Member Info for LochinvarLass

What is SCNL? This board is SCLP on LSE and SCP on Borse Frankfurt

For those interested, I also found this June report from The Lancet: https://www.thelancet.com/journals/langlo/article/PIIS2214-109X(20)30264-3/fulltext

Global, regional, and national estimates of the population at increased risk of severe COVID-19 due to underlying health conditions in 2020: a modelling study

The Findings section:

We estimated that 1·7 billion (UI 1·0–2·4) people, comprising 22% (UI 15–28) of the global population, have at least one underlying condition that puts them at increased risk of severe COVID-19 if infected (ranging from <5% of those younger than 20 years to >66% of those aged 70 years or older). We estimated that 349 million (186–787) people (4% [3–9] of the global population) are at high risk of severe COVID-19 and would require hospital admission if infected (ranging from <1% of those younger than 20 years to approximately 20% of those aged 70 years or older). We estimated 6% (3–12) of males to be at high risk compared with 3% (2–7) of females. The share of the population at increased risk was highest in countries with older populations, African countries with high HIV/AIDS prevalence, and small island nations with high diabetes prevalence. Estimates of the number of individuals at increased risk were most sensitive to the prevalence of chronic kidney disease, diabetes, cardiovascular disease, and chronic respiratory disease.

https://www.cdc.gov/mmwr/volumes/69/wr/mm6940e1.htm?s_cid=mm6940e1_w#contribAff

Multisystem inflammatory syndrome in children (MIS-C) is a rare but severe complication of SARS-CoV-2 infection in children and adolescents. Since June 2020, several case reports and series have been published reporting a similar multisystem inflammatory syndrome in adults (MIS-A).

The important point for me is the following in the Discussion section:

The pathophysiology of MIS in both children and adults is currently unknown. Eight of 27 (30%) adults described in this report and 45% of 440 children with MIS-C reported to CDC through July 29, 2020, (1) had negative PCR and positive SARS-CoV-2 antibody test results, suggesting MIS-A and MIS-C might represent postinfectious processes.

I'm definitely in the glee club. However, if you are risk adverse, you have no business investing in any UK stock right now, much less the AIM market. Better to liquidate and wait until you find out what the disaster capitalists invest in next year. It really is too risky, with the £ climbing back to $1.29 with simple market manipulation.

As for Scancell, there is little doubt of the efficacy of their product line. The only risk involved is the realisation of its value.

I don't consider it a technology push scenario. Rather it is based on user demand. For example, skin cancers account for more than 9% of all cancers in sunny states like Florida, and melanoma has no current cure (and yes, I've lost a relative to it). There is similar demand for their other product lines.

As for a covid vaccine, over 34% of Americans are over 50, and in the UK, almost 12m aged 65 and older. About 349m people around the globe are immunocompromised (obviously there is some overlap). There will be a market for Scancell's vaccine provided it can meet the quality control standards set by regulators. On that note, I'm not sure if the WHO is sticking with their 95% efficacy minimum in the light of the FDA putting the bar at 50%.

#DYOR and remember, there is now enough pent up demand for shares should they take a dip. I doubt we'll be seeing the placing price again. If we do, I'll be buying a million or more.

I have just read that several members of the administration who tested positive had their results squashed which to means we cannot trust the reported numbers at this point in at least two countries.

Without honesty in testing, there is no way to determine whether lower infection rates are a reality.

I thought the purpose of CTs was to give the vaccine, and test for antibody / T-cell production. They are not a cure. Why would rates of infection extend the time for a trial?

We often don't seem to fly until a few days after great news.

I'm trying to add more towards my target of 1M shares (eventually), and I'm sure others will want to add some more too before it takes off.

Re your tweet: https://twitter.com/Bermudashorts2/status/1311928690972950532?s=20

Because you started the tweet with "@", it won't appears globally - just put in literally any character in front of the @ so that everyone can see it. Hoping you can pick this up here as I can't DM you on Twitter. All the best.

https://www.themuse.com/advice/mystery-dot-the-best-kept-secret-on-twitter#:~:text=The%20Scoop,every%20personal%20conversation%20you%20have.

Sometimes it takes the weekend to catch up... Check back Monday...

If you are sharing on social media, feel free to tag any of the health journos who might like to lead the story. . .

I have him blocked for a reason. Life is short. Proving him incorrect (again) will be reward enough.

Just report posts if they break the terms of the platform's agreement.

If you nibble, then I think I went for the club sandwich approach... Still less than 1M and not likely to say when I pass that mark (LOL).

Apologies, I thought you meant share board, not Scancell's own board which can be found where they post their RNSs as well: https://www.scancell.co.uk/Blog/ViewCategory.aspx?cat=37&mid=30&pageid=24

Hmm.. I've never seen Scancell post a pack / presentation to this board. Perhaps you are thinking about sites like Proactive Investors who make available the videos/presentations of their pseudo "fireside" chats.

Moderna went up before they had a vaccine...

Thanks Burble, and yes.

I didn't associate SNG moment with a company. I was thinking more like A-HA!

I did look at the long list of companies involved in immunotherapies and decided there were far too many to track by hand.

Burble, thanks for the insight.

Another AIM share (which will remain nameless) stated in August that their forward order book looks good with quite a lot of interest for challenge studies earmarked for the next 2-3 years.

Help a daft lassie out... What does the TLA SNG mean? Off the top of my head random word associations

Spectacular Not (Just) Great
Snug Not Gross
Smug Not Genuine
Spooky Not Gentle
So No Gangrene

Why put a limit on it? The market wants what the market wants. Right now the market wants a vaccine.

Scancell has one. Moderna trebled their "value" in a few months even without a vaccine and are still up at $70 . . .

Hoping this morning puts things into perspective. My view given the info was that the covid news was always going to land this year/Jan 2021. I'm glad to see that that Scancell have brought timelines forward. ATB.

As for the suitors, the fact that Scancell is not hooking up for a fling could make the final deal even more valuable.

Choo-Choo Ka Ching indeed!

*bowl even.

TF Here is the link: https://www.proactiveinvestors.co.uk/companies/news/927851/scancell-holdings-plc-proactive-one2one-virtual-conference-927851.html Note the difference in how they are going forward with the Modi CT.

Skip to 19:39 to see the picture of the timelines. The host also brought back that slide at the end.

My view is that it's worth listening to this rather than moan about no deal news. I think it will more likely be Scancell who will decide who they want to build their future with rather than putting out a begging bow.