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Commercialisation???
SC is 40 folks company there is a limit to what these brilliant limited amount of folks can do. Don’t think giants like Mercks and others will wait. That is why I think deal must be to wrap it up….IMHO
Re : Merck…already regurgitated from possible directions. Same for BioNTech in relation to SC.
Mind you , sone folks did not view the Merck interview as breaking news. So far it’s yesterday’s news and we are still waiting for LD’s update.
The fools are stepping up their game. Whereas before they concluded that SC’s price can go up and down, today they recommend the following :
“Despite all these negative thoughts, if I had a spare £1,000 available, I would buy Scancell shares.”
£1,000 that’s a start…I recommend the read the below post from Kash.
@ £10 a piece, Merck will recover the TO cost in less than 4 qtrs assuming the current grids KEYTRUDA qtr gross revenue that if I’m not mistaken stands on tidy sum of $25B. With new set a patents they will be laughing. All the way to the bank.
Merck $170B company are looking to enhance their portfolio concentrating on the science to deliver cancer vaccine which work independently and /or works good /compliment KETRUDA. To me that implicitly saying that he is looking to bring SC under his wings. Interesting to know how BioNTech will respond. £10 piece may not be enough to purchase SC tool box…all of cause if it does what is written on the tin….and we have enough in the public domain to think they might.
Chester, ditto.
Pending SC update, it’s likely that BioNTech have some advantage on other possible big players/hedge funds and if what we are thinking is going to unfold, than Redmile will undoubtably be the glue that will be required to cement the transaction. They know all the key players and have a direct line/update to SC progress.
Now (this is the bit I’m speculating on)…BinTech will need to acquire SC’s tool box in case of developing their mRNA solution. With pending legal issues, and providing modi platform delivers, it would be logical to have you own vaccine based on exclusive patent, simples.
WTP, interesting timing for all of this to surface. It also could’ve saying, mr gov hold the door, you have an ongoing trial in your back yard, not mRNA based solution, proven safety, increased dose indicate this is the case, cost effective less complex to manufacture and transfer , possible Alice in wonderland results and non toxic. I get the point the gov needs to show collaboration with sting financial backend , however it doesn’t make sense to have a development cycle based on mRNA tech unless there may be some ingredients that can be taken from SC tool box. On the other hand , maybe this pave the way for TO , personally I can see myself supporting this outcome for £10 a piece which will be £10B in total, s very reasonable conclusion. ATVB.