Scancell Share Discussion Threads

[inanaco] 20/9/2023 14:28

a little tree shake and our new Dyson Investors ... suck them up

[inanaco] 20/9/2023 14:27

what i will agree with crumbs on is this ........

Not my fault you all don't believe and can't decide when to sell or not....A Quid I'm in for😏

so yes the majority are completely oblivious to value

maybe to many self certified accountants eh !! Colin ?

[inanaco] 20/9/2023 14:09

regardless of what Crumbs thinks .........

its about Potency

[inanaco] 20/9/2023 13:12

inanaco20 Sep '23 - 12:53 - 6003 of 6007 Edit
0 0 0
now ... why would the trial investigators scan Modi1 + CPi at 8 weeks

but SCIB1 at 13 weeks ..........

its not using Yervoy yet ...........don't forget

what will drive that is once Lindy gets those samples of modi in action



any one want to try and answer that

even open to the Wisdom of Loz

[inanaco] 20/9/2023 12:59

the data will also give you a bench mark data to compare scib1 to iscib1

reinforcing the value of Avidmab

[inanaco] 20/9/2023 12:58

will run concurrent shortly, waiting MHRA approval octopus

[inanaco] 20/9/2023 12:56

any one want a stab at answering that ?

[octopus100] 20/9/2023 12:55

Isn't ISCIB the big one meant to be better than SCIB - when are they launching trials of that?

[inanaco] 20/9/2023 12:53

now ... why would the trial investigators scan Modi1 + CPi at 8 weeks

but SCIB1 at 13 weeks ..........

its not using Yervoy yet ...........don't forget

what will drive that is once Lindy gets those samples of modi in action

[nigelpm] 20/9/2023 12:47

I think SCIB has become a big one but if Modi also delivered then we are really are off to the races.

[inanaco] 20/9/2023 12:45

still got the big one to come ...........

Moditope

[roddymccorley] 20/9/2023 12:34

Anymore news expected in the near future

[inanaco] 20/9/2023 12:28

i did ......... LOL means humor chill man

[nigelpm] 20/9/2023 12:27

It reinforces my decision to continue to hold long.

Fair enough. I added on the news - just seemed so positive with market cap just over £100m.

[bermudashorts] 20/9/2023 12:21

inanaco,

You clearly haven't understood my post at all. No matter, let's leave it there.

[bermudashorts] 20/9/2023 12:19

nigel,

It reinforces my decision to continue to hold long.

[inanaco] 20/9/2023 12:17

bermuda fair enough ...

far more detailed and understandable if time lines are important

seems these trial last 13 weeks ...... LOL

1st scan

wow!

[nigelpm] 20/9/2023 12:16

As it stands SCIB is probably in the £200m to £500m range but still lots to do before anyone gets super excited.

[ruckrover] 20/9/2023 12:07

Chilltime,Yes, I got 57p for SCIB1 alone as well.(Based on £1.5B sales)

[nigelpm] 20/9/2023 11:58

A bid of £1 might seem miserly but it would mean an increase of 500% on current price - miserly or not it would certainly get support!

[chilltime] 20/9/2023 11:49

Patent cliff


Bristol Myers circs.

If all goes well, it's highly attractive to a number of majors.

Bristol are facing a patent cliff.

Scib to market are the combo therapy throws the generic wannabes into the abyss.

BUT, the generic version plus Scib offers ripping the market from Bristol.


On the royalty front, assuming success, why pay high rate royalties for 10-15 years when quite a healthy bid saves you a considerable amount over the time period.

Hence I think a £1 bid to buy Scancell is miserly, based on Trinity points it could be just a year or two of royalties.

Scib1+ going to market would be amazing.

[chilltime] 20/9/2023 11:43

For mention is not posted by someone before.

The results are for 11 patients.

9 of which hit the partial response rate 30% and the 10th one rapidly heading that way, which looks like it will take the response rate to 91% in a week or two.

The news came as they had already hit the target.

The key period appears to be 13 weeks which is the scan date.

In the mix it can be seen that 5 more have been dosed but have not hit the 13 week treatment period scan date yet.

So it's not necessarily a wait for all to be done to receive the news. As in the case of this news it came out when the target was hit.

Recruitment will be made far easier for the rest, based on the data, what's more it's not even a needle injection.

Which reminds me, one clueless broker asked if the injection was into the tumour, and then asked, if the injection method is approved.

I'd like to say I was shocked at his questions, but they are typical numpties not having a clue what they are advising investing in.

The other 2 asked decent questions, the 3rd one..... well what a $£%^&

[the real lozan] 20/9/2023 11:25

A 'sudden SWITCH' -
Now, = "Of course there will be pullbacks at some point,"
BUT
That is NOT what the trHYPE message tried to CONvey.
Which WAS = 'There will be no pullback'
.
Only when the REALITY of such a SILLY statement becomes obvious do the manipulators 'Change their tune'

[nigelpm] 20/9/2023 11:12

Does the RNS of yesterday not "adjust" any of that though Bermuda? I'd be surprised if it didn't.

[bermudashorts] 20/9/2023 11:09

inanaco

I have already explained where I'm at with Scancell and wish you would just leave me out of your posts. It's all in my posting history, but for absolute clarity:-

1) Way back in March/April I posted that I was concerned about the economic headwinds facing the biotech sector and had reviewed my entire portfolio paying extra attention to any bios needing funding in the near to mid term. I exited/reduced several stocks. After much deliberation I decided to leave my Scancell stock for the time being.

2)Since then there has been a spike in the share price followed by a revised strategy from Scancell and I have reduced my position. Like it or not the investment case has changed for me, it may not for you or others but that is irrelevant. Two planned clinical trials have been placed on hold and they have clearly decided to conserve cash - absolutely the right decision but a far cry from the Redmile 'how much cash do you need to do all you want?' days. On top of that they are talking about carrying out registration studies for iSCIB1 and confirmed that they believe Moditope belongs in the combination setting, both of which impact on timelines.

3)Finally, I'm not getting excited again, I have always been excited about the potential here otherwise I would have sold completely. The same applies to every stock in my AIM portfolio. If all goes well I may miss out on some profit but will benefit from my core holding safe in the knowledge that I'm comfortable with the level of capital tied up in a single stock in the current climate.