Scancell Share Discussion Threads

[inanaco] 29/4/2024 12:42

Bermuda we have Real world data as a baseline .... 55%

if the control arm strayed to far away from that you can raise eyebrows .... but even so even if your 40% to 60% is a taken at the higher end 70% target still beats it

[inanaco] 29/4/2024 12:39

lets take what Lindy had to say into account .....

If validated in the second stage of the SCOPE trial this will provide confidence to initiate a randomised phase 2/3 adapted
registration programme in patients with unresectable melanoma which represents a potential $1.5 billion per annum
market. The Phase 2 part of the adapted trial should take 18 months and will likely generate significant partner interest.

"Provide Confidence" missing "we don't have a clue"

Bermuda says ..... ""The new phase II/III will have completely different design, patient population, endpoints etc. etc.""

if it is how can Lindy use the word "validate" and "confidence" ?

[bermudashorts] 29/4/2024 12:33

Inanaco,

The phase II/III trial will be powered to detect a percentage difference between the two arms. As far as I know Scancell have not yet told us what they're looking for and I assume they won't know for sure until they have completed all design work and meetings with the regulators.

However you seem to think you know so can you please confirm what that figure is - please just give the figure, no explanation needed thanks.

[inanaco] 29/4/2024 12:14

value of ORR .............



of course nobody has looked at it ... because they don't have a clue 🤷‍♂;️

the entire clinical trial process is based on probabilities

can you prove in bigger numbers

even when a drug is approved ... you prove that probability that it works again in even bigger numbers "Real world setting"

ATB

[inanaco] 29/4/2024 11:58

final point .... Nigel

this statement from Bermuda

4) The current trial is a single arm study with the relatively simple endpoint of achieving a 70% response rate. The new phase II/III will have completely different design, patient population, endpoints etc. etc. Crucially it is a randomised study and the measure of success will be the difference in response rates between the SCIB1 arm of the study and the SOC arm. The SCIB1 arm could produce a response rate of just 60% but the trial will be a success if the response rate of the SOC arm is significantly lower. We have no clue how big that difference needs to be for Scancell to consider it significant and no clue how the SOC arm will respond. Historical data will give an indication but with a wide range (from 40% ish to 65% from memory). For all of these reasons it's just not possible to project across probability of success from a completely different trial.


How do you think Scancell is allowed to proceed with a registrational application ?

and "fund it" if you applied the level of RISK that Bermuda is attaching to this future trial

why are you still invested ?

just consider what he is saying ....... "We have no clue"


here is how it should read "He has No clue" not "we have no clue"

[inanaco] 29/4/2024 11:41

nigelpm28 Apr '24 - 23:03 - 8167 of 8170
0 2 0
As do I - you are one of the best posters Bermuda - calm, rational, patient, respectful and thoughtful.

Nigel ,,

there is a clear difference in the way we think ...

1/ Bermuda thinks spreading risk across the sector is the safer bet ...
so he balances failure with success to what ratio i do not know. I concentrate on one share because it enables me to fully understand it and how it sits in the market thus i pick one share against the rest for the biggest capital uplift and that requires a pipeline to balance the risk so todays shareprice is not relevant

2/ Bermuda thinks No Risk cannot apply ..... but when asked
which one has failed

Scib1 or Keytruda he could not answer

which only leaves risk applied to what we didn't know Synergy and that was theoretical, however, how they work creates synergy regardless of a trial to prove it thus risk was eliminated, 4mg and 8mg had effect in unresected tumors in previous studies

3, so as part of my bio portfolio of moditope/glymab/immunobody i had one star candidate SCIB1 to base all my posts on ref NO Risk
This has been vindicated by the trial and by adding ctl-4 by a big margin

4 this optimistic v pessimistic approach is fine and makes for some interesting topics of which very few of you that do post can actually join in with. Many also claiming they don't read the posts because they are illiterate but still feel powered that they can comment even if it makes them appear as an idiot and the best part other proven idiots back them up.

the result

Bermuda has reduced holding in sclp and his portfolio has taken some hits

My portfolio SCLP the pipeline has the backstop of SCIB1 and potential of two other platforms in or near clinical trials So I increased my holdings

this is the difference between us

on the other side i assume Bermuda has a good pension as a stable income

and I have a considerable rental income stream producing a stable income

Both of us are not affected by the stock market

here is the difference as far as i am aware Bermuda worked for others ..

I have not since i was 21 that makes a huge difference in how you see risk

this also means i have 40 years of dealing with winners and losers .... and you can very quickly identify them, its called Show me the money

so Nigel if you indeed do follow Bermuda with love and affection ... did you sell down with the moditope RNS ?

money talks ! all the rest is Hot Air

[marcusl2] 29/4/2024 09:54

SCIB1 Plus Nivolumab/Ipilimumab Generates ORR of 85% in Advanced Unresectable Melanoma
April 22, 2024
Ryan Scott



: “Advanced ovarian cancer is an aggressive cancer which is hard to treat. A disease control rate of 44% with Modi-1 in patients who have exhausted most treatment options is very encouraging”.

[marcusl2] 29/4/2024 09:51

Brad LoncarBrad Loncar

Founder of BiotechTVFounder of BiotechTV

Four years ago I toured Moderna's then new Norwood facility and saw the investment in automation that was made to support the personalized cancer vaccine program. It's terrific to see it pay off this morning with such promising data.

It's also nice to see ‘cancer vaccine’ and ‘good news’ used in the same sentence. Using vaccines as therapeutics against metastatic disease for so long in the past was the dark ages. Playing a role like adjuvant use and other earlier settings leverages a naturally stronger immune system.

"Now, we are an oncology company," Moderna CEO Stéphane Bancel told Insider.

*Again!


(The dark days before Immunobody and Moditope!)

[serratia] 28/4/2024 23:50

Agreed, after another day of needless postings by inanco I've filtered him / her as Bermuda + one or two others cover everything more succinctly.

[nigelpm] 28/4/2024 23:03

As do I - you are one of the best posters Bermuda - calm, rational, patient, respectful and thoughtful.

[marcusl2] 28/4/2024 21:06

Publicity for Scancell

Programming Note: BiotechTV is spending next week in the UK with an incredible lineup of life sciences leaders.🇬
27463;🧬

[bermudashorts] 28/4/2024 20:38

Super - thanks much appreciated

[supernumerary] 28/4/2024 20:36

OK, thanks. So too early to speculate about the trial, let alone the outcome.

I don't want to pour petrol on whatever fires are burning here, but I just wanted to say how much I appreciate your calm, rational, factual responses to some of the nonsense that's posted here.

[bermudashorts] 28/4/2024 19:05

super

We have no idea - all Scancell have told us is that it'll be a randomised adaptive phase II/III. As far as we know they haven't even had pre IND meetings with the FDA yet.

[inanaco] 28/4/2024 18:50

non ? you mean just randomised

[supernumerary] 28/4/2024 18:44

Are they seriously looking at non-double blind trials?

[inanaco] 28/4/2024 17:01

well they could always read your thread of wisdom .. how to visit a castle

when did you become Trump ... is the deep state out to get you as well ?

[2tyke] 28/4/2024 17:01

Which year ? Lol
You might want 1.5m shares in a risky loss making biotech valued at an eye watering 90 million quid....I don't !

[dominiccummings] 28/4/2024 16:53

It probably WOULD be 30p if it were not for inanaco's 'word soup' multiple repetitive posts putting people off.

[inanaco] 28/4/2024 16:52

talk at end of year ... buts lets assume you cant buy 1.5m shares ATB

[2tyke] 28/4/2024 16:39

Inanaco...I have no interest in the share price .
,..................
Probably best...you've been on the wrong side of the market for such a long time now.
Funny though how you used to tell us all what a difference every penny rise made to your bottom line.
But of course that was before you realized it was becoming 'penny falls'...despite all your confidence levels lol

[inanaco] 28/4/2024 16:37

not relative ...

its cheap at 30p ... happy to buy at 10p off those that don't consider it worthy

so why be concerned about the share price ?

[ruckrover] 28/4/2024 16:20

"i have no interest in the SP"

You must have sold up then?

[inanaco] 28/4/2024 14:12

2tyke your posting to the wrong man i have no interest in the SP