Member Info for WeTookPelham

Edit...sorry post by markingtime.

RE Merck
“R&D strategy that focused on relying on external innovation to bolster its pipeline.”

This is a very good point CW.

Also this post by Marcusl2:
24/1/2023
14:18 markingtime: Re #2289 remember that Merck have explicitly said they are doing exactly that at this very moment. Two weeks ago, they trailed the idea that deals for smaller, science-based oncology companies with some novel technologies were imminent..........but, as of today, we haven't seen one. ;-)"

Could it be....?

Whilst always hopeful of some nice new rampy info in today's interim, I and many others have been here long enough to know scheduled RNS's have a habit of putting a damper on the SP.

It's usually the unplanned RNS's that cause the real excitement.

Let the traders and de-rampers have their fleeting moment in the sun. It was always going to be what comes after these interims that matter, now it's out of the way, onwards and upwards!

P.s. I take back my earlier comment, Scancell are still underplaying things IMO, to the detriment of the SP.

"Daftprince" :) :) lol

LTH here but out of curiosity I looked into the spread bet market, on my platform at least, a spread bet to the short side is not allowed. Interesting I thought.

Yep, as per my thread C7.

... certain posters have reappeared recently just in time for the interim to "kindly offer" their interpretations.

RE "strong" usage, good point, a change in language there. About time they used more expansive descriptions and stopped underplaying everything.

Start of the Scancell cloak being removed?

I know this was posted just recently but can someone remind me about what new info (if any) is likely to be posted in the interims RE modi trial results considering the time elapsed since the last RNS.

Oh to be a fly on the wall of either Scancell or Redmile office at the moment.

Ah I see what you mean now, thanks WF.

Well it's more the decision makers/purse string managers at big bio's that matter IMO, a YouTube video aimed at the general investment public isn't actually representative, that's just my thinking anyway.

Those in the know (in big bio) you'd think are fully aware?

It was discussed not long ago how Scancell and in particular moditope could be a huge disruptor.
Surely Scancell are on Merck's radar, along with all the other big players?

Even if the interims are bog standard, it's the possible(?) expediting of the interims date that's got everyone interested. You'd think there has to be a reason?

Yes, exactly roses.

I'm being dense, can someone remind me what happened to LD's shares again?

Also agree, points a recent development IMO, this is way past RG and Chilpin leaving.

The rampy conspi****** in me makes me think this tying up loose ends and someone wants the whole shebang... however we will only accept minimum £20 per share :)

However saying that would be too rampy so I won't say it, obviously.

P.s. wouldn't want to be out of this over the weekend ;)

Yes forgot to say thanks jb1 great spot .

Always came across as a place holder for splitting off the mabs side, so it seems this is no longer needed?

Another sign that changes are afoot?