Scancell Share Discussion Threads

[thelogman] 25/7/2023 19:59

OK seagulls, 😀👍

[2tyke] 25/7/2023 19:57

Yes we have loggy....

I'm a seagull myself...
SEAGULLS !!!!

[thelogman] 25/7/2023 19:41

2tyke, you obviously have not come across me on sclp. Have been following, trading scancell for years and still have a small free holding whilst made decent gains for me. Now the question is have we made money out of scancell or not? I will leave it at that. WE ARE LUFC.

[golcheja] 25/7/2023 18:34

Yahoo .why Scancell share price is climbing ?
Claiming from 8p to 11p and today collapsing back to 10…I guess that explains.

[2tyke] 25/7/2023 15:46

Panama,
No need to look for 'reasons'.
The only thing that matters to the traders that 'control' the price is profit and loss.
That's precisely why they do exactly the same thing at similar points in time.
No story or reasoning necessary.

[panama7] 25/7/2023 15:22

I wonder if the fall today has anything to do with the release of 15,000 pages of the Moderna trial results. Maybe investors are getting twitchy about the whole vaccine industry. I did warn about this 2 years ago. The Truth is out there.

[2tyke] 25/7/2023 15:03

logman,
Of course the posts on here are all codswallop.
Comments like "when the market wakes up to what Scancell have'...lol
The market is fully awake !. It's the fundamentalists who are asleep at the wheel ...as usual.
A price series follows a set pattern. That's why the 'value' merchants call it wrong ...and the elliotticians call things right !

[the real lozan] 25/7/2023 11:12

REALITY =
Today 25 JULY, we are 'basking' in/at the mid day high summer, here in S W France,.. temperature of =
17.7 C
Which may not be quite the 'story' that certain 'outlets' would have folks believe.
There are MANY things that are, in reality,that certain 'outlets' would have folks believe.

[marcusl2] 25/7/2023 08:51

"Axing enapotamab vedotin will free up resources for Genmab’s other prospects, said CEO Jan van de Winkel, Ph.D., in the statement.


SC129: specific for the sialyl-di-Lewisa glycan, a target for pancreatic cancer

Scancell can earn up to a maximum US$624mln if Genmab develops and commercialises all modalities plus royalties on net sales.

[thelogman] 24/7/2023 19:02

Posts on here are total codswallop to me all I know share price was 27pish now 11pish, that's why you should trade not sit. Must admit I never sold in the mid twenties as thought to risky at the time so I held till below 20 then sold, then said under 14p this is going, did not expect it to go this low though. LEEDS first game is against Cardiff, will have 18 deck ready.

[marcusl2] 24/7/2023 15:45

The cancer vaccine helped the CAR-T cell therapy attack tumor cells.

[marcusl2] 24/7/2023 13:39

GlyMab
(SC88)
WO 2015/063500 A1 2013-11-01 Glycans As Functional Cancer Targets And
Antibodies Thereto
Granted
Patent
ACTIVE

Maybe the next deal ?

Possibly Avidimab or SC2811.


Google Vulpes Investment Management - Vulpes, opportunities then Vulpes Life Sciences
(click on Scancell Report: Multiple Arrows in its Quiver)

SC88: specific for the Lewisacx glycan, a target for colorectal cancer;
SC27: specific for the Lewisy glycan, a target for gastric cancer
SC2811: specific for SSEA4 on human and mouse T cells with stem-like properties – a target for any solid tumour

[888icb] 24/7/2023 12:35

I accessed the report via a link provided by a poster on lse. The report doesn’t have a date I can find however the shareholder breakdown information in the report from Bloomberg is dated February 2023, so it’s recent.

[plasybryn] 24/7/2023 12:00

What date was that please 8881CB?

[888icb] 23/7/2023 13:52

Vulpes Investment Appraisal
This is their comment on Valuation:

“ Valuation: We view the current share price as derisory; reflective of poor market sentiment for biotech stocks and the early-stage nature of the business, with management too focused on the science, rather than medium- and long-term commercial aspects. If Modi 1 were successful across all 4 tumour indications, it could deliver c.$2.8bn in aggregate profits (present – value adjusted, but not probability adjusted) based on our (Vulpes) estimates. Even adjusted with a 10% PoS (probability of success) that would imply a market value of c.$280m – a c.62% uptick vis-à-vis the current market cap of around $173m. And this is from a single asset. Modi-2, which addresses other solid tumours like colorectal cancer, non-small cell lung cancer, and prostate cancer, among others, could (if successful across all indications) deliver c.$2.3bn in profits (our estimates; present – value adjusted, but not probability adjusted). Even adjusted with a 7% PoS that would imply a market value of c.$160m – which again equates to almost the entire current market capitalisation of the company.”

[marcusl2] 23/7/2023 13:29

True value of our vaccine is probably in combination with checkpoint inhibitors

Additionally, Scancell has recruited a fourth cohort of three patients receiving full dose Modi-1 in combination with the checkpoint inhibitor nivolumab. Subject to a safety committee review meeting scheduled to take place in August, this cohort will be expanded to 21 patients in both head and neck and renal cancer. Preliminary
topline data from these cohorts is expected to be reported in 2024.

[marcusl2] 23/7/2023 13:26

When the market starts to understand what Scancell has....

44% disease control rate (DCR) in ovarian cancer patients in ModiFY monotherapy trial

Scib plus doublet looking very good

Avidimab

The Glymabs

“I am very encouraged by the data we have seen so far from both the SCOPE trial with SCIB1 and the ModiFY trial with Modi-1, which support the decision to sharpen our focus on these two assets” said Scancell CEO Lindy Durrant.

Additionally, I am pleased to see that Modi-1 is having an effect on disease control in ovarian cancer in these very heavily pre-treated patients, although we believe the
true value of our vaccine is probably in combination with checkpoint inhibitors.

Dr David Pinato, Principal Investigator at Imperial College, commented: “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”.

[marcusl2] 23/7/2023 13:21

Roche’s Genentech paid BioNTech $310 million in upfront and near-term milestones in 2016 to gain access to mRNA-based personalized cancer vaccines

[panama7] 23/7/2023 11:35

Knocker you left out the 800bn they printed to save us all from a virus with a 99.997% survival rate although to be fair Starmer would have printed an extra 200bn to save us from the same virus and locked us down for even longer.

[1knocker] 22/7/2023 23:14

Inanaco, he is playing it the Lib Dem way - promise everybody whatever they are thought to want, and never mind whether the promises are contradictory or intended to be kept. Maybe not carved on a tablet of stone, or in a solemn pledge signed in blood though. Those gimmicks did not play out well.

One has to feel some sympathy for him though. Its hard for Labour to trump the Conservatives with traditional left wing policies when the Conservatives have borrowed and spent more than Corbyn could even dream of, raised taxes across the board (10% inflation gives you a 10% tax rise when thresholds are frozen),raised public spending to nearly 50% of GDP, and increased immigration to about 0.75m pa. How is any Labour leader to 'improve' on that lot?

When you think about it, Starmer may be just the man for PM. No policies are needed really - its pretty much 'job done' before he even steps into No 10.

[ivyspivey] 21/7/2023 21:07

Come on Nana we were both even Stephen at beginnng of year now I am 50% higher than you plus I had my Divi so clear blue water between us in 2023.
Mind you are due one good year in the 12 you have been here so perhaps 2024 will be the year you get above your average.
Anyway w/ end

[1knocker] 21/7/2023 18:20

Come on Tyke, tell us how you got it so wrong with RMM and Mode. Or has a kindly amnesia blotted them from your memory?

Failure to see that the former was insolvent (definition: inability to pay on'e debts as they fall due) and the latter was making losses, had no prospect of making a profit (or even breaking even), and inevitably ran off the end of its very short cash runway, wasn't it? All of which was irrelevant to a chartless chartist, so you didn't bother to investigate before making your price based buy recommendations, or heed the warnings of those who did look and warned you that both companies were uninvestable.

You lecture others on the wisdom of learning from experience. Have YOU learned anything from either of those experiences?

If you have not, heaven knows what garbage you cheerfully buy on e-bay and market stalls if you continue to look only at the price without regard to the nature or quality of the product on offer - a tin of caviar, a tin of beans, a can of worms, what difference does it make to whether you purchase it? None at all, apparently. Market traders must lick their lips when you heave into sight !!