Member Info for RayPointer

I imagine that some people bought in on the news of the development of a Covid19 vaccine.
Many of these will not have done much research on Scancell and the science they have produced so far.
So when funding did not appear in the following weeks, they sold.

This same pattern has probably happened in the past. Meanwhile throughout Lindy and her team continue to invent new science to add to their already potentially huge IP.
Definitely a share that you need to do a lot of research on and then come to your own conclusions.

Yes, that all important first deal could should be transformational. A validation of one of the 3 platforms, non dilutive cash (hopefully lots of it) and goodbye to a low SP.
Having 3 collaborators on the same platform may be an advantage both on the up front payment and the urgency from the 3 parties.
Let's hope covid19 has not impacted the timescales.
Let's hope CH's estimate of 12 months was realistic.

Perhaps Lindy has given Cliff a job looking though an electron microscope and counting the Virus cells being killed.
No time to issue an RNS

Bad news England 158-8

Agreed C7.
So news on the science front
1) 2 further explanations of Scancell's science with more detail. It shows the research is continuing. I would not think otherwise
2) Then we had the good news that problems with the 3rd Modi1 conjugate had been solved. Hopefully that signals that Modi1 manufacturing problems are all sorted. They still have to unite the 3 conjugates though.
3) News that Lindy is researching a Covid19 vaccine with associated proof courtesy of Sky News (Lindy with her 20 year old Scancell lab coat on peering into an electron microscope). We could do with news that Dominic Cummings is reading up on T Cells LOL.

We can't complain about that. On other non-science news ask Cliff. I'm sure he will answer any questions he is able to.

Ruck
Yes, but if you really want to know something and the BB hasn't got the answer, then the obvious course of action is to ask the company.
You can sometimes discuss missing information ad infinitum on the BB without getting anywhere.

I agree at times we could be better informed.
But why discuss the lack of RNS-Rs with the BB and not with the company?

But didn't Sally say that the issue was between the FDA and Ichor, with Scancell just not knowing what sticking point was?

Yes, I agree but the monetisation progress is something we will only know about when it happens. This includes funding for Covidity.
With the current situation, it maybe looks likely that monetisation will take place before trial data is published.
On research and development, IMO we get well informed.

1 run to the total

I'm with Bermuda about the lack of a "how the business has been effected by Covid19" RNS including the SCIB1 trial.

I'm with Inan about the BOD not disclosing anything that is under an NDA. They simply cannot do that.
I'm also happy that we get good updates on how the research and development is progressing; 2 papers recently and modi1 3rd conjugate problems solved.

But anyone is free to email the BOD at any time. You may get a non-committal answer depending on the question.

Inan is forthright but posts a lot of useful stuff.
The forecast for the cricket is rain all day so possibly expect to be Inan'd

Another advantage is that Lindy is a slave trader. The slaves being PhD students in Nottingham and indeed other Unis.

I wonder how much it costed to kit out that room full of electron microscopes.

Hi Ivy

The delay in the BionTech collaboration was explained at the last AGM.
It remains on presentation slides throughout, so you have to conclude it is ongoing.
It also appears that from recent posts by Inan that Lindy's team have come up with a patentable process as part of the end-to-end process of creating the viral vector. Just typical, she just has to find something new.

But I do get what you mean, work is ongoing on many projects and it would be nice to get an update on each of these at regular intervals.
The big delay in the SCIB1/Keytruda trial is the only delay I take issue with. Perhaps more could have been done to get the trial started earlier in the UK or anywhere outside the US.

But overall I stand by my statement that how the rest of the scientific community (maybe excluding Oxford Uni LOL) rate Lindy's science is the real litmus test. And the colour of the litmus paper is not changing IMO.

Ignore the last 2 lines of my post LOL

One thing Scancell is very open about is the science. It is explained very well on their website and also in the Trinity Delta reports. You get enough detail on how the science works and it is explained in ways that make it fairly easy to understand.

However, I suspect it goes over the heads of many recent investors, especially the short term traders. In fact, many will just buy in expecting things to happen in a short timescale. An example of this is the Covidity announcement.
Many of the LTHs also originally bought in on the expectation of fairly rapid gains.

I get the impression that Lindy is a perfectionist. She will not release a product into development until she has done everything possible to ensure its success. So, for instance, on Covidity, despite the obvious urgency she will still try to cover all bases. This in itself will lengthen the timescales.

So an mcap of £27 million can be looked at in 2 very different ways
1) A struggling biotech that is simply not producing anything of worth
2) A potential cure to many hard-to-treat cancers

The scientific community tends towards 2). Evidence the long list of professors who want to be in on the act.

S

As time goes by

It was definitely a "tongue in cheek" comment and it will give the other board something to talk about.

crumbs

"Interestingly more action on the Boerse too"

Biontech research staff buying ahead of the deal LOL

I agree Chester.
There are so many projects and collaborations on the go.
We tend to only get project updates at the AGM.
A Biontech megadeal, you never know they might just issue an RNS for that.