Scancell Share Discussion Threads

[inanaco] 17/3/2019 13:11

Ivy ...

Then take the hit .. "sell"

have a good weekend

Kowlesi has a bazooka buy coming i believe, he needs your sells

[inanaco] 17/3/2019 13:09

ONW to long winded ..

have a good weekend

[ivyspivey] 17/3/2019 13:08

Yes Inanaco I am fully aware of the issues that need to be resolved before the trials can start and that they may be challenging to overcome.

You understand that it was well over 3 years ago when they first raised Combo trial and last July when IND was submitted so you must be able to appreciate that many folk question “ what excuse will be next” and knowing that at some stage funding will be likely required and if they do a capital raise at this level of share price it will be Very dilutive.

[oldnotwise] 17/3/2019 13:00

Inanaco
I'll reprint my original post because you've obviously not understood.

My 20760

"Inanaco,
According to you (for the last seven years),
We have a world beating,unique, risk free, (mostly) patented and immensely valuable pipeline that we cannot finance trialling in it's entirety (or even maojority or even 50% of).
You have published various valuations for parts of the Company's assets over the years.
Please explain to me why the BOD have failed the shareholders given your "Assessment" of the Science? The BOD are completely incompetent if your view of the science is correct BECAUSE according to you NOT ONE OF OUR PRODUCTS CAN FAIL!
If that view is shared by Big Pharma globally please explain why our (Perceived) IP is nowhere near reflected in the share price
THIS CAN ONLY BE BECAUSE THE BOD IS INCOMPETENT if we take your word for the science.
Why? Although you don't have any formal qualifications or industry experience to make the statements of value you have, so if you can see it, surely a set of scientists such as our BOD (including LD) should be able to monetise and commercialise our assets.
Please tell me why they can't because your pronouncements over the years have gone hand in glove with a diminishing share price to get us to this point. So this is a thread completely generated by your posts over the years....
I would entitle the thread,
"INANACO CAN ASSESS AND TELL US THE VALUE OF OUR RISKLESS PLATFORMS BUT THE BOD CAN'T COMMERCIALISE SUFFICIENT TO CONDUCT THE TRIALS FOR EVEN THE MAJOR PROPORTION OF OUR PRODUCTS AND THE SP'S AT AN ALL TIME LOW WHILST LIQUIDITY'S BURNING AWAY"
So inanaco who's got something wrong, you or the BOD?
Again a simple binary answer is required.
Look forward to hearing.
AIMO
ATB "

[inanaco] 17/3/2019 12:55

So Onw

all those years ago you could have sold at the Highs ... why did you wait for the fall to 27p ??

considering you had already moved into Jelly Spanner mode ...

Moditope Trumps Immunobody

[inanaco] 17/3/2019 12:51

the key statement to support You ONW

would require a Prof or institution to declare

The science has failed .....

????????? in your own time

[inanaco] 17/3/2019 12:47

this is about the share price not the IP ...

in the event of scancell putting itself up for sale

then the IP comes to the forefront not the SP

in that scenario i do believe many big pharma would join in an auction

so when i say the IP carries no risk this is what i have in mind ..

so while folks are selling for peanuts, i will continue to absorb and hold more shares because the fundamentals greatly exceed the SP

if your not happy .. the choice is yours SELL

but constantly moaning and creating this self serving suicide with sentiment is not good for you or your holding

trying to pass blame for my valuations which relate to IP development since 2012 is a bit barmy when the share price has fallen against that estimate of IP value, and that you have indeed held out for the very deals that are possible from that IP

your own failure by maintaining a holding at 27p and not to sell all .. is your problem not Scancells or mine

stop looking for scapegoats

[oldnotwise] 17/3/2019 12:31

Inanaco,
According to you (for the last seven years),
We have a world beating,unique, risk free, (mostly) patented and immensely valuable pipeline that we cannot finance trialling in it's entirety (or even maojority or even 50% of).
You have published various valuations for parts of the Company's assets over the years.
Please explain to me why the BOD have failed the shareholders given your "Assessment" of the Science? The BOD are completely incompetent if your view of the science is correct BECAUSE according to you NOT ONE OF OUR PRODUCTS CAN FAIL!
If that view is shared by Big Pharma globally please explain why our (Perceived) IP is nowhere near reflected in the share price
THIS CAN ONLY BE BECAUSE THE BOD IS INCOMPETENT if we take your word for the science.
Why? Although you don't have any formal qualifications or industry experience to make the statements of value you have, so if you can see it, surely a set of scientists such as our BOD (including LD) should be able to monetise and commercialise our assets.
Please tell me why they can't because your pronouncements over the years have gone hand in glove with a diminishing share price to get us to this point. So this is a thread completely generated by your posts over the years....
I would entitle the thread,
"INANACO CAN ASSESS AND TELL US THE VALUE OF OUR RISKLESS PLATFORMS BUT THE BOD CAN'T COMMERCIALISE SUFFICIENT TO CONDUCT THE TRIALS FOR EVEN THE MAJOR PROPORTION OF OUR PRODUCTS AND THE SP'S AT AN ALL TIME LOW WHILST LIQUIDITY'S BURNING AWAY"
So inanaco who's got something wrong, you or the BOD?
Again a simple binary answer is required.
Look forward to hearing.
AIMO
ATB

[inanaco] 17/3/2019 12:31

but that is a technical issue Ivy

one outside scancells control = Ichor

and one technical issue of mass production of the Modi1 vaccine which has been sorted

so if you feel the FDA will block the SCIB1 trail ... then so be it ...

but all Scancell has to do is change the sites to all UK ... it does not stop momentum

then leave Ichor sorting out its own mess with the FDA

options are available .. !!

[ivyspivey] 17/3/2019 12:24

Inanaco.Agree that funding deals have been established for SCIB2 and Modi 2 et al and yes SH are protected to some extent by the limit of 20% headroom without an EGM.

To repeat the main issue of most posters who maybe do not share your boundless enthusiasm that everything will be sorted is the so far inability to progress SCIB 1/Combo and/ or Moditope 1 into the clinic by SCLP.

As both these are likely to generate the DATA so much highlighted by the BOD as so necessary to cement the deals.Then really not sure why you seem to fail to understand the concerns of many posters over the seemingly endless delays and missed deadlines and the stated need for funding not only to complete these trials but possibly st start them.

It would be great to debate this which we attempt to do on this board but that means attempting to answer questions others post and discussing the situation fully rather than just respond by selecting small bits of other people’s posts to suit someone’s agenda and totally ignoring the body and points raised in a genuine manner by many people.

Again great rugby watch yesterday.

[inanaco] 17/3/2019 12:08

No ONW

But that is not the issue here .....

the options of funding trials by other means has already been explored and highlighted by Scancell ...

SCIB2

.....

BioNtech Collaboration upfront payment with further deals possible on more epitopes

.....

if Scancell didn't have any options then i would consider the share price level a risk to a future level of raise .. (amount) but as shareholders we are protected by the 20% limit requiring Scancell to seek an EGM because that limit would not be sufficient if they do not conclude alternatives

so baby steps, rather than jump off a cliff, because Lozan Told you to

[oldnotwise] 17/3/2019 12:08

Bermuda
I was more concerned with the Chinese ability to perhaps use economies of scale to reduce end user costs and also to engineer alternative therapies.
Having said that I wonder whether SCLP's Chinese connection had something to do with RG's "Left field" comment, but that's pure conjecture... But then, there's not much else to go on at the moment :-).
I'm sure that'll change soon...
AIMO
ATB

[oldnotwise] 17/3/2019 12:01

Inanaco
Are we covered financially for all phase 1/2 trials on every aspect of our multiplatform IP?
Simple question.
Yes or No?
ATB

[inanaco] 17/3/2019 10:42

Gazza

Do what you like, nobody is stopping you posting ..


just pointing out ONW is .......... "core holdings" wait for a deal ...

the share price has fluctuated since that statement by a tiny amount, but enough to change track ? Don't think so

spend your time wisely ...

by the way he keeps going on about Scancells inability to do a deal but forgets that SCIB2 deal has been concluded and BioNtech deal has a commercial clause

[gazza] 17/3/2019 10:17

"sure you can work it out"Do you mean?Sure, you can work it outOrI'm sure you can work it outI find nothing contradictory about making an investment with certain expectations in terms of returns and timescales and then re-evaluating those targets in the light of up to date news/data. Following such re-evaluation, a decision can be made as to whether to hold, reduce or add. I know your strategy was to make that assessment based on data available seven years ago and hold on come what may, but whilst that is you prerogative, please allow others to follow their own strategy and debate the influencing factors without derision. Morning all.

[ivyspivey] 17/3/2019 09:52

As a reminder when I spoke to Alan Lewis at the AGM about funding options moving forward hespecifically mentioned China as a possibke source of funds and told me about the proposed China visit

[bermudashorts] 17/3/2019 09:45

ONW - interesting article, thanks for posting.

Not sure that opposition from China has anything to do with Scancell's current position. In fact Scancell is one of the UK bios embracing the rapid developments in the Chinese market. As I posted the other day, Scancell was just one of 5 UK bios invited to present at the BioCentury China Healthcare Summit in Shanghai at the end of last year - the UK's attendance was supported by The Department for international Trade and the BIA. I would have thought that the plethora of PD1's in development in China plays into the hands of companies like Scancell - Chinese developers will need the best combination therapies to set them apart from the competition.

Also worth remembering that the University of Nottingham has very close ties with China and was the first UK university to establish a campus in China - in UoN's case near Shanghai.

[oldnotwise] 17/3/2019 08:41

Interesting comments on China (if it's already been posted apols...
I wonder whether some of our "problems" may be partly to do with the "opposition" that appears to be gathering pace in this market.
Merely put here as a discussion point,



I particularly liked the followup comment on the Japanese car manufacturers in the eighties...
ATB

[inanaco] 16/3/2019 22:48

LOL

sure you can work it out

[gazza] 16/3/2019 21:49

How on earth is being realistic about the investments you hold "contradictory"?

[inanaco] 16/3/2019 20:20

LOL

so why do you have a "core holding" ONW

you contradict yourself

Have a good Evening after a Fantastic Eng v Scot game

[oldnotwise] 16/3/2019 19:52

No Inanaco, you are completely endorsing Panama's point if you keep insisting that the Science is wonderful. Why? Because you keep on (and have done so for seven years) saying that the science is extraordinary and riskless and nothing can touch it.
If you believe that why haven't we got or ever had anyone on the BOD that can sell the science?
Whatever you say now they haven't for seven years and so YOU INANACO are the one voice who are calling the (various members) of the BOD Incompetent because they can't sell what you claim to be so obviously saleable.
So don't have a go at those you've just posted against, YOU are saying the BOD's incompetent!
Have a think about that ....
AIMO
ATB

[inanaco] 16/3/2019 19:24

Because you ignore every post on the science ... Panama7

you have Lozan classing every science post as Trhype ..

what do you expect ?

your little "happy moaning group works" ! look at the share price ..

[panama7] 16/3/2019 18:10

ONW/Ivy, we have according to the BOD had seven pivotal years, every year is a pivotal year, every year the Company has advanced the great platforms and science we have been consistently told about, so why is none of this reflected in the share price. This is where I very much hold the BOD to account because it is their responsibility to ensure all these advances are reflected in the share price they have failed miserably to realise any value for shareholders whatsoever and have an share price way below the price of all their fundraisings.

[oldnotwise] 16/3/2019 17:15

Ivy
I have some sympathy with your view, but the problem I think the BOD have is what they managed last year when they set themselves up with veiled promises of things to come, and then the much lauded GC shortlist.
Even RG managed to give the market "Targets" which is precisel;y what happened last year with the CH stuff on his arrival.
I guess its difficult to balance the hopes and then not put the BOD up as an Aunt Sally where the market sits and waits and then when the "Target Time" arrives..... NOTHING. Then the share price takes another hit .... and so on and so on...
I agree put out some positive info when it arrives but no more veiled promises.... It's just too dodgy now!
I'm afraid the days of getting new miraculous announcements from the BOD are pretty much history until we get the hard Data we crave.
Then hopefully we really can look for the skyrocket reval....let's hope so!
I also believe that any real resurgence in the share price will probably begin BEFORE the Earthshattering RNS hits...
Until then I'm still Bunny spotting, and I've not seen many recently...
But there's still hope... Really there is.... I hope ...LOL

AIMO
ATB