Member Info for Chelsea11

Particularly like these……

· 5+ new key VLG brand products in the pipeline, ready for launch across 2024

· Group net leverage7 reduced further to 1.15x at 31 March 2024

“Ready” for launch would suggest inside the next 3 or 4 months which if correct, would therefore impact 2024 bottom line significantly.

Some photos from the 2024 Conference that you may find of interest. Could be one or more of the photos shows Ballroom 20.

Guess there is disappointment in some quarters that there was no RNS today but who knows what conversations took place and with whom and what the outcome might be from those, in due course.

https://www.aacrmeetingnews.org/attendee-map-gallery/

RayP is essentially in agreement, that the system is carp.

Micky. Suggest read the post 10mins before yours.

Yeah. The system is carp 😂

Another 48884 for me…….

Ballroom 20, not 50, according to the Itinerary Planner.

Regardless, I’m sure Lindy will lead the audience a merry dance 😂

WTP - from all recent posts, it seems the principal point is that the Abstract content, can only relate to data that was available at the time the Abstract was compiled and submitted, to meet the AACR deadline.

That was months ago and so the million dollar question, is when there will be a formal update on progress since that point in time, either during, or post presentation. Post presentation could mean Monday, or some other future date.

FOMO is a myth here.

Only great data and plenty of it, will burst the dam.

For me, the SCIB1 results are clearly very important (to both patients & shareholders) but will in a matter of months, be overtaken by a similar (or hopefully better) level of success from the iSCIB+ cohort and it is that, that will be the catalyst for wider trials / potential deals.

SCIB1 is the taster only. The main course is iSCIB+ and it is the rapid recruitment to that cohort and subsequent data, that is the more significant. IMO.

PB - nothing new?

Treatment continues both successfully and safely for these very poorly patients.

She'll definitely be coming round the mountain when she comes.

Yee-Haw

Konar - Agree with you (not sure who offered up the "guarantee").

Here's what I said when I topped up yesterday.

"Trial update not far away (even if not linked in with AACR)"

Brevity & clarity - thanks Berm.

The presentation of course taking place on Sunday 7th.

Absolutely wouldn’t want to be out of this, over this weekend 😉

Small top-up for me of 5720.

Lindy was bullish about ORR being maintained as trial numbers increase. No safety concerns have surfaced. Trial update not far away (even if not linked in with AACR).

It would be a surprise to me, if BEG don’t communicate a further acquisition this quarter.

Violin -

“Genmab didn't like what Scancell has available to offer”

Completely untrue statement.

1.8 Billion? Pah, more small beer 😉

As EE says (7:26), the financial element of the RNS is very small beer. Maybe it’s just a low profile employee leaving the company but I suspect simply a tax-related transaction. Nothing that is going to derail conference/trial updates imo.

That’s a possibility Konar, I agree. Not a reference to actual product / company collaboration but some sort of marketing ploy, to raise and compare the profile of the DNA approach and in fact the company as a whole.

Regardless, imo the inclusion of a reference to BioNTech didn’t happen by accident!