Member Info for Chelsea11

Watch this space…….

“We are very confident that we will complete another couple of acquisitions in 2023,” he said. “We have a very strong pipeline.”

https://www.scotsman.com/business/glasgow-packaging-heavyweight-macfarlane-targets-further-acquisitions-after-solid-rise-in-sales-and-profits-4038020

7%.

Perhaps then, not the cataclysm expressed here at times this week :-)

We know that up to 138 patients will be recruited to the trial.
We also know that 23 (17%) already have been.
Of those, 14 initially clinically assessed - outcome broadly described as “encouraging”.
Logically, that means 9 more will be assessed in the very near term ie. 17%.

Those recruitment numbers are likely to change significantly in H1. We’re already 2 months in.

IMO further Modi news isn’t going to be that far away. Other business updates within that timeframe are highly likely.

It really isn’t that long to wait imo and not emotional over yesterdays drop.

HAGW

Solid set of Annual Results published today (and ahead of market expectations). Divi increase (paid 1st June) and positive outlook overall. What’s not to like?

Rich. Your 15:56 is bob on imo.

“If you don’t believe, then sell and move on”. Too much of, I’m super positive but but but…….

C7 - “when the time is right it will pop”.

Never quite got the hang of that one.

Ruck. Thanks for response.

Agree anything is possible. However if I thought 15p and a fund raise was coming, personally I wouldn’t be here and would be investing elsewhere. I am backing the horse to win, not get pulled up 3 fences from home. If I’m wrong, we’ll then I’m wrong and I lose my stake.

To those who Rec’d Crackin’s 09:41.

Why are you invested here?

As well as what journalists think / print about yesterdays RNS and also what heavyweight pharmaceutical co’s make of it, I wonder what Redmile / Vulpes intentions might be, whether that will now change in any way and also how they might show that and when.

Just thoughts.

MattR - not sure what point you’re trying to make?

Anyone invested here could (their call) think today’s news de-risks their investment somewhat, as things stand today. I guess that aligns to TD increasing the chance of the trial being successful.

Personally I’m not underwhelmed by a +10% rise and arguably an element of de-risking my investment - as things stand today. I also see todays news as a building block towards the bigger picture.

Turning out to be quite a February.

New Chairman - vast experience / reach.
Positive Covidity update - platform validation / potential for partnership.
Early Modi-1 data - confirmation safe and “encouraging” efficacy. Expansion plan full steam ahead.

And still a week to go :-)

Am pleased to see the SP gain a little ground but isn’t that a bit odd?

Almost as if someone knew the price was going to drop and had their finger on the trigger.

Let’s hope we hear something positive next week, that means TD will have to re-write the whole thing :-)

HAGW all.

Late March Results will provide an update on the 2023/24 outlook. Glass half full is that the South Bend capacity remains fully on track for Q3 and Lab Testing continues to pick up and will be profitable in the near term. Tangible wording / evidence around those to breed confidence required if the SP is going to climb back up into the 30s.

Am cool with your response Berm and not knocking the report - it is comprehensive. For me though, I stand by what I said as the high level view I made a point of calling out. The para I pasted is what everyone knows already.

Fundamentally and as a view from 30000 feet, I don’t believe the report tells current investors much more than they already know. Take this extract:

“The next 12 months will be pivotal for Scancell. Progress of the novel and differentiated Moditope and ImmunoBody technology platforms, either into or through clinical development, or, in the case of the anti-glycan antibodies and AvidiMab platforms to convert into meaningful collaborations, should be key to unlocking shareholder value, as seen with the Genmab deal. Clinical disappointments, trial slippage, or a delay in executing attractive partnering deals will likely knock investor sentiment.”

Well, yeah! So you either back the horse to run well in 2023, or you don’t.

All this debate about what might happen in the future……..

Surely everyone knows we first have to wait for the Golden Cross to light up like the Trafalgar Square Christmas Tree.

Ditto

https://www.biopharma-reporter.com/Article/2023/02/13/Scancell-announces-positive-Phase-1-data-for-needle-free-COVID-19-vaccines

An example of the post RNS coverage I was hoping to see.

https://endpts.com/giving-first-glimpse-of-data-scancell-looks-for-covid-19-vaccine-partner/

No doom here ;-)

£7.99 - £8.01 range.

Total guess obviously.