Member Info for inanaco

update ......... this post will do .......... Rucks at £10 a share

RuckRover

Posted in: SCLP

Posts: 2,827

Price: 11.50

No Opinion

RE: List of risks to company16 Aug 2018 14:53
Botski,

A comprehensive list and needs to be kept in mind when making the investment risk/reward design.

If I could add another:

11. SCLP accept an offer far below the market potential in order to guarentee its future and progress all discoveries into clinic.

So, just to expand:

I think SCLP has a 50% chance of success. I think the market potential is £10 per share. So I think a stake of 10% of my funds for a 50% chance of multiplying my investment by 100 is a good bet. If the BOD were to sell the company for £1 per share in order to survive, although I would be in profit, it is not as good a risk/reward ratio as I thought at the point of investing.

Just a minor point, to pick up on something Wild said earlier:

If, in the fullness of time, this pans out as we all hope and we get £5-£8 per share, then long term investors and Inanaco in particular will be vindicated. But even if this turns out to be the case, it doesn't mean that it was NEVER risky! It IS a risk (now) and whatever happens in the future will not change that FACT.

AIMHO DYOR ATB

You are Ivy .....

Ivy's head has thoughts ....

Don't presume to know the market

that is what cost Jeremy ... Brexit ....

markets that you did not understand sentiment ... history proved that

Moditope approved for cancers expressing Vimentin /enolase ................ both forms of siptm

all the major cancers

market Untapped

i did say that Moditope alone would require £3 billion """investment """"

wow .... phase 3 ............... more like £200 a share

maybe the others will comment on Rucks error on Royalties

RuckRover

Posted in: SCLP

Posts: 2,827

Price: 5.15

No Opinion

RE: Inanaco24 Nov 2019 18:25
Inan,
“ Bermuda, Tf and myself all highlight ... your "incorrect version" of Royalties”
No you didn’t. Royalties are very straightforward, there’s not much that could possibly be misunderstood. Like I say, I have been a recipient of royalties for many years so I know what they are and I know how they are accounted for in the accounts.
Have you ever received royalties?

so i am a trader now because i bought at the lows Ivy ............ ?

you should try not to constantly presume what others think and present it as fact .... but rather Post on what You think ... you are Ivy ... and cloning is at present illegal

RuckRover

Posted in: SCLP

Posts: 2,827

Price: 5.15

No Opinion

RE: Inanaco24 Nov 2019 17:43
Inan,

“so don't knock £8 a share when you have so many potential targets across 3 platforms”

I don’t think anyone should rule out £8 per share, anything is possible. The questions are: what will it take, how long will it take and how much extra funding will need to be pumped in.

on ADFVN ruck (gazza) is complaining about spelling mistakes ...

wow !

homo-citrullinasation

Ruck i will browse your history ... but here is One "idiotic statement" as an example

RuckRover

Posted in: SCLP

Posts: 2,827

Price: 5.15

No Opinion

RE: Inanaco24 Nov 2019 17:57
Inan,
You always seem to pop up when we are talking valuation and sp targets and throw in synergy, SCIB1 data, homo-citrullinasation etc etc.

Valuation is always based on earnings. So you need to understand what markets Scancell will compete in, what the market value is, what Scancell’s market penetration will be and how much profit Scancell will generate and distribute to shareholders. The later will be determined not only by the efficiency of their operation but also by how much they CHOOSE to reinvest in further research and development. It may well be that Scancell over many years will develop treatments for a wide range on cancers at the expense of shareholders.

It may be helpful if in respect of your £8 valuation you 1) justified it mathematically and 2) gave us an idea of when.

""" Valuation is always based on earnings."""

so Scancell is zero then ?

""what the market value is, "" .............

what if its untapped ... ?

"" It may well be that Scancell over many years will develop treatments for a wide range on cancers at the expense of shareholders.""

unbelievable . ....

but he posted it ...

if Scancell up coming trials and programs hit expectation the sp could easily pass £8 a share once that data is collated and presented
Avidmab
3 potential deals
Moditope
all the major cancers
TCR program
Immunobody
min 5 trials program (inc CRUK) which can be expanded to other indications

excludes Covidiy

do you really want a reprint ........... ? of your posts again ... The Royalties one, alone would be embarrassing even our our new poster that may consider that ""Retrospective research"" is important would smile at that one ..

the next issue .... Scancell operate at the cutting edge looking forward

You concentrate on history which carries errors which have nothing to do with Scancell

ie... the first ever production of SCIB1 .. went out of tolerance approx 6 years after it was manufactured
2 Ichor promised the new Gun ....... failed to deliver on time
FDA and Ichor ... Issue
I dont even consider that moditope has been delayed, its just been improved as opportunity has arisen

so an Idiot would look a the effects of that "lowering of the sp" as something wrong ....

smart man would look at that ... it cheap for the wrong reasons .,...

I buy ....

but you have just accepted some need to carry out retrospective research !!!

that would indicate buyers and sellers are NOT up to speed .... on potential

Make your mind up

on the 3.9p buy ........... what amused me was you couldn't buy ... didn't buy and failed to capitalize

not sure if you have grasped that yet ...

ATB

Ruck ... you did not understand Royalties .. you are desperate to get somebody to show the workings of value .. ie Crumbs earlier comment , your own fag packet calculations got blitzed by me ...

Please come up with Something to show your skill in the use of statistics ... just once

i have given you the basics

ATB

you did not understand the post

I agree .... but respectfully ... i retrospectively learned ....

point i am making every one does that ... but you can also buy "at the moment" for instance the dip to 3.5p which was market driven due to a failed player ... not a Scancell driven due to bad RNS

I bought £500 at 3.9 .... yet that upset you .... indeed you spent a post explaining that your 10p buy would yield more profit

if you look at the scancell history ... the SP average over the last 10 years would be way higher than the existing

even if you looked at the Mcap Average it would still be way higher and that includes all shares in issue

If you consider the science is pretty good up to date, why not look at the Capital invested since the Company came into existence and compare that to MCAP

Then compare that to an Initial IPO for a company with a single "idea" that needs developing in this sector or deals done for single Mab etc ...

IMHO under all scenarios the SP looks remarkable cheap ... these Numbers are available

""" I would recommend you do your research retrospectively so you can decide whether the investment is right for you. If it is, you may want to invest more who knows! """

of Note .....

Ruck also bought in at a higher SP .... and has clearly stayed with Scancell ........... retrospectively with research ...

Duh !

Tony for 6.7p Mcap of £27m ......... you get to tap this market

https://www.fiercepharma.com/marketing/keytruda-s-nsclc-revenues-may-face-pressure-but-don-t-sweat-much-about-it-analyst

The way she sees it, Merck can compensate for Keytruda's deceleration with uptake in even earlier stages of the disease, such as before or directly after surgery. In those settings, known as neoadjuvant and adjuvant, respectively, “a potentially long duration of treatment and larger addressable population provide the largest untapped market for checkpoint inhibitors.”

This is the market for Immunobody ........................ we are synergistic with the Checkpoints

you have to appreciate keytruda has gone from zero in 2014 ........... to sales of $3b a quarter ..........

Immunobody will be trialed with Keytruda and could potentially nearly double its efficacy

Those that fail Keytruda fall into Moditope's parameters so you can work out the potential very easily

patients that do not respond to moditope can still be treated with Moditope by modifying there own T cells by changing the TCR from patients that do respond

As moditope progresses it will be possible to further increase efficacy as we can directly look at what may impede T cell expansion in patients

this area will probably be around "regulatory T cells" it may be some patients have "negative" T cells that calm down an immune response to moditope , these types of T cells are very active in cancer patients but with the use of Amplivant its hoped that profile of the vaccine induced T cells will over come then ... if not we would have to look at blocking them ...

https://www.hindawi.com/journals/jo/2019/5981054/