Scancell Share Discussion Threads

[nigelpm] 11/7/2023 16:52

Need the CFO in ASAP - consider all options - I suspect the most efficient would be to give away some equity - 20% at current prices would provide another year's worth of runway which would make a lot of sense.

[inanaco] 11/7/2023 16:52

FFS, Ivy's predicted results ... HVO

what happened to your Billion Market Cap for 2022 ?



LOL

[inanaco] 11/7/2023 16:41

what help can we give them (cd4) and what exactly is the cancer doing to arrest the attack

[inanaco] 11/7/2023 16:39

Knowlesi its to early in the trial .. all is well with me ....

not disappointed at all .. treated 24 patients and we have 6 responding passed 8 weeks

that is still 25%

the 24 patients have failed all other standard of care so what you going to do for them knowlesi ? Elliot wave pills ?

we have no idea what the effect would be earlier in treatment until we treat the adjuvant arms

because we have seen responses ... we can work with it ...

if we had no response then that would be a disappointment

but this is about breaking Tolerance and we now have another tool Cd4 Killer t cell

[2tyke] 11/7/2023 16:21

Yes the happy clappers not so fervently happy today ...despite their initial response ..lol
And who've thought me and inanaco agree on 2 things ?
Firstly ?....one of us talks drivel !
Secondly ?...the loss from 29p really is all about the number you own !

[knowlesi] 11/7/2023 16:16

Inanaco - hope you are well.

I didn't reference any data in my post so not sure what part of my post has triggered the question?

Honest thoughts - you must have been a little disappointed here Inanaco with the update?

[ivyspivey] 11/7/2023 15:56

Afternoon.Great to see you posting again Knowlesi and excellent first post back.
Agree with Moljen and even some of Wiggys conclusions re LD talk which is a first.
Some thought LD calm and professional well OK but I thought like others she seemed a bit down best but no matter we can maybe judge better after Investor Meet event.
It is clear that she feels Modi will likely need CIs to maximise its impact even in Ovarian cancer so as Knowlesi says those who claimed it would revolutionise cancer therapy as a mono therapy are likely to be very disappointed but still plenty of hope and great that SCIB 1 has a clear path to Approval.
It all depends on data and like Ruck I would prefer a 50p -£1 early take out rather than waiting another 5 years plus to maybe get £1plus multiples.
Anyway nice discussion here and looks like the more cautious investors have predicted the results better than the glee club.

[marcusl2] 11/7/2023 15:50

I think they see the best way forward as Renal, Head and neck and Ovarian. Hopefully they are granted Ovarian with a CPI.

Remember we have only recruited three (3) patients receiving full dose Modi-1 in combination with the checkpoint inhibitor nivolumab so far.

All other treatments have failed i.e. Chemo, radiotherapy and immunotherapy.

To get 44% into stable disease in Ovarian (as a monotherapy) is excellent.

When Scancell work out the biomarkers to indicate who will best respond that could percentage could rise.

I would imagine if Moditope gets approval then using it in earlier disease may have even better responses.

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".

You don`t need spectacular results to have a blockbuster.

[2tyke] 11/7/2023 15:47

Miavoce...you found your voice.
You're not following me unfortunately. Not to worry.
It's not about modi hun.
Think fear and greed, internally driven.
Don't think company, externally driven.
Or you'll be in the same predicament as inanaco ...up the creek with no paddle !
Or in the car-park with no customers ..lol

[the real lozan] 11/7/2023 15:42

GUFFAW -
"But something seems to be keeping LD happy IMO :)"
.
A 'job' where shareholders PAY her salary might have something to do with her ...... ' keeping LD happy IMO :) '
A form of "hard currency" one could say.

[wigwammer] 11/7/2023 15:31

One thing LD mentioned did surprise me. The number of patients required in a CPI combination study to prove non futility = 60-70.... Then you look at the number in the moditope combination arm and think - even if the data is positive is that going to be enough to convince the market? But something seems to be keeping LD happy IMO :)

[miavoce] 11/7/2023 15:29

Surely writing off Modi is just as much 'cart before the horse' as saying, with reasons, why it is way too early to write of Modi. But I understand why some do it.

[inanaco] 11/7/2023 15:28

2 tike no one is interested in your drivel ...

[inanaco] 11/7/2023 15:28

one thing everyone should remember we are treating patients after every one else has had a bash !!

we are only just out of phase 1 ..............

[2tyke] 11/7/2023 15:25

I'm not making any judgement on Modi. I'm saying this.
At the moment it doesn't matter what's said.
If the stock was in a bull market ie, wave 3 it would probably have soared on that RNS. The contents would have been spun as you suggest miavoce.
You, like others are actually putting the cart before the horse.
But I understand 'why' you do it.

[inanaco] 11/7/2023 15:23

Knowlesi

can you show me the data you are looking at with Ovarian and Checkpoint ?

this spectacular Data that is more valuable that Modi1 ?

ATB

[miavoce] 11/7/2023 15:20

Surely if Modi + CI is significantly better then either alone, the Modi becomes as valuable as the CI does it not ?

Also, whilst not at the phenomenal level of efficacy that we all wanted to see, stabilising Ovarian cancer in 44% of patient that had failed all other treatments is very good indeed if the effects can be maintained. If Modi + CI delivers even better results for these poor women then once again Modi will be very valuable.

It is way too early to be making any judgements about how valuable Modi1 is.

[2tyke] 11/7/2023 15:15

Knowlesi,
Good post, but I'm duty bound to point this out ....
The news update is only 'spun' by PI's to fit with what the share price does. It's what PI's do ..they simply react to the share price and modify the narrative.
It's because they haven't got a more refined model available.
The truth is we were never likely to get what's considered to be a super news update...except in the imaginations of the happy clappy Crew on LSE. But that's more hope than expectation.
The stock is in a bear market.
It's known that Price leads events by around 3 months at least.
So plenty of time to assess which way the land lies.
The irony of the premise of the likes of chill time is this....
Because stock prices have a 'form', there will always be a good time to buy and sell....always.
The narrative of the likes of chill time and inanaco is borne of deluded FOMO...nothing more.

[ruckrover] 11/7/2023 15:11

Knowlesi, Good to see you back posting - nice to have an objective observation of the current situation.

[wigwammer] 11/7/2023 15:08

Some fair points knowlesi.. Yes - I got the feeling not all was rosy when they failed to provide a 2nd scan update on the patients included in the Feb RNS. Also, when ottensmeier seemingly dropped out of the conference presentation... In contrast to you however, I thought LD looked pretty upbeat, all things considered.

[panama7] 11/7/2023 15:03

Knowlesi, excellent post, irrefutable I would say, surprised it's lasted 10mins without being attacked with vitriol. I wonder if Chicken's are coming home to roost. You're right about Modi, how many years have the happy clapping Science gurus insisted that Modi does not need any help and is a new class of immunotherapy that will change the way cancer is treated. They were all taken in by the " serendipitous discovery " nonsense and how many times did they post about Goodfellow framing it. Where is Goodfellow now, oh yes he done a bunk the minute he realised Modi wasn't the game changer he had spent the last 10 years telling everyone. Will look forward to team ramp challenging your reading of the situation.