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no DP, you just don't understand it. Scancell's whole purpose is develop and produce products to destroy cancer which are are now in live multiple trials. If successful, will transform society beyond all our comprehension. How is that not exciting. Recruitment is speeding up, safety is all good and for a bonus some additional income, equivalent to 6 month loss to help fund all this. They are full steam ahead. Based on one patient we know details about (with 55% reduced tumour) we willhave multiple read outs very quickly to hopefully back up the head and neck patient.
re covidity, lets wait till results are published. all it said was we are not going to do phase 3 itself which was previously disclosed
Keytruda's side effects are well known on here but at the moment its the best product out there hence the success. If annual revenues of $20bn for Keytruda doesn't focus the minds on what's at stake and possible for Moditope and also Immunobody in combo with Keytruda I am not sure what will. i suppose that is why i have taught myself to be more patient because the potential for us early shareholders are beyond comprehension with the current valuation t only £200mn ($245m) Remember there were early shareholders in Apple and Microsoft when they were worth nothing and look how they have done for example.
Redmile have done this before so not unreasonable to expect them to have a methodology and formula for these things from previous experience. Its the unknown that is always the difficult bit for us investors. I suppose it all depends on how much new news they have on how many platforms and how they feel it should be released especially to mainstream media. There could be 3 or 4 stories developing in parallel. So its not an easy task
how many similar patient reponses to the one we already have for this to fly. 3? 5? or next stage of trial. genuine question
fogetting for a moment on how everything is communicated, i think everyone is hoping/expecting exciting news from moditope trials at the very least on/by Wednesday. With Wednesday now in focus would expect a lift up now in anticipation as is usually the way before expected big announcements
he said so on here below
Yes my heart skipped a beat. Surely they would do individual RNS for big news before?
considering how excited everyone is about chemo without side effects with AVCT,which of course is incredible, imagine the reaction to actually melting the tumours without side effects. patience please. Their market cap is double ours at the moment so even in the very short term plenty of scope for early gains before the commercial activity
meanwhile another tick up this morning for now.
£ not $
£6 a share. That's £3mn for me tax free . that would be fine!
what is the sp for that
allan, 100% agree with you. we have on the surface a good relationship with Biontech. This slight delay in RNS in my contrarian view has had me wondering over the last week, there may be something bigger brewing whatever that may be. Positive Covidity trial plus good news on 3 moditope patients in the context of what BBC want to make a big headline about this morning is very big news indeed and needs to be handled correctly to maximise the financial benefit to the company in the short, medium and long term. Bad news would have to be realised more quickly.
that's not quite accurate. Based on Juno, biontech as example benchmarks if trials come off, which many on here are very positive about that should be where we are headed. Well that's the bet isn't it. If you believe in genius of Lindy you put the bet on which i have.
so if covidity results are positive and the suggested partnership arrives this will provide a rather nice boost to the SP. For me a key finding will be the side effects. So many are complaining of being knocked by the recent booster. Of course the hope is that Covidity will enable the world to be ahead of the virus and not behind the curve as we currently are. Lets just say the china crisis could be rather good timing for the sentiment for our SP. Of course this brings 2 benefits. Hopefully some cash to fund our vaccine development and AVidimab and our a higher SP for the launchpad as moditope develops.
it was me. just really noticing Moderna's $15bn market cap increase yesterday based on some trial cancer vaccine news
as did moderna investors who jumped in yesterday
i think we said the same thing but you are more articulate than me! My point is the PR generated by Moderna has put Cancer Vaccines on the map. we are a tiny bio with a £200m valuation with limited resources. But now the race is on and we are right in the mix. It is beyond me we won't find a partner for Covidity/Immunobody if January's results come in good. So now with that, moditope and any new deals for Avidimab is making things rather exciting for 2023. The key for me now is how are we going to maximise the value of what we have and get it over the line which makes the potentially 2 new board appointments all the more important. Aim is not the greatest place to be. How difficult is to get listed on Nasdaq. how would that effect us. Lots of big calls coming up and lets hope the BOD get it right.
I am a total layman regarding the science. But Moderna using their Covid science to develop a Cancer treatment proves what Lindy also worked that there is a cross over in the technology in developing the Vaccines. Considering how far down the line Scancell is developing their cancer solutions with Imuunobody and moditope and the results from the original melanoma trial which is now in a combo trial and the we understand our science to be better I think all bets are off in finding a lucrative partner for Immunobody and covidity. People do tend to follow rather than lead and nothing more to sharpen the mind that a major competitor of the big pharmas taking a lead. Scancell offers the chance to not only compete with Moderna but also to move ahead. So yes with Moderna's news I think the chance of a lucrative Covidity/Immunobody deal with a major parma in the not too distant future has increased quite considerably.The Covidity results in January together with our combo trial have become a little more important this morning.