Member Info for ratcliffewriter

Better looking at it as a projection based on past performance. He was right about the last two wasn't he?

....but probably more reliable, and better value.

Uncanny - you say 'funding until autumn'. Care to have a bet on that?

So what is "the obvious" then?

Freddie - you said 'just opened the link....don't think I need to remind anyone of the obvious...' Presume you are implying that anyone not actively ramping somehow commits an offence?

Freddie the link deals with criminal offences, not debate and differences of opinion. You are, I suspect, misinterpreting the legislation to assist your own ends.

Because, Kain, that's how it reads to me. But please explain if you think those conclusions sit differently with a company with a market cap and cash burn like this one.

Sounds like a good few years and a lot of money needed to see if there's anything worth commercialising there. Looks like plenty more placing to come, but probably only a couple until the next consolidation.

Who knows? May be the 'left field' comment will bear fruit in a lucrative way... Just pondering...

It's like a village football club giving its endorsement to a new England manager.

If there was even the tiniest outside chance of any money whatsoever coming anywhere near this company it would have been mentioned in the RNS. It does seem a curious one to put out, but I can't see it heralding a placing again quite so soon.

There's some massive money kicking about out there - Credit Suisse's Vamil Divan says Bristol-Myers Squibb (NYSE:BMY) may be the target of a hostile bid before its $74B takeover of Celgene (NASDAQ:CELG) closes, adding that an offer may appeal to shareholders who are unhappy with the deal, though many barriers exist for a would-be suitor.The short list companies that could swallow a transaction of this size include AbbVie (NYSE:ABBV), Pfizer (NYSE:PFE) and Amgen (NASDAQ:AMGN).Source: Bloomberg

Nice to see a new poster putting their views up, especially a poster who isn't obviously a contrived name, lately created just to ramp up the mythical optimism on this board, like 'SlaterON' was. So welcome, Valintheblood.

Is that 'drip drip' in isolation, or by way of comparison to a different share doing a rather massive and prolonged 'kersploosh', followed by a settling on the bottom of the pond before sinking into the mud.... ?

Interesting thoughts to ponder in this one. May not be relevant, but always fun to consider. https://seekingalpha.com/article/4231701-celgene-deal-means-biotech-sector

Sleaking of Slater, what's happened to the poster SlaterON? He seemed new, keen and supportive of the company. How come he hasn't posted after his initial enthusiasm?

I take your point DA, and it depends on what CRUK are looking for and what they think should be developed next, so on that basis the result could go to any of the finalists. However, on the other hand they and any backers will be looking for the best scientific return on any financial outlay, and I do think Project Blueprint has the best chance on that front - and if I thought otherwise I'd say so!

It's not knowledge of Val, it's knowledge of how the law governs director buys. There are recurrent assertions here that deals, joint ventures, buyouts or whatever are imminent, and yet the board bought at the last placing which would mean they either broke the law or there is nothing of any commercial worth being discussed either in detail or outline. During all the many other placing we have been told that 'the bod can't buy because they are in a closed period, must be in discussions.' So if you or any other can tell me how this time the board can buy without breaking the law, and are also in meaningful discussions with commercial action looming, then I'll gladly invest. But until then something doesn't smell right if the rampers are even remotely correct.

How close to commercialisation can 401 be since the board are allowed to buy shares?

Add into this mix the fact that Ugur Sahin is a member of the Grand Challenge team, and is Co-Founder and CEO of BioNTech. Then include Ira Mellman from Genentech in the equation and I think it is perfectly reasonable to be pretty optimistic about Scancell generally, and the implications of these companies' involvement in the GC.