Member Info for chester18

Two more RNS's now due.

Date of the AGM

and

The Investor Presentation

Chester.

I'll be glad to see an RNS tomorrow morning or absolutely the latest Tuesday morning.

Once we can read Scancells Year End Report we can see if I'm being to speculative 😁😁

Chester.

TF have you checked any details about BDO ?

They're a huge association of accountants, the following taken from their website :

"BDO is an international network of public accounting, tax and advisory firms which perform professional services under the name of BDO. The fee income of the member firms in the BDO network, including the members of their exclusive alliances, was US$12.80 billion as of 30 September 2022. These firms have representation in 164 territories, with over 111,300 people working out of over 1,803 offices worldwide".

So with that amount of fire power, yes, I'm amazed they could not raise enough paid hours to have the Scancell Audit completed by Friday. Remember this is their second delay.

From everything that has been posted about BDO it is apparent that they have grown the business to quickly and are failing in their business obligations to Scancell and probably other companies as well.

With regards to more up-to-date information in the year end report, of course they will include everything up to the date of the release.

It should always be a report of, where we are at that point in time, plus a forward looking statement to lay out what the next twelve months should achieve.

Chester.

I'm amazed that BDO didn't complete by Friday. As shareholders we are all waiting to here the latest updates on our trials and conversations with potential customers for our technology.

As the uncertainty causes some to get the jitters it's also important to remember that if MODI1 + CPI's is having the same success as the SCOPE trial, the value of our technology could be increasing at some pace.

The delay from the 13th November until now has allowed time for more up-to-date data gathering and hopefully emails back and forth on any potential deals.

"Always look on the Bright Side"

Chester.

Not 'unrest' TF

Just information...... 👍

When our Audit firm 'BDO' delayed from the 13th Oct they obviously thought that the work could be complete in 9 working days. Subsequently the 24th Oct was announced.

The second delay by BDO ( announced on the 20th Oct ) should mean they now ensure resources have been mustered to finish their duties by the end of this month.

My guess is that the intention would be to complete their work so the Year End can be no later than the 31st. Anything beyond that date shows that BDO are in complete disarray.

We can also be fairly certain that the room is already booked for our AGM, which by going off the last few years, will be at the Caledonian Club, London, week commencing Monday 20th November.

I would expect an RNS with a new date for the Year End Report by Thursday or Friday this week.

Chester.

Modi2 : Prised by LD plus a license agreed with Vaccitech to effectively produce the highly water phobic Modi2. The newly published BMJ paper tells us that Modi2 is being prepared for Clinical Trial Aproval.

6 Month Evaluation : of our Antibody Platforms by a Leading Biotech Company ( RNS 10th July 2023 )

That report could land very early 2024.

GenMab Deal : Announced by RNS 25th October 2022. Is news imminent ?

Apart from those few things, not alot going on really ........

Chester.

Other than the Scope Trial moving forward as ISCIB+, or MODI1 being trialed with CPI's ...

"What have Scancell ever done for us"

Apart from :-

GlyMabs : 4 Collaborations

GenMab - presume 1st Sept 2019

Chinese Bio - Dec 2019

US Antibody Co. - Jan 2020

Major Euro Pharma - Mar 2022

AvidiMab :- Proven in COVIDITY Trial and a pivitol

part of the future ISCIB+ progression

Chimeric Antigen Receptor 'T' Cell ( CART ) :-

Potential Collaboration ( July 23 RNS )

BionTech :- Harvested ModiTope 'T' Cells ?

TCB Antibody : LD said this could be the most targeted Antibody ever. Aimed at Small Cell Lung Cancer.

Cont : -

Hi Micky9toes

We will probably find out about the AGM next Tuesday. It is normal to RNS the year end accounts and then state the AGM date.

Chester.

We will probably find out the date of this year's AGM by RNS on Tuesday next week.

Our AGM is usually in the last week of November, so if it's moved it may give a hint of if we are attending the WVC in the US.

Chester.

WTP that's an easy question to answer.

The sensible way to view Scancell is that with ongoing data success the interest and value of the company will grow. Pushing up the SP in a series of steps.

The reality is always different from what we tell ourselves and as you know Left Field news is a possibility at any time.

So I project slow positive growth for all of our four platforms and hope that transformational news lands much sooner.

My post on the subject of predicting the SP is not a ramp or de-ramp, just a 'cold light of the day' guess.

Chester.

The only way to arrive at a target shareprice is to realise what the Market Capitalisation would be.

At a £1 that would be £1,049,000,000.00 if you add in the CLN's owned by Redmile.

If we are talking about both iSCIB+ and Modi1 successfully improving patient outcomes when combined with Checkpoint Inhibitors, then a deal could go into the £B's.

For that to happen we need strong data all through 2024 and probably early 2025. The near term rise in the SP will need both trials to continue to report 'positive success' and either AvdiMab or GlyMabs to be signed up for 'Cash Up Front' deals.

The truth is that we won't know how much Scancell could be worth if everything goes well.

The news will flow and when the financial institutions begin to buy Scancell shares it will advance rapidly.

My hope is that near term we cross the 30p mark, when iSCIB1+ plus CPI reports next April / May we mat reach 50p and if Modi1 + CPI's also works as well as SCIB1 then we could be going towards £1.

If it is going to happen it means both platforms will be the 'New Kids on the Block' and our value will reflect the size and reach in the cancers covered by the current data and the possibility that we could see similar success in many other cancers.

Those of us who have been here a while, have stuck with Scancell through some tough years and all because the science has been so compeling. I still believe that Moditope given in early diagnosis will stop / eradicate some cancers and hold them at bay for years. Time will tell, but we are so close to knowing just how tempted big pharma will be to pick those platforms up.

Chester.

We all hope that Scancell can be the centre of a similar story here in the UK. The recent success of Scib1 being added to Checkpoint Inhibitors is the potential 'tip of the iceberg' when you factor in how many shots on goal Scancell have yet to bring forth.

Given that iSCIB+ has a very good chance of working to the same extent plus it will cover 100% of Melanoma Patients, that platform will be worth more than the current Market Cap as it progresses through clinical approval.

If Modi + CPI's shows similar improvements in Renal plus Head & Neck cancers that will put Scancell into the news headlines. Plus that success will probably mean a Modi + CPI's Ovarian Cancer Trial would be funded.

"One Day Rodders"

Chester.

I'm sure all the analysts are invited and chosen from a selective pool. One thing Scancell cannot control is when they are approached for a potential deal.

As has been said a thousand times "its all about the quality of the data".

The SCIB1 + Checkpoints data is remarkable. It needs ratifying with the extra patient numbers but to all intents and purposes it's a game changer for the CPI owners.

iSCIB+ added to CPI's producing the same percentage ( or better ) results, will be in mega deal territory.

Has Modi1 + Checkpoints produced any reportable data ? Now that would be interesting if Scancell has any meaningful results that are reportable.

I have no idea where we are with AvidiMab, GlyMabs or Covidity.

As you say Violindog, we don't want dilution at 15p, what we would prefer is a dam good deal that sees Scib and Modi reach data that cannot be ignored.

We've had to many false dawns so I'm not going to get over excited until LD says it's ok.

Chester.

Across the recent posts on this board I sense some caution, anticipation and tension.

The share price direction says that the very wary / anxious amongst us are fearful of a bad reception to the accounts with only modest information on the trials.

However, there are grounds for the accounts to be as expected, the Modi1 mono-therapy in Ovarian Cancer could be compelling enough to warrant a major effort from Scancell to partner a trial using Checkpoints. With the finer details of both trails being more than just positive.

If my assumption is right and its overall positive it means the main reason for the early reporting is so we can also make the most of the upcoming conferences.

There should be a word or two about ongoing discussions, potential deals and the percentage of happiness at GenMab. 😁

So the SP currently says 'doom and gloom' but there is equally the possibility of positivity flowing throught the whole report, combinating in the live presentation at 4.30pm on Thursday.

Is it a coin flip ? I don't think so as there has been to much effort put in to showcase the company on Thursday.

Chester.

We don't all have to be Sherlock Holmes level detectives to have a good idea why this year's Full Year Report is earlier that usual.

Scancell are to attend two very important conferences :

World Vaccine Congress - Barcelona 16th-19th October.

ESMO - Madrid 20th to 24th October.

By releasing the year end report before the conferences Scancell can include everything that is ready to be reported from both trials and potential discussions on AvidiMab / GlyMabs.

This can be included in their assessment of how the year 2023/24 is going and how it should pan out.

My assessment of their motivation is :

Release good News before the Conferences to allow full news flow and engagement.

If there was some bad News they would hold off the Year End Report until after the Conferences.

It has to be that way on pure logic.

Chester.

Ray,

Can I also add to your statement,

"Especially in patients presenting late stage complicated, bulky tumours"

It would be outstanding.

Chester.

The timing of this RNS bodes well for the release of further positive data at this months two conferences.

There must be alot of detail and forward looking information in the body of the year end documents. The Investor Meet is a dead give away.

Which ever way you'd like to look at todays announcement it can only be in a positive light.

Chester.

Ambulance Chasers. Overbought, going up going down. No interest in what the business is or what it does. No interest in the patient outcomes.

Absolutely not invested.

Just an overwhelming appetite to feed the 10% beast. That is what keeps them awake at night.

Chester.

Thanks Berm

The 30% I mentioned was referring to the percentage of Melanoma patients that SCIB1 can treat. My wording could gave been better.

You are quite correct about my misuse of the 90% but it was said by Lindy Durrant that we have a high probability that iSCIB+ will produce the same kind of improvements over CPI's alone.

She said its because it's virtually the same drug with addition of more epitopes ( targets ) and greater binding due to AvidiMab.

Next month we see LD presenting at a very important conference, have the full year results upto March 31st 2023 ( which will include information / updates about the Scope Trial and the ModiFY Trial ) and the date confirmed for the AGM.

Maybe a hint about the GenMab deal as well.

Chester.