Member Info for violindog

Looks like the 100,000 seller is still around : ((

Decided on one more purchase but will wait until this seller is done .

Well, as Chief Moaner on this bulletin board , I have very little indeed to be moaning about after the recent interview from LD and the $1m RNS.

I believe the road map is clear... and as Emptyend states... we may now be very near a take over bid. The expected trial results and 7 mth evaluation of the mAB sets a timeframe. At this level SCLP is a dream entry for new investors and as a LTH I'm even tempted to average down 🤔

GF123...excellent thoughts...we really are near the end game and true valuation.

GF123, hopefully we will all make a decent return on our investment. Someone has obviously sold off this am.

I find the comments from ASCO both encouraging and odd at the same time. Surely the big pharma companies are very well aware of Scancell???

Rather like football "scouts" looking for the next talent, surely the pharmas have similar "scouts" ??.. My personal conclusion is the target audience was investors not pharmas, but how well represented are these at ASCO to back up my personal theory ?

Either way, by the end of the SCOP and Moditope trials Scancell will either be sold, listing on Nasdaq or rattling the tin again on the home market. Forth option... taken private. This long, long, investment journey will soon be over for all of us .

C7, my sincere best wishes ...and sending you my love. Sometimes in this life you meet folk who restore ones faith in humanity. Although we have never met I can place you in this category my " virtual friend". Do drop a line on this BB once in awhile....

Magnet

Most University linked NHS hospitals have research centres "attached to them" and some are even located within the NHS hospital building footprint. To this end, the public and even some staff believe that the centre is part of the NHS fabric. This is not always the case, most are completely "separate" from the NHS and are run by charities ..for example the Welcome Foundation , others are affiliated to Universities. The staff within these facilities are hired and paid from the said charity ...University etc. The "attached" hospital will , for the most part, always have Consultants that are both working in the NHS hospital but also working for the said Charity / University . The Consultants will then "feed" suitable patients into the research being carried out at the attached centre. This way everyone wins... Consultants get the prestige on their CVs for "working in research" and get named in papers etc ..the Hospital also bathes in the success of any research ..and the research centre gets a guaranteed supply of "guineapigs" .

so to answer your question there is very little true NHS research done in NHS hospitals. The vast majority is done by private companies / charities and Universities . It all depends on the contract signed between hospital management - feeding the supply of patients ..tissue samples etc etc and the research centre and whoever / whatever is funding it .

Scancell will have most likely have purchased slots and will pay the hospital per patient "delivered " . Research centres attached to large University hospitals can generate a lot of income for NHS hospitals... to the extent that NHS staff are told about specific research " financial targets" and encouraged to put patients forward to the research team .

Https://www.tipranks.com/news/company-announcements/scancell-holdings-to-present-at-key-industry-events

31 st May 2024

Scancell Holdings Plc, a developer of innovative cancer immunotherapies, has announced its participation in several prominent upcoming conferences to showcase its recent advancements. These events include the BIO International Convention in San Diego and the Antibody Engineering & Therapeutics Europe conference in London, where team members will present and discuss the company’s cutting-edge AvidiMAb® technology. Interested parties are invited to arrange meetings with Scancell’s management through their provided contact details.

....as chief moaner ....I am not surprised we are trading down despite another promising RNS. Oh to be a Nasdaq listed company!

The mood music from the Proactive event appears to be ...slow recruitment for Scib so realistally ?? Q4 for results ...but this is compensated by quicker iScib+ recruitment .

Nothing on the near horizon re the mAbs despite evaluation by pharmas, months and months ago...and only a single figure royalty IF Genmab proceed to clinic. Scancell are reluctant to do deals with the mAbs because they think they can value enhance them...but we don't have the funds to take them to clinic as we are concertrating funds and efforts on SCOPE and moditope .

Scancell must be hoping to get funding on the back of a Moditope deal ?? Mandeep is touting for business at ASCO..and nothing will happen prior to trial results as the cash burns away.

I think Scancell are wrong not to deal on the mAbs.. if indeed offers have been made. A strong balance sheet would give us a powerful negotiating position to deal on Scope / Moditope rather than appear to be financially distressed .

What is the alternative to funding the development of the mAbs....another ditutive fundraising . I don't think LD can any longer say "non dilutive fundraising " on the back of deals for the mAb platforms. After the AGM last year when the above was touted...immediately followed by a dilutive fundraising the very next day...I no longer trust anything LD says re funding and the mAb "story" is now getting a little tiresome.

I have great hopes for SCOPE and Moditope which keeps me invested and may recover the SP and even lift it to a new high...so I can exit at 50p... but it isn't going to happen until well into Q4 or 2025.

Berm...

"Previously Lindy has said that potential partners were fighting over exclusivity - what happened to those discussions?"

Indeed....it would be very odd if they ALL walked away from the table.... particularly as mAbs are currently in demand and deals are being done left right and centre it would appear. LD seams to use the mAbs as a carrot dangling in front of shareholders...

Thanks guys for the feed back ...

"Some interest in our lead antibody though preference is to take this into phase 1 as will 'add a zero to current antibody deal'.

... but it would add a huge , huge wedge of time ... get a deal done !! how many more years do they want shareholders to wait ??

iScib+ sounds like it's going well... any news on Moditope?

I saw it Ruck...and thought how Scib could potentially save many from misery and anxiety.

Basically the TV patient had melanoma on his back that spread to his pancreas and nodes in his arm pit. It has been a four year journey of anxiety for him... and no pancreas is life changing !!

Just think... one day ...hopfully... the melanoma will be removed followed be a dosing of Scib and this will be the standard of care 🤞

Cleanerworld...

Your post is a good reminder of the Nasdaq possibility. After the recent exits from AIM... and even the main index ...I would think that the argument is even more compelling.

Berm...indeed... the RNS doesn't say the poster is based on the 13 pts...

Scinv....

The usual ambiguous RNS... depending upon how you "read" the RNS ...it's only telling us in the RNS that the results of the first 13 patients are excellent....we may / may not get any more info .

Scancell will be presenting a poster highlighting data from its open-label Phase 2 SCOPE trial, investigating its cancer vaccine, SCIB1, in combination with checkpoint inhibitors (CPIs) in advanced melanoma. Exceptional results from the first 13 patients receiving SCIB1 have already been demonstrated, with an objective response rate of 85%.

Berm, thanks for your insight and thoughts .... give one more hope 😀

Dracula, a very valid point.... you would have thought we were a perfect fit for Genmab. They have gone for another another company which ...even more disappointing ...is targeting ovarian cancer. Modi 1 comes to mind 😕

I think we can rule out any further deals with Genmab...if you read the statements they will be busy integrating the aquired technology and how much I'd left n the coffers ?? Will this deal push development of the Scancell mAb further down the development pipeline? We got 5 million upfront... compared to an acquisition of a billion 😕

Perhaps Sath can hopfully land a deal ...we do have "interested companies" according to LD ... but we have been told this for a very long time now and these companies have had a long time to completedue diligence. It will be very interesting what LD says in the next Proactive interview.... hopefully it won't be the same old info being trotted out . If I hear the phrase "non dilutive fundraising " I will take it with a large pinch of salt.

I hope Saths dance card is full !!

So.. Sath gets 1m options @ 10.1 p with no other incentive other than to stay in employment at Scancell.

So Scancell have slapped on the golden handcuffs .Is it unusual not to set a SP price target before options can be excised???

"These share options have an exercise price of 10.1pence each, the closing share price on 20 May 2024, and will vest over three years in three equal tranches from 29 August 2024 with no vesting criteria other than to remain in employment. Any unexercised share options which are being granted per the above will expire at 6pm on 19 May 2034."

OK guys...point taken....but it was a very well written RNS that raised the SP by 80%

Take a lesson from VAL ....look at the RNS under the section " Comercial update " and the info divulged without naming the said 11 companies.

LD has eluded that we have interested parties looking the mAbs etc etc .... it would be great if Scancell could word such a positive update and lift the SP 80% ...

GF123, good to see you posting and adding. Yes, hopefully some news from Scancell soon .