Member Info for chillpill1

Did Lindy say at the AGM it probably will come through in the New Year or am I getting it mixed up with something else?

I’m personally not getting that excited on Covidity. I think the Company have it ranked approx no 5 on their priority list.

Hi Roses,

Yes we are definitely expecting news prior to Christmas. Originally it was the safety data but with the highly encouraging news we are also expecting an update on cohort 2. Just as Trish has a scan on Wednesday, it doesn’t automatically mean we get news on Thursday. They might be waiting for other patients to have scans before releasing data.

A lot will depend on the Nomad. As a general rule, they prefer not to have more than one RNS update a month- obviously with so much going on at SCLP right now it may not be the case.

I’m sure information will be released in a measured way.

Early days but an exciting year ahead. A biotech analyst told me back in 2013 to keep an eye on SCLP as he thought they had game changing technology. It’s taken a while but it seems to be happening now….in a bit of a hurry!!

I’m not convinced there will be an update. The scan hopefully will show further shrinkage but I’m not sure it will mean a RNS.

If one of the Ovarian cancer patients gets a partial response then we would could get an update.

Merck will be keeping a close eye on the trials as has implications for their $20bn annual sales of Keytruda- both positive and negative- especially with the patent cliff in 5 years time.

I believe that Covidity is number 4 or 5 on SCLP’s list of priorities right now.

Not sure what all the fuss is about to be honest. They have decided to hold back selling inventory as they thought by delaying the sales they could get a higher price which they now have..better than just holding extra cash on the balance sheet.. They have an extra $2.1m of inventory which being at cost will have a very healthy profit margin on it when realised.
Anyway finncap increased price target by 10% on the back of the numbers and the fact that IO#9 is expected to be operational in 6 months and 10#10 in their words “hot on its heals”.
Looks like a lot of the traders from the Midas tip exited yesterday which is probably a good thing.

I was looking earlier. I first bought in at 14.14p on 18th September 5 years ago and my overall average was around 14.5p. I sold one-third on my holding between 155p and 188p as I thought many investors had unrealistic expectations on timings…which have taken much longer than I expected at the time…but perfectly normal with new technologies.
I too have been progressively buying back below 30p. I now have 80% of my target holding-just waiting for more commercial news.
Particularly excited by concrete. Certification of admix will be a major milestone.

Worth listening to what the FD said in the post results presentation. Strategic partnerships as they have already have with Hanwha Aerospace and Graphene Labs is probably the preferred way forward. Anyway plenty of cash for this year.

I don’t usually post of here but there seem some decent people on here. I believe Lanstead have around 1-1.5m shares left as under their model they consistently sell stock into the market over time. The main agreement ran out a month ago. The balance after that would have been around 1.5m shares which would be sold between now any July.
Interestingly the Lanstead rns was at odds with the share register (AV) that indicated that at the end of March they only had 2.5m shares left which would be in line with the way their model works.
The long and the short imo is Lanstead are almost done and the numbers they have left are more or less irrelevant now.