So Scancell are presenting in China7 Nov 2018 09:35
Rather than discussing the negative ......... look at actually how they can get our products to probably the second biggest market in the world .... and Who might just be interested in a joint venture ?
and you are concerned that you don't get updates ... yet we know of them ? even if they updated the website, the data would still trickle out the same way ...
Maybe i should explain this further6 Nov 2018 11:42
Modi1 ... has gone from 70% to 100% mouse survival this caused a delay of two years while they linked the adjuvant to the peptide.. If they did a license deal that would have left that vaccine out of scancell control, But lindy clearly had discovered homocitrulline and she knew that it can be used as a combo to each other. So all of a sudden just like SCIB1 and PD1 .. they become difficult to separate .. because Lindy cannot announce homocitrulline because of the patent ..she would have under valued Modi1 because of the potential to combo .. thus Shareholders would have lost a extremely valuable resource because Lindy could not license Modi1 as a Package ...
which is why i keep saying now the pipeline is cancer ... and deals will be done based on a structure that identifies the compatibility of each license to another and everyone is working to the same goal ... the spin off from that its very very commercial as a project because you are offering a packaged treatment ...
I keep trying to explain we are NOT privy to the actually situation at any one time because of Patents .... Scancell doing something that we might consider strange like for instance not rushing into a deal with Moditope ... is because we did not know they had applied for the CRUK Grant and the pending patent application for Homocitrulline, so the market has taken the share down because it considers it a delay .. but it never actually has the full facts .. now we are seeing it as a project involving many facets all coming together ... Lindy is NOT cutting corners indeed because the Hydrophobic epitopes are the best ones to use, they challenged themselves to achieve manufacture.
You only get one shot on trial ... and the cost of getting that trial wrong is Millions ... I trust Lindy because she will not accept second best ..