The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
It’s not. Frustration is under statement m. They took on public relation officer and other officers drawing funds for doing nothing. Preso after preso filled with yesterday’s news. Weeks become month and years and all we have is 60% down on las tv year value. Enough of half unfounded fairy tails excitement stories.
True, but it's nice to have some goals in life I suppose.
@lofas I too am very frustrated at this weird situation of no updates but attendance of conferences. But your post is a huge overreaction IMO.
Market value 9.5p exactly where it should be possible sliding below if this abysmal continues where we have perso after perso filled with yesterdays news. I’m not waiting for RNS instead I’m waiting for this company to collapse
‘Amisses Fidem’ ….. in their respect for long term private shareholders who have engaged in at least 3 fund raisings. We were very important when the opportunity came for Redmile to stump up £40m and they needed our votes to ensure it wasn’t blocked.
All we want is clear communication not unthought through conference presentation titles.
Nil desperandum . . . . ATB
Can a more experienced investor explain to me how a closed period actually works? If they were in discussions with somebody, would they be able to announce anything new to the market at these events or would their hands be forced to regurgitate old data because of the closed period?
I'm just curious as to whether or not this is or isn't a sign we are in a closed period or whether there isn't actually any news to share?
I think it’s there is a disconnect between Scancell and us private investors. Clearly Redmile and Vulpes will understand where the company is and what attention has been created by the various conferences and presentations.
There is a complete lack of strategy to keep the share price as high as possible in fact the policy seems to be quite the opposite.
‘Modi1 Clinical Update’ stated for yesterday’s presentation, a clear message that more up to date information is about to be shared but they should have used very different language to describe the regurgitation of data presented over 10 / 11 months ago.
The reason why they are so unconnected with us private share holders is beginning to bother me as they are becoming serial ‘let downs’ and the market as a whole now distrusts any future positive comments and is marking the value lower and lower.
Sad but obviously true.
Almost a year since any Moditope update....we must be due something to help support this miserable SP . At this rate of progress we will run out of capital before trial results and unless Redmile supports Scancell...a fire sale is the only way out.
Indeed...the same "core" of folk must attend these conferences. They must yawn through Scancell’s presentations by now.
Balerno...... A question a good many are asking I would suggest!!
That’s two pre announced conferences where there has been no RNS giving promised information on trials?
Why?
Are they just presenting old data?
At least there's a face to face at the end of May.
Hi Ciaskin,
I agree with your maths, it would need to be 28 out of 34 to maintain the 82% level. Scancell do occasionally give out conflicting information and I sometimes find it confusing.
I notice that page 9 of the interim results presentation in January’24 fits in with what you say as it makes reference to “more than 27”, it states:-
Simon stage 1 >8/15 ORR; Simon stage 2 >27/43 ORR
https://www.scancell.co.uk/Data/Sites/1/media/fininfo/2024/scancell-interim-results-fy-2024.pdf
Bajookajr’s link states 27 of 43 patients now enrolled, so agree another 7 patients would take this to 34.
I am no expert but I interpret (on the basis that when they got 9/11 ORR in Simon stage 1 they immediately moved to Simon stage 2, rather than waiting for results on 15 patients) that if they get 28 out of 34 that would be enough and they would not require results from 43 patients. AIMO
Thanks for reposting Johnny. What is slightly confusing for me is that while 9 out of 11 is indeed 82%, 27 out of 34 is only 79%. It would have to be 28 out of 34 to maintain the 82% level. Either way, is she saying that if we were to achieve the necessary ORR after just 34 patients dosed, then we wouldn't need any more before moving to/preparing a Phase II? If so, we would only need to recruit another 7 patients...
Abysmal.
Even manado keeps repeating his posts on the other side. Buying at 11p proved to be throwing good money after bad. And folks were queuing , it’s not under value , it’s exactly where it should be
So much excitement repeat of what was already in the public domain
No news as Scancell has a master in old news.
Q4 possible
Year ?
Same old news. Why I’m not surprised.
Surely they are not regurgitating results from a few months ago?? I accept they are trying to raise awareness at every opportunity but I can’t believe, given Lindy’s comments, it’s months old data…..?
This is a slow burner zzzz. Let's hope nobody leap frogs us.
A case has started in the High Court today in which Moderna is suing Pfizer-BioNTec for royalties on Covid vax sold after March 2022. The gist of the case is that Moderna claim that targeting of the spike protein is their IP, whereas P-B claim they made an inventive step with their vaccine. The case is expected to last 20 days.
I suspect the outcome may have a bearing on who is seen to be leading the mRNA field……and who may be left looking for an edge of their own.
Ipad......they had better be quick as it start's in just over 10mins
Next Tuesday, 23rd April 2024, Scancell Ltd CEO Lindy Durrant is presenting at the 8th annual Immuno-Oncology Summit Europe, hosted by Cambridge Healthtech Institute in London. Professor Durrant, will be speaking in the Therapeutic Cancer Vaccines program, where emphasis on clinical studies will be highlighted.
Lindy’s presentation, “Clinical Update on the DC Targeting Melanoma Vaccine, SCIB1 and the Modi-1 Vaccine Targeting Citrullination,” will take place from 2:45 pm – 3:15 pm BST sharing exciting results on SCIB1, Scancell’s ‘off the shelf’ ImmunoBody® #cancervaccine, which has demonstrated positive efficacy data from the Phase 2 SCOPE trial for advanced unresectable #melanoma, as well as Modi-1 as a monotherapy in range of hard-to-treat solid #tumours.
"Following on from #AACR24, there has been significant interest in the clinical development of therapeutic cancer vaccines, and I am excited to demonstrate the progress Scancell has made in this class of immunotherapies." - Professor Lindy Durrant