Member Info for emptyend

I’m not going to offer an opinion on that, other than stating clearly that in my view the company is worth a multiple…..possibly a big multiple……of the current £190mn market cap. One simply has to look at the market opportunities for their platforms, the potential size of the markets - and the potential firepower of the various companies that may want to own all or part of Scancell.

Neither am I suggesting that the full value will become clear for a while yet. But there remains a major undervaluation, which is now just beginning to be closed.

It was indeed an analyst. I’m looking forward to his next note…..😏

….was

When I land here, I now get the message that “This connection is not secure! This website does not support connecting securely over HTTPS.”…….followed by dire warnings about credit cards, passwords etc that are entered being accessible and alterable by other people.

This only started a few weeks ago, presumably as a result of an ipad security update.

I keep getting security warnings when landing here, by the way - so wonder if LSE have an issue? 🤷‍♂️

I think management still have all options on the table - and the decision point will come with the upcoming data releases (which may well come in a single announcement in 5-6 weeks time).

But if I was running one of the funds that has been accumulating for the last few months, I’d be getting quite concerned at this juncture that I am not accumulating stock fast enough - and I’d be starting to get more aggressive in buying blocks. Once we get material news, it will get very difficult for them.

Wes is on manoeuvres …..so what better time, just before the local elections, to announce an expansion of the Cancer Vaccine Pathway to include a couple of new treatment trials? 🤞

Interesting to read though the annual reports of some biotech funds. This one, for instance, appears to have had an obvious gap in its portfolio, given their claimed investment focus:

https://documents.am.pictet/?cat=marketing-permalink&isin=LU0255977455&dtyp=FCL_MCO&dla=en&dcty=FR&audience=INSTITUTIONAL

RayPointer, I reminded Diggle at the last AGM about the “derisory” comment that his boys in Singapore had put in a research note - and I suggested an update wouldn’t go amiss! Plainly he doesn’t rely on such things himself, but they are produced primarily for Vulpes clients.

Fundamentally we are all expecting news that will dramatically reshape the company and render all prior research of little use. So we are definitely in a phase where the market price action will lead everything else.

It really makes no difference, Crusty. I couldn’t care less who owns the shares when they pass £1…..

16.25p close, anyone? #FOMO…….

Surely the Panmure number was based on what has already been known? If there is new (corporate activity or trials data) information, that should be swiftly revised. In fact I’d be unsurprised if they were already doing so.

Setting up to gap materially higher on deal news, IMO.

Obviously it is pretty pointless to say this, but I think nobody would bat an eyelid if this company was currently valued at 65-70p a share. I couldn't be less interested in the share price until it gets over 50p. I have enough shares already, having got up to nearly a million on the last dip below 10p.

This company should be worth £2-3bn……it is only a matter of time.

You are being bid…….

I think it has been clear since the AGM that one or more deals will finance the trial. Once that is confirmed, the penny will drop that “you’ve got to be in it to win it” - and inanaco’s approach will finally start to pay off.

Meanwhile the Modi data will continue to mature - and that may be important for similar reasons as with iSCIB1+…….ie a widening gap over Standard of Care?

“The fact that Sath left so quickly ( 24th April ) when normally there would be a 3 month period“

Important point. New GT JV CEO?

Sath has 2 million options, worth about £45,000 to him pre-tax at current prices.

“ Some big SELLS just posted”

…eh? Do you have the slightest idea what is going on? Two large trades of similar size and price is very clearly a buy and a sell - irrespective of the fact that both trades were at or near the bid side. 🙄

I imagine it is the same buyer as was happily accumulating at 13.50 before Iran kicked off.