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I had a long day yesterday. Got stuck on the M5 for three hrs going nowhere. But I did have some time to post here, given clearly exciting times are ahead, and more importantly had time to have a read of the other channel.

I know it’s early, but again I have another busy day, but I did muse on an ‘alternative view’. Which I felt may help potential new investors at this very important time for Sclp.

Reading the spats between the real lozan and inanaco, which I’m sure many have done so, last night and of course over the years a thought springs to mind.

For example are we all to believe the ‘Astute’, for which I could name a few:- Ivy, Gazza (Ruck), oldbutwise, Knowlesi (sk), agema (Roy) to name just a few, all just simply hold Loz in the highest esteem? For what I can see is little or no reason.

A grumpy and somewhat mad old man who sits on his south facing balcony enjoying the blazing temperatures (41oc today I suspect) musing about the trHYPE from Sclp investors. Whilst CONtemplating the mowing of the Lawns, the birds and trees whilst buying, delivering and drying of the winter Logs. A man who clearly try’s to portray himself as morally, emotionally and PROPHETICALLY better than us mere mortals. A RICH man in every way. A man who belittles regular people, who simply have decided to invest in a tiny bio company, but has a pop at them at every stage of sclps development. (Years and years of comments). Let’s face it Loz has been posting negativity for many many years on Sclp.

Now I’ve been investing in Sclp for many years that much is true. But why do the ‘astute’ hold this man in such high regard?

Well an ‘alternative view’ comes to mind.

Could the ‘astute’ actually be a band of merry men. Could ‘the real lozan’ not be so real after all?

Could the Sclp big CON not be ‘real’ at all and could the ‘astute’ actually be the big CONtruct used to try and manipulate?

I know an ‘alternative view’ but don’t the ‘astute’ all think we need to CONsider the alternative view?

I’m reminded of ‘ occam's razor’.

The real lozan is a man to be held in the highest esteem because of his huge success bringing in the winter logs and drying them out. Which is clearly a better investment than the buy, buy, buying of Sclp shares as advocated by the trHYPErs. Because the ‘astute’ know how to follow the wise words from Loz.

Or an ‘alternative view’ that ‘the real lozan’ is nothing but the CONstruct of CON-artists and there is indeed nothing ‘real’ about ‘the real lozan’ and his band of ‘astute’ merry men.

Occasionally razor. You decide!

Meanwhile the trHYPErs can watch their ‘all in’ investments in Sclp dwindling further today as their will never, ever, ever be a ‘deal’ to be done for Sclp by anyone one ever. Or is that all just the CONstruct the ‘astute’ want us all to believe?

Think it might just get ‘real’ and we m

18p didn’t take long.

18p shortly. Did anyone else think Lindy is a happy lady right now. ATB

Oops loz wrong again. 20p soon. Should be much higher IMO. Enjoy this LTH. Think some may have sellers remorse. ATB

So data, data, data. That’s ready. Next a deal!

Looking forward to next few weeks.

I suspect we are not ever seeing 3p again. Question is how big a deal? Everything seems in place now science, people, data, presentations etc.

it’s been a long road for many. But it’s going to be worth it. Or maybe I should have brought some logs?

ATB

Fire sale ‘Logs, dried out on the South Porch, from an honest grumpy old man’.

Well done LTHs. This is going to be fun. For some.

ATB

Looks like crumbs has brought back in! ATB

But Gazza. You normally get really interested in the logs and the weather on the South Terrace. Why is today different? ATB

Ruck. I’m afraid there’s more to my life than just the winter logs. Unlike others I could mention. I’m picking up my new car tomorrow for example. But then again I’ve also got more balance here than some. You can’t say your balanced and not be Ruck. Look getting further away from crackins deramp of 3p. Anyway I’m looking forward to news. It’s coming. Question is. How encouraging is it? Let’s see. ATB.

Ruck. So nothing to see here then! How are lozans logs doing with drying out? Must be hot on that south terrace? ATB.

Ruck. For balance if you think it’s ok to deramp seems fair to ramp when we are close to 20% up so far this morning. What’s good for the goose etc? Or would you prefer to discuss the state of Lozans logs for the winter? ATB

WTP. “Ruck the ensuing soothsayer”.

Yet unfortunately I fear I may have heard it all before!

Maybe Ivy could write the fictional prologue?

And dedicate it to the mad old bitter Englishman that spends his time mowing the lawn, taking in his winter logs and sitting on the south terrace with temperatures blistering at 40o C or above. Whilst of course suggesting SLCP is all a scam by us poor people who live in sarf London flats in poverty.

Because remember, no one knows anything more than loz. Especially Lindy. He is someone that all should bow down and admire. Even Gaz/Ruck.

Roll on news! That’s more interesting…….

ATB

No nothing to see on Mcmillan forums!!! Hmmm. Joking aside I’ve read the update from said patient on McMillan forum. It isn’t difficult to find!

Isn’t it just a case of she couldn’t qualify for cohort 4 and as such unfortunately needs another solution longer term? Not good news for the patient, and that’s the sad part of volunteering for a trial and why we all hope modi can help many, but I suspect there is a logical reason why this is the case for this lady.

I think it’s been said already today but Sclp need to be doing the regular updates. Not letting share holders rely elsewhere on relatively uninformed or, at best, patient’s attempted interpretation of the actual position. 1 persons good or bad news is obviously out of context of the current trail progression.

I do think, and I suspect I’m not alone, that Sclp do tend to say one thing loud and clear but unfortunately let themselves down at critical times. I.e why say you will provide regular updates and then don’t?

Anyway, who knows we may get some actual Sclp update sooner or later and we may see the SP reflected more positively in the event that the update is, of course, positive.

ATB

Of course they were. That was the whole point. The astute will say they have got it right again though having got 6,000,000 shares at sub 9p. Yeah right.

Also think about CPI patents. Tell me this isn’t worth a huge bunch to large pharma!

AIM is a pain.

ATB

Correction. The RNS was pretty good.

Busy day for me just catching up.

I agree they won’t be worried. The mcap is woeful and clearly MMs are having a number of field days. They have probably been mopping up shares from PIs for a few days.

Lots more news can come anytime. So let’s have a nice, albeit wet, relaxing weekend.

BTW part of my post this morning got cut off. But I still think we need to look at what the company has said. He pretty good.

ATB

Hi crumbs.

I’ve got a busy day but have read your late night posts.

First take a big breath. You have been here a long time and need to relax again.

Do me a favour. Read the RNS again carefully not the speculation on bbs.

I’m not sure I agree with you in relation to modi. We are dealing with late stage very poorly patients in multiple indications. Remember the difference in timescales between human reactions and mouse models. And of course the fact human reactions are likely never the same as initial mouse model results.

Scancell have now chosen to concentrate on those cancer indications that are most immunogenic and where CIs can already be used. Greatest chance for Modi to prove itself and of course at the same time extend cash runaway. This should be good for the market.

I suggest RNA vaccines (albeit massively more expensive) will also work better in conjunction with CPI rather than as a monotherapy. So that’s a good decision! It gives us the data we need and takes a bit of pressure off cash timescales.

In other words I suspect Cossery is driving strategy. He is a very experienced Pharma exec. He knows what data needs to be provided to show modi is doing enough to prove itself.

Also I said the other day the rns mentioned SCIB1 for a regulatory pathway and why would that be if the initial combo data wasn’t already good? In short they wouldn’t. They know already how good initial data is.

It also talks about suitors. We don’t exactly know who (although obviously some new ones) and we certainly don’t know what they need in data terms to do a ‘deal’ with us.

I’d also point out our market cap is less than 20% of a ‘deal’ we have already signed. Lindy also said this is also looking very promising although SCLP have no control over timescales. Personally I would be saying more about how this is going and give timescales of payments.

Now let’s talk frankly about LD. She is a brilliant scientist. But she never looks comfortable presenting generically about the company than she does about science. I can appreciate that! She, in management speak, is what I’d call a specialist and not necessarily a born leader. It wasn’t her best performance on screen this week but lets focus on what she is saying. Not on how she presents.

In other words. Modi is working just fine. Let’s focus on where we get good results that we can present to suitors to ‘deal’. SCIB1 is doing fine let’s focus on where we get good results that we can present to suitors to ‘deal’.

Let’s get another antibody deal done.

Crumbs you invested in a baby bio. Let them do what they need to do. It takes time!

Some here are impatient. Let them be and let them sell up. It doesn’t change the fundamentals here.

The partners are already there. You’re been told that. They just need a bit more.

And when we have the right data 10p will sound what it is. Ridiculous for the IP Sclp has

Well that was a mad day. Been many years since we lost 20% (normally a funding round).

Whatever this was all about (options etc) we will find out shortly via RNS.

I maintain nothing has really changed from yesterday’s detailed RNS. I’ve been told it was always expected that modi would be a combination therapy and as such clearly CPI combi modi data is awaited for with interested.

And also why would Lindy talk about a regulatory pathway for SCIB1 if the combi CPI data was not very positive indeed.

The clues were all there yesterday if you knew where to look.

As I said this morning if people think RNA vaccines will be any different they don’t understand the science. (Before anyone asks nor do I understand it). They too are likely to need to be given in combination with CPI’s.

I’ve read the fun and games here and on other boards and it’s clear some think modi isn’t doing what was hoped. I’m afraid that early results suggest otherwise. As someone pointed out it’s a late stage trial. Mouse models apparently are rarely replicated exactly in humans. See yesterday RNS.

Looks like some PIs got mugged today. IMO But then again I’m a happy clapper. Or more acutely a long term investor that understand days like this happen and it’s part of the process. I’m not happy we are at 10p but we know this is AIM. The upside is clearly there.

Back to my day job. Because reading some of the rubbish over the last two days has been painful.

I might have another ‘wave’ myself. Or sit back and see what tomorrow brings. More news is certain with SCLP. However, it is presented. Good and annoying!

ATB

Indeed. Lots of false narratives being presented here and on the other bb. Reality is CPI and Sclp tech to produce killer T cells was always going to be a very good potential and likely treatment. For those that think costly RNA vaccines will be any different probably don’t understand. Let’s face only a few do and they don’t post on bbs. We do know Sclp have suitors. Now I wonder why that is with CPI patent cliffs looming. The RNS was complex and yet set out a clear plan. Fully funded for now. Give away your shares cheaply at your peril as more news is coming. The RNS was also clear on that. And traders know it! ATB.