Member Info for violindog

Such a shame the new CEO hasn't got his wallet out...not the best vote of confidence.

On another note IMM has , in affect, said no more than Scancell recently:

.. we have a promising product etc..pharmas are interested in deals etc... yet look at their rise over the last month. Scancell is either so unloved or just doesn't have the trust from retail investors. Placings and shifting trial goals and extended timelines etc etc. Thankfully instutional demand is still available, but only at fundraisings when they know they will be offered a deep discount. Does not help when even the CEO won't buy !!

Agreed M2,

Navitas have achieved a remarkable growth by being cautious and why break this rule ?

I believe that they will not get directly involved in a drilling campaign, not their blueprint for success??

ST, precisely!

The new cohort just extends the trial further and further from completion. It explains why the share price is sub the fundraising.

Extract from the fundraising RNS with the additional cohort 4:

SCIB1 full cohort 1 objective response rate (ORR) data in 43 patients at 25 weeks;

• continued iSCIB1+ cohort 3 recruitment

• iSCIB1+ full cohort 3 intramuscular ORR data in 43 patients at 25 weeks;

• iSCIB1+ full cohort 4 intradermal ORR data in 43 patients at 25 weeks; and

God forbid !!

The last placing was to extend the cash burn to 2026 and Scan have added yet ANOTHER cohort into the mix . Cohort 4...intra dermal, that I believe hasn't even been given approval??

If they wait for ALL cohorts before deciding the can has really been kicked down the road !

Automatic trades (A trades) totally in control today keeping the share price in a tight range..clips of sells followed by clips of buys and then repeated.

PaulD,

thanks for posting. It's an extremely important article to read. If the politics are secured , Navatis will find it far easier to both raise finance and green light development .

Extracts from the article ....

"Israel is very interested in Argentine hydrocarbons and minerals, particularly lithium and copper. First and foremost, it is worth noting that Israeli capital has already gained a foothold in the Falkland Islands. In 2022, the Israeli oil company Navitas Petroleum acquired a 65% stake in the offshore oil production project Sea Lion. According to the company, initial oil production will be launched by the end of 2027 and will range from 55 to 80 thousand barrels per day. Taking into account the fact that Argentina considers the Falklands to be its national territory, in 2022 Buenos Aires imposed sanctions on the company and in September 2023, it again declared its activities illegal. However, after Milei came to power in December 2023, Argentina turned a blind eye to the activities of the Israeli company."

"In the second half of November 2024, CCAI and the Israeli Embassy held an Argentine-Israeli business meeting, which was attended by President Milei. During the event, he stated that the government is working on a ‘historic’ memorandum of understanding between Israel and Argentina, which will be a bilateral “alliance in defence of freedom and democracy, the fight against terrorism and dictatorships”.

The details of the agreement were not disclosed, but it is noted that it will cover several issues, including increasing bilateral trade and the influx of Israeli investments in energy, water resources, agriculture, healthcare, tourism, as well as cooperation in security and intelligence issues, intelligence sharing and deepening defence cooperation in the field of cybersecurity. The last point is supposed to be a response to Iran’s increased cooperation with Venezuela and Bolivia."

Https://www.telegraph.co.uk/news/2025/01/23/the-antarctic-oil-bonanza-that-could-save-britain/

..on some of their slides they spell Sealion as Silion 🤣

Moonparty, you rightly say we never get any feedback from Mandeep.....considering the new CEO never even commented on the amazing Moditope news in head and neck....are you surprised????

No wonder the share price continues to decline !!

Ralph and others.... I think that all those A trades are an indication that there's some "control" from an fund building a position.

Automatic trades are in control of the share price today.

Sells I presume.... when will this line of stock dry up , at least we ended up today 😀

Is it possible to make a personalised mRNA vaccine in 48hrs...?? following a blood sample ?

Technology is snapping at our heels. Is this why we haven't got a deal yet ? Will improved technology make Scancells approach redundant?

Guess it depends on what big pharma want... but the UK and now the USA government seam to be backing mRNA which must work against Scancell?? Hopefully with impressive data the clinical advantage swings back to Scancell?

President Trump yesterday launched a $500 billion artificial intelligence infrastructure project called Stargate, which will build AI data centres in Texas. The project is backed by the CEOs of OpenAI and Oracle.

Oracle CEO Larry Ellison spoke about how AI could be used in medicine: “Little fragments of those [cancer] tumors float around in your blood. So you can do early cancer detection. If you can do it using AI, you can do early cancer detection with a blood test and using AI to look at the blood test. Once we gene sequence that cancer tumor, you can then vaccinate the person —design a vaccine for every individual person that vaccinates them against that cancer. That mRNA vaccine, you can make that robotically, again using AI, in about 48 hours.”

WTP, C11 ...fingers crossed. There's certainly enough data from Scancell and enough pharma money looking for deals .

Chester, the JPM health care conference has been and gone for this year.

With this consistent seller now dumping in the millions ...the SP is in a continued death spiral untill the seller is cleared. The only light on the horizon is that someone must be buying these at bargain prices below the fundraising.

I find it interesting that he says "moditope vaccines " ...then referes to "this vaccine " .

Was he including the whole Moditope platform..renal..ovarian..etc in the first reference ( moditope vaccines) and then refered specifically to the moditope vaccine in head and neck.

“This positive preliminary clinical read-out validates the scientific rationale for Moditope vaccines as a therapy with real potential to improve outcomes achievable with checkpoint inhibitors alone. Given its good safety profile and ease of use, I remain keen to continue using this vaccine as well as explore the application of Modi-1 in the neoadjuvant setting.”

...another delayed churn published from the 17th and another tick down .

Https://www.thisismoney.co.uk/money/markets/article-14211559/UK-faces-swarm-takeover-bids-new-year-One-three-AIM-stocks-risk-says-Investment-bank-Peel-Hunt.html

Stocks on London’s junior market AIM are particularly at risk of takeovers in 2025, the report said. Up to a third of small and mid-cap AIM businesses could be snapped up

They are vulnerable due to a lack of liquidity, depressed valuations and reduced ability to use capital markets.