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The only things that matter here are data and deals. The rest is just noise.
But data and deals could literally happen at any time at all.
Meanwhile, Vulpes will be upgrading their adjectives from “derisory”…..
When status of share price is based on maybe if hope possible and other meaningless wishful thinking words then outcome is clear, that what I meant.
Prof Sarah Danson was author of abstract
This year's Melanoma Patient Conference session videos are now LIVE! 📽
You can access all of this year's sessions here: https://buff.ly/3xAae3u
Once again thank you to all of those who made this year's event such a great success! We look forward to welcoming you again next year.
#melanoma #melanomapatientconference #patientconference #mpc2024
Thanks Iofas. I got sleep as I'm BST + 6 hrs !
I very much doubt if anything I post here will affect the SP in any way at all. Just recounting some thoughts. ATB
Hope, might & possible can only push SP down or sideways …get some sleep.
An RNS is possible any day, including today.
Recalling the comment made by Moderna at a recent Event, to our CEO, to the effect that, "if you're right, we're in trouble", it's OK to wonder if Moderna have learnt much more on that theme lately?
Prof. Lindy will surely have had chats at least with BioNTech and Moderna in this adjacency, for sure. Whilst it's fair to bewail our 'missing' RNS, when it arrives, let's hope it proves worth the wait.
I think it possible that with discussions, meets, travel etc., matters Scancell might be busy over there. We'll see . . . GLA
Nasdaq a more likely route. I notice shell are thinking about delisting from the FTSE as they feel under appreciated.
Oncology is the single largest market in the global biopharma industry, worth over $200B. Here's a look at the top 15 drugs in the space, and some insights behind the numbers:
1. Several top sellers are facing LOEs soon: Pfizer's Ibrance faces competition in 2027, while Merck's Keytruda and BMS's Opdivo face expirations in 2028.
2. 4 drugs gained over $1B each in addition sales compared to 2022:
Keytruda (up $4.1B) Darzalex (up $1.8B) Imfinzi (up $1.5B) and Verzenio (up $1.4B).
The biggest decliner was BMS's Revlimid, which saw sales drop by almost $4B from 2022.
3. It is notable just how much these drugs depend on the US market for revenue - for several of the top drugs (e.g., Darzalex, Opdivo, and Ibrance), US sales accounted for well over 50% of total revenue.
The next few years have a lot in store - major LOEs, new modalities like ADCs, and more favorable capital markets - all of which will continue to make oncology one of the most dynamic parts of biopharma.
Infographic showing the 15 biggest oncology drugs by revenue in 2023, along with logos of the companies that made each drug
I agree Bobbust that’s some cash burn 🔥
They were burning through the cash at a fair rate £33m for the last year. I think they must have found it dificult to raise any more.
Looks like we run a tighter ship with a longer runnway and more chances of deals to fund the rest of the development
C4XD doing the same. I doubt it will happen with Scancell as funding sorted for a while yet.
Reading about Redx (backed by Redmile) delisting concerns me. They cite low liquidity leading to depressed share price as the reasons for delisting.
Any thoughts on this and does anyone know how Redx situation differs from Scancell?
Nice to see SCLP get mentioned.
Very good to see SCLP bounce back, pleased I did not give my share away.
A nice short summary post AACR.
https://www.delveinsight.com/blog/cancer-vaccines-landscape
Some photos from the 2024 Conference that you may find of interest. Could be one or more of the photos shows Ballroom 20.
Guess there is disappointment in some quarters that there was no RNS today but who knows what conversations took place and with whom and what the outcome might be from those, in due course.
https://www.aacrmeetingnews.org/attendee-map-gallery/
Another buying opportunity.
Agreed PB.
Two big sells early afternoon putting downward pressure on the sp.
Could be a buying opportunity for some
Missed that one, but explains why. Thank you for pointing it out.
The price is the ultimate arbiter and tells you what is going on.
Indeed. Makes a nonsense of any attempt to analyse the level of buys and sells
RayP is essentially in agreement, that the system is carp.
LSE get a feed of trades from the market and, surprisingly, this feed does not contain whether each trade is a buy or a sell.
So, there is logic on the LSE web site that uses the mid price between bid and ask to determine whether the trade is a buy or a sell. Inevitably, for trades close to the mid price, there will be errors.
Micky. Suggest read the post 10mins before yours.
Showing as a SELL!