Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Hi Ruck - the word used was 'prime' not 'priming', therefore I favour your Option 1 . . . . maybe Option 3. For me, 2 is a non-runner. It will all surely become clear on Monday . . . . . it's further good news that it we'll be getting an update on SCOPE that has been Authored by the Trial centres.
Inan, happily, has noticed that this RNS cites a different list of Authors to the previous updates. And the Authors appear to be from the SCOPE trial centres !
Yes it looks like an update is coming !
Talking Scancell . . . an interesting and relevant discussion over there on PoG, between Ruck and Inanaco.
Ruck asks, "So what is “prime time” in the context of the presentation title?"
Inan replies :-
"Vaccines are heading for "prime time news coverage" just like the check points did a few years ago. Even though they have approvals .......... they have failures as the industry pushes for very tight marginal improvements across multiple cancers its recent failings in Ovarian highlight the enormous potential if you can make them work.
Scancell has the Red Bull RB20 and the driver ..... what the market forgets, the Immunobody can play on any track along with Moditope.
The full scope of that will come this year as results are presented"
Prime time news coverage - that would be nice . . . GLA
Rob - just checking on PoG I see Inan, back in the action happily, has noticed that this RNS cites a different list of Authors to the previous updates.
And the Authors appear to be from the SCOPE trial centres !
Yes it looks like an update is coming !
Chester/Rob - re. BioNTech I think Scancell are just elaborating on the Symposium that we are presenting under.
Moving on, I wonder if in these words, Scancell are suggesting they will bringing us an update - "SCIB1 previously demonstrated an 85% response rate among 13 first-line advanced melanoma patients".
I.E. - 'Previously' - so there'll be something new on Sunday?
An RNS any day up to Monday 8th ? https://www.aacr.org/meeting/aacr-annual-meeting-2024/schedule-at-a-glance/
Agreed Rob. Thanks Berm and as said by C11, tidying up. Scancell pulling it all together IMO. GL
Thanks Balerno for your 10.20 and Moonparty for the reprise re. iSCIB1+
And Asco just around the corner - happy days . . . .
Dracula - you are as mysterious yet transparent as ever. And BTW, why would anyone sell to keep the price down?
NO chance AT ALL of a cheap buyout. As Konar posted at 16.10, "There is no way someone buys up a controlling stake on the open market without driving the price through the roof."
Vulpes and Redmile fully know what they have here with their ample shareholdings and IMO, they'll not be divesting 'cheap'. As EE pointed out, any offer would have to be at "a price that is attractive for them (or) there will be no bid".
Filtered.
Reminds me of a song, "you've got to, accentuate the negative, ignore the positive". Dooh - well done Scancell and Royal Preston Hospital!!
Don't mess with Mr In-between . . .
Why whinge about that Rich ??
Great news - I don't care when I get it, as long as I do . . .
Well done team Scancell !
Re. your last post, make that at least 2 persons Chester !
And this in Bermuda's reply to you, hoping that - " top line results for stage 2 of the SCIB1 study are as good as stage 1", am I correct in remembering that Prof. Lindy said that the chances of that were around 90%? (I'm hoping I haven't pulled that quote from another context?).
IMO too, it's fair to expect news in the coming weeks ! GLA
Yes Drac. So when "good news IS out there we would be seeing It In a very progressive SP movement" or words to that effect. A SCOPE update seems likely in the next few weeks. Thanks for the positive view.
Johnny thanks for the MM perspective.
Hadley - please, what program? What time ? Thanks.
BioNTech had a good ride with Covid vax . . . let's hope, for their sake, they haven't 'peaked'. Do they need to get out of their 'tunnel' in which case, some Scancell assets might be useful for them?
Violin - your 11.06 had been fairly answered by both Bermuda and Johnny, who are certainly as likely to be as right, as anyone else. Did you miss their posts?
The other day you posted that the SP will fall even when good news arrives - I thought that an interesting mindset, akin to legendary negativity.
No one will be snapping this up for 50p IMHO. TCOY . ATB
Hi Barbel. I see that's your first post for 6 months or so. Glad to see you still 'keep the faith'. You've been holding for many years? ATB
BOJO thanks for your 09.13 and Ray for 11.15 and 11.35 giving us a really helpful and clear explanation of Avidimab - a good refresher for oldies and an essential for newbies.
So come on Genmab and all !!
Cleaner/WTP/Drac - thanks for those cheering thoughts for the weekend. It's fair to suggest the possibility of wider Genmab interest, after all, their toe is already in the water.
That's not to forget Merck, BMS, Pfizer, Moderna and others. Though I have long expected BioNTech to 'frontrun' with interest in Scancell because of their longstanding familiarity, I wonder if their thrust into science is stuck in their own no doubt brilliant tunnel.
We'll see. But if data from Immunobody and Moditope platforms continues to be strong, Scancell are sure to be 'hot property' in due course, as the case against personalised vaccines goes under the spotlight.
I won't be selling more than a few for 50 pence, that's for sure.
All being well . . . . .
WTP - re. "we continue to build SIGNIFICANT momentum" - that's a very strong comment. Thanks for highlighting it. But IMO, 'nothing between the lines.
Sath appointed on 29/8 has now as expected, been made a Director. At the AGM etc. I thought Sath showed composure and charm and I feel Scancell are in very good hands, on this front too.
In fact, the whole Scancell team is looking as good as it needs to be.
Now for data . . . . tick tock . . . . . . .