Member Info for TommyFlowers

Ms Durrant holds 10,439,742 shares (pre options) or 2.69% of issued capital ..... Not a massive commitment really .... she knows the science better than anyone and who might be interested and and who is not ..... she has not added to her position since 2014 it would be a good signal to see her topping up on market.

Inanaco, I get your point, I really do. But 20 million split between a number of groups for something that is maybe 8 -10years from market, is in my view a distraction at this point. The focus and sole focus should be on proving up the science on the rather large opportunity that is directly in front of us. Give me a choice of Jan 19th as a start date for clinical trials or a Grand Challange win, for me it would be the clinical trial and by a street. Today market cap is 31 million despite all the great science and potential. Adding more long term potential will not help the market cap... the market wants proof that some of this amazing science can be converted. It will come, but until it is clear to market that it is firmly on the horizon non of us is going to be happy about the share price. I am in no way negative otherwise I would not have come on board but I have bought because I expect in the next 12 - 18 months the science will be tested and proven. I will completely honest if we saw a 25% or 30% bump on the back of a Grand Challange announcement I would probably trim a little bit and look to buy back after the excitement fades or the launch a CR.

It is easy to tie onselves in knots over the share price .... but the share price is not the science. It there is proof via clinical trials that the science works that will drive the share price to the levels we all believe are possible. However I still contend that the CRUK Grand challenge is not a rerating catalyst (other than for a few days), if anything it maybe a distraction or the set up for a CR.

Give us definitive start dates for clinical trails and share price will react strongly. It is the only thing that matters in my opinion.

Founder of Oxford Instruments. You would made a lot of money following him over the years. Knows his stuff but medical devices is more his thing. I know he was Chairman of one of the VCTs that invested in SCLP back when it first started. I think I saw that he and his wife came in as individuals at the last placement @2% each. In his 90s now but still active with investing. I found OMG LN and VHT AU by searching on his holdings. If I can find the document with the shareholders I will post it.

Trinity Delta released an SCLP initiation report today. Here is the summary of the financials section.

Following a share placing of £6.9m (net) in April, Scancell had cash of £10.3m at FY18 year-end. A further £1.1m (net) was raised in May. The forecast cash burn of around £6.4m per annum over the next 24-36 months suggests a runway through to early 2020. However, in addition to the funds employed in progressing the clinical programmes to the next value-inflection points, we would argue that the opportunities that are presenting themselves to develop the two platforms would warrant a strengthening of the capital base. Our forecasts suggest a funding requirement of c £12m within the next 12 to 24 months.

Does anyone no if Sir Martin Wood is a shareholder ? I think I saw somewhere that he had @2% holding but I can not find it now.

I am amazed that this stock does not get more attention ..... Globally they "own" a fast growing product category, management is good, governance is good, they communicate well to shareholders .... what is not to like. You can quibble over the valuation ..... but as a wiseman once said "better a fair price for a great company than a great price for a fair company".

Chelsea, Many thanks. I agree with everything you said however my working thesis is that dilution is inevitable. That question I have is how much and at what price. Very interesting company, very interesting BB.

I am new to the stock and have found much of the discussion on the thread useful in getting to understand the company, so thank you for this. However, I do not expect the shareprice to do very much at all until we have firm dates for either one of the scheduled clinical trials. I think the CRUK Grand Challenge may give a trading bump but not much more.

I am hoping when they report next week they start to give a bit more information with respect to profitability outlook, I don't need to see near term profitability but I would like know where we stand and where we are headed.

I am pretty impressed at this point with Hillary the CFO and I like the fact that she appears with Jamal at many events.

I have started to do some work on this name, they have a very interesting opportunity in front of them. My big concern is with respect to the largest shareholder Amphion, if Motif Bio’s shareprice does not start heading north soon they will not be able to support any POLX capital raise. Without Motif starting to perform they really do not have a pot to piss in, this complicates things for POLX. They cannot be that far away from seeking a fresh top up of capital, so I will keep an eye out for the RNSs cranking up. When they do come to market and a little more liquidity is created I will certainly be taking a serious look.