Member Info for bobbust

If you want to talk Brexit go some where else.
1. Brexit will have no effect on any deal done
2. all your going on about on here makes no diffrence to the outcome. RG may have looked on here but May is not

Don't agree with it on here.
There is enough of it elsewhere.
And you can miss something about Sclp in all the noise

No brexit please

Another hint?
China deal on the way?
RG has previous form on a hint or two?

Any deal is worth £25m for each entop.
RG tweeted that

From what was said about GeoNtec deal there will be a deal with financial clause built in.
These probably won't be activated until study completed.

Grand challenge.
BioNTech has two irons in the fire.
One looking at Tcell receptors and one as part of the grand challange.
A deal on T cell receptors could come any time and is not linked to the grand challange which is Modi 3
LD is talking to the head of BioNTech reglarly (weekly)

On LSE its showing approximately 300,000 shares changed hands in 6 and 1/2 days.
Not a lot of activity

SCLP only please

Voted leave.
So they should stop saying they voted for a hard exit.

There is no deal which will satisfy the ERG lot
Labour are not going to vote for any deal as they are more concerned with using this to bash the Tory party.
Snp don't want to leave.
Dup want to leave but don't want a hard border or an Irish sea border.
It's a mess.

Only repeating what LD said at AGM.
CH has stated what the deal would be.
£25m for each if remembered correctly.

LD is in weekly discussions with BionTech.
And they are very aware that they need to do a deal before Modi 1 trials because price shoot up after proof of concept in humans.
From discussion with LD at AGM

if you understand the science or not is irrelevant.

The question is does LD understand it and is the board confident they can sell it.

If you were at the AGM you would answer yes to both.

I bet some share holders of Barratt would not know how to use a 1/2 inch router but still buy shares

The code for the web site is old and needs replacing.

Web updates are difficult and time consuming.

New web site in hand

As I said at the AGM the stock market has never valued the IP correctly.
Previous deals have shown us that.
The board are so confident in the different products they are prepared to go it alone for as long as possible to get the biggest returns for share holders.

I think the rise is simply it was over sold on the news Scib1 delay.
How can you think you have missed the boat. Still a long way to go.

Not sure about comments regarding Scib2 from last night.
Cancer research don't have to tell anyone about how they are progressing as they are a charity.
But did get a comment at the AGM that they have started manufacturing.
I would have thought they must be planning to start the trial some time soon if they have gone to the trouble of manufacturing

yes but the sales are only for people tests positive for “PD‑L1”

Scib1 will double or treble the number of people who can have it.

and yes SCIB2 to follow

If it works/ when it works in 2 years

combined sales of Opdiv and Keytruda could be $24billion

as SCIB1 could cost a fraction of the above it may well be given as a standard additive to both.

If it costs a 20th of the above sales could be $1.2billion a year.

reduce that by any factor you want, say only 1 in 10 go on the combination and its still sales of $120m a year

MC £31m