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Brilliant - thanks Violindog
Lofas, like you, I'm locked in at this "derisory " price and can't bring myself to exit. Hopefully we really are at rock bottom and the trials will allow an orderly exit fir LTHs who need out. My aim / hope is an exit at 50p ...soon . Take care all ...enjoy life x
The Great National Cancer Vaccine Summit.
This was yesterday.
The agenda
Heather shaw , Kate Bingham , Christian ottenmeiser
Great line up
https://www.convenzis.co.uk/events/the-great-national-cancer-vaccine-summit#eventagenda
https://www.convenzis.co.uk/events/the-great-national-cancer-vaccine-summit
We welcomed delegates from industry, government, public sector, academia, research system, and of course healthcare.
We delved into the intricacies of the incredible national cancer vaccine advance that has recently captured the publics imagination.
Yes £8 for the entire company.
Pot of gold or pot of kaki
Is the £8 SP still on the cards over there. IF so when. Sounds good anyway.
Stakis....in Google/ chrome etc put in SCLP ADVF...and the N ans you should land on the page for Scancell. There's afew threads for chat. The most active one is PoG which stands for Pot of Gold . It's the thread that Incanno posts on .
Thanks violindog - still no wiser though!
Hi Ruck - yes I missed it too despite a few looks. Morning Violin.
Goodmorning TF and Ruck....a very nice summary indeed.
Stakis, hi , PoG is the Scancell thread "on the other channel " that can't be named on here....starts with an A ..D...V...F and finishes with a N
Forgive my ignorance - what’s PoG?
TF,
Ooops, I tried to be so meticulous firstly establishing the facts and then presenting them clearly. I have edited and corrected the posts (I posted it twice) just in case anyone looks back for information.
ATB
Ruck - just noticed a correction - 43 (patients) not 43% !
. . . on PoG, Ruck has been doing some sterling work tying down the baseline facts so far, from the SCOPE trial :-
Ruck 8322 - "So we can all agree on this statement : "Currently the ORR in melanoma using standard of care checkpoint inhibitors is 50%. Scancell are hoping to achieve in excess of a 70% ORR in their SCOPE trial using SCIB1. Initial results from 11 patients has achieved an ORR of 82% (9 out of 11).
Scancell are 90% confident that the 70% target will be reached in the expanded cohort of 43% Yes?"
Inanaco 8323 - "Yes . . . . " - (and confirmed in further chat - hopefully).
Helpful for newbies and lowtechs - much lively discussion over there and warming to see some agreement.
Lively disaffection here and thanks to EE, Ray, Keiny and Stakis for some balance.
Cleaner - https://www.biotechtv.com/ - yes me too ! Awaiting with great interest the Brad Loncar interview with CEO . . .
"She'll be coming 'round the mountain, when she comes" ATB
….mmmm…..
I bought more Scancell today in part because of what happened to another stock I hold yesterday. As a result of another company doing a deal in the same “space” on Monday, the share price literally doubled on Tuesday. Very small and speculative stock of course, but the point is that even news which is not company-specific can move the market quickly.
I also notice that BiotechTV is sponsored by NASDAQ, amongst others, and carries an interview with a VC who pointed out that London listings materially undervalue biotech companies. I would be unsurprised if he broached that topic with Lindy. Soon see……
Ray,
“ but good news for those who have faith in the science and see it as a buying opportunity.”
Since when has ANY investor wanted a stagnant or declining share price. I want this to up, up, UP. And while the SP is falling I certainly won’t be buying more.
Lots of wishful word salad no commercialisation and since money talks and the rest walks IMO SP will continue to slide to the next fund raising.
I think the deal Lindy wants is on immunobody as a whole, judging by what she said in the 2022 AGM.
So, assuming the SCOPE trial continues to produce results well beyond those produced by the 2 CIs alone (around 50% ORR), it may be well be possible. How such a deal would be structured is anyone's guess and, of course, it takes two to make a deal.
She probably wants to wait until iSCIB1 results are released, since this has the long patent life. So, for SHs, this means a wait until at least the 4th quarter this year and probably beyond this for a possible deal.
Inevitably, if no further glymab deals are done in the meantime, the SP is likely to decline slowly. Bad news for those wanting a quick return this year, but good news for those who have faith in the science and see it as a buying opportunity. However, we may see stunning results for the SCIB1 + 2CIs cohort in Q3. This should re-ignite the interest in SCLP.
Ruck Ditto
Chelsea, I have some sympathy with Lofas stance.
I too have “written this off” emotionally. Not that because I think this is “toast” but IF the worst were to happen I wouldn’t be emotionally or financially wrecked.
Loafas - are you suggesting this is now toast?
IMO I don't think a deal would get shareholder (including Vulpes) approval under $1, there's too much potential value to settle for that where we are currently and trials in progress. On the next significant positive news I feel $2-$3 for an overall TO is possible. However, even though I'd like the TO deal myself to finally get a full exit, I'm not sure, with the various avenues of development that is likely and think the buyout/licensing of molecules and or platforms is the preferred route for the BOD. Anyway GLA
Don’t tell me what to do. I have written this investment off.
All good points. Summarises my own view as at yesterday.
But this afternoon I’ve put my money where my mouth is and topped up. Possibly there is a longer line of stock looking for a home, but I’m hoping to see news rather sooner than later.
Scancell remains my “conviction stock” in the portfolio.