The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Also you said this.................""""And also interestingly the proper first commercial action (Avidimab and the LARGE unnamed pharma) happened after Vulpes involvement, coincidence? Maybe, but Vuples will want to see things get done IMO, and give the BOD a much need kick up the backside...IMO.""
IMHO, IT is no coincidence I have said that many a time, Vulpes would have known of this when they took their stake.
I suspect if Vulpes felt the BOD were................the issue is the boards ineffectiveness/ineptitude/ inability and lack of foresight for getting commercial traction (so far)...again IMO. (p.s. a lack of foresight in general too), they would have run a mile five years ago!!!! It is not a kick up the backside they have paid £4m for, it is for the support to bring home what they have worked so hard on, over years and provide a financial runway to achieve that. AIMHO
Afternoon WTP, I think you are a very balanced poster too, never said differently and think in the last couple of years you"re understanding of Scancell has got so much better.
As I said buddy I think all of us have at some time voiced our frustrations, and I would just suggest that we knew some four years ago what we need to get commercial deals on board. Hence we have seen so much clinical development, add ons to the vaccine and now we are ready to start building the all important data needed to support our value pending what will hopefullylead to a commercial deal.
We have seen yesterday how with the third platform Lindy was working away on it since 2015, probably earlier, and it is not until now that we know more about it.
As I have always said very easy to be critical of the BOD, but lets not underestimate them either, I believe we have a very firm stratagy and are well and truly well represented on the BOD.
Your comment.............The issue is not the science here at all, i don't think it ever has been IMO, the issue is the boards ineffectiveness/ineptitude/ inability and lack of foresight for getting commercial traction (so far)...again IMO. (p.s. a lack of foresight in general too), I don"t agree with for the reasons I have given, but we agree on most things about our potential, and as I said good posts, I enjoy yours for the very reason you are happy to speak your mind with no malice intended, I am just focusing on the here and now for now and the future, I do think it is harsh to condemn the board for what we just don"t know in so many areas, but yes very buoyed by the realism of the AGM. We are neither rampers for feeling positive or derampers for feeling negative about certain aspects, it is just our opinions, everyone is well able to make theirs. ATB buddy.
Hi C7,
I like to think i'm a fairly balanced poster on here, if see something positive/interesting I will post it, some would say some of of my posts are positively rampy. But likewise I will post if see something negative, have a negative opinion i will post it also.
I see you have posted again the Vuples chief technical offer comment "they have not seen anything in the last ten years like our science. Who am I to argue................"
Yes I can see why you like this comment, and yes it is significant, but it's not in anyway impartial. It's a great soundbite for an AGM.
The issue is not the science here at all, i don't think it ever has been IMO, the issue is the boards ineffectiveness/ineptitude/ inability and lack of foresight for getting commercial traction (so far)...again IMO. (p.s. a lack of foresight in general too)
What matters here for pure investors (like me) is deals, up front payments, commercialisation etc.
But going back to your quote I am re-assured that Vuples are here though, their record seems incredible for picking winners and they WILL want (nee demand) a return on their investment.
And also interestingly the proper first commercial action (Avidimab and the LARGE unnamed pharma) happened after Vulpes involvement, coincidence? Maybe, but Vuples will want to see things get done IMO, and give the BOD a much need kick up the backside...IMO.
Good posts. Interesting isn"t it, just seeing the positives once in a while. I am just going with Vulpes ATM, they are behind us and as they say they have not seen anything in the last ten years like our science. Who am I to argue................
Same problem posting I see, just copy the post and paste it then send. Night guys