"its impossible for anyone to dampen down the £8 expectation " -
There is NO £8 expectation ...Never was
If anyone is responsible for dampening down ANY expectation re. SCLP = It's YOU |
"The addressable market size for SCIB1 in unresectable melanoma is around $1bn and iSCIB1+ around $3.8bn."1 + 3.8 = 4.8Still a long way off 9B. So which of the conflicting figures do we go with? |
 Knowlesi
I didn't reply last night I was trying the watch the Rugby
ref
knowlesi31 Jan '25 - 21:13 - 17020 of 17049
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It's telling that with the update we heard on Thursday nothing of the wider modi1 cohort updates. Trials ongoing for almost 3 years and other than a stable disease update on ovarian - just the H&N update. Is ovarian cohort still going!?
Scancell is clearly focused on delivering data over next 6-7 months and then hopefully, finally we have reached a point of some sort of significant commercial validation. Let's see. Remember modi1 was supposed to be in the clinic in 2016 but we are where we are. It's been a long old slog for many shareholders and any success has been short lived. Let's hope this is the moment scancell can deliver. I do appreciate how difficult it must be on limited resource - hopefully we are close to a very very significant catalyst of in value driven by data and tonnes of media attention.
You have summed that up pretty well
but they have given a hint on the resected head and neck which IMHO is of great interest because of the Width of that market
the RNS
""" In addition, there is investigator interest to evaluate Modi-1Moditope® in the neoadjuvant setting for this indication."""
If Scancell have estimated ISCIB1 correctly .. then it follows that market will be huge as well
its impossible for anyone to dampen down the £8 expectation .
The numbers are just to big
A share like Scancell does not come around very often
ATB |
TF for you |
maybe if you actual read back all the RNS the bits you are missing you my find
or rather than Gobbing Off on here, you should actually concentrate on what i actually post, because i have posted all this before !! |
how do I get to ?
$9b ?
no idea ...
Scancell have the efficacy data !!!!!!!!!!!!!!!!!!!!!!!!!!!!!
I don't |
The addressable market size for SCIB1 in unresectable melanoma is around $1bn and iSCIB1+ around $3.8bn.
4 Dec 2024 17:59
RNS Number : 8714O
Scancell Holdings Plc
04 December 2024
spec savers |
Inan,That doesn't really answer the question does it? Regardless of the method of action and how good it is there is a finite number of patients with a finite amount of cash. The question is how do you get from 1.5B to 9B? |
well you have missed the rns Ruck
Iscib1 is a $3.8 billion market with doublet
not $1.5 billion |
it does not matter about the current trial not being the same
the adjuvant trial can still start as a registrational trial the
T cell response is identical Ctl-4 and Pd-1 helps priming but acts mainly on the T cells and T regs which is a separate issue to the actual vaccination
don't forget with surgery you are effectively removing the TME
and we are testing with single checkpoint ... so we will have that blood work
AI Overview
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A "melanoma adjuvant vaccine prophylaxis" refers to a vaccine given to patients after surgical removal of a melanoma tumor (adjuvant therapy) to help prevent the cancer from returning by stimulating the immune system to recognize and attack any remaining melanoma cells, essentially acting as a preventative measure against recurrence; this approach aims to bolster the body's immune response against the specific melanoma antigens present in the patient's tumor. |
Inan, The TOTAL market s $1.5B. Any improvements around iscib+ will merely change what share of that market is available to Scancell to grab. It can never be 100% as SCIB1, iSCIB1+ need the checkpoints so 33% tops? |
well i have not seen the data ... on Non HLA2 Scancell has
the reason why they are not giving data out is because the trial is currently unbalanced so not representative of 100% of the market but if Non Hla2 works so will Hla2 currently the trial is going back into balance
you are looking at Scib1 data that is restricted to $1.5 b in a restricted market
the adjuvant stage is after surgery and before any other treatment
so even patients that have surgery without recurrence will still be vaccinated at 4mg not 8mg and take PD-1
if a recurrence you may be able to sledge hammer with 8mg and CTL-4 added
or add Modi1
that is 100% of the market |
if i am wrong you can all laugh !!
while you also hold the share 🤣🤣🤣 |
mmmm I did not stand up and say ... "i am a failure"
what I did Ruck was Kept buying ... majority in ISA
ATB
time will tell ....
you are more than welcome to short Scancell ... with Turkey, who can't because he has no money
Turkey its called a CFD |
I am quite sure he is playing the part of Calaf. Any minute he will render Nessum Dorma.... because he doesn't sleep. |
"like i said .. you do not understand vaccines"Well you don't understand the difference between a comma and an important footnote. Which has been the most costly?I've had thirteen years of stagnated funds not understanding vaccines, you've had 13 years of stagnated fund understanding vaccines. How has that knowledge helped you? |
i was watching the Rugby ...
like i said .. you do not understand vaccines
so pointless explaining
ATB |
It's like a comma? LolIt's a reference to a footnote. The footnote reads "management estimate". You really need to read the small print and the smaller print lol. So, are you going to go with industry published figures $1.5B or "management estimates" $9B? Just for a laugh, I'll plug the "management estimates" into my TD model and let you know what it comes out with. |
who ever we partner with will run an Adjuvant trial in parallel just with Pd-1
possible they may even use prior to surgery |
way it copied its like a coma |
I really recommend the filter function - I can guess who has been posting -
There are 18 hidden posts from your filtered users. |
Inan, Ok, we are beginning to get somewhere at last. That did grab my attention when I first read it.~$9bn1 market sizeWhat does the 1 after bn mean? |
trying to watch Wales get slaughtered !! |
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