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Miavoce - if you are reading……….

Did Scancell reply re the availability of the AGM slides?

Still a few Tuesdays and Thursdays left in November ;-)

This YouTube video is lifted directly from the VICON website. Suspect markerless is gaining traction and there is a decent wave of revenue flowing into the company in the background. Find out next month.

https://www.youtube.com/watch?v=r_ROEh__Uf0

Tunnel vision only on SCIB & Modi and not look to fully exploit the potential of the GlyMab platform?

Not for me. Happy to wait for what has been promised within the next few weeks.

Thanks JB1.

2 takeaways from me.

1) Evidence that attendance and networking at industry events does result in new relationships and collaboration.

2) I’m hoping we see new data, either Scope or Modi, before ESMO 10th December.

Cleaner - thanks for knocking quite a few years off my age. I’ll take that all day long.

The knowledgeable posters here, who can also explain the science in layman’s terms, can be counted on the fingers of one hand. That was the point I was making to Vas in my earlier post. The number of Recs they receive evidences this and illustrates how valuable and appreciated they are by investors here. They do not rely on AI and they do not try to curry favour.

Vas - I’d be very careful about who you consider to be a knowledgeable poster providing explanations of the science. Much of what you read will be a copy and paste from internet articles, many of which may not be current and also AI responses to question they have posed. The latter is pretty easy to spot given the format and grammar used.

Couple of hours ago….

https://www.investments.halifax.co.uk/research-centre/news-centre/article/?id=21185424&type=bsm

Nothing new of course but good to see on their platform

Another 57792 top up for me

No worries. Always appreciate your posts.

Maybe we’ll hear something new Monday when the embargo is lifted tomorrow, maybe we won’t. Either way today’s RNS was positive and the Scancell train remains on the tracks and picking up speed.

HAGW

Hmmmmmmmm………not sure about that, as this was contained in the 11/09 Results ie. same 78% as reported today.

“ Progression-free survival (PFS) for iSCIB1+ in the target HLA population at 11 months is 78% comparing favourably against historic 12 month PFS of 46% reported by doublet checkpoint therapy of ipilimumab and nivolumab [1]”

We all want the SP to rise but we’ve also all been told that updates will come in Q4. We are still the first half of Q4.

Whinging won’t make it arrive any quicker.

Cleaner - no.

The point is that the embargo would not be lifted until the time of the presentation which is tomorrow, not today.

JB1’s recent post leaves me wondering if new data released at SITC is still a possibility. According to the Schedule provided by Miavoce, the oral presentation is not until tomorrow.

"Any updated and/or new data that will be available in an oral presentation is embargoed until the date and time of the presentation. If the oral presenter is also creating a poster which includes updated and/or new data, the poster shares the same Oral Presentation Embargo date, not the poster embargo date specified above. This embargo applies to oral abstract presentations."

So is this mornings RNS the first of a pair?

If anyone heard an explosion just now, that would be EE’s head.

Here’s some well researched AI output that made me very happy with my investment.

“Scancell does not have "cardboard laboratories". This term was used informally in a share chat forum, likely in a disparaging or jocular manner, to refer to their laboratory facilities”

“ Scancell uses professional, high-standard research and development (R&D) facilities.

It’s very comforting for all those here who were worried by this and shows the true value of AI.

Hi Balerno.

You’d agree I hope that having something marked as estimated on a presentation document and explicit confirmation of a change in the status of a development are two very different things.

As for any exploitation I don’t know why you are asking me for evidence, as I didn’t say that had taken place. I said someone MAY have been able to exploit that. Again two different things.

Thank you for asking the question at the AGM.

Cleaner - the “someone” who had already posted this news was Marcus. On Thursday evening.

EE - thanks.

If Scancell have as you say not received official notification from Genmab (which btw is significant new context here on this point), should they even be talking about it openly at an AGM? What now if an official notification doesn’t come for some reason? I’m not saying it won’t but surely that can’t be good, or wise practice?

And none of that overrides the point that those who knew the development had significantly moved on, had an advantage over those who didn’t and may have been able to exploit that.

One thing that puzzles me is that if Genmab have now started manufacturing, why no RNS to confirm they have reached that point in the lifecycle of development / commercialisation?

I’m not trying to suggest that information is inaccurate but wouldn’t some who knew, have been able to trade on the basis of having information that others don’t have ie. a false market? With potentially 600M at stake for the company, isn’t that material news?

HAGW