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Human nature is very strange.
When news is theoretical, the sp reaction can be massive - it's easier to believe something will happen if it is at some undetermined point in the future.
When it is real (which it is rapidly becoming at this stage), the sp reaction is more muted.
Human psychology at play - when it actually happens, it is a major paradigm shift and the initial reaction is disbelief. People making caveats and assumptions about it, often in contradiction to the evidence.
It takes time to adjust to change - a quick google tells me it takes 66 days to fully accept a new reality.
So maybe, somewhere between £2 and £24 in 66 days ?

RR, it's really not, if modi works there are fast-track protocols, and phase 3 trials can be fast, with money.
What price Modi, if Scancell were to sell, if it melts tumours? £10B, £20B ?

Could be news due on more modi patients progress - one has been assessed already, the others from cohorts 1 & 2 must be being assessed also?

Nice post RR which I largely agree with.

However, I disagree with this:
"No one on this board supports a valuation of £8 let alone £12. A few days ago I specifically asks if anyone did support £8 and absolutely no one did."

Silence does not equate to a No vote - a lot of people simply won't respond, especially to the more aggressive posts, and/or just miss posts in the noise.

I for one think £8 or higher is achievable, given success in all platforms, and assuming Scancell can remain an independent company for long enough. Serious danger of a take-out for less than that though.

Not me, but I do agree!

I wonder if they present this news in such a way so as to allow the scientists and LTH'ers to get in ahead of the crowd :) :)

Very reasonable post c18. I am a lot more optimistic however.
I think with what we know now, the current valuation should be closer to a billion than zero, so definitely over £500M.
Not going to do a lengthy post on why, but todays news on tumour shrinkage is massive (though subject to the usual Scancell obfuscation) and just the moditope news I have been waiting for.
I have added to my holding today, and will continue to add as funds become available at this price.
GLA

Posts crossed!

I appreciate this is somewhat pedantic as cohort 2 received the full dose!
Very encouraging though that the very first to be assessed had a response :)

Bermuda, I think it is the first to be assessed from cohort 2 with the partial response, as the patient from the full does has not yet been assessed, as only just been fully dosed ?
"All three patients in Cohort 2 have successfully received two doses and the injections were well tolerated with no safety concerns. Encouragingly, all three patients showed a delayed type hypersensitivity response to the vaccine, which is indicative of a T cell response, and the first patient to be assessed has shown a partial tumour response at first radiological reassessment"

The deal just signed could net Scancell over £600M plus whatever the upfront fee is plus ongoing royalties on sales for ever!

And that is just one fifth of one platform out of 4.
So 20% of one quarter, which is just 5% of the whole company.

And there is a very strong argument that the other 3 platforms are not equal - certainly Moditope, if/when proven, will massively eclipse the other platforms.

And, the one fifth figure is probably too high, as the platform will produce many more Mab's than the current 5.

So, £600M (plus royalties) for an extremely small part of the whole - let's say 5%, though that is probably too big.

Makes the whole "worth' £12 billion.

It might be quite straightforward - Calculus have already notified of a reduced holding. They could still be selling - who knows why when they have held for so long, possibly they need the money to support high withdrawals? I've not researched them - are they selling other holdings too?
They have been long term supporters of Scancell so hopefully they will have reached their target by now with the liquidity of the last 2 days.

Not a big supporter of the 'soemone is controlling the price' conspiracy theories. Especially when there is a much more obvious reason.

Validation of science by publication and peer review: CHECK
Validation of science pre-clinical lab work: CHECK
Protection of IP worldwide: CHECK
Validation of science in human trials: Partial check for original SCIB1 trial (1 out of 4 platforms). Human trials for others in progress
Validation of serious commercial interest: CHECK
Validation of Scancell's ability to pull off a deal: CHECK

Today's news has provided the last 2 in the list. We currently have a full house - the royal flush will come with the trial results. Very exciting times, and I'm personally holding our for an SP in the pounds, not pence :)

I'm very much in this camp when it comes to trials. No news until protocol-defined inflection points is what we want. Any news prior to this is likely to be bad, of the patient adverse reaction kind.

Would be nice to have some good news form Mabs and Glycans in the meantime though...

Could be, but if results weren't looking good they may choose not to replace leavers.
Recruitment of permanent staff is not the action of a company who has doubts over cash flow.

Could possibly be a sell, if an MM has a background order for, say, 'buy me X million shares at an average of 15p or less'.
The said MM might bid strongly for a large number of shares?
Whatever the reason, a large transaction above the current offer is very positive.

on the website yet
Presumably everyone is so busy comparing the deals they've been offered they haven't had time :)

The last trade of the day was a 147 buy!
If that's not code for 'ready for take off', the MM's have no sense of humour :)
Have a good weekend all.

It's all but impossible to stop people talking.
If Moditope is working, some people are getting better.
Innocent talk soon reaches someone who knows how to capitalise on it.
Why else such a rice on no news in a pretty torrid market?

To be fair, any news stories release today are going to get lost, in the UK at least. Wonder how many companies / institutions are releasing bad news today?
Maybe next week for a Scancell progress RNS, as everyone's had a week back at work after summer holidays etc..
That should be enough time for all of the third parties involved in the trials to kick back into action.
Also a good week to release news, as everyone is back at work and focussed, and stories will get picked up.