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well you have a choice ... Ruck
Buy or Sell .....
two options ...
Inan,
So it’s back to your hedgehog defence now?
you see Ruck i read that ............ and go Wow ! what are we holding .......
yet another article or paper ........ that backs up Scancell ...
i have yet to find one that does not ............... indeed every negative i find ....... scancell has a work around in Modi1
Inan,
It absolutely doesn’t reinforce it. You are taking figures out of context. The numbers are meaningless unless you factor in a TIME element.
I will reiterate the point I made yesterday about a faction of this BB being unwilling to acknowledge the effect of TIME on this as an investment.
Today, Chester wrote...
“ then it's just a matter of time”
JUST a matter of time?? No, TIME is the most important element!
This may well get to £10 per share but it may take years. The longer it takes, the less the annual return.
To have a credible valuation you need to state:
Some rationale and assumptions to support the figures
An estimate of timescales
A plan as to HOW you are going to get there.
To say £1, £3, £6, £8, £10, £12, £20,£200 WITHOUT some timescales and supporting argument is completely MEANINGLESS.
Ruck,
I am not suggesting that value right now, crikey....but if the data comes back good on most of the IP what then?
A lot of LTH's have been in this share for many years, don't give up on the last lap, surely
Your £10 could even be the minimum base line
ATB
i wont hammer you with Cut and paste ........... ruck but just read this .,..........
Conversion of arginine into citrulline is a post-translational modification that is observed in normal physiological processes. However, abnormal citrullination can provoke autoimmunity by generating altered self-epitopes that are specifically targeted by autoantibodies and T cells. In this review we discuss the recognition of citrullinated antigens in human autoimmune diseases and the role that this modification plays in increasing antigenic diversity and circumventing tolerance mechanisms. Early published work demonstrated that citrullinated proteins are specifically targeted by autoantibodies in rheumatoid arthritis and that citrullinated peptides are more readily presented to T cells by arthritis-susceptible HLA class II ‘shared epitope’ proteins. Emerging data support the relevance of citrullinated epitopes in other autoimmune diseases, including type 1 diabetes and multiple sclerosis, whose susceptible HLA haplotypes also preferentially present citrullinated peptides. In these settings, autoimmune patients have been shown to have elevated responses to citrullinated epitopes derived from tissue-specific antigens. Contrasting evidence implicates autophagy or perforin and complement-mediated membrane attack as inducers of ectopic citrullination. In either case, the peptidyl deiminases responsible for citrullination are activated in response to inflammation or insult, providing a mechanistic link between this post-translational modification and interactions with the environment and infection. As such, it is likely that immune recognition of citrullinated epitopes also plays a role in pathogen clearance. Indeed, our recent data suggest that responses to citrullinated peptides facilitate recognition of novel influenza strains. Therefore, increased understanding of responses to citrullinated epitopes may provide important insights about the initiation of autoimmunity and recognition of heterologous viruses.
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5011684/
at some point you will wake up and that RNS will be out ........................................... OMG !!
Ruck try this ....... Optivo and keytruda ...
then the industry goes ..... wow !!!!!!!!!!!!!!!!!!!!!!!!!! and tries to engineer similar
Roche/ Pfizer/biontech etc etc
how can they make "similar" moditope .. ?
we saw £10 ... it reinforced £7.88
Bunsie,
£7.88 based on REAL figures?
Reality check - have you seen the SP?
I imagine that some people bought in on the news of the development of a Covid19 vaccine.
Many of these will not have done much research on Scancell and the science they have produced so far.
So when funding did not appear in the following weeks, they sold.
This same pattern has probably happened in the past. Meanwhile throughout Lindy and her team continue to invent new science to add to their already potentially huge IP.
Definitely a share that you need to do a lot of research on and then come to your own conclusions.
Inan,
You may also want to consider your stance if it falls further below “ludicrously cheap”. Will that be super-ludicrous or Uber-ludicrous?
I have no issues supporting £8 or £10 ... plenty of comparisons .. not least Keytruda sales ...
Inan,
I seem to recall either yourself or Puritas comparing Scancell's value a long while ago, based on other Bio sales at the time and with less IP than Scancell has right now. I can't trawl back that far but I'm sure it came out at a minimum of £7.88 a share and that was based then on REAL figures..... do you remember it?
ATB
Inan,
So far you keep posting the sound bite, but nothing to back it up...
"""So you may also want to question the market why it values the company at this ludicrous level""
calling Ruck in ............
I have been promoting his £10 valuation as well ........... an excellent post
i am so accommodating of alternative views
Bunsie i have been told to be more humble to others ... gentle , less abrasive, accommodating
i highlighted ... and have promoted ever since ....
"""So you may also want to question the market why it values the company at this ludicrous level""
Inan,
Are you going soft in your old age? that's two post-rec today! AND it's Friday remember (where's Ruck!)
@chester... I too agree , great posts
ATB
great posts that support Mhighbar ... Micheal should feel proud ...
"""So you may also want to question the market why it values the company at this ludicrous level""
yep ... another great post ...
Hi Stakis
Due to the FDA holding up the SCIB1 / Combi trial for 2.1/2 years plus CV-19 stopping most if not all cancer trials in their tracks, we will probably need to raise more capital. If that happens I hope it's an Open Offer so private investors can take part as I will definitely take part.
My point earlier was that if you believe that when Scancells cancer platforms are actually put into clinical trials that they will work, in humans as they did in mouse models, then it's just a matter of time. The SCIB 1 trials in Melanoma have already proved that the modality, as designed by Scancell does work.
If you put money in a five year bond what would be the possible return, set that against the possibility of a successful Scancell in 5 years. The only hurdle is our perception of the risk that Scancell amounts to nothing but that's the reason we do research. If during your research into Scancell you become unsure of their potential to succeed, then don't invest. Find an investment that you are confident of becoming successful.
With Scancell I fall into the camp of 'glass half full'. Given the resources I will continue to buy especially at the current price.
Also we must consider C7's point that in early September the first AvidiMab collaboration/ agreement reaches 12 months, so there has to be a decision at that point. It could well be the first deal with two others in the pipeline.
That incoming money may well see us through to first glimpses of data from the SCIB1 trial.
I know it's hard but patience is the name of the game. The science, the IP, the Patents and the Trial Approvals are there in place it's just a matter of time.
Chester.
Chester - I don't know enough about SCLP to guess which way it will go but to play devils advocate for a minute - what if they are burning cash and need a rights issue to fund the ongoing trials, thus diluting the share price and even then we won't know whether the trials will be a success or failure or somewhere in between.
As a modest sized holder I do worry a little about a rights issue and wonder whether I should sell - problem is there is always a carrot dangling!!!!!!
spot on Chester .....
The current MCap is now £25m given that we reach 'the day' when both Scib1 + Keytruda and Modi1 have proved themselves with successful Data, what will the IP and all the Patent Protection be worth ?? How many 100's of millions ?
5.45p is a price based on the current demand for the share in the wider market. If a fully researched investor in Scancell truly believes that that day will arrive, they will see 5.45p as an opportunity to acquire more shares.
I don't welcome the delays that have been visited upon Scancell but I do appreciate the fact that I have been able to build a shareholding I could have only fantasised about when the SP was at 15p.
So we are the market, why would we not help ourselves to these ridiculously cheap shares.
Chester.