Scancell Share Discussion Threads

[oldnotwise] 05/2/2019 22:48

Miavoce
You're rather making my point for me. To go for the "simple" and cheap option of the early takeover (SP 7p makes such a proposition quite practical) it requires a massive act of faith on the part of the bidder.
I rather doubt there would be too great a problem in getting the company.
BUT as you say the technology's still unproven.... That being the case the Business Plan is by no means straightforward and by definition is certainly NOT a no Brainer (in the generally positively accepted sense of the words)!
This is where I believe many have fallen foul of massively misplaced and overenthusiastic claims for the company.
I believe it's pretty well understood in this locality that there could very well be a very rocky time ahead if the suitor/collaborator/Investor everyone hopes for isn't forthcoming. Let's face it, We're bloody cheap to buy if you can convince yourself everything will be fine.
I hope so but becoming a little wary.
AIMO
ATB

[bermudashorts] 05/2/2019 22:41

NXC - had a quick look at Silverbac - is that Stewart White as in ex Angel Biotech.?

[bermudashorts] 05/2/2019 22:40

Old - possibly but £50m is still a large amount of money in comparison to a back end loaded licensing deal.

miavoce - perhaps by therapy type - as in vaccine/TCR/mRNA etc. but I would be surprised to see a licensing deal by cancer type. Again I could be wrong but I think the beauty of moditope is that it isn't restricted by cancer type in the sense that multiple cancers express citrullinated vimentin and whoever eventually runs with it could approach FDA approval in this way - ie. not restriced to just one cancer but for any tumours expressing citrullinated vimentin or enolase or whatever it may be.

[miavoce] 05/2/2019 22:40

And the Chinese may decide to steal a march on everybody....

[miavoce] 05/2/2019 22:37

IMO a barrier to any bid at the moment is the fact that Moditope has not been proven in humans. Should it prove to be successful in humans however, which we should know in the next 12 months hopefully, then I would expect much more commercial interest.

In the meantime Biontech need to decide if they want to steal a march on potential competitors and take a risk on making some sort of deal while the technology is still unproven. It might cost them a few million in lost upfront payments if things don't work out, but the prize if things do work out could be enormous.

[oldnotwise] 05/2/2019 22:33

Berm
I would have thought that any Pharma looking at Scancell at this moment and thinking that the "ARM Holdings" idea was in any way practical, would muster the £50 -£100M required to take SCLP completely and simply develop the business from there.
Since this has been hailed as a no brainer of an idea perhaps it's not quite as simple in actuality.
AIMO
ATB

[miavoce] 05/2/2019 22:30

I expect you are right Bermudashorts. However, if the technology turns out to be as good as we hope i.e. it can cure cancers without the need for CI's or any other assistance and has a low manufacturing cost, then SCLP might be able to licence the same peptide combination to multiple pharma's with each pharma having exclusivity for use with a particular cancer.

[oldnotwise] 05/2/2019 22:28

Ivy, good to see another sensible and balanced poster... It is quite possible to disagree with another poster on this BB and not end up in a multithousand word slanging match, so welcome and look forward to being able to discuss ideas openly and realistically. :-)
ATB

[bermudashorts] 05/2/2019 22:20

miavoce - sorry our posts crossed.

Point I was trying to make is that I don't think Scancell could be expected to make multiple, repeat non-exclusive licensing deals for Moditope - I can't see any pharma licensing say citrullinated vimentin and enolase, spending $$$$ in licensing and development fees without exclusivity. But may be wrong.

[bermudashorts] 05/2/2019 22:12

NXC

Is it not likely that any pharma licensing moditope peptides would be after exclusivity? I'm not sure that sits well with an Arms Holdings business model in any case.

[panama7] 05/2/2019 22:12

NXC, interesting you bring up the point about trying to get Lindy to go full time.
I find it very odd that the developer, originator of this great Science is not prepared
to commit wholly to it. Do you think this is a stumbling block for partnerships/big pharma.

[miavoce] 05/2/2019 22:02

I thought ARM had a technology which they licence out to others and these other companies would use the technology to build specific applications ?

If moditope were to be handled in the same way it would be licenced out on a per cancer basis to pharma's with deep pockets who would then fund the trials / approval. I'm not saying this will happen just making the point that it won't be SCLP that has to spend large amounts of money if the ARM model were to be applied.

[nxc] 05/2/2019 21:51

Thanks Ivy

[ivyspivey] 05/2/2019 21:47

Another good insight and we know the Arms Holding originator is well known to us in here for let us say grandoise exaggeration on occasion.
I don’t doubt the mechanism of the pathway towards this Commercialisation model and one proof of concept result will transform the valuation imo.
However your point of the amount of money required to exploit these platforms in this manner is well made and in total contrast to the claims of the specific individual who thinks the Arms Holdings analogy can be repeated ad infinitum at very little additional cost.
Much prefer your analogy as it is much more balanced and informative than some other views

[nxc] 05/2/2019 21:21

Someone raised the analogy between Scancell and Arms Holdings - whilst I recognise that Scancell has two technology platforms in Immunobody and Moditope and in theory it could be licensed out across the different forms of cancer the reality is that the monies required to exploit the platforms in this way would be vast and as a Company we have generally struggled to raise funds and the timescales demonstrate to date the challenges of even securing one licence.
A far better analogous example would be a company I am involved in where their silver polymer technology has a myriad of applications ( www.silverbactech.com) - far from hanging up my boots entirely I am looking to bring this to AIM later this year.

[10acious] 05/2/2019 21:15

There is little point in trying to reason with the unreasonable, but if you have worthwhile input, most will gladly engage in a reasonable manner.

[buywell3] 05/2/2019 21:09

buywell3 - 25 Sep 2018 - 15:15:13 - 17801 of 19368 Using immunology to fight cancer. - SCLP

goatherd 20 Aug'12 - 10:06 - 316 of 606

Restassured,

Yes, perhaps a bit frustrated - I have been in for 14 years - but I am wholly confident that the company is in an exceptional position and I believe it will be taken over in the near future at a price many times the current market price.

To my certain knowledge the CEO has been predicting a price in excess of £20 - but then he is always overoptimistic. I would be quite content at £5 - which is a 14 bagger from here.

Richard

[ivyspivey] 05/2/2019 21:09

Hi NXC,
I did chat to you at 2015 AGM and the very fact that certain individuals were still doubting who you were( in fact thought you were being impersonated ) when it was pretty obvious with your insight and willingness to identify yourself( via contact details) you were who you claimed to be,was the final straw for me to move across here.
Really appreciate your thoughts and look forward to hearing more in due course.
ATB

[10acious] 05/2/2019 21:07

Welcome Ivy, good move!But you will still have to put up with a certain someone from time to time... a bit like pikeys in a beauty spot,they do move on but are always likely to return.

[nxc] 05/2/2019 21:03

It never ceases to amaze me the interpretation placed on my words elsewhere.
I have explained previously why I post here as to elsewhere and why I have chosen after three years to comment on certain events.
Only one person has called me and it was not to verify who I am but to gain further insight but for those who continue to doubt who I am then there is a simple way of resolving that doubt. I am a very open person and will take criticism head on ( P7 can testify to that back in 2015 when I met him at The Royal Institution) and I will also acknowledge my failings and that as Chairman the buck stops with you.
I am not going to comment on the science as I am not a scientist - I have the highest respect for Lindy and her team - it is to my shame that I could not convince her to go full-time with Scancell.

[ivyspivey] 05/2/2019 20:20

Cheers Boom.
After today’s reply’s thought I might as well come over to the dark side and if they have such a poor opinion of me and this site then perhaps we are well matched lol

[bermudashorts] 05/2/2019 20:16

Welcome Ivy!!

[ivyspivey] 05/2/2019 20:08

As you can see have now joined this site as waste of time trying to use reasoned argument on LSE.
Have joined Bermuda across here and hope I am welcome

[ivyspivey] 05/2/2019 20:06

Yes panama.
Has said about 6 times about every mail he had from SCLP but can’t divulge anything as it is personal.
Then has audacity to complain about ADVFN being a pile of muck as he calls it.They are utterly deluded and anyone who does not subscribe to trHYPE gets attacked.
Then of course baNANA comes on here to bring his poison.
Well the more I see the goings on there the morecI sgreecwuth Loz about wgphatvtgey arecreally like.
Did Foolham 77 nit come grovelling across here a few months back when he fell out with baNANA now they are all pals again