Scancell Share Discussion Threads

[plasybryn] 19/9/2023 12:53

https://www.proactiveinvestors.co.uk/companies/news/1026947/scancell-ceo-hails-exciting-high-response-rate-to-melanoma-treatment-1026947.html?viewSource=TwitterUK

[markingtime] 19/9/2023 12:11

There is a steady transfer from weak hands to strong hands going on. Finally this is the week when funds finally start to take serious interest and relieve many amateurs of their holdings. Don't expect any holdings announcements for a few weeks yet though...

[babbler] 19/9/2023 11:52

Amusing they print every trade as red, when 16s are buys

[inanaco] 19/9/2023 11:46

the later variant Immunobody when used for Scib2 .... which is the basis of ISCIB1

carried 16 epitopes


Burble

Posts: 974

Price: 16.125

No Opinion

RE: SCIB1 + CPI UpdateToday 11:41
Does anyone know how many epitopes iSCIB1+ contains in comparison to the standard SCIB1? I know it's got more, but unsure how many more.

The reason I ask this, is that the current covid mRNA vaccines target only the spike protein. Covidity targets spike and the nucleocapsid protein. If iSCIB1+ can demonstrate that it works well with more than just 2 epitopes, you can see this becoming more exciting when considering further targets - be that in the oncology space or in the infectious disease space. Further adding to the value of the platform.

[base7] 19/9/2023 11:20

Very exciting recent news & I would not be surprised if Vulpes are increasing their already substantial holding as they consider our value to be derisory-or did in July when our share price was higher & before the latest vindication of our substantial prospects.

[bermudashorts] 19/9/2023 11:18

chillpill -

When you say 'BB Biotech' I assume you mean British Biotech. If so I'm not sure given their history that's a good example to choose. Didn't they achieve that massive market cap by hype and making misleading claims about their clinical trials?

The truth is that there is support for companies like Scancell with tax breaks, R&D credits, grant funding etc. Think I calculated a while back that Scancell have already recieved cash R&D tax credits of between £9m and £10m and that figure is growing as work in the clinic and labs ramps up. They have also recieved several million in grant funding.

Early seed funding is relatively easy to secure, but the real issue facing UK bios is access to follow-on funding to scale up. That problem has nothing to do with the risk appetite of retail investors, it's down to the lack of specialist funds in the UK with fund managers who have a deep understanding of the sector and are prepared to invest over the long term. It's something the US does very well and why so many UK bios will end up chasing the NASDAQ dream.

IMO

[marcusl2] 19/9/2023 11:17

The global melanoma therapeutics market size was estimated at USD 5.08 billion in 2022 and is estimated to grow at a compound annual growth rate (CAGR) of 10.3% from 2023 to 2030. The increasing occurrence of melanoma and other skin cancers is projected to boost the need for anticancer agents. As per the Skin Cancer Foundation, around 97,610 (about 58,120 in men and 39,490 in women) cases of invasive melanoma are expected to be diagnosed in the U.S. in 2023. Melanoma or skin cancer cases are rising rapidly


Sales of malignant melanoma therapies generated US$4.7 billion across the major markets in 2021

[ivyspivey] 19/9/2023 10:52

Morning Loz,
You will never convince him that there is more to life than SCLP or Car Parks.He lives for days like today and yesterday and as they have occurred about once a Year then let him have his day.
The fact that you live your contented life style 365 days a year and Colin from Accounts had a very nice bonus yesterday is totally lost on his excitement of approaching his average.
Todays news is very significant but let us not pretend that it was predictable as it is at least 6 years since this trial was first mooted but credit that they eventually got it in the clinic and the Science has shone through.
Sone of us like to preempt risk like you securing your oak logs each year rather than never acknowledging risk or behaving like Captain Hindsight whose EGO knows no bounds

[marcusl2] 19/9/2023 10:44

SCIB1 SCOPE study shows a striking 82% ORR

Lighthouse | 19 September 2023

these results suggest industry interest will be significant. The ImmunoBody therapeutic vaccine is one of Scancell’s four platforms, with the Moditope vaccine expected to deliver top-line Modi-1 CPI combination results during 2024 and the antibody platforms, GlyMab (anti-glycan mAbs) and AvidiMab, likely to see out-licencing deals too. Our Scancell rNPV valuation is £300.1m, or 36.7p/share.

[marcusl2] 19/9/2023 10:33

This is not just Melanoma. We have Immunobody a DNA platform. Lindy said it could be better than mRNA.

Covidity, Scib-2 etc. Further validation of Avidimab by next year with iScib that gives a full patent life.

[inanaco] 19/9/2023 10:32

would you like me to post Lozans 10 years of alternative views as i am probably the most experienced on here

here goes

Alternative view


Scam

[inanaco] 19/9/2023 10:13

if you then add in the value of EIS and ISA schemes

the company and shareholders gain

but the ISA scheme is capital growth ..............

you have to find the right shares that are going to give that

its not

VAL


atb

[inanaco] 19/9/2023 10:09

phoenix

Scancell gets enormous tax breaks and ........ if and when it goes commercial it pays a lower corp tax rate



if you add up the tax credits they are millions


its not the GOV that is the issue its the idiot investors short term thinking

probably because they are under researched they rarely understand valuations

prime example is Colin and HVO

[inanaco] 19/9/2023 10:01

"" Based on the fact the traders are the ones who have made money over the last 12 years """

i am amazed you know that colin ... ?

i seem to recall most top ups by LTH are in the dips .............

indeed i topped up 500,000 below 8p

you should spend less time discussing "made up garbage" and more time researching the difference between the valuation

of HVO v FTSE 100 company


and explain to me how HVO sells at a higher multiple .............


maybe lozan is invested

[phoenixs] 19/9/2023 09:57

Chillpill, …as if that has not been going on for years now. There is little incentive to take risk. No decent tax breaks and certainly a lack of government support for innovation and development. That is why companies either move to the USA or are bought by companies in the USA.
Re Scancell, validation is the name of the game at which point who knows the price but I believe that it will be bought out during the next 18 months. Hopefully at a good price for shareholders.

[ivyspivey] 19/9/2023 09:54

Morning and what very good news announced today for both patients and investors and do not underestimate the significance of todays news.
Obviously with likes of Captain Hindsight if I had along with others had held on to the ones we bought 2 weeks ago we would be showing a lot more profit.
Based on the fact the traders are the ones who have made money over the last 12 years part of most of our plans was to trade the extra ones we bought whilst keeping a core holding.
So to me a 50% profit is very nice and yes you may be lucky but greed has been the downfall of many in AIM.
So well done to LTH who held and those that too the profit as there is no one way but what works for you and remember there is a whole wide market out there for those brave enough to swim in more than one pool

[chillpill] 19/9/2023 09:42

The AIM market and brokers will continue to contract.
The mindset to business and investment in the UK worsens by the year.

[inanaco] 19/9/2023 09:38

Colin from accounts states .....

you learn from your losses ........


i guess that includes selling to early ...

he really does clock up the statistics does our Colin

[inanaco] 19/9/2023 09:37

he would love to be a Happy seller ........ but Britain's Best investor "lozan" had already blown his capital buying Logs ...... shares ... way to risky


hedging against a cold winter

[markingtime] 19/9/2023 09:34

What do you care? You were a happy seller yesterday at 12.50p......:-)

[babbler] 19/9/2023 09:30

UK market is pretty dead. Dore. Awful. Only stocks that seem to do well are dogs and dead shares that get gamblers in pumping them... not all shares but quite a lot of them.Not really surprising.a lot of shares delisting or moving to USA.

[babbler] 19/9/2023 09:28

See other thread.