Member Info for Chelsea11

Ok so you don’t believe there is a market wide impact to stocks currently. All media coverage must be wrong then.

Carrington - the whole stock market is taking a bashing. Today’s drop is non-specific to this individual equity.

“A growth business operating in growth markets”

Perfect summation of all the detail within todays results.

At a glance, thought SCINV had popped in for the day.

😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂

😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂

Yep, international expansion is very evident and clear signs that that strategy is working. Not many debt free companies around with a clear line of sight and tangible action to muscle in on such significant opportunities. And I agree, the best people want to work within those organisations.

Will current global conflict temper any SP rise? Guess we’ll soon find out.

Looks like it will be around 10% down by the end of this last trading week, with most of that decline post the midweek AGM Statement. For me, an AGM Statement doesn’t often give much away but my interpretation was that the Company is doing very well in some areas but is behind the curve in others. Markerless read to me like more time is required to turn it into a product that relevant customers cannot do without but I could be wrong.

What we do know for sure is that a very decent Divi will be paid at the end of March. If there is any further weakness in the SP, I’ll add again.

This will no doubt be seen a controversial and maybe get some knees pumping but in my view, whilst the subject matter is significant, a relatively low-level event and maybe just some fulfilment of a confirmed obligation to attend. It’s also worth mentioning that it might have opened up some meaningful and perhaps ongoing background dialogue that might grease some wheels down the line.

No big deal imo but good to hear others feedback.

From the December Trading Statement…………

“The Group looks forward to announcing its Interim results for the 6 month period ended 30 November 2025 in February 2026”

Would need to be this week then.

AGM Statement anticipated on Weds 25th.

In the meantime, some of you here might find the following link interesting. Small companies currently under the OMG wing but an astute move by the Company to enter these markets imo, despite the criticism posted here.

https://www.openpr.com/news/4400488/in-depth-examination-of-segments-industry-trends-and-key

Hi Chester.

We will soon find out if we’ve called it right. Whilst the approval speed is on the Regulators once in their space, I’m sure all Scancell’s administrative guns are blazing. Think Neo in the lobby in the Matrix……….

Cheers.

I’m expecting an MHRA approval RNS within the next 4 weeks.

IMO.

HAGW.

Something else in the smallprint on their pipeline page reads………

“ This overview of our clinical development programs is updated quarterly. Changes that occurred in our pipeline are detailed in our financial reports”

And so with only a quarterly update of that webpage, it’s probably not the best reference point anyway. Ultimately, it comes back to what I said ie. Wait for the Scancell update. Anything else is just guesswork.

I suppose it is likely that a Scancell RNS confirming Phase 1 would arrive ahead of Genmab broadcasting on their website.

However I don’t believe it should already be assumed that GEN1079 is a Scancell product. Wait for any RNS.

To replay a post a made on 9th Feb………

GEN1079 hasn’t yet made it onto the Pipeline page at the Genmab website but when it does, it will list any partner they are working with. See GEN1059 which shows BioNTech as an example.

https://www.genmab.com/antibody-science/pipeline

Yep, I said back in November that I’d continue to add sub 50p and did.

I suspect those opportunities have now gone but discounting the totally unexpected, still plenty of upside here imo.

Could be the cheeseburgers were ropey

Anyone stewing over making an investment here is going to miss out.

I’d just temper the phrase “all the relevant majors are in talks with Scancell”

I’ve very pro-Scancell but that’s a bit too clappy for me. No one here or over there knows who the Company are speaking with.

HAGW

Thanks guys.

Let’s hope we hear something in the short term.

Tuesday will do 🤣

To reproduce what I posted on 8th Feb……..

Berms helpful post also ties in with what I dug up on the different timelines between FDA approval and EMA. Note the conclusion at the end of the publication and also that it’s come from ASCO so I’d assume this is accurate information (it’s also backed up by more recent articles from other sources).

https://ascopubs.org/doi/10.1200/JCO.2021.39.15_suppl.1575

I have no idea if those timelines will apply here.