Member Info for inanaco

wow !! good find .......... no wonder the collaborations could be positive ... they Bind and it proves up conjugates ... ! here we go another avenue for Avidmab ..

I don't think we are going to get "excess" shares until the money is returned ... maybe Monday ... has any one else had experience of a Over subscribed OO ?

The problem with Ruck he is trying to use valuations based on some sort algorithm. when in reality you have the perfect formulae

Over the last 16 years, we think we’ve found a balance that reflects what the public expect the NHS to do. Our independent committees use a threshold for recommending treatments of between £20,000 and £30,000 per quality adjusted life year. We think it represents a reasonable compromise between ensuring everyone has fair and equitable access to the NHS and enabling access to new and innovative treatments.

NICE ... QALY

as i have tried to explain ......... to come up with those numbers without the Efficacy numbers is very difficult

but keytruda Sales alone Gives you a bench mark ........... currently $11b/year and rising ..

but overriding all this .......... because Scancells intention is to licence ........ we need "efficacy" data ... and the bigger the trials the more accurate that data becomes however because we are now targeting "shrinking tumors" evidence can be obtained as trials progress and unlike adjuvant treatment there is no "waiting time"

SCIB1 and 2 ............ only consider deals after trials ...

Avidmab .... stay in control by collaborating

Moditope Deals after trials not before ..

TCR ............ fascinating ....... because of "Mab 2811"

it does not matter how i do the numbers ... £8 is easily achieved .

I really don't understand what all the fuss is about ............. one MAB has just done a $6 billion deal ...

so ask yourself ............. why oversubscribed ?

The Golden Rule in evaluating Scancell .............. look at the market potential ..... Trinity have not really done that at all with no correlational to Pd-1 sales or even a mention of the AZN Mab deal ...

Keytruda had sales last year of $11 billion ...........

Might explain the missing £3.2 billion

""Totally agree. LD is in the best position to assess the chances of success. I expect she knows stuff she hasn’t even shared with her fellow directors (yet).""

lol

allocation has been credited but not the excess yet ...

forget that post somebody called me ... and suggested that ..

looks like 30% of what we asked

share holder positions RNS

yes which ties up perfectly with all my posts on the Subject of Dilution ............ "The Ip was theoretically diluted"

inanaco

Posted in: SCLP

Posts: 32,275

Price: 6.75

No Opinion

RE: Inan it's dilution22 Jul 2020 15:26
wrong TF ......... the market cap has grown so its not a smaller company ....... its a bigger company of which your shares have not fallen in value ... it just means more shares in issue ranked at the same value ....

now you could argue yes they have diluted the future profit or the IP .... but without the cash there is no profit or IP development ....so that is not a argument you can use .. as it relates to a prediction

you can spin it what ever way you wish ... fact is today !!!!! you have not Paper Value because of the cash raise . you have potentially made a capital gain if you can subscribe

Tf ...... The process

BioNtech .. MRNA enters a cell it then gets the cell to generate the Spike protein ... until the cell gets tired and dies.

Immune system then has to recognise that spike protein as foreign and mount a response against it. Difficult to control how the immune system responds

which is what most of the Virus type vaccines so as well ...

Scancell is at another level ... its transfected into a cell which then produces Immunobodies these then target the dendritic cells and latch on priming the immune system directly so has full control over what the immune system is doing ..

To be honest that value of 13.3p bears no resemblance to what is going on which they do admit to ... as they have only put numbers to clinical ready product and even that is suspect as they have made no allowance for variables like efficacy ..

"""Scancell has multiple likely catalysts over the coming year: including further AvidiMab collaborations, the start of the SCIB1 trial, and the initiation of enrolment of the first Moditope study."""

"s"

well ....... mine are still in a holding pattern and have not landed in my main ISA account ...

Admission of the New Ordinary Shares is expected at 8.00 a.m. on 12 August 2020.

surprised no second RNS

Ivy ... you are doing it again ..

Acting as if you know what people are thinking ....

Why ?

Ruck you could not even call 5.45p .......... as cheap what chance of you got at £8 .,..

""""""""" Personally I don’t, if I did, I would be buying.""""

stop wasting my time and your own ........... and clogging up the BB with drivel

its easy to play games with you Ruck ........... you sold some to buy some at 5.5p .. in the OO

"""""Inan latched onto this and reposted regularly over the next few days. """"

you then posted

""""""""" Personally I don’t, if I did, I would be buying.""""

Note the SP ...

Fact you keep getting your maths wrong ......... orange juice

Fact ... you failed to value the science like i do ..

""""I take a contrarian view that it may drop with a placing."""

and then you question me ?? really ... I need somebody to challenge yes .. But only Puritas ever gave me a run for my money ...

RuckRover

Posted in: SCLP

Posts: 3,215

Price: 5.45

No Opinion

RE: Ruck13 Jul 2020 11:43
Chelsea your 10:03..

No it wasn’t Inan who said it was MichaelHighBar. MHB posted loads of negatives along with a more positive “ludicrously cheap” comment. Inan latched onto this and reposted regularly over the next few days. I wanted to see who, on here, thought the share was ludicrously cheap. Personally I don’t, if I did, I would be buying. I think it is cheap compared to its potential.

You have to accept there is a difference between “belittle” and “challenge”. A lot of what Inan says needs to be challenged for the benefit of the less informed. Some of the things he comes out with are just plain wrong. This may be because he expresses his opinion as fact or he gets over enthusiastic. Also, his poor English sometimes conveys an idea he perhaps did not mean.

You are right, I can’t remember us ever having a cross word despite disagreeing on many things. You see where we are now as a buying opportunity as the SP could well jump on good news. I take a contrarian view that it may drop with a placing. We therefore take different actions, no need to fall out about it. If this gets to £1 in the next year your buy and my hold won’t really have much difference will it?

You are playing that game of talking to yourself ..

Try a 10's machine it may work for you Ruck ..

have a nice day ..