Member Info for violindog

Another interesting RNS from them today. As I said... not invested but I'm interested to how the SP reacts to the results and "management " of the BEXMAB news by FARN. Will Sclp SP follow a similar path ? 🤞

WTP , Drac et al...hi guys....yes, Scancell has an amazing pipeline and heavily undervalued and its amazing we have not attracted any major offers other than the Genmab deal done at " mates rates" to keep the lights on. If Scancell do/ did receive any offers that are declined it would be nice to know ...even if the party was not named due to NDAs. A simple statement like "We have received an offer the board has declined " .... now that would give the SP a lift. But, as Drac indicates we do have a seller about that influences the SP as trading is very thin. The wait continues...

Looking at FARN and their product BEXMAB, it is interesting to see how this develops re potential blue print for SCIB . Not involved with FARN and only following as a potential pointer to the path SCIB may follow and how FARN share price reacts etc ..

Scancell is better funded !!!

Hopefully plenty of upside !!! There must be some institutional teams looking for value.

Over the last year, Scancell Holdings share price has been traded in a range of 13.35, hitting a high of 21.00, and a low of 7.65.

And ... I moaned when we were at 20p 🤣

Morning TF, hope all is well with you 🙂

We know that Vulps are a little frustrated with the SP performance ...but ??? how do Redmile feel about it. Perhaps they would both be open to an exit price ???

Either way, the next set of results will define the future for us all .

GF123....

"Sclp is so undervalued currently by the market. I do believe that it’s getting closer to correction. Fingers crossed. ATB"

You are correct, there has never been such a dislocation between the SP and the potential value of the pipeline. But this is set against a total lack of investor interest post the recent fundraising.....just look at the recent spread of 14 %.. everyone took their stake at 11p and this has killed any further momentum. Scancell has never been so vulnerable to a bid due to the SP dislocation with "value".

Genmab may be " on track" ...but Scancell have no idea how they are progressing towards clinic nor when any further Mab deals will potentially land...hence the day after the AGM ( despite being told continously about "non dilutive funding" ) ...guess what , we had a dilutive fundraising below the current SP.

Chester....I hope that you are correct .

The ever elusive Mabs ....always the carrot that gets waved in front of shareholders at each AGM and fundraising....yet only one small deal to date . I wouldn't count on any deals... and LD didn't speak at the AGM as if Genmab was anyway near milestone payments .

The large spread this week was hardly an incentive to buy.. no sober companies are leaving for the USA as per this in the Evening Standard..

Guess Scancell is lucky...Redmile came to us ...but you do wonder what our SP would be if we were listed in the USA...

"On top of Mattioli Woods’ decision today, the past week alone has seen the proposed departures of Spirent Communications, which had been listed for decades, British bank Virgin Money, packaging firm DS Smith and logistics firm Wincanton. Other firms such as office business IWG have begun exploring options to move their primary listing to New York, while some blue-chips including Direct Line and Currys have rejected private equity takeovers in recent weeks.

The moves add further pressure on the government and exchange operator LSEG to show it can stem the continued hemorrhaging of London-listed companies going private or switching to foreign stock exchanges in search of higher valuations."

EE....I don't see it as a pointless debate...realistic I would say as we sit at a very low market capital set against the amazing potential pipeline. Why wouldn't a major want all this at bargain prices?

Looking at past announcements that have been amazing, they have all failed to sustain the SP beyond a day or two. Yes, they may have paved the way for getting the funding but we are still sitting at 11p. The only way we will realise some value will be via a bid approach.

Drac....yes ! Worth more ....but with only the Genmab deal concluded to date ....£1 a fair price .

Jsand , Redmile have an excellent track record of supporting companies that they invest in ...its just a question of their exit plan and does this align will Scancell and their timeframe and future funding requirements. Time will tell... but as you all know I am now in favour of a quick buy out..£1 would be great !!!

GF123, hopefully the post by Bermuda et al has stimulated some interest in Scancell this morning but the volume is not great ..so most likely just private individuals trading . As it was not RNSed by the company themselves it once again indicates one of the reasons why we sit at this "derisory" SP and potentially exposed to a cheap offer .

D90, I think it costs around £250 ?? may be wrong.

Jsand , it totally depends upon Redmile what offer may or may not be accepted... Scancell will have an opinion but in the end it will be Redmiles decision 100%.

WTP.....one day the red dot will hopefully come out of the blue . GLA

WTP....Its all to do with timescales in afraid. Scancell’s NDAs / interested parties / under investigation, exclusivity..etc...etc...simply aren't lifting the share price and it may/ is taking months for fruition.

I selfishly require a quick knock out blow that provides an instant exit . Scancell is such a brilliant company with so much promise...just a shame we sit at 10 p on the bid , but this low ball valuation may just tempt an initial offer that Redmile can negotiate with 🙏

Yet another encouraging RNS...and no movement . I'm just waiting for a potential buy out now. If we follow past patterns even successful trial data will simply mean that we blip higher for a day or two and then steadily trend down yet again. I hope Scancell follows a similar path to Renalytix . They also have had an ever declining SP despite a promising asset.... and they have received a bid approach.

Hopefully someone will see value in our bargain price that will appeal to Redmile.

3 days in a row now, sudden slump in SP just before USA opens. There appears to be a disconnect now between the price of BTC / miners and DAGB ....very odd. Even on days the USA miners are doing well and BTC strong, DAGB lags behind . I thought this EFT was a "tracker" of the miners??