Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
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So Douve you are right to have your reservations, they mirrored mine, until now. We have gone from a M/Cap of 18m to 42m in just a few months, and I still believe we have much further to go before we have the trials underway. There is not one treatment that ticks the boxes for every condition, Keytruda is an exception to the rule, but when the market takes into account that 75% of theirtreatments shouldn"t have been given I just wonder how it will react?
Our SCIB1 monotherapy data is compelling, it has won many friends, just imagine how if that is replicated how we would grow as a company, already enlarged dramatically, with a pipeline that knows no boundaries.
Yes I am the eternal optimist now..........but I haven"t been for a very long time. I am surprised how easily people forget my opinions the last couple of years. Perhaps TF people believe the constant twisting of my posts, you still haven"t watched the two documentaries on BBC 4, a must for any serious investor, and frankly your constant bleating ""I didn"t know that"" makes me wonder why you choose to share others opinions without researching yourself. Yes I want you to stop commenting on my posts, as you twist them, what I seek is a response like Douve, given in his opinion, not what others post according to their trading stratagy.
So douve I respet what you are saying, like me you probably feel better for expressing it, but surely now is the time to look at the here and now. I think if you can do that, and I am sure you can, the future looks rosier, however much I value your opinion. ATVB
Afternoon Douve, so pleased you responded to my post and I understand your opinion possibly more than many here. You said..............."".Hi Chelsea, before I start I love your constant optimism especially under you circumstances and ultimately I believe I share your optimism for the future of scancell but it's because of that optimism and belief in scancell that leads to my frustration."" Just wanted to remind a few that I haven"t had a constant optimism, in fact two years ago when I moved over to ADVFN I was saying what you have said now. In fact when I came back, I was still asking questions, strikingly similar to what you have said today. In the last few weeks TF has constantly reminded me of my time over on ADVFN. Yes I did go over there, with one motive in mind, to seperate myself from what they were saying about me, to what I actually felt. I felt all of the frustrations you spoke of, I didn"t top up at 4/5p, but that was mainly because I had invested far more than I originally ever thought, and I just felt that if we ever reached my average of just under 15p, I needed the cash more than an average of 12p, and if we ever got there whats the difference between 12 or 15p. It really isn"t easy to budget cash flow when you don"t know how long you will live.!! To that it just adds to my sadness at the very abusive and personal posts that TF has aimed at me for a long time now.
I agree the amount Vulpes has invested is ""peanuts"", BUT I do believe as we are seeing now they are bringing true investment our way, and in the future it is mindless to even suggest there will not be a further raising, ever company has them on AIM or the Footsie, I just feel that their expertise in the financial markets will serve us very well and lets face it since their "peanuts" investment we are seeing the true value of their investment with an unprecedented demand for shares, hence the rise, and a return to The M/Caps we were once valued at.
We cannot ignore the acclaim Lindy Durrant has in the Oncology world, we cannot ignore the validations of our science, nor can we ignore the market has validated Immunotherapy, vaccines, and indeed our very own science.
Perhaps it is as simple as the market is ready for us, our treatments are special, and I did say many times that perhaps after the first couple of years of Combo trials perhaps we have timed our trials to perfection, in as much as the data we hve studied so far is hardly compelling so far. Yes we haven"t secured our first commercial, but is that not also because the BOD have decided to go it alone, until such time as we secure the maximum return on our true worth?
I believe Vulpes have secured a special deal, one which they hope will see multiple returns on their ""initial""investment, one which suits Scancell as it will cover the costs to secure our bloodline............DATA!!! On that we will be judged, and I do think it is a remarkable achievent to get this far on the investment afforded to us.
Hi Chelsea, before I start I love your constant optimism especially under you circumstances and ultimately I believe I share your optimism for the future of scancell but it's because of that optimism and belief in scancell that leads to my frustration. To give you another view as requested I don't think I've personally ever called the bod incompetent more incapable of doing a commercial deal (of sufficient size) not through lack of effort but lack of experience. Scientifically I am very pleased with the progression of scancell but commercially very very disappointed. To summarise the areas the bod of let us down
1) Lack of a commercial deal, the deal with vulpes is positive but it is peanuts amounts. Although it is an endorsement we will need more funds in 6-12months time and whatever way you look at it its further dilution. I agree it shows a certain amount of validation for scancell but at 5p and total investment of just over 3mill it's not that much of a gamble for vulpes. If we were still at 18p to 30p a share would they have invested? We don't know but supposedly we tried previously and they didn't (although science has progressed). Which leads to the question why can we get a large commercial deal for our science when its so good (and from my limited understanding it is). Other seemingly lesser and earlier stage biotechs have and yet we can't. I agree our planned scientific progression makes sense and should lead to greater things but it would be equally applicable to all these other biotechs with deals. Why do we have jump through so many hoops? What are we missing or am I misunderstanding? The longer we take to do a commercial deal, ultimately the slower our progression to market is(which ultimately is the more important to get it to the patient and money as well) and the more chance someone or something better usurps us?
2) the bod is incapable of giving or sticking to realistic timescales. Every timeline we have missed and we're still not back in human studies? This increases costs and delays any potential deal (if it's dependent on the result of human studies).
3) the infamous famous quote that scancell was now entering stage of commercial activity when JC first joined 18months approx back and before the last 2 dillutions.
4) I refuse to be pleased about the share price going from 3p to 9p. It may be very good for new investors but along with the dillutions has not been good for lth. Although I appreciate some have averaged down and I agree 3p was ridiculous price I was not willing or in a position to add more (other priorities). So a lesser is loss is still a loss and not something to celebrate, and something I think could and should have been handled better by bod (we should never have got to 3p).