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My question - unanswered - was why has the meeting been called so quickly?

So don’t we have more that 2 shots at goal ?

In terms of valuation and the IP and revenue going to GT, say another 2 stage payments of a measly $5M each in 2 years so looking for £20m possibly to go through the preclinicals with say another 3 mabs. Probably the $5M Genmab payments represented a nominal risk adjusted valuation of $100m each.

So there’s cash flow plus IP in a hotter market. That should be able to support an investment of £20m which will look for $500m return long term.

So perhaps 50m shares issued for £20m? That’s 40p a share . Does that sound like an inflation adjusted sclp of 2010?

Thoughts?

Thanks Jonnie but I haven’t listened to it but have set up subsidiaries where the tax, stamp duty , staffing and funding can get complex. There is also a motive too but the transition has to be carefully handled.

The stage payments would follow the IP assigned to GTL, the faster model firm. ( as per older cars). That leaves a vacuum so that’s why a deal is expected to fill the gap. Of course timing is everything in this .

So if all glymabs are put into the firm, along with the potential $1.2bn assets. Surely with Gemmab as a prospective equity partner/ owner there is a risk-return equation which would benefit them to acquire their 1.2bn liability back.

Plus from whoever’s drug was used in the non peer reviewed paper outlined by Berm.

Yes great move with GTL formation potentially. Enhances focus l, probably allows a US listing without the crystallisation clause from Redmile and an escape route for numerous people.

My concern is the loss of stage payments due which will create a hole in Sclp cash flow. So the BOD must expect a cash injection soon.

However market reaction is poor as as ever, as it is seeking a DEAL with decent cash. My concern is that the expected July data results are already priced in.

Yes I was wondering about the lack of notice too. Hostile take over?

Hi Cleaner, it’s unlikely the function isn’t needed on partnership as a replacement is being advertised. Indeed any external partnership would need managed too, just like an outsource.

LinkedIn post refers to Dr Heather Shaw and a YouTube video.

Apparently 29 mins in discusses scib1+

💉 Overall, Dr Shaw thinks that personalised vaccines can be great and exciting, but that there are other promising technologies - such as SCIB1/iSCIB1+ - that are designed to be accessible to all while also being cost effective.

🔊 We highly recommend a listen to this informative discussion! https://lnkd.in/ehAH8xjF

So why should I get a LinkedIn message from Sclp at 20.40 today informing me that PLH and the CMO would be at ASCO. It is 4 days old so why resend it? Also wasnt PLH a last minute attendee? Will there be an astounding RNS tomorrow?

Given BioNTech’s recent lack of progress surely they need DNA technology to spread their risk?

BioNTech just got €3.5bn upfront from BMS in their deal. We can only dream.

Sorry to hear of C7’s passing. He kept the faith but didn’t get his world cruise as far as I know. RIP.

Surely the first Mab license is nearing another milestone. Didn’t PLH say they were getting regular reports? Of what? How close are we to another milestone payment? Haven’t the Genmab allocated resources for development?

When we handed SCIB2 over the prospective developer that didn’t progress it much.

Hi Cleaner,

I am anticipating a wider approach which will demonstrate Phil’s more commercial approach. Why?

The vision that Sclp is working for a cancer free future. that is a step change in how the firm approaches the market.

If that is developed now by 30m option man, then I’d expect not just scib1 success but also early modi1 and glymab successes. The key to that will be to provide consistent evidence of their mechanism of action. I.e how they work. It has already been shown that scib1 is safe and modi1 too. They both generate Tcells which attack the cancer.

Then subsequent evidence reinforces the mission of a cancer free future and the message strikes home.

If not, I’ll have to go back to the happiness pills.

So the Dow is down another 800 today. US bonds are being sold off as yields are rising. Where’s the money going!? Into European and UK stocks? With the AACR conference and the investment briefing within a week, will some money find its way to SCLP? Money is fluid but Cancer is a perennial and potentially fatal problem and serious money needs to find its way here. Maybe this is the time?

In your dreams about the govt picking up cost? Govt partnerships are usually only facilitators. Why should the taxpayer pay when there are willing shareholders like us: Sclp isn’t bankrupt like British Steel.

However facilitation with PR and regulatory fast tracking add value. Just wait for MoDI1!

I’m not sure that some on here understand the commercial impact of being a partner to the Vaccine Partnership. Whilst iSCIB1+ is great, it also means fast track Ing MODI1 into the system too. That will automatically take us into the FDA.

Hi CW , the orientation is still primarily mRNA and personalisation but allowing an opening for others, namely off the shelf. I think BioNTech and Moderna have many more clinical trials running and they will be doing more £ in PR.

It’s a david and Goliath game.

Amazing find CW. Great that finally we appear to be getting NHS acceptance. Having tried to penetrate that market in services if the command and control structure don’t accept your premise then you’re sunk..

In addition, maybe someone has been monitoring this site as the post seems to have been withdrawn.

It’s brilliant news and sends massive signals. Will it overcome the Trump media blitz?

Now 3.3m

So why is Yahoo showing a 3.1m volume today? Any ideas?

Error or fact.

Yes looks like it as couldn’t trade 30000 online

Thing is that we have limited time and patience left. LD must ant to smell the roses and PL wants to retire with a windfall, the investors need their loan notes and exits too. Where are the predators?