Member Info for RuckRover

Dear President/Prime Minister/Comrade ............,

We are an Oxford based biotech specialising in vaccines. We are developing a vaccine to provide protection against Covid. This will be a "second generation" vaccine providing protection that will be effective against Covid variants and is longer lasting.

Our product is currently in development, not in human trials. However, it is based on our platform that has shown exceptional efficacy and safety in phase two human trials so we believe we have a good chance of success.

If it is successful and gets approved, there will be unprecedented demand. This is why we are offering you the opportunity to place an advance order now. The price will be £8 per dose and we require payment in advance (non refundable)

Yours Sincerely,

....

Kashdog,
It's all about balance and having acceptable proportions of share discussion, off topic and social interaction. The primary purpose of eating is to provide food and nutrients to the body but we don't just take a pill - we have a variety of flavours and textures, sauces, condiments, herbs and spices. This makes the experience more palatable and enjoyable.
People's personal life experiences and life style provide context to their views and comments.

I share your frustration that sometimes trivial points are discussed when important issues are ignored but on balance better to have a little too much than none at all.

Bermuda,
Thanks again.
"but I don't think LD is saying they're building a new version of SN14 vaccine."
Unfortunately we don't know what LD is saying. All we knows is Inan's interpretation of what he thinks she is saying.
I do wish this information was disseminated through the proper channels.

Ivy,
I appreciate the response, thanks.

The fact that Scancell are targeting the N protein is not new news, we have known this from the Sky piece and a later RNS.
But saying you are developing a vaccine that should work against many variants of the virus is very different to saying
"They are building the Virus SA variant 501.v2 to test SN14"
in other words, a vaccine that specifically targets the SA variant.
Or am I missing something?

Also, shouldn't Scancell be securing an advance order from the South African government- payment up front of course!

Chester,
"Please don't forget that each patient receiving the vaccine has to be monitored for a minimum of 15 mins after the injection."
My experience taking my father in law for his jab was that a good half couldn't be bothered to wait at all, and others only waited 5-10 minutes.
My fil only waited 10 minutes but it takes so long to get him into the car he was on the premises for a good 20 minutes after his jab.
I'm not sure if this is typical behaviour or exceptional or indeed if it has any impact on vaccination rates.

Bermuda,
That is great news if it's true.
If it is true, shouldn't this be shared with the market rather than one individual?

Ratty,
You make a good point. The increase in general awareness around vaccines, the immune system, t-cells and avidity can only be good for Scancell.

Hi Ivy,
Market cap and SP are linked.
Market Cap = SP x Number of shares in issue. If the SP rises, so too does the Market Cap.
What's a realistic target Market Cap?

Today, the actual market cap is £114M (14p)
Trinity Delta predict £144M (17.7p)
RG eight years ago thought $1B (£740M) (90p)

So yes, I do think Scancell is currently undervalued for reasons discussed at length on these boards.
The major one being the hold up in trials (and therefore data) due to Covid.
Hopefully now we have a viable, cheap vaccine from Oxford Uni, the crisis will be reduce by midway through next year.
Perhaps a nobel prize for Prof Sarah Gilbert - the woman who saved the planet?

TF,
"As I said, maybe that RG comment was before your time"
No it wasn't - I was invested well before the RG comment. My 8:00 post IS a reference to the RG comment that their plan was to sell Scancell and that deals of one billion dollars (NOT GBP) were there to be done. $1B / 1.6 /194M = £3.22 per share.

Just to reiterate, any idiot can pluck a figure out of the air without any thought or reasoning. If due to completely unforeseen events the figure turned out to be close, it doesn't mean the person isn't still an idiot.

TF,
Well any idiot can mention any price they like. When you ask them to justify it they are found wanting.

Keiny,
There is no evidence that the current BOD have a figure of £3.20 banded around 8 years ago still in their heads. It sounds like it is in your subconscious mind though and probably many other long term holders as well.
A lot has changed since then. To decide whether or not that figure is still relevant today, you need to determine:
1) was the £3.20 figure reasonable back then.
2) what has changed since then.

I spoke to one large private investor at the 2019 AGM and he felt that the £3 figure was overly optimistic and many had got a little carried away. The figure was purely based on a comparison of what other companies had been sold for at the time -
1 Billion Dollars divided by 1.6 (exchange rate) divided by 194Million (shares in issue at the time) = £3.22

So what's changed since?
Well, the sale of the company strategy has been shelved for the past eight years and there is no indication it will be off the shelf soon.
Whilst the science and products have been added to, we still are waiting for the data and deals that will "monetise assets".
Since the £3.20 figure was muted, the shares in issue have gone up from 194M to 815M (could go to 985M). This level of dilution brings the £3.20 figure down to 77p (63p fully diluted).
Of course, the IP has been added to with the potential of Moditope, Avidimab and possibly Covidity but these may merely give justification to a $1B valuation rather than increase it substantially. But let's say it doubles the value to $2B. Taking into account the exchange rate of 1.35 today (rather than the 1.6 back then) this would give an SP of £1.82 (or £1.50 fully diluted.) Realistically, I am looking for between 70p and £1.

Happy New Year!

Happy Xmas to everyone.

Sorry, hasn't!
Don't get excited.

Seconded.
Surprised that the SP has added another 4p.

OK hasiba, hope it continues its rise for you (and me!)

C7,
Yes, that pretty much sums it up.
Worryingly, a virus that is 70% more infectious will increase the R rate if people behave as they are.

C7,
I mentioned 111 because when I was feeling very ill and unable to get hold of my GP, I rang 111 for advice. I expected they would tell me to go to A&E but they did an assessment and contacted my GP surgery and told them I had to be seen that day which I was.

Hasiba,
Is that your 30k then? I'd have thought you'd be locking in some profit!

C7,
Have you tried calling 111?