Member Info for Dalester

I logged in this morning at dot on 8.00 the Bid/ Ask flickered and briefly showed 10.50 on the bid , almost as if it was pre-determined. And now here we are! Was it some sort of early tip off for someone? Does the site have premonitions? The price didnt go to 10.50 on the Bid for another nearly 3 hours.

We are not being helped by the lack of a red dot.
I agree that the science is great but like the everlasting lightbulb it needs to get to market and make some money. They cant expect to keep issuing more and more shares to keep the science running , at some point one of the chicks needs to leave the nest and bring home some bacon. I have my fingers crossed that this is the start of the news flow that seems inevitable,
but there is the nagging doubt in a corner of my mind that I will be disappointed. Too many false dawns but I still hang on in the belief that the sun has to shine eventually. I probably need my head examined. This year Rodney, this year.

I think perhaps we should concentrate on what we do know rather than worrying about things we dont know.
We have been told they are expecting faster take up in SA , we know the Scib trial is under way and that the Modi trial is in the works. We know the world needs Covidity or something similar but what else kills covid AND ramps up T cell response? There are some general timelines that we know about but its the uncertainty of no firm dates that is creating some of the SP problems at the moment along with a great deal of market uncertainty.
Then the guessing starts, Why didnt Diggle dabble? How many are now in the SA trial? What's happening with modi? ... go back pre- Redmile and ask youselves if the current situation would seem such a terrible place to be back then ?
My view is that there is an expectation that all this development work must result in deals at some point , am prepared to be patient. When deal news breaks as I believe it will, the tension here will be long forgotten , till then ..zzzzzz

Did we ever get to the bottom of the mystery 40m buy/ sell? And might it be connected to the current share price fall?

I wonder if Van Tam might be involved in this proposal? Surely he would be able to put Lindy's ideas about vaccines into the conversations given his work for the Government lately?

So 17371 people died " from " covid, the rest died from covid plus other health problems. We spent half a Trillion Pounds, over 3 years of NHS budgets on a host of maily futile measures. The £ 4.5Bn that may have been defrauded is less the 1%, a drop in an ocean of wasted money. The average age of people who died was 82.5 and those 17,371 " from covid" deaths cost about £29 million each! Male life expectancy fell by 7 weeks. Female life expectance rose by 3 days!

Sorry Ray, I just saw your post, my last one was hung on my tablet and I posted hours later.it without reading down the page.

Have I imagined this i seem to recall discussion years ago with Karolinska about Rheumatoid Arthritis treatments by suppressing the immune response ? Scib or modi? I dont recall.

Well said Chester, i have been running this scenario in my head for a few days now and have concluded that Covidity , if it works against existing coronaviruses and future varients,will still be needed. There are still billions who need to be jabbed and perhaps as important millions more who will want to be jabbed especially if there is a lengthy period between initial jab and the requirement for a further top up. No one wants to ever go back into more years like the last two, so the opportunity to put a permanent end to Coronaviruses will be too good to refuse for individuals and governments. If this vaccine also validates Scancells approach and ability to develop hard-to-create solutions to difficult problems, so much the better for shareholders.

“brings the long-term utility of spike-only based vaccines into question”
https://mobile.twitter.com/andrewbostom/status/1480610976470810632

Good thinking Ray, I have been saying for what feels like years, that the secret to successful licencing is slicing and dicing as many ways as possible, by product group, target market, territory, term etc. The kiss of death is to grant a single world-wide exclusive licence as then you end up on the receiving end of the speed and financial decisions of a single entity who may decide to put your products down the queue for marketing spend, extra clinical trials etc. in preference to others and there isn't a lot you can do about it. Stay in control, don't put all the eggs in a single basket....

Equally, how much is it worth to a Government to have a long lasting and completer solution to the problem irrespective of what others choose to do, Simply to get the country running normally is worth £50Bn if Track and Trace had £30+Bn thrown at it.

https://amp.9news.com.au/article/8ac88fae-517f-41ad-ba77-5433429dbd54

I hope they can put together a really savvy deal based on initial up front payments and ongoing royalties with targets and underperformance payments to stop someone buying in and then leaving it on a shelf to protect an inferior product. Slice and dice the products into separate deals maybe even with more than one company would be my preferred method of protecting future royalties which will fund further developments and hopefully some dividends in the future. Its vital to get a deal like this right as so much else depends on it.

Sounds like Lindy climbed into the drivers seat and stamped on the accelerator. This might start to get interesting sooner than we think!

"Boosters every 3 to 6 months seem to be required for first generation vaccines again for 7 billion people which is very expensive and logistically impossible."
7 billion seconds is 220 years I doubt they can make a dose every second much less ship it and inject it. The idea that there should be world-wide boosters every 6 months is laughable. Jabbing the 70m population of the UK at 1 per second, day in day out would take over 2 years

I rather imagine there is a finger on top of the first domino just waiting to give it the flick required to start all the other dominoes . Will the agm be the start of the chain reaction or will it be the first tranch of covidity results or maybe they are one and the same? I really dont see RM being happy with a bag or two on their investment knowing the size of the prize if all goes to a fairly simple plan. The potential here is huge, the IP is well protected and the problems that the technology might fix are only getting worse. And if the technology does work as anticipated the savings for healthcare would be huge too. We spend something like £15Bn a year in the UK on cancer care alone.

Interesting discussion this evening chaps. One thing that jumps out at me is how "risk-off" the UK investment companies seem to be in comparison with our American cousins. There are loads of small UK companies with great problem -solving science that end up going nowhere because the UK seems incapable of being able to spot them and ultimately back them with the sorts of cash required. Its been a UK story for far too long ... science done in the UK profits made in the US . The lack of scientists in politics and business is a huge problem that needs addressing.

https://trialsitenews.com/european-study-alpha-variant-likely-evading-vaccines-wreaking-havoc-in-europe/?utm_source=Contextly&utm_medium=ChannelEmail&utm_campaign=SARS-CoV-2&utm_content=Notification
"The novel B.1.1.7 sub-lineage includes mutations of nucleoprotein G204P"

Yesterday's Budget included $8.24Bn for the NHS to improve its use of technology including the building of 100 scanning centres. Putting IQAI technology into 100 scanning centres would seem to be a complete " no brainer" . At £100k per year per centre it would add £10m a year to turnover and probably save at least that much in reduced costs for the NHS and thats just for the new centres. When you add on existing scanning centres and hospitals in the UK ........double , triple that? More? And thats just the UK !