Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
'RE Zak Mirs latest analysis, he's seeing a price target of 22p by end of the month. Whilst Zak's track record is very hit and miss I do believe he called the last big spike correctly?'
I've just listened to analysis and he actually says 22p by end of next month i.e. September. If the expected Modi, SCIB and Glycan updates are any good he could well be right.
Bankfool - 'but a downward trending price is not an attractive proposition to anyone wanting to make an investment'
If I was going to invest in something that I think has good prospects I'd rather do it a low price than a high one.
Crumbs - Lindy must have known that Modi1 as a mono therapy may not achieve a cure, and equally she must also have known that Modi1 + CI could work better than Modi1 alone, hence the CI cohorts.
I think a major part of the psychology problem here is that patient 1, Trish, had such a great response that the failure to maintain this response level across other patients has has created the feeling that Modi1 has somehow failed.
In reality the achievement of Modi1 in late stage otherwise untreatable cancers is indeed very encouraging, and should the combination of CI and Modi1 be better than CI alone then Modi1 could well turn out to be a blockbuster.
I believe Lindy can see which which way this is going and she seems positive/upbeat about the Mod1+CI combination - maybe what she has seen from the SCIB1+CI has given her confidence....
WTP : This is a painful one for me to admit, but us LTH's were wrong, very wrong (obvious in hindsight)
I think you are wrong in this. I expect SCIB1 results to be good based on the messages about a clear path to market and iSCIB1 should make it even better. mAb's are looking very good with a commercial deal in the bag, another in discussion, and a new 3rd part evaluation underway. Modi1 making a real difference in Ovarian and H&N, and the CI combination study is just getting underway. And you have all this for a market cap of derisory £80m !!! Just because the market is currently absolutely rubbish doesn't mean that Scancell doesn't have huge potential which isn't far from delivering. I am very hopeful that Scancell will avoid the need for a fundraise through income from deals.
In the interview that appeared online a few weeks ago Cossery did imply that the antibody platform could be offloaded (unless I misunderstood) so perhaps the 6 month evaluation is a concrete step towards this ? It should certain solve any funding problems (I can't see it being sold for < £1bn) for many years to come and would enable the Moditope and Immunobody work to move at maximum pace.
Given the emphasis of the RNS on activity is being focused on SCIB1 and Modi1, what (if anything) might this mean for other slated activities such as Mod12 prep and the in-house progression of the 2 glymabs referred to in earlier RNS's ? Have these been put on the back burner for a while or is progress continuing.
Maybe they aren't bothering with fluff RNS's to support the SP because they know that the forthcoming news will take care of that (assuming of course that the next wave of funds are to be raised through a share issue rather than a deal).