Member Info for Chelsea11

Hey Burble.

Ciaskin kindly pasted a link yesterday.

https://vimeo.com/907889586/5d861ac47d?share=copy

Didn’t Lindy confirm in the presentation that Genmab WERE taking SC129 into the clinic and WERE very happy with it (or bullish words to that effect)?

I seem to recall that Berm (apols if not correct Berm), indicated some time back that that point in time, would typically be a development milestone to trigger a further payment in accordance with the type of deal in place.

Of course we don’t know how much that would be, nor precisely when it would be paid but given what Lindy said in the presentation, surely it’s reasonable to expect that payment to be made in the near term?

If that is confirmed via RNS inside the next couple of months, maybe the market will wake up to the commercial prospects here.

I can see that at the link below, it was last reviewed yesterday. Not sure if that means just reviewed (perhaps in connection with the presentation) and nothing updated, or something has been changed, or added?

https://www.cancerresearchuk.org/about-cancer/find-a-clinical-trial/a-trial-SCIB1-pembrolizumab-advanced-melanoma#undefined

So refreshing to have a positive discussion on what Scancell are actually doing, rather than links to a magical mystery tour of the internet for anything cancer related.

Dracula - great presentation today, what do you want, blood?

Ciaskin - your choice of word “convincing” is bang on the money imo. Coming from both Lindy and Sath who I also thought was excellent.

Also an excellent Christmas Jumper Lindy was wearing.

Nothing negative today and won’t be in the presentation either and so another 46643 for me.

Thanks for clarification Burble. Appreciated.

At the time of the Capital Raise, Lindy did say H1 2024 for SCIB1 data but it’s now Q3, so some slippage there. I’d also have preferred to have seen iSCIB recruitment has started, rather than expected to start in Q1 (given it’s nearly Feb). Depends how you define “started” I guess.

However, the RNS tells the market where we are and nowt to worry about imo.

Won't be quite so bad when it's Bid £7.50 Ask £8.00

Sounds like we’re galloping down the final furlong then lol

Can’t see why Redmile would be in a hurry. They have over £2.5B in holdings, so little Scancell right now, are small beer to them really.

Would be like trying to cancel your bet on a horse running well, that is in a prominent position in its race, with a couple of fences still to jump. Might fall yes but very much in the mix with a chance to win the prize money.

All imo of course ;-)

Not sure why this article has only just been published given it’s not new news (unless there is something different behind the paywall). However it’s all good publicity.

https://www.oxfordmail.co.uk/news/24078268.review-abba-voyage-created-help-oxford-tech-firm/

Reasonable to expect the same format / structure, as the Results issued on 31/10.

Highlights / Update sections on:

SCOPE

Modi-1

Antibodies

Corporate

Financials

TF is right imo where he says it’s not just about the subject matter but how it is written. As an example for Financials, I would hope the emphasis is on how well the Company is now funded and what that will enable them to do. Otherwise news articles will just lead with any losses.

HAGW & roll-on Tues (maybe Monday :-))

Jambo - “current lack of activity”

What exactly do you mean by that?!

TF - you were right, notice has been given. I wasn’t so confident it was coming but very pleased to see it, as removes all doubts. Post-period blockbuster please!

If you’re a donkey you can now use the pronouns he/haw.

Not that I don’t believe in all that carp ;-)

Simply hyperbolic journalism in my view.

Not really any need to look past the transparent statement “the overall benefits of these products continue to outweigh their potential risks."

Ah yeah but I’m talking about receiving the Notice in the years I’ve listed (for previous years Results).

So whilst it’s possible we’ll get one this year, it’s less likely as we tick off each day in Jan.

There was no Notice of Interims in 2019, 2020 or 2021. Given the date today, I’m not now expecting any Notice.