Member Info for RuckRover

Ray,

True. Very little has changed in the 46 years I have worked in IT. It's still all about input-processing-output. The mechanisms of input and output are more varied and the processing is much faster that's all.

The "GIGO" principle still holds true - Garbage In, Garbage Out!

I also asked Google bard if it could confirm the chatgpt 183p estimate. This was its reply:

"

ChatGPT quoted 183p per share as the value of Scancell's IP based on a report by Equity Development. However, I cannot find any evidence to support this valuation. The latest Trinity Delta estimate, which is considered to be more reliable, is 36.7p per share.

It is possible that ChatGPT was using a different valuation methodology or that it was using outdated information. It is also possible that there was a typo in the report that ChatGPT was using.

Whatever the reason, it is important to be skeptical of any valuation that is significantly different from the consensus estimate. It is also important to remember that valuations are just estimates and the actual value of Scancell's IP could be much higher or lower than the current estimate."

I think the moral here is take anything chatgpt comes up with with a large pinch of salt. That applies to a number of poster here (and over there) !

Here's a much more accurate and informed response from Google bard (same question)

"Scancell's IP is estimated to be worth up to 36.7p per share based on a recent report by Trinity Delta, a leading valuation consultancy firm. This valuation is based on a risk-adjusted net present value analysis, which takes into account the potential commercial value of Scancell's IP, as well as the risks associated with developing and commercializing its products.

It is important to note that the value of Scancell's IP is subject to change and the above figure is an estimate. The actual value of Scancell's IP will depend on a number of factors, including the success of its clinical trials, the regulatory approval process, and the overall market for its products.

Scancell has a strong IP portfolio, with over 100 patents granted or pending worldwide. Its IP covers a range of technologies, including its Modi-1 cancer vaccine platform, its AvidiMab antibody platform, and its GlyMab antibody platform.

Scancell is currently developing a number of products based on its IP, including Modi-1, which is in a Phase II clinical trial for the treatment of melanoma. Modi-1 is a novel cancer vaccine that targets cancer stem cells. Scancell is also developing a number of other products for the treatment of cancer and infectious diseases.

If Scancell is successful in developing and commercializing its products, its IP could be worth billions of dollars. However, it is important to remember that biotech is a risky sector and there is no guarantee of success."

Moonparty,

I tried chatgpt and got the same response that you. I asked for a link but it was unable to substatiate the 183p figure. When I questioned the accuracy and interogated further, I got this reponse:

"Thank you for bringing this to my attention. According to a recent report by Trinity Delta, Scancell’s IP could be worth up to 36.7p per share based on a risk-adjusted net present value analysis 1. However, please note that the value of Scancell’s IP is subject to change and the above figures are estimates. "

I'm intrigued where the 183p Equity Development figure comes from.

I'm also intrigued how a post of this unsubstantiated, possibly erroneous figure managed to attract 15 recs. Wishful thinking no doubt LOL!

DeAar,

Apologies, it goes up to January 2022 so still out of date.....

"I'm sorry, but I don't have access to real-time financial or stock market data, and my knowledge only goes up until January 2022. The IP value (Intrinsic Value) of a company like Scancell Holdings can change frequently based on various factors, including its financial performance, market conditions, and investor sentiment. To find the most up-to-date IP value of Scancell Holdings or any other company, I would recommend checking a financial news website, using a stock market analysis tool, or consulting with a financial professional."

Moonparty,

What version of chatgpt are you using?

I asked it the same question and got a different answer....

"I'm sorry, but I do not have access to the specific intellectual property (IP) valuation of Scancell Holdings or any other company as my knowledge is not up-to-date with current financial data. IP valuation is typically a complex and proprietary process that may involve evaluating patents, trademarks, trade secrets, and other intangible assets held by a company."

I'm using version 3.5 which I believe is the latest publically released version available.

Morning Moonparty, all,

Don't forget that chatgpt's database only goes up to September 2021 so any information will be out dated.

Equity Development are part of Trinity Delta but I cannot find any numbers that match the 183p per share quoted.

The latest TD estimate (in the 23rd October 2023 update)...

"Our Scancell rNPV based valuation is £300.1m, or 36.7p/share. "

It might be useful to know where chatgpt got its numbers from.

Share price? sick squid.

Violin,

"Why can't LD / Scancell simply proceed with an investment presentation ? Does it need to be tied in with the accounts.."

Those were my thoughts exactly when they postponed first time, even more so the second time.

For those desperate for a live stream from the Final Results Notice RNS:

The Company will also be holding a presentation for investors on 24 October 2023 at 4:30pm BST via the Investor Meet Company platform.

The presentation is open to all existing and potential shareholders and will be followed by a Q&A session. Questions can be submitted ahead of the event via the Investor Meet Company dashboard up until 9.00am BST on 23 October 2023, or at any time during the live presentation.

To sign up to Investor Meet Company for free and add to register for Scancell's presentation , please visit: https://www.investormeetcompany.com/scancell-holdings-plc/register-investor

Use the link to sign up, it is quick and easy.

Bermuda,

Just to be clear, it was never my intention to suggest or imply any improper behaviour by anyone especially the BOD.

I have always believed that the delay was exactly for the reasons stated in the RNS - I said as much at the time.

Also, I have not suggested that this further patient update in anyway can be interpreted as significant. We await official news on 24th for that.

As to my question around the timing of the post, "is it a coincidence?" , it probably is. The only other possibility I had considered was that the patient was aware official news was due on the 12th had decided off their own back to delay their own account until it could be put in perspective with official analysis. I now know this wasn't the case as the post was made on 10th October, I only spotted it yesterday.

I thought it best to bring the news to the attention of this BB before someone secretly sold up and then started portraying it in a negative light.

A bit of a coincidence that the update appeared on the day Scancell were due to publish their accounts and hold analyst and investor meetings don't you think?

No one seen it or just not wanting to comment?

Some nice reassuring posts from our more balanced contributors - some very plausible factors in contrast to the conspiracy theorists.

Don't waste the CEO's time, if you don't believe the RNS she's not going to tell you anything different.

WTP, don't let the facts cloud your view!

WTP,

Sorry, worried about what?

Personally speaking, as a shareholder, the only worry is the price will drop. Are you saying that is likely?

Ray,

I think Covidititty is teatering on the brink at the moment.

EE,

I think they should give it away to whoever can take it to market and then sell them Avidimab to go with it.

"Other less optimistic views may exist."

OK....

They've chucked Covidititty in the bin and won't waste any more time and money on it?

Rigga,

I suspect they would have to double the TD valuation so 60p. £1 if we are lucky.

TF,

Morning to you too.

I always try to be calm, helpful and logical :)

I have for many years now used the TD report as a base for my own projections. Dracula's response was "It's all about a Co making profit Ruck". Well that may be true, but just because a company is yet to make a profit, doesn't mean it has no value. The TD report provide a useful method of valuation in the meantime, ie, before profits or a takeover, either of which should result in a higher SP than the TD valuation (which is why I made the point the TD figure is NOT a "target".

Just because I am positive, doesn't mean I can't accept the possibility of some pretty big downs (temporary one would hope). Just because I feel this has a reduced and acceptable level of risk, doesn't mean it is therefore "no risk". Like I said, I try to be calm, helpful, logical and balanced. It is after all only my opinion so take it or leave it that's your choice.

Bojo,

I'm not sure how the reference to the wicked witch applies or indeed what end of the stick you have?

But I guess if I did it would be funny, so, LOL.