Member Info for TorquayFan

We ALL "follow Lindy and Vulpes" as avidly as you do C7 but that alone does not make game, set and match. I for one welcome David Evans comments - SP is at 6.95 pence now so maybe good to know that an escape route at 22 pence + CVR exists IF NOTHING BETTER TRANSPIRES.

Saturday I walked from St Ives to Zennor then back to Godrevy where at least 100 seals were 'basking' on the beach and yesterday, glorious Padstow and the Camel estuary. All very lovely. Topped up by David Evans insights, a good weekend.

I'm off now - things to do . . . ATB

Thanks and post rec. We are certainly in 'wait and see' territory and I am glad that Mr Evans has enlightened a new dimension. Back to sleep. ATB

For the umpteenth time C7, you didn't keep your promise to use the filter. And you keep invoking me, rambling around trying to construct personal issues here and there. I can't reply to all your ramblings in detail so I'm back to sleep now and suggest you do the same. Many posters seem convinced on good grounds that NXC is David Evans and as for me, I'd stake your life on it LOL. I'm grateful for his insights. ATB

Just for interest C7 - "indeed he (DE) would be completely unaware of modications to the platforms" - to the contrary, I'm sure DE will be FULLY aware (as any other PI) of developments in Scancell since he retired.

Vulpes involvement is very encouraging, as was L & G's, but that doesn't make a good outcome certain.

DE mentions 'investor fatigue' - IMO many PI will identify with that. For myself, whilst still optimistic, I try to look at events as they are. The recent and welcome rise of about 40% (say 5p to 7p) with my average of 17 pence represents, yes, 40% of my original investment. So for me and many others I guess, investor fatigue is in place. Those reading your posts tonight might wonder if you feel the same, but are posting in denial. As for posts you demean as 'a negative slant', maybe, it's just trying to face things as they are. No amount of lengthy bluster cahnges the realities.

I don't know on what authority you state this, "LTHs clearly see that further discussion is not felt warranted". Again, to the contrary. IMO.

With respect you should leave the territory of "our dreams can make us fly" as far behind as you can. ATB

I agree with 2 points in your last two posts.
Being, we all want the same things and let's make the most of it. GLA

As an ADVFN reader, it is MHO that the poster NXC IS indeed David Evans our previous Chairman. I'd put that at 100% certainty and will apologise most humbly if incorrect.
Just his musings.

Not 'insider info' it is musing and I'm grateful for that.
Take it easy and let's see ?

Post highly recommended.
Indeed. Let's see what transpires. GLA

Last paste +1 . . . . Bermuda explains 'Contingent Value Rights'.

". . . when a company is acquired, it's basically a way of compensating existing shareholders for the loss of potential future returns. In Scancell's case it may well be that the structure of the deal would allow for the CVRs to be triggered in stages by certain events. eg. Tranche 1 when Moditope completes successful phase III trials, tranche 2 upon marketing approval and then another on achieving a certain level of sales. The drawbacks are:-

1) There's obviously no guarantee that they would ever pay out
2) Depending on the terms of any deal, even if they do reach the stage of being paid, it won't necessarily be in cash - it could be in stock or even loan notes
3) CVRs can't be held in an ISA

On the plus side, they are at least a way of offering something to existing shareholders."

Thanks Bermuda and NXC and GLA

"My instinct is that there is significant investor fatigue - that combined with a challenging investment climate will make a further fundraising difficult thus highlighting the vulnerability of the Company to a takeover approach. I am being lazy in suggesting Biontech as it is the most obvious but they have an inside track - they would probably bin some of the peripheral stuff and cut overheads and concentrate on Moditope.
"CVR's can be abused and are used to dress-up deals into bio-dollar billions so I would not be surprised if the figure you quoted is correct. If constructed carefully then the earn-outs can be achieved and Scancell have a positive track record in that regard when the antibody business was sold to Peptech ( coincidentally John Chaplin was CEO of Pantech at the time)".

Last paste - hoping for comments. GLA

David Evans back on line . . .

"My instinct is that Scancell is quite vulnerable to being taken over by Biontech - not for cash but for a paper swap - there would be a logic to this and the cost to the acquirer would not be that high in terms of upfront - anything above 22p would probably secure success with any upside from there being tied to CVR's which can be constructed in any shape to make the deal palatable to both sides."

MMMMmmmm

Your 02.20 is just bluster C7 - it's plain to see. If you are 'fed up' with spats, don't promote and dramatise. You regularly invoke an intention to 'filter' me but it never happens, unfortunately.

I won't ever filter you for reasons I stated before. We both have better things to do with our weekend so see you Monday. I wish you well and a HNY too.

C7 - you have dramatised on the BB about 'spats' and are invoking me at will - why ? And your 21.43 is manipulative - "The reality of these spats is also a crying shame for 4 shareholders". MMmmmmm. Crackin and Drac are around - are you rattled? Non compliant views hurting? All good fun - I bet Martin Diggle had a giggle at your 21.27 typo.

Chester - I don't always agree with Dracula and Crackin but their points are worth considering.

Just for the record, I too am delighted about Vulpes' involvement, as are we all I guess. But that doesn't mean Scancell have cracked it yet. I also believe as always that the science will see us through, but !

Move on Guys . . .

Move on Guys.

C7 feud and vindictive noise. What's that about ?
RW - no need to be sarcastic.
Anyway more tick ups would be fine !

Posted at 007 (appropriately) - "I don't claim to be an expert on the science. Anybody here who claims to understand and operate at that level is a liar".

Inan that's not calling ANYONE a 'liar' is it ? No-one, as far as I know, has claimed to BE an 'expert' in the science have they ? To do so they would have to be at 100% of the Lindy measure . . .

Mine 06.07 - "I'm glad that we have a number of posters including yourself (Berm) who have worked hard to get some understanding of the science, even if admittedly incomplete." That applies to you too Inan - thanks for all the science stuff you DO contribute.

Anyway I've been in Cornwall for 10 days and just seen the sun for the first time. So now, a walk from Carlyon Bay to Charlestown beckons. End of shift.

From Bermuda's link :-

''CARVac, a first-in-kind RNA vaccine approach promoting the amplification and persistence of CAR-T cells in vivo" and "BioNTech aims to overcome these hurdles by targeting CLDN6, a novel tumor specific antigen expressed in multiple solid tumors, in combination with an RNA vaccine promoting the amplification, persistence and efficacy of CAR-T cells in vivo."

Interesting stuff is it not ? It'd be good to see some quiet discussion from the 'Team' as to how this fits into the wider picture and any implications for Scancell?

And Inan, this is very insulting - "is this what you lot have become .... ?? "

. . . for posting this tweet from Lee Machado - a familiar name. Good to see but I wonder why Scancell thought it worthwhile to repeat - any particular reason??

https://twitter.com/scancellpharma/status/1212868279825502209?s=20

Thanks for that link Bermuda. BNTX have a lively stream of action behind their now $7 billion Mcap and hopefully that includes the cooperation with Scancell. Or has the Scancell project been been stranded on the side by those rushing waters ? It seems a long time we have waited for any sort of indication as to progress ?

Bermuda you posted that for us at bedtime - I was asleep by then ! I'm glad that we have a number of posters including yourself who have worked hard to get some understanding of the science, even if admittedly incomplete. Apart from Prof. Lindy, I'd guess only a few at Nottingham approach 100% knowledge.

Inan thanks for the clarification . . . . . . . . . . More blue please. GLA

Agreed. Maybe Admin are still tipsy from New Year's Eve.

Tks for reply but I was referring to BioNTech . . .
Let's hope Scancell can blue more and HNY.