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If you take out the 58’s and other tiny transactions then you have a very quiet day indeed. So the MM are giving people that watch the share price the impression that something is happening.

Also this happens on other quiet stocks so I just ignore it

Have to agree Konar. The Jan 24 RNS is absolutely about announcing MHRA approval of the third cohort using iSCIB1+. Key word in your previous post is clinical. Understood and thanks

Hi Ruck,

If Scancell believe that SC134 is superior or complementary to any existing treatments then they will give it a good go, but timing is critical... Covidity was equal to its competitors but big pharma would not share even a crumb from its table. However with SCIB the boot appears to be firmly on the other foot!

Re: Moditope. Lindy and team may be convinced about it as they were SCIB but they must wait for confirmation. So this will probably dictate if SC134 and/or Modi 2 got to clinic. If Modi data is anyway near as impressive then it will open up a lot of options. If it struggles I would say it will undergo further development and tweaks.

In conclusion. It does not matter what anyone else is doing as long as Scancell are doing it in a complimentary or better way. This will equal commercial appeal. Scancell wont take anything else to clinic until the Modi 1 picture is clear. So all being well just a question of judgement and timing.

The only people who really know are Scancell. The rest of us have to guess with delayed information

Yes,

I’ll believe it when I see it 😃

HAGW

Continued...

Which would include Moditope.

Once it is proven to some degree then it will garner interest.

Well put it this way. Big Pharma would be interested in a select group of proven assets. I would include Immunobody on the porifary of this group as it has a few hurdles to go but looks incredibly promising.

It would not be interested in a much bigger group of assets that are not proven

Supposing you are correct Chester. That would only be SCIB/SCOPE in that indication (Melanoma).

Lets broaden this out for a moment. I would certainly be interested to know what SCIB could do in other cancer indications. Or, is it wholly epitope dependent? My feeble understanding is that it's as much about the dendritic cells...

In any case what i am saying is that surely anybody getting involved with the next phase of SCIB trial is essentially buying into one indication, so, 1. how much further value in SCIB beyond Melanoma and, 2. Certainly more value for immunibody. In this sense there is much broader appeal?

Anyway, all this technical talk is making me feel quite giddy! Time for more coffee.

Reading this thread has reminded me of how struck I was by these Lindy Durrant words when being interviewed by Sarah Lowther recently.

SL

So it's a really nice collaboration ( with Genmab). It just that there appears to be much consistency and stickability in this in terms of partnerships and cornerstone investors. What do you put that down to?

LD

I think it's really down to very innovative and clever science that has translated nicely into pre-clinical link clinical data through the whole story. It takes a long time unfortunately to go from concept right through to the clinic, improving in the clinic. So I'm very grateful that people have stuck with this story but hopefully with this new stunning clinical data we are beginning to show them you were right in really does work and now they could be good strong commercial potential for my investor.

Note how Lindy chooses her words. I think she really is in top form. Also, regarding SC134 and other antibodies. It is just part of her ethos; invent it, develop it, implement it, prove it (my words not hers! She of course says it much better.)

Agree Chester,

The point of a trial is to prove and validate. Why would a bidder jump the gun when all they have to do is wait a few more months to get concrete proof? I am pretty sure that suitors are already talking to Scancell and interest is strong.

Just my opinion but besides the outstanding data, choosing the right suitor is key. No doubt they can all match each others bids but choosing the right suitor is highly important. After all, who wants to see Scancell’s outstanding assets sitting on a shelf gathering dust just because the grabbed the biggest number

Hi Chester,

My guess is that the recent buyer might be someone like Global Frontiers. As you may know they are a US investor that have bought two tranches in Angle a while back and have a decent stake there. Not saying it is them, but more likely to be a US fund/institution who are not afraid to buy in the open market on AIM. The recent ASCO meeting etc could have been enough for that type of investor to realise the opportunity and take a nibble or two.

Sadly, just don't see UK funds and institutions having any appetite for AIM right now, but who needs them anyway eh!

At any rate it would surely be Immunibody and not Moditope that is creating interest. Lest hope Modi 1 proves to be in the same ball park and that would be the most incredible WOW!

ATB

Ray,

Based on LOGIC. PERCILy I think DAZ a bright future at SCLP. Roses makes a BOLD statement and SURFice to say your assessment that we may have to wait a little longer is FAIRY nough. However, anyone suggesting that the share price gains will VANISH is probably talking CARBOLIC's.

Just thought we should have a break from the old fellas arguing, whom seem to have themselves in a bit of a spin over nought.

Now lots of selling. Kicked off with the 13.30. Hopefully once they have done we can move up

13.30 at 8.53 is a sell

Well I am looking at level 2. As with other similar stocks the bid and ask bear no relation to the tickets. I have been doing dummy buys all morning and I can say that all are buys (according to ii) correspond to the tickets

Yes does look like a heap of buys showing as sells imo. All of them?

16.80 to sell and 16.874 to buy. They are just going to move the prices within the same range as last days. Nothing happening here

EE,

Yes that makes sense

Alright I don't know what I am doing yet but noticed a few things.

- Could not sell more than 7500 shares for ages. For those 7500 I was offered 17.07.

- Then sells printed in the order of 200k (50, 100,50) so some or all of these were being worked through.

- Then little transaction of 58 showed as buys for 17.14 - is this the MM saying we have shares to sell at 17.14?

- Did a dummy buy for 45k and was offered 16.84.

My conclusion is that the MM are just buying and selling and making a bob or two. Nothing more nothing less. Not necessarily a reflection on stock sentiment as SCLP is only getting trades every half an hour or so. The conspiracy theorists here suggesting it is Big Pharma etc etc are over interpreting, but I would be interested in hearing an objective view about the level 2 data.

Sorry to the righteous lot, but I thought everybody had a trading pot? Are you telling me that people on here only buy and hold? The share price hit around 100% from the 9.8p area and nobody sold any as it increased markedly? Each to their own strategy of course but I always have some in a separate pot that I trade alongside my conviction shares such as SCLP. A bit of honesty goes a long way in my book. I bought a fair portion of these in the lows with the absolute intention to sell. More with the absolute intention to hold.

19.47 to buy!