Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
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.
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.
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
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.
.