Scancell Share Discussion Threads

[nigelpm] 02/3/2023 06:17

For info this had been posted weeks ago on all these boards. No idea how people missed it at the time.

[torquayfan] 02/3/2023 00:50

Crumbs thanks that was a great find on Page 15

I was playing around for my own purposes and maybe it's a bit more readable like this, should others look in.

"How to build a cancer vaccine.

Although the jury is still out as to how to come up with effective, scalable vaccines for cancer, researchers are investigating a huge range of possibilities. Many are targeting particular cancers such as melanoma and some forms of breast cancer that are well suited to immunotherapy trials. Parker says, “The immune cells are already sitting there, resident, fighting the cancer.” What you need to do there, he explains, is tip the balance of that fight in the immune system’s favour. One interesting approach is under development by the Oxford based start-up Scancell. The firm’s Moditope platform aims to enlist CD4+ T cells, rather than CD8+ T cells. The former are sometimes called “helper” cells that coordinate activity by cytotoxic CD8+ T cells, which are those that directly challenge pathogens in the body.

Lindy Durrant, chief executive of Scancell, explains that the idea is to prime the CD4+ T cells in such a way that, when they enter tumours, they provoke inflammation in the cells, which would otherwise be absent. This should allow the CD4+ T cells to become cytotoxic themselves, detect the target peptides on the tumour cells, and then destroy them—rather like ripping the invisibility cloak off an intruder. “If you can really get good inflammation and good, targeted T cells in these tumours, you can just make [the tumours] disappear,” says Durrant. Referring to unpublished data from an ongoing trial, she mentions that one patient has demonstrated a 36% reduction in tumour size after just two immunisations (of a total of five). Biopsies from this patient are due to be analysed to confirm the presence and activity of immune cells. Durrant says, “I can’t really believe that result yet; we need to get more.” Around 140 patients will take part in the phase 1/2 trial, due to complete in 2026."

Nice one Crumbs - I wonder why Scancell can't push such messages a little more?

One day Rodney, one day ! ATB

[marcusl2] 01/3/2023 21:18

Plasyb, just upper case HTTPS




Page 15

[plasybryn] 01/3/2023 20:36

https://www.bmj.com/bmj/section-pdf/1079078?path=/bmj/380/8370/This_Week.full.pdf

[plasybryn] 01/3/2023 20:30

From a BMJ article. Pages 14/15Durrant says, "I can't really believe that result yet; we need to get more." Around 140 patients will takepart in the phase 1/2 trial, due to complete in 2026.

[inanaco] 01/3/2023 20:14

Bird Flu ...

all gone to KFC

[inanaco] 01/3/2023 19:58

Chill

""So there you go Inan, examples of where Scancell are poor on information, which is why to some extent Scancell lags a value of where investors think it should be.""

why are you bringing me into this ?

ATB

BioNtech TCR

but what i will tell you they have 37 peptides to screen lindy tested 7 but didn't find the particular t cell she was looking for

however she said its better to take the blood from responders to find the t cell

that is where we are at

ATB

good news Jam tomorrow is not priced in ...

[inanaco] 01/3/2023 19:44

Ivy

Primary Outcome Measures :

Incidence of clinical and laboratory adverse events (AEs) [ Time Frame: For the duration of the study (12 weeks after the final dose of study treatment) ]
To measure the incidence of AEs of Modi-1 and Modi-1v (as monotherapy and in combination with a CPI (e.g., pembrolizumab or nivolumab provided as standard of care) when administered intradermally

Cellular immune response to Modi-1on IFNγ ELISpot assay [ Time Frame: For the duration of the study (12 weeks after the final dose of study treatment) ]
(i) the mean peptide-specific ELISpot response minus two standard deviations is greater than the mean pre-treatment peptide-specific response plus one standard deviation (of this mean); and (ii) the ELISpot response is more than 50 spots per million peripheral blood mononuclear cells.

Ivy secondary outcome measures include efficacy

ATB

[chilltime] 01/3/2023 19:44

The only update available on BionTech is via forums post AGM.

EG different posts from the AGM

1. BionTech more interested in the vaccine, than TCR.

2. Biontech is one of the companies interested in Modi-1

So no information in 3 annual consecutive annual reports (2020-2022) and those comments at the AGM.

So BionTech from that is alive and kicking, and interested in Modi, no doubt more interested since those results.

It's that type of detail that could catch investors stone cold, A BionTech deal on Modi could appear any day. Caught cold as Biontech has not been officially mentioned since the 2019 annual report.

Perhaps the BionTech point is why Lindy had to stay tight-lipped at the AGM.

So there you go Inan, examples of where Scancell are poor on information, which is why to some extent Scancell lags a value of where investors think it should be.

It's not a criticism of the company, just an observation.

[chilltime] 01/3/2023 19:25

Example

BionTech January 2018


Under the terms of the agreement, Scancell and BioNTech will enter into an initial research collaboration to discover and characterise T cell receptors specific for citrullinated epitopes from vimentin and enolase. These epitopes form the basis of Scancell's first Moditope(R) development candidate, Modi-1. Upon completion of these studies, BioNTech will have the exclusive option to enter into a licence agreement for the development of cell receptor based therapeutics that are specific to Modi-1 epitopes.

2019 annual report

an add on to other comments

"which is also the subject of Scancell’s research collaboration with BioNTech announced in January 2018"

2020, 2021 and 2022

No mention at all of BionTech.

so in 4 years you have that one half a line from the 2019 annual report.

[chilltime] 01/3/2023 19:13

I'm just dropping this in as reminder as I've certainly forgotten or simply failed to pick up on points as they are not repeated.

EG I think the last time BionTech got a mention as still in collaboration was in 2019 (annual results) it wasn't mentioned in the last 2 but confirmed as still on at the Aim because someone asked. I did check for it and until the AGM comments assumed it had faded away but it hasn't.

But from the interview 8 months ago, a comment had me looking.

30 patents with head and neck cancer are to be recruited, a trial within the trial. Modi alone or with CPI which could include early diagnosed patients. Therapy first then operation and biopsies along he way etc.

In recent news it's just 138 patients in the trial, you have to read carefully soak it up and go over it again to understand what is going on.

108 of those is the various combo original trial, the extra 30 come from that head and neck plan.

Why head and neck?, the partial response was head and neck. Perhaps they already know it as has good biomarkers for Modi to work on.

I don't know, as Scancell don't say.


So in share price terms it would most likely be quite a bit higher if they did interviews, and explained what is going on (as in the June 22 interview).

In any case it's the end game that counts not promise, but it's here due to lack of content and explanation.

If it's hard work for enthusiastic investors to get a grip of, then loitering or potentially oblivious investors, won't have clue what is going on.

That in my opinion is where it currently stands, fantastic science, huge potential, complete game changer, very low grade communication of that to the wider market.

[chilltime] 01/3/2023 18:29

That took me back to my comment Inan that Scancell currently are very poor at updating the market in understandable terms, to current and potential investors.

Since that interview, Modi has reduced one tumour by 55%, 100% success rate in the immune response (if I have that right)

57% (so far) where tumours have been impacted in some way.

Since that time.

news

it will develop GlyMab(R) antibodies into T cell redirecting bispecific (TCB) antibodies and take them into the clinic.

modi safety fine moving to cohort 2

genmab deal
Scancell to receive from Genmab an upfront payment as well as potential milestone payments of up to $208 million for each product developed and commercialised, up to a maximum of $624 million if Genmab develops and commercialises products across all defined modalities.

expansion page of Modify

Snapvax to enhance modi 2

interims

positive response covidity trial

[chilltime] 01/3/2023 18:19

I've had to dig that out from 8 months back for a public appearance explaining what is going on which was the start of the Modi trial.

Whilst I may be reading here I didn't recall those comments. I try to put some effort in so I imagine for the sideline type, just looking on, then all they see is a trial, with no real obvious target or likely success.

The comments

Basket study

See which ones it works on.

Multiple biomarker checking

That leads to identifying cancers it works on.

Then tests and target patients where those biomarkers are present,

That significantly changes the chance of success in any particular trial and speeds up the approval process.

[chilltime] 01/3/2023 18:14

The modi trial

As a reminder (having just listened to Lindy from 8 month ago)

It's a basket study, a mix to see how it reacts to different cancers, you then get to see which cancers it impacts best, and form those figures decide which cancers to target (all of them if the numbers work).

Also looking at a whole variety of biomarkers in those it works on.

(Each person's cancer has a unique pattern of biomarkers. Some biomarkers affect how certain cancer treatments work)

She goes on to say, form that they can precept which patients 9type of cancer) it will work on so then move to target such cancers.

In those trails she says they could go to approval very quickly.

[ivyspivey] 01/3/2023 17:34

Evening,
Nana I will make this point once only as I don’t want to clog up this board but you are delusional if you think you pulled my post to pieces.
Clinical endpoints only cover safety and efficacy so if it is not efficacy then by default it must be safety.
Please confirm that your understanding of that endpoint is safety as that is not my understanding

[inanaco] 01/3/2023 16:04

by the way ruck

you always said the trinity valuation got diluted .. the IP

LOL

[inanaco] 01/3/2023 15:00

test (last post said it was an error)

[inanaco] 01/3/2023 15:00

yes and i had got it way before them ... hence Buy Buy just wish i had there cash balance

[chilltime] 01/3/2023 14:56

Without the dilution they wouldn’t be doing these trials that show it works.

The effect of the dilution so far is a lot less than the potential value it creates.

The results in news, will be highly encouraging for Redmile and Vulpes, evidence that their hunch (through extensive due diligence) was right.

[chilltime] 01/3/2023 14:53

Risk reward and covered well by some re the market, or market cap.

Market makers do not give a damn what the market cap is, they just react to supply and demand.

If it becomes out of balance in that regard, they put the price up or down to make the market and square off their position.

If demand is high they up the price and if necessary, short sell to supply stock, in knowledge that buying will subside, then they drag the price down to encourage sells, so they can close their short positions.

It’s just normal business to them.

They won’t care what Scancell have or what they do.

Excess buying or selling will decide the share price.

As a holder (due to seeing results) I believe a higher of value than the current share price, is justified.

Previous years on Scancell have been quiet with little happening. This year is entirely different which in theory will lead to a much wider investor audience, as it unfolds.

Half a dozen majors could be looking at Scancell platforms/therapies, Scancell won’t have a clue if they are.

If so and one breaks cover, there will be no share price warning prior.

Collaborations are in play re glymabs, and BionTech are looking deeply at Modi.

Seagen??? The potency increased on one of their mabs, by Avidimab.

You either take your chances, trade, or invest and see what happens. Good or bad, holders won’t miss the news.

Lindy said she couldn’t mention something.

Clearly not Modi or Covidity results but they said the next Glymab deals will be of a higher value.

More individual Glymabs to come no doubt.