Member Info for LochinvarLass

Knowlesie, I don't view Scancell as a day trading opportunity or get rich quick opportunity. I was merely pointing out pathways and another company's exit price. My brother worked for Genentech for several years.

My key activity for the next few years will be to move all my Scancell shares not in an ISA to an ISA to avoid taxes.

Don't click on any links from the charlietrader account - it's just a scammer tying to get you to follow his sm and up his "reach"

Bunsie, My top five pathways off the top of my head tonight are

research focus
licencing
clinical trials and testing focus
extend downstream as Genentech did
be taken over

There may be several others, but for me today, these are the top 5. There is nothing to stop them taking more than one path at a time.

BS, just popping in to say a big thank you for posting this as well as the subsequent post.

I know I'm in the "glee" club, but I reckon all here are lucky to have been at the forefront of this. Not only are Scancell ahead of many others chasing to be the first with a longer term vaccine, but they have an effective delivery system, which could be all the difference it takes to be a commercial success.

Someone asked about selling out eg a take-over, so I'll just tag on that Genentech was bought out at $95/share, which seems to make the number of shares in issue just under 500M (sold for $49.8BN). I believe there are at least 5 viable pathways for Scancell, and their future will be determined by the BoD, and the nouse and negotiating skills of their commercial director which appears to be the CEO.

HH, thanks you for that response.

Haven't been around as I've had visitors and they've seen 3 of 4 seasons in the last 24 hours. LOL Too warm to snow right now thank goodness.

I've seen a few times that testing for the correct t-cell generation could prove difficult, which I why I continue to believe that Scancell's approach will pay huge dividends down the line. I'm not sure how they have been testing the animal response, but surely there is a way to transfer that to humans, and another income stream for someone.

Isn't there another AIM CEO claiming they have a forward order book for the next 3-4 years plus? Not looking to discuss that here, but whichever firm gets to market first with an effective way to isolate the t-cells which can then be tested / use to develop immuno-therapies may have a jump on other competitors (not necessarily the same firm).

First trials of the Oxford vaccine will conclude in December.... It probably won't last as long as better 2nd Gen vaccines, but it will get those who still have a job the ability to be safer.

Regardless of Covid19, FBA stops at the end of October between the UK and the EU which will have a detrimental effect on the economy for many years.

Won't there be an interim report in October-ish, or did I miss something?

https://www.newscientist.com/article/2253386-what-are-t-cells-and-why-have-they-become-a-political-football/amp/

Interesting to note, even with 70K excess deaths in the UK in 2020, they only made it to around 10% out of 65% needed.

"Researchers have estimated that 65 per cent of a population would need to be immune to achieve herd immunity, based on how contagious the virus is. In London, antibody levels were about 10 per cent between 26 April to 9 August"

Here a bit about the T-Cell debate...

"However, a Swedish study that tested about 200 people, including some known to have had covid-19 and their family members, found that those who had been sickest with covid-19 had more T-cell activity. This suggested it was directed against the current coronavirus, not old ones, says Marcus Buggert at the Karolinska Institute in Stockholm, who worked on the study. “But we can’t say every single T-cell was induced by this new virus,” he says."

Do you mean Covid 19 is the only thing holding the economy down?

The FDA have set the bar for covid19 vaccines at 50%, whereas the WHO said a few months ago that they wanted the bar set at 95% efficacy.

I can't remember whether the WHO specified a length of time for immunity or not.

I think that is highly probable. The Oxford vaccine is two shots, a month apart. Without the 2nd shot, efficacy is very short term (7 weeks versus 11 or 13 weeks for rats - can remember the number).

The pricing will be interesting.

Hmm, an effective vaccine is all it needs. I believe that will roll out by end 2021.

As for the UK recovery, that depends on a lot of other stuff.

I'm being curious....

I know someone who is, which involves being at the research facility M-F and free on the weekends through to XMAs - Leeds is the centre where they are at.

Read this and thought about it awhile. Thank you for pointing out that there are a few others who are targeting an additional protein to help generate t-cell responses.

The other key point which stood out was the stark call for funding/investment to produce 100m doses rather than only a couple of million. I trust this is firmly on the agenda in Nottingham.

Is there any way to save posts for future reference? I'm ony aged smart phone, so I don't want to save it here.

Yes I know I can email to the link to myself, but I think the ability to save key posts would add value to this board.

Precisely the point I made, thank you. MD sold 1.5M and stalled the price rise, giving speculation that there might be news or downgrading their investment. Given the 25% pay cut weeks before, I wasn't surprised to see 4.5p options lapse, but I thought I saw one go through.

My preference, as a PI, would be for CH to raise the finance to purchase options or sell other investments to do the same so that it didn't indicate a lack of faith/send the SP into a tail spin again.

I am not his financial advisor, but I assume all options have been explained to him. If he was planning on using the ISA share ISA route, it would take about 20 years of savings and some growth to gather the funds to buy the 4million.

Obviously, all speculation, however in a year, with results from two trials in, I doubt we'll be bickering about views on this at this price level. Since gaining the deals appears to be the CEO's job with Scancell, let's hope he is able to gain the lion's share at the tables where it counts. (I haven't seen a commercial director, licencing manager, etc, title yet).

Hey there, here is the list of share options: https://www.scancell.co.uk/share-info

CH has 4 million in the bag at a cost of just under £400k. If it were me, I'd be saving my cash to buy them rather than in the open market at this time.

I don't know what other investments CH has, but I'm hoping he sells them/raises finance to buy his options.

It's far better than the situation we had earlier in the year when after a rise higher than now, one shareholder sold off a lot of Scancell shares. It was also followed by further sells, which may or may not have funded taking up the placement/OO.

Hi chester, just had a look at the various share options, and calculated that Scancell have a minimum of £3.72M of share outstanding, of which CF has 4 million total.

1 M @8.15
3 M @ 10.5

This might explain the wide range of BHF funded covid19 research. I'm sure there will be more to come. Enjoy is not the right verb, but I hope you find the link below informative.

A German study found that 78% of recovered #COVID19 patients, the majority of whom had mild to moderate symptoms, demonstrated cardiac involvement more than 2 months after initial diagnosis. 6 in 10 were found to have persistent myocardial inflammation.

Article link: https://www.scientificamerican.com/article/covid-19-can-wreck-your-heart-even-if-you-havent-had-any-symptoms/
Came across my feed from https://twitter.com/IrisSutterG/status/1301180904728129543?s=20

I just wanted to point out that Lloyds have promised to pay out the 2019 final dividend to shareholders.