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ananda….timeline is the one I agree with. I don’t think we will be alone doing phase2/3 trials but partnering with a bigger pharma is the distinct reality.
LD appointment is very significant shift in the direction of promoting sclp products in the front of big boys and that will reflect in the sp moving upwards. We were moving at a snail pace but not so from now on..
I can see 30p+ soon and £1+ by the end of the year..with all our “unrivalled “ products.
GL
A lot of chat but no trading this morning apart from a 1172 Buy at 8am. What is going on after yesterday’s interest?
And as for target, I reckon £121 is a decent start:p
Yeah, I agree...... also there could be other Covidity positive news on its way... of course most exciting would be getting a capable partner/s ... It looks like SA will be an accommodating trail host which is a big plus though obs the situ there is a risk which is why good to here things are mostly 'stable' in the cape....I reckon recruitment will not be an issue so more all about logistics of getting vax there and delivery methods etc... probably need to send at least one of our team
As phase 1 trial start things will move fast,so we will know in next few months.
Again look at the Biontech announcments and timelines for guidance
Do you have a target and timeline ananda?
Morning Ivy,
I thought the car analogy as well but thought he may not get it. He is too young to drive lol.
It has been going down for most of that time
Crumbs,
Only if his Mum will let him! :-)
How much money have you made on your 9 year investment Warren Buffett?
Where have Biontech's revenues come from Einstein?
Morning,
Ananda exactly which part of Bermudas post is nonsense.
Let us be absolutely straight here we are very confident in the future agree with Lindy that we have an exciting pipeline and offers limitless potential.
But at this point in time until they get trial data which at the moment apart from SCIB 1 they have no human data whatsoever then comparisons of SCLP to Bion Tech are exactly that comparisons of two entirely different outfits.One is a proven multi billion £ Company that has secured multi million deals with some of the biggest names in pharma.The other SCLP is potentially a $1bn plus Company but as yet has no trial data and no deals.
That can change but at the moment it is pure conjecture.
A Fiat and a Ferrari are both Italian Cars and you may consider that comparable whereas personally I feel until SCLP proves to be a Lamborghini we can get a more comparable example
I like the new addition :) probably got a spikey mohawk hardo too
ananda
Shame you feel that way, but rather than throwing around insults, why don't you try to explain what part of my 21.54 is nonsense and have a reasoned conversation? Otherwise people might think you're incapable of reasoned debate because you lack knowledge. So go on - give it a go, what part of my 21.54 is incorrect? Let's start with your description of BioNTech as a tiny bio tech - from memory it IPOd with a market cap of between $3 and $4 billion. It never has been a tiny bio.
Biontech's valuation of 580 times the value of scancell would equate to a scancell share price of
£121 a share
Have a nice day
No room for debate (or reason) here then.
Best of luck to the new leader!
AIMO
Biontech has come from virtually no earnings to almost $2billion all on the back of the Covid MRNA vaccine
Sure they have previously raised and burned through huge amounts of cash
Biontech current market cap is $75.5 billion
Scancell ex cash around $130 million
good morning Ananda
Observation I note you have only been a member since 18th May 2021.. I have not had time to read the many posts from yesterday . have you been posting / been a member with another name because as you state re Bermuda "It is always same band of snooty posters that have been clogging his board for years"
best regards
Bermuda as usual you are talking nonsense. It is always same band of snooty posters that have been clogging his board for years
ananda
BioNTech has raised over $1.6 billion in funding, has over 1000 employees, its own manufacturing plants, even before covid had signed deals with Sanofi, Pfizer, Lilly, Genentech, Bayer etc. etc. Deals that had already brought in hundreds of millions of dollars in up front payments. In addition, its founder had already built and and sold another bio for nearly $1.5 billion so had a proven track record.
That's why the specialist life sciences funds and big investors loved BioNTech and that's why they had a multi billion market cap before anyone had even ever heard of covid19. BioNTech is definitely not a tiny bio - not by any stretch of the imagination.
There is huge potential here for a significant deal on any one of Scancell's platforms but you're not basing your valuation on comparables at all.
Ananda if you honestly believe that you are comparing like with like then why do you think Ugr Sahin has not picked up the phone to Lindy like he did with Kathrin Jannsen.
Surely if they are valued the same as you claim then it would be a helluva good value phone call.
The value of the two projects is totally different based largely on the extreme urgency in the Bion Tech case but why let the facts get in the way of a good ramp.
When SCLP comes up with trial data we can all get a more realistic value on the science.That is what SCLP have always stated but why bother with the stated intentions of the Company you are invested in when you can pluck figures out the air
Whats wrong in comparing to others? Lindy reckons her techs are 'unrivalled' if that is the case then the rivals are our benchmarks....
Again I say possibly I know we need data I can have a Ferrari on my drive but no engine in it... going nowhere!
But hey if I turn the key and it roars or purrs or does whatever a Ferrari does :)
And I know it might turn out the key turns but the engine is from a robin reliant :)
Somehow though I feel and yes you can say it is wrong to but I feel Lindy knows what she is doing and has engineered one hell of an engine..... data will prove it or otherwise but Covidity is a great start considering the amount of tech in it.... moditope the cherry Avidimab the icing... turns out my Ferrari is a cake!...
Another person that seems to completely miss the point
Markets look ahead.
We base valuations on comparables.
The last tiny bio tech that produced a vaccine became worth billions before a phase 1 trial.
Do people really need nanny to hold their hands all along the way and tell them when it is safe to come out from under the covers?
Hi Crumbs,
Really decent day and the good news about the SA trial starting has helped sway sentiment from last night where it would still be good to get more clarification on last nights news.
As has been said very bullish quote from LD and absolutely she is best able to comment sagely on the science which we will all know will determine the outcome here.
I do believe SP predictions of multiples of £s whilst possible is meaningless and only serves to heighten expectations on all sides.
I would rather people just rein in some of the wilder predictions until at least we have some actual trial data and try and add a tinge of realism to any perspective valuations as I think some have got a bit excited today and overheated
I don't really get the £8 quid a share hangup apart from it came from inanaco... and some here have a totally allergic reaction to anything that comes from him lol
To me £8 quid is possible from Covidity alone... I say possible and not a done deal
It is also possible from moditope... nice new modi2 paper that today
It is also possible from avidimab/glycans
3x8.... £24 that'll do it :)))
But honestly all the ingredients to get the mcap to a billion and make scancell another one of those Oxford biotech unicorns are on the table... and that would be my first hoped for big milestone... what is that.... a quid or a bit more?
seemed a long way at 3p a share .... not so at 20p