Scancell Share Discussion Threads

[inanaco] 18/9/2023 10:43

July 10th RNS

Scancell has developed a novel technology platform for producing monoclonal antibodies that recognise glycans with high specificity and affinity. The platform has generated revenues and the antibodies continue to yield compelling results which have led to a new 6-month evaluation by a leading Biotech company. 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. These results along with updates on SCIB1 and Modi-1 will be presented at the AACR-CIMT meeting in Milan in September 2023.

[markingtime] 18/9/2023 10:42

Just for the record, then, our French hermit is a seller at these levels?....

[the real lozan] 18/9/2023 10:38

+ 50% in 2 weeks -
The WISE will have taken that.
Some will take-in the 'enthusiasm' and open themselves up to getting SPIKED
The 'selling' is in play

[888icb] 18/9/2023 10:30

Now Up 23.8% on volume of 1.48 million and Number 4 on the Leaderboard. Still along way to go just to get back to where we were in May and the move above 20p in April. This is massively undervalued and it’s good to see the start of a recovery.

[inanaco] 18/9/2023 10:27

from trinity ...........

Initial SCIB1 combo data could provide first important insights Initial data from the first stage (Cohort 1 in up to 15 patients) of the Phase II SCOPE trial of SCIB1 in combination with checkpoint inhibitors (CPIs) in advanced melanoma are expected during Q423. To validate the hypothesis that SCIB1 could have synergistic effects with doublet therapy (nivolumab + ipilimumab) nine responses are required (>55% response rate). If nine responses are achieved in fewer than 15 patients, for a higher response rate, this would suggest that SCIB1 + doublet therapy could meaningfully improve current outcomes, which would be a significant achievement, in our view.


what we know from the abstract

SCIB1 is now in a clinical trial (SCOPE) in combination with checkpoint inhibitors and is showing clinical responses in the majority of patients.

[markingtime] 18/9/2023 10:14

My #5652 of 10 days ago is looking quite accurate....

[inanaco] 18/9/2023 10:05

explained by scancell

Fusion of the N protein to AvidiMab® modified Fc to target dendritic cells and enhance the N-specific T cell response.

[inanaco] 18/9/2023 10:01

lindy has a huge experience already using Avidmab with immunobody i assure you that vector is not different between cancer and a virus as that only relates to positioning of the FC to FC so they can enhance sectors

[inanaco] 18/9/2023 09:56

"""" SCIB1 is now in a clinical trial (SCOPE) in combination with checkpoint inhibitors and is showing clinical responses in the majority of patients.""""

with Modi1 also showing synergy ..... in 1 patient so far

its well worth a punt as the risk has been removed because of SCIB1

its the backbone asset always has been because the adjuvant results where so good

[inanaco] 18/9/2023 09:54

Lindy Durrant, Joint Chief Executive Officer and Cso, Scancell Ltd

Lindy is Professor of Cancer Immunotherapy and CEO of Scancell Ltd. She has developed two vaccine platforms ImmunoBody® and Moditope®which induce potent killer CD8 T cells and cytotoxic CD4 T cells respectively. The first ImmunoBody®, SCIB1, has completed a phase I/II monotherapy clinical trial in which 14/16 patients with melanoma have been disease free for five years. SCIB1 is now in a clinical trial (SCOPE) in combination with checkpoint inhibitors and is showing clinical responses in the majority of patients. The first product from the Moditope® platform, Modi-1, which targets citrullinated vimentin and enolase is in a phase II clinical trial (ModiFY) as either monotherapy or in combination with checkpoint inhibitors. A neoadjuvant trial of Modi-1 in patients with newly diagnosed head and neck patients has just started. Lindy has also developed a panel of monoclonal antibodies recognised tumour associated glycans and has pioneered an new antibody engineering technology which enhances the avidity of monoclonal antibodies, termed AvidiMab®. This has been applied to the anti-glycan monoclonal antibodies resulting in direct killing monoclonal antibodies These monoclonal antibodies are also good at drug delivery making strong ADCs and also activate T cells as T cell redirecting bispecific antibodies. Lindy has over 150 peer reviewed publications and is also the inventor on 66 patents.

[inanaco] 18/9/2023 09:52

RuckRover

Posts: 5,242

Price: 12.125

No Opinion

RE: LeakToday 09:39
Moonparty,

"Pre-conference hype is NEVER like this"

There are possibly other explanations apart from a leak.

For example, we know of several long term holders who have recently sold out. There may be many more who haven't publicly stated it. Perhaps this group who have previously held long term are more likely to want to get back in in anticipation of positive news at the conference or via RNS before?



Hate to alarm you Ruck the news is already out ........


that abstract confirms "the majority of patients responding"

[chillpill] 18/9/2023 09:52

Trotters crossed on the data.

I still believe this has the biggest potential upside of any stock on AIM……but is data dependent.

It’s platform technology with multiple shots at goal.

[nigelpm] 18/9/2023 09:45

Good point MT!

[inanaco] 18/9/2023 09:35

Trinity .... became a best seller but as a reminder if we gain proof of concept (synergy) which is highly likely with the SCIB1 trial

you get .... the entire Melanoma Market .... as HLA restriction disappear

with Iscib1 using the latest immunobody structure regardless of FC to FC .... on a brand new patent with FC to FC

which would also include the adjuvant market after all that was the original market for SCIB1

that would also generate big pharma interest in using that platform for other indications

we are finally delivering data relevant to current market conditions with out being blocked by the FDA (ichor) Covid ... and general underfunding

Ducks in a line

[markingtime] 18/9/2023 09:33

It can't, Nigel. There will be a big order being worked.

[nigelpm] 18/9/2023 09:32

Interesting to me at least that a mere £115k worth of shares can move the price 20% in a heartbeat.

[markingtime] 18/9/2023 09:06

Valuations from 6 months ago don't matter. What matters is the valuation next month....

[markingtime] 18/9/2023 09:01

Proper buying with 2x150k trades at 12.5p....

[inanaco] 18/9/2023 08:59

Ivyspivey18 Sep '23 - 08:37 - 5766 of 5769
0 1 0
Yes very perky

as Colin swallows his own Pinky

lol

[marcusl2] 18/9/2023 08:59

Trinity April
Our Scancell valuation, using a risk adjusted DCF model, is £237.4m, or 29.1p per share

(Vulpes April 2023)


Abstract
Scancell is an early-stage bio-technology company that is well positioned with 4 distinct
technology platforms, in the high-growth immuno-oncology space. If all 4 platforms
were successful, the company could generate around $12bn in peak aggregate revenues
by the early to mid-2030s.

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] 18/9/2023 08:55

SCANCELL HOLDINGS PLC
Multiple Arrows in its Quiver

(Vulpes April 2023)


Abstract
Scancell is an early-stage bio-technology company that is well positioned with 4 distinct
technology platforms, in the high-growth immuno-oncology space. If all 4 platforms
were successful, the company could generate around $12bn in peak aggregate revenues
by the early to mid-2030s.

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.

[888icb] 18/9/2023 08:54

Now Up 18.8% as the buys drop in at 12p from just 36 trades for a volume of 780000.

[markingtime] 18/9/2023 08:51

It has been surprising that there hasn't been more institutional interest from healthcare funds. This looks like it might be about to change, given there will be plenty of recent retail traders who can be shaken out for small profits.

[marcusl2] 18/9/2023 08:37

15th Sept 23

Our Scancell rNPV valuation remains £300.1m, or 36.7p/share.


Scancell has several key clinical data points due through to end-2024. First data will be from the Phase II trial of SCIB1 in combination with checkpoint inhibitors (CPIs) in advanced skin cancer. If successful the study will transition to the enhanced iSCIB1+ formulation that offers greater potency and broader applicability. If SCIB1 promising early data mature as hoped, then this programme could improve current outcomes. Top-line Modi-1 CPI combination data in multiple tumours are expected in 2024. The antibody platforms, GlyMab and AvidiMab, provide attractive out-licensing opportunities. Our Scancell rNPV valuation remains £300.1m, or 36.7p/share.

[ivyspivey] 18/9/2023 08:37

Yes very perky