Member Info for Balerno2

Hi Chester18

Yes I’ve been looking at the buying strategy too. So if it’s one buyer they are approaching the magic 28m. If multiple, or a concert party, then we have 2 weeks to the August bank hol. Of course nothing happens in August due to holidays?

Yes there’s lots of options and our FD going to the USA is of interest too.

Analysis is easy but the key is what’s causing it?

So we can speculate. Everything from hedgies to funds to pharmas and high net worth individuals. At the current market value it still incredibly cheap and the Loan Notes hangover has been successfully delayed. There must have been a strong compelling argument put to Redmile to delay that on what I think are reasonable terms.

We all know what we’d like to see but what other evidence is around?

Why should a Pharma/ bio have been given 7 months to assess a glymab?

Well scib1 and + are in trials, mod1 too. If you are going to put a price on each product line you need evidence surely.

So given 2/3 are being tested, why not draw your own conclusion about the third. Yes there are others in the wings too.

So the nit pickers no doubt will complain about some of the approximations here.

But coming back to the LD interview when she basically said come and get us or we’ll go alone.

Does 3.2m trades mean the start of the bidding war?

What else is causing it? Answers here please.

I think that this notice in LinkedIn gives some clues hopefully to the much anticipated update on 16/17 October in Barcelona.

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Hi cleaner,

Wasn’t the key statement from LD, T cells kill cancer and our products generate T cells.

Of course the checkpoint inhibitors reduce the cancer’s ability to resist the T cells.

So we’ve been off to ASCO and are excited! We could do with some excitement here.

So AZ are planning an Antibody Drug Conjugate manufacturing facility in Singapore for 2029.

The company explained manufacturing of ADCs is a multi-step process that comprises antibody production, synthesis of chemotherapy drug and linker, conjugation of drug-linker to the antibody, and filling of the completed ADC substance.

So they must be confident of the results from trials and obviously have a timescale to achieve approvals. So what will they be making and where does sclp’s products fit into the conceptual jigsaw? AZ obviously have a timescale and a plan for commercialisation.

How far behind are we?

We have MABs, glymab, scib1 and Modi1 plus glycansz

So the London Presentation is on the 29th but still close enough for a coincidence?

So on the 31/5 LD is giving an investor presentation at the Chesterfield Hotel in London. Sath is also giving a business presentation in Chicago to the Sachs conference on the same date at around the same time.

Now who cares to speculate about the coincidence?

Hi cleaner

Clatterbridge is hosting at least 2 studies into immunotherapy. One from Moderna and the other from sclp. The radio5 interview is unclear about Adrian’s treatment but it is working. Of course the prof does discuss a more universal vaccine too. I’ve yet to watch the BioTv interview but things seem to be moving at last.

Ever hopeful for an RNS on Tuesday about the LD interview. Has anyone posted it to PA and the media in general? People will want some relief after the local government results and political speculation.

Hi cleaner,

Your posts are always inciteful..

This conference pushes BioNTech mRNA personalisation technology which with Moderna is throwing lots of loot at their tech. At what point do they use their muscle to remove the upstart sclp?

The approaches are complementary but we have two massive bios who in effect control the market and the mood music. It will come at a price unless posters here continue to degrade the SP.

Remember sclp owns patent protected platforms.

There much development work to be done which requires cash.

Carpe Diem!

That’s two pre announced conferences where there has been no RNS giving promised information on trials?

Why?

Are they just presenting old data?

At least there's a face to face at the end of May.

This release is part of the softening up process to get us to 30p guys. Why? Cause stiflel is theirs.

So when’s it coming?

It was posted at 8pm that LD is presenting but I don’t have the type of account which goes further. Can anyone help?

The last time groundbreaking data about scib1 was rns’d, the share price miraculously rose the day before. Whilst sclp is a tight ship on information, it appears that once an RNS is being tee’d up it can leak. So on that basis we should see price movement tomorrow.

The presentation sounds promising with new data being published. So why not hang onto BioNTechs coattails? Especially when they are $93 a share.

Why not let some of their gloss rub off on us?

They have an alternative technology but they are aiming for Personalised treatments across 10 candidates.

Will this be the time when the collaboration with BioNTech on chimeric receptors will be reinforced again to show partnership in eliminating this terrible disease?

So yesterday I posted about imminent news and was slated over the use of the word promise and the past failure to meet timescales.

I’m extremely excited to read the RNS which says and I quite;

,we are very pleased to announce that the first patient has been dosed with iSCIB1+ with doublet therapy in line with our previous guidance on timing. As we have previously communicated, we anticipate that iSCIB1+ will be as effective as SCIB1 and could be a promising candidate for registration studies

Ok it was guidance LD mentioned but the important part is that timescales have been met and this in my view is a transformation for the firm.

This I am sure will continue as well as the scib1+ guidance too. This will help raise confidence and along with what’s coming at aacr will lead to a rerating.

Over the years, aacr has meant worldwide publicity of promising treatments so I’m sure that this will result. After all a £30m raise at an SP of 30p is far less dilution so the BOD will be going for that as a funding option.

So do we expect an RNS informing us of recruitment progress or success before Thursday? I’ll leave that answer to yourselves.

However the point still stands. In the past promises have been made which haven’t been kept which you may argue has helped to devalue this share in market capital terms.

One way to improve confidence is to provide regular and successful communications.

Hopefully we’ll get something around AACR.

Yes I’ll be a little more blunt and suggest that given the strengthened team, a demonstration of its effectiveness would be to actually meet a published target for data. What was promised in Q1?

And Thursday is the last day for the markets of Q1.

Hi TF, you are dead right. The team is being broadened out in a planned and concerted manner. They have clear messages to deliver and will receive interest in the new lines too.

Of course Isn’t LD presenting on 8th April too in the USA with a trial update. That’s not going to show a blank particularly as we are recruiting staff with the skills to take us further forward.

Notably we’re also starting to use social media to get the word out too.

That happens to be a Sunday around 8pm our time so RNS the next day?

Hi RR

The point is that there is a timescale set of buffers which can’t be avoided and will lead to a bid if the loan notes are not paid off. Wether that is on good terms or not is up the BOD, so their skin in the game is handy.

The BOD has to drive the share price up in order to get a fundraise on reasonable terms.