Member Info for Balerno2

Hi EE, so have both companies been hung out to dry by their partners? If so there some commonality which could be rolled in Glymab with appropriate warrants to pay out in the future to shareholders. That means a clean closure of Neuphoria and allowing focus on development of the five sclp main assets.

From a compatriot , who is into serious banking, his counterpart in NY doesn’t have do roadshows, he’s forever having to fend off offers of massive investments. As you know rolling into NASDAQ with a decent story and evidence can yield dividends.

Just see what SpaceX has done? $1.75Tn. We’d accept a fraction of that.

With the radiation risks of mars travel and our potential preventative potential, maybe we should flog scib1+ to Musk?

So where do you think GT will rest before or after any merger? So maybe we’ll see some action to tidy this up too?

Hi Cleaner, reversing into a Nasdaq shell makes sense to lever the true potential of sclp and make sure we are not genmabed! Some will have been awaiting a payoff sooner but levering all the assets could turn us into a UK BioNTech - which is listed in the USA. This is the way that Inan’s dreams are realised.

Hi Cleaner, reversing into a Nasdaq shell makes sense to lever the true potential of sclp and make sure we are not genmabed! Some will have been awaiting a payoff sooner but levering all the assets could turn us into a UK BioNTech - which is listed in the USA. This is the way that Inan’s dreams are realised.

At least it’s not a cannabis company! However it looks like the kind of shell we need. Anyone any idea which market it’s quoted on and in which state?

Hi EE,

Further to your reposted reply, it does look like some kind of mixed deal is being explored. At least there’s some action coming and perhaps a quicker route to Nasdaq. The devil will be in the detail including does this count as a redemption of the loan notes under the earlier agreement?

I’m convinced that the Trinity report was a marker or line in the sand for some kind of deal. Looks interesting and would expect some clarity before the end of July due to school holidays. See you all again at the EGM?

Yes the publication of the TD report may be a precursor to a mixed package of funding. Partnership, loans and new equity at say 45p a share with an ambition to list on Nasdaq? Given the higher level of PIs, my experience is that investors adding so much value also want current shareholders to put more skin in the game or dilute their holdings.

Sorry I should have gone to Specsavers

Hi EE,

So the last rns was on a Friday. A Friday RNS will get to the Sundays.

Gemab,

At this rate I’ll be back at the AGM asking again if Genmab only bought the 2 mabs to bury them given the other firms they are buying. Glad ld kept sc134 and the others.

So on board meetings, ChatGPT says 6 per

Year. We know one was held just before the AGM on 30 October. So maybe the RNS will be nearer the end of the month!

To get a clue about when the RNS is likely this

Month, then why not find out when the board meeting is scheduled? The board will have to approve any strategy.

Indeed my view is that a deal is so certain that Redmile and vulpes will fund any cash gaps. Surely after the AGM the board set out a framework for its preferences and bids will be measured against these criteria.

Interestingly the House of Lords presentation outlined the lack of non equity UK solutions. As one poster pointed out, it gave the reason why Sclp will take Us money. Hopefully the deal includes UK development and keeps the expertise here. However, all we need to do is look at what Kraft did to Cadbury!

Hi Violin,

Interested that you watched the Lords Select Conmittee as I did. Wasn’t the Asian member a Lord Dr Poulam Patel? Now where have we heard that name before ? Wasn’t he mixed up with our trials? I don’t recall the Uni but maybe someone else will inform us?

Just think of the implications?

Or getting the inside track on a competitor? Therefore the question is will they take out the opposition? At what price?

Callum Scott posted this on LinkedIn. It’s particularly interesting that the FDA has called for participation in more real time trials. Sclp have the technology to participate which may accelerate the ph3 trial to get iscib1+ to patients faster. Will the FDA allow participation?

Today, the FDA announced two major milestones in implementing real-time clinical trials:

1️⃣ Successful Proofs-of-Concept: FDA unveiled proof-of-concept trials with AstraZeneca and Amgen that report endpoints and data signals in real time.

2️⃣ Pilot Program: The agency released a request for information (RFI) for a broader pilot program launching this summer.

This initiative is designed to: ✅ Enhance patient safety monitoring ✅ Accelerate regulatory decisions ✅ Reduce drug development timelines ✅ Build toward continuous trials across all phases.

https://lnkd.in/g4sSdy5K

Ho Ho Ho Cleaner,

Isn’t that all your birthdays and xmas’s all at once!

Hi C18,

A few months ago I asked ChatGPT about the differences between MRHA approvals and FDA? In short, MRHA also wants to measure risk and ensure the financial elements are covered. That by implication covers funding. Which as yet we do not have.

Maybe someone can inform me about the detail about the loan notes. I seem to recall that they can be crystallised into equity if there is a Nasdaq listing? That would put redmiles holding over 30% meaning in UK rules a bid. However the simultaneous dilution through the Nasdaq listing would reduce their percentage holding.

I sense a share consolidation coming as the price is too low for Nasdaq. Hopefully it will be after a partnership deal has been signed for scib1+ development.

Hi EE,

My thoughts entirely. The new interim CFO gives lots of flexibility but the fact he is linked to Redmile may indicate that they would like to crystallise part of their investment one way or another. That should be good news for all investors.

Thanks I was unsuccessful in logging on so was hoping for some information on here too.