Scancell Share Discussion Threads

[ivyspivey] 25/4/2019 18:37

Evening
Posted by Crumbs on LSE tonight’s presentation

[gazza] 25/4/2019 18:36

Tosh, no I won't repost. It was extremely offensive given my personal circumstances that most people on LSE know. Anyway, it got removed. Still waiting for an apology!

[bermudashorts] 25/4/2019 17:30

Gazza,

Will need to go back and double check but thought the TD valuation of 21p was the current valuation - is that what you're trying to get at or are you trying to arrive at a valuation in 2024?

[tosh123] 25/4/2019 17:28

Gazza,
i didnt see the offensive / threatening message over on LSE, would you share it over here ?

[tosh123] 25/4/2019 17:19

Thanks Gazza,
a lot more scientific than just plucking a random £8 out of the air.

[gazza] 25/4/2019 17:11

Tosh, Bermuda, ONW, All,

VALUATION (REALISTIC)

Interesting to see TD re-iterate their valuation figures. We had a discussion on valuation on LSE not long back. Ray Pointer provided a link to an article explaining Biotech drug valuations and it had a link to a spreadsheet you can download. It is very complex and takes into account all sorts of development costs (PDFU which I hadn't heard of but is quite substantial, orphan drug credits etc etc)

Anyway it did motivate me to investigate NPV which I now understand - Still not too bothered about rNPV (risk adjusted) that TD use.

So just as an update, if you take the TD sales forecast for SCIB1, use a 17.5% royalty, a PE of 20, a 60% GP and factor in 100% dilution, I get 68p per share when revenue starts to flow. If this is in 2026, the NPV using a 12.5% discount is an share price of 27p.

That's just for SCIB1. The dilution factor is high, maybe £20M allocated to SCIB1 alone is a bit high. What do you reckon it will cost to see SCIB1 through to market?

[tosh123] 25/4/2019 16:51

wriggle wriggle squirm squirm.

[inanaco] 25/4/2019 16:09

already have seen it ..

Hanna coming

[gazza] 25/4/2019 16:04

Inan,

"That will do for starters"
"We value Scancell at £82.0m, equivalent to 21.1p a share."

Are we to take it that this is your latest estimate/target?
Could you put a date on when we might see this?

[tosh123] 25/4/2019 15:48

Like i said, at least we have a sensible valuation from a professional outfit, not the £8 ramblings of a mad man who cant even tie his own shoe laces.

[inanaco] 25/4/2019 15:37

thanks Bermuda

That will do for starters

We value Scancell at £82.0m, equivalent to 21.1p a share.

It would help Tosh a comfort blanket

LOL ........

another Tosh Classic

""""I was tempted to sell more in the early teens, but my average is so low, it wasn't worth the risk of something happening whilst i had no shares, so a ballsy shout on your behalf, congratulations."""

[tosh123] 25/4/2019 15:36

Thanks Berm,
i see that they place a value of 21p on the company, which is encouraging, but a million miles away from Professor Chaos's valuations, which range from £1 - £8 depending upon which ego is providing the forecast.

Im happy that professionals have valued the company rather than someone who presents himself with his own PHD, but doesn't have two brain cells to rub together.

Where is the presentation tonight ? anyone know please ?

[bermudashorts] 25/4/2019 15:24

Note from Trinity Delta

[the real lozan] 25/4/2019 14:44

Following yesterday's 'tactic' of mis-quoting other posters who were RIGHT -
*WE ALL* CAN see, inane'n'co CONtinues to mis-quote and 'get things WRONG'
This 'tactic' of LIES / FALSEhoods, misleading rants towards FACTUAL posts, hasn't stopped.
*WE ALL* CAN see - HE is still atit

[tosh123] 25/4/2019 14:29

ineptico, as usual, you make no sense whatsoever.
Please go back to school, you're embarrassing yourself.

Oh yes, and theres a few apologise required, and after that, theres a whole larder full of humble pie for you to chew on.

retired at 45
broke at 46

still makes me laugh

[tosh123] 25/4/2019 14:19

Oh no.... Yet another lie and attempt at deceit from the single cell.
When will the clown ever learn.

When referring to Cliffs interview today, the clown once again got everything wrong... I quote " what was actually said ... "interim data will be available"

NO IT WASN'T.... He was quite clear... Interim data expected throughout 2020, with full treatment data by the end of 2020, with a one year follow up.

Lies lies lies.... and again, 100% wrong.
Dear oh dear... i sense yet another apology required... what an oaf.

[inanaco] 25/4/2019 14:11

so you now accept you are 100% wrong then Tosh ...

and Right at the same time ?

ONW must be 100% wrong as well ... and he has a "CORE" holding

your desire to appear smart .. while being stupid is acknowledged

[bermudashorts] 25/4/2019 13:58

rHatton - good to see you posting, hope you're well

[tosh123] 25/4/2019 13:57

ineptico, thanks again for highlighting my post, its most generous of you, especially as it was all about your major mistake.
Have you apologised to rHatton yet ? Because he was 100% right, and you were 100% wrong, so im sure the least you could do is acknowledge your mistake.

[tosh123] 25/4/2019 13:54

Blimey.... now ineptico has to apologise twice, once to rHatton and once to Ruck.
All this apologising malarkey, must get very tedious.... Not sure your self presented PHD for 30k posts full of lies is going to be any good to you either.

I don't know, what is the world coming to. Yesterday you got your ar5e handed to you twice, and today you've got to apologise twice... Sometimes you just got to know when to quit.

[inanaco] 25/4/2019 13:49

LOL ........

another Tosh Classic

""""I was tempted to sell more in the early teens, but my average is so low, it wasn't worth the risk of something happening whilst i had no shares, so a ballsy shout on your behalf, congratulations."""

[tosh123] 25/4/2019 13:46

Just think ineptico, if you had done the same, you could have doubled your holding, in fact, if you would have listened to many of us on here, and traded over the last 7 years, you wouldn't be in the financial pickle that you are now, and wouldn't be trapped in a share.
Still, im sure that you will have learnt by your mistakes.... oh hang on a minute.

[tosh123] 25/4/2019 13:36

Posts are up to their usual standard i see ineptico.... the normal copy and paste stuff... but thanks for highlighting my post, as it is response to rHatton, you remember him dont you ?
Just in case you don't ( you cant retain much information in a single cell ) i will remind you.
rHatton sold out all his position at 11.5p, and you were very vocal in telling him that he was stupid.... well, just for a change... You were 100% WRONG.

I'm sure that you will be apologising to him for ridiculing what was a very astute move, and then congratulate him for his superior market knowledge, as well as admitting that YOU WERE WRONG.

[bermudashorts] 25/4/2019 13:32

ONW - no problem at all. In answer to your question, no, I don't think they can.

Thought CH spoke well and at least we now know that there are 3 UK and 2 US trial centres. As expected start date for Modi1 trial has now moved to early 2020.