Member Info for Ivyspivey

Thanks cc24601 for your good research and posts.
I did put your Scottish DM link on the other site as with sharing.I did highlight the source.
ATB

Hi WTP,
Just catching up.
My understanding is if is part of a bigger trade then they don’t need to announce until the Whiley race us completed.

Excellent post AB.

Balerno in response to your 1444.

My understanding is that testing has to be controlled and reproducible and they're creating an assay to test existing SN14 against new strains

.

Only pop my head in occasionally now but very sad Zeps and others for the huge distress this is causing you.
We can but hope for the restructuring but the Court news that seemed to indicate that FRR and Outrider cannot secure any mediation success and that the trial case has been put back to 2022 does not improve my level of confidence in a positive outcome here.
HNY belatedly

PS Ruck.
I do not think they are targeting a specific Vax that works via the SA strain but hopefully will be covered both by S and N spike of SN14 as well as other main variants

Hi Ruck,
I agree with Bermudas interpretation of the situation re SN 14 vs the SA strain as far as the S protein is concerned.
Whether the N protein activity against that strain is potent or synergistic no doubt we will find out in due course

Hi Ruck,
You need to read the extra post to get a fuller appreciation of the response.
From what I can gather Inanaco is saying it should work as it targets the Nucleocapsid protein which is “ common” to all Coronavirus’s.
But the Spike protein targeting may need to be modified to make sure the vNABs work effectively against the SA strain.
That is why Bermuda posed the question as it totally effects the outcome of how the SN14 may compare to other Covid Vax not just in additionally targeting the N protein but whether any modifications tonSN 14 need to be done

A couple of posters wanting more info on Aeturnum history and involvement of deal which would be useful but I am not concerned at this stage at all.
Firstly,they have not sold any shares despite us being told by one poster they had so we must question the credence of that poster.
Secondly,that specific poster may have raised some interesting points but if they are so concerned why have they kept a large number of shares and why have their concerns suddenly come to light a very long time after the initial deal.Is it to save us from ourselves or is there another agenda at play.
Third,why would all parties invest so much time and energy in this process with appropriate DD and still sign a binding agreement conditional on an ARS SH vote which seems a formality.
Fourth,we will know by end of Jan re the money and if course the underwriters of the IPO will need to value the whole concern.
Fifth,I am sure TM and BS etc have done their DD to ensure they have picked the right partner and of course are fully aligned with SH.
Anyway my tuppence worth

Nice find Botski as intra nasal Covid Vax would be another real advance both for ease of use and to stimulate immunity.

Hi Ruck,
Understand relationship re mc and SP.Just find if you judge by market cap rather than SP( which appreciate us how PIs judge) then you can make better comparisons over time taking the dilution issue you detailed into account.
I think it is really hard to proscribe a market cap figure apart from the risk adjusted DCF Trinity Delta figures.
However they do not really take the potential of any of these platforms coming good and that is the huge upside.There is risk that these platforms will not be fully monetised hence achieve multiple SH value.
But on basis of confidence of Redmile,Vulpes and others and the probability that some of these assets will achieve monetisation then I am comfortable that it probably only takes one hit on goal so one mAB deal to double current SP and a target market cap of even £300-500m is well within reach over the course of next 12-18 months.
This could be higher if the SCIB 1Combo and/ or Modi 1 results prove successful or alternatively as DE feared a lower ball takeover offer which again imo is likely to be at least double or triple current levels is a potential risk.
I am not saying that will happen as I believe they are here for the longer game and am grateful that they have invested huge amounts and are aligned with SH and that is a risk I am willing to take.
GL all

Morning Ruck,
A couple of comments on forecasts.
A market cap figure is a much more realistic predictor than SP unless you are in a situation Derisk ed further dilution like we are currently with SCLP.
It has to come from an informed source and even then there is no certainty as it is often based on anticipated assumptions and news which may lead to under/ over reaction in the SP.
All we can hope for imo is identify and invest on “ undervalued” stocks which I do believe is the case here and then base our decisions on entry/ exit prices based on our situation,strategy and conviction.
Happy NY to all in advance and if we can agree on one thing is that we will be all glad to see the back of 2020 and look forward to a much better 2021

Hi Ray,
Am afraid to the wider market SCLP is associated as being a Covid related stock and as AB and bobbust have explained it largely rose on the “ mutant strain” and has fallen on the AZN news.
I am still very happy at these levels as the Director buys were a big level of confidence in the future and it will rise again but once again highlights how we each make individual decisions regarding how we decide to play the markets.
At end of day we only have ourselves to cheer or jeer on our decisions

Hi C7,
Thanks for response.I know that at the moment the SE is bearing the brunt of the new cases and yes the science has advanced so much to produce a range of Vaccines that hopefully can really end much of the suffering.
Then in the medium term the 2nd generation Vax like here can provide an even better immune response and offer other benefits as well.
It all the non Covid stuff as well that needs to be addressed when possible including the all important resumption of clinical trials.
In summary there is light at the end of the tunnel but do think we are in a for a few grim months.
Stay safe

Hi C7,
Festive greetings to all and especially to those like Violindog trying to keep us all safe and well. My main point was not aimed at people who had co morbidities as yes lifestyle can play a big part in those and our NHS is non judgemental and so it should be.
My main issue is not getting the views of frontline staff to frame/ shape the policy and try and adopt a much more proactive approach to the Pandemic and also the attitude of some in society who think the restrictions do not apply to them.
This situation especially with today’s figures is fast imo becoming a desperate situation and one that was predictable.
The incompetent managers within the NHS that Violindog refers to must know who they are and they must be simply out of their depth and people are dying as a result.
I just find that many people are putting their personal interests way above the considerations of others and that we owe such a debt of gratitude to those in the front line that we should support them to the hilt and their caring attitude puts many of the rest of society to shame.
BW all

Violindog.Take on board all of your sentiments and candid assessment of perspective from the front line.When this Pandemic is all over I really hope that people will learn lessons as it is patently obvious that if people whether a lifestyle choice or those in control making decisions do not understand that implications of their actions then they imo do not deserve the future support of such dedicated people like yourself and your colleagues who have paid a heavy price in the last 9 months.
Take care

Hi Shareguard,
I know the proximity of the 2 Companys and the JC tie up.
No comments about Nuvec but I really don’t think it will play any part with SCLP.
The Nuvec name was given several years ago abd it came out of one of Aussie University seem to recall Queensland so no Nottingham tie up.
ATB

Evening,
I noticed from the RNS that it could be used as a stand alone or as an adjuvant so two bites of the cherry

Evening All,
Great to see the positivity return here and yes the journey has been volatile but seems to be coming together.
Anyway hoping for RNS very soon but it will come when it is ready and any time will do for me

Hi AB,
Presume the pink sheet is the same as grey market trades.

Morning so you should be enjoying it GL and good luck to everyone as whatever the size of your holding it is great news and we should all be happy but why the slight dig at Knowlesi.
Surely for the harmony of the board we should all enjoy the nice rise and keep our comments related to SCLP.
Have a great Xmas all in a difficult year