Member Info for keiny1

Yes, I was typing a while, getting broken off. Thanks for the reply

Sorry to hear that, sad news...hoping recovery and survival becomes the common thing with these new concepts being trialled and developed.

Morning, you have stood by the idea that Scancell is way undervalued because no one has grasped the full IP potential here and what this will/can lead too. Now I am not saying you're wrong regards the PI and II and therefore the market generally, but you cannot still believe that the big pharma doctors/researchers are missing the same thing here. It isn't like this has developed overnight and I am sure there are some of the big companies looking at Scancell and what they have with great interest. Therefore there must be other reasons why nothing has come via an RNS, especially since the company was ready for sale way back....so there must have been something worth selling then already!! Do you think that a reason there has been no official approaches may be because of the current tie up and challenge work with the other parties, and whatever now happens, they may have a first refusal/right for a licence deal or TO in place? I just don't think the thought line of the big pharmas not grasping SCLP concepts is very likely anymore?

Time for things to start progressing here, both PR and SP, therefore Mcap. GLA

So much for the hope of a progressing SP since raising and patent approval.... getting frustrated now with the lack of push from SCLP on the PR front to go along with the news we've had and the future plans. They do at some point need to be in a position to hold a much larger MCAP value to either list on another exchange or when it comes to negotiating any deals. That doesn't mean I don't believe in the science and potential to shine through at some point, but IMO a steady rise from here is better than sharp changes and the usual trading frenzy they bring when they occur. Anyway WDIK and GLA....it'll all come good one day!!

True, but it was 'official' confirmation for a positive part of the progress of Modi, but I should know by now that AIM and common sense are never aligned!! slowly slowly catchee monkey lol

Cant write this stuff!!! How do you value a company less now that a patent for potentially ground breaking science has been granted??

up to the grand challenge outcomes in November I would hope that a fairly consistent slow rise in our SP will continue to flow. 5% a week would see us at 38p come end of October and in a much better place to then capitalise on the hoped for challenge funding windfall and progressing these apparent on-going commercial discussions. On the back of the patent grant, any Pharmas wanting in on the Modi platform tech needs to come to the table to discuss a partnership! GLA

So they were valued at around $1bn before the TO..... How? Oh to be on a US exchange!!! I'd say on the back of that SCLP are sitting pretty good for �2 a share valuation ....will it happen?

That sort of SP would be good, but not great all current potential considered..... Not saying I wouldn't be glad of the profit at that level, but hoping for deals to come in the next 12months really!! I'll take a push to �1 this year, hopefully just from success in the challenge and landing a chunk of free research money to continuing the progress for deals / TO 12 - 18 months. Maybe optimistic, but if Lindy does scoop the top spot in the challenge it surely has to massively increase our validation and visibility to the big pharmas. But first things first and that's news next week regards OO, then hoping to head back to 20p+ in the short term. GLA

Roll on next week when hopefully we'll have a lot more to smile about! Who else is thinking that we should get a bounce back to high teens over a couple of weeks? GLA

Inanaco, you've highlighted the many positives, most of which I agree with, but this on one hand also affirms some of the uneasy or negative feeling that some have as to why there have been no official approaches for a complete takeover never mind licensing and partnership deals. The market will never see the true worth until a deal is there in black and white, but we are talking about highly skilled/experienced like minded professionals of big pharmas, not PI's. This is my only concern and disappointment.... could SCLP be getting too ambitious and single-minded in their approach to monetise the company and also progress the possible treatments for all involved?

Taken care of and then the potential grant from the challenge IMO the BOD need to make a genuine effort to increase the SP and MCap over the next 6 months...the science will look after itself, but the PR and Mcap growth needs a lot of work. Ideally getting back to 50 - 60p by year end minimum and realistically �1 range would help everything from market/investor sentiment to potential deal/partnership valuations.

The theory (that I do hope is in some way correct) that the BOD have not been happy with possible partnering or licensing deal values lacks some credibility due to no RNS for any offers does it not? If the BOD received an offer of partnership do they not have to disclose this...even if they would not be accepting? Or are they waving any potential deals away at the discussion stage before any firm and official offers have even been initiated by others? There is no doubt that the data that we (LTH and BOD) think is pretty dam amazing is for some reason not getting the same recognition from Big Pharmas. Why is this and why can we not have an explanation from the BOD? If they came out to say, we have and are in discussions with partners and are looking at a valuation similar to the XXXX deal then it at least gives us some confidence and also notifies to Big Pharma what it would take to get BOD to the table! Just a thought or two!!!

from the BOD would be good this week to either back up this funding method as being the right one for SCLP as a company and longer term. A large discounted dilution is always disheartening, but if this is to keep the IP and full ownership of the programmes that little bit longer for even better proved results. Although JC is investing �100K in the placing, a bit of drum banging would be appreciated also.

Thanks Bermuda, yeah I've seen a few bits of associated news. ATB

Are we expecting any news or comments from this meeting of minds?

get here with a TO offer.... !! Although I think because of the deal with Sierra it has probably slightly hampered what might have been a straight TO if a Pharma was interested... unless Sierra are thinking about it. Anyhow, just me getting a little bored with the waiting game, but I guess 'good things come .....' etc Hopefully!! GLA

Takeover wise I'd be happy with 8 - 10p in the next 6 months or so, but should they continue to progress the other lead compounds for another 12 - 18 months and have mile stones etc come in from Sierra I'd hope for double that optimistically on a TO. GLA, looking for the long wait to be fruitful in the short and medium term possibly.

On collab deals or an acquisition - It's not beyond the realms of possibility that a cheapish acquisition deal may be attempted... anyting between 100 - 200m is pretty cheap in this sector and would see sp value from 4-8p. Collab deal would probably spike dependent on up front and then maintain a lower sp therafter (higher than current, but lower than spike of even up front payment) until milestones kick in. ANyway looks like there might be some near term movement and that will then determine things further. It's been a long time coming. GLA