Member Info for miavoce

Might see 15p bid by COP.....

It was after the close WTP

Is our buyer back moping up whatever stock becomes available ? 550k at mid on Friday and 100k at mid just gone through....

Violindog - Scancell are not interested in doing an early deal for SCIB1 because the earlier the deal is done the poorer it is. Scancell will only do a deal when they have enough data to force big pharma into a deal that gives a great return for Scancell. They know SCIB1 is very good so why go early and cheap when you can go later and expensive ?

'I don't know, but would assume that before you can calculate mean PFS you'd need to know when all patients had progressed so perhaps they're simply saying that at 10 months in they can't calculate mean PFS because a/some patients still haven't progressed. '

That is how I read it Bermudashorts.

If we do get any news around the time of the AGM it will be pure coincidence.

Given that they have confidently reiterated 4Q I doubt it will be late 4Q so I hope to get results by mid Nov or earlier.

I sense that they are very close to the 27 responders and hence the confidence of a 4q read out.

Points that stood out to me:

Modi1 as monotherapy showing stable disease in 60% of patients. Bodes well for the ongoing combination cohort.

The deal with the pharma doing the 7 months evaluation has already been negotiated. The pharma will share the outcome of their evaluation with Scancell at the end of this year and they then need to decide if they want to go ahead with the pre-negociated deal by the end of Jan.

It appears that Genmab are pretty close to hitting the clinic which will trigger a reasonable milestone payment.

I think Panmure are basing their current valuation on the published data. I expect it will be significantly upped once the forthcoming trial results are published.

Won't need a fundraise I expect as we will get a very good partnership / licensing deal if the results are as we expect. IMO

It will be Tuesday 29th October IMO.

Hi Burble - I'm firmly of the opinion that when Lindy said SCIB1 has an 86% ORR in the recent podcast interview it was not a mistake and that 86% was indeed the ORR at the time of the interview and hence the ORR has maintained the high level we saw in the first 13 patients. I know that Lindy has since said it was a mistake when she said 86 and that she should have said 85 (as per the the published info about the first 13 patients) but I'm not buying that, I think she accidentally let the latest ORR slip out in that podcast and in later describing it as a mistake (in response to an enquiry form somebody) she is simply 'covering up' her faux pas. If indeed the ORR was 86 at the time of the podcast and this is maintained going forwards then the 32 recruits as of 24th July will be sufficient to give 27 responders, and if this is the case then we could get the SCIB1 results as early as the end of October.

One day SOON Rodney...........

Let's try that again...

If ORR has continued in the mid 80's % then I'm expecting SCIB1 announcement of 27 responders (and hence trial objective met) by mid November.

If ORR has continued in the mid 80's % then I expecting DCIB1 announcement of 27 responders (and hence trial objective met) by mid November.

700k buy just posted from Friday - looks like a significant buyer is still active.

If these SI trades relate to trading activity taking place in a dark pool then that is indeed interesting. Dark pools allow buyers (and sellers) to remain anonymous and dark pool trades are hidden from the public (unlike on LSE for example where the orderbook is visible). This allows positions to be built or reduced whilst minimising the effect of the buying or selling on the SP. Dark pools are typically used by institutional investors, hedge funds etc. who want to buy or sell large amounts of shares.

Cleanerworld, you may have missed it but there was a long conversation on this board about the podcast earlier in the week.

...been stuck at this for about 10 minutes - never seen that before, normally only happens for a brief period during heavy trading. Maybe something happening in the background.