Scancell Share Discussion Threads

[markingtime] 11/7/2024 15:57

....maybe not. But you could buy them today for 11p......as someone did this afternoon for 500,000 shares.

[inanaco] 11/7/2024 15:41

you wont get scancell for a £1

[markingtime] 11/7/2024 15:37

£1 a share for any bid this year.Next year perhaps £2.

[marcusl2] 11/7/2024 15:33

As Lindy says, you need to target Dendritic cells for the best immune response. Check points protect the T Cells.

The secret is Dual mechanism for presentation increases potency 100 fold so more T Cells are generated against epitopes.


WE HAVE SOME PATIENTS WITH COMPLETE RESPONSES.

With Modi-1 we are seeing some nice stable disease. Hopefully with double check points we get some complete responses.

"If someone comes in with a super offer and it fast tracks the trial we are not going to say no."

We have 19 patent families. iScib+ has 18 years patent life left.

Glymabs, Genmab interested in a second one. Early talks re radioligland (e.g.
)

We have a £1 million for exclusive assessment ongoing.

Vaccines will work. They are going to be pretty huge.

Sath, we have some options for financing the 2/3 registration trial ourselves."we think we will give Moderna a headache"

As Inan said, if we get say 90% ORR or more with iScib+ then we can do a smaller numbers of patients in the registration trial.

[markingtime] 11/7/2024 14:58

Some vestige of liquidity coming back into the market with clips of 100,000 shares being traded. Someone seems to have looked at the likely timeline of events....

[inanaco] 11/7/2024 13:12

just remember if an immunobody is approved

its value goes sky high

because it gives you a Vaccine and delivery system that recognised


just add target

[inanaco] 11/7/2024 12:53

chill ..........

its was more amained at how many of 85% ORR = eventual CR .....

[inanaco] 11/7/2024 12:51

correction scib1 went through 4 transitions

very early one was not a fully humanised MAB

[chilltime] 11/7/2024 12:49

Inan

Just to clarify that we now have a number of complete responses.

Details established elsewhere including relevant forums indicated there was more than one complete response.

The suspicions were confirmed by Lindy in the last interview, something like we have had SOME complete responses.

That confirmed the suspicions. Add in 4 early on had seen something like 80% plus shrinkage, then ‘some’ likely equates to 4 or more complete responses.

The next wider data on Scib should indicate how many.

If it had been one more she would have said that, a few is 3, ‘some’ doesn’t state the number but all added together, data, other findings and Lindy’s comment, it sounds exciting. Not just as an investor but thinking of the some that took the leap on the trial and are for now, free of cancer.

[rogerbridge] 11/7/2024 12:32

Thats why I continue to add.

[sci102] 11/7/2024 10:59

LMAO, company and SPAC either merge, or SPAC buys the company. The company does not buy the SPAC you fool. And these guys provide "advice" and "analysis" lol

[inanaco] 11/7/2024 10:01

one thing folks forget is "can you keep the business"

cancer is all about baby steps ... improvements that add months to life etc

SCIB1 is a giant leap if it maintains above 80% EFFICACY with complete responses

because at the moment we have only had 1 CR

and only one Progressive decease

which means its very difficult for another product to topple it !!!

the value of an 18 year monopoly .... with target sales of $1.5b and potentially double that if we go after the adjuvant market

the numbers are not "MAD" at all ....

whats mad is the continued resistance to £8 a share

if we get 86 patients from both cohorts getting an ORR above 70% we have made it

above 80% its a no brainer

and Complete response rates could turn into a gold mine for immunobody

look how Lindy works constantly looking at "advancing"

scib1 developed to SCIB1 plus then to iscib1 using 3 different methods of delivery to get the best result

Moditope from ISA pharma to snapvax

Glymab gene switching

She constantly improves .....

at some point the market will understand why i am "MAD"

1.566m and rising

[marcusl2] 11/7/2024 09:22

I agree Chill but we sound mad when the market cap is only 100m.

Avidimab could extend the patent expiry dates of those blockbusters on its own.

Scancell and Trinity have already told us that.

AvidiMab® platform

AvidiMab® is a versatile platform technology that can enhance the avidity and thereby the potency of any antibody. To date, the Company has used AvidiMab® in its internal programmes to:

· Engineer the anti-glycan mAbs to improve their ability to directly kill tumour cells.

· Engineer other mAbs to enhance their potency and/or extend their patent lifetime.

· Increase the breadth of response and potency of Scancell's ImmunoBody® cancer products.

· Increase the potency of the T cell response

[chilltime] 11/7/2024 08:47

Merck

Some have said, big names wait for evidence.

Keytruda accounts for 40% of Mercks sales, patent expiry also 2028.

A relevant example that contradicts the points made. Merck in need of products to replace revenue for Keytruda are making acquisitions.

Jan 24 they acquired Harpoon for $680m, Harpoon tech is about T cell targeting of cancer cells. The most advanced product was only in phase 1/2 for small cell lung cancer.

[sci102] 11/7/2024 08:29

This is from my report on Dec 13 2023

"Though aforementioned mouse data are generally supportive, fundamentally, we cannot conclude
that the new epitopes in iSCIB1+ would definitely translate into similar efficacy in humans with the
corresponding HLA as with SCIB1 in HLA-A2 patients. Sub-par efficacy and/or safety issues of
additional epitopes in non-HLA-A2 patients could raise questions about the SCIB platform as a
whole and at a time (Q2 2024 when preliminary data with iSCIB1+ are expected) when the company
could be looking at transformational results with original SCIB1. Perhaps, the company should
sharply focus on SCIB1 and on securing a favourable partnership before moving forward with clinical
development of iSCIB1+ or at least not allow recruitment for iSCIB1+ (assuming the MHRA does not
ask for a phase 1, despite additional animal safety studies) to delay progression of SCIB1. In practice,
this means delaying initiation of iSCIB1+ trial towards the end of Q1 2024, which may happen
anyway since the MHRA hasn’t approved it yet. This should not influence the monetisation Scancell
can achieve from the SCIB platform in unresectable melanoma as they could easily negotiate
milestones tied to efficacy/safety of SCIB1 and iSCIB1+ and according to their respective TAMs,
eventually halting SCIB1 development altogether if all goes as planned. "


Also,

Sci102 - 12 Jan 2024 - 16:30:06 - 12 of 450 Scancell investors thread (litter free) - SCLP
My issue isn't w avidimab, it's that we shouldn't put too much weight on iSCBI1+ in the short term. This is because we don't know how the new epitopes are going to work exactly and if further changes will be necessary. This is both from the point of view of safety (that's why the regulator asked for more data) and efficacy in the expanded population. If all goes smoothly, grest. But if it needs more work, that's not a disaster either. SCIB1 already has great value potential for this company and investors. It is more important to secure a partnership and it can happen with or without the current version of iSCIB1+ performing as expected.

Now we risk finding ourselves in a position where SCIB1 works great, but iSCIB1+ disappoints to some extend, which means if we need to raise cash to move forward this will be done at much lower pps than it would be the case with SCIB1 data alone. While they could only report on SCIB1 in the next period, investors already expect iSCIB1+ data, so the same applies. In other words, they now need both of them to be great in order to raise cash at a greatly higher pps, while with a proper communication strategy since Nov 2023, they would only need 1 that already had supportive data anyway.

Of course if both turn out great, all of this will be forgotten, but it was an amateur mistake and there is nothing they can do about it now except wait and hope that all is good.

[chilltime] 11/7/2024 08:08

So, given that Redmile are heavily invested and now have someone on the board, then why?


Last fund raise Lindy said they had investors interested for larger amounts. In other words big funds looking to get in when the data and opportunity presents itself.

Iscib is Scib with extras, potentially opening up the entire Melanoma sufferer sector.

Assuming it goes to market, whoever has it 2028 on starts to gain exclusivity across the market with the combo. For BMS it would be continuity.

So it seems crazy to think BMS would allow Scib to slip through its fingers starting with the US patent expiry in 2028.

It’s pretty much near perfect timing.

Which is why having Redmile and Vulpes so heavily invested is key. Evidence of big funds already there, who saw the opportunity early. Great leverage to have going forward.

Take Lindy's comment of big funds bigger stakes wanted, Redmile, Vulpes and both now on the board. Then the recent interview with Lindy, work with a partner or may choose to go it alone. She can say that as she has the backers, she has the backers because she has the scientific answers to certain cancers.


Was it Merck that announced a 50% success rate in Melanoma?
Whoever it was, on that news, their market cap went up $15 billion that day.


So how much is a to market iScib worth when in 4 years exclusivity kicks in. You are looking at a product creating $5 billion per year.

The timeline is near perfect for Scancell.

What market cap would Scancell be with billions coning in.

It’s a hell of a situation to be in when you look at the bigger picture.

The longer BMS wait in my opinion, the more likely Scancell could go it alone. BMS have the funds to crack on and get the combo to market in time for the patent expiry.

And if we look at recent mouse trials, it looks like Scib could deal with other cancers.


So $3 bill in reality is a screaming bargain just for iScib if you do the numbers.

Merck saw a $15b rise on exactly the same market the Iscib combo would fill, that was with a 50% success rate against 85% (so far) for Scancell.

Scib could end Mercks treatment to market.

It seems bonkers to me that BMS and Merck would just sit back, relax and just look on ignoring the clock ticking.

Also knowing that another vaccine (Modi) proving that it can attack cancers, now moving towards combo therapies. Modi was even impacting the very hard to treat ovarian cancer.

A game of poker, a few likely to go all in, with Lindy sat waiting for the river card to make a Royal flush and a 90%+ chance she’ll hit it.

It’s a strong hand and in that last interview the tells were obvious, she is not bluffing.


The patent expiry situation is perfect, it offers up cornering the market for whoever wants it.

So no wonder really that Redmile have put an expert on the topic into the board.

This really could be an amazing story for cancer.

[chilltime] 11/7/2024 07:32

Marcus

A few billion!!!

Concentrating and scib/iscib alone.

On the point of maintaining strong data, Lindy has been maintaining 85% comments (market update repeats) and has said they have cracked it. We have data of 13, she has up to 30 (so far). Hence I suspect 90% chance of moving forward is more like 99% now.

Facts and potentially a good example. ipilimumab is off patent, owned by BMS, Opdivo starts to come off patent in 2028.

I’d have to look at the history, but combining off patent Opdivo with ipilimumab, effectively created exclusivity for Ipilimumab in Melanoma.

Scib/Iscib to market in that Combo would add many years to the exclusivity and corner the market for whoever owns Scib.

It has been said 40% of the market (Scib) is worth $1.5 billion per year, so Iscib opens up near $4 billion per year, most likely $5b plus by the patent expiry date.

Combination therapies are on a rapid climb, revenue wise (which is the key for big names) the combos in reality extend exclusivity via other means.



Key patent expiration: 2028

Bristol Myers Squibb’s Opdivo (nivolumab) is an immunotherapy drug that is used to treat a number of different cancers. Opdivo doesn’t come close to its rival Merck & Co’s immunotherapy Keytruda in terms of sales, but the drug still generated sales of $9,009 million in 2023. Thanks to some new indications, Opdivo has seen impressive growth in the last few years, with sales up by 9% in 2023 and sales are predicted to reach $11.75 billion by 2026. However, BMS cannot afford to rest on its laurels, and they are set to lose the US market exclusively for Opdivo in 2028. Sydney-based company NeuClone Pharmaceuticals, Swedish firm Xbrane Biopharma and China’s Luye Pharma are already working to develop biosimilars

[ruckrover] 10/7/2024 19:57

No, it doesn't really matter. Just good to get some context sometimes.

[sci102] 10/7/2024 19:46

Scientist for 16 years, including head of biology for joint projects with large pharma. Full time investor since 2020, business development executive for a UK biotech since Jan 2024. But does it really matter what people say in a public forum?

[ruckrover] 10/7/2024 19:10

Sci102,I enjoy reading your posts - they certainly give a different viewpoint. You seem to know what you are talking about, what's your background?

[marcusl2] 10/7/2024 18:59

Bermuda

as I said before, I am confident about accelerated approval so long as the data stays very strong.

Scancell has plenty of options to raise money and license assets.

I still think Avidimab is under the radar and worth a lot.

SC134 bispecific is valuable

SC2811 is also very exciting.

Immunobody is a platform, not just a Melanoma treatment.

I am also excited to see how Modi-1 with doublet in RCC does.

Maybe some decent Modi-1 plus PD-1 data by the AGM

Then we have Modi-2 entering the clinic if we can find the money.

Who knows, iScib+ data may be enough for the big guys to pay a few billion for the whole company.

[torquayfan] 10/7/2024 18:48

Inan thanks ATB

[sci102] 10/7/2024 18:47

All this for a measly sub 1p raise? 🤣🤣🤣🤣9315;🤣ԍ15;

PS of course none of the bare bottom cheerleaders talks about the lies LD has made a habit of feeding retail m0r0ns, sorry I meant shareholders 🤣🤣🤣🤣9315;🤣

[countbruga] 10/7/2024 18:34

Ahh, so this is where you went to you sad clocksucker. Enjoying life in your own echo chamber🤣8514;🤣.

Give up, sell up and disappear. For your own sanity.