Member Info for ratcliffewriter

Not even a bit. Or is that tacky..?

On the equine theme, nobody want to bale I presume?

Happy clappy club accused of gelding the lily, Team Damp giving tales of whoa. Hay, who cares?

Looks like there's plenty of money ready for the right product:
Financial Times article - copyright obviously belongs to FT.com

The chief executives of the world’s largest pharmaceutical companies brought $1.4tn of dealmaking firepower to their industry’s flagship conference this week, according to an analysis by EY.
Yet few pulled the trigger.
Last year the value of dealmaking in the pharma and biotech sectors fell to its lowest level in five years, a 38 per cent year-on-year decline to $199bn, according to Refinitiv data.
There has been no pick-up so far in January, when deals often coincide with the JPMorgan Chase healthcare conference, which was held this week in San Francisco, California.
The UK’s AstraZeneca, French group Ipsen, Germany’s BioNTech, Italian group Chiesi and life sciences company Qiagen announced takeovers worth a combined $5bn — small change for the industry.
Only 66 healthcare deals have been announced in the first couple of weeks of 2023, compared with 247 during the same period last year — the worst record in 20 years, according to Refinitiv data. Overall deal value is down 27 per cent to $4.9bn.
In pharma and biotech, there have been 22 deals announced so far this year, compared with 70 over the same period last year, though the overall value rose from $2.6bn to $4.4bn.

'...company share price just to drop to 0.1p..'
To be fair, if it wasn't for the most recent 125:1 consolidation it would be below that.

Scancell's notification of initial results was buried in the RNS in a very correct but low key way. It was information that was already in the public domain that researching shareholders located, and the board had little option but to confirm or deny that the patient's comments were accurate. Fortunately for patient, Scancell and shareholders they confirmed.

So nothing to scrutinise in the public domain?

Nothing personal obviously, but I wouldn't let my email address loose in this arena - anyway, no need if you can find how many peer reviews of the 201 data there are (or anything relevant to the data since 2020 for that matter) and let the bb know, that would be very useful, thanks.

Rhubarbmk2 - you seem to have better connections with the BoD here. Could you pass on my query or at least find an email address that gets through? I have used the info@valirx.com one before without a problem, seems odd that it should now misbehave unless it or its settings have changed somehow.

Just tried to email this to info@valrix.com (as on the company website) but it seems to have bounced back.
Can someone else try and perhaps let us know what response if gained? Always better to ask for stuff from the horse's mouth after all.

'Hi Valirx,
Just looking back at clinical reports on VAL201, and I can't see anything apart from an RNS in November 2020 on the results of the safety and tolerability trial of 201 on 12 patients. However in that RNS it says 'Additional detailed analysis of the results will form the basis of peer-reviewed journal publications.'
Can you tell me if there have been any peer-reviews of the data form the Phase 1/2 trial please, and if so where do I find them?
Regards etc.'

Also (obviously) any information released has to be accurate - if a couple of patients have an unprecedented positive reaction to a drug, and as LD was quoted she 'couldn't believe it', then there will be a duty to check and double check to ensure the initial result isn't an anomaly. This means you don't release it until you are satisfied with the information to be disclosed. You wouldn't RNS if a patient said one morning 'I feel much better', nor would you then release a further RNS if by the afternoon they said 'I don't feel as good as I did this morning.' That's what certain posters have found so frustrating over the years - information doesn't leak and isn't issued prematurely, thus frustrating the more 'astute' here. Scancell will tell us when they're good and ready, but IMO that may well be sooner rather than later, relatively speaking.

Bishops are often clever at share buying of course.

'.....as the actress said to the Bishop.'

I would suspect that the quote only refers to the information in the public domain and verified - the 'partial response' verified and made public in the RNS IN November ahead of the AGM. Any further official disclosure is probably awaiting data from other patients to show (I hope) that the results in one patient are not isolated. Just imo of course.

While we're clapping in our happy way, I was struck by the comment LD made of '“I can’t really believe that result yet; we need to get more.”
There must imo be something exceptional going on, as the normal 'Scancell speak' would be on the lines of 'initial results are encouraging, and we await further details as the trial progresses.'
A proper shift in language!

My apologies - it's these damned twisted knickers, they are such a distraction.

And a covidity update due very early in 2023. Could be a very tasty Q1.

Correction - 'and in October 2018 Redmile invest heavily in Scancell' should read 'October 2020.'
Lack of blood supply to the vital organs caused by tight clothing probably.

Without fear of further cementing my credentials as one of the 'happy clappy mob' getting my 'knickers in a twist' (copyright dark side 2023) I was doing some casual googling and found this Biontech press release from 2018
https://investors.biontech.de/news-releases/news-release-details/biontech-secures-usd-270-million-series-financing from January 2018. It starts 'BioNTech AG, a fully-integrated biotechnology company pioneering individualized cancer immunotherapy, today announced it has completed a USD 270 million Series A round of financing. The Company previously completed a seed round fundraising in 2008 concurrent with its founding.
The Series A round was led by the Redmile Group and joined by Janus Henderson Investors, Invus, Fidelity Management & Research Company and several European family offices. The Struengmann Family Office, an existing investor in BioNTech, also participated in the capital raise.

It's a bit like an investment family tree - Redmile invest in Biontech, Biontech quite reasonably intertwined with Scancell, and in October 2018 Redmile invest heavily in Scancell after (presumably) an extensive period of scrutiny and due diligence. Now I know I'm only a happy clapper, but then presumably we all are here, and I know I am not the only one with underwear sufficiently contorted to wonder if the appointment of a new CEO may have some relation to either Redmile or possibly even Biontech. The links are far greater than to any alternative major investor or large pharma - don't forget, the redmile-led investment was pivotal to propelling Biontech into a global player. Are Redmile to be instrumental in such an event with Scancell?
(As ever on this board, this post is not part of any balanced or informative discussion, in keeping with the long traditions it has according to some)

Must be a hidden agenda then...