Member Info for crumbs

What you think Cobra are brewing tea? We know the vaccine is undergoing manufacture...

I mean 30 :)

WTP the AGM recording pre sp surge 392 viewers couple of weeks after 422...... Think that says it all to me and I bet obi dobi ain't one of the 20!

If some short terms now want out.... be a grand opportunity to me:)... Won't be too long for me when the first patient is dosed by a UK next gen universal vax... and all on SKY tv... then not too long till it shows its potential and the stir that can cause especially as the virus varients keep troubling the lockdown release...
not to mention the rest of the pipeline that we pretty all invested for !

Yeah not sure why anyone took that 'presentation' as negative.... the potential here is absolutely massive and data is coming the pharma are on the scene and we have the money... Covidity news will come via RNS's we know it is progressing rapidly to the clinic I'd have liked Cliff to give a more definitive timeline but I guess there are still some certain milestones to reached.... hopefully not really miles away though :)

What a rubbish Q&A did any investor actually get a question answered lol....

Anyways was an alright presentation ... and we are exactly where we were before it

Well sounds like the pharmas that missed out on first-gen vaxs are showing an interest :)

.And like I've said before... SKY will likely cover first trial patients being dosed with a new variant resistant vaccine...And we know what happened with this first media storm with no meat to it... plus you never know what varients are appearing in the meantime!....

well we have the knowledge of how to play this one lol

Ahh yes so this from SKY:

'The Staffordshire-based company Cobra Biologics is already producing batches of the Nottingham vaccine to test production and prepare for the trials.'

And they say:

'The vaccine is due to start early-stage clinical trials later this spring, funded by Innovate UK.'

That says to me anytime late March-April

Prof Ball more recently:
'The project, which also involves the immunology company Scancell and researchers at Nottingham Trent University, has reached a stage where the manufacture of the new vaccine has begun.
Ball said it was hoped clinical trials of the vaccine could be launched very soon.

“The plasmid that forms the basis of the vaccine has already been used in other medical treatments and is tolerated well in patients,” he added. “So we are hopeful that we can press ahead with clinical trials relatively soon.”

Which fits in.....
Again I see no reason why Cliff cannot give a stronger timeline indication now...

I think it's tied to manufacture if I'm right what cobra were manufacturing during the SKY interview was not for use in trial but for testing that they can manufacture it to trial standard... or something like that! And so once that is done then however long it takes to make the actual trial vaccine and of course, there will be approval needed...so yeah I think weeks is about right and that was two weeks ago anyways this is one thing I expect Cliff to be clear about

Our initial wonderings of Redmiles '2 year plan' could well be playing out... the end being NASDAQ I reckon... obs depending on how the journey goes... so far so very good

Well they were not wrong here as sp at time was 11.5 p lol

'this leaves Scancellwell-resourced to deliver on stated development goals while also passing key milestones on its route toward a number of medium-term inflection points,any of which could potentially multiply its current valuation.

And this:

'Adding to this is the ability to apply the rapid application of its ImmunoBody® platform to the development of a second-generation COVID-19 vaccine, at a time when it is increasingly clear that first-generation products are neither likely to offer global panacea nor convenient application, it is possible to recognise the scale of the opportunity Redmile is seeking to capture.'

Could be of interest to your perusal :

'Strategy post-Redmile funding initiative
Redmile recognised the broad utility of Scancell’s technologies and development pipeline. It also appears to wish
to take advantage of an apparent ‘scientific arbitrage’ opportunity that seemingly has been created between the US
and Europe, in terms of recognising the different levels of scientific value allocated to innovative drug development
technologies/initiatives and the teams driving/supporting them in different geographical locations. Within this, it
recognised a major and continuing drag on successful development and its associated commercialisation due to
the lack of adequate and immediately funding, perhaps resulting from a relatively pedantic ‘drip-feed’ European
approach to extending/progressing necessarily costly clinical and/or tech-intensive projects. Having selected such
‘winners’, the contrasting ‘US approach’ adopted by Redmile instead, is to inject significant ‘transformational’ cash
funding (in either straight equity, CLNs or a mix of the two) that can be rapidly put to work in order to resource and
accelerate existing programmes, while also seeking to seize opportunities unique technologies might present and
in tandem broadening pipelines sufficiently to capture a larger proportion of the inherent value, rather than
externalise the assets too early through royalty or milestone-based sales to larger, better-resourced development
partnerships. '

https://mcusercontent.com/d9ebd7c1aa0f3dbc5fab42eca/files/b06a222d-09d8-48ee-b6e5-f7d3d9c03f77/Scancell_Holdings_plc_19_11_2020_FINAL_BGv3.pdf

Lindy was up to 8 of 24 modi1 TCRs with the BioNTech research collab... how much further any of the others showing signs of being viable?... so much we can learn and ask

Information beneficial if not to sp to us would be a more defined Covidity timeline that the Notts delivery has passed the Lindy test and that basically we are on for the trial pending approval and final manufacturing of the trial vaccine... don't see why we can't get that info myself considering it is nearly 2 weeks from SKY report of trial 'weeks away'..... Like Ray said plenty of other news to come... modi1 progress to trial... what now for SCIB2... will there be a MaB trial erc etc etc... I noticed in AGM vid lindy talked about now being able to take modi2 into the clinic too once it is ready (4 initial targets there too!)

'you can sell and still have a holding.' ....
https://www.turnerpope.com/
and there you are sat beside lochlasses back garden pond repeating that mantra... waiting for word from the Cliff
and so it is and it is ...

Even Cliff doesn't know what the presentation contains.. until he reads it :)

Yes I agree I think there it depends on pharma interest at moment... if there are a few then well one has to make its move it is as simple as that... they wait till ph1 then they all have to battle it out (depending on success of course lol) ... It's why to me chances are if an early deal comes i.e any time now they will do it on the entire ImmunoBody platform....
Anyways all we do know is most of the world is unvaccinated so there is still a huge need for any effective vaccines globally and I'm sure setting up later-stage trials in such in need countries would not be too difficult with the right support.

I think someone posted here yesterday that if Covidity showed safety and effectiveness in ph1 (I am confident on both) the entire kitchen sink would be thrown at it and I agree with that too... a potential UK solution to a nightmare situ of having to go back into full lockdown due to viral strains becoming vaccine-resistant...
We ought to get a clear idea of Covidity timelines Thurs evening IMHO

I'm primed :)