Member Info for Ivyspivey

Thanks very much for not only your expertise but more importantly your openness and candid thoughts on why you have invested here and your thoughts on the future.
I always say no one should trust anyone on these boards as any one of us could have a hidden agenda.
Equally I base my decisions on whose thoughts and input I value to a recognition of a consistency and whether I believe they are being sincere.
Like many other posters I really appreciate how much you have contributed to this board and made it a much more informed and pleasant place to be.
You obviously care deeply about finding a cure for cancer and understand this space more than the rest of us so please carry on.

Thanks Oopsi and hope you are safe and well.
Does not sound too good for FRR but not sure how independent Mt Llewellyn is.
Still no response from FRR in any capacity seems telling.

Nice summary Bermuda,
Good to see such good news for SH but especially for the patients.
Wish I had not sold out lol but GL look to all holders.
Hope Bronxville is spot on with the CVRs as that would bring me a few pennies.

Hi RR and LL,
There are wider market concerns which means that quick rises like here yesterday do not stick and traders exaggerate the effects.There has been noticeable less liquidity on AIM these last 2 weeks and that effects all shares.
TBF in the absence of news I do think this has held up very well so a good sign as there must be many tempted to move yesterday’s profit into cash and wait until the wider market settles.

Morning WTP,
Unless a post is offensive I wish people would not apply for it to be removed.It removes the whole thread but this appears to be happening on a daily basis now and how can any of us make an informed decision if the thread disappears so quickly.
It just leads to further suspicion and then blame as to who is at fault but none of us can judge fir ourselves.
It does seem to be a particular problem on this board and I for one do not want a BB to be “ sanitised” by anyone other than the relevant authorities

Yes very nice reassuring article.
Couple of comments.
The point about being in a good position to manage any supply issues due to Brexit is a huge benefit in securing long term contracts and may be a real issue for some of the competitors.
The recruitment of all the extra folk is real evidence of Ncyt growing to a mod cap outfit.

Inanaco absolutely we research as much as possible to minimise the risk and it is nice when you get the opportunity to buy in before the expected rise which often does not happen with early stage bio pharma.
The DD of likes of Redmile/Vulpes really adds extra layers of Comfort to our investments but none of these are a given and there is always risk with early phase human trials of not achieving the necessary endpoints.
I remember at Merck they pulled 2 late stage phase 3 treatments which I know internally they had really high hopes for so confidence can only take you so far.
SCLP does have a lot more diversified platform than many and that is way in its favour and a commercial deal announced for the mABs will imo Derisk this to a huge extent.
Still a very good day here and see what tomorrow brings as the general market has not been good today and SCLP has performed very well and has attracted many new investors both short and long term

Every day you have them from previous day.
Another 1.5m today.
Mmm

Thanks for clarity.
For anyone unsure about whether synergy will be achieved we will have to wait until the SCIB1/Combo trial delivers.
Will the trial achieve its primary and 2ndary clinical endpoints.
Are the results statistically significant with the necessary confidence levels.
Does anyone know if an interim analysis will be made public?

Absolutely we are polar opposites.
You never challenge yourself on here or accept any reasonable points made by others.
You never made any informed comment on the other share but if there is one lesson to be learned is that I made some of the mistakes there that you undoubtedly hold here so live and learn

Inanaco I criticised the BoD where I thought necessary and give praise equally where I consider they have done a good job.
Prior to the fund raise to me there were questions of their ability to progress the science and monetise the assets.
Since then they have had a successful fund raise,great institutional support,UKRI funding for Covid 19 Vax and advanced commercial discussion on a mAB deal.
Imo they have changed the landscape but they have been here before SCIB 2 and CRUK/GC/Bion Tech Collaboration/SCIB 1 Combo/Moditope a few years ago but they did not push on so the SP dived and I criticised the BoD.
They have another chance and once again I am positive.
The difference between us is I look at independent evidence to justify my investment and am prepared to challenge my position rather than just a blind adherence to it must end up at £8 a share and a refusal to countenance any other views.
But no matter we all make our own decisions

Ha ha All,
Think we all would wish to get some extra shares at 0p.
Is interesting as a lot of shares have gone up in morning but not held their gains due to market nervousness.This appeared very strong today and I look forward to some big delayed trades as there seemed plenty of liquidity but bid kept on going up.
So I was quite surprised when it fell back this afternoon so I checked on twitter where a number of traders had taken positions but also exited so that is my explanation but interested in any other views.
No matter a really good day and look forward to news.

It has been rising due to the excellent news re the funding and validation.That appears obvious.
What was not obvious was why the rise today without news.
If it was long term sentiment the SP would have held if it was traders it would not.
Picking your entry and exit points you need to understand the difference which I know you are not bothered about but others are.
As you believe totally in the reward here you will pay any price whereas I would rather pay 10.8 than 12p

Hi RR,
Ha ha so a strong day today without news so the question was whether the rise was primarily driven by long term sentiment or short term traders.
Must admit I thought it was really strong it seemed more fundamental but way it has fallen back and looking at twitter trading activity it appears it was the latter hence the fall back.
Never mind sure most of us would have settled for a 20% rise without news and we will see where it ends up.
Always remember the trend is your friend

7th biggest riser.
Soon be a bagger from placing/OO price

Good article.
I know that other big pharma like pharma have re entered the Vax field for infectious diseases specifically RSV.
I know this is not cancer Vax but recent focus on Covid 19 Vax can help change sentiment in field which should improve environment where SCLP operates

RW,
I am not interested in the petty squabbles and arguments of the past.
Crackin clearly had a bearish view before the fund raise and a bullish one afterwards.That is what most “ neutral” investors recognise as this was a game changing event in terms of validation and removing the threat of huge dilution at a very low SP.
Well done all holders but if you do not recognise that before the news this was not a good investment apart from the traders then you should hopefully learn from the experience.
The news has changed the whole outlook here and that is what the likes of Crackin has stated.
As I have said before showing blind faith positive or negative is not a proven good investment strategy but each to their own as we know “ nowt as queer as folk”.

Morning AB.
Very good start today and long may it continue.
Like you never understand why there are squabbles when the trend is your friend.
When it goes up every holder should be happy and when it goes down if you are confident it does not matter but if you are doubtful you Derisk and takes away the pain.
Before the recent funding news the trend was essentially downward but after the great news the trend has reversed and people like Crackin have called this right so well done.

Great technical response Burble.Bunsie normally the only issues with taking alternative Vax are to do with establishing liability should there be a safety issue with any individual Vax.However this is only an issue if close together or a more generalised ie non site reaction if say 2 different Vax are given.lFurthermore UK govt has Indicated there will be no manufacturer culpability for Covid 19 Vax so is all down to the technicals which Burble has expertly highlighted.

Morning Inanaco
Stop advising me giving advice lol.Like a comedy sketch.
Merely trying to help a fellow investor with general advice who can decide for themselves whether to listen or not.
Imo much more less threatening than giving implicit advice on anyone state such as £8 All in No risk lol