RE: BBC20 Jan 2020 20:27
I'm not sure I agree.
Sure, Scancell could have an article about them on the BBC website and it would attract some interest.
But how long would that interest last and would the Beeb be likely to follow up on the article before the next big story breaks.
So you would probably end up with a temporary effect. Much like a lot of Scancell's news items. In fact, even with today's news item we do not know how long the effect will last.
IMO, what is of more importance is that scientists in other companies and countries are recognising the worth of Scancell's products and persuading their management that a closer look is required.
The result is 4 pre-clinical collaborations.
How many more would there have been if Scancell were looking for pre-clinical deals on their 2 main platforms.
So, as investors, you look for accumulated evidence that Scancell have indeed something worth shouting about.
For me, that accumulated evidence is in the 4 collaborations, the CAB, the GC team members, the SCIB1 peer reviews, Keith Flaherty's support for SCIB1, CRUK funding and running the SCIB2 trial, Lindy winning the Waldenström prize, Diggles following Peter James's advice.
All of the above are endorsements from scientists.
So, if the Daily Mail or the BBC published an article about Scancell tomorrow, that wouldn't make my list. It might make nice reading though.
The sustained price rises will come with trials starting (with patients), data and deals. We all hope this eventually starts to happen this year.