Member Info for miavoce

Company are expecting cashflow breakeven in 2026 so personally I am looking forward to the steady hare price progression that will occur as revenues double year on year and further contracts / products / deals / trial results are announced. I expect it will be an exciting ride from here on in having recently hit rock Botton waiting for the commercialisation to get momentum, which thankfully it now has.

Probably best to wait unto Scancell publish something themselves - then we know it is both relevant and accurate.

Hi Gloucester10

- headline results for the ovarian and prostate tests to be announced in 4Q

- new Portrait PD-L1 assay and one or more Landscape molecular assays expected before year end (these will then be used by pharma customers of the lab services)

- one or more new contracts, including with a big pharma, expected before year end

Yes, strong finish on Friday and good volume. Bodes well for Monday.

All the contracts are very profitable TG2D. Margins on the pharma contracts are well above 60%. The company as a whole is of course not yet profitable but revenue growth is now encouraging. The 6+ items of news expected before year end will, IMO, continue to drive the SP upwards as they will be key to future revenue growth acceleration.

Broomfielder,

ref 'but there is not the slightest indication of when the Co hope to see Operating costs covered. '...the company have previously stated that they expect to be cashflow break even in 2026.

Given the content of the recent presentation and the timeframes indicated I think we can reasonably expect at leat 6 sp positive announcements before the end of the year:-

2 x product launch (PD-L1 plus something on the molecular side)

2 x contract announcements, including at least 1 large pharma customer

2 x headline data (ovarian and prostate)

This is the absolute minimum I am expecting - hopefully we'll see more.

Would be good to enter 2024 back at the 50p level where we entered 2023 and without the risk of another dreadful RNS like the one at the start of this year.

Hopefully if we get good SCIB1 data for the Milan event we'll see an upgrade to the TD rNPV into the 40p+ range - not that it seems to make any difference to the actual SP but it makes me feel better :-)

Civility = Covidity. Thanks spellchecker.

Dracula1

'I held onto my shares through thick and thin, though the news lately Is a right kick. With All the extra Staff been taken on. What's going on?. '

Maybe things are generally going well with the trials and with the ongoing activity around the Glymabs (and possibly even Civility). Maybe we are about to get a very pleasant surprise ref SCIB1 efficacy. Maybe, despite the pessimism of some, there will prove to be significant value in Modi1 and further improvements that can be made based on learnings from the trial.

Hi Cleanerworld I did have a look but couldn't see anything particularly relevant, hence my question in case I had missed anything (wasn't being funny).

How so ?

Could just as easily be a pre-arranged sell and buy

'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.

Good spot JB1 - I wonder if this acceleration was influenced by the evidence of tumour regression.

Should be more renally attentive ;-)

Anticipation of forthcoming news, for instance when we get closer to the September event, is also likely to be a driver of the SP IMO

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.

Could be a little while before the contract news emerging (assuming one is agreed) - these commercial negotiations take time.

Maybe just me but I though that LD was a little unwell when she gave the proactive interview - the way she was swallowing at the beginning gave me the impression she had a sore throat.