Member Info for keiny1

Since the placing at 12p the PR from SCLP has been abysmal and I guess justifiably (market sentiment wise) the SP has slipped to this ridiculous level. All those that invested at the last placement should be rightly expecting better from the BOD to drive the communications and PR and therefore SP. Instead of forward momentum, we are getting a slide in value and sentiment when SCLP are arguably due some decent news before the year end. Getting more frustrated having no more spare cash to get some cheap shares as I used it for the placing....silly me !! GLA

Again no real positive spin on things, just the bog standard information. The BOD really do not care about the SP and Mcap of the company, which is very strange considering that the last funding option used was a placing and there is a possibility that a further one could be required down the line. The lack of positive PR, upbeat statements and general communication of exactly what is where is only ever going to hurt the market sentiment...therefore SP, therefore lower placing values...if that occurs again. Should have driven the SP last time round prior to the placing and either raised more or diluted less. It's baffling to say the least that the SP was once 3 times where we are today and we have supposedly come on leaps and bounds on the science and data!!! Frustrating ... GLA for the latter part of the year now!

* our not are ..oops

If only it was a done deal! We need some good news here shortly or SP will start to decline again.

NDA's are seemingly are worst enemy at the moment, but maybe if the BOD didn't agree to non-disclosure of data and or result related PR clauses it would A) make the majors speed up there DD and decision making process and B) alienate us PI's with a faltering SP and subjective market sentiment.

I'm all for giving potential partners close inside access to data and results as obviously that is what they need to make their next move....however I wish SAR could still promote and bang the drums a little bit more than they are doing! GLA

and a kick in the balls for all holders, but especially LTH's. We have already been through this process and it was on the hopes of it being a last dilution before wither milestone payments or licence deals would then feed any future research spending. I would rather they sell now of 5-10p than dilute and it be another 2/3 yrs for 20p p/s or Mcap equivalent. I do not feel that SAR have the requirements to take their products much further than they already have and thus need to be looking further partnership or a buy out. I was hoping to stay in here until there is a buy out, but a placing will further knock confidence that the BOD can actually get this to materialise. All IMO and GLA

Ii there anyone else who has just held their shares with the same broker since they delisted from AIM?

How do I transfer this holding to ASX to get them holding an actual value again? I was hoping they were always going to re-list on Aim or UK based exchange again. In truth I've been lazy in sorting bits out on this and need to get it done now.

Thanks

for SCLP as a whole job lot. Again we have a market value for similar IP and technology from Affirmeds deal and Sclp have 3 x the potential. Shows what a joke either AIM or NASDAQ are in terms of clinical stage valuations?? As ever GLA and we wait for the tree to bear fruit!!

Worth a read with the connection with Keytruda and CRUK

http://www.dailymail.co.uk/health/article-6103647/Is-Michael-proof-doctors-FINALLY-secret-weapon-beat-cancer.html

If we can p[lease break out of this latest range and get back to 15p+ in the next couple of weeks and then slowly climb towards the Grand Challenge result hopes... it would be magical :-). Really thought after the placing and with news to come we would be nearer 20p currently and aiming for 50p year end...put PR as ever has been less than enthusiastic, as has the market sentiment. Well hold for gold... GLA

Well from what we are led to believe SAR have and own, it really shouldn't be hard to sell for £200 £300m, as we are right now, considering the current spending in the sector. Sooooo lets just get it done BOD! GLA

Thanks for your thoughts - the waiting game continues for us all .

Inanaco

So with this understanding and opinion you have, why has it been that SCLP has had to raise capital rather than partner for the SCIB1 trial? Do you think that it is because they themselves believe the outcome will be leading class data and therefore do not wish to partner at a discount before they prove this and then sell for a much higher figure and royalty agreement?

And with the platforms, do you not think they should be using them to partner with numerous pharma as Biontech seem to be in order to speed up these areas of research while also increasing the company mcap and value?

Thank you

Ok.... so can someone with a better science based and overall market understanding help me understand what is so different between Biontech and SCLP? Biontech do seem to have a good pipeline, but have nothing passed P1 trials that I could see on their pipeline chart. With SCIB 1 going into P1/2 trials and the two in house platforms Immunobody and Moditope why have we thus far seemingly struggled for similar partnerships? Or alternatively where do the partnering deals Biontech have secured value what we have to potentially partner?

Thank you

To exit a company with Sclp apparent potential? I really think we need some clear and concise communication from the BOD on all programme updates and potential monetisation of all this great data and IP as it stands now. The SP bleeding how it is just doesn’t make sense and is not in the interest of the shareholders!

Potnak So if this is a successful treatment what market share do you think are we looking at? On a 30% we would be seeing £10m a year royalties with serious potential for uplift???... or are royalties paid from profit only? As well as getting the full £70m from milestone payments it is some serious money for Sars now minor play here! What do you feel is the timeline on this if successful 3-5yrs?

Thanks for the reply

Potnak

Do you think SAR may get the compounds ready for P1 trials and sell out, if so, what sort of figures would a fair deal be? I just think that although keeping trials in house gives better potential/value ultimately, I'm not sure SAR are really set up to progress much further than they are?

Thanks

*here ..ha

very thin hear, especially with the lack of positive PR behind the 'seemingly' good scientific progress. The BOD really do need to address this and be true to their previous words regards getting good value for investors. Right now I'd begrudgingly consider a T/O as low as £1p/s, which is ridiculous given the huge potential here, but news just seems to be standing still and hurting the SP....Or we are days/weeks away from a very good licence deal and just dotting the I's etc.....need an update of progress and timelines IMO to see where we are truly at, all a bit cloak and dagger at the minute. GLA

Come on BOD, get your finger out and bang that bleeding drum a bit!! It's not too much to ask for, to look after the SP and Mcap progress, whilst we are supposedly going into a transformational period for the company!! We may in part me here for the good of science and a step in the direction for curing cancer, but at the same time we have backed the company with our money, because we have trusted the science and the Bod to see this through. The science seems to be looking after it's self, but the BOD are not helping with any nervous or faltering investors with the lack of direct PR. Frustrating to see the slide again, was hoping this would be 30-40p by November, but not so sure now.