Scancell Share Discussion Threads

[inanaco] 11/4/2024 21:57

meanwhile you didn't and your not a millionaire 😂🤦‍♂️

[rogerbridge] 11/4/2024 21:06

A colleague sent me this a few hours ago.

hxxps://www.fiercepharma.com/manufacturing/facing-uncertain-vaccine-demand-moderna-halts-mrna-plant-buildout-kenya

[2tyke] 11/4/2024 20:54

SP 6p in 2010...lol
Fantastic progress !
Meanwhile...anyone that put £100 in Bitcoin in 2011 and held for 5/6 years became a millionaire.

[inanaco] 11/4/2024 20:23

""" Re. your 7725, no I don't have a link but she made it clear in one of her presentations that they expect to be able to partner/bag a deal after the phase II.""

we are in phase 2 now ....

ATB

the deals are at the end of it

while those are being negotiated scancell will manufacture product and ready the trial and design


Cash of £13.1m further enhanced with additional raise of
£11.9m to fund;
• SCIB1/ iSCIB1+ clinical development
• P2/3 adapted registration study IND
readiness and product manufacture
• SCOPE iSCIB1+ cohort recruitment of 43
patients (versus 15 currently planned) &
progression free survival data in H1 2025

[inanaco] 11/4/2024 20:13

also we will have PFS data h1 2025

and MHRA ,, is very responsive "" working hand in hand with a responsive MHRA""

Prof Lindy Durrant, Chief Executive Officer, Scancell, commented: "Thanks to the excellent work done by the Scancell team, working hand in hand with a responsive MHRA, we are pleased to report today that we have received approval to include a third cohort of patients in the SCOPE trial who will now receive iSCIB1+ in combination with doublet checkpoints. We anticipate that iSCIB1+ will be as effective as SCIB1 and, with its potentially increased potency and broader patient profile, make it a promising candidate for registration studies. We look forward to providing further updates on our progress given the extremely positive results to date."

[inanaco] 11/4/2024 20:09

you said two separate trials ..........

scancell presentation is a single adaptive 2/3 trial

your words

""Lindy has said that they intend to run the phase IIb and either license or partner for the phase III so the more robust you can make the IIb the better IMO.""

[bermudashorts] 11/4/2024 18:55

Inanaco,

Has been a long day and am sure I'm just being slow but I don't understand the point you're making in your 7724.

Re. your 7725, no I don't have a link but she made it clear in one of her presentations that they expect to be able to partner/bag a deal after the phase II.

Re. YOur 7726 - as distinct from the current phase IIa. Yes, I know it will be and adaptive trial.

[inanaco] 11/4/2024 18:34

only what scancell is proposing is this




SCIB1 currently in Phase 2 in combination with ipilimumab and nivolumab, delivered with needle free device, and
iSCIB1+ will start in Q1 2024
► Phase 2/3 adapted registration trial being planned with attractive licensing potential

no mention of a 2b ?

[inanaco] 11/4/2024 18:30

do u have the link for what lindy said Bermuda ?

[inanaco] 11/4/2024 18:15

we have such a margin of efficacy that can be seen visually ...

ATB

[bermudashorts] 11/4/2024 16:59

Inanaco,

The aim of the phase II/III trial is regulatory approval and although I understand where you're coming from the strategy must surely be to design, power and run the trial (s) that will give them the very best chance of approval rather than the minimum they can get away with. If they don't get it right first time it will almost impossible to come back and try again.

If the results from the current study continue to be good enough and they have enough patients then hopefully they'll be able to persuade the FDA to consider running just one phase IIb/III rather than the two they used to insist upon. The gold standard will be a randomised. double blinded study in much larger groups of patients and that's what I think we should be expecting.

Lindy has said that they intend to run the phase IIb and either license or partner for the phase III so the more robust you can make the IIb the better IMO.

[inanaco] 11/4/2024 16:30

oh the share price was 6p in 2010 averaging down to 10p would be tough

bearing in mind it went then to 55p .....

[inanaco] 11/4/2024 16:17

interesting .......... moans about the flat share price but wont buy any !!

best part has been making other investments apparently where returns will be greater/quicker

future tense .........

and is apparently a "scientist" in this area

then must appreciate that trial results = gains/losses along with patents and potential deals on preclinical assets already discussed

seems a moody investor .... he should know Bio is a slow cook even with GENMABs cash mountain it takes time



Burble

Posts: 1,084

Price: 9.85

No Opinion

RE: After AACR . . .Today 14:34
Dracula, I've slowly been averaging down over the years with a drip feed of purchases whenever I've had some spare cash. Still slightly underwater but it's not a crazy amount that it needs to climb to get back into a small profit. I'm hoping to hold out for when it does rise, but I've stopped making any major purchases as I feel there are other opportunities to invest in other companies where the returns will be greater/quicker than locking more money up here.

[inanaco] 11/4/2024 10:14

phase 3 PFS and OS

lets assume 2025 new trial at 25 weeks secondary endpoint hit ORR 80% data out 2026

but now the phase 2 current trial cohorts of 86 patients are approaching 1/2 years

that trial has not stopped giving a PFS and OS readout

approval ... ?

Wes Streeting in a crisis cancer rates soaring ...

IMF called in

and the weight of electric cars creating more pot holes with no road tax revenue

and it pays to find mental health patients

[inanaco] 11/4/2024 09:55

can you fudge who will respond to checkpoints .........

well if they could they would because its approved in other words biomarkers

so you are finding a needle in a hay stack

and to attempt it you need a shed load of data from the patient including tumour samples

Lastly, other PD-1 ligands may be involved in response to PD-1 blockade. In summary, clinical experience to date indicates that lack of PD-L1 expression in tumor cells is not a reason to withhold anti-PD-1 therapy.

[inanaco] 11/4/2024 09:48

Other point Bermuda on Bias


so in our current scenario to create bias you would have to fudge the checkpoints not the vaccine

in other words cherry picking out the patients that would respond to the checkpoints anyway and create an illusion that some how the vaccine was creating the response over the 55% that the checkpoints achieved

however the checkpoints from data that i have provided appear at 25 weeks to achieve only 44% so the margin to 85% is even bigger

but we Don't need to fudge it because we have the data from the monotherapy SCIB1 proven

[2tyke] 11/4/2024 09:21

I'm not talking about trading here Sci102.
My post was about premise and the false expectations of a share price based on factors that have little influence on it.
Science is logical, it happens in laboratories.
The stock market is emotional...as your reply indicates.

[sci102] 11/4/2024 08:55

2tyke. I don't care about trading or traders. This is the wrong thread for that. Please talk about that in one of the other threads.

[2tyke] 11/4/2024 08:29

Wasn't being rude.
And I appreciate that most PI's don't understand how stock prices move and what drives them.
My point is really this:
When posters constantly expect share price moves based on outside events and RNS's....(only to discover that the polar opposite tends to happen).
Why don't they consider that the problem is actually that their own 'premise' is wrong...and it's not the actual market which is wrong in not appreciating their fave stock ?
There are no secrets about this company, every thing they are working on is well known to the scientific community.
The stock, as with every stock, is only casually related to the company, and driven by the fear and greed patterns of traders as they try to profit or mitigate loss.
SP's are controlled by the active traders, not the big holders.
Most active traders are where the big profits are currently in crypto.
Issues with lack of interest fall in price under 'their own weight'. A stock doesn't need volume to fall heavily. Just lack of interest...that's all.

[marcusl2] 11/4/2024 07:55

Yes Bermuda. Arm listed in the States, Shell is thinking of moving.

Although Nasdaq is not a panacea, Scancell`s valuation and media coverage would probably be better.

The end game is probably a takeover so the higher the valuation is when a bid comes in the better.

[sci102] 11/4/2024 05:57

First no one here said 40p in Q2 (I think), second you don't need to be rude. Frankly, I don't think I ever met a single person who fully understands the stock market and that includes very highly experienced and accomplished finance professionals.

[bermudashorts] 10/4/2024 22:24

marcus,

I'm sure you read the series of tweets from Ali Mortazavi - pretty strong stuff!

[marcusl2] 10/4/2024 22:07

London markets are broken and closed, says pharma boss
E-therapeutics joins the stampede of biotech companies quitting Aim

James Titcomb
10 April 2024 • 6:49pm

Ali Mortazavi
Chief executive Ali Mortazivi says delisting the company comes with 'sadness and great worry' for UK markets
A British pharmaceuticals company has criticised London’s stock markets for being “completely broken and closed” after announcing plans to de-list and pursue a potential flotation in New York.

Ali Mortazavi, chief executive of E-therapeutics, said “urgent reform and action was needed” after accusing British investors of failing to back innovative companies.

E-therapeutics said it would de-list, 17 years after floating on Aim, London’s junior market, as part of a £29m fundraising from existing investors.

It said it would “explore the option of listing on [New York’s] Nasdaq in due course”.

Writing on X, formerly Twitter, Mr Mortazavi said: “My overriding feeling in delisting [the company] is one of sadness and great worry.

“To be clear, the UK markets are not just illiquid, they’re completely broken and closed. The situation is worse for small growth companies (in particular biotech) but even sizeable companies such as Shell and many others are saying the same thing.”