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.
Bermuda Good. Me too. At least we are both comfortable with time lines and believe in BOD currently. ATB.
GF123
Thanks for your 12.01, but my comments had nothing whatsoever to do with my own timelines - I am relaxed and happy to remain invested here for as long as I can see the rationale for doing so.
Chester and all - thanks for the posts. Scancell are indeed nursing a long list of opportunities. But after the announcement that the heroic RG had stepped in, I was expecting a 'permanent' appointment by now - there must be lots of work for the CBO to do !
Ruck - just catching up and well spotted. I see I omitted my usual indicator i.e. . . . . . .
I agree Inan's post was most helpful.
Ruck. Then why believe £8 per share. Only you guys seem to spout that number on some sort of retort to any LTH that is optimistic on sclp. I’m certainly not expecting to sell on £8 and I have a nice number of shares. ATB
Interesting conversation this morning, must admit that we've known about Mab 2811 for quite sometime and would be good to know where we are at with it.
£8 a share currently means a MCap of over £6.5B and when Redmile Convert their CLN's in late 2025 = £9.5B. I think that SP value won't happen for at least 10 years and also means Scancell is not bought out and becomes a stand a lone multinational biotech.
Chester
Agree Ruck,
No one is arguing about the fact SCLP is very well funded to complete the planned trial work and as you say TF was adroit in omitting some of the stated SP figures from an otherwise reasonable post.
Again no one is arguing about the advancements in developing the science,building the IP protection and enhancing the potential of the platforms.
But what does seem an inescapable fact is the historical slow progress of SCLP to progress this science in regulatory trials, produce robust data and then to monetise the assets.This priority has been repeatedly emphasised by the BoD as being their single most important focus.
Therefore. I can’t blame any LTH getting frustrated by the last 7 years as that timescale is a very long one.
I repeat SCLP has made big progress in many areas but progressing drugs through the trial process is not one of them even though some on here seem totally in wiling to even want to debate it in a balanced way by suggesting 7 years is not a long time in which to have made relatively little progress
Hey Ruck, what is this "tick tick"?
Reminds me of:
What did the Gestapo interrogator say to the clock that went « tick…[pause]…tick…[pause]…tick… »
« We haff VAYS to make you tock! »
GF,
" I guess your comments just show your own personal frustrations with delays in your own timescales"
I think that is a little harsh. I think many LTH's are frustrated at the delay meeting the company's own published timescale's never mind any personal expectations.
There is now some progress, there is funding and there is light at the end of tunnel.
But don't be surprised if patient holders get a little irked at the "tick tick", "on track for £8" sound bites.
Bermuda with significant cash in the bank why does the clock need to be rewound up. Just because the timescale to unwind the IP isn’t as quick as some share holders would like doesn’t mean sclp board would agree that things are not on track. I guess your comments just show your own personal frustrations with delays in your own timescales. Best rewind your own tic rock clock. ATB
TF,
Any reason you felt it necessary to edit Inan's post and omit:
"My £8 a share is still on track ........."
I take it you felt that destroyed the credibility of an otherwise quite reasonable post?
A unusual sign of impatience from yourself @Bermudashorts?
We've been tick tocking since 2015 - someone needs to wind the clock up.
To use Inan's terminology
We have "Tick Tock" on a number of fronts.
Each one could lead to an explosion.
For balance, each one could be a damp squib causing a plummet in the SP to 5p at which point bazookas will be fired.
If I just mention one of the Tick Tocks.
https://www.scancell.co.uk/Data/Sites/1/media/publications/posters/2811-cicon19-paris-jc.pdf
This is one that is not talked about that much on this BB but IMO it is the most intriguing.
• TSCMs can be found in humans, mice and non-human primates at low frequency (2-4%).
• TSCMs possess higher proliferative, greater survival responses and superior anti-tumour capacity
compared to central memory (TCM) and effector memory (TEM) T cells.
• TSCMs have self-renewal capacity and multipotency, capable of reconstituting the full diversity of
the effector and memory T cell compartments on serial transplantation.
• Clinical exploitation of TSCMs is currently not feasible due to their relative low percentage in the
periphery and lack of robust clinical grade protocols for isolating and expanding these cells.
Look at that last sentence
"Clinical exploitation of TSCMs is currently not feasible due to their relative low percentage in the
periphery and lack of robust clinical grade protocols for isolating and expanding these cells."
Well, Lindy has plans to change all that with mAb 2811.
The conclusions are interesting:
• SSEA-4 is a novel marker for human
and mouse TSCMs.
• 2811 mAb able to identify, isolate and
expand putative TSCM in vitro and in
vivo.
• 2811+ T cells are potential candidates
for genetic manipulation to express
antigen specific TCRs or CARs.
• 2811 is a potential T cell agonistic
mAb
I take this to mean that 2811 can be used in 1 of 2 ways:
1 Promoting Clonal expansion of the stem T Cells as a novel way of combatting cancer cells
or
2 Killing stem T Cells as a novel way of combatting auto-immune diseases.
Thanks TF - that makes a bit more sense now.
RW - 'but' - is this enough ?
Inan's 51706 today :-
"On the run down to news, it does not matter what Scancell has presented from the science point ... for the simple reason "In Human" results over ride all that's gone before. All you can do is look at that current data presented and take a position. I suspect once the market fully opens in September then an upward push on the SP will occur.
September is the last month before the last Qtr.....with news expected on all fronts ........... by then
if Moditope works a land grab of that arena ..... SIPTM
if Immunobody MK3 works better than MK2 ...... seriously exciting as that also gives gravitas to Avidmab
if SCIB1 works it gives Mk3 immunobody a massive boost to work with Checkpoints
and of course news on Glymab could come anytime
what is known ......... SCIB1 works without checkpoint ..........
no reason exists why it would not work with
and Modi1 seems to be getting past the "danger phase" of toxicity, no rns = good news
so it does not matter whats posted .........
all down to position before news
The current Market Cap barely covers one success in only one indication
but Scancell products are platforms ... from one grows many"
A great summary from Inan which brings emphasis to the question about having an 'I'CBO - is this enough?
'No disrespect to RG but ?'
'But' what?
I'm noting that Richard Goodfellow is still 'interim' Chief Business Officer. 'Interim' is normally temporary or provisional but Richard now appears in 'Scancell speak', to be permanent ! No disrespect to RG but ?