Member Info for RayPointer

I tested my rampometer on researcher's post yesterday but it broke the needle as it collided forcefully against the end of the scale

Crumbs
The newly constituted ramping surveillance committee (RSC) has ruled that your 14:56 is a borderline ramp.
A warning for now, but the next infringement will be a yellow card.
But I do agree with you.
Oops, a warning for me as well.

The Trigrid V2 is used to sedate passengers.

http://www.safestocks.co.uk/category/small-caps/

If you scroll down you will see the original recommendation for ESG (19th Nov 2018)

c7
This is not the first time researcher has posted the "I have an email from Lindy" trick

Crumbs

Yes, an up-to-date timeline would be great.
Let's hope there is no problem with choice of nano vesicle.

Knowlesi

Its up to CRUK what details are published. Currently all we know is that the status of the trial was "Due Diligence" at April 2018. It would be nice if we got an update this April but we may just get the current status which hopefully will be "pre-clinical".

80 would be great.

So that would make 140 patients in total treated with immunobody vaccines.

I know that SCIB1 and 2 are different vaccines going after different targets but there are all the common features of the immunobody platform

a) the dual presentation
b) activation of CD4/CD8 TCells
c) High avidity hopefully
d) Memory effect
e) inflammation

to name a few.

So if SCIB2 achieves good results as well, it is another endorsement of the immunobody platform as well as a proving of SCIB2.

With the SCIB1 combo trial we will have a total of 60 patients treated.

16 - SCIB1 alone no tumour present
19 - SCIB1 alone tumour present
25 - SCIB1 with Keytruda

If the combo trial results exceeds Lindy's target then we could well be in deal territory.
Merck will want to keep the Keytruda juggernaut going as long as possible, so they may well be favourites.

Again my speculation.

Many statisticians see a sample size of around 30 or above to be significant.
We have patients under different circumstances so I really don't know how statisticians would handle that.

I consider that the failure to do a deal first time around was more to do with big pharmas' attitude to cancer vaccines rather than numbers of patients. Cancer vaccines were out of fashion and are now coming back into fashion (A nobel prize winner says as much!)

We have an office in London, so how about London Palladium

Perhaps the FDA have not yet received their customary bribe LOL

https://www.fda.gov/ICECI/CriminalInvestigations/ucm583373.htm

https://www.quora.com/Is-it-possible-for-pharmaceutical-to-bribe-the-FDA

https://www.independent.co.uk/news/world/americas/fda-drugs-companies-pharmaceutical-us-pay-doctors-approval-fompanies-astrazeneca-a8433621.html

Crumbs

Do you have a link for this information?
I presume it pre-dates Scancell's deal with Nottingham Uni.

To me, the options are:

1) sell without any further development
OR
2) further develop it with the eventual aim of running clinical trials
OR
3) somewhere in between

And we were told to expect some news on this platform this year.

All the research seems to be directed towards Moditope and other Post Translational Modifications.
So far, we have had no scientific news on the Gylcans project post the deal with Nottingham Uni.

This may have been posted before, but here is more information about this platform dating back to 2015.

http://clincancerres.aacrjournals.org/content/21/13/2963

Tommy

Very good comment. I agree.
I am investing because I believe the company is undervalued from what I know.

And I also believe that the share has never been better value.
That isn't to say it won't fall further since fear is dominant over greed at present.

Knowlesi

My guess is that the majority of investors do not understand the science and focus instead on things like

1) hype
2) share price movement
3) fear of the next placing
4) experiences of other shares (VAL?)
5) agonising whether the BOD is above or below average

We have experienced about 100% dilution since I first invested. But I for one am happy that the potential value of the company has risen more than that in the intervening period.

I first invested on emotion, now I invest on what I know.

I think RG used a figure of $1 billion for Immunobody and then halved it as a more realistic figure. This was early in the SCIB1 trial before the first readout and before the Moditope announcement. Not an RNS obviously but a comment he made.

The Frankfurt comment was made after the first SCIB1 readout.(the one where Lindy said "exceeded our best expectations")

I should say "accurate subjective call" rather than "subjective call"

Yes, but again they are not the same events. Each company is different, each situation within each company is different.
Probability theory simply cannot be applied to a single event based on a set of previous events each with different circumstances.

Crumbs has stated his views and I am very much on the same page. It is a race between events happening and decreasing cash. There is too much we don't know even to make a subjective call.

I think we have a lot of common ground.
I always figured in another dilution in my calculations, to be on the safe side.

At the moment we are being valued as though no events will happen before the next cash call.

I agree with a lot of what you say.

The probability baseline of 80:20 I do not agree with for 2 reasons:

1) we are talking about 5 very different events since for each one the circumstances were different
2) there are too few events to make a probability estimation of any accuracy

If you were to toss a coin 5 times and heads came up 4 times, is the probability of heads on the 6th toss then 80%?
A lot of statisticians use a sample size of 30 as a minimum to be able to apply probability with any accuracy.

So, I don't think you can apply probabilities to this situation.
Because of that, it simply becomes subjective and each one of us will have a different view.

It won't matter since on the 29th we have Armageddon.

Knowlesi, nobody is going to physically attack you.
If you like, I will volunteer to be your bodyguard.

The share price is distressed at present and IMO does not deserve to be so low.
Yes, it may go lower, but again IMO that just means it is an even better bargain.

I base the above 2 comments on the value of the science.

Yesterday, crumbs and I had a brief discussion on the comaprison of Scancell's 2 platforms against the very expensive MRNA trial planned by BionTech and Genentech.

Look at the MRNA trial from Ugur Sahin's point of view. He probably thinks that since Genentech are paying for the trial, it is great for BionTech to be part of such a high profile trial and have it paid for just prior to an IPO.

Look at it from Ira Mellman's perspective and he is probably under pressure from his lords and masters to produce results from a very expensive development and trial. His credibility maybe under pressure.

And remember that both these gentlemen were part of Project BluePrint - Modi3.

Also I repeat the comment that the MNRA trial is in combination with Tecentriq (Roche's Checkpoint inhibitor) whereas Lindy has consistently stated that Moditope is powerful enough not to require a CI.

This gives you some perspective of what is at stake here, If Modi1 is successful, then it may not just be an inflextion point for Scancell but for the whole of cancer research worldwide.

Nobody is saying that the share price is not important but please put it into context with the science that is reaching (albeit slowly) an endpoint.

This is all IMHO and it is an appreciation of the science and not meant to be a ramp. We all want the SP to go northwards. No advice to buy, sell or hold.