Member Info for Ivyspivey

DG a very good post but you have to put it in perspective in rusk and time.
To achieve the $224m for any of the product deals you are looking at getting through all,the regulatory hurdles and that is fine as risk is with Genmab but if they don’t progress then SCLP don’t receive money.
Plus the first deal will take 8-10 years and the other 2 longer.
That is why imo the SP is where it is in ballpark terms.Yes it is under valued but a number of posters seem to be applying current valuations based on what they think the value will be when these products are Approved which is a long way ahead

Morning All,
Burble I hope your ring finger is still intact after your butchery course ??.
Echo your thoughts TF as after such a good week you think everyone would just be happy.

Great post Bermuda and good to get individual insight into the detail

No worries Chester.
Just think days like today are fascinating where you already hold and get a brilliant RNS and you can watch the action very closely and decide accordingly.

Evening Chester,
Agree with you that the 1.35m was a buy even though at times in the first 45 minutes ( I was monitoring it non stop) the sell price was sometimes very slightly higher than the buy price.
I do believe the 1,5m was a sell but too close to call in reality but just seemed to change the direction once the action got close to 18p.

Apologies for posting twice and not sure what happened there but this news is well worth repeating lol

Morning absolutely great news.
As you say Bermuda the up front will be commercially sensitive but the other details of the deal confirm what a fantastic agreement this is and we can reasonably guess that the up front will be significant.

Morning absolutely great news.
As you say Bermuda the up front will be commercially sensitive but the other details of the deal confirm what a fantastic agreement this is and we can reasonably guess that the up front will be significant.

Morning WTP,
Both those bits of news are necessary due to regulatory reasons so not unexpected but as we all hope in the forward looking statements and Science update at AGM we may get an update.
Having attended a few AGMs what I have found is that the question session and afterwards are most useful bits.
I don’t find SCLP are especially good at communicating the latest info during presentations but they are pretty upfront in answering any questions,
So the info is there but often needs to be teased out by asking the right questions.

Evening and again agree Bermuda,
We must remember that however promising the science the only validation is data and then hopefully that data is positive enough to be endorsed further by a commercial deal to monetise the asset.
I constantly read on many pharma boards false assumptions like if it works in mice it must work in humans,if it shows great promise in p1 then it is destined to get Approval or if the Science is fantastic then it must succeed and many more.
Everyone’s opinions are valid but opinions without true validated evidence are purely that and you have to be very careful in extrapolating from there.
If you wish think of it in sporting terms you can have some of the best talent in your academy,, you can employ some of the best in the business with great resources but it does not guarantee success but yes helps reduce the risk.
Anyone who supported England during the coming if the Golden generation will understand the perspective.

Morning.Good to see Twitter photo yesterday of Lindy cutting her cake in recognition of her academic retirement and now fully concentrating in SCLP.

Evening,
Just like old times with the Coggy show and a guest appearance from Zib who I thought would be hiding after yesterday ??

Thanks for your interpretation Burble a very balanced and informed critique.

Yep Ray and selling 8m shares recently will not be seen as good but understandable in current market and explains some of big trades.
Many funds selling down at moment.

Calculus crossed threshold

Hi Ray,
Was aware of that LD comment and someone could well come in and buy Immunobody as a platform as we already know it is validated in oncology which generally should be much easier to do than in infectious diseases but no guarantees.
I was wanting to separate out the likely different types of partner/ buyer who may be interested in Covidity as opposed to the whole platform.
Some big pharma like Merck may well be interested in a Covid Vax but not interested in the platform as they already have say have established Flu Vax.
Some may be interested in the whole platform and simply seek “ validation” it works in other areas like Covid and potential for others.
One of difficulties with the Covidity programme if you are interested in the platform is that it involves both Immunobody and Avidmab so hard to put a precise division between the two platforms in terms of which has worked best and by how much.That is immaterial if you want to partner on Covidity which seems SCLP preferred option rather than Immunobody as a whole which seems a complete sale is preferred option.
All things are possible but prime thing is to get good data and proceed from there.

Hi Ruck,
The two risks imo are firstly if the data is not good.However personally expect it to be fine.
The 2nd one is whether it is good enough and commercially attractive enough to attract a partner to progress it through to Approval.
I am not of the opinion that it will mean someone will be interested in the whole Immunobody platform as that has been validated in oncology but not infectious diseases,but again I think it will be.
However, it is Covidity which will be target not the platform imo and that has big implications to levels of interest in the platform

Morning,
I was actually at St James Park for 1st game but not Edgar Street to see the RR special (Ronnie Radford rather than Ruck Rover unless Robert Redford had a brother who played footy lol).
To me the main implication of the value of Covidity is it is paramount to securing a partner to develop the Vax further.If the results are not good enough or the market value cannot be realised then it is worth very little.
However,if results are very good which is what we anticipate due to great science and if we can demonstrate a universality then the prospects of securing a partner are much heightened and that is what will validate and establish true value in the platform.

Not sure TF that was from Feb so I as they are posters I am hopeful they are much newer but does sound very positive news ion Glycans and LD is excited.

Same RNS just duplication