Member Info for RayPointer

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

Ruck's level of optimism has always been directly proportional to the SP.

I would attest that, scientifically, we are in the fast lane.

Lindy has always been convinced that DNA vaccines have advantages over mRNA vaccines. The next set of results may add to that conviction.

Moditope is still at the start of its journey trial-wise. Watch this space for years to come! This is a program of trials that could extend many years.

Avidimab has great potential for CAR-T, bi-specific antibodies and ADCs.

Glymabs have attracted one deal and we seem to at the forefront of targeting glycans. Lindy did say that BMS are Scancell's only known credible competitor in this area, and that she thinks Scancell's offering is superior. I would guess that Avidimab has a lot to do with that statement.

All IMHO of course, and there may be others who disagree.

Donald Rumsfeld is obviously a long-term holder of JLP:

“There are known knowns, things we know that we know; and there are known unknowns, things that we know we don't know. But there are also unknown unknowns, things we do not know we don't know.”

PM

Here's an example of the kind of company you are talking about:

https://en.wikipedia.org/wiki/BioNTech

"BioNTech was founded in 2008 based on research by Uğur Şahin, Özlem Türeci, and Christoph Huber, with a seed investment of €150 million from MIG Capital and AT Impf."

Great scientists, and because they were recognised as such, two companies were prepared to pitch in with €150 million.

With this sort of start, they quickly became one of the go-to companies when big pharma wanted research doing.

They now how an mcap of in excess of $20 billion and this was much higher during the pandemic.

So a few questions:

1) How are VAL going to attract scientists of the calibre of Uğur Şahin, Özlem Türeci, and Christoph Huber?

2) How are they going to get the necessary finance in the first place?

3) Why choose VAL in preference to a completely new start-up where you approach the scientists of your choice first, and having secured your dream team, you then provide the seed capital.

"Easy solution to an easy problem." - really?

The problem is to try to make a difference in the fight against cancer. That is an extremely difficult problem and one that many high grade scientists the world over are working on.

So, it is not an easy problem and there is no easy solution.

To be successful, a pre-requisite is that both the science itself and the development of the science are world class.

If that is not the case, then the business acumen of the BOD becomes irrelevant.

If you have great faith in this company, surely now is the time to go big.

Yes, it looks like the big boys are squabbling over mRNA patents.

Let's hope that they are all in for a big shock once further Scope trial results are published 😂

To follow:

Lesson 2 - the 2nd consolidation

Lesson 3 - the 3rd consolidation

PM regularly renews his wedding vows despite constant cheating by his spouse 😀

Lindy has consistently stated that data should be available in Q3.

She says "should" because nothing is certain about the progress of clinical trials.

However, with Scancell putting in an appearance at every relevant conference, this is a clue to how the trials (especially the Scope trial) are going.

A good meal is worth waiting for 😎

There appear to be numerous Zak Mir wannabes appearing 😂

The progress that the company makes will influence the SP, not drawing lines on charts.