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Crumbs - agree completely about the Q&A session. As for Oxford labs, I think/hope it's about gaining control over the whole preclinical development process to speed up and smooth out the path to the clinic. Together with the expertise of our new CMO and Medical Director it should make a real difference to what has been (for me anyway) the most frustrating aspect here - seemingly brilliant science taking too long to reach FIH trials and that then has a knock-on effect on commercialisation. They now have the funding, the resources and the expertise to rectify that.

Seems we have a wide range of opinions on tonight's presentation, FWIW I have listed my thoughts in no particular order:-

1) Cliff certainly managed to communicate the breadth of Scancell's preclinical pipeline - pretty impressive by anyone's standards.

2) One of the frustrations here has been that the pipeline gets wider and wider but taking it forwards into the clinic takes far too long. They clearly get it and am very happy to see strategy now very much revolves around improving translation of the science into clinical trials. The new Oxford labs are tangible evidence that they are serious about clearing the roadblocks that seem to occur once a product has been handed over by Lindy Durrant's team.

3) We didn't get hard facts/dates about Covidity but it could be they're just not in a position to do so yet, they may be awaiting clinical trial approval, sign off from Nottingham of the delivery system - could be any number of reasons. However, if they expect to report results this year then it can't be too far away at all.

4) Very personal opinion here but I didn't like the format and don't think it particularly suited Cliff's presenting style. IMO the Proactive events presented by Sarah Lowther are much better.

5) Most here are so well researched that you're never going to learn something new from a short investor presentation and with that in mind, I think expectations were too high.

SK

Good to see you here!

Jeremy,

Hope you're getting over the surgery and returning quickly to full mobility - 2 new hips in the space of a few months isn't bad during a pandemic!

Chester,

Thanks very much for the reply.

Have some knowledge of Redmile going back to before they invested in Scancell and haven't ever come across any connection with Turner Pope and tbh would be surprised but who knows? I think a much more likely is that TP have been courting AIM bios to grab a slice of the action (and fees) and Scancell have been persuaded to give them a go. Worth noting that David Evans also used TP for the IPO of his latest venture Intuitive Investments.

Chester - Re. your 15.22 - I had no idea there was any connection between Turner Pope and Redmile, can you elaborate?

J53 - How are you doing?

Crumbs - no I'm sure that's true.

Rats - isn't it nearer 2% rather than 0.2%?

Think we have to be careful here regarding Vulpes sells. Firstly, Scancell aren't in a closed period so there's no problem there. That just leaves the issue of whether or not Martin Diggle was in possession of any inside information when Vulpes sold. There's nothing whatsoever to suggest that he was and I'm certain that they wouldn't have sold if there was a chance that he could be considered to be in that position. He's an experienced and supportive investor and wouldn't make such a rookie error. I'm also sure Scancell's nomad would have checked this out already.

I think it's fair enough to raise concerns about Martin Diggle's position on the Board and potential conflict of interests but if you feel strongly about it, I think it's best done in writing directly to the Company. An investment presentation via ********** isn't the time or place IMO.

cneighbour

Nobody yet knows how long protection from any of these vaccines will last and we won't know until those who have been vaccinated start getting infected. It's also not yet known if you can vaccinate with one vax and boost with another so it's too early to know what future vaccination schedules might look like. This is one area where human challenge trials could be helpful.

The fact that Scancell's vaccine has already been proven in oncology clinical trials to generate a potent T cell response and that it targets both the N and S proteins suggests that it may give longer lasting immunity, not only against current strains but also against future mutations. Of course this needs to be proven in the clinic.

ciaskin

Well done and thanks for your efforts.

Picathartes

Thanks for the link - useful

This doesn't mention Scancell but this from Gavi:-

''researchers are now also starting to develop vaccines that target the ‘N’ nucleocapsid protein, found at the core of the virus. This protein is more stable and less likely to mutate than spike proteins, but could come at the cost of a vaccine’s ability to prevent transmission.'

https://www.gavi.org/vaccineswork/could-universal-coronavirus-vaccine-future-proof-our-response

AB124:-

'Anyone who purports to suggest that Scancell is a "BUY" should not be selling all or part of their holdings against short term market influences.'

Does that apply to directors? See the issue? I think everybody understands Vulpes or any fund taking profit but I think it's legitimate to question whether Diggle's position on the Board and Vulpes intention to trade short term price movements leads to a conflict.

Yep hard news needed now rather than more media.

miavoce,

The most reassuring thing about the recent media coverage is the involvement of Prof. Daly and others from UoN. Pure speculation of course, but I think it's likely that delivery system has now been finalised and the enthusiasm being shown by the academic scientists participating in the project suggest that preclinical results are encouraging. I'm hoping that they've already applied to the MHRA for clinical trial approval and the next news we get is confirmation that it's been granted.

miavoce,

When you raised it with Cliff, did you ask or did he mention whether Martin Diggle/Vulpes are subject to Scancell's share dealing code?

Nice first post Broomfielder!

Interesting tweet - UoN scientists seem genuinely excited about this vaccine.

https://twitter.com/rich_urbanowicz/status/1362048166640631812

Very wise lol

Crumbs - I'm convinced we'll all benefit from it, just not in the way some think :)