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Thanks for highlighting that a downside exists, but it's not mentioned here because any halfwit can tell you that the downside of a small bio is a 100% loss. Most people here have that half of a brain and are fully aware, so no need to mention...it'd be like saying 'Do you know the night sky is black? The licensing and TO deals are currently for pre-clinical pipelines and yes $Billions have been spent by Major pharmas on those and this is what we are here for currently - hence the optimissim with the current IP and patent coberage SAR have with historic data being nothing but positive. GLA LTH's
Notalot - Best wishes also and anyone else currently dealing with a horrible disease.
Not really with you on that line of thought… sure if we had no RNS abs the usual steady sentiment today would not be bad but having had the RNS this IMO should be up. Trials have been know you stop before they’ve even started, so it’s still very good news, which I don’t feel has been included already due to the difficulties of recruiting and starting trials in the current environment. Looking for a 10-15% rise here in the next couple of weeks as further positions are taken by interested parties. GLA
Hi Pistol, thanks for the insights and notes regarding the event you were at all interesting in terms of how smaller pharmas need to think or set things up. The thing I cannot quite believe is that they know nothing of Scancell's work, being within the same sector and particulary, you would think doing their own DD and research into competitors and peers? Seems very odd, but anyway, they will hopefully be fully aware soon.. GLA, the trial data cant come quick enough now it's in progress!
It’s good to see SCLP increasingly getting more exposure and very interesting is the fact we are yet to be partnered yet still notes as one of the high potential hot bios at the moment. It’s inconceivable that multiple of the major pharmas have not requested at least an informal discussion on the potent licensing and timelines.
Great interview, the only thing I’d say is that I don’t think SCLP will be going alone in the later trials and expecting a license deal or full TO of Modi Platform.
Wish I could predict timelines on deals because I need to buy a house in the next 12 months! GLA
PR and RNS deliveries have always been dire, even when super positive, they do somehow dull it down. Here for the actual Covid news when it lands to value at least part of the pie and see what occurs with the mega cancer designated platform…. But BOD could do better! GLA, let’s get back up towards 10p with a piece of news that even they can’t dull down!
CrestEx, I can understand the thought however, if that was the case I think it may have included any info on Flt3 compound also, as well as a more upbeat forward looking 'potential' comment. I think the for sale sign has for sure been ordered, butt their not quite ready to put it out yet until either 1) signing a significant licensing deal on one of the compounds or 2) releasing top notch proven data from the first trials. We wait and see, what the next 6-8 weeks bring, I think something has to give in this time frame, ideally a bidding war :) GLA
Thanks Moneywise, well aware what is going on, been here a looong time and enjoying the last 6 months for sure. Just a tongue in cheek comment at the MMs really. Very relaxed but as ever, the sooner the better lol. GL
Violindog, hoping that £1 comes from the first meaningful commercial agreement… ideally .. or selfishly again I’m hoping $1bn valuations for each of Covid, Modi, Adivab really, but may top slice depending on that first valuation! Also hoping that there’s a full TO sooner rather than later… but I guess I’m getting a little impatient! GLA
Yeah agree with you Violin… we’ve been used as required and even then PR and Comms weren’t the best. I still hope to see a £1+ sp here so I’ll be sticking it out to at least the first commercial deal of substance to assess where it values things, and decide to hold, reduce or fully sell out. I’d prefer a TO tbh as it’s simple, but may not achieve the most value if a number of licenses were to be agreed instead. Anyway GLA
That the Sp didn’t move north a bit more a hold a 10-15% rise, but maybe we’ll see that tomorrow. Looks like news will be forthcoming as trials are recruited abs commenced following approval to run. Also interesting to read about the shell company set up and wondering what that’s all about. Possible it’s a start of separating the various IP and platforms for licence or TO agreements to come. We can hope, GLA, still anticipating the rest of this year to be positive as the Bod builds the commercializations possibilities into 2022.