Scancell Share Discussion Threads

[inanaco] 19/9/2023 17:19

well that could cost Labour the election


Britain could rejoin the European Union as an “associate member” under plans for the bloc’s expansion drawn up by France and Germany.

The UK would be expected to contribute to the EU’s annual budget and be governed by the European Court of Justice in exchange for “participation” in the bloc’s single market.

The plan will be officially unveiled on Tuesday afternoon as Sir Keir Starmer, the Labour leader, meets Emmanuel Macron, the French president, in Paris.

Sir Keir has said he would prioritise getting “a much better deal for the UK” as part of a review of the post-Brexit trade deal, due in 2025, if he wins the next election.

[inanaco] 19/9/2023 17:09

well scancells results should also silence punny7 .... vaccines can work

[markingtime] 19/9/2023 16:31

Shaping up for a strong close and another big trade at the closing price. Guessing 1mn or so at 16.2.

[markingtime] 19/9/2023 16:27

Good summary, Ruck. I suspect the funds will be tucking some away at last, now hard data is emerging.

[marcusl2] 19/9/2023 15:27

Modi-1 with CPI next

[ruckrover] 19/9/2023 15:13

plasybryn

"If we were around 23p in March 2021 how is it we aren’t well north of there now given these stunning data results."

Well it's not dilution - 818.4M shares today compared with 815.2M in March 2021.

The share is entirely driven by sentiment, fear, greed , news and lack of news.
Since March 2021, the share sat between 19p and 22p for nearly a year.
It then drifted down to 11p by April 2022 on no news whatsoever.
News that the MODI1 trial was open gave it a lift in April 2022, but it drifted back to the 11-13p range by October.
In November we got wind of a patient on the trial who had had a 55% reduction in tumour. This propelled the share price into the mid 20s. Then we had news that the same patient had been taken off the trial as treatment had stopped working. This caused fear amongst the faithful and a bit of a sell off ensued, taking us to the recent single digit share price
Todays RNS has hopefully put us back on track to where we should be - 28p-32p as valued by the more balanced Trinity Delta research.

Of course, back in October 2012, we hit 60p. Back then there was just SCIB1 in the clinic with Moditope being a recent addition. Since then, we have had MODI1 in the clinic, SCIB1 back in the clinic as combo, some compelling early data from the trial, MODI2, Avidimab, GlyMab, GenMab deal and Covitity. So no ryhmn or reason as far as the share price goes.

[nigelpm] 19/9/2023 15:10

Good to see the press coming out.

My suspicion is that the perceived gap between price and value will close appreciably over the next few weeks.

[marcusl2] 19/9/2023 15:06

Big Pharma will take note of these results but more exposure to American investors would move the market cap.

Scancell celebrates ‘positive’ clinical trial data for cancer vaccine

[a0469514] 19/9/2023 14:48

I intended to watch the presentation but couldn't find a link.Do we know where to access the recording please? On Scancell's website presumably. Did they say when do I expect it?Xylos

[markingtime] 19/9/2023 14:03

I wonder how many analysts were on the call and where they are from (pharmas or brokers?). Waiting with interest for their notes to drop.....:-)

[trustmeimastomach] 19/9/2023 13:59

Usually dilution but not sure what shares were in issue back then

[marcusl2] 19/9/2023 13:57

Which could get them £15m or more in upfront money. If they do a massive deal for Immunobody next year then we could take the Bi Specific into Phase I and progress Moditope.

[inanaco] 19/9/2023 13:51

well nothing i can see now that should stop a rerate to 36p ........

risk being mitigated by the astonishing results


and 3 deals on the go ............

as lindy said could be higher than genmab

well that's $1.8b

[marcusl2] 19/9/2023 13:50

As Burble says...

as this is a platform technology you can also see somebody bidding not just on SCIB1 but on the entire platform, especially as the avidimab addition has extended the whole platform patent life.

For a single pharma, having the opportunity to generate a range of monotherapy drugs for different indications and then use those in combo therapy with their existing CPIs could be very attractive - as has been said before, that would be enough to fill a pipeline of any big pharma.

[marcusl2] 19/9/2023 13:49

Excellent presentation from Dame Lindy Durrant.

Active licensing discussions ongoing.

Scib-1 clearing bulky tumours.....fantastic

Looking incredibly good that tumours are staying shrunk.

Lindy "Stunning results"

We EXPECT to see improved Modi-1 results in combination with CPI

3 Three biotech companies are negotiating re Glymabs/Avidimab atm

Needle free is a big hit. Systemic administration (arm or leg ) gets at tumours in lungs and liver.

Scancell are aiming at the £1.5 billion section of the Melanoma market atm

[plasybryn] 19/9/2023 13:48

If we were around 23p in March 2021 how is it we aren't well north of there now given these stunning data results. Investors can't have it stuck under their nose much more obviously. Sorry if it sounds like a ramp, but goodness me.

[inanaco] 19/9/2023 13:47

maybe just a simple common cold could have that effect .....

Ruck

[marcusl2] 19/9/2023 13:46

Burble

RE: SCIB1 + CPI UpdateToday 11:26

Add to what Chester has said, as this is a platform technology you can also see somebody bidding not just on SCIB1 but on the entire platform, especially as the avidimab addition has extended the whole platform patent life.

For a single pharma, having the opportunity to generate a range of monotherapy drugs for different indications and then use those in combo therapy with their existing CPIs could be very attractive - as has been said before, that would be enough to fill a pipeline of any big pharma.

[ruckrover] 19/9/2023 13:43

Yes, the line chart of the 11 patients was very interesting. Although the headline figure was 9/11 partial response 10 out of the 11 showed immediate improvement, 1 just didn't make the 30% reduction to qualify as partial response.

Interesting that 1 patient just got worse and one other improved, then worsened and then improved again. It maybe that LD and team can find out why this was.

[marcusl2] 19/9/2023 13:42

I concur with Botski`s thoughts. We may well reach 91%, stunning results !!!!

Botski2

DataToday 13:36
My reading of the data in the webcast is that if they'd taken the reading in a few weeks time we might well have been at 91% given one of the patients is only just under the level needed for a partial response, and is only at 13 weeks.

[inanaco] 19/9/2023 13:40

back to ....

how many are you prepared to hold ..............

90 % chance ...... with SCIB1

1 deal with Genmab ... ongoing

3 deals in the pipeline

Modi results coming

[ivyspivey] 19/9/2023 13:39

Just listened to webcast and nice listen

[inanaco] 19/9/2023 13:37

Great stuff from Lindy ...........

second Nigels and Marcus post .....

[nigelpm] 19/9/2023 13:14

Stunning data with charts - better than the words in the RNS

[marcusl2] 19/9/2023 13:05

Active licensing discussions ongoing.

Scib-1 clearing bulky tumours.....fantastic

Looking incredibly good that tumours are staying shrunk.

Lindy "Stunning results"

We EXPECT to see improved Modi-1 results in combination with CPI

3 Three biotech companies are negotiating re Glymabs/Avidimab atm

Needle free is a big hit. Systemic administration (arm or leg ) gets at tumours in lungs and liver.