The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
TF
"It's like not bothering to score until 'extra time'."
But if you already know that you are winning 3-0.
Whereas the crowd, being blindfolded, do not know the score.
The truth is that no-one knows when we will get the next update on the Scope trial.
That's exactly why Bermuda used the word "may" in his assessment.
I tend to agree with Konar and Burble.
In Konar's words:
"My gut feel.. FWIW, is that we are close enough to the full results now, that Scancell will be holding back for the full reveal when they have all the results in. Releasing more data at this stage just dilutes the impact. I think they are going headline grabbing in Q4."
It just feels like the correct strategy.
Spread the word as much as possible and then, when ready, publish updated results to gain maximum impact.
Lindy will already be in possession of updated data. If this data is disappointing, why continue with the strategy of spreading the word?
Scancell are still presenting either posters and/or talks on the other platforms. However, there is a definite bias towards the Scope trial in Scancell's recent posters/presentations at conferences. This bias continues with the ASCO conference.
😂
You will both miss the entertainment 😎
Hi TF
Just to clarify, I am with Scinv in that we do not know when new data is to be presented.
It may be prior or straight after the ASCO presentation or it may be at some other date.
I'm certainly not with Scinv on the statement "Bermuda is feeding you balls"
I think that CLX is a very interesting approach.
However, PM, where is the last RNS does it say that the early safety tests were fantastic?
This is what it does say:
"Testing is ongoing to assess the safety of the formulated product."
Very good news Kalan.
Long may it continue.
I actually agree with Scinv.
We will be updated on the Scope trial when Lindy is ready to update.
That may be when all patients have been recruited (43 patients) and it may be when Lindy feels there is enough scan data from a minimum number of patients.
But we are getting closer to an update
interesting ciaskin.
if my understanding is correct, snapvax is to be used instead of amplivant for modi-2.
https://www.scancell.co.uk/data/sites/1/media/publications/rns/scancell-in-licenses-vaccitech-technology-to-advance-modi-2-towards-the-clinic-final-07.11.22.pdf
"modi-2 will use snapvax™ to codeliver ****citrullinated peptide antigens
and tlr-7/8a adjuvants in self-assembling nanoparticles designed to prime tumour killing t cells. the
company expects that the combination of scancell’s modi-2 with a highly effective platform for inducing t cells
(vaccitech’s snapvax™ technology) will lead to a potentially superior therapeutic vaccine candidate."
It's good to see a balanced view between Porky Mark 1 and Porky Mark 2 😎
If a deal for 201 were in place then it might be a different matter
I would have thought that, if VAL are working on a new version of 201, this should not in any way be classed as confidential information.
Surely it is something that VAL would want to inform shareholders of.
It falls into the same category as "working on the CLX formulation".
Surely if a new evergreened version of 201 exists or is being worked on, we would know about it via an RNS
Ruck will fill you in on Inanaco's latest views.
He is a great fan of Inanaco 😂
Excellent find Bermuda.
Seemingly, some are catching on to Lindy's approach.
I well remember that fake email
"Great update yesterday and possibly a cure for cancer 🤫"
I've heard it all now 😂
Actually Adam is ramping.
Who can blame him with his large holding in VAL?
Edzi
"I've just come back from a great lunch to find handbags swinging everywhere !!
Can we start to be civil again, or can you wait until I get my lipstick and powder out from my back and I'll join you"
you could hardly have made a more sexist comment