Member Info for ratcliffewriter

1.6 billion dollars to you sir. https://uk.reuters.com/article/uk-armo-biosciences-m-a/lilly-to-buy-armo-biosciences-for-1-6-billion-idUKKBN1IB1KW

https://seekingalpha.com/news/3355096-roches-doublet-therapy-fails-beat-bayers-stivarga-late-stage-crc-study

And a 25k black trade (a buy) at 12.65 just to finish today's list off.

F'naar f'naar

Hottie - Why don't you just post up 'I hate Inanaco' once a month and have done with it? Because that's all it is.

True berm, but some folk never let the facts get in the way of the next agenda eh?!

Wise? Or astute perhaps..?

At least thanks to Ptofessor Tosh we now know why trials are called trials. I'm guessing the numbering of the phases is a clue as to the order in which they are carried out. Perhaps one day he will illuminate us on that too.

If Scancell were producing IDO inhibitors I'd be worried. If they were producing car-t therapies I'd be worried. If they were producing checkpoint I inhibitors I'd be worried. But they aren't, so I'm not. And then I remembered Lindy saying any competitor would have to go down a completely different route. I'm very optimistic.

I clearly recall RG's presentation at the 2014 AGM when he acknowledged the excitement surrounding car-t therapies, but he said then that he foresaw problems with cost, side effects and their very individual specifications. He went on to explain the broader ability of SCIB. Time has proved him right - as I suspect time will show that a lot of the faith Scancell has put in its platforms has been VERY well placed. As I have said before, works of art take time, but I think the exhibition will open soon.

It is significant that in the Grand Challenge Scancell are focussing on head and neck cancer, glioblastoma, lung, and pancreatic cancer - all of which currently have a poor prognosis. Any small bio might try to tackle difficult-to-treat cancers in the hope of creating a headline or impressing an outside interest, but this is being taken on in conjunction with Genentech, BioNtech and ISA pharmaceuticals, and let's not forget it is chaired by Lindy Durrant. It's been said before, but to impress those three partners sufficiently for them to go out on a limb with Scancell is a huge endorsement. I know the sp remains in the doldrums while the OO is completed (yes I am taking mine up and more) but it is exciting to be invested in a company with such apparent startlingly innovative science - far better than riding a pump and dump with a nagging feeling that it might just all be hot air as happens in so many others.

Also worth looking up scancell on Proactive Investors and watching the various interviews.

the late declared trade of 25/04/2018 at 09:47:39 priced at 12.30 for 190,000 shares was a buy?

Ah well. One day Rodney....

Am I missing an RNS here?

Niet kamarad. Just evil western lies.

Judging by the actual spread and dummy buys/sells through the day, IMO I don't think you'll be far from the mark if you assume anything under 12.4 was a sell and anything over was a buy. The last two trades are very closely timed so look like a bed and Isa type of thing, and I'm not sure about the 10:43 trade at 12.35p for 83,750. I'm guessing at a sell due to the price, but then again that sort of volume was going NT all day, and far smaller quantities were not being bid above 12.32. Who knows? But what is interesting is that the buys today have to be either new buyers or topping up by existing ones who will presumably already be entitled to their 19-1 allocationin the open offer, and can put in for extra shares without certainty of getting them. Looks like there is some nice rumbling interest inthe share, and if buyers thought it likely to drop below the placing price they wouldn't be buying at 0.4 to 0.6 above it. (Other opinions are available...)

Many happy returns C7. You don't look 61 either. But you used to.

Perhaps I should specify plan 1 'commercial joining' term to 'Biontech exercising their option to take an early commercial option in their Moditope work, well ahead of the full term of the initial collaboration plans.' That sounds a little more specific doesn't it?

IMO there is a likelihood of one of two scenarios occurring - First - a commercial joining of Scancell and Biontech based on 1) the 'monetizing our assets' comment which was clear and unequivocal, and 2) the 'when' used in conjunction with the commercialisation of the Moditope collaboration with Biontech. I've said it before, but while a 'when' corrected to 'if' is possibly just a mistake, it is an odd one to make and all the more strange that having corrected it CH didn't just go back to the line of 'that decision will be taken when the results of the trial are available and Biontech can decide where we go from there'. CH was (imo again) rattled by his faux pas, as if he had let the cat out of the back and was struggling to put it back in. That, to me, would be a monetizing of assets and a 'left field' one too, in contrast to the standard 'Scroggs Pharmaceuticals pays x million upfront for SCIB1 and will pay milestone of y and royalties of z percent on successful commercialisation.' With the 'left field Biontech' scenario the prospect of an ARM Holdings setup looms...? 2) The second scenario is that I am reading far too much into this, and Scancell's strong independent financial position will see the company carry on developing matters with full hold over the IP and see what develops with potential partners and collaborators.But somehow I favour option 1, and the fund raising of last week just covers all eventualities of some anticipated or crucial lab result appearing, not appearing or being delayed or whatever? A prudent move anyway at this point. Just an opinion anyway, so what says anyone else?