Member Info for chester18

The message is very clear. Newcrest are playing hardball and want the 5% at the lowest possible price. Deflate us private investors enough to get the share price as low possible and then make an offer for the whole of the Havieron licence.

Havieron's huge Gold and Copper mineralisation is a global size company maker and Newcrest want it all at a vastly under valued price. Shaun is also showing signs of frustration in the fact he cannot run his business the way he wants to because he is now getting jerked about.

What they know is what we can only guess at but the total potential size must be 20m Ounces and growing.

Chester.

Good or Bad Timing....?

Chester.

If the Shorts now see the very strong possibility of the 5% bringing in some £150m to £180m to the coffers of Greatland Gold, they may all close out pretty rapid. Lets hope so....

If so its......... 'TICK TOCK' - And Off

Chester.

Looks like one is a Sell, one a correction and the third the Sell at the correct price.

Chester

We still have an outside chance of a MODI1 RNS in the next week, maybe a 2nd patient on SCIB1 or Covidity back up and 1st jabbing 6 per week......

There is always the possibility......

Please look out for my book "Positive Thinking for an Overactive Imagination"
in a charity shop near you.

Chester.

Would be nice if it is the first to pop their cork.... and the rest to follow suit by Wednesday close of play.......

Chester.

I'm just as frustrated as any investor would be that has done their research on Scancell and the platforms under development. The current decline has multiple factors, the three trial delays caused by Omicron pre-Christmas, the UK government insinuating that the pandemic is past and Covid-19 is now to be classed the same as a common cold, the global financial markets beginning to aim towards a retrace and Mr Putin threatening our feelings of safety.

The fact is we have been delayed and none of it is the fault of the company.

Each trial will pick up the pace as the chosen clinics return to full capacity. In the full year 2022 we could still see complete phase 1 data from Covidity, partial data from MODI1 and data from the SCIB1 Combination trial.

These none company related delays have presented an opportunity to buy the shares at a reduced price. Imagine if the last Omicron wave had not happened and we had first dosed all 40 subjects in South Africa and dosed 4 patients with MODI1 and added 4 or 5 to SCIB1. The recent RNS on Covidity being 'Well Tolerated' would have seen the SP rise, where to, I don't know exactly but let's say 30p.

Plus, what if this gamble of saying the pandemic is over backfires and another more aggressive Covid-19 Variant of Concern begins to threaten our freedoms again just as the recent booster vaccines begin to wane in effectiveness, what then ?

The current SP does present an opportunity set against the potential for the Covidity Phase1 Data landing positive just as the world looks again for a working Universal Vaccine.

Patience is a Virtue and necessity.

Chester.

Hi C7

Sounds like you met and got to know a very caring person who helped you tremendously.
I'm sure she will be very sorely missed by many.
My condolences'.

Lets hope that Modi1 is up and running ASAP and that it is a fantastic success, so it can save many people in the future.

Chester.

Hey Bamps

Don't get dragged into his deliberate goading.

I for one still have my Hi-Vis jacket and safety helmet waiting for the decline to reach the top of the ore body and your next guided tour.

Havieron is a huge puzzle to all of us who don't have any mining background and your input is really helping us understand its size and complexity.

Just inhale him and stay put....

ATB

Chester.

Hi PhilBanks

I will miss the presentation on Friday which I would have liked to watch live. I'm unsure if there will be anything revealed that is a major surprise but a well articulated presentation of some hard facts would be a good staring place.

For instance :
A ) Will Fosun Pharma set forward to take on the RP trial / development and if not who have they spoken to.

B ) Will an Exosomes deal ( not just a signed extension to the current collaborations ) be done before the cash runs out.

C ) When will Fosun Pharma actually hit the next Milestone ( Start a Clinical Trail ).

I think it's time that the company opened up to their shareholders and allowed us some proper insight.

ATB

Chester.

Stem Cell Therapies are proving to be a greater challenge to perfect than anyone thought. Over the last 20 years there have been many steps forward but to accurately deliver the cells and have them achieve their intended function has proven very difficult to do.

CTX may still come good if Fosun can work out the wrinkles. RP looks to be a workable therapy but is going to take a few more years plus a large pile of cash. The BOD have taken a hard nosed view of their future prospects and now Reneuron's Exosomes have achieve one 'Proof of Concept' as a delivery platform there seems to have been only one decision they could take or return cap in hand for another £20m cash to see out a further two / three years. I just don't think the current large investors would be amenable.

So we are now priced £6 / 7m above cash in the bank and that cash can last a maximum of another 12 month. With 12 collaborations ongoing with Exosomes, one out of those 12 has to come good with cash up front deal in the next 9 months or so.

Considering what the Reneuron owned 'IP' and 'Patents' are worth to a large biotech 32p a share is probably well oversold.
Depends where you sit on the likely hood of Exosomes coming good, but in my considered view, 12 horses in a race where everyone that crosses the finishing line are a winner, I'll take them odds.

Added 13k shares yesterday so I'm in.

Chester.

What an unexpected pleasure to receive on a cold and blustery Monday morning.

So Covidity sails past first base, 'well tolerated with no safety issues' and although only 16 subjects for now it would be fair to say that they are seeing antibodies and possibly 'T' Cells against both Spike and Nucleocapsid, "we are encouraged by the emerging data supporting the use of our vaccines against new variants."

'Emerging Data' that's the comment that leads me to believe that Covidity is bang on track to match all the preclinical lab results. In other words we are heading towards a second generation Coronavirus Universal Vaccine. My concern that we could have experienced a human trial where early data fell below expectations is now consigned to the bin.

Happy Days, with Modi1 and Scib1 to come.....

Chester.

Thank you bobbust

I think that was the conclusion I came to but its good to have it said.

Chester.

Hi BOJO2020

How you have read it is exactly the way I did for the first two readings but it does say post period and an interim report can look forward as well as back. So it is pretty convincing that its 16 up to and including the 22nd January.

I was surprised as Prof. Durrant was looking so positive in that presentation.
We can only conclude that the difficulties in South Africa meant the clinic was unable to continue in the days post the AGM presentation.

We need to look at how things are in SA right now to gauge if things are back on track.

I am sure the company will let us all know in due course.

ATB

Chester.

I really think the initial drop was a kneejerk reaction to the delay in the Covidity recruitment and without doubt some 'sell on news' traders being caught out by that very unforeseen news. The SP seems to be resilient and is now not showing much of a dent.

Thinking about it, I'm not sure that Scancell can do a partial Safety / Immunogenicity read out on only 16 subjects. The data from those few will be there but to conform with the trial design, technically we may now have to wait until all 40 subjects are 1st dosed, plus 6 weeks for those treated at the end to produce immune responses.

In the great scheme of things it is no big thing.

However, we now await the headline act to take the stage, MODI1. Hopefully the NHS can begin to see a reduction in the commitment to Covid infections and allow staffing levels to return to Clinical Trial duties. If that is now happening our two cancer trials could only be a few weeks away from being up and running.
I personally cannot wait.

The Covidity phase 1 trial will be completed and the data announced we're just going to have to find a little more patience.

Just remember how frustrating this must be for all the Scancell staff who have spent an enormous amount of time and energy developing and setting up to manage three trials at the same time and then to have all three delayed.

As for us investors, our biggest concern is not being privy to the whole operation which leads to worry when deadlines pass and a penny off the share to even more frustration. When all we need is patience. Scancell's day will come and those holding the shares will be rewarded.

Chester.

Not sure if this has been discussed 'ad infinitum' but our BOD / CEO where very savvy when they move for and got the tenement between ScallyWag and Telfer. That could have been a move worthy of a Grand Master.

"Newcrest add that to your 5%"

Chester.

I am really amazed that we were told 16 volunteers were enrolled by Prof. Durant back at the end of November and then the next day the trial enrollment stopped.

Obviously Scancell cannot dictate to the clinic in South Africa, how they have had to deal with their Omicron infections is under their responsibility .

The very thing that Covidity may impact upon is stopping trial.

From what has been said the trial should be back up and running ASAP.
For those that keep on pointing the finger at Scancell for the delays it shows a complete lack of the facts, in fact it shows a misunderstanding of the difficulties of running such a trial in the middle of a pandemic.

I always thought the Covidity safety read out would be by the middle of February so the fact we still have 24 volunteers to enrol is just an unforeseen delay.

MODI1 First patient dosed will probably land mid February as well.

Chester.

Hi C11

I'm being very cautious with my expectation for tomorrow. I have been guilty in the past of being far to optimistic when it wasn't justified, which comes across as either, over zealous or evangelical.

If the science over the next 6 / 12 months matches up to our long held expectations Scancell will become a well know and influential name in Immuno oncology and vaccines. These next steps, as the clinical data begins to emerge, are most crucial if our vision for Scancell has the chance of becoming reality.

Tick Tock....

Chester.

Tomorrows' Interim report should be fairly positive with expectations of what the company wants to achieve over the next 6 months. Anything above the standard mix of past and future reporting, for instance, The Modi Trial has already started would be surprising.

I'm expecting projections on when the Modi1 and Scib1 clinic's will be ready to dose the already selected patients, maybe an update on AvidiMab progress and of course, a timeline for reporting on the Covidity Safety and Immunogenicity.

Not SP busting news but a solid positive update. The level of Covidity's 'T' Cell and Antibody responses, will for now, have the main impact on the share price.

Chester.

Thanks Wildforce

I was musing more about the appetite for shares in companies developing new Coronavirus vaccine as the very thing they are targeting pulls back from the main headlines of the day. Having read the book written by the Oxford Vaccine teams ( Vaxxers ) it is easy to see how everything is judged on the day of the releases and not about the work to that point or the future direction of travel of the Pandemic.

Only a week or two and we will begin to know how Covidity is working.

Chester.