Member Info for moonparty

It's not massive, but they do have revenue - £5Million so far this year, and up to $624 million over the next few years from the Genmb deal. People seem to forget that, but it's actually massive positive.

That $624 million is dependent on undisclosed milestones, so somewhat opaque and of course a discount should be applied, but our market cap is only £120M.

Genmab deal is arguably worth that or more just on its own, and that is a tiny percentage of what Scancell offer!

The sp is mainly down to AIM and a board that don't promote it, because they are more concerned with the science and end game.

It only takes one RNS and 15p is history...

AB, there was no sp rally prior to ASCO, so it's hard to justify there was any 'whipping up' of the sp.

Also, there was an RNS with important info about recruitment being completed in cohort 3, and approval + first patient dosed in cohort 4. In a typical Scancell underplay, this was hidden at the end of the RNS, but still excellent news.

I take your point Kashdog, but it depends on your definition of 'spectacular'.

I guess what really matters is what the industry makes of it - and they will judge by current standard of care - 60% beneficial outcome is objectively spectacular by the current standard of care.

1. The very early read showed 100% response rate in delayed-type hypersensitivity which indicates t-cell response - i.e. the immune response has been activated.

2. More than 60% showing a positive disease outcome after a very short period of time.

3. No notifiable adverse reactions

4. Absolutely no indication that Scancell are intending to do a fund raise - imo, they are 100% confident that this will not be necessary.

What an incredible result. It seems odds-on that a very high percentage of the patients will benefit from the treatment, and even if it is only 60%, that is still an amazing outcome!

Oh to be a fly on the wall in Lindy's office this week. The phone must surely be ringing off the hook.

What amazes me is that Moditipe is actually a 'free carry' as Scancell is surely worth more than it's market cap on immunobody, glymab and avidimab.

News might even come tomorrow?

Gives a chance for it to properly sink in before next week and time to get picked up by weekend publications.

Well done, can't believe we are getting an opportunity to buy at this price, with all that we know, and all that is to come.

Fickle thy name is AIM!

It seems highly likely the the ots treatments BionTech are looking at are Scancells - in fact we know they are interested because Lindy said as much at the AGM.

I'm pretty certain trial participants have been asked to keep off social media - the stakeholders would, quite rightly, want to control when, where and how information is released, and do it in a proper and correct manner.

Not (currently) a holder, but if they are in talks with several companies, they probably don't want to disclose financial information, as it may impact the other negotiations.

I've been watching from the sidelines (and watching my Calidus shares bomb!).

Undecided whether to buy some now - the Togo saga has the beginning of an end, though a cleaner result, like a full and final settlement of $10M or something, would have been better. I have low confidence that the full funds due will actually be paid - at least not without massive effort from Keras.

So now the blue-sky has gone, it's just Utah, which certainly looks less risky, and easier to value, but is it worth £4m market cap? Really need an update to decide that!

I agree that Scancell are almost certainly not the originators of this article - most likely it is a reporter or the Clatterbridge Centre. All publicity is welcome though.

Scancell itself will have absolutely no problem getting mass media coverage if results like Trish's are replicated across a good number of the trial participants.

They could probably push for better coverage now, but are waiting for more definitive results in a meaningful (i.e. statistically significant) number of patients.

I think exercising options would be an RNS? As it would be funds coming into the company.

AB, text is an imperfect communication, but I really don't think anyone was mentioning such things without tongue firmly in cheek, and some of the stuff that goes on on the other board simply does not count as evidence of anything.
Lets try and look forward rather than dredging up the past. We have excellent results so far and more to come soon, which hopefully will be equally impressive. There's a lot going on here, and at the risk of being quoted in 2 months time, I am every excited by the prospects :)

"Hence anything less than 100% not only cure but disappearance of tumors would probably be underwhelming for those who believed the rather more excitable claims."
Come on AB, nobody proclaimed that, in fact most proclamations were that the results were very good. Lets try and keep it real.

I expect further tickups this afternoon - unable to buy 50K on auto, can sell 100K+ at close to mid.
Slow day at work, I've time to play.

And the price ticked up as I posted :)
It's a sign!

It is a scientific conference, yes, but my understanding of these events (albeit first hand from other industries, no experience in pharma) is that it is where connections are sought, deals discussed, gentlemen's agreements made etc..
So, completely agree, the primary motive is to share science amongst scientists, but there are additional reasons for attending, and the stage at which Scancell are, these other reasons will be a big factor. IMO.
So perhaps there was too much excitement on this board, perhaps not. We will find out soon enough...

So, it seems there is still plenty of interest from buyers (possibly from the Vulpes note last week?), and sellers - probably traders selling out on lack of meaningful news... yet.
Very tempted to top up, but perhaps I'll wait till tomorrow.

Sorry, meant 18.1 - 18.3

this am.
Can sell and buy in decent quantities (via my broker, II, at least), and the real spread is approx 18.2 - 18.3, so quite tight.