Member Info for RuckRover

Rather than a tissue of lies

I'm very happy and clapping I sold at 28p.

Could have been 70 quid cheaper?

Ripley,

Of what relevance is a thread title from two months ago? None.

It is rather misleading. I hope your purchase wasn’t based on the sentiment.

Sorry,

3.06p

C11,

So the TD estimate of 30.6p well within reach?

"Do I have to spell out how different his life would have been if these treatments"

No you don't. I think none of us have been untouched by the effects of cancer on either ourselves or loved ones.

Violin,

"Sorry guys but I personally would take that at the moment."

No need to apologise, so would I (take £1)

If anyone thinks that's undervalued feel free to buy mine when they do reach £1.

Mayo,

"Anyone feel sorry for Muddy Waters, Chinook’s short seller?"

I find it hard to believe a legend like Muddy Waters would be dabbling in helicopter shares - particularly since he died forty years ago.

"So would expect some news Weds/Thurs"

Is this likely to be different from expecting news prior to/during/after the AACR presentation or expecting news prior to/during/after the ASCO presentation?

I'm sure someone will come up with numerous reasons why it is.

AB,

"Should it have ever gone to 29p ? "

The TD valuation of 30.5p was based on a 12.5% probability of success for Moditope.

Has there been any news or data to suggest that estimate is too high?

Crumbs,

I take your point. I was getting my ASCO and AACR mixed up.

Apologies WTP. Let's hope this is one time there IS a "crackin rise"

Wtp,

"scarlet only turns up when a stock is due a massive rise"

Well, sorry to break this to you but a crackin appearance has never to date preceded a "massive rise". Quite the opposite, it has preceded a fall as predicted.

"just before ASCO and the strong likelihood of an associated RNS with newer trial updates"

The only people who believed there was a "strong likelihood" of an RNS were the fully paid up members of the happy clappy club.

Ratty,

"without having to play the sp to a gallery of aim trading ****roaches."

I'm not sure why you are so toxic towards traders. Without traders there would be less liquidity and therefore fewer opportunities to buy (or sell!) shares.

Wtp,

"on a more serious note, how many patients could have been helped in that time?"

Well at least 80 on the trial.

There are over 2000 deaths from melanoma each year in the UK alone so had the trials led to approval then thousands of lives could have been saved.

This situation isn't unique to Scancell of course, it applies to many treatments awaiting trial for whatever reason.

Violindog,

“ I still hold all my shares and i have never traded SCLP . I seriously regret not taking profits ”

I’m afraid those were your investment decisions. You can’t really lay the blame for your choices on the BOD.

Bobbust,

I agree, the SP today is not their number one priority.

But surely they have a responsibility to ensure it is as high as it can be in order to keep investors reasonable happy? This includes private investors who own a good chunk of the company and have supported the numerous cash calls.

Whilst it is true that the board cannot control the SP, don’t you think with better communication it may not have dropped so much?

Violindog,

Whether or not BioNtec are interested in SCLP or not is irrelevant to the point I was making.

There seems to be a lot of focus on personalised vaccines and you may be lead to the conclusion that these will supersede other treatments (such as Moditope). In the article, Tureci of BioNTech says they are pursuing off the shelf options as well. There is an admission that cancers are not all unique but rather exhibit a number of common traits that can be targeted (as indeed Moditope is)

I see it a bit like made to measure clothes. Two hundred years ago, everting was made to measure. Today, ready to wear clothes account for 99% of the market. They are much cheaper to manufacture, benefitting from automation and economies of scale. Also, it is not the case that one size fits all - there are numerous size and fit choices.

Finally, on the made to measure analogy:

A decent fitting suit made from quality material will look better than a bespoke one in inferior material and mediocre workmanship.

A friend of mine bought some nice new wool cloth in a classic navy pinstripe. He had it made to fit in Hong Kong for a fraction of what it would cost in the UK. When he collected it, it fitted perfectly. Unfortunately, the stripes were horizontal instead of vertical!

Nom, not sure about “should interest some” - it should interest everyone with an investment here.

There has been a lot of talk about “personalised” vaccines. Even professor Ottensmier mentioned them in the Scancell news story even though Scancells approach is non-personalised. There does seem to be a consensus amongst the scientific community that personalised treatments are the way forward.

Which makes the article so interesting. BioNTech who are pursuing the personalised route, state that they are also looking at off the shelf treatments since many cancers have common traits. That is quite an endorsement of Scancell’s approach IMO.

Weren’t the expectation levels similarly raised for AACR as well?