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Well, at Least Diggle's frustration has been addressed.
Now Scancell must keep to their advertised timelines re Top Line results.
As a couple of posters have already suggested the output seems much more professional.
Fingers crossed that Scancell are beginning to grow in a good and controlled direction.
The future's looking brighter.
AIMO
Apols
Line 21 below s/b
...but worse they will not acknowledge in any way that with hindsight "Buy and Hold" for eleven or twelve years might not have been the best way to go.
Should have proof read it better.
RR
Good to see the title and drift of your thread this morning.
I would certainly agree.
What I find really interesting though, is the fact that anyone who posts here that all's well and the BOD are in discussions with Pharma about takeovers and partnerships and maybe even overseas listings are supported and cheered on. However, make any comment about something not quite as rosy and the usual suspects come out fighting, often with banal and tedious posts about why anything said detractors say is "Rubbish" or "Lies" or other derogatory insults.
Since it's fair to say nobody really knows what or why the company are doing what they're doing, why is it that any contrary view is pounced upon as being wrong and ill informed, when the evidence to date is that those preaching patience and caution have actually been shown to be the more accurate since 2012/13.
Since there's now the likelihood that the "endgame" for Scancell is fast approaching ,would it be strange if the historically more patient and (perhaps even fortunate) in their strategy haven't turned more bullish, yet still those investors are being pillioried by many here. It's an attitude which I struggle trying to understand.
It makes little sense that now we seem to be on the cusp of success (or whatever the outcome will be), again, nobody knows, but the insults and remarks still emanate from the same old sources.
There's no reason that the two "sides" can't coexist without too much grief, but some factions will not accept that quite a number of posters here have managed to make a good return from Scancell over the years , but worse they will not acknowledge in any way that "Buy and Hold" for eleven or twelve years was the way to go.
Heavens, even Crumbs admits to having a Trading Pot , but at least he has the honesty to admit it.
So whilst I agree nobody is "Right" and equally nobody is "Wrong" but at least let one and another admit it rather than attempting to ridicule and suggest that anyone not "toeing the party line" is somehow an inferior poster when quite frequently the direct opposite is true.
We should be able to learn from all posters here, not exclude posters who might post ideas/observations that differ from our own. Learning does require debate, but civilised debate where both sides are heard, considered and then individuals make up their own minds agreeing to disagree rather than insulting the minority.
I believe the minority have tended to be the less Scientifically Qualified posters, but maybe that's tied up with the Company's profile itself.
Anyway, I'd be delighted to hear the counter arguments to what I've set out above.
If nobody wants to respond, fair enough but I thought it worth asking.
If not could we all here at least treat others with respect and politeness even if you don't agree with their views.
Is that too much to ask?
I do hope not.
AIMO
TF
In response to your "lofty" comment, I've been mentioning my concern about the lack of commercialisation for years -even before CH's appointment in 2018 - but the main reason for incorporating my observation yesterday was in support of Diggle's points about the lack of focus on the business side of Scancell.
Is echoing Diggle's observation lofty? I don't think so.
in any case my (original point was to put over my reasons as to why I thought the SP is where it is now. It is not just about lack of news. It is much about the delays and misfortunes which have been part of Scancell's history. They are not all the BOD's fault by any means but the SP is where it is because of history (and some unfortunate history that beset the company in the past.
Hopefully we will see the 100p+ move in the SP.
Sadly it hasn't happened as yet.
I do want the company to succeed but it has to show that it can cover the future funding (one way or another) and most importantly that the Data meets the great expectations place upon it.
If that comes to pass then we will all benefit.
Hope that explains the point you raised.
ATB
I have replied, and made my points (again).
Sorry that discussions round here upset some people. It's simply an alternative view and attempted explanation of why we are down here.
I hope I don't upset anyone too deeply, but if I have then I'm sorry.
At least I know it allows some to have a say that might make them feel better.
So goodnight all, sleep well.
ATB
Crumbs if you were referring to me when you state , "plus amazing you can see data we have not had yet" Ive no idea what the DATA will say..... But even your pasted comments make the point that ,
....." Scancell’s management has real choices about which
products or indications it wants to pursue further, and which assets it wants to sell or licence out or
develop in partnership. This enables the company to raise cash (critical for development of future
assets) as also avoid dilution at low valuation levels.".
I believe that is much as I stated that the Company has to get it's moetisation into Quickly. As we all know that is a potential issue for Scancell (as it has been in the past) and is linked to Diggle's very public outburst.
We are recruiting so it seems to me that at last the Company are taking the Business side of things a great deal more seriously.
Shame this didn't happen a long time ago when the fruits of such a shift might well have become apparent in the SP already.
At least the recruitment campaign underway is in recognition of that.
AIMO
RW,
Tell me you weren't then.
Since Crumbs' last post before your intervention was to me I can only assume that I was the intended target of your usual obtuse comment.
If it wasn't aimed at me tell me (but more importantly) tell me at whom it was aimed.
Looking forward to hearing about it.
BTW, I should say that maybe the BOD are in massive meetings every waking hour with big Pharma.
If that is the case, and we're all going to be filthy rich because of a massive takeover, why are we putting new Board members and senior officers in place in months to come? Odd isn't it? Not sure we've had too many firm offers just yet.
Hope I'm wrong though, I'm up for seeing the SP move North in a big way tomorrow, or the next day, or the day after that. ad finem..
Well, you did ask. :-)
AIMO
RW, a reply I believe.
Maybe you weren't referring to me?
If only you could find it in yourself to address the posters to whom you direct your often snide comments. It would help us all instead of having to guess .
Could you use your filter button maybe and then you could be gloriously untroubled by anything I say?
Go on, you know it makes sense!
Great to see your constructive comments.
Enjoy the peace if you do the right thing and join EE in filtering me. Remember though, no peeking! :-)
Crumbs
Well, I think you'll find Our very own Mr Diggle has expressed concern at the lack of commercialisation of Scancell's assets. He also spoke of the derisory SP level.
That's someone who is a senior investor here expressing the view that Scancell needs to get its finger out in order to raise some capital to meet its looming commitments.
However you might interpret that point differently.
That's a market I believe.
I don't think I've let myself down at all.
I've spent quite a few years now being told that I've got it wrong, but so far my portfolio disagrees with that.
I've just fitted Vulpes into my comments. Redmile fit into it neatly because their massive CLN holding was adjusted by having the maturity date shifted by two years. That was a pretty good indicator that "Jam tomorrow" was being kicked down the road, and so it has been. Scancell will have to cover that liability which unless they commercialise will be another short/medium term worry.
So you see (much even as you have suggested) the window for breathing financially easily will slam shut very soon, and with the global financial climate (even for Bios) indicating a bit of a chill times are not easy for a bio with a cash requirement which is heading up fast; hence my comment for some form of cash injection by way of asset disposal maybe.
That said, if no assets can be monetised what's the next port of call for cash?
I won't say it because we all know what that is.... so how do we get the SP North so that the diluting effect of something cobbled together down at this level (What was the SP at the second capital raise in 2020 (nearly THREE years ago) , my, how time flies!
So be very careful in assuming that the SP will now easily rush north on average Trial results.
Maybe they will be better than expected, I hope so, but don't assume anything when the Company could look vulnerable.
People have been making a big thing of being LTHs. Yep, I understand that, but Vulpes and RM have to show a turn on their capital, Not for them BUYING and BUYING and BUYING using the lowering average as an excuse. For them the non movement of the SP for three years is not good news. Yes, they know how the industry works, but they still have to appease their investors. Look at the frustration shown by Calculus, one of Scancell's greatest friends. They had to move some stock.
So fine, I long for the panacea of great Data, but great data requires monetisation, you can't rest on your laurels discussing the science forever. The BOD has to deliver,,,, and soon!
AIMO
EE
The idea of the filter is so that you don't have to read (or engage) with the poster you've filtered!.
Hope that explains why you toggled the facility on.
Otherwise I can only assume that you simply have to read those lucky people who you don't want to discuss anything with.
So whereas I'd thought I'd never see you posting in reply to mine, here you go again.
Well thanks for fighting your way through the filter to put in your two penn'oth.
ATB (you old filterer you)! :-)
I must say I'm hoping for a real feeding frenzy , but sadly there has to be a demonstration of cash coming into the company for that IMV. In fact it's tempting to hope that the next news when it eventually hits will be (as I said earlier) unambiguous, simply because the window for faffing around by Scancell's commercial warrior (yet to be recruited) is closing rapidly.
What's need is something sensational (like ,maybe, we've actually sold something for real cash with a substantial upfront or simply a payment for IP received.
Not too sure that that will be the case, but if it isn't there's going to (possibly) be tears before bedtime (financially that is).
I now hope that some of the predictions on here do come to fruition, because if they don't, well, let's worry about that if it happens.
AIMO
Crumbs,
Yep, that's what the market's all about.
Wonder when (or at what level) the real feeding frenzy kicks in?
Now THAT would be a very good bit of info to have. Problem is that so many will see one piece of good information and once again go OTT without looking at all the circumstances that need to be taken into account.
So let's all hope that the news (when and if) it hits is unambiguous, so as to leave no one in any doubt as what should be done with their shareholding and any cash reserves. :-)
AIMO
WTP
I suspect the "doomies" as you put it have been busy picking up shares over the last few weeks, but that's at a much lower price than those who were calling for heaven knows what price over 100p/sh just before Christmas at around the 24/25p level.
I imagine a few here have screwed their 13p averages with the avarice of the SP will only go north around the festive season.
So those who waited either maintain or improve their averages.
Hard fact of the market for those who bought their 24/28p shares from the sellers who will now have started buying back over the last few week.
Damned unfair isn't it when the idiots who gave their shares away at 25p have now got some back at almost half price?
'Twas ever thus.
AIMO
Crumbs,
I have nothing against your way of posting. You have a sense of humour and (to my knowledge) have never singled an individual out for insult.
I am less involved in the Scientific side of things here simply because I believe many who do post on the science have little industry awareness (for the Bio sector) and so they might be seduced by the Science but the Commercial realities are not quite as instant as some might suggest.
So the predictions of Scancell's general share trajectory tend to fail simply because there's a big bit missing from investors' knowledge and understanding on this BB.
So thanks for your post but I'm happy living in hope and not trying to put timelines on Scancell's SP progress.
Hope that explains my position.
AIMO
The "doomies" as you put it haven't been wrong so far have they?
GF, try to see the evidence before you, and how you berate people who have a different opinion even though time and time again you've been proven wrong.
You have no self awareness and the only way you counter any criticism is to go further on the offensive when there simply is no defence.
Thanks for proving the point, now (again) please could we accept that people have different views both of which deserve respect?
I think the majority here would agree with that idea.
I do hope so.
AIMO