Member Info for chester18

Hi WTP

When Scancell tell us that Covidity is ready to be trialled we will know that the delivery system has been perfected, which for me is the huge win of going for a 2nd Gen coronavirus vaccine.

Electroploration was never going to make Scancells platforms that appealing. Once we have our own novel delivery system the whole game changes.

We are even looking into the potential of having an oral delivery system. The Holy grail of vaccine delivery is in pill form. So much easier to vaccinate the whole world through the postal system.

WPT hold those shares tightly and if the SP retraces to 22p treat it as a gift shop discount, I will.

Chester.

Note to Knowlesi, I know, I know, I know. "Rampy Chester"........ : )

Hi Balerno1

Totally agree, lets see if there is anything new or uplifting in the two up coming presentations from MH. I do hope this is building towards the solid news that we have had laid out in front of us by the company.

Come on Rene keep to the road map........

Chester.

Chester.

Hi Ray

I remember saying when the SP was 5.5p that, being an investor in Scancell and you have done your research then you can see the potential of your investment.
If you are confident in Scancells science not being some fringe 'none starter' then why would you not buy as many shares as possible while they were so cheap.

Ultimately we all buy shares to make money, to secure our futures and try to get a better return than the 0.35% interest from the banks.

Covidity is giving Scancell the opportunity to show the world just how powerful the Immunobody platform is going to be and this will then roll into the SCIB1 / Keytruda trial and then on to the MODI1 trial. With AvidiMab, FC2811, the new delivery system, TCR, CarT and the possibility of an Auto-Immune platform in the future, all extra to the current SP.

How can you not be over enthusiastic adding that lot together.

Chester.

I have just made my first purchase of Panther shares. I came across Panther on the StockBox podcasts (especially the one with Charlie Stephenson) and then spent quite a few hours trying to get up to speed with the current situation on the ground in all the tenaments.

I am really impressed with the asset choices they have made and the BOD does represent a very experienced and knowledgeable team.

Last thing, from what I can tell I think I have joined just as the party is about to start and the band are just setting up for the main event.

Chester.

Scancell is now on a trajectory that will be determined by announcements of trial dates, gov funding, partnerships and first patients being dosed. The current hype due to news flow and confirmation by Scancell that things are moving forward has given traders, profit takers and top slicers the opportunity to make some cash.

It is of no concern to the path that now lies ahead, everything is in the hands of Prof Lindy Durrant and team Scancell. The SP will rise as each piece of the science is presented and the trials begin.

Anyone doubting that with the correct news flow that the SP will not breech 60p in 2021 is not living in the real world, Scancell now have to much firepower to prevent the inevitable from happening.

Chester.

Hi HunSen

DNL is now entering a very busy period and let's hope a very SP productive time as well.

In a matter of weeks we may have heard from Eton on how Alkindi is progressing and most importantly could there be a Chronocort decision.

Once Chronocort is approved all of the territory agreements start to add value.

So I'm looking forward to seeing exactly how far the SP has moved in two weeks from now.

Chester.

Hi Balerno1 ( sclp done well )

When Reneuron's amazing results came out on the RP Ph2 first cohort, the price rose very quickly to £3.30 ish. There are many cautious investors who keep a close eye RENE and 'how do I know this', because every time we have heard good news from the company the SP shoots upwards, in just a few hours. What we need is a sustained flow of good news followed by some reinforcing 'detailed' news.

I'd take a really solid RNS about the 24 month data on RP followed by a couple of deals done on Exosomes and topped off with a Fosun Pharma milestone payment to boot. Surely that's not too much to ask, is it ?

Chester.

Hi Balerno1

Thank you I have just registered for Proactive Investor OneToOne next Thursday 25th Feb and Michael Hunt is also presenting on Tuesday 2nd March which is an AJ Bell Webinar.

So two presentations inside 4 working days, I am hoping this is the preamble to a company announcement on the 24 months RP update. We can but hope....

Chester.

Cheers for the link Bazzaman,

I've registered. Also have a few RENE so that the Tuesday night sorted.

Chester.

In this discussion about Vulpes taking back some value from the current SP rise there is one very important question no one seems to have addressed.

Where did Vulpes get the money that they invested in Scancell?

Well I'll tell you, from their other assets, probably at the time a sale of some OXB shares. When Vulpes invested their very first amount I don't recall there being a mad scramble at the doors of Scancell offering the amount of support they gave.

The money returned to the fund is more than likely on its way to another 'diamond in the rough' that urgently needs some capital investment.

Scancell is now in a fantastic place financially so for me Vulpes kind take back as much as they want because they partly created the opportunity for Redmile to turn up.

Next RNS, date of trial start and possible news on who is going to be the backer of a successful vaccine = SP 40p +

Chester.

Hi Bamps21

Thank you for such a full explanation. I now understand that the hole (LON002)although not going to the full depth of the 'IP Anomaly' is actually testing the above mineralization to give evidence of that said anomaly.

It's a really fascinating 'who done it' with the ultimate conclusion of finding the main ore body.

I know there are those that will try and use the next four Scally cores to create more negativity if they are not glinting with gold and copper flecks but I am now genuinely interest in what we can learn from those cores to inform the early drilling once we're back out there in March.

Thank you once again, very helpful.

Chester.

Hi Bamp21

Good to hear you didn't hurt yourself in that tumble. My first jab Saturday not sure which one as long as its not 'Fisher Price' Lol..

May I ask if you saw my question to you regarding Scallywag next 4 drill cores. I was hoping you could shed some light on one of the drill cores that we are still awaiting results for. LON002 to investigate a Deep IP target.

If it is a stupid question please ignore.

Chester.

davetherave1

Compelling and full rounded post, starting with an education of the dullards, moving to an informative slapping down, then general angst, a pause for internal debate, the grasp of a counter-argument, the revelation of ones own humility and rotating full circle the clarity of self awareness.....

Who needs therapy .................. : )

Chester.

Hi tomphys, I'm no expert but do like to know my investments as best as possible.

Eton Pharma seem like a very progressive business, they understand the regulatory business in the US and know how to get products though approval.
They are a very capable sales platform which is probably why DNL chose them to partner in the US and Canada.

Eton see Alkindi Sprinkle as a fantastic opportunity to grow their own business and they certainly promote it in such a way that you can tell they feel proud to have in their portfolio. I do think they will be eager to represent Chronocort once its approved in the UK and Europe and Diurnal will have every confidence in Eton to be their partner again.

From what I've read Eton Pharma are a perfect fit for Diurnal's ambitions.

I think you could say I'm positive ..... : )

Chester.

Hi Steadydanny

You point out a couple of important points. The phase 1 upgrade of the US facilities was ( from everything I've read and heard mentioned in interviews ) firstly to re-configure the original building to create better flow and though put and at the same time convert the new building and install two complete clean rooms.
They also took the opportunity to bring forward one aspect of the planned Ph2 which cost approx £700k.
Phase 1 is planned to be fully productive in the First half 2021.

Phase 2 will start during 2021 in the new factory and will include 10 further complete clean rooms. This new processing capacity will impact sales in the second half of 2022.

With regards to the achieved sales in 2020 virtually matching 2019 was an outstanding result. Without the pandemic it would have been much higher but would have had a ceiling due to capacity issues. Some processes were framed out.
DermaPure was scaled back to allow greater production of product still in big demand during the pandemic.

The company currently believe they can reach breakeven with the funding at hand. So hopefully breakeven mid 2022 and good profits from the off in 2023.

I hope that gives you a better understanding of why, this time round, the company can achieve everything we wished for before the Woodford crisis caused all the funding problems.

All the best

Chester.

Hi shareaplenty

I agree but TRX are dealing with human and animal tissue that has to be very carefully and delicately handled. The process from gifted tissue to an inert medical product takes highly skilled staff 3 to 6 months. So the SP will rise with the ability of the company to grow the processing facilities. Even with a huge hike in the ratio between the turnover to share price its asking a lot to achieve 35p.

We will probably see a consolidation of 100 / 1 giving an SP of 93p ish on todays price and then we will dual list on the Nasdaq. I reckon that could happen by 2024.

So this is all about management growing revenue, reaching profits and re-investing those profits to grow the business, and repeat, and repeat....

Chester.

Hi Specialonek

Absolutely, lets presume by mid 2022 the second phase is built, its up and its running. Turnover could be £40m / £60 in that full year. If demand is still out stripping sales then they will already have phase 3 and 4 in the pipeline.

So your suggestion of 8p in 3/4 years is very achievable and that is a fantastic rise from todays SP.

Chester.

There is no way on this earth that the SP will be 35p with 7,033,000,000 shares issued. That is an MCap of £2.46billion.

The maximum potential when the second phase is complete in San Antonio will be around £80m to £100m turnover at best. So even at 8x revenues is only £800m at best so that is 11p.

The reality is with everything running smoothly and the demand for TRX products staying strong we could reach 5p a share by Mid 2023, anything more than that is purely day dreaming.

Chester.

Hi Scoredagainsteps

DNL has a lot of parts in motion at the moment. The two main drivers are going to be Alkindi sales by Eton and approval of Chronocort in Europe.

The company is building a very wide base 'revenue stream' and as each of the above become visible the share price will begin its long term growth.

Investors don't see the value yet, as the revenues begin the more investors will be attracted to the stock. This is a slow burn but long life share. My view here is focussed on where the SP will be in 3 to 5 years time.

Patience is all that matters.

Chester.

Well my second guess of .91p has already been passed with 7 months to go.

I think its time to review my review...... : )

Chester