RE: 2 speculative penny stocks I’m thinking about buying23 Aug 2021 13:04
Kashdog
Good point, and my thoughts are, like yours, that anything that generates a revenue flow would be wonderful.
But I'm sure that others think the same.
Zakari is an interesting situation which none of us can know what the intentions for this company are.
A revenue stream of the sort that Covidity could potentially supply is the dream, (but potentially it has to start to produce that within not much longer than a year)..... Imagine, as you say, an effective funding source from the pandemic to pay for the remaining platforms' development and trials!
Again, I'm not disagreeing, but if we "get it" might not Big Pharma?
I guess if the Covidity trials begin and P1and early P2 results are what everyone thinks they will be surely there would be approaches to Scancell before the real money needs to be spent on the remaining Platforms (assuming that the Trials are populated and begin to produce early positive results).
In that case Scancell might well hold the "Keys to the Kingdom" or show itself to hold several "Holy Grails" (if that wasn't a contradiction in terms).
IF and I echo your IF, I cannot believe that Scancell wouldn't be a target for those who have the cash, infrastructure and dynamism to REALLY take the multi Trilas and developments forward apace. Scancell will have trouble arguing against that if the next year doesn't show a change in development pace (not just Covidity and any further derivatives).
As we agree that the potential from such a promising portfolio as Scancell has would require a good offer, as time goes on the value potentially build massively, so I would guess that anyone eyeing the IP seriously would, once in possession of promising data, feel the need to offer sooner rather than later. BTW this has been the cry of some since 2012 but I think that 2021 is a much more realistic time to start saying it!
I do believe Scancell is now entering the endgame for the initial part of it's Commercial Development.
The CLNs effectively determine the timescale, so I reckon we can all be put out of our misery (if patience can be so described) pretty well within a year from this September , so that's where (FWIW) I think where we are.
Happy to discuss further if needed, but I'm a bit more cynical for Scancell's solo place in the Biotech Firmament than some!
AIMO