Member Info for WeTookPelham

@Inanaco - everything has a price, especially in business... IMO.

"...Her work at this time included providing advice on M&A, corporate finance, licensing transactions and pharmaceutical asset sales, with clients ranging from large pharmaceutical companies through to private equity firms focused on healthcare."

Useful and perhaps timely skills?

Yep, agree, this is veering just a little too off-topic now IMO.

Hi Burble,
Someone before raised that exact point too. And yes agree, a relatively small thing like that could change perception of the company markedly.
And I'm sure their Twitter display name is scancellpharma?

"Cancer cells and non-cancer cells within a single tumor use nutrients differently, making it possible to target the cancer cells more specifically."

https://elifesciences.org/digests/56782/sorting-out-the-sugar?utm_source=twitter&utm_medium=social

Typo - official link*

Thanks Inanaco. I knew there was a definite/official between Scancell and Professor Karol Sikora, but couldn't remember where.
Perhaps by constantly going on about the importance of T-cells, he is indirectly endorsing T-cell vaccine approaches (i.e. Scancell) but remaining impartial!

Not to detract from the excellent posts today, just a had a quick question so a quick answer will do, yesterday someone posted the link in the retweet Scancell did yesterday RE the BMJ article about T-cells and the elderly:
https://twitter.com/ProfKarolSikora/status/1306905350038224896
https://www.bmj.com/content/370/bmj.m3563

Now Professor Karol Sikora has been pushing T-cells for good while and Scancell have been retweeting his T-cell tweets it seems continously (this is another example), now is there any reason why Professor Karol Sikora hasn't mentioned/endorsed the Scancell approach if he is so vermently for the T-cell approach? *
(* i may have missed if he has?)

A financial times article, behind a paywall, but perhaps significant to other vaccine developers like Scancell?

Also of interest:
"Two Pharma Companies Released Their Coronavirus Vaccine Blueprints In A Bid To Regain Public Trust"
https://www.buzzfeednews.com/article/stephaniemlee/coronavirus-vaccine-blueprint-moderna-pfizer

...Or sooner if an RNS lands :)

Crumbs, I'm thinking the same as you. Yes it seems prudent to top slice but the risk of being out if/when next RNS arrives isn't worth it, or should i say it outweighs the benefits of short term profit taking...wll for me (and you) anyway. Especially as we think news is expected and soon.
As mentioned, there could be a volley of multiple RNS's close to each other too perhaps?

https://www.trialsitenews.com/although-uk-a-successful-life-science-academic-start-up-hub-investors-leery-phase-1-and-onward-2/

"...Boyle suggests Cliff Holloway, CEO of Scancell Holdings, plc, favors the concept as the ‘Adaptive Trial Design” as a way to offer more flexibility in the process, thereby mitigating risk for investors. These trials “use accumulating data to modify the ongoing trial without undermining its integrity and validity.” With more “flexibility and efficiency,” they have the potential to bolster “study power” while “reducing sample sizes” therefore also total cost.

Mr. Boyle suggests that more precision-based, targeted patient recruitment, virtual trials and greater collaboration will contribute to the lowering of cost, bolstering flexibility while overall reducing the costs of studies: fertile terrain for greater investment assuming the right science, focus and technology involved."

@Chester18 - was it the global player/pharma who were the first to sign up for the Mabs last year? I.e. will they "likely" be the first to deal/partner? Can't remember the order.

https://www.ruleoneinvesting.com/blog/how-to-invest/warren-buffett-quotes-on-investing-success/
*********************************************************************
Patience is Key
“Calling someone who trades actively in the market an investor is like calling someone who repeatedly engages in one-night stands a romantic.”
“The stock market is designed to transfer money from the active to the patient.”

Don’t be impatient when it comes to your money… **
********************************************************************
The Market Can Price Things Wrong
“Price is what you pay. Value is what you get.”

In other words, don’t focus on short-term swings in price, focus on the underlying value of your investment.

“Beware the investment activity that produces applause; the great moves are usually greeted by yawns.”

From a man who has made a fortune on companies like Apple, American Express, General Motors, UPS, Johnson & Johnson, Mastercard, and Walmart, this is sage advice.
*********************************************************************************************
Buffett’s Only Two Rules For Investing…
“Rule No. 1: Never lose money. Rule No. 2: Never forget rule No.1” – Warren Buffett

It is possible for the stock market to price things wrong! You can find wonderful businesses on sale often.

Buffett has this famous quote to say about the stock market,

“Remember that the stock market is a manic depressive.”

For any consumer of daily financial news, this will ring true. Equity markets swing wildly from day to day on the smallest of news, rally, and crash on sentiment, and celebrate or vilify the most inane data points. It’s important not to get caught up in the madness but stick to your homework.

Always stay rational.
***************************************************************

(** yes i know sclp LTH have already been inasanely patient!...so what's a few more weeks??)

Can someone remind me how it worked with the Oxford vaccine and orders, and by that I mean vaccines were ordered by the government before ph1 tests had even started right? Or have I got that wrong?
But if so, could something similar happen to Covidity?
Also I guess that's why they have set up all that manufacturing capacity, to manufacture multiple different vaccines?

Autocorrect typo! what the fudge!
Mabs deal* not man's deal!

Typo - more than one man's deal at the same time?

P.S. personally I feel there is more to this rise than the first impending Avidimab deal, also as someone else mentioned(?) perhaps more that deal at the same time? Or something brewing with Covidity?
IMO somebody knows something.

IMO yes everyone's aims/trading strategies are different and everyone should do what is best for them...however, news hasn't landed yet, and this must be going up for a reason right?

And as someone else pointed it seems to be a whole new new bunch of (big) new buyers around, not just us dodgy lot on LSE.

I think I will only consider selling some once the first mabs partnership deal is announced and then see where we are.

Also, been here too long to only make a bit of profit! The show is just about to start ...all IMO. But yes each to their own too, and good luck to all.

"...Sounds like Avidimab would come in handy :-)"

Yeah exactly my thinking too. I'm sure this may have been raised a while ago but I must have missed it (the fact mabs can help fight covid19 rather than this particular article)

So possibly/potentially a second product against covid on top of the vaccine!??