Member Info for chester18

Looking at the clinicaltrials.gov webpage for Covidity the last update was 2nd June 2022 and the Trial Status is recorded today as 'Recruiting'.

Until that Status changes we are still months away from a full readout. We will hopefully find out exactly where we are with the Covidity project in the Final Year End accounts due in late October and the AGM, usually in November.

I must point out that Scancell are not in charge of the recruiting of volunteers that is the duty of the clinical trial team in South Africa and they are in the best position to vet the trial suitability of those coming forward as trial candidates.

Chester.

Again its an updated vaccine targeting known recent mutations. The issue with these "2nd Generation" vaccines is they are reactive and not as I can tell proactive. The term 2nd Generation should be changed to 1st Generation Tweeked.

If Scancells universal approach works in a high enough percentage of people it will be well ahead of these Plug and Replay vaccines.

This does show however that there are partners out there for viable 2nd Gen Vaccines so for Universal Vaccine there may be many suitors.

Chester.

One thing that is true, there is no appetite for non-money making company's in the current financial market. Angle will come good but its going to take an announcement that deals 'have been done, not may be done' to get the SP moving.

If AN is to be believed his institutional backers have committed to staying the course not selling out on the first blip. More Deals for Phase1 Pharma Trials, Lab Accreditations leading to contracts and then a tie up with someone like Abbotts is on the cards over the next 6 to 12 months.

Chester.

Success with the Covidity Vaccine will see huge interest in our Immunobody platform. If a large pharma company buys the the whole platform it will be exactly because they can go after diseases like Ebola.

Proof Durrant has already said that the whole Immunobody platform could be sold, obviously at the right price but that does hinge on excellent trial results.

Chester.

Link to a PDF document on GlyMab, mentioning the company's fourth research collaboration. March 2022. Well worth a read especially if the new data in the Posters help convert collaborations into deals.....

https://scancell.co.uk/Data/Sites/1/media/publications/rns/scancell-update-on-anti-glycan-antibodies-final-17.03.22.pdf

Link to a Proactive Investor news report of Scancell first collaboration / deal back in September 2019.

https://www.proactiveinvestors.co.uk/companies/news/902000/scancell-hails-first-antibody-collaboration-deal-902000.html

Nice one Ray, very precise timing of a double answer to Iofas.

Chester.

Hi Iofas

The RNS did elude that the 'Posters' would include new data. I have not seen that yet, so I'm hoping tomorrow we will find out what that new data is.

My point was the fact that the SP declined on Friday was nothing to do with the reception of the RNS and everything to do with a market reaction to the governments new fiscal policy or lack of it.

I am hoping that as Scancell begin releasing the trial data over the next 3 months, that the market is in a better place to recognise the future commercial potential locked up in our various platforms.

Not sure we will wake tomorrow to some mega news, I'll take good positive data in the GlyMabs 'Posters' though.

Chester.

Iofas

You cannot distinguish the market being 'Uninspired' by todays Scancell news from the fallout of a government who has just massively gambled with our future finances. I see what you are trying to push as a reason but that is to simplistic and only looking at one possible genesis of the reason for those sells.

Chester.

Just looking back to last Friday we have seen the following trades, all of which stand out as buys when comparing the surrounding smaller trades :

Fri 16th : 250k @ 12.625p

Tues 20th : 152k @ 13.25p

Wed 21st : 350k @ 13.50p
100k @ 14.34p
100k @ 14.00p
122k @ 14.00p
400k @ 13.60p
--------------------
Total 1,474,000

And Today so far we have these round figure Sells :

Fri 23rd : 30k @ 13.00p
30k @ 13.00p
45k @ 13.03p
25k @ 13.04p
25k @ 13.00p }
20k @ 13.00p } 415k total
20k @ 13.00p }
20k @ 13.00p
100k @ 13.00p
50k @ 12.87p
50k @ 12.825p

To my mind the enthusiasm to Buy is still way ahead of the caution to Sell.

Chester.

Amended forward insight to what may trigger some news.

Sept 26th : EuroMAbNet Poster - Release of New Data ?
Sept 29th : Covidity will reach 6 months since the last RNS ( 29th March )

Oct 5th : Covidity reaches 12 months since FPD.
Oct 16th : ModiFY Trail Cohort 2 reaches 2 months - Possible RNS on Early DATA
End Oct : Usually the Final Results announced and AGM Date

Nov 19th : Scib1 + Ci reaches 12 months since FPD.
Mid / Late Nov : AGM

Reports due between now and year end :

Covidity. - Early Data, both 1st and 2nd Cohorts Full 6 month trial readout.
ModiFY. - RNS on early results of Cohort 2, leading to :
ModiFY. - Expansion of trial and multiple clinical centres opened.

Scib1 + Ci. - Early Data promised in 2022.
ModiFY. - Early Data promised in 2022.

Possibilities of deals for AvidiMab, Glycan Mabs or the Covid Vaccine.

It's getting very very tasty....

Chester.

Just some musings while we await clinical trial details from Scancell.

Cohort 2 announced First Patient Dosed on the 16th August and I am presuming this cohort is also 3 patients. The first patient is always observed for a good while before they consider Pharma Jetting the 2nd patient.

I'm going to guess at a minimum of 21 days ( 6th Sept ) then the 2nd Patient Dosed and the 3rd Patient dosed 10days later ( 16th Sept ). So by now all three patients could be dosed and by the end of September the most critical observation period could very well be achieved. That would fit nicely into the two month total duration of Cohort 1 + Observation + Detailed Report and then Approval given for Cohort 2 to begin.

So roughly 3 and a bit weeks to wait if its all gone smoothly.

My prediction some 2 / 3 months back was mid October for the first main RNS for the ModiFY Trial and now I'm even more convinced that we will hear that trial news before the Finals or the AGM are announced.

Fingers, Toes and Eyes Crossed.

Chester.

So no leak then, just chartists buying as we move past the Golden Cross ??

I eluded to the fact that knowledge of success in the ModiFY trial will leak before we the shareholders find out. There have been several very large buys over the last two weeks.

On the 8th September you could buy at around 11p right now its 14p with no official news. Seems leaky to me but I know nothing.

Chester.

Droverman

Chester is a fine city. I have visited many times. Fantastic history.

All the very best

Chester.

I've posted this list before but it just gives some forward insight to what may trigger some news.

Sept 29th : Covidity will reach 6 months since the last RNS ( 29th March )

Oct 5th : Covidity reaches 12 months since FPD.

End Oct : Usually the Final Results announced

Nov 19th : Scib1 + Ci reaches 12 months since FPD.

Mid / Late Nov : AGM

Reports due between now and year end :

Covidity. - Early Data, both 1st and 2nd Cohorts Full 6 month trial readout.

ModiFY. - RNS on early results of Cohort 2, leading to :
ModiFY. - Expansion of trial and multiple clinical centres opened.

Scib1 + Ci. - Early Data promised in 2022.
ModiFY. - Early Data promised in 2022.

Not to mention the possibilities of deals for AvidiMab, Glycan Mabs or the Covid Vaccine.

Many, many 'Shots on Goal'.

Chester.

What SD has talked about is using the gift that is Havieron to create a mining platform. The quality of the greater 'Greatland Gold' family is testament to his 5 to 10 year vision. Use NorthStar as a template when you consider where we are probably heading longer term.

I think the people holding the short positions are either in so deep they are digging a bigger hole for themselves or they have / hope there is one more bump in the road before the Decline reaches the gold layers or Telfer receive the first deliveries of Havieron ore.

It will be interesting to see exactly what transpires between now and the end of December.

Chester.

Hi Panama

It is so easy for some to decry the huge steps Greatland have taken these last 18 months. The transition from junior explorer to miner is exactly that, huge.
Our journey can only be fully valued once Telfer are producing our gold. At that point with potential monthly cash revenues and whatever other growth, deals or mergers Shawn has fashioned with his elite team we will have the hindsight to see just how savvy or CEO really is.

Chester.

All the finance experts and big movers in Australian mining know the huge potential wealth currently 400mtrs underground at Havieron.

260,000 mtrs of drill cores and still no clue where the edges of the gold bearing minerals are, that suggests a ridiculous amount of gold and cooper. Every trick ever thought up will be tried to dislodge us private investors. The Good thing is that as the mine comes together that value will begin to reflect in the SP.

It has been a disturbing last 12 months the way the SP has declined but this next 12 months should see greater and greater positivity to sentiment and the SP.

Chester.

Without a strong / experienced leader we could have been played by Newcrest and very easily handed over the 5% for say £20m. That would have been a disaster for the share price and any chance of being a strong partner in the Havieron mine.

Where we are now is most preferable to that potential horror story.

Chester.

Hi C7

Big day tomorrow psychologically speaking. Cohort 2 one month since being given the full ModiTope dose. We have not heard of any adverse effects so if its doing its thing we know so far that it is safe enough.

I would imagine that the same protocols are being followed, 3 patients with a staggered dosing regime. So we will enter the final 4 weeks 'hopefully' after tomorrow.

We've waited a long time to reach this point and the actual knowing how good it works is getting very very close.

All the best for a swift flight to 50p +

Chester.