Member Info for miavoce

Minor point Johnny but I don't think you can necessarily count biopsies as dead tissue. As long as the biopsy tissue is kept in the right conditions I would imagine that it can remain alive for some time (similar to organ transplants - tissue can be kept alive for a period outside of the body).

What about a couple of major deals...the SP will be driven by events such as those, it isn't just going to go to sleep for 12 months and ignore such events

They were quick off the starting block - bodes well for rapid recruitment.

Looks like it is using the original enrolment target (40) before the trail was expanded, I don't think it means 40 have so far been enrolled.

I quite like the presentation brief and no fancy waffle - doesn't say much apart from:-

- P8 looks like a good bet and a decision will be reached in roughly the next 2 months (under the current circumstances I doubt there would be much resistance from the regulator so I expect this will go ahead unless outstanding M&A opportunity presents itself)
- there are a companies out there with good assets but not enough cash to complete development, and we may well do a deal with one (or more) of these that will quickly be accretive to shareholder value

Looks like the next 3 months will be very interesting (and hopefully rewarding) for those that choose to buy or hold.

immunity=immunobody in post below

I believe that the company now has a very clear commercial strategy as follows (soonest first):-

1. Commercial partnerships for GlymAb in the Avidimab and ADC / CAR space (I'd expect deals in 3Q/4Q this year)
2. Assuming good Covidity results and SCIB1 results, sell or partner the immunity platform (worth several hundred million plus royalties)
3. Assuming good Modi 1 results partner Modi1 (depending on how good the results are could be worth up to a billion plus royalties)
4. Take Modi2 into the clinic and partner after phase 1 (again could could be very big money)
5. Take the TBC's through phase 1 and possibly further - once proven, partner these for big money
6. After this it will be a case of taking further products into the clinic and partnering once proven

Of course if Modi1 is successful we may start getting some very big take over offers (i.e. several billion) covering the entire set of platforms, so Scancell may not even exist by the end of 2023.

Certainly sounds like there are specific opportunities being looked at Johnny, rather than just wishy washy aspirations to establish commercial partnerships. Looks like they have decided to do the TCB in house and enter into partnerships for ADC and CAR - seems like a good strategy to get all 3 models running with early cash generation form ADC/CAR whilst maximising the return they will get on TCB's (which I guess they see as the most valuable).

Good spot. Maybe we'll see something announced sooner rather than later.

Scancell RNS's often tend to be slow burners - little reaction on the day but a gradual increase thereafter. Maybe it takes time for the implications to sink in.

Indeed researcher1 - it also validates the model that AN has described (a small number of large Pharma customers can generate a large number of contracts), and illustrates that CTC analysis must be adding value to the customer's existing trial.

'It's a small start but the CEO needs lessons in how to communicate via RNS's.'

Maybe it's you needs to learn how to read them ?

We've been a lot higher the the PoO was lower, and a lower when the PoO was higher so the connection between HUR sp and PoO seems tenuous ?

My random guess is that there is a big overlap between people who invest in oilers and people who invest in crypto, and the crypto sell off is causing these folks to sell off their oilers to cover their crypto margin calls.

Today's RNS seems to have been a slow burner a folks cottoned on to the underlying implications regarding:-

- pharmajet and covidity trial showing good results (pharmajet could only be considered to be working well if the immunological response for the vaccine was good)
- SCIB1 proving beneficial (hence worth progressing the new cohort)

Hopefully the momentum will continue as more investors realise the implications of todays RNS.

2 more after the close. Maybe this are the end of the big seller ? Looking forward to the production update in the next couple of days - have we maintained production at circa 9000 bpd ???

Possibly also indicates that early efficacy data from the SCIB1 trail is positive and hence worth progressing....

Lindy looked very happy on yesterdays Proactive interview and went out of her way to reference both the SCOPE and COVIDITY trials - would she have done this if signs from those trials weren't favourable ?

Maybe Lindy communicated more yesterday than just the words she used...

Shame to get the RNS on such an awful day in the market...

Given the apparent stabilisation of production at about 9000 bpd there could be several years of good production ahead of us. The complexity of assessing the amount of oil in a fractured basement reservoir makes forecasting very difficult.

Let's hope for the sake of the lady patient involved that Modi-1 works, otherwise sadly she probably hasn't got very long.

I'm thinking the same - social media blackout while something commercial is brewing ?

We could be in for a busy news period:-
- Covidity update
- Modi 1 FPD
- Glymab deal
....