Member Info for emptyend

He not who…..🙄

Option award totally standard. They are worthless unless he can exercise them at over 10.1p (as he will need to pay 10.1p for every share on exercise) and they only vest (ie who only gets to control them) in tranches.

What I’d like to see is him now buying shares in the market, so that he better aligns himself with shareholders.

“l honestly believe that if Lindy adopted a VAL style of communication, it may temporarily please some retail shareholders but would severely damage credibility with those who matter most to Scancell's future and who ultimately will drive shareholder value here.“

I am in complete agreement with the above.

I have previously been a NED in another sector with a company that faced the same continual pressure from retail investors. Sometimes people literally don’t know what is in their own interests!

Plenty of drivel here about slow lane hobbyists.

Just the sort of company Redmile always look for when they have £50mn spare….. 🙄

Quite so, tf.

It literally isn’t worth obsessing about, still less arguing over.

Probabilities are calculated because one can, but the only certainty is that more data points are needed.

That said, there seems every reason to expect them to deliver more or less to expectation.

Fair point. Though I’d pay more attention to the big picture timelines……the raft of conference presentations in the last three months followed, IMO, by 6-8 weeks of discussions under NDAs…..followed by updates on the trials early in Q3 and, simultaneously, deals to take the trials forward into the next stages…..

…..or something even bigger.

Note also the RNS update from 27th March 2023

Https://globalpetroleum.com.au/wp-content/uploads/2021/11/18-01-12-agr-tracs-gbp-namibia-cpr-1516362266.pdf

I block fools who are trying to manipulate share prices and obtain inside info to use to trade against other shareholders…..so, having reviewed their posting history, there’s another one blocked…..🙄

Bermuda,

ee - why/how would issuing positive clinical trial updates prejudice commercial discussions?

If I were involved I’d be seeking to negotiate with multiple parties under an NDA. Nobody likes negotiating with a party that they think is unjustifiably seeking to pump up its share price by dropping hints.

Different, of course, when the Q3 trial endpoints are reached - but I’d expect a deal to be ready-to-go at that point and to make one big announcement.

Try sending them to a real person, rather than

makemeloadsofmoneyquickly@scancell.dosh

…..

Has it occurred to you that the reason they raised money in December was because a) they needed to disclose an update prior to raise and b) they knew perfectly well that they wouldn’t be able to make such a disclosure this spring without prejudicing commercial discussions?

I guess not 🙄

That is clearly why they raised earlier than many expected - and why they are now busy popping up at every conference, spreading pre-deal groundbait on the water……

I have no trouble getting emails replied to. But then I don’t use them to excess and neither do I ask them questions that I know perfectly well they aren’t at liberty to disclose except via RNS (eg questions about unpublished trial results).

There is no event-driven company on the planet that gives a running commentary between news events.

Strange that you would be happy with a regular supply of bones.

I’d prefer a three-course meal.🤷‍♂️

It seems there are now two possible rigs under consideration. When they finalise one, we can expect an RNS.

From a few weeks back on Macmillan:

“ I also assumed that because my treatment was now a combination trial; modi-1 plus nivo, that I couldn’t stop the nivo and continue with the modi. This was confirmed.

My last discussion with S, he thought the modi vaccines were complete (after 9 months) and just nivo remained. But when I had a different view, he looked it up and confirmed they continued. Therefore, I concluded they didn’t know the optimum timeframe for the modi either. To be fair, it’s a phase 1 trial so that is not the objective. On this basis the initial trial timeframe was for fewer injections, and I’d had them all, it was logical to conclude I’d had the benefit from these as well. Oncologist nodded.”

…..would have continued with Modi-1 on its own but figured that the benefit had been obtained.

Not really directly related, but some interesting sidebar comments in this article, suggesting that Scancell and others in this field may be on to something bigger re targeting the immune system…..

Richard Scolyer: Top doctor remains brain cancer-free after a year https://www.bbc.co.uk/news/world-australia-69006713

The bit that attracted my attention re poster 1 was a bit that was cut off the end of your copy, Burble: viz “…..complete regression of 70% of established tumours”

Also, no copy or comment re the 3rd poster on SCIB1? Or is there nothing new there?

Why wasn’t what RNS’d?

Anyone interested in the application of AI to vaccine development may want to put Bloomberg TV on right now. Just about to discuss application and dramatic time-shortening in research…..