Scancell Share Discussion Threads

[panama7] 17/7/2023 11:00

Anyone know what SV40 is, could be good news for Scancell in terms of patient numbers.

[chilltime] 17/7/2023 10:45

I've listened to the interview a few times now which confirms there is a lot of nonsense posted about Modi failed, only combo etc etc., plus other unfounded comments.

Feb update 23 on Modi 18 of which are ovarian (the most serious ovarian), 2, 2 and 1 are the numbers on the other cancers.

So that update was about Ovarian mono Modi not, a view if the other cancers.

The conclusion being 44% responded in some way, trials to come on the other 3 cancers may show a Modi combo has an enhanced effect and then if deemed suitable they can return to Ovarian to see how Modi plus a CPI works.

They have absolutely shown Modi stand alone impacts the most serious difficult cancers.


Scib1

Lindy states it's about showing Modi works stand alone and contributes in a Combo.
As she puts it they are close to confirming that. In other words the 73% of the cohort so far is proving to be working, hence the mention of a move to phase 3 and to the market.

Data for Scib Q4

Genmab

She can't give specifics (tread on Genmab toes) but from the data so far it's going very well, 'exciting'.

So that indicates Genmab are likely to progress to Phase 1 in one or all 3 aspects, each of which trigger up front payments.


2 others looking at the Glymabs, one in the news, 6 months look at an antibody (interview comment defines it a an antibody not the platform).


This line in the news was a bit odd if it has no meaning

Additional in-house data has illustrated the potential of our antibodies as chimeric antigen receptor T cell (CART) therapies providing the data for a deal with a cell therapy company.


'With a cell therapy company' suggests a company is in talks, otherwise why use the singular term.



Modi stand alone

Nowhere near complete, Renal Head and neck plus Lungs to come. The toughest one ovarian is complete.

Modi combos to come.

Scibs 1 results Q4 moving to iScib1+

At last 3 companies on the case of the Glymabs.

Funding

Nothing needed until the 2nd half of next year, UNLESS, the results of trials ongoing are compelling enough to move swiftly to the next phases, which in reality would mean funding on the back of very good news (not necessarily dilution, JV etc)

Markets awful, investor sentiment across the board is low, small caps very much in the doldrums, risk off.


Sclp progress and results are on the up, the share price is on the down. They are at odds with each other.

All down to sentiment, based on false beliefs by the look of it, to some extent.

[chillpill] 17/7/2023 09:51

Just bought my first shares here for a long time.

[nigelpm] 17/7/2023 09:27

It's up to $625m - however that metric does show you quite how far this has fallen.

[inanaco] 17/7/2023 08:58

the Genmab deal now has 8.1 x MCap cover

Not even going to try and work it out ....

even elliots wave 2tike has been beaten to death

How Sad !!

[wigwammer] 17/7/2023 08:52

Possibly.. depends on news flow

[golcheja] 17/7/2023 08:45

Relentless fall to 5p

[markingtime] 17/7/2023 08:43

A chunk of the mkt cap is cash, so the undiluted EV is just over GBP50mn. i.e. roughly nothing, if you are a pharma looking for ways to extend patents for checkpoint inhibitors.

[wigwammer] 17/7/2023 08:26

And my method here very much relied on analysis well before the event... as posted on LSE .. "WTP - i am only posting this in response to your previous message. I did not think the update was positive for moditope, nor did I claim it was. I sold most of my holding months before the RNS. I made my reasons clear -"In my opinion and experience, by reporting on 14 patients at scan 1, they have created a precedent. And if they don't maintain consistency by reporting after scan 2, then investors will legitimately start to question why..." (April 26th)"

[wigwammer] 17/7/2023 08:22

So 2tyke, you can't actually find a post where I state that a downward revision is not justified by the update? That's because it doesn't exist. You made it up, like the evidence for EW that you repeatedly fail to link here..

[wigwammer] 17/7/2023 08:18

I've bought a few more. Hard to believe that sentiment wise at least, the bad news is not out and well known by the market. My difficulty is that while the scib outlook appears better than expected, it is not attacking a market with the same potential size as moditope. £90m+ diluted market cap is not huge, but it's not that small either by U.K. comparisons.

[nigelpm] 17/7/2023 08:14

£74m though - that is a price that someone could really take advantage.

[2tyke] 17/7/2023 08:13

Being relaxed is easy when your method works and IS proven wiggy.
Yours relies on story-telling after the event. Hindsight.
Like when you said...'The narrative the share price drop is due to option selling is compelling'......erm..WRONG !!! Hindsight story again...no method ' D"oh.

[nigelpm] 17/7/2023 08:09

I'm definitely not relaxed! But I do wonder what is brewing here. An equity raise wouldn't totally shock me.

[wigwammer] 17/7/2023 07:52

When all around are in panic, some methods enable a clear head.. that's true.. but not EW, cos it's unproven BS :)

[2tyke] 17/7/2023 07:51

All about risk/reward.
It's a good job inanaco sees no risk isn't it ? Lol

[wigwammer] 17/7/2023 07:50

Just point everyone to the post where I state a downward revision to the share price is not justified by the update? There's a good chap..

[2tyke] 17/7/2023 07:48

When all around are in panic, some methods enable a clear head.
And they don't involve making up stories in hindsight ! Lol

[wigwammer] 17/7/2023 07:48

The EW roadmap.. lol.. Seems you might have been holding it upside down :)

[wigwammer] 17/7/2023 07:46

2tyke. Just point everyone to the post where I suggest a downward revision is not justified by the update? A bit like the evidence for EW - 80% success rate - you just make it up.

[2tyke] 17/7/2023 07:46

Oh wiggy can now see why the stock has fallen ! Lol.
All the way from 29p ?...lol
Bit late now wiggy !!
Still...I'll mop up a few more whilst the bulls are still throwing them out !

[marcusl2] 17/7/2023 07:46

That is correct Miavoce,

Ovarian was the first to be fully recruited and has had excellent results as a monotherapy with Modi-1 alone.

We only have three recruited at full dose Modi-1 plus CPI.

Updated data when it arrives may change a few of the sceptics minds but the only people who matter are the patients and big pharma who I suspect will license iScib+ and Modi-1 before phase III.


The company has two clinical trials ongoing, the phase II SCOPE trial, assessing SCIB1 in combination with checkpoint inhibitors (CPIs) in patients with advanced melanoma, and the phase I/II ModiFY trial assessing Modi-1 as a monotherapy and in combination with CPIs in a number of difficult to treat cancers. With both trials progressing well, this should set up key data readouts both this year and in 2024. The company has now completed the recruitment of 16 ovarian cancer patients in the ModiFY trial with 44% of these patients achieving stable disease for at least eight weeks (Dr David Pinato, Principal Investigator at Imperial College, was quoted in the RNS as saying that: “Advanced ovarian cancer is an aggressive cancer which is hard to treat. A disease control rate of 44% with Modi-1 in patients who have exhausted most treatment options is very encouraging”.) . The company continues to explore Modi-1 as monotherapy and in combination with CPIs in other difficult-to-treat cancer types with top-line data expected in 2024. The company also outlined the next steps for the SCIB1 programme, intending to incorporate iSCIB1+, its second-generation SCIB1 vaccine, into the SCOPE trial by 23YE with the potential of an accelerated clinical development program in 2H24.

[2tyke] 17/7/2023 07:40

Human behaviour and 'hindsight beliefs'...a marvellous thing.
Story telling of no use whatsoever ! Jackonary.