Scancell Share Discussion Threads

[rogerbridge] 20/9/2023 08:27

It’s going to be very interesting (and profitable) to see how the Scancell off the shelf vaccines and the more expensive personalised mRNA vaccines compare in the years ahead.
Currently, Scancell, score well on effectiveness, safety, cost and ease of use.

mRNA personalised vaccines have their uses and are in favour with regulators and government.

Could a scancell Covid vaccine enter the market in due course. Maybe in future years?

[inanaco] 20/9/2023 08:24

miavoce

Posts: 573

Price: 15.875

No Opinion

RE: Bristol Myers Squibb...Today 08:23
How would buying SCIB1 allow BMS to extend their YERVOY patent ?


SCIB1 would be approved to use with Yervoy


you would have to run another trial if you used a bio similar

and because Opdiva is not out of patent adds a further layer of complexity

[inanaco] 20/9/2023 07:11

i don't think folks have fully comprehended the significance and opportunity that this gives to the immunobody platform

Lindy is a diamond .....

[inanaco] 20/9/2023 07:02

just remember keytruda ... is linking arms with moderna to create the competitive advantage

but its short lived as i feel vaccines like scib1 will reduce market share considerably against personalised vaccine but a market will still exist .....

but can moditope break that market ? those that fail iscib1 ..... and could potentially be given a personal vaccine .... instead be given a moditope combo ?

fascinating to finally see what cutting edge vaccines can achieve

and surely Big Pharma must now look at the Covid vaccine

[inanaco] 20/9/2023 06:35

something Lindy said about patient numbers ............

because the efficacy is so high we don't need as many patients to prove up the data

that would also apply to the registrational trial

jt may be possible that Scancell could go it alone ...

however i suspect Bristol Myers to be very interested in bringing the treatment in house as they also have new products entering the market that would also have synergy

interesting times ......... but patient numbers go down on trial to achieve statistical evidence .... value increases

and we are talking big numbers ...

[inanaco] 20/9/2023 05:19

cancer is not a virus

however a virus can cause cancer

type virus into google you will find many isolated you cannot argue that point

punny7 ... go to Dr

[rogerbridge] 19/9/2023 22:06

That’s very strong data with excellent selling points, effective, low cost and off the
shelf.

There is more than one arrow in the SCLP quiver.

[panama7] 19/9/2023 22:03

Inane, is Cancer a virus ? can you name a virus that has been purified and isolated. You really do need to do more Science homework. Maybe check out Dr Burzynski .

[marcusl2] 19/9/2023 21:42

9 out of these 11 pts have shown an objective response equating to an ORR of 82% with no increase in toxicity. This is better than the trial’s target and better than the 50% ORR reported in patients receiving current standard of care alone.

In addition, a 69%-94% reduction in tumour volume was seen for the 4 patients who reached the 25 weeks evaluation and an 87%-94% reduction for the 2 patients who reached the 37 weeks evaluation.

[marcusl2] 19/9/2023 21:30

Some of the highlights include:

9 out of these 11 pts have shown an objective response equating to an ORR of 82% with no increase in toxicity. This is better than the trial’s target and better than the 50% ORR reported in patients receiving current standard of care alone.

In addition, a 69%-94% reduction in tumour volume was seen for the 4 patients who reached the 25 weeks evaluation and an 87%-94% reduction for the 2 patients who reached the 37 weeks evaluation.

[marcusl2] 19/9/2023 18:43

Interest expressed by 3 biotechs for
ADC and CART applications

I did not realise this about unvalidated epitopes;

Personalised mRNA vaccines (e.g., Moderna, BioNTech) pose economic and technical challenges
► Not off the shelf, several weeks to prepare, need a biopsy, adding to cost to make and distribute
► Uses multiple unvalidated epitopes which limits efficacy

Why should we get excited about… 11 patients?
► Recruitment is strong because of high demand from investigators
► 9 responders allows us to declare non-futility i.e. we should proceed
► Literature shows that CPIs alone give a 50% ORR in the real-world setting and not the 82%
seen here
► An earlier study using SCIB1 monotherapy showed clinical activity
► Greater than 90% probability of replicating this data in the full cohort of 43 patients
► Potential $1.5bn market opportunity


iSCIB1+ second generation technology is the next best thing :
► No HLA screening, can access 100% of the addressable market
► AvidiMab® modification increases potency and gives 15 years extended patent protection
► Very little risk of iSCIB1+ not working as it the same as SCIB1 but with more epitopes expressed by melanoma
► A study amendment has been submitted to the MRHA to add a new cohort of iSCIB1+ patients to the SCOPE trial
► SCIB1 currently in Phase 2 in combination with ipilimumab and nivolumab, delivered with needle free device, and will
transit to iSCIB1+ in Q4 2023
► Phase 2/3 adapted registration trial being planned

[marcusl2] 19/9/2023 18:30

Scancell trial results back strong value prospects - broker

Published: 16:01 19 Sep 2023


Scancell Holdings PLC (AIM:SCLP, OTC:SCNLF)’s expectation-busting initial results from the phase II SCOPE trial in advanced melanoma backs Stifel’s view that the firm is looking at near-term value growth.

Discussing the vaccine trial results, which were released on Tuesday, Stifel analysts backed the AIM-listed biopharmaceutical company with a “buy” rating.

“These results continue to support our view that Scancell has a highly innovative approach to cancer vaccine development,” the investment bank said in a note.

“With a number of key potential catalysts across its platforms in the first half and beyond, we see significant potential for value creation in the near to mid-term.”

As recruitment for the second stage of the trial gets underway, Stifel dubbed the first batch of results “highly encouraging,” suggesting they could be the first of a number of catalysts to be expected this year.

“In addition to further data from the SCOPE trial, we expect data from the ongoing phase I ModiFY trial,” analysts noted.

“There is also the potential for further out-licensing opportunities from both the GlyMab and AvidiMab platforms in the future.”

Stifel offered up a 30p share price target for Scancell, which would see the stock more than double from Monday’s closing value.

The stock enjoyed a strong day on Tuesday meanwhile, jumping 21% to 15.9p on the back of the results.

[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.