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Bermuda .... i don't have investor Fatigue

like Ruck said it was David Evans that suggested it ..........

not me ...

Its your mate Ruck that keeps his grubby fingers in the pie ..

Bermuda your post the other day

""""Yep we have discussed this before and agreed to differ I think. """

Just to explain a little further - it's not a question of making excuses, denying the issues or blindly defending the BOD. It's more about trying to understand so we can judge the investment proposition from as informed a position as possible.

I know I keep saying this but if you simply blame the current CEO for all ills, then logic dictates that all you have to do is replace him/her and the deals will flood in. It also means that you run the risk of overlooking other factors.

Good to get and discuss different views.

"""you last line is amusing under the circumstances""

i will leave you show boating .. your prowess with the written word ...

"issue" and "who Knows"

and clearly Ruck is hooked on "Investor Fatigue"

Bermuda

You sat on the adfvn BB day after day while they rip the BOD directors apart Tosh and Co etc .. for 4 years

and you say nothing ....

you really are Show Boating ...

who-knows. Phrase. ? A rhetorical question asked to show that the person asking it neither knows the answer nor knows who might. It could be one or the other, or both.

but who knows ...

Bermuda has all the answer's

just for the record ... Bermuda here is the post ....

13 Jun 2019 -
Fwiw - I managed to pick up 1m shares at just below my limit price of 7p.

then suggest fatigue by December ...

or is that an attempt to flip by proposing Scancell is vulnerable to a take over above 22p ...

who knows ...

what does "who Knows mean"

can you help ?

so your offering an alternative suggestion .. which is good

but only your suggestion can be the right one ... ??

ATB

"over my dead body ... IMHO is an Issue ...

Bermuda can you explain why its not an issue ...

"Issue" is associated with difficult decisions and disagreements. We use "issue" in a similar way to "problem" or "trouble", but it also has another meaning. It can mean a topic that people are talking about or disagreeing on

is this yet again .......... Nit picking .. show boating ?

interested

Bermuda you missed the point ...

1/ alternative views ...

my comments an "event log" with a reasoning ...

"""honestly Inanaco, you're better than that."""

do you have an alternative idea ? based on that event log ie "based on posts over time" put forward ?

----------------------------------------

ref "over my dead body" ....

is a bit strong ....

but that does not match with the AGM events ... ie Tax reasons

We examined all the alternatives including the death-spiral funding outfits.it was at that time spinning off Moditope was considered and I told RG "over my dead body".

18th july NXC

by the way accuracy i was at the 2012 and 2013 AGM ... the company accountant pointed out that the tax implications would have been horrendous and that's why they did not consider the split as advised at AGM to the audience . remember the 2 for 1 share discussions prior on here ? before they ruled it out

By the way Ruck i would describe "investor fatigue" as "inability to research the science fatigue"

oh yea ..........

but no mention of Drivel ..

and as a reminder Ruck ......... "David Evans" ... buys at 7p in June

13 Jun 2019 -
Fwiw - I managed to pick up 1m shares at just below my limit price of 7p.

then suggest fatigue by December ...

or is that an attempt to flip by proposing Scancell is vulnerable to a take over above 22p ...

who knows ...

Ruck ....

did i mention your name ? or is this association with Drivel that attracted you ..

i would remind you again that DE had issue with Richard also .. you know the man that was CEO and actually worked full time for Scancell .. with the majority of the development of Scancell under his direction with the joint CEO Lindy Durrant

DE was a "Non executive" not an "executive"

be careful who you elevate with "accuracy"

after all most of the Tag Team attacked "DE" in 2015 ...

are you referring to a glycan application Bob ?

for instance Car T etc

suppose one day with all this talk of mental health .. that "investor Fatigued" will be recognised as an illness ..

Keep plugging ... Dr Drivel ...

By the way Ruck i would describe "investor fatigue" as "inability to research the science fatigue"

other investors got over there own limitations by employing others to research that for them ....

Namely Martin Diggles ... you know the man that keeps "dipping in" who actually has shells for his bazooka rather than an empty tube

each MAB are "singular" in clinical trials .. unless they are expressed by multiple cancers ...

so you could have a "single phase one trial" ... but multiple phase 2 trials still under the single trial protocol similar to Modi1

in which case a deal could be exclusive to the particular cancer ... and costs of development shared until the split ie phase 2

Ray i cannot see 3 developers of the same "asset"...

this is an "evaluation period" of the identified Clycans

however avidmab "itself" does not need to be exclusive but the target "does", otherwise you triple the cost of developing a identified Mab (3 collaborations) which results in less value to scancell in the deal ...

Fairly regular pattern of you missing the Bazooka moment ... Knowlesi

from 3.6p to 8p .... that's a serious loss of profit if you had of been awake ... but not once ... Twice 3.6p and 5.2p

The difference this year to any other .... is Clinical trials and results of collaborations ..

I appreciate the Avidmab is only just getting going ....

But two years on from the BioNtech collaboration ... we know that

Mab 2811 identifies the most potent Cd4 T cells that are robust and able to sustain "months" out of the body for manipulation

we know that we have a TCR identified and characterized which has been transplanted which means the Lentiviral vector works in CD4

we know that Lindy can differentiate these CD4 in Cytotoxic killers

and to cap it all we know that BioNtech Cart T manipulated t cells expand with a vaccine invivo

which means you could "potentially " use "tcr" intervention and give modi1 at the same time ... as a combo

Now this arrangement gives an indication of "value"

https://ir.adaptimmune.com/news-releases/news-release-details/astellas-and-adaptimmune-enter-agreement-co-develop-and-co

SCIb2 ...
Scib1

more details on Modi2 ???

More details on Modi3 ???

Results from the Karolinska Institutet ...... ?

2020 is the year of expectation .... and so far its looking great

and of course the Biggest of them all is the Modi1 trial ......... first Cd4 Ctl vaccine ever ...

The generals of the immune system activated to kill

Scancell BB and the F1 world champion ...

44

wrong link ...

this one

https://www.nature.com/articles/s41590-019-0578-8