The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Burble has articulated what I was thinking - is it just possible we are in a closed period? How else can you explain Lindy’s comment ‘I am excited to demonstrate the progress Scancell has made in this class of immunotherapies’ (at the annual Immuno- Oncology summit earlier this week) and then proceed to present data that has been public knowledge for months!! It doesn’t make sense to me other than they are constantly raising awareness at these conferences, but then again, are they not attended mainly by the same people/companies?? I’m probably just overly impatient!
Surely they are not regurgitating results from a few months ago?? I accept they are trying to raise awareness at every opportunity but I can’t believe, given Lindy’s comments, it’s months old data…..?
KonarA, just having a quiet beer and reading your posts of 16.49 which I appreciate is your “take” on the situation but it is well thought through and makes a huge amount of sense. Scancell must be sitting on a significant amount of clinical data and , as you say, there is no better place to present this than at the ACCR conference.
Just a quick question - if Scancell or another Bio has unearthed a “game changer” re cancer treatment how quickly could it be brought into general use? I have a couple of pals who are terribly ill and sadly it is probably too late for them , but we need to move “heaven and earth” to ensure these drugs are made available to as many people as possible suffering from this terrible disease.
Yes, always interested on your take on things Bermudashorts. I just wondered, most likely incorrectly, if there had been some development in the US which alerted Scancell to the fact they had not RNS’d this earlier, but as you and Chelsea suggest probably just an end of year tidy up. Just me “clutching at straws”!!
Violindog you are absolutely correct - there have been several positive bits of news etc over the past few months, yet the SP continues to fall and the current lack of activity suggests to me that nothing significant will be announced. I still believe in the science which firstly could benefit so many people afflicted with this awful disease and secondly those LTH (I’m a relative newcomer having only identified the company in 2019!) I will now stop complaining and revert back to “patience” mode!
To be frank I’m not expecting any particularly new and exciting news. There has been very little positive activity on the SP over the past few months which is very disappointing and perhaps supportive of my view. My worry is there is optimism for further positive news, it doesn’t happen and the SP falls further. I really hope I am proved wrong. Apologies I am being so negative but this share is beginning to wear me down and I’m too far ‘under water’ to sell up!
Initially I was WTF is going on but having calmed down I agree with JohnnyB1 there are some positives but, no doubt, this a tough share to be in!!
Pic12, I feel your pain - I’m down significantly also but keep the faith, I think it will come good over the next 12 months or so. If not we can only say we backed what looked like fantastic science and came up short - compared to the poor people suffering this terrible disease…..it’s only money!
Rigga , I tend to agree with you - I didn’t expect much movement this week and, so far, I haven’t been disappointed. Having said that the “ducks are lining up in a row” and it could take off at anytime. I’m certainly not going anywhere soon!!
I really thought we would see a steady increase in the SP leading up to the AGM next week - consolidated , yes but no real positive movement. I’m now prepared for positive soundbites at the AGM but no further data or concluded deals. Just a feeling, hope I’m wrong
KonarA, you are correct to a point - the Investor presentation was for existing and potential investors. Potential investors cannot attend the AGM! Perhaps as Vdog suggests they have no need for new investment - we can but hope.