Member Info for Ivyspivey

Good to see that they have overcome the issue with the 3rd conjugate and managed to get the tox and manu issues for Moditope sorted.
Very important in adding value for likes of SCLP to maximise the development of individual platforms and put the IP in place and no doubt at all that SCLP has a really good Portfolio and lots of potential moving forward especially for its size.
However,I think there are valid reasons why big pharma have not come and done deals some of which we do not yet know but unless a rabbit is pulled out of the hat soon then we will likely need funding in the near future to progress this science.
I think that is Knowlesi’s major point and until that issue is sorted it will imo continue to drag on the SP.
Whether the Diggles will partake or not we simply do not know and once that is known the SP will react accordingly.
The risks of SCLP trying/ being forced to progress all its platforms on its own pose negative as well as positive Implications ,but am sure we are readily aware of these.
The need for external validation is still paramount and today’s a RNS is good news but no one should be in any doubt about some of the challenges ahead.

Evening Ruck,
Please keep posting your thoughts as your posts are certainly not negative just very realistic.
For the benefit of the board we can’t afford to lose balanced posters like yourself on the commercial side and Bermuda on the science side as to attract genuine new investors imo.
Very important that people feel comfortable and discuss things in a very open and transparent way and not be intimidated by some on here who don’t want to consider any alternative views.
ATB

Great find and really hope a compromise is on

Condolences Newbie Rookie on such sad news

More news on their own HPV Vax

https://www.google.co.uk/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwj2gqvvpJXqAhVSuHEKHQcqBTsQxfQBMBR6BAgJEAY&url=https%3A%2F%2Fwww.healthcarepackaging.com%2Fquick-hits%2Farticle%2F21137505%2Fquick-hits-hpv-vaccine-approved-to-prevent-cancer&usg=AOvVaw0xDb4c5z2EcBcYtdHXJMiJ

Morning Simmo,
Had the odd nice lunch at Alderley Park a few years ago.Nicer than the Chelford Little Chef.
As you say sure the “ Macc Lads” know something and hot all hot air if you get my drift lol

https://t.co/wrWWBg52bV

Acacia
Does not mention here but comment from their perspective to buying Woodford fund.

https://t.co/yOeYYOqG0A

Thanks all for kind words.
Ninja I would be very wary of thinking it will be like common cold in 12 months in fact I disagree.
Firstly there is no certainty that COVID 19 Vax will be effective and their may be sub groups which remain unprotected.
The question of how much and how long immunity will last is still far to early to say.There are also a number of difficulties with many of the approaches but hopefully they will show success.
The COVID 19 antigen could also mutate so may need additional protection vs other antigens.
The best hope is possibly not the initial attempts but 2 nd generation ones which target a T cell based response rather than the Spike GP or N Nucleocapsid.targeting.
One of Vax I sell Is based on identical technology to the Oxford Vax and is a really good Vax but that is against a different virus and COVID 19 is very different.
You will know ORPH are working on a universal Flu Vax to eliminate the need to have to predict which antigenic strains are going to the threat each year.
They are several years from eliminating the flu threat so even that will pose a threat more than the common cold with COVID 19 this will be much more difficult imo to overcome

As Rudey says 500 k shares on 18 th so £60k not £500k

8-Jun-20 15:12:40 12.10 500,000 Buy* 11.90 12.25 60.50k O

Inanaco if you take the time and trouble to actually read people’s posts you might get a better understanding.I quote.

“However these are more likely to be traders if they not understand fundamentals or additionally LTH if they do.”

So on the basis of you believe I think you are a trader then you must NOT understand the fundamentals and must NOT be a LTH.

Please correct me if I am wrong but I thought you always claimed to understand the fundamentals and were a LTH.

I know this puts you in a difficult position as if you agree with me then that is an alien concept to being proved wrong.

If you disagree then that simply confirms you claim not to understand the fundamentals and not a LTH.

I am happy either way. So go on make my day by choosing either option

Morning Ruck,
I know I will be classified as one of “negativeness” by some on here and a “ realist” by others.People can make their own judgements.
However your comment about doing your own research is absolutely common sense to me preferably before buying but if someone chooses retrospectively then that is up to them.
Of course people who know little about a share will buy at the lows either due to TA or a catakyst such as a distressed seller out.
However these are more likely to be traders if they not understand fundamentals or additionally LTH if they do.
Certainly a reasonable enough post imo not to have it responded to in such a fashion but as always others can reach their own conclusions.

Peter/Nick,
Yep one of lessons is try and read these boards as a possible judgement of sentiment but try abd do as objectively as possible.
Just because a board is quiet does not mean a good story is not unfolding but equally it will likely need news to appeal to a wider audience.
As you say there is a risk of “ confirmation bias”. Bit like why you will often find expensive cars advertised in glossy magazines it is partly to attract new buyers in a certain socioeconomic bracket but also to reinforce behaviour and confirm why someone has already bought( post purchase dissonance).
That is why it is no bad thing to have a very bad experience on AIM and yes it can wipe some out or cause some a heavy loss and that is very sad but often it is the best way to learn a very valuable lesson.
So in the same way you should be never be swayed by a very positive or negative board or individual posters who constantly whinge or glorify always remember the only thing that matters is your individual decisions.
We all have different positions,entry and exit points,circumstances,strategies,experiences, leveks of knowledge etc.
Think of it as a big game of snakes and ladders but hopefully a few pointers.
A recent big raise so that removes one of big snake risks.CF has lots of skin in game so again is aligned in same journey as SH.
Nice diversified business which means not dependent on any particular sector.New recent contracts and possibilities of more so looks a few ladders around.
I could go on and am confident here but I know this space well and as I have previously said my employer signed a contract here earlier in the Year and that gives me a lot of confidence.
Plus some if the other big players who have signed here give me added confidence.
Will leave it to others to post some of the snake risks which I have not really found.
The only short term negatives is confirming that Acacia and any flippers from the placing are fully out and of course the general economic outlook which can affect motored general sentiment and summer liquidity.
CF has stated another big pharma deal will be done next month and I will look for that one. If he did not deliver for whatever reason then that would not be good but as he is a great communicator with SH I am certain he will update us in due course

Morning some wise advise being given imo.
Yep trust no one and check everything but a general point is those that seem more balanced are usually to be more accurate than ultra positive or negative posters

Morning Ray you are completely right in that SCLP is a research based Company and as Bermuda says it was a stated aim of the BoD for SCLP to move to a later stage drug development Company and to generate data.
The frustrations of many LTH on here is not the failure to open up new avenues of research for potential game changing treatments it is the relative failure to use the money raised to progress existing platforms/ generate data and make tangible progress.
Not only does this mean delays which allow others to catch up and overtake but dilutes resources which by the size of outfits like SCLP are limited.

Yep each to his own and we only compete with ourself.
Certainly never think of you as a competitor in any aspect of my life.

Well Assume makes an Ass of u and me.
If truth be told I did not bail but equally did not hold all until the £2 but even I am not stupid enough to have not done very well.
As I say we all have winners and losers and just hope the gains outweigh the losses.
I do believe focusing on share winners helps you win and the only focus on losers is to learn the lessons.
Have a nice w/ end

Yes Ruck,
Defo signs that he is well and truly rattled and think he protests too much.
As for me happy to admit we sold our caravan as down on our uppers and needed the cash to buy the yacht.Only joking we can only afford a day out at the seaside.
Remember sitting next to a guy at a Dinner once and he told me never believe anyone who tells you they are rich unless they have nice shoes.
This guy was wearing Church’s but claimed he did not have a penny to his name.
Mind you I should have recognised the Duke of Westminster.God bless.
I here Nana wears open tied sandals lol

As I say trust no one.
Inanaco said in other chat.

Gazza

I not the one posting about Lifestyle/wealth/ stability/cushions

probably because i don't need to ...

And then he posts about being worth a million.

Pure Ego driven hypocrisy.

I also crystallised a real profit in SCLP buying them in the 5s and selling them higher and sticking the money into Avct at 20p and you criticised me for it.

It is you that are heavily underwater in here and of course are not invested elsewhere or trade so you are well and truly hoisted by your own petard.

As for your other assets if you are so comfortable why did you gloat about all the extra money you got from the govt due to COVID 19 and made such a big issue about avoiding paying tax and bragged about it.

Ratty absolutely right.
We should not believe anyone and yes most people have an agenda.
Pleased you recognise mine is to try and bring about a more balanced discussion and consistency in posting and showing humility is in my experience good indicators of balanced behaviour.
But as you say trust no one particularly those with a totally imbalanced message