NXC/David Evans ADVFN 2860026 Apr 2020 01:28
Hi Kat, nice to see you posting. Just for the benefit of newer Posters here who might have missed your drift, your Saturday 12.05 was by our previous Chairman, Mr David Evans, who you fairly describe as "a well respected poster". I'll second that description and have always found Mr Evans contributions MOST balanced and enlightening. Hope you are well.
"Funding remains the critical factor - without that it's just a bit of powder-puff PR - I have no insight into whether funding will be available - it is a crowded space and within a UK context the Establishment have duly anointed their favourites - it was ever thus. If SCLP can access funding I think the dynamics of the current situation are completely different;
1. The need is immediate and evident and the naysayers of cancer vaccines are irrelevant.
2. The timescales to demonstrate efficacy are shortened compared to their oncology trials
3. More of a personal view but I do not think that the Oxford vaccine will be able to demonstrate any longer term efficacy - I think the underlying mechanism of action with Scancell's T-Cell approach offers the possibility of a) long term protection and b) protection against a range of coronaviruses (present and future).
4) The route to commercial exploitation is more straightforward.
Life as a Scancell investor is never straightforward but on this one my glass is half-full."
Thanks Mr Evans and Kat - more please !