RE: Crumbs12 May 2019 15:40
It's something that is easily overlooked, or at least maybe not accorded its true significance. As you will know RP, many a time you see a small bio with work that 'ought' to fit with a larger one, and on their bb you will see very genuine comments of 'Astra Zeneca/Takeda/GSK should be all over this one', but they never are. So the next big step is that they actually do show an interest. The bigger step beyond that is when they maintain an interest or increase it - as BioNtech have conspicuously done, along with Genentech and Roche who have Scancell firmly on the radar. Then add Ugur Sahin, Keith Flaherty and a good number of others, and the ingredients in the melting pot get very tasty. Moditope has been slow, but in truth 6 years of development and possible discussions is not an eternity, (it's a reasonable timescale if you have serious stuff going on) and during all that time the interest from respected outsiders has increased, as has the interest in oncimmunotherapy. We can guess at the future, but you can't deny the present. As I say, the company you keep is easy to overlook, and with Scancell being so very low key from a PR point of view it is all very subtle. Obviously the approach of the end of the collaboration period with BioNtech coupled with Friday's RNS make for interesting conjecture for the near term as well as the longer term. The mass dump of CF shares was a shock when it happened, but it certainly clears the air for a much more constructive path for the sp on any news or raising of expectations. Only now they are gone does it make me realise how much of a shadow it was casting, with a large pool of shares free to be drawn upon and sold into any rise - well that isn't an option now. I'll be interested to see what news next week and beyond may bring.