Member Info for RuckRover

Violin,

Yes, it is cellulitis. I am in hospital being treated with antibiotics intravenously.

Thanks for the well wishes.

Thanks. It has been rough alternating between shivering and sweating and accompanied by a banging headache.

The worst thing now is I have a horrendous bright red rash on my left shin, calf and ankle. Looks like I have my own cytokine storm going on down there.

TF,

Yes, I am fully up to date with all jabs and boosters. Whether that has helped or actually contributed to the rash I just don't know. At my age and with my medical conditions, not having the jabs would have been irresponsible. If I were 20 years younger I probably wouldn't have.

Merry Christmas to all fellow holders.

Guess what Santa bought me on xmas eve? COVID, so feeling rough and missing out on xmas dinner :(

burble,

a couple of questions if i may:

1) do we know that a lower dose of cpi will cause less toxicity. a smaller dose of ****nic will still kill you.

2) how can we prove that scib1 in combination will be just as (or more) effective with a lower cpi dose. my understanding is that trials are approved for the standard dose of the approved drug (in this case cpi) and the second(unapproved) drug is subject to dose escalation.

I have to disagree with Crackin's comment that it is stupid to take up the open offer when you can (could) buy cheaper on the open market. Any existing shareholder would be stupid not to support the OO if they are in a position to do so. This will provide additional funding for Scancell which I'm sure they will put to good use.

I suspect a third of investors won't take up the offer, a third will and the other third will apply for twice their entitlement. So overall I'm expecting it to be fully subscribed.

The additional £2m is far more significant than a fraction of a penny on the buy in price.

POST

TF,

The term "big company" is so subjective it becomes irrelevant.

If we judge it on the number of employees, Scancell will possibly never be "big"

If we judge it on revenue, that could be a long way away.

If we judge it on market capitalisation, that could come anytime out of the blue.

If we judge it within its peer group - companies developing cancer immunotherapies - it's already a "big" company. Didn't professor Lindy Durrant describe Scancell as a "world leader in cancer immunology" at the recent AGM?

Miavoce,

I get where you are coming from, but if it was the case this was the only income for Scancell they would have to use part of it to fund the other drugs in the pipeline and further research.

Thinking about it however, the £10M or so ongoing costs wouldn't make much of a dent in £300m would it. So not "pure profit" but 97% profit.

Miavoce,

I don't think we are a million miles apart. There s a lot of common ground, market size, royalty, PE. So my (well TD) estimate of 57p isn't that far away from your £1.

One thing I don't agree with is the royalty is "pure profit" there will still be expenses unless they close so the labs and offices and get rid of all the people. I've had this debate with Inan numerous times. Perhaps you can argue the case more coherently?

Ray,

"I seem to remember back in the day (I think it was 1897 😂) , that 1 billion dollars was bandied around at the time of the first SCIB1 trial for an outright sale"

Don't forget, back then there was only SCIB1 for Melanoma in play.

If we use the Trinity Delta methodology and figures we come to a similar figure - USD 855M for SCIB1 in melanoma. The USD/GBP is slightly less than back then.

$855M equates to 57p per share (1.2B share in issue).

Currently, the TD valuation of 36.7p attributes 5.17p to SCIB1 (melanoma). The difference of course being risk (7.5% chance of success) and time taken to get there (2030).

As the data comes in and time moves on, both risk and time will reduce. So you could draw a line from 2023 5p to 2030 57p and see how much it is worth each year (and chose your exit point accordingly). In reality, I think the early data will be most significant so larger rises in the early years flattening off later on.

So the actual valuation of the company hasn't changed that much in 11 years ($1B) but the price per share has (£3 to 57p). This is because back then we had 224M shares in issue now we have 1.2B.

Just a thought:

Someone who is able to clone CD4 and CD8 T-cells in abundance surely could do the same with £20 notes?

TF,

I'm fine, thanks for asking. Trust you are too?

I've been quiet as there's not much to say at the moment. The 11p offer seems to have set a ceiling as well as a floor. No logic to that, given the risk and time to get to revenue these are worth 36p (according to TD). I'm comfortable with that, what a few shares changing hands go for is not that relevant in the grand scheme of things.

We've been waiting and hoping a fair old time haven't we LOL.

TF,

"Despite initial surprise at the cash raise"

What surprise? When the final results date was first announced it was to be followed by "an investor presentation" - that was a big clue wasn't it?

The quick approval was granted by the MRHA in the UK. We had just left the E.U. and were not answerable to any one else. There were no other vaccines available at the time. With a number of vaccines now available there are no legitimate reasons to cut corners.

Well said ciaskin, you just beat me to it.

It is difficult to draw conclusions from a single slide shown out of context. Personally, I think it is totally inappropriate to have an image of a grave when discussing treatments for a disease that has such a high mortality rate.

The fact is, there are a plethora of different approaches to cancer care and treatment. With such a devastating disease with such a wide range of victims it is only right and proper that every avenue of defence is investigated.

There are a also a wide range of applications under the "personalised" therapy umbrella: Genomic profiling, targeted therapies, immunotherapy (yes - something Scancell have been involved in), Car-T cell therapy to name a few. To write all "personalised" therapies off is unprofessional and unscientific. There have in fact been many successes in personalised treatments and many trials that have shown potential for this sort of treatment.

So I'm not sure what was being inferred or even implied here. I sincerely hope it isn't hand wringing at the (supposed) failure of one branch of oncology that may result in a few pence on our share price. Surely no one would be that callous?

Ratty,

Got it, lol!

He was after all a liquor drinking gambler.

Perhaps Whya Twerp would fit the bill nicely?

His middle initials were BS.

TF,

They may well be students but the students of today will be the the doctors, consultants, professors and leaders of tomorrow.

Paul,

Nothing new on the Mac million site as far as I can see

I can tell you he is expecting news. The new DT Browns seed catalogue is out next week where several new tomato varieties are expected to be announced.

TF, this is about Scancell. Have you not read my post of yesterday 22.05? The summary from google bard on the Scancell pipeline and opportunity is spot on IMO. It is balanced and accurate. Maybe that's what you don't like?

And if you want the science behind it all, look no further than the TD report - it has everything.