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Fair post Knowlesi and then of courseeach person has different reasons at different times. I was lucky this year, actually my first year trading this in tranches of £1500, lucky because I hit the lows and highs pretty much each time in that 6.5/9p range.
I have 80k between 7.5/7.9, no trading pot, so filling my gap till then at 5.5p suits my stratagy,but I agree with most things you say. But then again what you say applied at 6.50/9p also, so you either take a view or do nothing or even sell yourholding at a 50% loss at 7/8p and just sit and hope 3p comes along. Given the same information people will choose different options, but yes fully aware of down and upside
LL,
“ I'm not keen for the price to move upwards without substantive information providing a foundation“
I can assure you it won’t lol!
Inan,
"""So you may also want to question the market why it values the company at this ludicrous level""
Of course we are making the big assumption MHB meant ludicrously low. Perhaps he meant 5p is ludicrously high?
I'm not keen for the price to move upwards without substantive information providing a foundation. To me, it will be just another pump and dump like situation.
If we are seven weeks or so from substantive news, I'd rather wait and see what happens then. If we get another dump on the back of good news, then we will know far more about investor mood.
FYI, I've seen a board in German discussing share board commentary to inform their market. I have to assume it is this and other boards.
Ray,
Yes it is a personal opinion, just interested to find out who thinks it is.
To me Lindy has quite possibly researched correctly the key processes that take place in some autoimmune diseases.
She has then used this knowledge to design a vaccine to attack cancer.
The ubiquitous targets she has found, plus finding a type of T Cell that surpassed her expectations (this was maybe the serendipitous element of her discovery) is what makes Moditope so exciting.
It's been a long research and development effort with the addition of amplivant plus the manufacturing problems but hopefully there are no hurdles left to jump over.
Its a personal decision as to whether the current SP is ludicrously cheap. Not worth a long discussion IMO.
Oops, I've added to the discussion.
Evade .......... what are you Ruck now working for HMRC ?
what sparked the debate was not me ... it was mHighbar, and I asked the same question ....................
inanaco
Posted in: SCLP
Posts: 31,838
Price: 5.35
No Opinion
RE: SCLP now has the valuation of a startup!07 Jul 2020 18:21
"""The aim of my post was to see to what extent other investors had similar thoughts about issues related to the overall management style in order to bring them up at the AGM in a concerted way. """
that will never work from just posters on here, for a start quite a few of the questions you would like answered are price sensitive or locked in via Non Disclosure ...........
you then posted
"""So you may also want to question the market why it values the company at this ludicrous level""
and how do we do that exactly ??
"HOW DO WE DO THAT EXACTLY"
call a friend ?
ask the audience ?
or just throw a hissy fit because he could not explain his own post .....
Hissy fit wins
“Now if you feel you can present a NEGATIVE .......... better ....
That actually stands up to scrutiny ...........
Best of luck ....”
No negatives on the science from me.
You are evading the question, why are we trading at a “ludicrously cheap” 5.45p
Now if you feel you can present a NEGATIVE .......... better ....
That actually stands up to scrutiny ...........
Best of luck ....
if you understand the Balance principle of treating cancer ........... you can build the check list to see how scancell has overcome each of the hurdles ...
Moditope
Peptide vaccine because its so immunogenic
add 3 peptides that don't conflict to make sure you can clear all systemic cancer .. (mets)
test in all HLA types to increase patient diverse immune systems
Slew the CD4 to Pro Inflammatory and reduce the amount required by 100 fold .. use Amplivant
Switch to Hydrophobic peptides for better response .. but difficult to design a scale up process from lab to manufacture
Done
Find Homocitrulline to treat cold cancers that is even more potent than Modi1 .. and can work together
develop Mab 2811 to identify specific potent t cells for TCR transfected
Huge learning curve for both Scancell and BioNtech ... as they collaborate on what is a never generated before Cytotoxic CD4 from vaccination .........
mind blowing ...
unfortunately Ruck ...
I can only ascribe real value to Scib1 alone because we have patient data ........ because Synergy has been proven in other trials like genexine and keytruda .. unless the market accepts "actual" data from keytruda and Immunobody generated from previous trials ... has to be synergistic ... out will pop MR "unproven"
but the moditope trial ... could be mind blowing on the SP ............. because of its potential efficacy across so many cancers
it has far wider applications than Keytruda has ..........
yet the market is oblivious to what Lindy has achieved ...
rather than asking why have you not done a deal yet ....
you should be looking at how they are doing deals .....
Proving up the pre-clinical first
ON
TCR and Avidmab , SCib2
products scancell can allow to be licensed even with SCIB2 the option to take back if the data is over whelming
but sell off the lead product before Data now we have Combi pre-clinical ........ Not on the cards ... why would you, if you trust your own ability ...
real Value = 100's of millions by the way
Inan,
Your 10:00 post was absolutely superb - if the question was “how good is Scancell’s approach to developing cancer treatments?”
Immunobody solves the problem of Low affinity exhausted T cells ......... by giving High Avidity as explained previous this T cells are not normally given hi Avidity as they are very reactive .... hence Scancell can claim Potent ...
Keytruda has shown and proven itself to lock onto T cells ...... ..... Proven you cannot argue it won't latch on
so that is two parts on the left scale sorted ...
Gravity hopefully takes over
Immunobody also generates CD4 helper Cells both Scib1 and 2 have CD4 support ........ both slewed to TH1 pro inflammatory because of the multiple signalling by immunobody these are effector cells and will suppress the CD4 suppression cells
third assistance to the left of scale ...
but some patients will have lost antigen ............... we cannot help them
But Moditope can ...................
because it "forces" presentation of MHC 11 epitope ... its one area that the cancer uses Autophagy to its benefit when it gets stressed to stay alive that actually assists the vaccine rather than diminishing it ... and for that you need to modify the epitope and citrullinate it ... Modification 1 .... Modi1 it then becomes extremely immunogenic ... so much so it activates the very rare CD4 CTL ....
once you have convinced yourself of that like i have done ...........
“ludicrously cheap price” takes over ...
ATB
Ruck 09.53, dependant totally on news flow, as we are at the moment range bound awaiting news.
In physics, gravitational acceleration ........................ is exactly the same with the adaptive immune system
Ruck ...... Every thing in this business revolves around Two key components as the start point ..... the antigen and the T cell
theory being the Antigen that is foreign to self that elicits an immune response will be killed by an activated T cell . the basic format of the adaptive immune system.
so if you want to make money ................ the only way is to find the antigen .......
but there is a catch ............... Cancer is clever it escapes the immune system and at that point your are doomed
because the cancer has hijacked the checkpoints that calm the immune system ..the major ones being
low affinity T cells that are exhausted
Pd-1
Ctl-4
Suppressor CD4
antigenic loss
so First problem is solve the T cell mystery ...... "affinity and avidity" and the Th1 issues ....
so if you break everything down into the Negatives effects of the immune system as a balance ....
left is what the immune system can do .................. and right is what the cancer can do ..
you will build a picture of how to tip that balance to the immune system ......
as you know if you tip the balance .....gravity takes over ..... that is our business
you do not need an all encompassing solution just enough to get it started ...
OK,
Here’s something so provoke the thought process.....
If you think 5p IS ludicrously cheap, how high can it go to still be classed as such, at what level will it move from “ludicrously cheap” to just cheap.
If you think 5p is NOT ludicrously cheap, how low would it need to go to become so?
Definition of ludicrous
1 : amusing or laughable through obvious absurdity, incongruity, exaggeration, or eccentricity
2 : meriting derisive laughter or scorn as absurdly inept, false, or foolish
So whilst some consider the current SP around the 5p mark “cheap” it doesn’t fit the description of “ludicrous”.
It is cheap compared to Trinity Delta’s (conservative) valuation of 15.6p.
I guess if it was “ludicrously cheap” there would be so many piling in that it wouldn’t stay cheap for long.
Here you are C7, my earlier comment was directed At everyone EXCEPT LL.
RR, If I had £250k to spare, I would be buying up now.
As it is, I've placed some bets on shares I expect to rise ahead of Scancell's timeline and hope to put the profits to work.
LL,
Many thanks for playing.
So you and I consider it going lower is a possibility so I guess not “ludicrously cheap”
There is a dearth of supporters of the premise. Perhaps they are shy?
I'm saving my pennies for when someone else forces it under 5p in order to average my price down further (now below 8p), or a rights issue.
I take it the lack of response is because no one has any concrete reasons to suggest that a just over 5p it’s NOT ludicrously cheap?
How about this for a title?
Discuss!