Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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TF,
I must have blocked that from my memory as half the family are big SUFC fans. UTB
Yes Ruck and good for them ! What a fine result Burnley had, walloping Sheffield United the other day. Come on Burnley !
Really good to see that Heather Shaw, one of the SCIB1 study investigators will be presenting a poster at ASCO in Chicago in June. The abstract title:-
A DNA plasmid melanoma cancer vaccine, SCIB1, combined with nivolumab + ipilimumab in patients with advanced unresectable melanoma: Efficacy and safety results from the open-label phase 2 SCOPE trial.
Presenter: Heather May Shaw, MD, FRCP, MRCP | Mount Vernon Cancer Center
Abstract: 9535
| Poster Bd #: 319
ASCO isn't just another scientific conference, it's the largest oncology conference in the world and it would have been disappointing if Scancell were not represented.
https://meetings.asco.org/meetings/2024-asco-annual-meeting/316/program-guide/search?q=
"True, but it's nice to have some goals in life I suppose."
Don't rub it in ratty, some people here support Burnley.
WTP - I think that Sath was a 'Panel member' rather than 'Presenting'. But hopefully he had some useful interactions anyway!
It feels like 'all hands on deck' and the 'quiet' is a bit strange. Who knows what's afoot, or not?
@Dalester + Jambion + Burble. Wondering the same sort of thing. These conference attendances would have confirmed months and months ago you'd think, so obligated to attend?
Also, very odd that the CFO went to present what was a scientific presentation?
Hi jb. Again.
I don't see your response as a fair comment. Reconsider - one might wish to make a contribution, i.e. something other than understandable but never ending observation of the 'long' wait for news. That's it. Have fun. BFN
I ost infrequently for a reason. Not to bore the pants of others with other people's messages.
We know that there were companies wanting exclusivity for some of the Mabs, so we could easily conclude thst they would want an NDA too. Attending conferences also gives some, cover for meetings too. Better for everyone if the NDA covers as wide an area as possible, so perhaps we have been attending pre-booked conferences or ones where being there for some private discussions was important, but being very mindful of not letting new information slip out so stick to an old script..
So all new info is under blackout conditions until such time as an agreement is reached or negotiations fail... the bigger the deal / s the longer the negotiations, the longer the NDA will last.... well its a theory!
Jb - thanks for the explanation. I see you post only infrequently - we could really do with more of your brilliant stuff.
However, unabashedly, I'll post similar whenever I choose, if that's ok? GN.
If people want to read last weeks post from the other side I am sure they can navigate the web without your help. Does that help you to understand?
ATB
Thanks jb. And your point is ?
Have a lie down TF. You will wear yourself out. LOL
Burble has articulated what I was thinking - is it just possible we are in a closed period? How else can you explain Lindy’s comment ‘I am excited to demonstrate the progress Scancell has made in this class of immunotherapies’ (at the annual Immuno- Oncology summit earlier this week) and then proceed to present data that has been public knowledge for months!! It doesn’t make sense to me other than they are constantly raising awareness at these conferences, but then again, are they not attended mainly by the same people/companies?? I’m probably just overly impatient!
With the strengthening and the widening of Team Scancell, the indications have suggested, until this recent dearth, that Scancell's IR was improving. I don't think the Team has suddenly got worse so it's a bit of a mystery, but then, 'twas ever thus.
Feeling thwarted as ever, myself that is, I think a better reference point for any despair, or panic, is this list from Bermuda over there. I think that No. 13 was added by Inan, but E.& O.E.
"Thanks to Bermuda, his 7909 over there:-
"Here are some items of potential news. Some are obviously much more important than others but in terms of building the flow of positive news could still contribute:-
1) Recruitment to SCIB1 cohort of current trial complete and last patient dosed
2) Confirmation that the 70% threshold has been met and therefore this arm of the trial is a success. If the ORR is maintained at 85% then that would be fantastic but I hope expectations won't be raised too high - the 70% is enough.
3) Presentation of these results at ASCO (would also be good to see participation at ESMO too)
4) Progress updates from the iSCIB1+ cohort
5) Recruitment complete for iSCIB1+
6) Top line results for iSCIB1+
7) Confirmation that pre IND meetings with the FDA have taken place and were successful thereby giving a clear development pathway forwards for SCIB1/iSCIB1
8) Clearance of IND and MHRA approval for the phase II/II SCIB1 trial
9) Details of the investigators for the phase II/III - particularly if Scancell have managed to secure any big US names
10) Confirmation that Genmab intend to take Scancell's mAb into the clinic and clearance of the IND. This should trigger a milestone but much more importantly it validates the Glymab platform for any others who may be evaluating other mAbs
11) Further Glymab deals
12) Addition of new mAbs
13) First patient dosed in phase II/III trial
I'll stop there. As I said earlier, the big unknown is what happens re. the Redmile CLNs and whether they can get a decent funding away. Certainly it will be easier if they manage to deliver on the above."
And there you have it, as Freddie said . . . . . ?
Burble,
Re closed periods:
1. Directors and other key staff are unable to deal in the shares (including award or exercise of options) for two months prior to the publication of financial results, because they are deemed to know what those results will contain.
2. Directors and other key staff may also be instructed not to deal when the company is in possession of material, price-sensitive, non-public information. For Scancell, that might include situations where there has been an agreement reached for a material deal which has yet to be announced - or it may include a scientific discovery that has been made but not yet announced (or patented). And it would include good or bad new trial results being known internally.
I would expect a company like Scancell to be in a close period for about three quarters of the year, on average.
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.