Member Info for Balerno2

Hi crumbs

Maybe LD will take the hint and provide some info. Trouble is at the agm she said that she’d wait till the end of the trial and if successful would shout it from the rooftops.

That’s next year isn’t it?

I

Hope I’m still around then.

Regards

Hi crumbs, just added this to the LinkedIn piece.

We’re all awaiting the latest results of the ModiFY trial which has started well. Very few firms are focusing on stimulating CD4+ helper cells to attack diseases. We are only just starting to understand the new applications of this promising technology.

Maybe Cossery is starting to move this research organisation into a commercial gear? Interesting that the Observer article was a shop window on Covidity. Where was Immunobody+ and Modi2 which should be moving to trial if I recall correctly?

And that’s without the MABs? Here’s hoping that’s this is the start of a positive period outwith the annual reporting season. Usually that phase has to complete by around 19july due to school holidays

Hi Violindog

You are right and I would hope the new chair gets a too class professional commercial and comms expert into sclp. For 10 years their comms have been let’s say poor. Sorry but if there’s a barrier in the firm then maybe it needs to be given a lifetime achievement role whilst retaining the expertise. My concern years ago was that the tech looked great but it would be overtaken by a risk averse approach on business. Our hope is that using CD4 cells will open many other doors.
This conference will allow us to pressthe flesh which in business is essential.
LD did say at the agm that they’d trumpet successful results when the trial was complete and they had the data. So that’s next
Year.
We know what happens to the sp now.
Unless the new chair has been able to influence someone.

Hi Krafty,

You are correct in thinking that LD is awaiting further evidence of success. Didn’t she say that they’d wait till this trial was complete and if successful they’d be shouting it from the rooftops.
Remember that coincides with the repayment of the loan notes.

Hi Kash,

Don’t you recall about9 years ago when Merck or the European version were allegedly interested or linked. Problem is that so called corporate memory is human rather than gigabytes.

Chester,

Here’s hoping.
However the market softening with RG only providing RNS info, the body language and
Mood music suggests a degree of
Orchestration. Maybe a Sunday times article then a Mon RNS with Wed half years results. We can always hope.
Although I do
Note the lack of covidity content.

Yes he need proof that cd4 cells are providing the action.
There is software that in vitro shows carT cells attacking tumours. Maybe that would be another level of proof?

Hi Chester

Also remember that the loan note renegotiation has slipped to 2025. There is a backstop if LD holds out for more data.

Hi Berm,

Absolutely amazing find. Take that excerpt alone , which needs an RNS on its own. Plus the fact that civil servants do not back small firms with low capital over multinationals then you can see what may happen.

Sclp now assist BioNTech in the UK who have already indicated that they are watching moditope. HMG gives a £300m bung to BioNTech to establish a UK base. The previous HMG Vaccine investments having been bought out and offshored by US Firms.
As LD said, we are the only ones with a CD4+ Tcell product.
The bios require a mechanism or pathway by which the drug works. Sclp and others are in the process of discovering and proving that mechanism.

The markers are being put down for the half year results probably at the end of Jan. So if you’ve got the ball why pass it early?

Nothing like a bit of tease to get the bait to be swallowed.

Yes and the scib1 research was over 5 years ago. Moderna is a personalised treatment to expensive. Does it develop CD4 cells which attack cancer?
I wonder if our next RNS will get noticed by MSM?

Burble,

Interesting view on vaccine technology. What I was struck with at the agm was the discussion about T cell cd4 stmulation delivered by modi1. Looking on the web it appears that cd4/8 ratios are important in AIDS management. Whatever happened to our other collaborations?
Being ahead of the game here is massive as Lindy said I think only BMS? Has something similar but poorer effectiveness.
I note that our PR describes cancer and infectious diseases as being our mission. How many other infectious diseases will it cover?

Thanks Botski for a superlative recording. My main take apart from the tech successes plus the validation of the macmillan poster is that BioNTech have a strong interest alongside others in Modi1 or more.
Plus other deals are resource limited.

Great work all and keep the faith.

Hi TF, yes we all know AIM rules but when in a post accounts period with an AGM due in less than 2 months and the degree of trial certainty subjective, that rule isn’t viable in practice. Let sclp do the Big Bang PR we have been waiting for all these years.

For some time I have had difficulty logging on to this. So in Spain with 4 G connection I have succeeded. In short I’m sure that all the clinical and maybe business news will be kept till the annual results and AGM which are due soon. So at last this share will be monetised?

Yes I too agree with much of what you say and it’s about timing and risk.

What for LD was not enough money? Wasn’t there a suggestion that with covidity that they were considering the future of the whole immunibody platform? So some scenario planning is going on.
You’ll be aware that a board should be looking 3-5 years out.

I’m not suggesting greed is good as a number of venturers believe, but we need a sign that a deal for something that can be delivered sooner rather than later.
Let sclp prove it by doing a peripheral deal, or maybe more that it has commercially validated technology on some level. Surely that would increase the appetite of other interested parties. No doubt you’ve heard the question, well what other Pharmas have dipped their toe in the water?

Yes the results and data arguments are valid. However you’re not saying that the directors don’t have preliminary information which reduces the risk of error in their decision making?

I’m not having a long debate here as I’ve seen how even minor Issues for some can be extended. I appreciate your comments

But are they doing the right things to deliver an increase in shareholder value this decade?

Thanks AB

I’m not doing AIMO as others may share the same views and wish to act.

Hi AB124

Lost. It. So I’ll get to the point quicker this time.
Basically you are right. We need a strategy which is owned and implemented.
We have made considerable moves in that we have an FD. However I’m unsure if RG is Commercial Manager and is it part time?
The last RNS was unintelligible to your average analyst who doesn’t have a biotech degree. In it it says that holding the research in-house will add more value long term. What is long term here as it’s taken over 10 years to still be doing a phase1/2 in scib1?
Every clinical development business will have a pipeline of products at different stages and we can’t wait for the 10 years till these all get into phase 2. And that’s not even approved for use.

Time is of the essence as the patents are running out and therefore it can be argued that some value is decreasing.

So I ask the bb members again if they would like to make their views known as a group?

LL has my contact details if required.
.

Hi AB 124

Having just wiped by mistake my very coherent response to you , I’ll try to get it back