Member Info for crumbs

Obviously I welcome that they are now thinking BiONtech may be seeing something of value :) that TCR collab with them is coming to an end probably within the next 3 months...

Yeah... Maybe Evans is ready to accept 22p.. for all kinds of his own personal reasons... but I'm not.... And I haven't heard from BioNTech yet making me an offer lol

Funny thing is the same people tell us no data no deals now all of sudden say no data but we are being bought out for 22p lol

The potential of moditope is an mcap that would dwarf BiONtechs current one.... yeah think our BOD know that too Lindy certainly knows the value of her baby

Well... It's getting a bit close to trial now...I'd have thought if a deal were offered and 'maybe' crucially Lindy approved of it we would know by now...Genentech like to move in on techs they are interested in very early in their developments modi1 is now pretty much a trial-ready product .... impossible to know for sure what will happen but to my mind Vulpes are willing to fund modi1 trial.... yes there may well be fatigue amongst the others...Calculus OXT etc... we don't know... Evans admits he is just musing .... not sure why he feels scancell at this time of all others is 'vulnerable' though?,,,, it might well be he is tired.... Respect to the guy and he has got a rather large holding here himself.... Not long till we get some progress news though me thinks

No way it will happen with modi1 about to go into trial and Vulpes backing.... moditope is Lindys baby she is not sharing it with Sahin she is just let him get a look in....you only have to hear here talk about it to know :)

Not sure if been posted before... But anyways if you fancy it one day left to apply

https://www.fish4.co.uk/job/9094650/research-technician/

Otherwise known as profit-taking ... least I hope they are getting a profit as there are lots of legs for this share in the coming year.... 3 platforms worth of possibilities in multiple cancer targets many with few treatment options.... modi1 trial a potential gamer changer whos results if positive would catapult the mcap here beyond £millions into £billions.... Its potency would be known rather fast on a therapeutic dose too... So here is to 2020 a year when we hope many patients benefit from scancell products ...SCIB1,SCIB2 and modi1 ..... TCR news Avidimab glycans news and who knows what else all with solid Vulpes backing.

To see this little re-rate and long may it continue as we enter the year moditope goes clinical.... But we are a long way off BioNtechs NASDAQ valuation which is now a whopping $7.9 billion!!!.... just shows the absolutely massive potential though ...Come on 2020 we deserve a year that final turns the sp ship round

Competitive pressure is now very much on! :)... It is a shame we do not get the names though

Adding that this second coming on the Mabs puts a little pressure on the first to do a deal sooner not later if they are seeing results in their testing program, something Cliff told me in an email ...' Avidimab: The timing depends on the success of the collaboration. 12 months was an estimate to complete an agreed work plan, however, results may be forthcoming sooner and competitive pressure could also have a bearing.'....

Also a sign of confidence and quite heartening for us it was not done in a market raising... yet lol... They no doubt know who the interested patries in Avidi and glycans are and who else is sniffing they will I think also have a better idea of how the TCR program is advancing and who else is 'talking' to scancell.... We were all surprised at just who wanted to be a part of project blueprint under Lindy... let us just hope the next surprise will be the one we have all been waiting soooo long for... obviously it won't be coming short term as Vulpes buying could be considered acting on insider info but the blocks may well be sliding into place and they more than us can see it coming.

Surely Vulpes know more than we do seeing as they have board presence in Martin and now close associate Ursula ... Exactly what more they know is open to debate but we now know they wanted more shares that is a fact that someone else wanted to offload theirs to them at what we can consider a low price is a fact too so was a good transaction for all.....Vulpes have been the highlight of the year here for despite the further IP science progress the sp would be in a much more dire place if it were not for the coming in of the Diggles... hopefully there will be soon more positive newsflow as we enter 2020 the year moditope goes into its first trial! We hope lol and SCIB2 and SCIB1 combo doses a patient... and BioNtech do a cash deal and Avidimab glycans get licensed out....

https://www.bloomberg.com/news/articles/2019-12-18/spurned-in-britain-woodford-heads-to-china-for-his-next-act?utm_medium=social&utm_source=twitter&utm_content=nextchina&utm_campaign=socialflow-organic

The Vulpes that bought those extra shares is a Vulpes that has been on the inside and will have even more insight into scancell than the Vulpes that bought in pre-Martin joining the board... very encouraging I'd say and means to my mind if there is to be a market raising in the new year to fund the modi1 trial they will be happy to add more.... though could also mean they know how well the programs are going and how much interest there is in them..... possibly especially BioNTech TCR...anyways a good way to go into the new 'even more pivotal than the last 10 most pivotal years year' :)

So....
' developers of cancer immunotherapies that have yet to reach the market, ranked by total capital raised through a combination of private financing and, where applicable, collaboration revenue and net proceeds from initial public offerings (IPOs)'

'The top 10 startups listed this year have raised a collective $5.596 billion—a sure sign that investors continue to be dazzled by the prospect of rapid, short-term cancer immunotherapy growth.'

' $84 billion cancer immunotherapy market as calculated last year by Reports and Data, which projects that market to more than triple by 2026, to $242.86 billion.'

$242.86 billion realistically prospective market.... yet what is scancells mcap?.... a company with techs that -in theory- could eclipse the limited effectiveness CI likes of keytruda.... yet there is obviously huge market interest here as proven by amounts your BioNTechs etc companies with no commercial therapies can raise and attract seemingly with not much trouble at all.... scancell what? a £3.8 million dilutive 5p a share raising from Vulpes ... something is wrong and hopefully, Vulpes themselves can now correct that

Tops Gen's top 10 Immuno onco 2019 start ups list:

'GEN’s list of the Top 10 Immuno-Oncology Startups, which includes developers of cancer immunotherapies that have yet to reach the market, ranked by total capital raised through a combination of private financing and, where applicable, collaboration revenue and net proceeds from initial public offerings (IPOs). Companies are listed by name, headquarters city, web address, and total capital raised, followed by a brief description of how the capital was raised and a summary of recent news.

The top 10 startups listed this year have raised a collective $5.596 billion, 18.5% above the $4.722 billion garnered by the mostly same 10 companies ranked in last year’s GEN A-List—a sure sign that investors continue to be dazzled by the prospect of rapid, short-term cancer immunotherapy growth.'

Worth a read : https://www.genengnews.com/a-lists/top-10-immuno-oncology-startups-of-2019/

Also from that article a stunning snippet:
'Keytruda thus accounted for nearly 10% of the total $84 billion cancer immunotherapy market as calculated last year by Reports and Data, which projects that market to more than triple by 2026, to $242.86 billion. That’s the highest of three recent estimates for the cancer immunotherapy market in 2026. At the low end, Kenneth Research projected $86.679 billion, while Grand View Research has forecasted $126.9 billion.'

Scancell of course top the list of most overlooked potential Immuno onco game-changers ever for yet another year :)

Does seem that was mine with an extra £23 worth that wasn't mine that Halifax must have put somewhere else ...

There will be one today but not sure that is it unless some got added on to it :)

Yeah, just another angle really and scancell at this stage need as many of those as possible ....anyways '1' RNS tomorrow of course :)

Yeah... Maybe it gives Avidimab an in too? as not only a MaB booster but patent protector? I dunno all above me but seems any tiny thing can be used to put off generic manufacturers moving in... when you consider the value of Humira to Abbie ... and as we know the absolute fortune that is Keytruda to Merck etc....