Member Info for chester18

Thanks TF

The difference is CEPI mentioning a possible development product by Nottingham Uni and Scancell which fitted with their universal vaccine ambitions as apposed to Covidity when the development stage has finished and the product has passed all the tricky stages and has been approved for the Ph1 Trial to start.

We are without doubt smack bang in the middle of CEPI's sights, which is fantastic and gives Covidity a good head start in any future application .

I'm as excited as anyone one of us LTH's and I'm finding it difficult to to be patiently waiting. If we are going to keep to the suggested timeframe we need to hear from Scancell about Trial details by the end of this month or the very latest by the 2nd week of May.

Chester.

Hi C7

Thank goodness that Admin saw sense and reinstated you to LSE. The ban must have been instigated by a newbie mediator who didn't understand the constant attacks you were getting. Anyway your here now and the board has part of its core back in place. I definitely miss the info posts and science debates by Inanaco.

CEPI choosing Covidity at this stage would be impressive as we have not been definitively told that all the parts are ready to employ. I am waiting for that very first step, 'Trial Application', once that is RNS'ed I think we are off to the race's.

At that point I'm sure CEPI would begin to show true interest.

Phase 1 successful DATA then I would expect a large Pharma Co to be announced because as you say we would then need their huge infrastructure and global reach
to develop the vaccine roll out if we reached approval after a successful Phase 3 trial.

All the best

Chester.

I mentioned the CRUK GC as a warning against arming the naysayers if CEPI spend their £200 million elsewhere. We are all now on hyper alert waiting for that key RNS, which is partly due to the media frenzy weekend a month or so back.

The reality is that the Covidity Project is not just down to Scancell, it has at least four teams working on the various pieces of the puzzle. I think we will be still putting the finishing touches to the delivery system and LD will be ensuring that everything is in compliance and working correctly.

When the news is released we can be certain that every step to ensure a successful Phase 1 Trial will have been taken and checked multiple times.

Chester.

We all want Scancell to move swiftly from here to the clinic not only the Covidity Trail but very important to me into the Cancer Trials. I'm just trying to gauge in my own mind how Redmile would like thing to happen.

If we are not the chosen ones by CEPI it may well be that that is a Scancell / Redmile / Vulpes decision and not that our technology is somehow not worthy. We got ourselves over confident in the CRUK Challenge and it caused disharmony to this board, I certainly don't want to see that happen again, so lets think it all through first.

Maybe I'm being over cautious, I believe will not hear an announcement on Covidity for at least 3 to 5 weeks. Then I expect the news to flow incredibly fast. There is a very good chance that we could hear about the MODI1 trial inside 6 weeks as Cliff Holloway did say he hoped for that trial to start before the end of June (H1).

Chester.

My raising the question is to do with any terms attached to the CEPI funding.
Things like percentage of final Vax to be distributed to needy countries, insistence on distribution channels, any progress in the particular technology gained by their funding and opening up of the IP after 'X' years.

I don't no much about Novovax prior to the CEPI assistance, I presume it is a private American company already well down the path to a viral vaccine technology and not a company that had just had £45 million of Institutional Investment.

Don't get me wrong, if its purely no strings attached funding to 100% gain advances in the races against future pandemics, well fine but there must be some stipulations by CEPI as to how the future success plays out.

Chester.

Morning crumbs

How will a CEPI grant and guidance go down with Redmile. They have invested heavily into Scancell and I'm sure they would like to keep good control of their investment. That means IP and all the talent brought on board with their investment.

I suppose I'm wondering if it is better for Redmile and Vulpes to keep as many Scancell toys to themselves ?

Chester.

@JerseyCrew

Excellent post and recommended.

Although seemingly slow, every drill core raised on each 8 hour working shift is another small step towards an Indicated MRE and the PFS. I have stopped worrying about the daily SP movements and I am now concentrating on the 28th April and more profoundly on Wednesday 28th July when there is a very high probability that the MRE will be raised beyond 7 million ounces inferred, meaning a true resource in the region of 12 to 15 million ounces.

On that basis I have bought more shares at circa 18.8p as it seems to me to be well oversold.

Chester.

'Angle PLC Global launch of clinical services laboratories' ................

The potential revenues of the Clinical Services Labs of Angle PLC will be the size of a small AIM listed company on their own.

Past businesses have launched on far less potential. Angle can develop their Laboratory Services as a Division of the company generating yearly revenue completely separate from an approved Parsortix Division sales.

The current SP now has an underpinning business and is not held to ransom to a 'Binary Play' based on whether Parsortix is approved in August 2021 or sometime in 2022.

I fully expect approval by the FDA this year but my point is that the business now has two potential revenue laboratories which makes my investment so much more secure.

Just my opinion but based on the solidity of Angles announcement that the two Clinical Services Labs are now open for business and that contacts are ready to be signed up.

Chester.

Hi crumbs

We are so close to these trials I can taste them... lol

This new peptide delivery platform moves all of Scancells future tech into a much more commercial package until Lindys team come up with an oral or nasal upgrade. I've convinced myself that we need another month but if they want to let us know earlier I'm fine with that.

Chester.

I think it is absolutely ridiculous that admin have allowed the continued 'stick' given to C7 and then banned him.
I didn't read what caused this to happen but I presume C7 was in the end just defending himself.. AGAIN...

We all know that these chat boards must accommodate many differing views but the ideal is with as much civility as possible. I'm sorry that C7 has been banned, I don't think it is right and should be redressed.

Chester.

For Covidity to be a success the new delivery system must be thoroughly tested and shown to be as reliable as other DNA delivery platforms. SCBI1 / Keytruda will continue with Ichor's TriGrid but it would be a positive advance forward to have an injection platform for MODITOPE and IMMUNOBODY is all future guises.

When that news media attention shone a light on Covidity a month back we didn't hear any comments on any potential hold ups, so I am quietly confident that the delivery system is working in the labs. What will be a great relief to me will be when it is all officially confirmed so we all know the true journey to clinical trials has begun.

I'm still hoping for that RNS to drop no later than last week April, first week May.

Chester.

Hi Rotherby

Exactly my thoughts so I've managed to tip up my sofa and bought some more today at 18.65p.

I also think about GH when he stepped down, he will be shocked at the drop in his paper worth ( which is substantial ).
I'm sure he's extremely unhappy and he would not have moved on to allow a new CEO to just let all his efforts to in raising the GGP profile to turn to dust and create the possibility of a cheap buy out.

The GGP share price will whip right around, starting next week with the '2021 Drilling Programme' and then at the end of April we will have the number 15 'Newcrest Drill Core Update'.

This April report will have both Infill and Growth Drilling data.

Bring it on !!!!!

Chester.

Judging by the Tweet by our new CEO Shaun Day I'm expecting an announcement next week on the 2021 Drilling Plans.

I'm also expecting it to be upbeat and a comment along the lines of

"What are all you muppets doing, you spineless dongos".

I don't think those will be his exact words ........

Chester.

Maxparker

Patience is needed, the application to enter a Phase1 Trial for Covidity will be being put together right now.

My read on everything said by Cliff Holloway and reported in the media blitz two or three weeks ago suggests that the trial will start early H2 so in mid July / August. The application for the trial will be completed and submitted sometime in April / May, hopefully by Mid April would be very nice.

Without any news from Covidity for at least a month it may well be details of one of the Cancer trials that hits the RNS button first.

Scancell are on the cusp of launching three trials and each one has to be carefully designed, clinics need to be arranged and the oversight by Scancell staff be thoroughly prepared.

So patience is needed for at least another 4 to 6 weeks.
It will soon pass so please don't stress.

Chester.

If we are being serious about the potential rise of the SP on the announcement of a Covidity Trial Application, followed several weeks later with the Trial Approval / Commencement Date and followed some weeks later with First Patient Dosed.

Given the rise after the weekend of Newspaper and TV coverage what should we expect on the above announcements.

In my humble opinion.

Covidity Trial Application : 30p / 35p

Trial Approval and Trial Start Date : 40p / 45p

First Patient Dosed : 50p / 60p

I would expect that these would be the levels of the SP 'Spike' at each announcement and after each spike the share price will fall back slightly within a couple of weeks.

Just the amount of world coverage on the necessity to find answers to coronavirus mutations will mean that just the message that 'Covidity' is going into trials will cause a media storm on its own.

It is plainly obvious that this will have a hugely positive effect on our SP.

Chester.

Newcrest up 3.5% and GGP down 3.5% what a joke.....

Any other exploration mining company that announced our grades last week would be up 20% so there has to be forces at work above and beyond 'The Market'.

With the GDXJ buys either taking place or largely happening tomorrow the price should be going slightly up not down, Go Figure.................

Chester.

Bamps you beat me to the punch.......

Chester.

In the recent Interim Report it was stated very openly and clearly that the rest of the 2020 drilling campaign results will be released after comprehensive analysis.

Not the exact words but if you re-read the report it is very plausible that they have the original lab results for the missing 4 cores but have decided to do a further much deeper investigation prior to issuing the result.

My presumption is that the pathfinder elements are being thoroughly scrutinised so the results when released are wrapped in a positive report of the directional signals contained in those pathfinder elements.

Chester.

I have just re-read that paragraph again and I have misunderstood the figures.

The $0.1m is Eton's total turnover for the quarter and the $0.5m is what they achieved in 2019.

Tired eyes make for mistakes, my apologies.

So there is no defined figure for Alkindi but it is going to be a smallish figure.

They do state that it has been well received and are happy that it will do well in 2021.

Chester.

Hi quelfromage1

Yes it is an odd way of reporting but it reads to me that Eton's revenue for the quarter was $500k and Alkindi only contributed $100k of that.

We will see the truth of it in the RNS at 7.00am tomorrow morning.

If it is different from how I've read it then I'm confused by the way it's worded.

ATB

Chester