Member Info for ratcliffewriter

If ever the term 'DYOR' needed an illustration, that video is it.

Given how famous the company is for slipping timescales, it's interesting to see that a safety committee review 'scheduled to take place in August' has presumably already been and gone before the end of July, last week at the latest, and most importantly has given the cohort expansion a thumbs-up. Normally when Scancell say 'scheduled for August' half the watchers think 'that means September or October' and the other half think 'August 23 or August 24?'

Does this earlier than expected move show positive urgency?

Also, the 10th July rns said they had recruited three patients for full dose Modi-1 in combination with nivolumab and 'Subject to a safety committee review....this cohort will be expanded to 21 patients in both head and neck and renal cancer.'

Today's rns says 'expansion into two cohorts of patients with renal or head and neck cancer who receive CPI as standard of care. 21 patients will be recruited into each cohort.'

Does that mean the numbers have doubled?

Any way up, it seems Scancell are at or pretty near the front of the queue for trial patients which is good for both sides.

Well noticed JB1 - Scancell running ahead of schedule is significant indeed!

That's a little harsh. I'm sure the reason none of the 'usuals' have appeared is because being pro traders they won't bother logging in to read Monday morning RNSs. They probably have a lie in at the start of the week.

By 'tumour regression' are they talking shrinkage in excess of 30 percent as per the definition?

That looks encouraging to me. But as ever, dyor and act as you think best. Different opinions are available, some more valuable than others.

While we're waiting EE -

https://youtu.be/sA-iF45pOlI

Agreed HH. The share price either reflects a company possibly running out of money with science that is going nowhere, in which case one may consider selling (or not buying, depending on one's position in the first place), or it has promising trials and science which may lead to substantial events which will propel the sp far higher, in which case one may consider buying some shares, buying more, or holding existing ones. But that's a matter of doing your own research and deciding from there. Simples really.

If there really was a 50 million offer of any credibility on the table, and it was SD's choice to accept or decline it, why would she still be faffing around for 2 years with some unknown start-up trying and failing to raise about 3 percent of that amount?

I said the other day that other ways would be found to undermine Prof Durrant - starting the 'problem' header and keeping it going was traditional, but par for the course. Whatever headwinds or delays there may be, anyone who has watched or researched LD's efforts over the years, and heard her present, and spoken to her in person, will know just how knowledgeable, dedicated and pioneering she is. And I can't see her recruiting a shed load of PhD scientists to assist if they were anything less than highly engaged and promising. Cossery can now step up the business side, but imo you ignore LD's credentials and knowledge at your peril. If you think she's anything other than a massive asset, sell up - free choice.

A shame so many wasted energy trying to undermine Lindy's integrity, but unfortunately I'm sure they'll try to find another angle of attack in a bit. Moving on...

AB - 'Now tell me that it's OK for LD to do what she wants. (I still hope it wasn't the CEO selling yesterday).'

Classic piece of fence sitting, and well positioned to have 'called it right' whatever the real facts. Very 'astute', but do watch out for those splinters.

There's a tradition on bulletin boards of stamping feet and demanding RNSs from BoD members (good and bad) for all sorts of things but basically, if required, they get issued. If not required then they don't. Never in response to an indignant or demanding post. So chill, sell, buy or hold.

And the bid went up after it, as it has with the previous 250ks.

Re funding requirements, I'd be alarmed if she'd said 'I don't think funding is anything we need to be aware of for now.' The comments about how much cash they have for now are hardly a revelation nor a cause for panic.

Makes you wonder if the better laying out of timescales and trial plans has deprived those who enjoy it of some uncertainty and made it less appealing as a platform for destabilising conjecture.

AB just wants to Aimbig. (Oh dear, there should be a space before 'Aim' and 'big' but I'd posted this comment before I saw the error)

'Matron! Fetch the spoon for C11 please.'

In context - the 44 percent are from a group where 'All patients had failed on previous treatments and their disease was actively progressing when they entered the study.'

I'd rate that as a massive advance on existing therapies.

Yes. But mustn't talk about it, or we'll wake the children up.