Member Info for bobbust

Only joking.
I dont think we will get an RNS monday morning but it would be good to see Scancell get the publicity it warrents

i missed this weeks presentation is there a recording of it

From what LD has said at lots of AGM's this presentation and previous other presentations I think the long term plan is to concentrate on Modi 1 and 2 plus avidimab.
After positive covidity results the whole of immuboday will be sold in one go.
LD thinks Moditope is the most exciting prospect

It was said at the AGM that if Modi 1 shows positive results BioNtech won't be able to afford Modi 1

I know its been jam tommorow for a few years but i am more confident with my investment now than ever.
even though this is my largest holding i will be adding a few more before christmas.

the more times i listen the more i understand and the more i pick up on.
They are still talking to compines who wanted to do a deal!! and they want more money.
Results not far off!!
does LD hint that a deal for Immunobody is not that far off if Covidity works?
are they in discussions??

Scancell on tonight. Linda doing the talking, probably just doing the AGM but still worth a look

Last 6m turnover £1m . That is £2m per annum.

One contract is 50% of that.

Great deal.

they will do post period highlights.
The question is will they comment on sales in the last month.
my guess is somthing on the lines of "sales at a level excpected by the board"
or hopefull "sales ahead of expectations"

As its only been one month since launch and they were offering two months for the price of one they wont have any data on repeat orders.
I still excpect they will update on inital orders and this could be very intresting.
As such i have topped up twice!!
we find out tommorrow !!

2nd does being administered.
Test for T cells 6 weeks after.
green light on saftey before end of trial so planning for UK trial can start before SA finial results

The view expressed was government felt the job was done due to the success of vaccine roll out.
That view may and should change after today's news

No more help from government.
CEPI required trial date before a grant.
Feeling from the board was once we have trial data a deal with big pharma will be quickly done.
Once we have trial data won't need CEPI.
Linda confident covid vaccine will produce high T cell count.
Scib 1 did and they still do after 5 years . Same platform.

If only there was some one working on a new vaccine?
One that could work on all varients?

"5) Would be good to get clarity from anyone who attended around the supply chain issues for Modi1 manufacture"

All sorted, there was a delay with some ingredents earlier from the USA but its all up there ready

its all ready to go its just a hold up at the hospital which could be sorted in days.
my guess from what was said and implied is that it will start in the next couple of weeks

Modi 1

Very interesting.
Modi 1 to dose 1st patient shortly
Two deals for avidimab turned down because not enough money.
Progress being made everywhere.
New avidmab could be huge.
Scib1 trail changed so less blood tests as people worried about singing up due to multiple visits to hospital for tests.
Biontech want results from trial before committing.
Feeling is after results of trial they won't be able to afford us.
Modi1 trial very detailed. Set up to generate lots of information.
Lots of progress on company structure.
Definitely buying not selling after today
Lindy now driving trials as these results will add most value

Not many here

They could not afford to buy Sclp.
Those who are invested at a serious level known how much SCLP is worth and won't be selling at today's price.
They may still do a deal but it will be a partnership at a good value and only after positve results