Member Info for krafty1305

Covid 19 has a long way to go. If the Oxford does not work it will only put us in a stronger position. As frustrated as anyone with emphasis on Oxford but at the end of the day it’s about finding a vaccine that works and if ours is the one our rewards will come.

But nothing like a funding rns together with a road map! Sooner the better to build on publicity of this week

Just seen scancell tweet. Cliff Holloway was on Ian King which is 9.30 to 10am

it was on BBC Breakfast so assume will be on the Iplayer. unfortunately do not remember the time

Did anyone see the piece on why Covid19 effects some more than others. Research being done by University of Nottingham/Queen Medical Centre. So UofN front and centre of whats going on which bodes well for government support for our vaccine if they are doing that trial

Pathetic point. BDO are the 6th largest accountancy firm globally with
1200 offices world wide. Yes we are all very very impatient for the trials to start but the recruitment at the beginning of the year plus this means something is afoot. BDO is very very good news

BDO are a top top company. Know them very well For me it is a big and positive thing,

JC said to me that they wanted front loaded deals which explains why they want to wait for results. The point is that shows confidence in what they expect the results to be.Has always been about the end game and that takes as long as it takes,

From what I understand the reason for GC delay is speculation. With all the uncertainty around our working relationship with all european partners pushing announcement back until January, which is only a couple of months makes sense when we will all have a better idea of where we are going Brexit wise, whatever side of the fence you sit on. It is such a big unknown makes sense to me.

The GC result is the one opportunity for a bit of hype whilst they are getting on with things, Suggested a photo opportunity with Mellman and the Biontech guy with Lindy. Good PR opportunity which must not be missed.

I was pleased went yesterday, it was the first opportunity for the BOD to explain in more detail the strategy face to face since the fundraising. I was lucky enough to have a chat with Cliff at Sharesoc a few months ago and the message then was consistent yesterday was consistent with what was said then. So now it is good results = good deal as opposed which in my mind is living in the real world, As we have enough money until 2020 they can focus on the trials with enough money to do these as opposed to rushing around looking for money. Very impressed with Sally Adams. I know some would be looking to sell out some on any short-term rise which may happen with the GC result but at the end of the day it was always going to come down on where the products work and if they do and as long as investors are prepared and can wait it could very well turn out very sweet. Simple sums really, Keytruda sales are $6bn. If our trial increases their sales by 10% to 20% do the maths on the deal on both SCIB1 and 2. If moditope works and we are working together with Genentech on Moditope 3 on the Grand Challenge, not exactly a bad thing we have Mellman onside already, So with Merck (Keytruda) and Genentech (Roche) with ringside seats (Cliff's words not mine!) together with and also currently working with Biontech and Cancer Research UK we could be in a worse place. So its a question of timescales and the day to day micro management on this BB will not make go any faster, Hopefully GC result and some sort of commercial deal resulting from the TCR collaboration some time next year will provide some light relief and push things northwards. A couple of us urged them to max the GC result PR wise when/if that is positive to help the SP.

I have always been of the opinion that we should take this as far as we can to maximise the value and been in the £5+ camp. My feeling now is that it needs a bigger company and budget to bring all this wonderful science to market and being brought out for a lower price would be a better way to go. Winning the Grand Challenge with Genentech (Roche) would create that opportunity and even £1 to £2 lock stock and barrel may be too low for some the continual disappointments of delays etc, a move away from continual SP and financial pressures could well actually speed up these groundbreaking platforms coming to market quicker which is actually what matters at the end of the day,

A posiitve GC result and all the consequences from that will turn this round. And of course this is all happening in Europe. A delay in moditope US patent is another black mark against the US division,

the problem in delays is the additional overheads caused by the delay. This matters when working on limited budgets and the consequential dilution every time there is a fund-raising and the delay in a positive SP rise due to successful results.

my question is whether is cutting unnecessary overhead releases more funds for more patients in trials. We were all disappointed in how small the US trial was.However I am prepared to accept that JC was may be bought in because of our relationship with Flaherty, Fargo etc and the US potential rather than the other way round but it just does not seemed to have worked out

my point is that in effect we were playing 'away' dealing with the americans. in retrospect would have been much easier, cheaper and quicker to build on what we have done successfully in the UK using same hospitals etc. of course it it came off would be a big win but it was risky.

it is every shareholders right to ask what they wish to and for the BOD to be challenged, For me the salaries now being paid to the BOD and the ineptitude of the US office have a lot to be answered for. May be they can not or do not want to be asked difficult questions due to price sensitivity but it is within our right to make it as uncomfortable as we wish and vote as we wish to the resolutions. I know Innanaco was referring to me regarding inappropriate questions amongst other people there but Evans was gone within weeks so some of us flushed something out. Anyway roll on the Grand Challenge result and landing that will solidify our relationship with Genentech (Roche) and in my mind our quickest win and will speed things along with Moditope. In hindsight our American adventure with Immunobody has cost us considerable time, money and focus and we were probably not just ready which is a real shame and a strategic disaster.

For me the key is still the result of the Grand Challenge in January. Not just the kudos of winning it but also solidifying the relationships with Genentech and Biotech and therefore hopefully a deal with both or either. Today's news does not reflect well as November was meant to be full of positivity with GC result and start of SCIB1 trial.

cliff told me at shares 55% response is the threshold FWIW

what are you waiting for