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Scancell Holdings Share Chat (SCLP)



Share Price: 5.30Bid: 5.20Ask: 5.40Change: 0.00 (0.00%)No Movement on Scancell Hldgs
Spread: 0.20Spread as %: 3.85%Open: 5.30High: 5.30Low: 5.30Yesterday’s Close: 5.30


Share Discussion for Scancell Holdings


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deadlyavenger
Posts: 736
Opinion:No Opinion
Price:5.30
RE: Proactive Event/Questions/RNS
Today 17:18
Thanks again Ruck, although we know that a licensing deal with BioNtech is both possible and likely, it's good to hear it from the horses mouth, and it such strong terms too. BIt of a shame we didn't a question about the FDA in though :/ Has anyone emailed the BOD about this since?
 
crumbs
Posts: 13,539
Opinion:No Opinion
Price:5.35
RE: Proactive Event/Questions/RNS
Today 16:55
Dunno...On FDA my take is it's purely bureaucracy
RuckRover
Posts: 2,036
Opinion:No Opinion
Price:5.30
RE: Proactive Event/Questions/RNS
Today 16:48
crumbs, they were good questions. Why didn't anyone ask about the FDA hold up? Was there a borad held up saying "Don't ask about the FDA" that we couldn't see?
RuckRover
Posts: 2,036
Opinion:No Opinion
Price:5.30
RE: Proactive Event/Questions/RNS
Today 16:46
deadly,
yes it did come from CH's mouth. On the recording the question is at 30 minutes, answer by 31.20
deadlyavenger
Posts: 736
Opinion:No Opinion
Price:5.30
RE: Proactive Event/Questions/RNS
Today 16:28
Thanks Ruck, much appreciated.
BTW the comment - "...The research is ongoing and BioNtech have options on licencing so a deal was "absolutely a possibility" " - Did that "...absolutely a possibility"comment come direct from the horses mouth i.e. Cliff Holloway?
crumbs
Posts: 13,539
Opinion:No Opinion
Price:5.30
RE: Proactive Event/Questions/RNS
Today 16:04
I expect bobust asked one question too....
crumbs
Posts: 13,539
Opinion:No Opinion
Price:5.30
RE: Proactive Event/Questions/RNS
Today 16:03
Yeah Timbo will have been the first... nano for him like me is a big deal... we want to get away from the Ichor device :) not sure after that but Botski who did the recording asked about possible oncimmune involvement and if Keith Flaherty was still onboard (yes)

All very good questions and agree all seemed to be clued up investors... LTH here really has turned into loooong term :)
RuckRover
Posts: 2,036
Opinion:No Opinion
Price:5.30
RE: Proactive Event/Questions/RNS
Today 16:00
Does anyone know who were asking the questions at the end? I got the impression some were current holders as they were quite clued up.
RuckRover
Posts: 2,036
Opinion:No Opinion
Price:5.30
RE: Proactive Event/Questions/RNS
Today 15:56
Deadly, I have listened to it so...…

1) What are the hold ups at the FDA? (this is the biggie)
FDA issue not mentioned. CH reiterated during the Q&A that there would be 3 UK sites and 2 US ones and that Keith Flaherty was definitely still on-board.

2) What did they have to say about the current share price?
Nothing

3) Funds situation
CH during Q&A said that they would not have the funds to complete the MODI1 trial as it was large (40 patients).

4) Did attendees get the impression a BioNTech tie-up was basically a
BioNtech was spoken about as a collabotation. Someone asked about the possibility of "non-dilutive" funding and the fact that the BioNtech collaboration was due to end in June. CH said a deal was a "possibility" but depended on the research being successful. The research is ongoing and BioNtech have options on licencing so a deal was "absolutely a possibility"

Other non-dilutive possibilities were mentioned by CH - grants, deals, partners, he said he couldn't predict but that they have "lots of conversations with lots of people".

The bit I liked was his GOT reference - "data is coming...." He reiterated that it is data that gets deals.
According to the slide we should get 5 patients SCIB1 data Q1 2020 and all data Q4 2020.
RuckRover
Posts: 2,036
Opinion:No Opinion
Price:5.30
RE: Ruck
Today 15:10
Crumbs,
"I think the original point was about fund raising ? Very obvious, so hardly worth mentioning"

I think it is worth mentioning. The ultimate value of our investment here (return) is determined by these major factors:

Market Size
Market Share
Cost to develop (/market/launch/support)
Time to market

I think a lot of people have not factored in cost and time. An investment of £100 that returns £1000 in a year is better than an investment of £100 that return £1000 in ten years.

So a ten bagger in 6 months is far more attractive than a 10 bagger in 15 years. This was to be a short term ten bagger but I suspect I will have had money tied up for 15 years before I see a decent return.

I too wouldn't invest any more in VAL but the danger is Scancell will end up in a similar situation.
Wildforce
Posts: 10,191
Opinion:Strong Buy
Price:5.30
Ruck
Today 14:57
I think the original point was about fund raising ? Very obvious, so hardly worth mentioning, however, if I’m offered cheaper shares for cash direct to the company then, as I think scancell use monies available to them sensibly and cautiously, I’ll be happy to buy some more?

However, if I was invested in Val .. I wouldn’t ? Just an opinion as ever..

Take care ..
RuckRover
Posts: 2,036
Opinion:No Opinion
Price:5.30
RE: ...and the next big news is....
Today 14:37
Inan,

No, I am merely giving YOU the opportunity to set the record straight. If you DON'T think Scancell will capture 100% of the oncology market, what DO you think they will get?
If you no longer think £8 per share is possible, what DO you think is possible?
deadlyavenger
Posts: 736
Opinion:No Opinion
Price:5.30
RE: Proactive Event/Questions/RNS
Today 14:06
...
Apologies, typo:
"4) Did attendees get the impression a BioNTech tie-up of some description was basically a forgone conclusion"?
deadlyavenger
Posts: 736
Opinion:No Opinion
Price:5.30
Proactive Event/Questions/RNS
Today 14:04
To those who went to the event, thanks for the feedback and recordings, not had a chance to listen yet so I just wanted to know, did we get definitive answers on the following:
1) What are the hold ups at the FDA? (this is the biggie)
2) What did they have to say about the current share price?
3) Funds situation
4) Did attendees get the impression a BioNTech tie-up was basically a

Also, less important, but of interest to me, is the proactive event something they are contractually obliged to do regularly? As i get the impression it's almost like a lite-AGM for us existing shareholders. How long ago would they have been booked in to attend? Would they have had to attend regardless of what was happening with the company? The reason I ask is that I'm sure the BOD would have hated having the actual AGM at this point in time, as the share price is a joke, and several of us feel the BOD are not delivering. Also the timing of yesterdays RNS, as good and significant as it was, it almost seems too on the nose i.e. we'll wait for the day of the event to put out this RNS so the existing shareholders won't give as hard a time to the BOD on the day. I'm guessing they knew about the UK go-ahead of the trial before yesterday?
inanaco
Posts: 29,403
Opinion:No Opinion
Price:5.30
RE: ...and the next big news is....
Today 13:57
Fantasy politics ... i asked the question of you .

so why reply with a question ... ?

are you telling lies again ?
RuckRover
Posts: 2,036
Opinion:No Opinion
Price:5.30
RE: ...and the next big news is....
Today 13:37
Inan,

So what's your view on how much money it will take to get SCIB1 to market?
SCIB2/MODI1?
inanaco
Posts: 29,403
Opinion:No Opinion
Price:5.30
RE: ...and the next big news is....
Today 13:33
so we can consider the makeup of your claim
inanaco
Posts: 29,403
Opinion:No Opinion
Price:5.30
RE: ...and the next big news is....
Today 13:32
who thinks that Ruck ? or are you again playing Fantasy Politics ?

please reprint the posts you are referring to, so that we can consider your make your claim ?

"""" There are a few here who believe that Scancell will capture 100% of the cancer market, make 90% GP and the SP will be in the stratosphere no taking into account any cost of development """""
RuckRover
Posts: 2,036
Opinion:No Opinion
Price:5.30
RE: ...and the next big news is....
Today 11:36
For those actually interested in the cost of development....

https://www.managedcaremag.com/news/20170914/costs-bring-drug-market-remain-dispute
RuckRover
Posts: 2,036
Opinion:No Opinion
Price:5.30
RE: ...and the next big news is....
Today 11:32
Roses, I'm not naming and shaming!

There are a few here who believe that Scancell will capture 100% of the cancer market, make 90% GP and the SP will be in the stratosphere no taking into account any cost of development.

I'm all for a bit of hope and optimism but I take mine with a dose of realism.
roses
Posts: 4,639
Opinion:No Opinion
Price:5.30
RE: ...and the next big news is....
Today 11:21
who ?

can't think of any myself .
RuckRover
Posts: 2,036
Opinion:No Opinion
Price:5.30
RE: ...and the next big news is....
Today 11:07
Roses,
"Ruck, I don't think there is a single poster on here that has 'a reluctance to acknowledge' that."
I can think of a few lol!
roses
Posts: 4,639
Opinion:No Opinion
Price:5.30
RE: ...and the next big news is....
Today 11:01
Ruck, I don't think there is a single poster on here that has 'a reluctance to acknowledge' that.

In fact I think everyone here has openly acknowledged that fact.

The main point is how it's raised, how often it's raised and how it's spent that makes all the difference.
RuckRover
Posts: 2,036
Opinion:No Opinion
Price:5.30
RE: ...and the next big news is....
Today 10:27
I think there are a number of similarities and a number of important differences.
The hurdle both companies (and indeed all Biotech companies) face, is the huge cost of bringing drugs to market. As year1970 says, they both will need an enormous amount of funding (from somewhere!)

I note a reluctance to acknowledge this here. It is after all a FACT of life.
RuckRover
Posts: 2,036
Opinion:No Opinion
Price:5.30
RE: On
Today 10:11
Crumbs
"NASDAQ set to value BioNtech at $8 billion but scancell sat at £20 million ... somethings not right there lol...so I'm buying"

It's a valid point. What you need to appreciate is that the £20M valuation is simply the number of shares in circulation multiplied by the price of the last sale. (OK, so its actually the mid point between the lowest MM bid and highest MM ask but you get my point)




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