Member Info for Dalester

Its from April last year...

Ooops.. my bad, its from 2021....

From "x"

https://twitter.com/DrEricDing/status/1369224147075751937

Something like this would be nice.....

https://www.fool.com/investing/2023/12/19/nvidia-is-investing-in-biotech-heres-what-it-means/

Drac, I think a lot of people have loaded up on this share to a level they are comfortable with. They are now in hold and seè mode.... with 1.2 bn shares, in issue, its going to need a big event to start the upward trend we are all looking for but even then the buying pressure will have to come from mainly new investors...we have seen spikes upwards towards 30p that have quickly petered out because in the main,it was traders buying the upwards momentum and then selling and moving on...There are potenially big events on the horizon and having more institutional investors will help but a few million pounds here and there isnt going go move the dial significantly, maybe 5 deals in a year would do the trick if there are 5 companies interested in our products. If we cant do 1 huge deal, maybe a series of smaller ones will do the trick... we wait , Godot-like.... " Why are we here, that is the question? And we are blessed in this, that we happen to know the answer. Yes, in this immense confusion one thing alone is clear. We are waiting for Godot to come"

Non- exclusivity implies 2 or more deals and lets say you can get £5-6m for 2 or 3 non exclusive deals. At that rate you are talking probably £ 12-15m for an exclusive deal as an upfront payment with a much higher % of future sales. You could , as an alternative to world -wide exclusivity, restrict an exclusive deal to a geographic area and try to do similar deals for other areas. You might even offer exclusivity for a limited time period and/ or tie it to some sort on minimum annual sales revenue .

There will probably be a mix of types of licences maybe for different territories, different diseases, different maket sizes, and different medical systems. There are lots of moving parts that will need to be thought through and which will need policing

Im not sure the Trinity "fair value" amount has anything to do with a potential buyout figure. Trinity are surely suggesting that the company current share price should be 36p based on the current state of play with drug developments but doesnt take into account the market challenges that other companies have with patents running out and the comparisons between the potential performance of those new drugs and the relatively inferior performance of the current standard of care.

Melanomas are unfortunately increasing rapidly and the need for a simple solution is becoming greater. An effective SCIB with an increasing market opportunity is hugely valuable and will not be bought cheaply IMHO . Scancell are still hiding behind the invisibility cloak as fat as most investors are concerned, their pronouncements are studiously understated, but

at some point, as/ if trials continue to deliver unprecedentet results, the confidence will increase as will the desire amongst current Melanoma treatment providers to take on a drug with an enviable patent lifespan.

And how much would someone pay to add avidimab to enhance their $Bn+ product as it reaches the end of its current patent life ? I dont think Lindy has spent her life developing these opportunities for 36p a share, she knows what these products are worth and its in everyones interest to maximise that worth, they wont be sold off for a few pennies.

Thanks Burble, its probably better from you with your background than from me. It will be interesting if he does reply, you never know what these things will lead to.... you might be able to send him a follow-up on Tuesday!

Here you go, send him the Scancell info......his telephone number and Email addy are on the page.

https://researchers.mgh.harvard.edu/profile/4892570/Ryan-Sullivan

Agreed Mia..The cash runway has been extended significantly and the trial results are coming thick and fast, it makes it very easy to dismiss a low-ball offer.. anyone wanting to buy a product or the whole company now either has to bid the money we want or risk having paying more as the data gets better over time. Its a nice position to be in as long as the data continues to impress... iSCIB+ addresses a £1.5 bn market, which could value it at £5-7Bn if we believe the current estimate of annual market value x 5 or thereabouts, and a 15 year patent protection probably points to the upper end of that estimate. The stars are aligning...

If TB is accelerating the rate at which he is shuffling his resources around, might it not indicate that he has a sense of the timescales he has to work to and a good idea of what he expects to be coming down the line?

New $650m fund aimed at biotechs

https://www.fiercebiotech.com/biotech/attractive-opportunity-investing-goldman-sachs-closes-650m-fund-aimed-biotechs

It seems to me that the CFO is going to the US because he is the CFO... to discuss things financial! If he is seeing US financiers there, then I assume a US listing might be on the agenda alongside who knows what else? Equally we know that there are other companies that have been looking at some of the Mabs so signing a deal sheet would be totally within his remit... no point in having a dog and doing your own barking is there?

It is far more encouraging to me that things now seem to be on the move and at pace and with purpose. New talent in-house, a well constructed fund raise, a defined route forwards, what seem to be successful trials happening, and now the CFO taking charge of the financial discussions....I am liking the new confidence that the company is showing. More good news from trials and we are off to the races!

CFO off the JP Morgan conference

https://twitter.com/scancellpharma/status/1743284985954496975

Their 12-18 month timeline seems to me to be about right, things are starting to align... products in what seem like successful trials, with more / maybe better versions in the pipeline, cash to ensure things get done, a beefef up executive team, more institutional investors onboard and others watching. These things take time but it feels as though the ball is starting to roll at last.

Probably helps that there are only 260m shares....

You would imagine that Redmile could wrangle an Invitation if we wanted to go there?

Estimated $4.82Bn market for Glioblastoma Multiforme treatments by 2029...

https://www.polarismarketresearch.com/industry-analysis/glioblastoma-multiforme-gbm-treatment-market

Still looks as though someone has dumped another 500k over the course of the day, hopefully the seller will be out by the time the OO ends.

Great news, but disappointing SP response, the whole market is "risk off" . Still, maybe not long before we get more news on Modi or Avidimab. With all that is going on in the clinics, you have to presume wè will be getting regular updates of one sort or another, surely the dial will have to move positively eventually? Today feels like a lot of pre-christmas sells and people who got caught out by the drop who took advantage of a penny or two rise and jumped ship.

As far as the marketing effort goes, in reality they only need to be focused on the few companies that have the capacity, need and of course, cash, to buy the whole shebang or parts of it. Hopefully the PR company will get some major coverage over the next few days..