Member Info for lofas

Exec my AI software and the result says
“Not today”

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.

With a few more (P for £ not pence…) Mercks make lots of sense. That’s folks for today…sorry to take so much space on the board, ATVB.

@ £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.

Gazillions…imho.

Indeed RP, Merck’s KEYTRUDA imo is why I think they are a serious contender. On paper it looks a very good candidate to go for SC.

#JPM23 Twitter hashtag

….and Merck pipeline is going to dry up in 5years when KEYTRYDA exclusivity runs out, how lovely it will be to purchase an alternative where product are covered by exclusive patents.

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.

Interesting, so it is possible but SC tool box has more efficient tools inside. It’s only £10B question what will happen next. It be a long queue if BioNTech snoozes.

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.

All will be revealed in the next RNS. All we can hope for is an outstanding trial outcome… the rest will fall into place.

Storm in a tea cup…let’s focus on modi delivering an outstanding result … and for an overseas offer baked with the help of our big investors which potentially will take the new platform across the pond. Somehow don’t rely on UK gov to take a sensible direction.

Partnership to develop vaccine based on mRNA tech, that doesn’t inspire with confidence that SC are somehow part of this initiative. Puzzling as if the ongoing trial is being pushed aside. Doesn’t make sense and to be honest I don’t know what to make of the news. Next RNS may give some clarity, but more important is to have outstanding outcome from the trial.

Well mark, great for holding on. I probably would have sold 10 time if I jumped in 10 years ago. Great if you had the chance to accumulate on dips, regardless we hope for at least 10 X from where we are at present. Wish you happy and healthy new year.

I tell you which side, the side that adds zero value to the ongoing debate.

And you mark after the in-depth analysis you have done, at what side of the spectrum you see yourself ?

Indeed. IMHO, GSK are not remotely close to the to get a platform/product where development cycle is almost done. with SC, we are all waiting for the official update. If it does what is written on the tin, then it’s exactly in line with GSK criteria. However the price should be significantly higher. Happy and healthy 2023.