Member Info for RuckRover

C7,
"Are you taking your Primrose Oil?"
LOL.
BTW, Chelsea's defence has been terrible since I put in Mendy, Zouma, Chilwell and James. If you're not nice to me I'll keep them in!

Yes, charts only work if they are indicating a buy :)

LL,
You reminded me - he had to wait 15 minutes to make sure there was no adverse reaction. This increases the total time per patient to 25-30 minutes, hence the car park congestion.
You asked "I hope you FIL cam out on top."
Well, when we got him home he skipped up the passage and asked for a tot of rum (ex navy man).
Makes you wonder what they put in the jab lol.

Yardstick,
"So why is the sp stuck at 11.4p ?"
So when you see a car stopped at a red light, do you assume his engine has conked out?

LL,
It was 96 year old father-in-law who had the jab - I'm not over 80. I'm not even in the over 65 (yet) !!

I expressed some concerns about targeting the very elderly. I understand why - I realise they are the most likely to die if they get Covid. On the other hand, they are probably the most shielded. My father-in-law doesn't go out, doesn't mix with anyone outside of his bubble (us), doesn't go to work and doesn't use public transport.

Today's experience did not inspire me with confidence. In our village we have a brand new custom built medical centre (courtesy of Barrett Homes) with around 70 car parking spaces (10 for disabled). It is less than half a mile from my FiL's house. He gets send to a surgery 20 miles away that has 15 spaces (1 for disabled ), to describe them as "tight" is an understatement.
Of the 20 cars fighting for one of the 15 spaces:
some were (like me) taking a wheelchair bound person - so you can't reverse because the wheel chair is in the boot and need room between the next car that will fit a wheelchair.
A very few were small cars driven by the eighty year olds
At least half were enormous 4x4s (i'm not talking RAV4 size, I mean Toyata Amazon, Range Rover, Tourareg. There was even a Izusu twin cab long pickup truck.
I had to park across a couple of cars so I could get my FiL out so my wife could wheel him in and I would find somewhere on the road. One of the eighty plus drivers decides not to wait two minutes and decides to reverse through a gap at least a foot narrower than his car. Fortunately, someone managed to stop him before he hit both cars.

Now tell me, has anyone thought this through?

Alma,
Firstly, welcome to the board.
"My take on the recent purchases by Vulpes is that no news is imminent. If it were, Vulpes would be an insider and could not have dealt."
Secondly, I have the title "Head GoG" on this board, are you after it?
It may be that Vulpes know news may be imminent and were getting their purchase in before they heard it.

Anyway, two small top ups for me at 11.4 from the left over funds not spend on the 13p OO.

Thinking about, pre clinical positive news on Covidity plus trials starting (Covidity) and more funding (for Covidity) though not totally unexpected, would give us a nice boost.

Sorry, C7
I misread the title - I thought you said to GoGs ears!
Taking my father in law for his Covid jab this morning. It's 20 miles away so the whole trip will be a couple of hours - it takes 20 minutes to get him from the flat into the car!

C7,
Well the Vulpes buys are reassuring.
As for "Expect the unexpected!!!"
Well you can't predict what the unexpected is or when it will come. Personally, I prefer to wait for the " expected" - trials restarted, data produced and an SP more in line with what the company is worth.

That almost gives me confidence to buy a few more myself!

Bermuda,
Great post, thanks.
I do find it amazing that people still hold the notion that things can be done quicker by throwing more money and resource at a project.
It was interesting in the panorama program on the BBC last night, that once the DNA sequence was released, the vaccine was designed in 48 hours. The elapsed time has consisted of manufacturing, regulatory approval, trial recruitment , trials and analysis of data.
The £2m Scancell received is simply to show they could come up with a viable vaccine. Seems quite generous to me.

I thought I'd start a new thread, following on from the SP and what affects it discussion.

Here are some of the RNSs over the past 8 years and the effect on the SP. Where there are multiple percentages listed, these are the daily changes in the days following.

15/08/2012 - Moditope +40%
17/08/2012 - Calculus Holding +30%
20/08/2012 - Moditope Market Update +22%
21/08/2012 - Correction +16%
01/10/2012 - Unknown +21%
06/12/2012 - SCIB1 update +16%
12/03/2013 - Journal of Clinical Investigation article +11, +13
09/07/2013 - Placing at 22.5p -43% (was 49.5p)
23/07/2013 - DE KCB purchase +16%,+11%,+12%
02/10/2013 - Investor update -16%
09/12/2013 - Half year report (MODI1 trials to start 2016) +23%
14/10/2014 - AGM and development update + 12%
23/10/2015 - AGM -15%, -12%
29/12/2015 - SCIB1 combo trial announced +20, +24%
09/03/2016 - Placing at 17p - 13%
17/06/2016 - SCIB1 out of date -16%
14/12/2017 - CRUK deal announced + 14%
08/02/2018 - Grand Challenge nomination +18%
15/02/2018 - ISA Collaboration +16%
18/04/2018 - 12p placing -27% (current 17.5p)
24/10/2018 - FDA Ichor device query -17%, -9%
05/11/2018 - No reason, average volume +28.5%
23/01/2019 - Didn't win grand challenge
10/05/2019 - Modi1 manufacturing prep for Q1 2020 start +17%
13/06/2019 - Vulpes placing 5p +33%
04/09/2019 - Avidimab Collaboration +12%
19/12/2019 - Vulpes additional investment +13, +10%, +6%
20/02/2020 - Avidimab collaboration +17.6%
24/04/2020 - Covid vaccine development +52%
28/04/2020 - Vulpes sale -18%

Hasiba,
"Didn’t realise you have been in sclp 12 years...that is quite unfortunate!"
And just to prove my point, you haven't been here long but make the above observation - very true for all long term holders!

Hasiba,
Just for clarity, I wasn't accusing YOU of screaming tantrums.

Hasiba,
Please be assured that I believe who you say you are and you have made the purchases you have said you have.
Surely a discussion between someone with 30 years investment experience and someone with a 12 year Scancell investment can explore all possibilities. Maybe each of us learn a little from each other.
I see absolutely no need for screaming tantrums.

Hasiba,
Forgive the little chuckle but someone who first invested Oct/Nov 2020 telling someone who has been invested since July 2012 that data gathering takes 6-12 months is rather ironic don't you think?
Of your items that may cause a spike, I'd only say "selling one of the products" (or even the company) is going to do that.
As a long term holder, the data from the SCIB1 combo and the MODI1 trial are the things that are going to unlock value.
As for Director purchase - unlikely, and no effect on SP if there was.
II investment - not needed, if there were it means further dilution SP could drop.
Collaborations and partnerships have been announced in the past with no significant impact on the SP.
You mention in a couple of posts buying the "dips". I'm not sure buying at every price level on a steadily falling share constitutes "buying the dips".
Anyway, thanks for the polite response and I wish you well with your investment.

Hasiba,
"I have no doubt Mr market will wake up to realise they have missed our real value"
Or you could say, Scancell have failed to show the evidence of their real market value to Mr Market?
As our CEO says, ...great products lead to great data....
As of now, we haven't managed to provide the great data, hopefully by next year.... who knows?

Hasiba,
"It costs hundreds of millions if not more to get one drug from R&D stage to complete all the trials then preparations for fda plus getting approval and then marketing it….
No chance of sclp at its current state is able of doing this with a-few tens of millions in their kitty .."
I have to agree whole heartedly with the above as it is what I have tried to point out for many years now, mainly falling on deaf ears. Hopefully with your 1m share investment people will pay more attention.

C7,
It's understandable that we feel like that. Covid has affected every facet of everyone's lives in virtually every country in the world. It's bad enough for the fit and health but worse for those who are suffering illness. Now's the time to focus on coping with the present and looking beyond to the future. As they say, things can only get better (let's hope!)
ATB

C7,
"Thanks, I find it hard to imagine that Redmile did not take into account timelines to initiate again the SCIB1 trial and a trial date for MOD1. With such uncertainty surrounding that I would love to know what they budgeted for and on what basis."

I'm sure Redmile left no stone unturned and took everything they possibly could into account. It's not as if the Covid situation was thrust upon them AFTER they had invested.
So maybe they plan to make a 900% return in three years instead of two? If they waited a year until the Trials were back on track, who's to say the SP wouldn't be double?
Covid is just a delay, not the end of the line.