Member Info for ratcliffewriter

And the remaining 35 percent are inaccurate.

Another useful link for those kind enough to have a whip round at the AGM perhaps -
https://www.skyscanner.net/transport/flights/uk/th/211126/?adults=1&adultsv2=1&cabinclass=economy&children=0&childrenv2=&inboundaltsenabled=false&infants=0&outboundaltsenabled=false&preferdirects=false&preferflexible=false&ref=home&rtn=0

Surely it could be very tempting to Merck to adopt some form of partnership/deal in relation to SCIB1 if it enhances the efficacy of Keytruda significantly. How difficult would it be to turn down the chance to improve on your biggest earner, presumably with restarted patent dates, and go way ahead of the opposition? (Until Moditope comes along and threatens the empire of course, but that's another potential development)

It's been a while coming, but when LD is quoted saying 'we believe that SCIB1 administration in combination with an immune checkpoint inhibitor such as pembrolizumab [Keytruda] has the potential to offer greater efficacy than when either agent is used alone' it's worth noting the implications of achieving that potential. Working with keytruda to outperform it - if it does what it says on the tin so to speak, the implications are enormous. If it doesn't, we'll there's just covidity, moditope, avidimab and immunobody to fall back on. And the mod1 trial starting soon too. Looking good imo.

Roche ending collaboration with Atea on COVID-19 candidate; Atea down 10% (updated) https://seekingalpha.com/news/3771674-roche-ending-collaboration-with-atea-pharma-on-covid-19-candidate

'Careful now' as Father Dougal would say, talk like that will have them frothing at the mouth on the dark side.

Stop stirring about Redmile - you are making a twisted reference to their actions with Redx pharma (I think it was) where a single very large shareholder had to offload and there were two choices - Redmile had to take over or the company would fold. You know as well as anyone that predatory actions such as you allude to is not their style. A shame to see you post like that as you are normally far more straightforward and informed.

Not sure how to copy it up, but sclp just tweeted about the importance of post translational modifications stuff.

8 quid a share obviously.

Given that it's Sunday afternoon and his post ends with a question mark, perhaps it's just wondering in print (that's like wondering out loud, but written I suppose)

Not that I 'do' twitter as such, but I see that Scancell finally has over a thousand followers - 1001 just now. It may drop a little as things ebb and flow, but an interesting indication since the days of about 250 followers Not so very long ago. Every little helps....

I'm quite equanimic as far as CEPI is concerned - if they give sclp some money then all well and good, but it seems sclp have enough momentum, cash and connections to progress the covidity trial on their own without a problem if CEPI is more prone to funding pre clinical stuff. We shall see.

U wonder if there would only have been a couple of posts if Vulpes had sold a similar amount? And who would they have been from...?

Interesting to hear direct from LD that they were opting out of potential "low value licensing deals". Presumably the advent of Redmile transformed things so that instead of selling off uncut gemstones to make progress, they had quality investment coming in from the top to give time and finances to polish the gemstones to achieve their ultimate market value. I remember it being said a while ago that the first avidimab deal would set the bar for what the platform was worth - looks like the investment by Redmile has raised that price considerably, and the confidence LD has in avidimab must be enormous - and Redmile are convinced too, I imagine. Just goes to show the difference in potential return once there is sufficient financial backing.

Actually Ray I think the AGM may be late as Lindy has taken great care to ensure that the buffet is exactly right, and not missed out as in previous years. Self-provided Jaffa cakes may soon be a thing of the past. And I'm more into Wagon Wheels these days, especially the 'Bob Marley' ones - "wi jam in."

...or was it to be a freelance insomnia therapist?

I think that's what I was getting at too.

Presumably in the event of not starting a self-fulfilling negative prophesy, late Monday or early Tuesday we will see the chicken-choking chartists calling 'next resistance 24.3p' (always have a clever sounding decimal point in there for "credibility"). I don't think the reaction to yesterday's RNS was entirely surprising - losses increase because work has increased, and there is no income stream. A set of financials that has a minus sign in its bottom line is not ideal, but entirely expected here (for now...) At least with tens of millions in the bank there was no subsequent pondering about when in the next 6 months there would be a fund raise, as was the case for so long, and Redmile's postponing has quietened the ticking clock on the options for a few years. In the absence of any income I imagine the next financials will show a further increase in losses for obvious reasons. Then again, if they had raised all the cash from Vulpes and Redmile and not spent a decent amount of it there would be questions asked about why they had raised in the first place - so as C7 said, look at the number (and significantly the quality) of new staff - these are well qualified people in a very specialist field who are unlikely to want to walk into a company which is heading to the wall or producing snake oil and smoke. You might get one PhD holder going to work in a dying duck (one on AIM does spring to mind but I won't name them) but not a dozen plus in the last year. and personally I'm not worried about periods of silence - remember that works of art take time, and empty vessels make the most noise. So by all means keep rubbing your crystal balls as a charter, but don't expect it to work as a screen to hide the fundamental progress here.

To be fair it's a nice change to see a Kashdog post that doesn't contain at least one barbed and personal derogatory comment aimed at C7.

Did you mean 'at variance' rather than 'at deviance' or is there some fun I'm missing out on?