The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
https://*********************/research/trinity-delta/trinity-delta-lighthouse-scancell/33_d4e23ca1-4322-4fb1-a879-9d8f32b4ab2e
Hi TF, fair enough. But douve87's post has somewhat triggered something for me. I fully agree with every single point he makes. I almost wish I could have written it in fact.
And it makes me realise the comments made by JCM at AGM about de-risking are somewhat disingenuous IMO. Big pharma clearly do NOT need completely derisked biotechs/products. So why are the adhering to this mantra?
And how much difference does the raise actually make, as douve87 says "£6m hardly puts us in a position of power it makes no difference other than diluting us LTHs"
But yes, a bit more patience needed...again! The keyword as ever. None of us are getting any younger though!
The should rename themselves to "patience pharma".
VERY well said douve87.
I agree it seems this BOD seems to lack the commercial nous/street smart to get things done in a common sense, proactive and logical way. It is hugely infuriating.
I especially agree with what you said here:
"Its very easy to say more data, more derisked and we will get a great deal but we keeping getting more data, better data and yet the share price goes down whilst other biotechs with less data or worse data get deals."
I've been implying this for a long time. I don't get it. Pre clinical deals happening elsewhere for billions. Yet Scancell seem to think they absolutely must get more an more data? Just sell up and get on with it I say, enough is enough.
How much do we think Scancell want for licencing/the whole thing? It must be a lot of there hasn't been an exploratory offer?
Yes, impressive publication to be mentioned in, arguably 'the' most well known publication for high net worth individual types?
I don't recall Scancell being mentioned in Forbes before?
Https://www.forbes.com/uk/advisor/investing/how-to-invest-in-healthcare/
"Calculus’ Liz Klein points to UK small-cap Scancell as an interesting option: “Scancell recently achieved a significant milestone by validating its cancer vaccine platforms.
“They are conducting a trial to assess the effectiveness of their ImmunoBody DNA cancer vaccine in combination with standard-of-care checkpoint inhibitors [a type of immunotherapy] in patients with advanced unresectable [non surgically-removable] melanoma. Recently the company delivered early but very encouraging data.”"
A very good point scousemark.
Anyone care to tweet reporters/influential science types and the like? Shame there is no official article to retweet. Although now I'm wondering if it was the same person here reported previously?:
https://www.clatterbridgecc.nhs.uk/news/calumsstory
Many thanks ciaskin.
I found this article which helps explain what they are:
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4500705/#:~:text=At%20face%20value%2C%20a%20key,high%20esteem%20by%20their%20colleagues.
So I the AGM were they saying KOLs were in place as part of the trials?
Again, many thanks Botski for the recording.
Only had a quick scan through so I may be approximating here, but they/the trials are clearly being closing watched and/or particpated by KLO's? Knowledagable something? Can someone clarify please.
Scancell seem to be in the radar of big pharma, but, that same eternal question remains when will the pull the trigger?
I can only assume the AGM attendees who also post on here are too busy tucking into the supplied (celebratory) horderves, smoked salmon, caviar and champagne to post ATM.
You obviously need to ask with a subtle wink 😉
Probably too late and obviously unlikely to get a direct answer, but if anyone attending can carefully/sneakily ask if there are ongoing talks with potential partners/big pharma i.e. basically eek out some juicy info.
Thanks c11, that makes sense.
... there's barely any volume?
Always the way, seems it can drop on small volume but never rise on small volume...hmm.
The SP reaction is a joke, even by Scancells standards. Outstanding results, and yet we see price action not fair off a normal day. It's very very weird.
I do have some solace/hope however, thinking about chester18's valid point:
"It's getting awful close to a point where Bristol Myers Squibb are compelled to make Scancell an Offer or broker a deal for a Worldwide Development and Distribution Partnership"
...does it take for Scancell to have sustained SP rise?
You'd think if any other bio reported the same RNS the SP would have gone to the moon? And can you imagine if a US based bio reported the same news.
IMO it's very odd. Is it just lack of awareness?
"28/11/2023
10:13 chilltime: As below, 12 have seen a 30% reduction (execute details listed for the first 11)
****1 has seen a 100% reduction (they can not find any measurable lesions)***
* Complete Response (CR):
Disappearance of all target lesions
* Partial Response (PR):
At least a 30% decrease in the sum of the LD of target lesions, taking as reference the baseline sum LD
* Progressive Disease (PD):
At least a 20% increase in the sum of the LD of target lesions, taking as reference the smallest sum LD recorded since the treatment started or the appearance of one or more new lesions
* Stable Disease (SD):
Neither sufficient shrinkage to qualify for PR nor sufficient increase to qualify for PD, taking as reference the smallest sum LD since the treatment started
Read Full ThreadReply
28/11/2023
10:09 chilltime: Octopus
Complete response + they are unable to find any trace, no measurable lesions etc.
***In our world it's completely gone, in medical terms they can't find anything to show it exists, no trace"
@TF, that was cleanerworld's post, they couldn't even get a quote for £10 worth of shares, I think?
"Not even £10 TF". Same for 100 shares. Not sure I've seen that before.
Interestingly the approx quote was for 17p.
Yep cannot get a quote either atm.
"Just to add, a positive well written RNS this time. GLA"
In the context of previous Scancell RNS's, this RNS is very bullish, borderline rampy!
Well finally!! About time they stopped the dour, dry and worst of all underselling in their RNS and finally saying it like it actually is! I.e.how good the results actually are, potential partnership interest/market value etc.
I wonder who would have been the writing of this RNS?