Member Info for moonparty

Genuine good news and news will reach a sider audience by tomorrow, plus a strong finish is a good sign.
I reckon a more gentle up tomorrow, maybe reach 19-20p, and get back in to the 20 - 22p range this week, maybe break out of this on FPD news?
It's very nice to see it go up, but I am hording my shares for much higher prices, so not massively affected by the actual price currently. The good news is welcome to reassure us LTH that things are happening as planned.
Good luck all.

James007, as far as I can see, not posted on SCLP before today.
Maybe do your research and provide some evidence for your opinions? You just make yourself look silly.

and understand the science, business environment and potential as well as most (except for a few star posters on this board). We joke about £10 a share, but IMO this is very likely. Just look at the potential - a novel and fully protected 'cure' for cancer AND infectious diseases. Lab results so far (and trial results for the original SCIB1 trial) have been astounding. Anything in the same ballpark in human trials and £10 here we come.

Now 15.25!

I hope you need to talk to other shareholders because you have discovered something really amazing?

100K at 10.8 for me :) Tucked away in this years ISA

Where does this "speculating on a buyout in 2022" come from?

Events likely in 2022:
- Covidity trial results. If good, should put a bomb under the share price. Next gen universal covid vaccine anyone?
- MODI1 trial - should at least start, and hopefully initial readouts. If good, should put a bomb under the share price. Cheap cancer vaccine for multiple hard-to-treat cancers anyone?
- SCIB1 trial - should get more patients dosed and hopefully initial readouts. If good, should put a bomb under the share price. Making the multi-billion dollar Keytruda more effective anyone?
- Glycans - progress on collaboration, possibly large licencing agreement or joint deal with major pharma. Could put a bomb under the share price.

Any one of these likely events could easily see the share price go to a multiple of todays price.
But, sure, more likely to be 6p or 0p or whatever crackins loaded dice roll says next.

Next time I need a random number generator I'll give you a call.

According to market maker witchcraft a 100 trade means "I need shares".
But only when it's a full moon :)

Should have said *pre*-clinical stage failure, apologies.

RR - compare the current situation to a burning building, lol. Bit extreme and not really relevant - a short delay to trials is common enough and is not, in any way, going to effect the efficacy of the drug being tested.

To be fair, I think the sp decline is completely explainable, but doesn't make it any less frustrating.
Most bio has gone down - understandable with the economic and political uncertainty prevailing. Add to that the trial delays and a few nervous / shorter term investors and the price comes down.
Personally, I think it's well overdone, for reasons already stated. Pre-revenue bio *shouldn't* really have been discounted by so much (IMO) as it is not so dependent on short term interest rates, disposable income etc.. and Scancell in particular are well funded so no risk of a horribly dilutionary placing. I understand discounted cash flow models and the like may reduce value as interest rates rise, though in Scancells case the future 'prize' is not easy to put a number on except to say 'huge' (pick your own adjective). I don't think we have ever been values by such methods?

AB - I think you are deliberately missing my point.
It's lower risk now, with the same potential, yet the market cap is substantially down.

AB - c'mon, the answer is pretty obvious, surely?.
Risk of manufacturing failing, risk of trial design and approval, risk of trial centre identification, risk of health & safety failure early in trial, risk of clinical-stage failure.
All these risks now gone.
Just to clarify - I'm not saying it's risk free, but a lot of risk inflection points have been successfully passed.

AB, It's 3 months delay that has almost halved the market cap - that's my point.
Trials take time - and form what I understand of trials, the hard stuff - i.e. getting past all the regulatory hurdles, getting the manufacturing in place, getting trial centres etc.. (not to mention developing a trial candidate in the first place!) is already done. Hence my frustration - there is less risk now than there ever has been, yet the market is treating us like a bio that is still in very early stages.

Fundamentally, SCLP is the same company with the same prospects as it was 3 months back when market cap was considerably higher than £91M.
It's disappointing that progress has not been as fast as we all would have liked, and a comprehensive update on the cancer trials would be very welcome, but Scancell have never been one to pander to bulletin-board investors.
At the moment, they are not worth much more than the sum of all money raised to fund the incredible science they have.
3 trials in progress, 4 platforms, 4 collaborations ongoing with major pharmas. Recent director buys, progress on covidity, progress on glycans, you can be pretty confident progress is being made on the cancer trials too, just not ready for RNS yet.
3 months delay to all trials? Is that really worth close to £100M off the market cap?
I find the markets so frustrating, but it's ISA top-up time in a few days - I shall be adding if the price remains depressed.

Thanks oldandtired, so the market is signalling the company write-down is too harsh.
Interesting, very much a binary bet on a speedy resolution to the Ukraine situation that doesn't inflict too much permanent damage on the Russian economy and/or prevent outside access to the Russian stock market.
Not for widows or orphans I guess, but some bagging potential if timed correctly. I will continue to watch for now..

Genuine question - this is on my watchlist, but I don't understand why it is trading at double the released NAV.
According to the updates the company has applied an (unpublished) markdown to account for the inability to value the assets that don't have an open exchange.
Is the market telling us this markdown is too harsh? Is there some other technical reason that I have not spotted?

Once we have mostly caught it and have immunity, does that open up the path for the next most transmissible variant that is able to avoid immunity/vaccines ?

This news is kind of a half way house between science and commercialisation - even more great science, but also:
- a new interested party in ' GlyMab'.
- implicit confirmation that the 3 existing interested parties are still interested.
News like this gives me the confidence that Scancell are still very much a coiled spring :)
The current climate is not good for biotech in general so not really a massive surprise at the muted SP reaction. It will move when it moves, and will no doubt take us all by surprise when it does.

Ha ha, you're right, must be colour blind... as well as pregnant :o

Thanks Berm and Burble - pretty much over it now, but still got a faint blue line on the lateral flow this morning.