Member Info for chester18

The one time a company can legitimately hold back 'Material News' is when said company are in talks regarding deals, mergers or takeovers. Playing exactly to the rules may not fit with a companies position or timings, so a drawn out data review is probably a well used foil.

Chester.

I personally don't think Bobbust has ever given us reason to think they are a rumour monger. I mentioned a few weeks ago that if the trial was to go as well as it could based on the lab results, it would be wrong not to RNS the fact.

It would not be unreasonable for the excitement of such a successful outcome to leak out into the ears of relations and friends. In my opinion the volume of trades would have to significantly rise to confer such a leak of information.

Chester.

Hi Kashdog

The way that Covid has become last weeks news means that any new entrant to the Vaccine arena is going to be set a very high bar in terms of what that Vaccine can achieve over and above the current approved.

I have said a few times that our current SP at 12p doesn't contain any component value of our Covidity Trial potential.

So your concern is probably felt by many.

Chester.

The whole stock market is skittish at the moment. There is no economic good news to be found so many worried punters are taking their money out of riskier investments and many will be holding cash. That process is why we find our SP so low.

The researched and the brave are looking for potential bargains, it doesn't matter what sector a company operates in its the same conditions.

The truth is that if we begin to receive positive RNS'es from Scancell that fear will dissapear and greed will take its place. I would not mind a big dose of FOMO pushing up our SP.

At this moment in time Scancell have not had any issues with the three trials all proceeding very nicely.

Chester.

Fortunately we are not on totally unknown ground. We know that SCIB1 worked well, albeit in a small number of patients but that trial underpins the science and gives credibility to Scancells understanding of our immune system.

We are all hoping that the few ModiFY Trial patients in Cohort 2 are already beginning to witness the successful application of ModiTope.

Usually when investing in a company there is one particular piece of news that will mean success or failure, with Scancell we currently have Covidity, SCIB1 +Ci and ModiFy Trials, plus the potential for value deals on AvidiMab and GlyMabs.

Trial Data is the key and until then our investment is all about understanding the possibility of the science dream becoming a commercial reality.

I hope very shortly we can all be rewarded with positive trial RNS'es.

Chester.

With a very modest MCap of £91m set against the huge market that we would compete in, a rise to £240m or higher would happen very quickly.

I said that currently at 11p, I don't think there is any component part for Covidity or SCIB1. I should add that there is also nothing baked in for AvidiMab, GlyMabs , TCR 'T' Cell's for BionTech or TCB Antibodies.

That is an enormous potential to the upside risk. Success in one product will then add perceived value to each and all the rest of our platforms.

Some may say "it's all pie in the sky" but the amount of IP, the Published Papers, the Patent Land Grab, the range of the Platforms and the very high quality of the Staff and the Directors, mean that there is gravity to Scancell and its not just hot air plus marketing.

Chester.

Morning Dracula1

Keytruda is a fantastic development in the fight against multiple cancer types.
Although the market for this and other checkpoint inhibitors is growing each year it still only works in a percentage of patients and it does have off target side effects. From an oncologist standpoint Ci's can be the only tool left to save very poorly patients even given the less than 50/50 of it working for some people.

Moditope and Immunobody, if successful, hopefully offer a greater percentage of positive outcomes and especially if they increase that percentage in combination with Ci's. This with much lower side effects in a monotherapy and a higher percentage of success in combinations without any dramatic increase in side effects.

Therefore a successful outcome in our trials should actually create many combination trials with Keytruda and the rest of the checkpoints.

Chester.

We can be sure that any positive news on one of our three trials will bring new investors. Right now we sit in a void as far as news is concerned and unless you are fully researched and have confidence in Scancells science the fear is that any trial mishap could destroy the SP.

As Ray has said the whole stock market is like Meerkat City, everyone is on watch and wait. The rise to 27p was mainly due to the Covid Trial so our 'hold and wait price' for ModiFY is probably around the 14p placing price.

Like many who have followed Scancell for many years I've accumulated a good holding and if we begin receiving news about positive data from all three trials I could end up with a very good pension so why buy even more when I'm very happy with what I have.

Also it is no longer, ifs and maybes in a year or two's time, we are going to find out very very soon....... I don't think the current share price has any component value for SCIB1 or Covidity.

Chester.

The fact that it could be working and destroying cancer cells in hard to treat solid cancers at this very moment, with, may I add, very little side effects, so far, is very exciting.

Obviously there are no stonewall guarantees that it is working to any degree but so far so good with the safety and toxicology.

Fingers, Toes and Eyes crossed just in case.

Chester.

Hi KonarA

I would imagine that all shareholders who have researched ModiTope and realise what a gamechanger it could be are with you on the significance of 14 days passing. Our great hope is that the same strength of immune response is seen in human patients as was seen in the laboratory mouse models.

Over the past years we have discussed and mused about what would happen if Scancell saw those amazing results in our First Human Trials of ModiTope.
The day after such an announcement will forever change how Scancell is regarded by the market and our up to now 'insular board' will be awash with new and enthusiastic followers.

Can't wait.......

Chester.

Morning RuckRover

We don't even know which trial this new position relates to, it could be SCIB1 + Ci.

Also, the timing is ok even if its Moditope because it means that the other 17 Trial Centres are going to be given the go ahead to start recruiting in the very near future.

From our experience of the first three enrolled patients there is a couple of months lead up to the first doses being administered. Using where we are currently with the trials and projecting forward to when this person will be needed, you could easily say its no sooner than December or even January.

What it does imply is that the trial evidence so far means it is now necessary to fill that important role as the trial begins to expand.

It is a very positive piece of PI spotted news.

Chester.

Excellent debate which helps all of us understand where we may be on the journey towards Covidity Data.

It read like an episode from Elementary and the discussions of Holmes and Watson.......... between the two of you, you'll break the case.... lol

My new pessimistic persona opts for late September completion for Cohort 1 and an RNS from Scancell around the middle of October.

Happy if I'm correct and even more happy if its earlier........

Chester.

When the nurse you met is actually getting involved with the ModiFY Trial your Omens will have already come partly true.

It will mean the additional 17 trial clinics have been given the green light to begin recruitment and we will be aware that the initial results have all been positive.

Chester.

The one thing that is causing all the questions and creating these niggling doubts is why Newcrest have been playing down the potential of Havieron and why did they not take the 5%. SD offered them £84m to acquire an extra 5% and they turned that down. Unless he's an outstanding actor SD did come across as being very surprised at the rejection of both.

The simple answer is usually the right one and that simple answer is that SB has too much going on with their main mining platforms, shareholders demanding dividends in line with their main competitors and some declining financials in the recent full year report.

It may just be that SB did have a cunning plan up his sleeve but has had his wings clipped, nothing sinister and nothing anymore complicated than simple business economics.

Chester.

Paulb20

At the time that our share price was 25p which Institutional Investors were happy to invest £25m or so in Greatland Gold ?

I think it would have been very difficult 'at that time' and 'at that price' for any Institutions to reach their own lending criteria because they need far more certainty or risk to value ratio.

Even now without the DFS, the Licence to Mine and Newcrest playing hardball no Institution would have bought in at 25p, 18p or even 12p. The risk has to be justified before they throw money at a project.

SD has done what had to be done as quickly as possible.

Chester.

Each time I've carefully thought through our potential timelines I've been hopelessly wrong. To keep me sane I'm now going long and choosing very pessimistic outcomes.

This has come about because my son told me that "a pessimist is either Right or Pleasantly Surprised".

I think that's definitely the best way to proceed when contemplating what and when the next news is on our three trials.

Therefore my current bid is mid-October for some dramatic, earth shattering, company making news. As you can tell I'm still uber positive.

Chester.

Hi Cleanerworld

Looks to me like an initial error and the 11.75p buy should have been a 11.35p sell.

Corrected straight away.

Chester.

It looks like Newcrest did not decline the 5% for any other motive but to deprive GGP of the £60m.

Havieron is going to be a huge gold and copper mine, working for 30 years plus.
We need to pay our 30% part of that mine and we needed the finance sorted quickly, not exactly the best negotiating position solely due to Newcrest's tactics.

The mine will not build itself so SD had very little wriggle room once that £60m was not arriving in our bank account. I get the feeling that SB is still stinging from our improved MRE and is now trying to teach his Joint Venture Junior a lesson.

My money is on SD getting us all the way to the first pouring of Havieron Gold and beyond.

Chester.

We Win if we go Mining....

This is what SD has to do to ensure we pay our way until the true value of our 30% starts to come out of the Telfer Mill.
Again we see the subtleties of Newcrest's decision not to buy the 5%. SD has done the first correct thing and that is to secure funding with a promise for more. The High Street Banks will need to see that funding in place to begin the Debt Finance agreements.

Chester.

LD does not need to RNS that info as she has INAN released it......sorted.

Chester.