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Let's hope it's the start of a GenMab spending spree!
Many other companies will be very serious about strengthening their oncology portfolio. It’s already becoming an industry scramble for dominance. Perhaps some fallout from that, is how to best determine from all options, which is the best treatment available to a patient and to be able to select that for them.
As has been said many times here, the quality of the clinical data will reveal all and we’re getting closer to the publication of that insight.
Would have thought that Genmab would have bought out Sclp seeing that they already have a deal. A deal that possibly could be Included In an overall deal . IMO
"Would have thought that Genmab would have bought out Sclp seeing that they already have a deal. A deal that possibly could be Included In an overall deal . IMO"
There's time yet Dracula!
Dracula, at what price would you recommend?
Defender, well Inanaco on the other side says £8 SP. He seems to know Sclp Inside out and pipeline very well. If that has a chance will It still be a long time coming, that prediction was some years ago. We have other SHs saying 50P SP. My stab at It would be approx £2 SP. To me Sclp seems a proper Pharma Co already with the pipeline and results they have. The again I'm not as well up as Inanaco. IMO.
Ruck will fill you in on Inanaco's latest views.
He is a great fan of Inanaco 😂
Dracula, a very valid point.... you would have thought we were a perfect fit for Genmab. They have gone for another another company which ...even more disappointing ...is targeting ovarian cancer. Modi 1 comes to mind 😕
I think we can rule out any further deals with Genmab...if you read the statements they will be busy integrating the aquired technology and how much I'd left n the coffers ?? Will this deal push development of the Scancell mAb further down the development pipeline? We got 5 million upfront... compared to an acquisition of a billion 😕
Perhaps Sath can hopfully land a deal ...we do have "interested companies" according to LD ... but we have been told this for a very long time now and these companies have had a long time to completedue diligence. It will be very interesting what LD says in the next Proactive interview.... hopefully it won't be the same old info being trotted out . If I hear the phrase "non dilutive fundraising " I will take it with a large pinch of salt.
I hope Saths dance card is full !!
Ray,
Very true. We are good mates don't let the lively banter fool you into thinking. Otherwise.
Inan has been unwavering in his £8 per share prediction first made 10 years ago. We had had 4x dilution since then but on the other hand we have more products in the pipeline.
Personally, if everything is successful it could be worth £4 per share but that is a long way off and there's still a risk. Consequently, TD have a today valuation of 30p. I factor in another 1 billion shares issued to raise funds so the potential would be half of £4 which is (hang on while I get my calculator) ah yes £2.
If I was offered 50p next week I'd take it. That is purely a personal decision as at my age I'm running out of time to spend the winnings.
Who knows, Inan may be right. One caveat - he thinks you can draw a straight line between two data points and get a "normal distribution".
AIMHO
Dracula/Violindog
Scancell is primarily a cancer vaccine developer and their most valuable assets by a country mile are ImmunoBody and Moditope. On the other hand Genmab only develop antibody therapies so if they bought Scancell the bulk of the cost to them woud be to acquire vaccines that don't fit in with their business model or strategy. I can't see why they would do that when they can just license whatever glycan mAbs they're interested in from Scancell.
Pure speculation of course but IMO the most likely candidate for a takeover here would be one of the checkpoint inhibitor developers and probably one who isn't going down the mRNA route. When we talk about CPIs we tend to just think of Merck and BMS and anti PD-1 and CTLA4, but there's also PD-L1, LAG3 etc. and many other developers (including several Chinese pharma/bios).
Berm, thanks for your insight and thoughts .... give one more hope 😀
Yes thank's Berm and yourself Violin. One thing Is for sure Sclp at this stage need some other source of finance. Very hard to see the same large holders continuing with large support. Unless their being told of some sort of deal coming shortly.
I hope LD has some serious update In her next presentation IF not we will drop another 2p. Which for all us Ltshs will be a serious let down again. IMO
So clearly they don't expect the pps to rise in the next 30 days, if it is bed & ISA