Member Info for emptyend

I’d say this is a pretty clear pointer:

“Scancell has recruited a fourth cohort of three patients receiving full dose Modi-1 in combination with the checkpoint inhibitor nivolumab. Subject to a safety committee review meeting scheduled to take place in August, this cohort will be expanded to 21 patients in both head and neck and renal cancer. Preliminary topline data from these cohorts is expected to be reported in 2024.“

The initial data from those three must be very encouraging to expand out to a further 42 patients. I’d guess the makers of nivolumab are following with interest.

I’d also note that an important function of today’s RNS is to cleanse management of inside info prior to option exercise.

In my view, the most important bit of the Modi-1 trial will be the resection cohort. How close is that now?

Also, what has been happening in the background, deals-wise, following the recent conferences? Nothing at all?

Can’t be too far off starting the resectable cohorts, given the last RNS:

“Based on review of the safety data from Cohort 3, dose escalation to Cohort 4 has been approved by the Safety Review Board and the first patient has been dosed.”

There are only 3 to 6 in Cohort 4.

Having reviewed all your visible efforts, there is zero sign of any quality at all….

Come back when you’ve contributed for 25 years 👋👋 #filtered

Whatever you say, sonny. Thanks for your lifetime 64 posts…..🙄

When the share price more than doubles on a “surprise” RNS, one will magically find that certain people swiftly disappear from the board. Until then, it is a rather irritating wait.

That is correct, Ruck. I’ve obviously filtered out anyone claiming otherwise.

I find it interesting that some people insist on claiming right or wrong based on turning points that they can identify only with hindsight. eg I see elsewhere people saying “you should have sold at 29p” and ignoring the fact that actually such a price was never available for the size of many retail holdings, never mind institutional sizes. What would the point be, in terms of moving the P&L dial of eg Vulpes, if they had sold 50,000 shares at 29p and then bought them back at 14p?

The fundamental difference is this: traders generally assume that prices will trade around a mean and revert to it…..whereas buy and hold people assume that the share price will follow a long-term trend. With Scancell, I’m definitely in the latter camp - and comfortably ahead - but the same may not be true of those who bought much earlier or indeed much more recently.

The decline, very simply, has been due to the absence of news for a news-driven stock in a bear market that is being driven by macroeconomic factors like interest rates and political uncertainties. And by people raising small amounts of cash for things like holidays.

For bigger holders, it is utterly irrelevant.

i see that roughly 50% of the posts today are from people i have filtered who haven’t posted for months. i conclude that they are trying to bull**** people so they can buy cheaper.

it really is quite pathetic and transparent. 🙄

Interesting.

Will be even more interesting to compare the extent of patent protection……or infringement.

I couldn’t be less bothered about the company not giving private investors much PR news. With close to 50% locked up with the main holders, there are only two things that matter:

1. trial results

2. investing interest from big industry players and institutions.

What happens with a few thousand pounds worth of shares day to day is irrelevant - except to those who wish to trade a few.

Https://www.telegraph.co.uk/money/consumer-affairs/millions-smart-meters-obsolete-soon-bungled-rollout/

Starting a thread just to log anything of potential interest re Covidity:

Evidence just now…..suggests there will be some discussion of vaccines for future variants. The Government would, one hopes, like to show they are on top of that aspect……?

From the BBC News app:

She brought up a review from April 2022 which said there was a significant gap in the UK's assessment of pandemic risk, and asked Osborne if he agrees that economic risk assessment for pandemics must be updated to focus on a broader range of impacts.

Osborne said he absolutely does agree, and suspects civil servants in the Treasury have already updated it for future effects of Covid variants that don't have vaccines.

Blackwell responded: "I'm sure the inquiry will be told whether these plans are now in practice. If that's right Mr Osborne, it's a shame it wasn't done before, isn't it?"

No.

Lindy has 3.85mn options that expire at the end of July, with an exercise price of 4.5p. The options can’t be exercised and the shares cannot be issued unless she is no longer in possession of inside information (such as trial status).

For me that strongly suggests a comprehensive update in the next few weeks, especially as some preparatory PR has been done in recent days.

Frankfurt is a red herring. There is no listing there.

Frankfurt has an OTC market for foreign stocks which trades “by appointment”

On investigation, it seems my comment about long Covid is likely wrong. But it will be interesting to see if the Government has any interest in Covidity, given the fact that the Covid inquiry will be hearing on a daily basis about the inadequacies of pandemic preparation.

Tf……excellent point there. “For everyone” in riposte to Moderna’s personalised approach strongly suggests one thing to me : it works. 🤫

My takeaway from this is that news is close (as I suggested recently). She could have hedged her enthusiasm, but she didn’t. Comments on the mouse data could not have been more bullish - and the up to date references are IMO teeing up a major announcement this week.

Excellent point too on Covidity…….Does it work on Long Covid???? If it does, then that is a gamechanger for its commercial prospects!

For your interest, I sent the Scancell papers on Covidity to my MP at the weekend. They have already been forwarded to the Department of Health.

I’d like to think that someone will ask the Covid Inquiry what use, exactly, has been made of the three slots that the government booked for challenge trials. 😬

And what plans are being made to provide longer-lasting vaccines that have broader efficacy with respect to new variants….?

Decks now cleared....