Member Info for emptyend

Vd….drivel 👋👋

Joaung,

They KNOW how to find the 80% of the cases that it works on. Getting some sort of response from 100% of those doesn’t seem impossible. Identifying those it works on completely transforms the likelihood of success.

Yawn…..🥱🥱🥱🥱🥱

This is NOT a binary matter. Not only is there every chance that there are several prospective partners interested in the iSCIB1+ trial and product, but there are several other sources of deal-related cash, including spinning out all or part of Glymab Therapeutics (for which there is at least one obvious candidate) and including deals for Modi (where data had been expected by now).

The company could not have been clearer that they expect to turn at least one of the c.15 live discussions they were having at AGM time into cash to fund the iSCIB1+ trial - and perhaps other things as well?

“ Looks like they have discovered a reason why those that didn't respond as well in phase 2 didn’t. They clearly can now screen for this with the intention to improve the phase 3 read out.”

They said this at the AGM and pointed out its significance. Some seem not to have taken its significance on board.

Someone clearly sold 500k fairly early and then left an order to sell more in clips of 500k at c 13.30. 2mn of this went in two trades at 13.80+.

I’d guess this pattern will continue until the seller runs out of stock.

No real significance except as an indicator of rising volumes and rising institutional activity, ahead of further news.

“ I’m sure at the time LD was ready to part with Immunobody as ModiTope does have a huge range of solid cancers to go after and the cash would have made things happen much more quickly.”

These comments were ‘before my time’ but, whilst much water has passed under the bridge, I wonder whether pushing back the Modi trial announcements until perhaps after a deal is done on iSCIB1+/Immunobody is of some significance?

I think it should be noted there are no trades of any size…..wait to see what happens in the rest of the week.

Let me throw another thought in as to valuation.

What would the market response be if an RNS dropped in a week’s time that said “an indicative offer has been received for the company which may or may not lead to a formal bid”, with a clear subtext that a major pharma was the potential bidder?……what number might the market guess at and then discount? My opinion is that the number would be substantially above the current level with the market price question then becoming one of how likely a bid was to go through……uncontested…….

Not quite. The question is WHICH deal?

😂😂😂

So....first base now achieved. We'll find out very soon if there is a partner in place and ready to go! 👋

I would term them greedy, rather than brave or reckless, Crusty. Or perhaps just slow?

Here’s a thought to ponder:

We know that Scancell were targeting IND submission before year end. Supposing that had been submitted on eg 24th or 28th, the initial 30 days could be up at some point next week. The results are set for the 29th, so perhaps there is a possibility that the trial plans have been cleared by that point, with 30 days having elapsed.

Obviously that is far from guaranteed and it may take some time yet - but I wouldn’t rule out FDA approval of the trial by next Thursday - and, if approved, perhaps there is also a partner in place and ready to go? That would surprise a few, no?

Good spot. Whilst the IC is going to be noticed by retail, the important point here is that the weight of institutional money looking at the sector dwarfs both private investors and the free float of shares that isn’t already tightly held.

Correct, WTP. BOJO has outed himself by leaping in on his high horse to defend a troll.

As those who were at the AGM know, we are now in a different position with respect to the outlook and the first choice approach is to do a deal for part of the IP. Since they have a number of separate parts of the IP that are of interest (including two over which deals have already been done) that should not be impossible, given they have over a dozen parties in live discussion.

I posted a very lengthy account of the AGM, if any lazy new arrivals (or demented older residents) wish to confirm.

What a pompout pillock you are, BOJO 😂😂😂

More drivel. You weren’t at the AGM either……🙄

Drivel 🙄

….that is my thought.

But then I guess you didn’t attend the AGM 😏

RNS says a week today…..

…..will mostly be interested in this bit “ business update on progress achieved post-period”……😏

Hi tf, Well aware it is a busy spot for kite surfers (though the season doesn’t really start for a couple of weeks. only one out there at present, struggling to relaunch his floating blue kite). PNP (more KK tbh) delightfully quiet and suits us now, having been to most of the better-known places in the last 20+ years. Told today by some German returners that it hadn’t rained here this year until last night (though it had the previous night in Bangkok). Came past the (2nd) crane accident site on the way here, which added about an hour to the journey.

Pure coincidence it happens to be the location of Inan’s bolthole, but it suggests he’s much more discerning than some like to claim…..would be interested to know where, as it can’t be more than a mile or so from me. (I’ve had a look before and haven’t spotted a Reform UK flag yet…..😉).