Member Info for WeTookPelham

Https://www.futuremarketinsights.com/reports/needle-free-injection-system-market

@MattR, there was a reason I felt I had to respond to your post form this morning. Rightly or wrongly I feel like I've noticed a pattern in your most recent posts...

"...Also, I noticed on the other board (I don't look in there as often as I should) that Marcus suggested a milestone payment on his potential upcoming news list. Does anyone have a quote or information suggesting this is possible even this year as I can't find anything that suggests that it is near?"

"...So nothing that would increase the SP near term then. So we wait for trial data."

"...Thanks for that. That gives me hope that something may come 'out of the blue' . Apologies for picking up her comments WRONGLY. Amongst the great positivity of upcoming data on trials I though mAbs were a non starter this year."

"...Will that move the share price though?

I doubt it. She said the next Genmab milestone is YEARS away more or less and said she hopes for one deal this year... at a similar value. (Please correct me if I'm wrong on that as I only listened to the presentation ONCE)

I'm not sure why she was allowed to say that to be honest. If it is around 6 million Euros then I don't think that will make any difference to the SP. It also suggests mAbs has no near term value short term and I don't think Scancell will be around to reap the benefit of distant milestones. imho.

As for the negotiations on exclusivity I didn't get the sense that she thought anything would happen this YEAR. I hope I am wrong in the way I picked things up because I have always hoped that mAb deals would lead the way in getting this over the 1 pound mark."

"...Knowing that Lindy has MORE OR LESS RULED OUT anything for mAbs for 2024, is it a fair assumption that mid year trial results are the next realistic catalyst to move the share price? (on the assumption no 'out of the blue offer' happens before then)"

It seems like (IMO) you are misintepreting the info relayed by other posters RE the presentation, misinterpreting the video itself, misinterpreting what others have heard Lindy say.

But mostly it's because it seems like each one of your statements has been corrected each time by other posters, but then you seem to ask the same question again?

Just seems odd to me IMO.

P.s. I would argue the last presentation was the most bullish (and commercial focused) ever. Again...all IMO.

Correct, I don't have the specific answer.

But my point is if you have doubts or don't have the kind of information you need to reassure yourself about an investment, there is a simple solution.

Thanks EE for clarification. Point is there is clearly categorical demand for Scancells wares, and personally I don't think we will need to wait 12 months for at least one of them to make a move. IMO.

MattR, if I'm understanding correctly, we know at the very least that we have 5 parties competing for exclusivity on the mabs side. Plus lots of other potential news for SCIB1/SCIB1+/Modi. You clearly have doubts about the timelines/potential here. If I were you I'd sell my shares, (potentially) make money elsewhere and come back here in 12 months. Simples, no? But that's purely my opinion, and what I'd do in your position.

IMO seems a little unlikely that King Charles would be on any kind of treatment that is in the trial stage. But...you never know! Pioneering?

IMO, this is of more interest.

RE competing technologies, isn't the world of medicine slightly different? Surely the one with the most effective results, safest, most cost effective "should" prevail? Or at the very least be a strong viable market option even if not the main player? The needs of health/medicine differ greatly to consumer electronics/software IMO.

(Senior) Clinical Research Associate

https://www.scancell.co.uk/senior-clinical-research-associate

Good find CW.

Good point Emptyend.

My immediate thought was King Charles seemed quite unlikely to do chemotherapy regardless of what cancer type it is. These articles seem to back that up and what you are saying also (and yes...one is the mirror and the other GB news!):

https://www.mirror.co.uk/news/inside-king-charles-cancer-treatment-32059422

https://www.gbnews.com/royal/king-charles-cancer-chemotherapy-royal-science

"King Charles may refuse cancer treatment as he "does not believe in chemotherapy", a former BBC journalist has claimed."

...so far this morning. Unusual compared to normal anyway.

"Probably unfair for me to say so, on the basis of a single presentation at the only AGM I’ve so far been able to attend, but the only member of senior management I met who I was underwhelmed by was Dr Adams. I’m inclined to regard this news as an upgrade."

Interesting comment EE. Never been to AGM so can't say but no reason to question your judgement.

It adds to my thoughts of what a very different company Scancell is compared to even 12-18months ago. JM Crossery, Sath, Mandeep and now Callum.

Purely IMO, far more dynamic and professional that seems like one that is now very serious about commercialisation.

Weirdly, Marcusl2 may have answered my question serendipitously.

"04/2/2024

21:59 Dom,

hopefully a big hitter like BMS, Roche, Eli Lilly or Merck will license Immunobody or buy Scancell to do that fighting for us!

marcusl2"

I'm curious, which big pharmas, that are in the cancer space, but are not commited to the mRNA approach? Or any particular approach for that matter.

I should clarify, see bottom of page 12.

Https://thamesvalleycanceralliance.nhs.uk/wp-content/uploads/2024/02/Trials-Aria-February-2024.pdf

Richard Scolyer: Melanoma doctor's high-stakes gamble to treat his brain cancer

https://www.bbc.co.uk/news/world-australia-67870595

"....A clever move by Scancell ...making positions public without breaching confidence. It also injects some sense of urgency...wait too long to make your move and you miss out ! It proves the point that as time ticks on, Scancell platforms will be more expensive to buy / license."

Hi violindog, I made this exact point the other day, but you've worded it far better, I wasn't sure if the five competitors were aware of each other, seemed unlikely, so like you say it's a potentially very clever move by Scancell, and without breaking any agreements/disclosures. It should cause some panic you'd think.

And as mentioned by others, the best way to ensure exclusivity is the buy the whole lot.

Chop chop big pharma...you don't want your competitors to beat to you Scancells wares.

"31/1/2024

11:24 chilltime: Just of note on some opinions.

Further deals and timelines.

We knew they had interest but now know it’s 5.

I took the business management appointment that side last year, to indicate a need for someone with the right experience to manage and negotiate deals.

Now it’s obvious as to why they were appointed.

Some posters hope for a deal as late has Q3.

I personally think that’s a tad pessimistic and won’t be surprised to see one at least, within a month or two."

The optimist in me agrees with this. Especially as now we now there is competition amongst them.