Member Info for RuckRover

Stampee,
"If all the dot's come into line how much could Scancell realistically be worth ?"
Two key phrases in your question - 1) "IF" and 2) "realistically"

It is easy to be drawn to mouth-watering figures like $120B for Covid vaccines. If you Google "Covid Vaccine Market" you will find estimates between $10B and $150B. Then you have to consider market share. Of whatever the market is worth, no one drug will get all that revenue. The Covid market is highly competitive with big players like Astra-Zeneca, Pfizer, Johnson and Johnson, Moderna all taking a hefty slice for themselves. Realistically, if Scancell manage 10% they will be doing well.

Then, as Scancell won't be able to bring this to market themselves, they will receive a royalty of perhaps 15%.
So, realistically, market $10B, share 10%, 15% royalty = £54M pounds profit per year. Assuming a PE of 10, that's 55p per share (fully diluted - 985M shares).

When you consider that Covid is only one one of the bow strings and the above figures are ultra conservative you can see how undervalued we are.

AB,
I have to agree. The real news will come from the data from trials. Once there is news, the journalists will be fighting each other to cover it.
I'm sure journos get several emails from people trying to pump the share they happen to be invested in.

Alma,
Try not to confuse "non-sensical" with simply you not understanding.

AB,
You nicked my pun!

C7,
Can I try the 1 minute argument and see how it goes? Lol.

AB,
Calm down. It's just a matter of days before the AGM, the hysteria will get progressively more intense the closer we get. Lol

Crumbs, I'm not waiting that long, my partying days will be long gone by then!

If it gets to £1 I'd be over the moon and partying like mad.

TF,
Yes, it is up to individuals who they choose to filter. But why comment on posts you can't see (allegedly). It imposes a one way dialogue and denies the right of reply.

Chelsea11,
Why put yourself in the dark by filtering? Hasiba doesn't post anything obnoxious or too far away from the truth. If you don't agree with what he says - deal with it!
The filter button really is for wimps.

C7, et al,
Yes, very much thinking out load, and as you aren't in shouting distance sent a printed copy of the thought.
Of course, the "thought" was provoked by your post C7.
We have often talked about how our investment would be monetised. An out and out takeover being just one and possibly not the most lucrative.
If we are talking take over, the follow on questions are who, when and how much?

C7,
What makes you think a takeover is just a matter of time?

LL,
Glad you enjoyed it - I'll take the hot toddy thanks!

Just a personal note on the booster program:
Up until yesterday, you couldn't book your booster until six months had elapsed since your second dose. My six months (and my wife's) was up on 1st November. We tried to book and couldn't- we were advised to try again later as slots were being released constantly. When we did manage to book, the earliest appointment was 20th November nearly seven months after our second dose.
Yesterday it was announced that the booster was available to all over 50s where 5 months had elapsed. There were walk in facilities for this. We decided to go to a walk-in today and after waiting an hour managed to get ours (Moderna). My wife and I are in our sixties.

TF,
No worries - my comments were meant to be humorous rather than sarcastic.
Had you not posted the full transcript I'd have complained that I couldn't read it behind the pay-wall.
You can't win! ATB

TF,
I agree, there are implications for Scancell but perhaps it would be useful if you highlighted what they are and added a comment?
Anyway, no gold medal for you, I had to deduct points as your cut and paste was a cut and paste of someone else's cut and past! :)

Is this the grand final of the world cut and past championship?

Could the mum of the person in South Africa who was dosed on 5th October let us know whether they have had their second jab yet and how they are feeling.
Many thanks in advance.

Sorry yes, I meant was not.

GF,
I made a very simple point - it would be good for the BOD to have some positive news to give out before the AGM and discuss during.
My reference to shareholders needing pacifying was to intended to include you or me for that matter. Despite the improved cash balance and undoubted potential, there are still, I suspect, some disgruntled shareholders, sitting on a paper loss having invested based on the promise of "many multiples" of the then share price which was higher than it is now. I hasten to add - not you and not me.

GF,
I wasn't suggesting you would lol!
Merely agreeing with regarding news. If you've attended an AGM you may have seen a number of people who need pacifying.

GF,
Yes , I think the news release will be timed to coincide with the AGM. Nothing like a bit of positive news to pacify the shareholder base.