Member Info for WeTookPelham

CW...yes you'd think the likes of NICE/NHS would definitely prefer something off the shelf and far cheaper than the very costly personalised approach.

A whiff of desperation (i.e. ill thought out comments ) in quite a few posts of late IMO.

Interesting.

@Dalester + Jambion + Burble. Wondering the same sort of thing. These conference attendances would have confirmed months and months ago you'd think, so obligated to attend?

Also, very odd that the CFO went to present what was a scientific presentation?

@lofas I too am very frustrated at this weird situation of no updates but attendance of conferences. But your post is a huge overreaction IMO.

"We all have different personal circumstances and investment goals. If I had the choice of a guaranteed 50p next week versus a chance of £2.40 in 5 years, I'd go for the 50p. That's not because I don't think £2.40 is achievable but simply because my personal circumstances mean the money would be more use earlier rather than later. Plus the fact I've already held for 12 years!"

Fair enough RR. I just don't see Redmile/Vulpes accepting an offer that low IMO.

Yes...the double/triple WWE tag team as ever.

RR - I've probably got my maths wrong, but are you saying you think an early bid (for the whole lot?) would only be worth 50p per share i.e. MCAP of £500m approx.? Isnt the genmab deal worth £600m+ alone assuming all goes well?

Just seems super conservative no?

"So the TD analysis with their conservative valuations give me some comfort that my holding is really worth 30p/share right now and who knows, could make a couple of quid in the next 8 years. There's also the chance of an early bid. So possibly 50p in a shorted time frame?"

RE your last paragraph, if I felt that way about one of my investments I'd be thinking my capital would be "much" better invested elsewhere, no?

🔬🧬 Unleashing the Power of Immuno-Oncology! Join us for the 'Advanced Immunotherapies Panel: Cell Therapies & Cancer Vaccines' at the #Sachs_OIF on May 31st, 2024, at the Waldorf Astoria Chicago Hotel. Explore the cutting-edge of cell therapies and cancer vaccines that are setting new paradigms in cancer treatment.

Co-Chaired by:

Kaveri Pohlman, Director, Biotechnology Equity Research, BTIG, LLC

Michael Rice, Expert Advisor, SVP, Cell & Gene Therapy, Lumanity

Panellists:

Deborah Rathjen, Managing Director & CEO, Carina Biotech Limited

Niranjan Sardesai, Founder, President & CEO, Geneos Therapeutics, Inc.

Polly Brown, VP Head of Business Development, Oncology R&D, AstraZeneca

Sath Nirmalananthan, CFO, Scancell

Upendra Marathi, CEO, 7 Hills Pharma Inc

(Yet another conference/presentation...what gives?)

My point is I just wondered if the comment deliberately vague i.e. the "significant interest in the clinical development of therapeutic cancer vaccines", sounds like a general comment amount the market as a whole, but could it be a subtle clue for something more specific to Scancell's therapeutic cancer vaccines?

Just IMO interesting use of wording.

Interesting last sentence?

"...Following on from AACR, there has been significant interest in the clinical development of therapeutic cancer vaccines, and I am excited to demonstrate the progress Scancell has made in this class of immunotherapies."

Https://find-and-update.company-information.service.gov.uk/company/06564638/filing-history

@JB1 is thus the correction you were expecting?

...but also agree with EE, it is about time Scancell now "show us the money". All this work/research/dedication needs to amount to something.

Excellent post Burble at 08:49, particularly the last paragraph, perfectly explained.

And without academia and academic links, Scancell probably would not exist?

@emptyend - There is annoying impression that this is the case, however you'd think Redmile and Vulpes would not allow this?

Much appreciated RayP.

So do we know if potential suitors to Scancells mAbs portfolio are looking at the infection side of things and not just cancers?

Thanks Ray, forgot to add the link.

To be honest my knowledge of mAbs is limited, didnt realise it could help with bacterial infections too? Anyone care to explain the article in laymans terms?

"Probing the expression and adhesion of glycans involved in Helicobacter pylori infection"

Daniel Sijmons, Simon Collett, Caroline Soliman, Andrew J. Guy, Andrew M. Scott, Lindy G. Durrant, Aaron Elbourne, Anna K. Walduck & Paul A. Ramsland

"...The lectins used for immunofluorescence were Fluorescein Lectin Kit I (FLK-2100) and Fluorescein Lectin Kit II (FLK-3100) supplied by Vector laboratories. The panel of mAbs tested included FG27 and ch88.2 provided by Professor Lindy Durrant (Scancell UK, University of Nottingham UK), "

Interesting?

Excellent post @konara at 10:51.

So Scancell could likely still be in closed period as you say, and yes I wonder how many sold on that RNS?

Btw why have they not RNS'd a correction though?

Https://www.cancertherapyadvisor.com/reports/scib1-vaccine-nivo-ipi-melanoma/

Follow up from AACR.

As also mentioned by marcusl2.

A nice short summary post AACR.

https://www.delveinsight.com/blog/cancer-vaccines-landscape