Member Info for Balerno2

Hi AB124

I very much agree with you and see there are 11 recommendations so you have support. The issue is how to communicate that to the bod and other shareholders. Any ideas?

Hi Berm,

Thank you for your full reply. Not being a regular visitor I missed the debate but had read something in the Times.

I hope we move commercially like redx too. It helps further validate the science

I’m not sure of the full story but what happened to the shareholders in Redx?

I’m not sure how the thought police work here but roses is right. We shouldn’t be complacent about hedge funds.

Hi violin

Watch out for the ambush from Redmile. It’s a hedge fund and these guys can be quite ruthless.

As an LTH, plus a LITT holder ( long in the tooth) I have seen this fluctuate whilst gaining intellectual property. However, there is a pattern that overly technical releases result in falls in SP. The market speaks and the bod should listen.
US funds can become activist shareholders without a board seat.

And waiting till we need the money means that you get a bad deal- as anyone who had dealt with the city can testify.

Covidity interest will fluctuate and we are running late there too.

I’d be a lot more confident with a higher sp , positive results and commercial deals.

What do big Pharma really think of us? We need to be a little bit more objective here.

The level of hope here is far ahead of actual commercial results. Recent falls in the SP is the market’s verdict on overall achievement. I am extremely concerned at the inability to meet timescales plus misdesign of clinical trials. For instance initially not designing the scib1 trial to include the current standard of care in the UK is careless.

We lost a CEO for unknown reasons and seem to lack any commercial direction and focus. Succession is also an issue as if LD falls in front of a bus, how does the firm move forward?

Our recent 6 month radio silence seems a perennial issue. Chiplin needs to step up to the mark before he vanishes into the myre. They may have a decent bank balance but the technology needs crystallised.

The market doesn’t like what is happening as evidenced by the fall in SP. Can we have some action?

Yes more lack of concentration and focus when the market is seeking proof than sclp can actually crystallise a deal. We’re all getting older and some even suffering from covid so there needs to be some commercial delivery.

If these mabs are toxic why concentrate on these as opposed to existing trials? With a recession coming, cash now goes up the wish list.

On Monday I posted after watching the presentation that this could be the first of 3 RNSs. So if I was a betting man, then it would be a treble. Results and a deal for covidity would be magic on Friday. What are the odds?

Yes I did hear Lindy mention the UK trials. Maybe cause they are looking at options for progress in the USA?

It would be great if this was one of a series of RNSs. Given the market drop this one has been well planned. So what about the next one being on Covidity trial results and progress. Then finishing up the week with Scib1 early results? What do you think the effect would be? A price drop?

Knew I didn’t imagine it.

With more than 100 patients recruited, the initial part of the trial aims to assess the safety and immunogenicity of two citrullinated vimentin peptides and, if there are no significant side effects, a citrullinated enolase peptide will be added.

So are we back to the old errors being made in reporting?

It’s a must watch

Brilliant interview. They already have over 100 patients recruited for modify and emphasise the other clinical trials too. Likely that something will come to market with these trials. It’s been a long time and even had a wee top up. That wasn’t a dram either.

Agreed Chester. Even the sclp summary had no direct mention of covidity too.

Maybe there’s another RNS coming too?

Historically sclp don’t make announcements at these conferences although in my view, they should as word spreads quickly round the delegates. Unless a May combined update is planned then it’ll be in July for the half year accounts.

Yes C11, it’s in the Times too.

Lindy Durrant, Scancell’s chief executive, said recruitment marked a “major step forward”.

Sorry it’s hard to copy.

Hi cleaner,

I lost my account - balerno1 -recently as a result of replying about another platform here. So as an LTH, then that’s a valid conclusion as we have had improved technology and even some data, the market wants to see a way forward commercially.

Great progress today. What we are finding is that the market is still waiting on a partnership or strategic deal giving a route to monetisation.