Scancell Share Discussion Threads

[inanaco] 25/9/2023 09:30

MT .. SCIB1

my no risk posts all relate to SCIB1 ....

Iscib1 has never been trialed

please read my history

[torquayfan] 25/9/2023 09:28

Moljen 6263 - I hope you are feeling better now. My Nephew in the UK has just recovered. Good luck !

[markingtime] 25/9/2023 09:27

Oh dear, oh dear, poor Mr Slow,He thinks "very little" the SAME as "no"

[inanaco] 25/9/2023 09:22

so back to what i said

SCIB1 - no risk

as long as its value exceed MCap which it does ... the risk of holding at any level probably up to 50p is zero

its a $1.5 Billion market

no other vaccine compares ... and its a Platform so multiples of that is possible

and because the duo combos need separation ... like BMS and Merck

who holds that vaccine wins

checkpoints is approaching a $50 billion market by 2027

just you wait until you see the full potential of moditope

Lindy is no fool and if she feels she can make it work ... then it will

[inanaco] 25/9/2023 09:21

so now MT, Colin, Ruck can now argue that Scancell have it wrong

best of luck

I was right all along ........ No Risk

[inanaco] 25/9/2023 09:12

here is the SCIB1 data

SCIB1 is now ready to pursue the unresected melanoma market
► SCIB1 is being developed in cutaneous melanoma –compelling efficacy data
► Post resection patients: 95% disease-free survival (DFS) at 12 months and 88% at 5 years
► Unresected patients: 60% stable disease
► Unresected patients in combination with double CPIs: 82% ORR

now the only risk scancell applies ..... is in the transition

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

""Very little risk of iSCIB1+ not working as it the same as SCIB1""


so scancell are NOT saying scib1 carries risk .... ATB

get it ??????

[miavoce] 25/9/2023 09:09

Willbe interesting to see what the ORR is with iSCIB1+, if this improves the ORR as we hope it will then we could have a bidding war from several CPI manufacturers to secure an exclusive licence.

[inanaco] 25/9/2023 08:48

thats two giants in the industry looking to get there product into

"standard of care"

and scancell has just blown away the checkpoint monopoly .

vaccine plus checkpoint(s) is the way forward

[inanaco] 25/9/2023 08:46

Pembrolizumab is (Keytruda)

[inanaco] 25/9/2023 08:45

thing is BMS its not the only checkpoint combo

pembrolizumab; quavonlimab.


Pembrolizumab + quavonlimab) overview
Fixed dose combination of pembrolizumab and quavonlimab (MK-1308A) is under development for the treatment of advanced hepatocellular carcinoma, metastatic renal cell carcinoma, metastatic melanoma, metastatic colorectal cancer, small-cell lung cancer, non-small cell lung cancer and advanced clear cell renal cell carcinoma (ccRCC). It is administered by intravenous route as a solution. Quavonlimab acts by targeting cytotoxic T lymphocyte protein 4(CTLA4) and pembrolizumab acts by targeting programmed cell death protein 1.

[inanaco] 25/9/2023 08:34

Delusional the share price is risky .....



MarkingTime - 20 Sep 2023 - 08:56:31 - 5958 of 6277 Scancell - Pot of Gold or POS? - SCLP
One other aspect of BMS etc....
BMS may have a particular interest in SCIB1, but a whole company deal might enable them to develop new revenue streams that might otherwise accrue to other major pharmas. So taking everything may strengthen a company's competitive position versus other major pharmas.
To me, that indicates a very large bid premium, especially from a baseline share price that is even more "derisory" than it was six months ago.

[markingtime] 25/9/2023 08:30

Delusional......Have a lovely day everyone.

[marcusl2] 25/9/2023 08:25

Genmab will probably make SC129 into an ADC first.

The Economist



Big pharma can’t get enough of one class of cancer drugs

A spate of dealmaking suggests high expectations for antibody-drug conjugates

[marcusl2] 25/9/2023 08:19

Scancell has 5 Glymabs and more in development

Genmab will probably make SC129 into an ADC first.

The Economist



Big pharma can’t get enough of one class of cancer drugs

A spate of dealmaking suggests high expectations for antibody-drug conjugates

[inanaco] 25/9/2023 07:55

yes that is what he is saying ... Tf, sadly does not want to get involved because MT went after him with diatribe to

MT who sees himself as an ex Chairmen wont question you either Ruck

he knows that the IP does not sit on the balance sheet

why does he not comment

and Bermuda !!!

[ruckrover] 25/9/2023 07:47

TF, So you have evaded the question. What you are asking is that anyone who disagrees with anything Inan says, however ludicrous, is censored. Is that what people want on this board?

[torquayfan] 25/9/2023 07:44

Ruck - I'll put the filter back to escape the interminable. You have nothing better to do ? ATB

[ruckrover] 25/9/2023 07:42

"Ruck the ip does NOT sit on the balance sheet .......... nothing is approved"Hallelujah, you've finally got it!

[inanaco] 25/9/2023 07:37

Ruck the ip does NOT sit on the balance sheet .......... nothing is approved

you would cause absolute chaos if it was attempted because its subjective and we don't have accredited valuers

Property does .........

[inanaco] 25/9/2023 07:34

what evidence ...... Nigel show the post ?

WHAT EVIDENCE DO YOU HAVE THAT SCIB1 CARRIED A RISK ..........

in scancell trial SCIB1 results they use the words "proven" this is before the current trial

Covid vaccine did as it said it would further evidence that Immunobody induces high quality t cells

checkpoints assist T cells .... Proven

thus synergy would exist

the result u have just seen and the value ....... use MT's post on BMS

[ruckrover] 25/9/2023 07:33

TF, Rather than try to put Inan into protective special measures, perhaps you could contribute to the discussion. If you haven't been following the thread here's the synopsis. Inan makes the claim that investing in Scancell at 16p is "no risk". The rationale behind this claim is that should Scancell run out of cash and be wound up, there would be enough in assets for shareholders to get their 16p per share back, ie there is no risk of losing any of it. I have looked at the last published accounts and I can only see £15.4 million in assets (tangible and intangible) which equates to 1.8p per share. Therefore, there is a real risk of losing 14.2p per share. I am not an accountant so I would welcome your professional opinion on this. Are there another 115 million pounds in assets that I have missed? If Inan is right and I am being thick, I will readily admit it.