Member Info for TorquayFan

WTP 10.08 I agree - but "attendance"? It's just we have a Guy there . . .

Violin - all good exposure? But it's not a Poster or an Address.

Cleaner 10.52 - I don't think, with respect, that a degree in Pharmacology will go far in science discussions in this gathering.

RW - I agree.

WTP 11.40 - "they feel they do not need to use it for a scientific platform". There's an assumption - I think maybe they're busy on much else - or weren't invited.

Violin - yes it's really good Sath is attending but IMO it would be because he has known 'meets' to do. In that way, Sath's attendance is intriguing.

Cleaner - agreed - "No one can afford to wait".

And GLA.

Hi Cleaner, re. 08.44, all very well but IMO your 15 indicators don't really point specifically to a JPM attendance at all. Myself I hadn't expected Scancell to attend JPM after attending a succession of Events lately and indeed, in terms of a Poster or an Address, we are not and it seems there's no one from the Science team going at all, at least AFAWK.

However, finding out that Sath is going, is still very interesting. I doubt that there'll be a resultant RNS on Monday but as he's not going to wander around doing nothing, I'm guessing he's there for some discussions with Invus, Pentwater, or Platinum and the like, indeed, some meets may already be arranged.

So all good stuff! Nice weekend to you.

Thanks Ciaskin/Dalester. Cleaner, very pleased to say I WAS wrong - it's good that we were 'told', even if not by RNS!

So no presentation or poster or science bods going but the CFO is - more than intriguing what he might be up to? Balerno thanks for yours. Sath has been invited, maybe arranged by Invus, Pentwater, or Platinum.

Fascinating news to wake up to.

Thanks Bobbust - yes Bazzoka noted that yesterday - good that Stifel are back!

I wonder why they left? Oh and 30p would do nicely right now. ATB

Hi Balerno - yes the statement is bullish for sure and maybe it was simply 'hardball' posturing in discussions that were intended to be private - Scancell are usually tight-lipped on this front. Encouragingly, a much higher SP would be envisaged needed to enable such a posture. AIMO

C11 I agree 100% with your 11.20 . . . . . 100% !

IMO there's been over-reaction to this 'tit bit' . . . .

Violin/Cleaner - catching up, it occurs to me that Lgbco have been very indiscreet in mentioning such a sensitive matter which, assuming it WAS said at all, would have been said in confidence with the CEO flying the flag in a scenario about which we just don't know anything at all.

However, IMO we should be reassured by these words also quoted, about such a move being made, "on the back of what they anticipate will be positive trial results".

The science will see us through . . . .

Hi C11 - I guess you refer to mine about the emerging JPM excitement, which is IMHO, probably misplaced. That's all.

As I said, I'd love to be wrong !! ATB

MattRempitt and Mayo - thank you for putting that into context. I'd forgotten the CEO's comment but anyway, I accept the cautionary words. Do you know what % payment we might get at any 'stage' along each of 3 paths, (assuming that there are 'stages' in fact)?

However, given that GenMab are a massive Company with effectively limitless resources, I find it hard to comprehend that it'll take them 5 years to move this science forward substantially - so let's hope anyway for something useful before that.

Thanks for posting.

Bazooka thanks and Burble re. ''Lindy noted that they will need a new contract manufacturer for iSCIB1" - any idea why that is? Is it ability to manufacture or window for manufacture? Thanks.

Burble, thanks for 12.19.

If/when the first milestone payment is received, it'll be more than 'interesting'. IMO, for Scancell to be seen moving along the path to $208 million x 1, 2 or 3 would arguably be transformational.

Am I right in thinking that on the path to, 'products developed and commercialised', we would be getting payments at stages along each of 3 paths?

TTBOMK the size these stage payments has not been specified as yet.

Yet another tantalising prospect in the Scancell armoury ! GLA

Me again Cleaner. Re. your 08.09 - indeed, as a massive established super-rich Company with 'well farmed' media connections, there is invariably an "abundance" of "media coverage" for anything Moderna.

I'm not sure if you are implying that therefore Scancell will receive a similar bounty when we have more news from the SCOPE trial. Somehow, I doubt that it will be that easy. However, more importantly, some movers and shakers around the Pharma, will at that stage know more about what's going on with Scancell.

The difficulties surrounding Moderna's 'personalised' approach have been described here with forensic clarity, to the point that convinced me, that, if SCOPE proves the 'Immunobody' effect, Moderna's ideas should surely, be booted right into touch because of the sheer impracticalities involved.

We'll see. ATB

Cleaner - re. your 14.50, I think it is safe to conclude that Scancell are NOT going to the JPM event and I think I'm right in saying, that we are usually told well in advance by RNS.

With SCOPE and MODI, it's a wait for more data, although Scancell have said there are "discussions ongoing with several Pharmaceutical and Biotech companies", on GlyMab and AvidiMab at least.

IF Scancell were attending the most we could hope for would be some helpful and progressive networking and IMO the idea that Conferences bring announcements of news/deals is misplaced. News is news and comes via RNS irrespective of the timing of Industry beanos . . . .

JPM is a major event but it's not relevant to Scancell's fortune or prospects - I would however, love to be wrong. ATB

Yep Violin - that's a little ! News to come . . . . . . ?

EE - nice thought . . .

Not impossible but atm still 89.25 pence to go !

Violin/Dark - the science will see us through.

AIMVVHO

Yes C11 me too !!

Happy New year to you and all.

Hi C11 - re. "There is suggestion of funding" - I didn't read it that way at all. I think there was a suggestion of the POSSIBILITY of funding.

Intrigue at it's best. For me, it's great to see any awareness at all of Covidity in such circles.

Whether anything transpires as a result, is of course, another matter altogether.

C11 - re. yours, " . . there is currently no evidence . .", of course there isn't and the Poster isn't suggesting there is. IMO it's simply being suggested that there is some awareness of Covidity in these highest echelons.

Ivy of course we all ". . prefer to focus on the other upcoming trial results . ." Otherwise, you seem to be trying to squash something that wasn't being suggested anyway.

But you never know ! And a Happy New Year. ATB

Fair comment about the GFA and Blair but I suspect Mo Mowlam's efforts were crucial - "Mowlam's time as Northern Ireland Secretary saw the signing of the historic Good Friday Agreement in 1998. Her personal charisma and reputation for plain speaking led her to be perceived by many as one of the most popular "New Labour" politicians in the UK".

Blair knows what he did in Iraq. I was one of millions climbing the wall daily watching his wicked duplicity in the months preceding the war. The UK should hang a head in shame for his work in our name.

Sorry Guys - it's the weekend.

Ruck - how you doing?