Member Info for RayPointer

Thanks for that Bunsie and, of course, ukw.
I wondered why diagrams of Covidity do not show the antibodies.
Then I came across this article

https://www.ncbi.nlm.nih.gov/books/NBK26827/#:~:text=Helper%20T%20cells%20are%20arguably,to%20kill%20infected%20target%20cells.

"Helper T cells are arguably the most important cells in adaptive immunity, as they are required for almost all adaptive immune responses. They not only help activate B cells to secrete antibodies and macrophages to destroy ingested microbes, but they also help activate cytotoxic T cells to kill infected target cells. "

ee by gum, Northern lads love gravy

I know people immediately think of Covidity (SN14) when talking about partnerships but I am intrigued with what Lindy and her team are up to with the glycans mAbs and Avidimab.
We know they were recruiting a CAR-T specialist and Lindy has already said that Avidimab could be used to mediate a TCell attack. We also know that Lindy has hinted that FG2811 could be used to control autoimmune diseases by killing TCells. These are 2 areas that we could receive left wing news items at some point.
Don't also forget that Avidimab is also getting an outing as part of Covidity.

Dear Ruck
I enclose a vial of Novichok with my reply.
Please check if this can be chemically combined with your vaccine.
I look forward to your reply
Yours Sincerely
Comrade

https://simplywall.st/stocks/gb/materials/aim-jlp/jubilee-metals-group-shares

A lot of information useful information here but you may have to create a userid to gain access.

"Is Inan back on the board?"

No, only the ghost of Inan.

Sorry you will have to copy and paste those links into your browser :-)

Giles Hargreaves is a legendary fund manager (Marlborough Special Situations fame).
He is actually stepping down from full time fund management (as from 1st Jan this year)

https://www.hl.co.uk/funds/fund-discounts,-prices--and--factsheets/search-results/m/marlborough-nano-cap-growth-class-p-accumulation

and the chart

https://www.hl.co.uk/funds/fund-discounts,-prices--and--factsheets/search-results/m/marlborough-nano-cap-growth-class-p-accumulation/charts

But IMO Giles Hargreaves rating this company is a wonderful endorsement.

One thing was really heartening about Professor Bell's interview was that he believes that people can be vaccinated as fast as AZN produce the vaccine and we already have 1 million doses ready from tomorrow.
I suppose it's a totally different ball game now we have a vaccine that can be stored at normal fridge temperatures.

This is why the Scancell vaccine could be so important.
It doesn't solely rely on neutralising the S protein. It has this insurance policy on the N protein that is believed not to mutate.
The big question is "will attacking the N protein alone be enough to stop the virus?"

I thought the interview with Sir John Bell was outstanding but did he not say that the virus could mutate specifically to escape the vaccine. However, it was reassuring to hear him say that a variation of the vaccine could be developed quickly.
But IMO the ideal would be a vaccine that gives the insurance policy that Scancell's promises to deliver.

Well we should certainly get more of an idea of how 2021 is panning out on the 6 month operations update.
This occurred on Jan 28th in 2020.

I'm not sure that the PE would be 2.
Earnings of 60 mill + earnings from Cu.

But lets say at a rough approximation total earnings of 70 mill. Can anybody else comment on these figures?

But assuming 70 mill earnings is the right ballpark this would give a PE of 3 at the current SP.

The current PE is 13 and let's just say the PE remains at 13 after the June 2021 full year. This should lead to over a 4 fold SP increase. So we are possibly looking at a SP of around 50p.

Then we also have a big ramp up on the Cu earnings to look forward to so maybe the market may start to look ahead to the next financial year leading to a PE re-rating.

Happy days.

Nom very interesting.
I will take me a while to get my head around it :-)

hasiba
I hope that sitting on the big bugs kills them. One of Lindy's novel approaches to vaccine design :-)
Sorry, I couldn't resist.

Thanks Troajan

Just one snippet from the article

"Turning specifically to copper, he noted that mining companies are going to have to go farther afield to find it. “There’s limited shovel-ready projects around the world for new copper mines,” he said. “The world has a challenging task to meet this new demand and it’s going to have to go to new geographies, it’s going to have to go to new locations where they lack infrastructure, and you don’t have the mining expertise in those new areas.”"

Music to my ears :-)

3 ticks up now but Wickes have sold out of gap filler.
However, they still have a supply of fibonacci retracements but they are selling fast.

2 ticks up
Looks like someone has been to Wickes to buy some gap filler :-)

"Funny how we have almost become a Covid stock!"

It certainly looks so with selling happening on good vaccine news.
It has also become a traders stock with resistance at 18p and support at 10p.

However, Scancell is predominantly a cancer vaccine stock and has other irons in the fire.
So, what is in store for us for 2021?

We are heavily dependant on cancer trails getting going again.
So, if the vaccination goes well and Covid infections are much reduced, cancer trials may start again sometime in Spring perhaps. Who knows if and when this will happen.
This would mean the resumption of the SCIB1 trial with more centres this time and hopefully also the start of the Modi1 trial.
I just wonder what will happen to the SP if we get these 2 trials underway and in addition a Covidity trial.

Don't forget the glycans mABs and Avidimab for which more research is underway with the aim of securing a much better deal.
Then there is also the Biontech collaboration which may get resurrected once Modi1 activated TCells become available.

So, possibly a lot to look forward to but expect volatility in the SP.
Time for another director purchase? :-)

I suspect my post is subject to LSE gremlins. Now you see it now you don't

It's certainly good news for the UK and the world in general.
The Oxford vaccine is cheap to manufacture and can be stored in a fridge.

Of course, what we still don't know is:

a) How long will the effect of the vaccine last?
b) Are scientists confident that it will be future proof against any possible mutations of the spike protein? I suspect they can make an informed judgement on the current mutations since they know exactly what has changed but future mutations will have to be studied as and when they appear.

So, where does this leave Scancell and Covidity?
Well, we are in a waiting game.
Firstly we are waiting for the choice and testing of the best peptides for the delivery system.
Then we will be waiting for a phase 1 trial which should come soon after.
Then, dependant on the outcome of the phase 1, Scancell will seek further government money to continue with phase2/3 trials.
Will the fact that Covidity also attacks the N protein and uses high avidity T Cells to do this mean that Covidity becomes an insurance policy for future mutations of the S protein?
Also will attacking the highly conserved N protein across multiple coronaviruses be seen as a major breakthrough?