A pivitol week, a pivtol video...13 Jun 2024 20:34
We saw this week (IMO) a confirmation of what most of us were hoping for, that is that Scancell is now far more commercially focused, and more importantly seemingly setting themselves up to be commercially active going forward.
This is best summarised by RuckRovers post from the other sider where he's dictated Lindys bit from the end of the interview:
"13/6/2024 16:15 ruckrover"
"Marcus, et al, The video link was posted by pharmaboy yesterday. Unfortunately it seems to have got lost in the noise and squabbles. Maybe people will now sit up and take notice, it is a very significant interview as it addresses much of the speculation tossed around on these boards.
8:38 interviewer - what are the plans for the vaccines? Sell to big pharma?
8.53 LD - you never plan to sell out to big pharma. The plan is to take the vaccines (plural, SCIB1 and MODI1) through phase 2/3 trials all the way through to approval. ****Of course, if a big pharma made an attractive offer it would be considered.**** "
"So this allays the fear that Scancell will be bought on the cheap. It also implies that the BOD have the full backing of Redmile and Vulpes in this plan.Other comments of interest from LD....ISCIB+ has an 18 year patent period. All the science is well protected by patents. She described SCIB1 as having produced "stunning results" She confirmed the 85% ORR. She stated that it is hoped funding will in part come from deals so the worry of dilution is "partially de-risked". She did not rule out other funding options. It is worth noting that the video was posted yesterday so the interview is very recent presumably? Hopefully this will satisfy those clamouring for updates."
It's seems the astute are not very happy about the RNS and the video. Knowelsi in particular is having big girly hissy fit. Always a good sign IMO. We just need Crackin to appear an we will have full confirmation of a strong price reversal.
@MattRempit - You say "Lindy wants to take things all the way which means time, and more funds."
I would say that simply not true, if you watch the video she says they have to plan to go all the way through on their own, as a lot of bio's would, as no one can assume an offer/buyer. This is just simple prudent planning. BUt as per RuckRovers dictation says, they would certainly consider a big offer from big pharma.
Realistically Scancell know they cannot do this all on their own, even with unlikely the large required dilution, so IMO partnerships, deals and a potential buyout is what Scancell are expecting to do to push things through IMO.
I think your posts are starting to show that familiar pattern we've seen from other posters IMO, you say your impatient but I dont think that is what your posts imply at all.
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