Member Info for chester18

All LTH know just how particular Prof Lindy Durrant is with her science with high regards for 'Fit for Purpose'.

As Ray or Crumbs pointed out some time ago the Covidity Platform not only includes the manufacture of an Immunobody DNA composite but also the addition of Avidimab and to cap it off the use of a brand new delivery platform.

On Covidity I totally understand It will be 'Ready when its Ready'.

On the MODI 1 Trial we know Scancell have stated 'Trial to start in H1 2021' so I expect news anytime in the next 2 / 3 weeks.

SCIB1 / Keytruda could be at anytime soon, dependant on Trail Site Readiness and potential / suitable Enrolled Patients.

The 'Tick Tock' is getting louder causing disquiet amongst the SCALPERS.

Chester.

Hi Bermudashorts

Thanks for confirming that, it was my understanding that for MODI1 and Covidity we would be informed when trial approvals have been granted.

We are so close now to being back in the clinic after such a long wait....

I'm getting 'proper excited' by the potential of Scancells platforms, we just need to start amassing that clinical data.

Chester.

Hi Ruck

Only if you think that any news will only arrive on the 30th June.
For MODI 1 to start H1 I would have thought the announcement could arrive any time in June. Unless the RNS states 'first person dosed' rather than 'trial approval obtained'.

Also on Covidity to 'Start Mid Year' the same goes, will we be told that the trial has been approved or again will it be 'first patient dosed'.

SCIB 1 is slightly different as that will most likely be when the first patient has been enrolled and selected.

So I think that there is a very high probability that an RNS covering any one of the three trials will arrive earlier than the 30th my hope is between the 9th and the 16th. I think my story is very straight thank you very much...... lol

Chester.

Good morning all,

I approached the question of 'News When ?' very scientifically and re-read the last 5 /6 RNS's and re-watched the various Cliff Holloway interviews / presentations.
Added to this the 'Trial to Start in Weeks' news blitz of nearly 3 months ago.

We have a definite promise that MODI1 trial will start in H1, that Covidity will start by Mid Year and we are now hearing about agreed new sites for the SCIB1 / Keytruda trial.

This means that if you choose to believe that with the Redmiles & Vulpes cash backing up these promised deadlines the company will deliver something on time before the end of H1 you can trust my predicted percentages.

My preferred 'sweet spot' is around the 9th to the 16th June.

Chester.

What ever happens to the share price short term there are some big inflection points coming in the next 2 to 4 months all to do with Havieron 'The materialised Ore body that just keeps on giving'.

The next two drill core results, 9th June ( ish ) and the Quarterly 28th July will both have positive affects on the SP and also begin to inform us about the move to a much larger Inferred MRE.

When we reach the 'PFS release' ( September ) that is when the real move northwards will happen.

We also know over the next few months, if we are luck, SD may have a few nice surprises from the exploration drilling either the Juri JV or one of our 100% licenses, so much to anticipate.

Chester.

There are now only 6 full weeks until the last trading day of June.

From what the company have announced news is 100% due before June 30th ( H1 ) on the MODI 1 trial and there is a very good chance that we will hear about both Covidity and SCIB 1 by that date, therefore :

We now have a 16.7% chance of news arriving by next Wednesday 26th.
20.0% chance by the 2nd June
25.0% chance by the 9th June
33.3% chance by the 16th June
50.0% chance by the 23rd June
100.0% chance by the 30th June

The clock is ticking down very quickly, as the saying goes 'Tick Tock'

Chester.

Morning Br3xiUK

You are absolutely spot on, I won't be selling a single share but its a valid question to seek other views on the potential rise of the SP. Surely these open boards are popular because it allows us to check our own thoughts and predictions.
One other point is that this board has many posters who really understand just how important Angle will become once the FDA approved the Parsortix platform.

Chester.

"Oh to be a fly on the wall at Scancell right now".

I can only imagine the intense discussions regarding a whole host of important matters that need signing off ready for three trials to start.

From the info we have gleaned it would not surprise me to see an RNS on the MODI 1 trial in the next two weeks. The SCIB1 / Keytruda trial Centre set ups must be virtually ready to start vetting potential patients and Covidity is only 'weeks away' ( sorry, tongue in cheek ) but they must be in the final stages of the Trial Submission documentation.

We are very close to the start of a stream of RNS'es

Feeling very positive.

Chester.

Looking at the size of quite a few of this mornings buys I would say that the word is on the street.
This is a solid rise and before a news release. If the demand for the shares continue we could be closing in on £2.00 before the FDA approval.

If we do reach that high prior to any FDA news, where will the SP rise to on a positive outcome ?

Chester.

Based on current quotes the MM's are selling at 100k circa 20.6p ish but don't want to buy any stock. To sell any large amounts they are looking at least a penny less.

Scancell have always kept a tight hold on news so you never know for sure when things are about to happen, but using the MM's current status and the fact that a director associated fund bought at the end of April I'm fairly sure that an RNS will not land until the end of May.

I'm going to take an absolute pure guess at the Thursday 27th.

Chester.

The fact the Vulpes Foundation bought their 400k shares indicates to me that there are no major problems.

My reasoning is why else would they buy more stock ?

Chester

HI C11

I've not seen a memo yet....... : )

Chester

My bet would be on between the 9th and 16th June, right in the sweet spot, that's where the mice will be putting their money.. lol

Us poor PI's do not have a clue but as each day dawns without the RNS 'Red Dot' the percentage increases and the tension mounts.

We all know that news is imminent and I suppose its times like now that make investing so exciting.

There may be three lots of news land this week, "if only".....

Chester.

To focus our minds on the actual chance of news landing anytime soon I've done a very simple division of the coming weeks up to the end of June.

There are now only 7 full weeks until the last trading day of June.

From what the company have said I would say news is 100% definitely due before July 1st and Therefore :

We have a 14% chance of news by next Wednesday 19th.
16.7% by the 26th May
20.0% by the 2nd June
25.0% by the 9th June
33.3% by the 16th June
50.0% by the 23rd June
100.0% by the 30th June

So now it is very much the case of 'Tick Tock'

Chester.

Hi Maxparker

I think you would want to know that its running right before you part with your cash but CEPI have a mandate to get these new technologies over the line and try to stop any potential future pandemics.

To be honest I would have thought Lindy would be able to show excellent lab data, my question was to ask 'if' CEPI will get involved before a dose has been given to a person. Because I don't know if they would.

Chester.

Hi crumbs

If all parts of Covidity are now honed and ready to implement as a Ph1 trial I have no doubts at all that we will be talking to CEPI.

When CEPI put out their message some 8 / 10 weeks ago it was written like a preview of what Covidity can achieve given it works as designed.

A question, and I'm not sure of the answer, Will CEPI accept pre-clinical data as proof of concept or will they need the Ph1 safety data first ?

Chester.

When the BBC interviewed the Oxford Team responsible for the Oxford / Astra vaccine back in February 2020 they stayed with the story and followed the progress right through to the approval.

It came to me yesterday, I wonder if Sky are doing the same thing right now with the Covidity Project. Its the kind of news journalism that plays fantastically well once the 'cat is out of the bag'.

Just a thought while we await the curtain of silence to be raised.

Chester.

@Taverham

With regards to when we will receive news.

From the statements put out by RNS and from the presentations by Cliff Holloway my initial take was that news would arrive by mid May. To start the Covidity trials "early H2" by which I assume they mean July / August, the application to attain approval must be submitted at least 6 or 8 weeks in advance.

The 400k Vulpes buy has made me question my assumption and I'm now not anticipating any news on Covidity until early June.

If I'm wrong then its a bonus...... : )

Chester.

I read the report on the BBC online news :

https://www.bbc.co.uk/news/science-environment-57004604

We are all on the edge of seats waiting for news on Covidity and the chosen one being SN15 to deal with certain variants.

Well I did not expect this headline ...............

"The latest prototype, Serial Number 15 (SN15), has just completed a successful high-altitude ascent and landing.

The four previous test artefacts all ran into trouble as they went through their touchdown manoeuvres, ultimately destroying themselves in the process.

But SN15 had no such difficulty, making a tidy, controlled return to the ground at SpaceX's R&D facility in Texas"

Just shows you just never know with Lindy's tech......... : )

Chester.