Member Info for RuckRover

Crumbs,
I agree about the huge addition to the IP. But could this be the problem?
I have used this example before, but it is apt I think:
When Steve Jobs went back to Apple, they were on their knees. They had 150 active projects on the go. He trimmed that down to three - iPod, iPad and iPhone. The rest, as they say is history.

I'd be putting the focus on
SCOV1/2
SCIB1 Combo
MODI1
Either or any of the above has the potential to generate interest and cash in order to pursue everything else.

imo

Max,

As crumbs has pointed out, you cannot compare the SP now to what it was during 2015. Firstly, a year is a long time and during 2015 the SP ranged between 12p and 38p with an average of 26p. Secondly, the number of shares in issue was a quarter of what it is today, so the 26p average in 2015 if you did a like for like comparison would be 6.5p.

The mcap in 2015 ranged from £27M to £86M. The mcap today is £167M.

Having said that, many of us share your frustration with the lack of communication and lack of progress in terms of actual clinic trials and data. Quadrupling the shares in issue whilst only doubling the market capitalisation doesn't sound like good shareholder value - your shares are only worth half what they would have been worth in 2015. On the other hand, we are now pretty well funded so perhaps the risk is slightly lower. 50% of something is worth a heck of a lot more than 100% of nothing. I note people using the term "de-risked" - this is wrong. No share is risk free, reduced risk maybe.

Over the past six years there has undoubtedly been an increase in IP. I don't think the full value of this is reflected in the SP and I don't think it will until we get some proper news and some trial data.

I would hope Covid isn't delaying the Covid trial.

LL,
"It would be useful to get QTRly updates in my humble view "

I hope you mean every three months not every 25 years! :)

That's good. Unless they are going to tell OXT investors what they already know, we must get some news by then at least.

Thanks Violindog, konar, TF for the responses.
Appreciate your assessment from the frontline Violindog.
I hadn't considered that angle konar.
TF, you also make some legitimate points despite the anti Boris agenda.

C7,
I don't work in the healthcare sector so can't give an opinion from the front line as it were, obviously Burble and Violindog would.
I take a slightly different view to TF (sorry TF). It's not as if the NHS as shut down is it? I have had several medical investigations and treatments over the last 18 months in hospitals and surgeries. The message now is learning to LIVE with the virus, not shut everything down. Some of these trials and subsequent development of treatments have the potential to save many lives.

The other point about the SCIB1 combo trial is that as the treatment only lasts 6 months, we won't have to wait long for some data. Also, Covid protocols have been put in place so some of the reviews will be done by telephone, hopefully this will minimise the impact of the pandemic.
We just to need to get that first patient dosed!

C7, yes the Covid cases could impact. That is why I put SCOV1/2 as number one priority.
Solve the Covid crisis and you are clear to carry out trials.

Well let's hope they do actually prioritise. To me they should be:
Get SCOV1/2 trials started. Sort out the commercial details, sign some supply deals.
Get MODI1 trials started.
Get SCIB1 combo trial started.

These are not only the most likely to add value, but also the closest to bringing benefits to patients.

WTP,
"Just FYI, there were I believe only two posters who posted what is probably best described as frustration/impatience (feel free to correct me on the number)"
OK, I feel free - I make it at least five!
But no need to get up tight about it. I am a little frustrated at the wall of silence, yes, I am a little impatient (having tied up at lot of money for 9 years) but paradoxically I am still "relaxed" as I really do think this will come good. I had hoped it happened 5 years ago but hey, what's another year as the song goes.

Or is that (a return) an unfamiliar concept to some on this board?

Even an investor looks for a return a some point?

WTP,
" I think it's safe to say a lot is happening with Scancell behind the scenes"
I do hope there is a lot happening, but I don't think you can say it's safe assume it is. For all we know (in the absense of ANY communication from the company, they may be in the middle of a Covid outbreak and shut down the labs!

" so it provides some reassurance."
Well not me. I'd be more reassured if the company were to tell their shareholders what the * is going on.

so it provides some reassurance.

"Either they are just too busy to do an RNS"

No, you can't be "too busy". If you have news that is price sensitive you are legally obliged to issue an RNS, no excuses.
No RNS means no significant news. That's not to say they couldn't give some sort of update, possibly explain why they were still saying Modi trials to start in H1 days before the end of H1 and when H2 came, absolutely no comment.

Ivy,
Scancell signed an agreement with Immunid back in 2015.
I'm not sure if the agreement is still in force or whether it does the same thing as Poolbeg.

https://www.scancell.co.uk/scancell-and-immunid-announce-collaboration-to-predict-scib1-responders-using-immuntracker®

Ray,
What spoils? I got paid 1 US dollar for my last patent!

bill,

That's an interesting comment - "we'll have to adapt the vaccine".

Scancell's vaccine hopefully will work for longer before having to be "adapted" . But in time it surely will.

Which led me to this thought. The big thing in computing (one anyway) is machine learning. My son has taken up a post with a big law firm and that is what he is working on. So why not a vaccine that "learns" and adapts itself?

If Prof Durrant is reading this, please feel free to pursue in the lab. Remember to include me on the patent! :)

Talking of formulation, does anyone know if SCIB1 has been reformulated for the combo trial?
Or is it the same as used for the phase 2 trial?

Crumbs,
A bit like SAAB making cars to prove how good their planes are?