Scancell Share Discussion Threads

[marcusl2] 08/9/2023 09:43

Biopharma M&A is on an uptick compared to the post-pandemic doldrums of the last two years. Analysts anticipate that the trend will continue in 2023 and into 2024 as companies attempt to beef up their portfolios.

[ruckrover] 08/9/2023 09:40

Inan, Did it strike a chord with you? ......" I am an idiot long term shareholder with confirmation bias."

[inanaco] 08/9/2023 09:38

good post .........


moonparty

Posts: 740

Price: 9.75

Strong Buy

RE: RE: Seller regret ?Today 09:05
As ever, everyone is just talking their book.

Obviously crumbs and Bermuda have reduced/zero holdings and possibly looking to get back in, so want the price lower. Even if they are not looking to buy back, it's psychologically important to back up their decision.

AB124 just like's to wind people up, nothing better to do.

It's all very positive for me - crumbs, "one partial response" is nonsense, recent RNS stated 44% disease control rate in Ovarian cancer on mono-therapy alone, CPI results yet to come but will almost certainly be better. Sounds pretty commercial to me, especially for poor souls who have zero other options.

Anyway, this board seems to have gone horribly toxic. Probably best ignored for now, and those that still have an interest wait for the next few RNSs - imo, this is still the best risk/reward play you are likely to find. But what do I know, I am an idiot long term shareholder with confirmation bias.

[inanaco] 08/9/2023 09:21

and for those selling early .........


listen to Rucks expert


Bermudashorts

Posted in: ERGO

Posts: 12,464

Price: 1,052.00

No Opinion

RNS - recommended cash offer4 Sep 2023 07:28
Didn't see that coming. Ergomed has been a cracking investment and proof that holding long on AIM can work out. Look forward to watching from a distance and hope they continue to go from strength to strength.

[markingtime] 08/9/2023 09:11

As you say, "the money will not benefit patients unless the drugs actually work"!.....so I'm not sure why you think it a mistake to refer to "patients". I would read it as an expression of confidence. :-)Remember the fundamental differences in Scancell's approach vs the rest.

[inanaco] 08/9/2023 08:57

you point the finger at portfolios of one ............

yet never post on any other share ?

don't you find that strange Ruck ?

[inanaco] 08/9/2023 08:56

most of your days ruck are spent moaning how you entrapped yourself in scancell

but even when the share moves up ... you fail to exit

then start moaning again when it moves down

you have been doing it now for years ...

[inanaco] 08/9/2023 08:46

Oh i forgot your expert is Bermuda .. Ruck ps he has already sold down

[markingtime] 08/9/2023 08:37

As I noted in #5620, the short-order acceleration of the trial expansion approval seems quite significant.I'm pretty certain that calling the last RNS a "disaster" is to stupidly confuse coincidence with causality, just as people did a year ago (and still do, if they are Rachel Reeves...) when blaming Truss and Kwarteng for mortgage rates rises when the cause (as since proven) was BofE footdragging in the face of global inflation pressure.The sell-off from 13p+ will soon be seen to have been unjustified by fundamentals - and caused by a seller acting precipitately to respond to their own personal financial crisis.

[ruckrover] 08/9/2023 08:34

"My advice Crumbs take your own research with a pinch of salt, its not as good as you think it is"

Lol, that's what we all do with yours!

[ruckrover] 08/9/2023 08:31

Plasybryn,

“I am looking forward to joining the team to realise the commercial potential of these therapies for the benefit of patients."

"I would have preferred her to say stakeholders rather than just patients - she is after all Business Development. Is it just me or does that seem a bit odd?"

No it's not just you, it is a poor choice of words. I can offer three alternative sentences:

I am looking forward to joining the team to realise the clinical potential of these therapies for the benefit of patients.

I am looking forward to joining the team to realise the commercial potential of these therapies for the benefit of investors.

I am looking forward to joining the team to realise the clinical and commercial potential of these therapies for the benefit of stakeholders.

I think the mistake was pairing "commercial" with "patients". She can raise loads of cash in deals but the money will not benefit patients unless the drugs actually work.

[rogerbridge] 08/9/2023 08:04

She does have a network of contacts that should be interested in what SCLP have.

[inanaco] 08/9/2023 07:55

Its just you chap .... patients responding is what the goal is ... you then look to make it commercial

[inanaco] 08/9/2023 07:53

Scancell is at the point over the next few weeks that it will be able to look at the microenvironment to see if we have t cells migrating into the cancer and exactly what they are doing, we know that they are there ... what we don't know is what exactly is arresting them

i always said that the data from non responders could be just as valuable as responders

you never know what spin off will be discovered

I always said SCIB1 is our backstop .... because its proven ..

however Crumbs has not understood Lindy at all ... and i find his comments ref disaster RNS as distasteful considering the main part of the trial has only just started

[plasybryn] 08/9/2023 07:44

I would have preferred her to say stakeholders rather than just patients - she is after all Business Development. Is it just me or does that seem a bit odd?"I am looking forward to joining the team to realise the commercial potential of these therapies for the benefit of patients."

[inanaco] 08/9/2023 07:40

Goodbye Crumbs

"" I'm done with this BB I am well capable of doing my own research and must thank Lindy for that disaster RNS that has really caused all this as it changed my focus and portfolio and I've found I'm quite good at now making gains from doing just that research and knowing how to value others research that they put out ... ""

"" One partial response that has gone progressive out of 24 fully dosed patients most of whom are no longer on trial does not read commercial to me seeing as tumor reduction was what modi was all about and is the gold standard of success (personal opinion that)... better to shift focus to SCIB1 like Scancell are doing ""

My advice Crumbs take your own research with a pinch of salt, its not as good as you think it is

ATB

[marcusl2] 07/9/2023 21:33

An exciting time for me and for Scancell - watch this space!


Mandeep SehmiMandeep Sehmi
• 3rd+• 3rd+
Biotech business development and marketing professionalBiotech business development and marketing professional
6h

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I have been a bit quiet on LinkedIn, as I took some much needed time to spend with my twins over summer. However I am delighted to share that I have a new role as Head of Business Development for Scancell Ltd, an ambitious UK biotech with a clinical pipeline and pioneering science, developed by inspirational Professor Lindy Durrant. An exciting time for me and for Scancell - watch this space! Looking forward to re-connecting with my network in the coming months.

[marcusl2] 07/9/2023 19:32

$60-million upfront payment from Seagen and is eligible for up to $3.4 billion

[small crow] 07/9/2023 14:50

Chunky buy.

[marcusl2] 07/9/2023 14:21

How much will iScib or the Immunobody platform be worth with good results?

Oct. 12, 2022
Merck & Co. will pay Moderna $250 million for joint rights to a personalized cancer vaccine for Melanoma.

Merck and Moderna will share costs and profits from the vaccine equally

[marcusl2] 07/9/2023 10:53

Scancell Holdings PLC (AIM:SCLP, OTC:SCNLF), which is developing immunotherapies for cancer and infectious diseases, has announced the immediate appointment of Dr Mandeep Sehmi as its head of business development.

With over a decade of experience in the business development sector of biotechnology, her resume includes roles at Abcam (AIM:ABC), where she oversaw the cancer and metabolism portfolios, and Cancer Research Technology, with a focus on antibody out-licensing.

At Isogenica, she played a pivotal role in striking deals for their antibody platform, including a significant agreement with BioNTech.

Immediately prior to joining Scancell, Sehmi served as the director of business development at ImaginAb, where she spearheaded out-licensing opportunities in immuno-oncology.

She holds a PhD in cell and molecular biology and a Master's in molecular pathology and toxicology.

"The appointment of Mandeep is an exciting development for Scancell as we continue to expand our commercial capabilities," said professor Lindy Durrant, Scancell's chief executive.

"As communicated at the time of the recent business update, our strategic focus is on the continued development of the company's two lead clinical assets SCIB1 and Modi-1.

"The value of our antibody platform, however, remains a powerful asset in enabling us to generate revenue through high-value licence agreements and Mandeep, with her extensive network and business development experience in the antibody sector, will be invaluable as the company continues to pursue attractive commercialisation avenues for our therapeutic assets."

[golcheja] 07/9/2023 10:30

Very good appointment for the BDO, don’t care as far as investors as deals talk and BS walks. Will see how sharp is the sharpest pencil in the box.

[nigelpm] 07/9/2023 09:43

Agree - good appointment. Now with CFO and Bus Dev in place hopefully team can start adding value immediately.

[the real lozan] 07/9/2023 08:47

"Mandeep Sehmi brings more than 10 years of experience in business development "
.
Wouldn't get over excited about that
WE ALL know of someone who has spent the same / more than 10 YEARS (24-7...52-12) labouring to flog HIS version of SCLP - SCAM
And
HE '''brings more than 10 years of experience in 'shady business'...All to NO AVAIL