Scancell Share Discussion Threads

[panama7] 28/2/2023 10:27

Inane, were investors not told by the BOD on several occasions that there was significant interest in Scib, how did that turn out ?

[inanaco] 28/2/2023 10:16

RuckRover21 Feb '23 - 17:04 - 56903 of 56936
0 1 0
We all understand what Scancell is.....
Straight from their website:

"Scancell is a clinical stage biopharmaceutical company that is leveraging its proprietary research, built up over many years of studying the human adaptive immune system, to generate truly novel medicines to treat significant unmet needs in cancer and infectious disease. Adaptive immune responses include antibodies and T cells (CD4 and CD8), both of which can recognise damaged or infected cells. In order to destroy such cancerous or infected cells, Scancell uses either vaccines to induce immune responses or monoclonal antibodies to redirect immune cells or drugs."

[inanaco] 28/2/2023 10:08

so if you dilute with more shares .... the ip dilutes automatically because the IP is scancell

i used Bermuda's post because it highlights just how you guys didn't understand

What scancell is

ATB

[inanaco] 28/2/2023 10:06

Scancell is a clinical stage biopharmaceutical company that is leveraging its proprietary research, built up over many years of studying the human adaptive immune system, to generate truly novel medicines to treat significant unmet needs in cancer and infectious disease. Adaptive immune responses include antibodies and T cells (CD4 and CD8), both of which can recognise damaged or infected cells. In order to destroy such cancerous or infected cells, Scancell uses either vaccines to induce immune responses or monoclonal antibodies to redirect immune cells or drugs.

The company’s innovative products target post-translational modifications of proteins and lipids. For the vaccines this includes citrullination and homocitrullination of proteins, whereas the monoclonal antibodies target the glycans or sugars on proteins and/or lipids.

SO EACH SHARE CARRIES A PART OF THAT ...............

i didn't get it wrong ... you just did not understand what scancell is

[inanaco] 28/2/2023 10:04

lol ... on the other bb i asked, what is scancell do you know ?

[ruckrover] 28/2/2023 10:02

"they never understood the posts or wanted to understand the posts"

two possibilities here:

1) The point was explained poorly
2) You were just plain WRONG.

[ruckrover] 28/2/2023 10:00

Conversley,

If Scancell were to cancel share (consolidation) the IP would still be worth GBP200M.

The IP per share in this case would go UP.

[ruckrover] 28/2/2023 09:58

Inan,

Bermuda is quite correct, dilution does NOT dilute the value of Scancells IP.
If Scancell is worth GBP200M and they issue another 1M shares, Scancell is STILL worth GBP200M. If they issue another 1M shares, the IP is still worth GBP200M.

The thing that changes is the IP value PER SHARE. The more shares you issue, the lower the value PER SHARE.

It is quite simple maths really.

[inanaco] 28/2/2023 09:43

they never understood the posts or wanted to understand the posts

[inanaco] 28/2/2023 09:42

Bermudashorts - 12 Aug 2020 - 09:31:41 - 31456 of 44498 Using immunology to fight cancer. - SCLP
Inanaco,

Please, please, please stop saying the IP has been diluted, it hasn't and your posts are giving a false and negative impression to any newbies looking in.

The IP today is unchanged and every bit as comprehensive and strong as it was yesterday. It has not and can not be diluted by any fundraise.

[inanaco] 28/2/2023 09:41

i think you have the dates wrong Octupus100 just read back the RNS history

[octopus100] 28/2/2023 09:29

Excuse me for being behind the curve on this but where are Scancell with respect to their melanoma trials. Results were published back in 2012 on phase 1 and phase 2 studies on SCIB - where are they 10 years later on?

[inanaco] 28/2/2023 09:29

Now i have just explained the effects of dilution from Redmile ... this is exactly the same as what i posted at the time, but got shot down, but this time around its in hindsight as you can actually now value that dilutive effect on the Ip per share has translated into a higher IP per share as the products go through the clinic ..

Bermuda argued that the IP had not been diluted ..... I beg to differ Scancell is the IP

ATB

[inanaco] 28/2/2023 09:06

i am sure others will back that up if they have listened to the main speech by lindy from the AGM recorded

time slice 19.05 mins in

[panama7] 28/2/2023 09:03

Inane " which is why Big Pharma are very interested in the resected patients after vaccination " I assume you have evidence to back that statement up and you will be able to provide that evidence or are you lying again.

[inanaco] 28/2/2023 08:52

If the t cells are activated correctly .... which Modi1 appears to achieve

there is no risk in this statement we do not have to prove a correctly activated t cell

Cytotoxic T cells kill their targets by programming them to undergo apoptosis (Fig. 8.35). When cytotoxic T cells are mixed with target cells and rapidly brought into contact by centrifugation, they can program antigen-specific target cells to die within 5 minutes, although death may take hours to become fully evident. The short period required by cytotoxic T cells to program their targets to die reflects the release of preformed effector molecules, which activate an endogenous apoptotic pathway within the target cell.

what will affect it is the TME ..... and its hostility to t cells

which is why Big Pharma are very interested in the resected patients after vaccination

A view into the TME .............

[inanaco] 28/2/2023 08:45

how does a Cancer cell activate a CD4 cytotoxic t cell

its sees the result of citrullination ..

cancer does have one other mechanism to use .... call it a half life

if a citrullinated cell splits into two ..... its progeny is a new fresh cell but not displaying citrullination in time because of the environment that cell will also be starved or subject to the harsh environment caused by the CD4 killer t cells cytokine release and it will citrullinate .... again displaying a marker for the t cell

the data collected about the TME is vital .... to provide the assistance to the T cell

so the patients that don't respond are just as much value to us as the patients that do

its hard to get your head around that i know ..

But how did you think they discovered Keytruda .... ? the TME

[888icb] 28/2/2023 08:42

A positive first trade a 100000 Buy at 18p is an £18000 vote of confidence.

[inanaco] 28/2/2023 08:37

when we talk about risk ...........

how does a T cell kill

Apoptosis is a normal cellular response that is crucial in the tissue remodeling that occurs during development and metamorphosis in all multicellular animals. As we saw in Chapter 7, most thymocytes die an apoptotic death when they fail positive selection or, much less often, are negatively selected as a result of recognizing self antigens. Early changes seen in apoptosis are nuclear blebbing, alteration in cell morphology, and, eventually, fragmentation of the DNA. The cell then destroys itself from within, shrinking by shedding membrane-bound vesicles, and degrading itself until little is left. A hallmark of this type of cell death is the fragmentation of nuclear DNA into 200-base-pair (bp) pieces through the activation of endogenous nucleases that cleave the DNA between nucleosomes, each of which contains about 200 bp of DNA.

Cytotoxic T cells kill their targets by programming them to undergo apoptosis (Fig. 8.35). When cytotoxic T cells are mixed with target cells and rapidly brought into contact by centrifugation, they can program antigen-specific target cells to die within 5 minutes, although death may take hours to become fully evident. The short period required by cytotoxic T cells to program their targets to die reflects the release of preformed effector molecules, which activate an endogenous apoptotic pathway within the target cell.

[inanaco] 28/2/2023 08:18

The science is the key aspect of all this .........

that is how Scancells value is made up ... "the IP" the more of it we retain the higher the value of the IP is carried per share as scancell carries it through trials
The risk factor is a variable between the platforms highest being the glycans lowest being the new immunobody. However Moditope is fast and is quickly gaining ground, if we have to raise again i don't think the share price will be affected, but the ip per share could be, however the value added to the ip via funding like we have recently seen since Redmile joined could be substantial as it brings the glycan, mab2811 and modi2 into the clinic, and like i have mentioned Mab2811 and modi2 can also assist modi1

and the key aspect in that value generated is the products synergising

Scancell already know this, so i suspect so do the lead investors which is why i cannot see them exiting at this price £1

however a "buy in" as a partner similar to biontech and pfizer covid program is a possibility

and of course a dividend paying share in the future in that scenario is very real


23 out of 23 is astonishing

ATB

companies can work with a functional activated T cell to a target

because in cancer they are so rare

[markingtime] 28/2/2023 05:45

.....which, I might add, would be eminently affordable to any big pharma company inclined to try their hand.And I'd also guess that the Board may consider themselves obliged to make any approach from a credible bidder public - especially if it was at a big premium and especially if there were (or may be) multiple parties with potential interest.Put another way, those who are happy trading in and out (and many have indeed been) need to be just as happy if they are caught out....

[markingtime] 27/2/2023 23:47

Of course it is "cheap".....because anyone buying right now is still taking some significant risks.Ultimately Redmile/Vulpes may have a 2026/7/8/9 "target" of eg £8 a share....but there will certainly be a price lower than that that they would sell at in 2023. I think that price would be AT LEAST 5-6 times the current share price.

[inanaco] 27/2/2023 19:23

Wherever possible, patients not scheduled for curative intent resection surgery should have a fresh tumour biopsy (or have an archival biopsy [obtained within the past 5 years] if obtaining a fresh biopsy is not feasible) at baseline for molecular studies, and agree to a post-treatment biopsy (at Week 25 or the end of treatment visits), if feasible. Patients in the SCCHN neoadjuvant cohort must have both a fresh pre-treatment biopsy and agree to have their resected tumour analysed.