Member Info for crumbs

Good to see your return Botski your many meeting recordings were always much appreciated

Lindy's plan is unfolding and that is not to sell the company cheap if at all (UK BioNTech)... or I think do any low deals on especially moditope she really really knows its value ... interesting to see Catherine Cook to be doing an upcoming moditope presentation bodes well seeing as it will already be producing trial data

https://www.scancell.co.uk/Data/Sites/1/media/docspres/scancell-2021-agm_all_final_corrected.pdf

Start at page 16... although I suggest read the lot to get to know just what a pipeline scancell has :)

It'll take a while to sink in but these shares are a bargain..... the biggest drag is fear factor one of those was scancell can't do commercial deals of the kind rivals can do... well that is now not the case... scancells tech is too novel for others to invest in now not the case deals will only be done on clinical data now not the case scancell will have continually dilute due to not being able to bring in money from deals.... now not the case

The plan was always to do deals on the MaBs so that money can be spent on as you say potential golden egg laying goose that is moditope with huge ImmunoBody and AvidiMab potentials too....

This 'first' deal is a game changer but has been the stated plan since the MaBs came inhouse....

I'd say our value should now be over £200 million and if more MaB deals come in multiples of that but we are due data soon that could be explosive... and AvidiMab is also ripe for licensing too..... GenMab has commercial MaBs worth $billions in revenue imagine AvidiMab being used on those in the future and others ....

Anyways for us the suffering LTH today is a relief and a reward for our faith as I think at least this underpins the sp and will add stability.... bring on the next RNSs... would not want to be out of this!

The collaborations seemed to come fast one after another so let us hope the same with the deals, GenMab must have liked what they saw in the labs so you would think the others have as well

4 more MaBs all being looked at by other biotech/pharma ..... why let them know what the upfront is... we got deals to do and need to go for the best possible upfronts... they can now see what GenMab values one MaB at ...and that's a decent figure!

'Trinity Delta view: The deal with Genmab for a GlyMab antibody brings a well-regarded, highly experienced antibody expert as a partner. Importantly it is a strong external endorsement of Scancell’s in-house antibody capabilities. The total deal terms of up to $624m in potential milestones, plus royalties, could be material for Scancell if one or more products are developed and commercialised; Genmab has a proven track record of successful clinical development. The deal also reduces the development risks for Scancell and should enable rapid progression towards clinical trials, which Genmab can fully fund to maximise the commercial opportunities. Scancell management can now focus internal resources on advancing other GlyMab programmes, plus the vaccine platforms, Moditope and Immunobody, and on the AvidiMab antibody technology.'

But but Haribos does knows! :)
Indeed though what I always say on such days newbies it will pay for you to do 10 mins research as getting 10% is great but you may realize a core holding in scancell could pay mega rewards....

Today is one deal on one MaB .... it is but one small part of the pipeline

Wait for the punch-up! take my scancell shares outta your dirty mouth!

One was US-based I believe... I'm sure today's news will open a few interested eyes the MAB space is a hot one.... and now we are in through a door it bodes well for AvidMab too if that is proving itself in Covidity ...so far it is proving safe

It could be a tenner up front but it is unlikely :) ... $3 million ok.. still not bad for such a novel MaB and I bet this is a lot more than what CH was going to announce to us back when he had a deal on the go and Lindy put it on ice

Well, it should at least stop the usual scancell sp drift down for oooh a few days lol ....
20p cracked by end of the week.( day would be nicer lol)... maybeee media would be great especially hearing from Lindy

As I said we don't know the value my point was they seem to have offered a generous potential milestones amount for this MaB and looking at deals they do their upfronts are decent too... no that does not mean we are getting $54 million upfront that is an example of a different done deal of there's from 2018....
What I think... probably $10 million or more... what we do know are the figures in the RNS and I'm v happy with those considering it is one MAB and knowing of the AvidMab angle too... great to be working with GenMab lets hope it'll be a productive venture they will have done due diligence and pre clinical already... others will take note

Well, we don't know but the RNS figures look good and GenMab does seem to pay decent upfronts on announced ones Immatics got $54 million upfront off them back in 2018... so

And this is just one product from the pipeline of 4 platforms and multiple products lol.... data RNS's coming sometime soon too... fact AvidMab is in trial has to be good for MaB potential too

They have some impressive commercialized MaB sales figures... If they get to using AvidiMab and liking it ... kaboooom!

Berm yeah but obs would be v nice for us to know it lol.... notice GenMab did a recent deal with Oxford BioTheraputics also not revealing the upfront payment value...
If nothing else this show scancell can indeed cut deals with significant players :)

And that's per MAB plus some royalties on commercialization .... so potential for the MABs to make scancell $billions

Although figures are attached and nice figures.... be light on details ... no upfront figures.... and AvidiMab licensing? possibly separate... still an RNS we have been waiting forever for and GenMab is a proper decent outfit :)

Yay to Today! :))) felt it was coming and this is pre-all our coming data RNSs....

1. General overview
Malawi, a land-linked country in Southern Africa, has enjoyed long years of peace and political stability coupled with a vibrant democratic political system. Recently, the country ushered in a new Government following elections in June 2020. Under the new administration, the country has continued major economic reforms to spur increased investment and trade. Priority investment areas include energy (especially green energy), mining (including rare earths), agriculture/agro processing and tourism. Currently, agribusiness continues to be the largest sector with tobacco, tea and sugar being principal exports, but other fast growing sectors include energy, services and mining. Malawi continues to host over 50 FDI companies with some major ones from the UK mainly operating in manufacturing, agriculture (including agro-processing) and mining.