Member Info for dragon101

Check out Politico for a great source as the confirmation battle heats up!

https://www.politico.com/news/2024/11/15/industry-rfk-donald-trump-hhs-00189674

He still needs to be confirmed, ultimately it’s the states that decide regarding vaccines. The drug lobby is one of the most powerful in congress. I’ll surprised if he survives confirmation.

There doesn't have to be a price advantage, it's all about the data!

Agreed—this is standard when releasing results. I don't see any indication of a cash raise either. The RNS introducing Dr. Varawella mentions that while at Atlantic Healthcare, she worked across high-performing teams to design FDA registration programs and led non-dilutive fundraising efforts. I’m hopeful for an update—though a partnership would be a real bonus.

Just received a email from SCLP . Timing just a function of the audit reaching completion, with our new auditors. Sounds like Bern was correct!

Personally, I’m seeing this share drop as an opportunity. All signs point to Scancell being confident about the future. Most of their share raises follow a familiar pattern—an Investor Day, then a placement. So, I’m feeling optimistic that some great news is just around the corner.

That would be cruel…

I am just adding on any weakness, for me it's time to build a decent holding.

Hope our CFO is traveling back energized after the Annual Growth Conference! As our former Chairman said, Boston packs more bio funding on one block than the entire UK.

The market, in my view, would react positively to a cash raise in the mid-20s. Even with such a raise, the current SP doesn’t come close to reflecting fair value—Trinity Delta's valuation is sitting at 33p. LD often gives us clues, and we’ve been told there’s unprecedented interest. Let’s not forget our new CMO, Dr. Varawalla, who’s known for leading high-performing teams in designing FDA registration programs and securing non-dilutive funding. While we can only speculate, the numbers speak for themselves—we’re still 75% below fair value according to TD. It’s going to be a very exciting 6 months, but I’m not trading for the pennies—I’m in for the pounds.

The volume over the last few week’s has been extraordinary.

Indeed, reducing the spread will just encourage more buying!

Little top up 3k@16.21 marked as a sell.

Indeed, the herd will arrive to advance us to a record high.

Well done. I’ll give you a Blue Peter badge. You are clearly smarter than me.

Good luck but makes no sense to me to sell at this stage. Scancell are ticking the boxes. LD also confirmed via email that they have requested a pre-IND meeting, so they are clearly confident!

We just don’t know but the current SP is based on the expectations that a cash raise in some form is probably going to happen, hopefully on the back of fantastic data!

As I suggested a few weeks ago, this is not the time to trade as we had into a significant rerate.

Definitely and Scancell have already requested a Pre-IND meeting so they’re not exactly sitting on their hands.

Very shortsighted in the long run. Punters are absolutely gambling on pennies, hoping to buy back.

Predicting the exact sources of funding for Scancell's registration study is tough with so many possibilities. Timing the market is too much of a gamble at this stage. I've traded a few over the years, but a funding raise around 20p+ would be a big win. The next six months could transform Scancell's journey. With potential news at any moment, I'm focused on the outcomes and not concerned about minor market fluctuations. Exciting times ahead!