Scancell Share Discussion Threads

[golcheja] 05/9/2023 08:22

Yeah yeah, commercialisation with a big IF in front, wake up and smell the roses. As big mama says money talks and BS walks.

[markingtime] 05/9/2023 08:02

All this shows is that we and the market need solid data to be published. Any fool can weave a story to drive share prices lower based on a few random events and one anecdote, especially when all the insiders are shut out of the market by being in a close period.IMO the whole move below 13-14p has been based on people concluding that "the market knows something" whereas in fact the market knows nothing. It is therefore a false move - though I don't expect it (or sentiment) to change much without seeing proper data and/or insiders being able to deal. And who knows when that point might be reached?

[888icb] 05/9/2023 07:29

You are totally wrong when you state there has been no commercialisation. This is from an RNS last October:
“ Scancell signs Commercial License Agreement with Genmab



Genmab granted worldwide license to anti-glycan monoclonal antibody generated via Scancell's proprietary GlyMab® platform, for the development and commercialisation of novel therapeutic products



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. Scancell will also receive low single digit royalties from Genmab on net sales of all commercialised products.”
Payments of upto $624 million are due plus royalties.Payments which total many multiples of the current market cap of £66 million.

[golcheja] 05/9/2023 00:34

5p is coming soon and so is the next poster. As big mama says, business development came too late, no deals no commercialisation just old news stretched over again and again so it walks and will continue as long as it is needed to drive this company to the ground.

[888icb] 05/9/2023 00:33

From lse:Reflection - down, but definitely not out.4 Sep 2023 19:08
So have been away with work today and playing catch-up on things. I note the negative reaction to this but wanted to provide some balance. Cards on the table, my holdings have not changed and I'm happy to sit tight.

A few things that sprung to mind. Patients on this trial are at the end of their journey, many will have exhausted all other options. As such, their tumours are heterogeneous mixes, with many different lineages. What we may have seen is a response in some cell lineages but not in others. Hence the quoted reduction in tumour bulk. This means that what hasn't responded to Modi-1 remains within the patient and then has an opportunity to grow again.

I think many people fail to realise this and think that a tumour is a single cell type (in many cases this is true with easy to treat tumours or for other diseases at an earlier stage). The more difficult to treat or the later stage tumours are, the more likely they are mixes of different subpopulations which react differently to treatment.

This is where the biopsy/resection group should help answer some of these questions. Is there a subpopulation of cells which respond well to Modi-1. If so, what is it? What biomarkers can be identified on that population? Phase 1 of the modi trial is predominantly about safety and understanding the drug. Phase 2 onwards would be honing the patient population who will most benefit from the drug.

Furthermore, as mentioned earlier, these patients have exhausted many treatments. They have gone through round upon round of chemo/immuno. All of which will have put selective pressures on the cells and basically selected for the most difficult to kill lineages. These are genetically unstable populations where the cancer is basically using every tool possible to survive. If Modi-1 trial shows that the treatment is safe and tolerated well with patients. Then there is nothing to say moving forward Scancell opt to go into earlier stage patient populations. Still in these difficult to treat cancers, but where the patient hasn't been through so much beforehand.

I would say on balance, whilst this is a setback. We're not down and out and we're really only at the beginning. As data flows in, we understand more about the drug in humans and how it is working and can tailor trials/patient populations accordingly.

Yes it's sad, but it is part and parcel of pharma research unfortunately

[888icb] 05/9/2023 00:30

A balanced post from Burble on lse to put the share price fall into context:
“ Reflection - down, but definitely not out.4 Sep 2023 19:08
So have been away with work today and playing catch-up on things. I note the negative reaction to this but wanted to provide some balance. Cards on the table, my holdings have not changed and I'm happy to sit tight.

A few things that sprung to mind. Patients on this trial are at the end of their journey, many will have exhausted all other options. As such, their tumours are heterogeneous mixes, with many different lineages. What we may have seen is a response in some cell lineages but not in others. Hence the quoted reduction in tumour bulk. This means that what hasn't responded to Modi-1 remains within the patient and then has an opportunity to grow again.

I think many people fail to realise this and think that a tumour is a single cell type (in many cases this is true with easy to treat tumours or for other diseases at an earlier stage). The more difficult to treat or the later stage tumours are, the more likely they are mixes of different subpopulations which react differently to treatment.

This is where the biopsy/resection group should help answer some of these questions. Is there a subpopulation of cells which respond well to Modi-1. If so, what is it? What biomarkers can be identified on that population? Phase 1 of the modi trial is predominantly about safety and understanding the drug. Phase 2 onwards would be honing the patient population who will most benefit from the drug.

Furthermore, as mentioned earlier, these patients have exhausted many treatments. They have gone through round upon round of chemo/immuno. All of which will have put selective pressures on the cells and basically selected for the most difficult to kill lineages. These are genetically unstable populations where the cancer is basically using every tool possible to survive. If Modi-1 trial shows that the treatment is safe and tolerated well with patients. Then there is nothing to say moving forward Scancell opt to go into earlier stage patient populations. Still in these difficult to treat cancers, but where the patient hasn't been through so much beforehand.

I would say on balance, whilst this is a setback. We're not down and out and we're really only at the beginning. As data flows in, we understand more about the drug in humans and how it is working and can tailor trials/patient populations accordingly.

Yes it's sad, but it is part and parcel of pharma research unfortunately”

[1knocker] 05/9/2023 00:28

companies like this are very high risk. Most burn through investors' cash and fail. That is why the big players leave this sort of work to them and are prepared to pay a decent price to buy up the few which succeed - its better business to pay a full price for something that works than to buy early stage companies for peanuts as the aggregate cost of a hand of promising early stage companies most of which will fail is generally greater than paying a full price for the few which succeed.

'It could be you' is a slogan used to promote the sale of lottery tickets, and its true - you could indeed hit the jackpot, but it does not take a mathematical genius to work out that it probably won't be you and your tickets will go in the bin after the draw.

Prospective investors have to ask themselves whether they are really better informed than the big players in the field who do not yet see value in taking over, or even taking a stake, in this company.

I hope no one is in uncomfortably deep here, and that all will resist the temptation to get in too deep by doubling down. Realistically, the odds are on losing your stake money, not making your fortune. IMO the only way to play stocks like this is to use the volatility to sell out when the share price is above one's purchase price, and to buy back only the same number (or fewer) shares when it the price retreats once more, thereby reducing the amount of capital at risk with every round trip. Its an investment (or at least a speculation), simply about money, so NEVER allow yourself to fall in love with the company or the story.

GLA.

[panama7] 04/9/2023 22:27

Inane, " I can see no mechanism of failure ". Try looking in the Mirror.

[panama7] 04/9/2023 22:25

Ruck/Ivy, but I thought Moditope was an all conquering stand alone platform and wasn't Scib a stand alone platform. Maybe time to wake up to the fact that Lindy is not the World class Scientists many purport her to be. Let's face it Nottingham Trent is no Yale, Harvard or Oxford is it.

[markingtime] 04/9/2023 20:34

The turning point may well be when there is an announcement of the first surgical removal of a treated tumour. That might only be 2-3 weeks away.

[ivyspivey] 04/9/2023 19:59

Agree Ruck like many I discounted the risk due to the multiple shots on goal but accepting as you do that the risk on any one platform like Moditope is large and in many ways binary.
Still plenty to play for here and several will be weighing up do I buy more at these levels else or await sone response from SClP to clarify the situation

[ruckrover] 04/9/2023 19:14

MT, Ivy, Yes, from an individual's perspective this is devastating news and my heart goes out to Trish and her family. From an investment point of view, this is to be expected. That's why we are valued in pence and not pounds - the risk is very real and very large. For those willing to hold their nerve, as MT points out, we need a broad spectrum of data. The trial is to work out who will likely benefit most, what target, what patient profile, what dosage, what combination. It is , as ivy says, much more complex than jabbing a few mice and declaring "no risk here".

[markingtime] 04/9/2023 18:14

This simply shows the dangers of relying on anecdotes when investing.One case did not make a success - and neither does the same case denote failure.What IS clear though is that the case concerned had a shrinkage of her tumour, albeit that this may have resumed growth. Give that there several arms to this trial, a single case tells one nothing useful at all.

[ivyspivey] 04/9/2023 17:26

Feel really sad for Trish that the progress we were all so hopeful of has been reversed.
She has far more to lose than pure money and that is much more important.
For those that still do not admit there is a lot of risk here this is a reminder that when you base a successful outcome on one trial patient then the converse is true.
Probably is an overreaction on the share price so a great opportunity for those that still believe but aren’t already over exposed

[nigelpm] 04/9/2023 17:02

Some panic selling in little over 60 minutes can in no way be construed anywhere close to "the market".

[panama7] 04/9/2023 16:58

Inane, strange then that the market sees it differently to you, mind you they have seen it differently since 2013.

[inanaco] 04/9/2023 16:40

i see it ......... still Trish falls into the Positives of the vaccine by extension

[nigelpm] 04/9/2023 16:35

Do a search of "Modi". Sad for her but as others note she was in cohort 1 with no CPI.

[panama7] 04/9/2023 16:34

In much more important news in a recent Federal Court Ruling the CDC can no longer post on their website that the MMR jab does not cause Autism. I will leave you critical thinkers to work out what that means.

[inanaco] 04/9/2023 16:33

just looked her page and no update ?

[panama7] 04/9/2023 16:30

Dear oh dear, maybe the know all's Inane, EE & Wigwammer would like to inform everybody what has happened here. Inane can you now see any mechanism of failure.

[marcusl2] 04/9/2023 16:24

Sad to hear that Tilly`s tumour is growing again. Unfortunately she was in Cohort 1 and had Modi-1 on its own. She probably had some CPI still in her system and achieved the 55% reduction.

Unfortunately due to the protocol Scancell could not let her have CPI so she is looking for other options. We wish her well.

Hopefully the cohort 4 patients given Modi-1 with CPI will do well.

People should remember that a treatment that simply extends survival time can be viable.


Remember in cohort 4;
Modi-1 treatment were well tolerated in Cohort 4 with no safety concerns. Encouragingly, the first patient to be assessed has shown a tumour regression at their first radiological assessment at 8 weeks. The remaining patients have not yet been assessed radiologically.



As a monotherapy in Ovarian

The cohort of 16 ovarian cancer patients receiving Modi-1 has now been fully recruited. All patients had failed on previous treatments and their disease was actively progressing when they entered the study. Followingtreatment with Modi-1 44% of patients achieved stable disease for at least 8 weeks, with some patients
experiencing a longer duration of disease stability for 4 months or more. Four patients are still ongoing in this cohort.

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”.

(Hopefully Scancell can get permission to ad CPI to the Ovarian indication)

[nigelpm] 04/9/2023 16:15

Could have done without that per LSE board. Modi not working well for Trish hence share price collapse. Not sure the market is right given all the other opportunities but I guess short term weakness expected.

[the real lozan] 04/9/2023 14:51

Markets 'surge' today -

Investors switch from Car parks to makers of ACROs
Tory 'Pals' flood the No 10 switchboard seeking to secure a Gov CONtract to provide HHFK (Hard hats for Kids)
Silly Goats 'creates' a Jab to counter headaches resulting from 'man made falling objects'