Scancell Share Discussion Threads

[sci102] 09/4/2024 12:10

Though AACR is probably the most prestigious cancer conference overall, for oncology clinical trials in particular it's ASCO (starts end of May) where often important announcements are made.

If no news until the end of ASCO (which by the way is attended by more people), that would be very disappointing.

[sci102] 09/4/2024 09:58

Open label and it's been 5 months since the last update. Previously they gave an update in September and then in November. They do have the data. Why they didn't present it at AACR when it was a golden opportunity is beyond me. I certainly don't think that they presented price sensitive and previously unannounced data at AACR, yet they did not RNS the update.

The irony is they did RNS that they are attending all these conferences the past 2 months, but obviously they don't think the investors should know more than that.

This is not a comment on regulatory requirements, it is about the stance of the company towards investors.

[chillpill] 09/4/2024 09:48

Worth remembering the Company doesn’t get instant access to trial data.

It only gets periodic updates.

[sci102] 09/4/2024 08:36

I guess it's those "terrible market conditions" to blame. Not the fact that the company refuses to update on an open label study.

[markingtime] 08/4/2024 16:44

Tricky to call - but I think there will be a major corporate event before any more funding (and that will likely be NASDAQ).

[nigelpm] 08/4/2024 16:25

But to be clear I envisage a slower time to outcome here than many, suspect they'll be some bumps in the road, more funding, dilution but ultimately an outcome around £400-600m at least.

[nigelpm] 08/4/2024 16:18

I'm not sitting on any fence - fully invested.

[marcusl2] 08/4/2024 16:17

and bispecific

2022
Prof Lindy Durrant, Chief Executive Officer, Scancell, commented: “Over the past year we have been evaluating the optimal products for Scancell to develop through exploiting our Glymab® platform. We believe we can add considerable value to the antibody portfolio by taking TCB products into the clinic, as opposed to outlicensing them at the preclinical stage. At the same time, the Board continues to evaluate opportunities to enter into revenue generating deals for our antibodies with ADC or CAR companies.”

[marcusl2] 08/4/2024 14:57

Scancell Market cap 92 M

Iscib-1 . Unresectable Melanoma market $1.5 billion/year.

Genmab deal up to maximum of $624m, low single digit royaties for 1 Glymab. They are interested in a second one.

Immunobody platform
Moditope platform (modi-1 in Ovarian 44% response rate)

Avidimab

4 other Glymabs and more to come.

isc2811 could be non-exclusive like Avidimab

Possible TCRs from Moditope

[inanaco] 08/4/2024 14:52

The study involved 36 patients with hepatocellular carcinoma, the most common form of liver cancer. Patients were given custom-made vaccines on top of Merck’s widely used immunotherapy Keytruda, the standard of care at the time.

Nearly a third of the patients treated with the combination therapy (30.1%) experienced tumor shrinkage, with three of those subjects having a complete response, meaning no detectable signs of the tumor remaining after a median follow-up of 21.5 months.

That compares with the typical response of about 12% to 18% in patients with liver cancer who receive immunotherapy alone.

again its a personal vaccine .............. what are they doing wrong ?

[inanaco] 08/4/2024 14:36

be careful of splinters Nigel sitting on that fence ...

because nobody knows the contents and when the next RNS will land

scancell does not have the negatives or is carrying the risk of a major movement down
and from such a low existing level any way, its hard to see.

but the positives .... well !! that is a big list

you should bookmark marcus post as a direct comparison to modi1

[markingtime] 08/4/2024 14:29

Bed & ISAs legging it.....do the sell first, then wait.....

[nigelpm] 08/4/2024 13:12

Sellers getting stuck in - no reason to rush to buy as ever.

[inanaco] 08/4/2024 10:38

funny the other trade was GF123's that's both of us settled in for 2024 isa full

[inanaco] 08/4/2024 10:17

well done Barclays that was mine

[inanaco] 08/4/2024 10:13

just ordered my ISA transfer some cracking spreads of just .02 have gone through

knowing my luck it will be half a penny

[inanaco] 08/4/2024 10:12

Moditope news EE

they did that because is was not a published patent same applies to all scancell applications

[markingtime] 08/4/2024 10:00

The other point that the impatient ones need to bear in mind is that, in a competitive industry, you don't necessarily want to advertise "an edge" immediately you see it yourself......when they found Moditope they kept it under wraps for a year.....

[marcusl2] 08/4/2024 09:18

the Geneos treatment is a DNA vaccine

liver cancer is considered a cold cancer

Nearly a third of the patients treated with the combination therapy (30.1%) experienced tumor shrinkage, with three of those subjects having a complete response, meaning no detectable signs of the tumor remaining after a median follow-up of 21.5 months.

[inanaco] 08/4/2024 09:09

chester18

Posts: 3,221

Price: 10.25

Strong Buy

RE: Modify trial4 Apr 2024 08:44
Additional to the late April Conference.

Immuno-Oncology Summit Europe 23rd & 24th April 2024.

Day 1 @ 14.45 Lindy Durrant

'Clinical Update on the DC Targeting Melanoma Vaccine, SCIB1 and Modi1 Vaccine Targeting Citrullination'

My presumption is that this will contain some new data, it doesn't say that it definitely will but 'Clinical Update' is a perfectly good clue for me.

[inanaco] 08/4/2024 09:06

with that in mind i am not buying in a vacuum ....

did a read another presentation this month ? which includes moditope

[inanaco] 08/4/2024 09:04

I only looked at the abstract . that confirmed data presented at 25 weeks. would scancell need to RNS that .. not really because the status has not changed "Partial response"

I can see why scancell has not updated because 43 patients is the declared Goal

27 need a PR .

Then its big news

what this presentation gave us was "continuity" "confirmed by multiple scans"

thus the 90% probability is still on track

[marcusl2] 08/4/2024 08:45

I am actually grateful as I got more shares sheltered in an ISA.

[markingtime] 08/4/2024 08:30

Yes. I think this is the nub of the issue. Are personalised vaccines more effective and/or cheaper than universal ones?Increasingly, the answer seems to be "no they aren't"....So Scancell are in quite an interesting position, I think.