Member Info for icalvert

RayPointer
Fortunately Nottingham is not within FDA jurisdiction... yet.

Is there news on their cunning Ichor bureaucratic plan?

RetiredBanker,

Thanks, comments follow.

Seasons best wishes to all.

I had read Tuscan's comment but hadn't fully appreciated that a holder of POG convertible bonds has the foundation of a POG trading strategy which might involve some shorting...but such a strategy has the opportunity cost of not making "loads o'money" from the POG long term share price rise which has been evident for some months, grounded on POX and gold mining.

D'oh

December 12 not December 16.

Sorry.

Indeed but their history of shorting ,pre-December 16, before the latest gamble seems unintelligible to me.

I note"Due to the small size of Polygon and its relatively low risk profile, the Executive Committee considers that Polygon does not warrant the need for a separate risk management function within Polygon. Risk management is undertaken by the Risk Committee with the assistance of the CEO together with support from internal compliance, legal and operations teams. In addition, Polygon retains external professional services firms for expert advice and consultation, as and where considered appropriate."

LOL

The Finance Director seems a bit wimpish?

What do the Sinologists here read into the absence of a " leading " descriptor about our Chinese biotechnology collaborator?

In this case. the shorts seem to be just Polygon.

I am still shocked, shocked by their behaviour. What business risks, such as debt ,IRC, Russian, Management, POX etc reasonably explain their increased short? Or is this behaviour just an addictive gamble?

It is times like this that I value RetiredBankers grumpy opinion!

"We’re on the side of truth; we are calling for an end to the general election lies; the deception; the fakery – The Yorkshire Post says".

Alas the general media framing of the General Election (election of MPs) as PM v Leader of Opposition has not been seriously questioned

RetiredBanker,

"which begs the question why release it ?"

Shareholder consultation is a "good thing" (1066) and this is evidence of improved governance.

Why worry about "preferred investors" without evidence? This is not an AIM investment.

I too am shocked, shocked by the Polygon, solitary(?) shorting at 2.7%. What are the dark arts in this context?

I am a long since retired UK Civil Servant.

Chelsea,

I am blissfully ignorant of much of the bigger pictures but I very much agree about your two saddening things about Scancell.

On the question of getting combination products, such as SCIB1 + Keytruda, to very ill / close to death patients after the safety of the combination has been established, I think great humility is appropriate . Questions of efficacy for particular subgroups of patients are inherently uncertain. The solution of larger and more complex clinical trials might possibly not be the whole answer as patients are dying while scientific results are being obtained , analysed and turned into NICE policy. Might it be better to get, less than the most efficacious products to patients outside clinical trials and carefully analyse and communicate evolving understanding within the NHS?

"Worthy of Trust and Confidence: Mousegate Series, Book 2"

Ray Pointer,

Is this academic confirmation that some humanised mice, cancer vaccine results have misled gullible humans?

Dalester,

As a long since , very happily retired UK Civil Servant, I still take some interest in such, quite difficult, goodish government problems .

Arguably the natural questions are almost always (I) What is international best practice? … What do the Germans do? (2) what do the political masters demand/want/need?

The FDA head is I believe a US Presidential nominee so perhaps "wholesomeness" is not one of the job requirements.

"What on earth can be their objection when the 2 trials in Europe have the go-ahead (1 is ours) and 1 in Korea."

My rough guess is Ichor want general approval for use with parameter values outside those needed for our trial. Other guesses?

Nomlungu your "only maths will solve this" has provoked my IMHO comments/questions below : I am sure my understanding is widely imperfect and this may be is a bit of Brexit escapism.. Also I have only had time to read the most recent posts.

Although I don't doubt that SCIB1 will be "safe" with Keytruda there are doubtless appropriate trial objectives in this area.

I am more focussed on effectiveness. The careful analysis of the variation in trial results about death and quality of life for the 25 trial patients obviously needs to be compared with the estimated statistically expected results with Keytruda alone.

While the (small) discrete sampling distributions will be what the mathematical probability theory determines on specified assumptions , the mathematics alone is a wonderful tautology.

My sister suggested to me that she had heard medical stats is generally a bit cookbook I suspect here it will be the careful analysis of the patient statistical data will contribute to various detailed "how much value added is the combination over Keytruda alone".

I am a Baldrick like Ph.D Mathematician so any corrections of the stats welcome.

I did attend.

I recall a commitment from someone on the Bod Table, I think possibly Adams, that there would be public notification of first dosing at Nottingham.

I think reasonably , for an AGM, there was no press on patient numbers , UK sites, USA sites (FDA willing) or , if say UK only sites , an estimate for the relationship between elapsed time to conclude the dosing of 25 patients and the number of sites and possible additional costs to the all Nottingham baseline costs.

Bermuda

Thanks very much for this.

I guess I have a Baldrick like, possibly imperfect, understanding of the Avidimab patent applications and their possibility to help millions of patients and make lots of money.

As I understand it , we maybe approaching the point at which the Scancell IP and trial results mean that some natural next steps, large trials, are beyond the finances of Scancell.

Can anyone guess which of the Scancell Children will leave home first?

Thanks, KonarA.

Seems to me like good news grounded on real mining and engineering (POX) success.

I too look forward to Retired Banker's comments.

I hadn't noticed the welcome Responsible Business section before: is it new?

Good news … but how many great Anti-Tag Killer mAbs?.... (Baldrick question)

"Scancell's development pipeline includes mAbs against specific TaGs with superior affinity and selectivity profiles, that have now been further engineered using the Company's AvidiMab™ technology; this confers the Scancell anti-TaG mAbs with the ability to directly kill tumour cells."

For a specific cancer, for illustration say melanoma, does anyone have any guess how many possible anti-Tag Killers are possible products even before AvidiMab enhancement?....