Member Info for krafty1305

what are you looking for? we raised money for 2 years of trials and they are getting on with it, with Merck (Keyrtruda) and Gentetec having ringside seats. Short-term Ie this year potential Biotech deal and Grand Challenge result. I am pleased what is happening. Looks like you are missing the point.

i totally forgot about that. who is presenting from us. Who else is presenting, Didn't know you were in than too!. That is how I discovered Scancell. I wish Ixaris would get their exit sorted. What time is it?

What is the complication now, Trials work and we will have customers for our products, 2 year plan, All comes off or even just one and SP will look after itself.it has to be that way round.Those being edgy will just be looking to cash in along the way, Deals will be done based on trial results, with Merck (Keytruda) and Biontech/Gentech lined up. That was the basis of the last fundraising, So in next 2 years after years of what ifs we are reaching crunch time as everything will be based on reality not speculation, theories and hope. As I have always said no one has found the magic cure yet and everything is to play for so no point moaning and complaining as no one else has yet sorted it yet either. If SCIB1/2 and modi 1/2/3 actually deliver this could go anywhere with plenty of opportunities to cash in partly or wholly along the way for those who want to., It really is that simple,

I disagree, The next job is unequivocally prove the value then we do the deal

You are right. Basically Cliff said the deal after combo will be the value of say doubling the sales of Keytruda, So at that point it will be easy. And that of course is only the value of one deal and then extrapolate, But you have always said that,

i think Lampard is top notch. He is my favourite pundit and knows what he is talking about despite being a blue! only joking!!!

I have given you all I know and I understand. Only a layman I bothered to go and meet Holloway and gave you all I can.

Bermuda, all he implied as to put out there was if we doubled their sales was there was a serious discussion to be had. the target is 55% success, much lower than our pre-clinical data. So my interpretation is beat 55% success and it is game on. Of course he did not specify value of deal. what is the value of an additional $2bn worth of sales to them and what they are willing to pay for that is the deal sum in a couple of years or whatever.

Balerno..going back to back to Cliff's conversation last week, at present we do not have the resource for a large study phase 3. 22 Staff I think he mentioned, So it seems to go back to Inan's ARM model of doing several deals with our patented products proved in phase 2 with large manufacturers, . Though deals have not been done yet, Grentech and Merck (Keytruda) are lined up, ringside seats he called it,ready to step in when the results come in. So we take all the original risk and then cash in one by one, He said waiting till this stage increases deal value by 10 fold. When original SC1B1 deal was mooted vaccines were not in vogue, so a 1000 people trial was probably deemed too big a risk at the time., So the strategy changed to combo PD1 trials, And of course moditope after 6 years in ready to go.So i see it as just moving with the market. So hopefully a $1bn deal on each target for each platform. Multiple targets with 5 trials on each cancer to start with and the personalised Modi3 potential with the Grand Challenge to throw in the mix as well. One comes off, all will do very nicely out of this/ Multiple wins is where we come up with Sp in �s in a couple of years, Merck is valued at $150bn and Roche(owner of Grenetech) at $190bn, not quite the �50m we are today or even the highest dream valuation anyone has on here. These are good people to have in the ringside seats,

by year end we should have Grand Challenge and a relatively small Biontech deal in the bag or that was my assumption

you said what i said much more eloquently!!!

it's all about when one needs the money. If it goes north there will be plenty of opportunity to exit at whatever price you want to suit one's personal circumstances. When people talk about the higher SP I assume as I do that is the end game not tomorrow,

with grand challenge result and Genetech involved anything is possible, I would like to think �1 by end of this year, in 2 years if trial results are as expected, �5 is minimum. It is not rocket science, Combos being done with Merck's Keytruda, Gentetech and Biotech involved with moditope. so deals when results in lined up. The main reason for not being out is the interim stuff that might happen, CH talked positively last week to us and said a biotntech deal would be good for us in the TCR link up. so we have penalties to take, score 1, talking �s SP, score more sky's the limit, if immunobody and moditope trials deliver and challenge is progressed. So Hotwings there you have it.

phase 3 for SCIB1

Inan - This is what Cliff told me last week, In the SC1B1combo trial, as long as it works, we double the sales of Keytruda which is measurable, say from $1bn to $2bn so deal is easy to do and mathematically measurable with keytruda and other PD1s, Similarly with SCIB2 trial. A phase for a product like SCIB1 has traditionally had a thousand patients and takes longer and is a possibility after combo trials, but does not make sense before and hopefully that number can be brought down due to results of combo trial, So from the horse's mouth so to speak and just confirms what you have been saying all along.So all we now need is a positive trial!

everyone's panic about us being late is rubbish, No solutions have been found yet and the market is wide open for whoever gets it right.

TF. My point was the headline data and relationships got lost. they were in there amounts the technical stuff. All that matters surely is it works pre-clinically, incredible results of SC1B! trial, Why we are going for Combo strategy (IE working with major players) and turning their $bn product in to a multi $bn product. Size of market. Simple explanation of pre-clinical data of moditope, Getting results from trials and once in who are potential suitors and size of opportunity. May be why we decided to go it alone on fundraising (value difference) and finally only one hit of out our 5 shots for SP to fly.

you missed out Solanke. got a hatttick when you beat us in Youth Cup final and has now started for Liverpool a few times/ Loftus-Cheek and Christensen started in same game, So that is 3 of that side.

My gut feeling is that he would like to deal with Biontech as a stepping with the TCR project this year. He basically said it would be a very good thing. On the big deals he wants our results in the bag to maximise value.

my interpretation in what he said is it has been difficult enough to be become a development company from a research company as a R&D cpmpany, It has 22 employees. It is the big pharmas who are the mass manufacturers, marketeers and distributors of product (SCIB1/2/3 etc plus modi1/2/3 etc) and one needs a big infrastructure to do that. So whether Scancell continues to exist in 2020's I am not sure but it is not on the radar to do what big pharmas do. Which therefore makes Ina's Arm model very much still on the table.