Member Info for Ivyspivey

PS would not surprise if the temporary cut in salary was rescinded at the end of Oct( 6 months) and presume this would involve Susan Clement at normal BoD meeting at AGM

Is anyone else expecting that the results which seem overdue will be released very soon maybe even Monday and then notice of AGM.
Am really looking forward to the various comments expressed by BoD on current progress.

Plus look at the numbers on “ govt” contract 100-200 volunteers so yes £40 m seems like just a scaled up version of the £7m HC contracts previously based on capacity of Whitechapel max 24 beds.

Usain,CF does seem to have moved his thoughts towards a sale.
The other big thing that points in this direction is the alternative a US listing.For that to happen by Xmas you would imo need to have made some moves by now.There is a huge amount of Preparation needed and considerable cost and gave always viewed it as an alternative if no suitable sake was forthcoming.
We have been told that the disposal progress has gone well and in the absence of notification of any US preperations I am pretty confident of a sale

Afternoon,
Strong finish and look forward to next week.
Switch off guys and enjoy the W/ end

If CVRs are issued then it will be done on date in which Immutex sale is announced.So your share holding on that date will determine how many CVRs you get.
Presume you can just cash them in any time as the “ milestone” will have been achieved.So similar to Amyt CVRs just no future milestones”
That is my understanding but happy to accept people may know different.

Interesting thoughts Deepjoy and agree with your sentiments.Couple of thoughts to add.
I have noticed a change in CF stance in recent interviews towards an Immutex sale as opposed to Listing.Plus any US listing would take a long time so to have had everything concluded by Xmas would have been hard and no moves have been made so far as far as I know so a sale looks nailed one and confirmed by the research note.This to me means he has achieved a good price so great for SH.
Yes it may likely lead to a temporary drop in SP due to any “ cash dividend” but it reinforces CFs ability to do a good deal and of course the genomics data base deal is another great reason to make sure you are not locked and loaded.
So depends a bit on which comes first but whichever one drops first if they are in quick succession it is the likely drop in SP asked on completion of both cash dividends that will cause the new level to be established.
However that is likely to be from a much higher level andvof course there is so much excellent newsflow to come in the coming weeks/ months.
ATB

Good comments Burble in explaining some of the significance this announcement marks in understanding what exact work has been done by SCLP to get to this stage

Often it is what is said which indicates level of confidence in project.

Our in-house expertise in quality assurance and production will ensure the delivery of GMP quality plasmid and we have great faith that Scancell's DNA vaccine will show promise against SARS-CoV-2."

https://bit.ly/2SfmQp3

Hi Ray,Yep whatever Virtual platform they use will be welcome and many of us are using them on a daily basis and several AGMs and Investor calls are being done this way.
It is so easy to access from anywhere and in fact will be easier for all SH to attend which is great given the fact that I know they really appreciate the army of PIs that hold SCLP and it has been noticeable about the decline in individual PIs attending recently.
So what a fantastic opportunity to attend for those that have struggled on the past fir whatever reason.

Hi C7,
Yes I know it will be a Virtual AGM due to Covid 19 but await with interest how SCLP intend to engage with SH during the Meeting.
There is no excuse whatsoever given technology not to give SH an opportunity to ask questions at the AGM.If they choose not too that is their decision but imo will reflect badly on the BoD.
Previously attending the AGM was possibly the only opportunity to formally ask questions/ raise concerns so I do hope the opportunity is provided this year to fully engage with SH like many other Companys.
ATB

Hi Douve,
A very good question and one in which I await with huge interest.
Personally I do feel that something will be announced before the end of October or at least an update as beyond that I feel SCLP May undo a lot of the improvement in sentiment that has improved so much recently.
That is why I would be so much happier with a physical AGM but that will not happen as SCLP have not shown a particular willingness to engage with SH in the last but if course this can change at any time

Yes Ruck,
Thought the commercial terms would be of interest here in “ valuing “ the science.
Whilst it seems good news in renewed interest in the cancer Vax space am not sure what implications it may have for validating the SCLP Approach or otherwise..

https://www.londonstockexchange.com/news-article/market-news/vaccibody-agrees-license-agreement-with-genentech/14704847

Also posted by Bermuda on ADVFN

https://www.investegate.co.uk/vaccibody-as/rns/vaccibody-updates-on-r-d-focus-and-strategy/202010010701077731A/

Really surprised no discussion on the 2 Vaccibody RNSs today.Would have thought would have provoked a lot if discussion both scientific and commercial

Ha ha Moniman,
That us more supportive if the good burghers of Gosforth than the Toon Army.
What a great day here today just catching up on everything.

Evening LL,
No we normally rely on a recording by one of attendees such as Botski.They may put the slides on the website but I always found the questions the best bit.
Really interesting discussion on radio talking about cancer immunotherapy and making point that 30-40% of patients respond well to various treatments but why do some do this and others don’t.
They found that one of the common features is having a healthy gut and good microbic and gut bacteria balance.
This does have a big dietary influence and ties in with your post.In fact there is one AIM Company doing a lot if research in this area.
ATB

16:18:31 18.499 48,608 Buy* 8,992 O
28-Sep-20 16:11:44 19.00 300,000 Buy* 57.00k O
28-Sep-20 08:32:12 18.75 250,000 Buy* 46.88k O
28-Sep-20 16:20:14 18.845 159,193 Buy* 30.00k O
28-Sep-20 08:14:10 18.50 250,000 Buy* 46.25k O
28-Sep-20 14:22:49 18.8477 768,000 Buy* 144.75k O
28-Sep-20 16:21:19 18.5302 2,418,608 Buy* 448.17k O
28-Sep-20 16:11:17 18.75 250,000 Buy* 46.88k O

From yesterday including a 2.4m.