Scancell Share Discussion Threads

[the real lozan] 30/10/2018 19:31

Then you have 'nothing more to worry about' ...have you ???

[wigwammer] 30/10/2018 18:21

There was a choice. All resolutions passed :)

[the real lozan] 30/10/2018 17:53

That was never in doudt... there was NO CHOICE

[wigwammer] 30/10/2018 16:57

They were :)

[the real lozan] 30/10/2018 16:04

NICE ONE AIM

[10acious] 30/10/2018 15:54

Terror, Congratulations, without a doubt the best post in the last 5 years!Worth suffering a loss just to be able to laugh about it whilst watching your efforts. 10/10 Well done.

[agema] 30/10/2018 15:51

Terror
Lol. Good one.

[gazza] 30/10/2018 15:45

Agema, yes I know, that was my point.

[terror] 30/10/2018 15:35

The AGM is up and running.

The Club meeting was held before the main event.

Here is a recording:

[agema] 30/10/2018 15:26

Gazza
Scib 1 trial data was released and scrutinised. What happened to the share price after that.

It can always go both ways.

[gazza] 30/10/2018 15:01

agema,
Who knows? The interesting/important thing will be the share price AFTER the trial data has been scrutinised.

[agema] 30/10/2018 10:39

Not unique. But the slide needs addressing. It is still a long way off before any trial data will be available for scrutiny. What will the share price be then.?

[gazza] 30/10/2018 10:24

agema,

I fall of 90% is not unique to SCLP amongst small biotechs. Don't forget, it went from 5p to 65p before dropping to the current level.
Val went from 75p to 1p if I recall correctly.

[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.