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Nice posts. Itās looking like Sclp have v strong data already. All for the bargain basement price of 10p. When the market adjusts to correct values good luck all lthās. Lindy is presenting this weekend and hopefully her peers will like what she has to say. Itās been a journey. ATB
Bob. I just donāt get the sp here. We are flying with tech and results yet here we are. Surely some bios are watching Sclp by now and thinking we should just buy this company and all its tech. IP keeps getting stronger. Anyway ATB all.
Botski. If you are attending tomorrow would you mind asking a question for me? I did submit a question for the investor meet but of course this didnāt happen. Iām interested to know if the BOD now believe that a whole sale of the company is preferred as opposed to doing multiple licensing deals? Iād appreciate it if you can ask and let me know the answer. ATB
Quick question. If we know ā90% chance of a positive outcome on the current SCIB1 trialā why havenāt Trinity adjusted their valuation? It frustrates me when the market deflates the SP when LTH think / believe we should be much higher. Iāve thought for some time 50 pence is about right. Although would it make much difference. Trinity already value SCLP at 36p. lol. ATB
Wild.
For me things are taking time but all indications are that a game of poker is being played. I.e we donāt need to sell off assets cheap because we will take trials forward until we get what we want. But of course they need cash to do so.
So for me itās clear modi as a combination therapy is going to take a bit more time to see tesulta. Whereas scib and mabs are clearly getting closer to realise values.
Itās exciting times for all LTHs. And I hope we are all about to see some extra value. Well above 12p anyway!
All the best.
Researcher1. Do you ever do any? Donāt you think the existing Genmab deal would have progressed by then? And clearly LD states others are currently in negotiations! The answers are all in the RNS. Maybe you should look? ATB
BS
Quick questions.
Do you think this paper explains why Sclp hasnāt done any early deals on modi yet? I.e. she knew (or understood) that both CD4 and CD8 killers T cells generated through the vacine (modi and how it develops with now CPIs) were needed to take out cancers through an immune response. And that she wanted to take it forward irrespective of the funds needed? If all of this is true does she know that funds through a Nasdaq listing will be required to generate the funds needed to reward current shareholders handsomely?
As Wild would say. Exciting times and very good find WTP. Well done!
Bring on next couple of weeks. It may get very interesting indeed. Glad Iāve held so longā¦ā¦
ATB