Member Info for TommyFlowers

This is bad for MTFB ... it is the end of the line for AMP.

issue/concern seems to be around liver toxicity

additional data needed

Yes. Press release just out not good not approved

Here is how I look at it ..... we are carried through SCIB 2 .... put everything else at 0 .... I think that is worth current GBP 23 million market cap alone. I think there is very limited downside fundamentally ... that said I fully expect that we trade lower.

If we get a near term start date for SCIB2 we are back to 12p in a hurry.

Gun,

Not sure technicals will help with this one. Clearly there is one or a number of larger sized shareholders that are done with SCLP. They just want out, dont really care about the price. I think we only go up on news or when the seller/Sellers are done. Just keep nibbling on the way down only way to play it.

I have to say I am seriously impressed with the dedication that posters like Inan and C7 show, when looking at the number of posts they have chalked up over the years. Flowing from yesterdays posts I decided to work out how much time they have dedicated, so If each posts take say 60 seconds (including the reading of others posts) that adds up to 575 hours in C7 case (who appears to be the winner in this regard). That is a not insignificant amount of anyone's time. SCLP should be paying you guys because at least you care about the share price and keeping investors informed ..... it seems that is a damn sight more than they do.

Now if we could only find a way to turn this productively in shareprice performance then we would all be smiling!

There seems to be a new presentation, post placing, on the corporate website. Breaks out some of the economics a bit more clearly then they have in the past.

http://www.polarean-ir.com/archive/presentations/polarean-company-update-jan-2019.pdf?v=b

The shareholder structure works against the shareprice at times like these .... 100s of small shareholders some of whom just want shot of SCLP (probably after years of patience) at any price, probably not meaningful to them at a total level, just want to be shot of it and move on. Not everyone will have the emotional fortitude of a C7 or a Inan who are able to stay strong year after year and have posted 1000s of posts. Weak hands and all that, great opportunity for someone though. The company should be filling the information void with more communication, some form of investor outreach ..... they are really really poor in this regard.

Crumbs,

Not sure if this one is for me. Not a critique of the science more of the BOD ability to turn that in to something that the market is prepared to pay up for. In my view more science is not the answer, concrete steps towards revenue generation are. In this respect we have below avaerage management. Today SCLP is valued at less than a decent premier league striker. So what is the problem .... we don’t think it is the science ... some of us have tens of thousands of posts exploring every detail of the science so it must be something else. That something else is management .... history is replete with companies that had better products or science and because of management quality did not make it. Management has until Mayday in my view to prove more wrong or I suspect that we will be heading for trouble. I keep the faith but I am realistic about the probability and possibilities that CH and others drive us off a cliff. The science however will no doubt live on.

Ruck,

It would be Ironic given that to date the more great science that SCLP has and the more “validation” of that science SCLP has the lower the share price goes. The inverse correlation between these two is very clear. If that cycle is broken it will only be via old fashioned “validation” of progress towards commercialisation via positive trials results.

C7, then give us dates and updates. Tell us what the problems are or at least how serious they are. Let’s just assume they come out in a months time and say SCIB1 trials delayed again to 2H I suspect people are not going to line that, I suspect share price will not like that with proper and clear communication problems which many pharmas encounter can be navigated. With piss poor communication and a tank that is just about to tick in to the red it is a fatal combination. I hope for the sake of my wallet that they do not need to guide for a further delay.

Trials, trials, trials ..... seems to be the one thing the board have a problem understanding and delivering.

I suspect this means one of two things ...... either bolt on any deal now in order to pad out the prospectus and inflate the IPO price or concentrate on getting IPO done and do deals with the proceeds. So I think we either get a deal very soon or probably later in the year on the other side of an IPO.

https://www.bloomberg.com/news/articles/2019-02-05/cancer-vaccine-maker-biontech-is-said-to-consider-ipo-in-u-s-jrs6zoab

Trader250, David Evans is largest holder @ 43 million shares... Mr. Gillies holds @ 4.1 million shares about 1.28% still a very decent number.

Inan, ... you may well understand the science as well as, if not better than anyone on the BB and the quantity, quality and depth of your posts are impressive indeed.

But the simple fact is we trade below 7p per share so at this time the market is not buying the science and cash is tight ...... in your view why is that and what can be done to correct that situation ?

One of those stock that I do not understand why it does not have more of a following. Seems very well run and very solid to me.

NXC also said is that SCLP is undercapitalised and European investors will only pay for trials results and it is hard to get the US investors who are prepared to pay for science and early data to cross the pond. So to paraphrase SCLP does not have enough capital at this time and it is listed in the wrong market to be given proper value for its science without trial data. So if we take that as a reasonable assessment from someone who stood at the helm then it says to me that the only thing that matters is trials, trials, trials. The only other thing current management need to do is make sure investors have the clearest possible understanding about trial timings and issues. Current management have failed completely on this second point. In fact this is one area that NXC understands well, leaving other issues to one-side everywhere he has been Chairman communication with shareholders have been pretty good.

C7,

Sorry can’t agree with you on this one. Other pharmas with clinical development pipelines seem much better at managing information flow. For example does anyone know specifically what the FDA questions relate to? That would be a starting point to help us understand the current situation. We have plenty of people on here who would be able to put that information to good use. I can’t see that it is sensitive in anyway. Management suck at IR .... they are not out in front of the issues... they often come across as confused and some of their statements are contradictory .... which is probably not reflective of the reality. Perception is important.... perception of SCLP is A grade science, C grade management. That perception is probably unfair and easily fixed.... Chairman should be all over this it is the one thing they have control of at the moment, much of the rest is out of their hands.

Ruck,

Weeks would be great. I think 2 or 3 months we can still work our way out of the hole after that I think we hit the event horizon. If no FDA clearance by then I think things could become very chaotic. You have to think the issues cannot be that significant but the company effectively keeps us in the dark so we really don’t know. Fingers crossed for days/weeks.