the compant ACTUALLY say, rather than CLAIM / hint... as to the CONtent of what 'interims or half yearly report' MIGHT say / TELL US.
October 2017 ... plans / situations = Not as of FEB 2018
In any case - Wise / more ASTUTE folks 'in-charge-of-opperations'... tend NOT to reveal ALL their plans BEFOREHAND...{One reason being -It doesn't 'look-so-bad' for them, if things don't work-out as "planned" }

[agema] 28/1/2018 08:34

Kreature

The interims or half yearly report due this week sometime. So the cashburn will be revealed and a clue to the next cashcall-placing will arrive.

RG may even reveal his latest job-company plans.

without any positive news this week the interims could hit the share price this week rather badly.