Scancell Share Discussion Threads

[the real lozan] 12/7/2024 18:16

All Oak logs -
Delivered, bought and paid for, in and stacked to burn in 18 / 24 months time
Time for a well earned beer

[markingtime] 12/7/2024 16:45

All the valuations exclude quite a bit of potential upside, so I'd take numbers with a pinch of salt. Only the market for corporate deals is relevant - and I suspect that will soon be materially higher, once the reasons for Lindy's interview confidence becomes clear.

[888icb] 12/7/2024 16:23

We need to double to get to Morningstar and triple to get to Trinity Delta. Personally I think they are both very light particularly if news of a big deal drops.
One thing is undeniable and that is SCLP is massively undervalued. We are clearly in the best place we have ever been but we are no where near are 18p high of the year and are 50% down on where we were 3 years ago. SCLP signed deals a couple of years ago that can bring in upto $600 million plus royalties but still the market cap is only £100 million.

[marcusl2] 12/7/2024 15:40

Trinity Delta valuation for Scancell is £304m, or 33p per share.

[888icb] 12/7/2024 15:26

Just for information I noticed from my II account that Morningstar’s current Fair Valuation of SCLP is 22.4p so currently trading at a 51% discount to their fair value calculation.

[marcusl2] 12/7/2024 14:43

Inan,

I see two approved;

the clinical efficacy of topotecan is relatively modest, and the hematological toxicity is significant.

More recently, irinotecan (at a low dose of 125 mg/m2 every 2 weeks) was used in combination with the antibody against vascular endothelial growth factor receptor, bevacizumab, in patients with recurrent high-grade glioma, yielding impressive results: 57–86% of partial remissions seen by magnetic resonance imaging

Combinations are definitely the way forward.

[chilltime] 12/7/2024 13:16

They are looking for 27 responses, they could well get them from the existing 30.

Perhaps they have or are on the cusp, hence the buying.

But why wait for 1 or 2 from 13 planned when they intend to stop when the required number is hit. The chance of 10 plus not responding based on on the 30 previously dosed data, is massively against the odds.

[chilltime] 12/7/2024 13:11

News and adding some numbers to patient scans.

We all wanted more regular news but the details were there all along.

Jan news re Scib

with highly anticipated data available in Q3 2024.

The numbers without complicating it too much plus a comment I personally missed in a Lindy interview, which makes my logic fit, IE once they hit 70% it will be news.

First up including news dates

19/9/23 9 of 11 scanned data, 16 dosed to date.

28/11/23 11 of 13 scanned.

That means the original 16 are all well past their week 37 scan>

Between 28/11 and the Lindy interview a further 14 are dosed,. The interview suggests a slow up/pause, due to Iscib now being available.

The Iscib approval came on 17th January, the first patient dosed news was 26th March. Week 13 is 26th June with a week or two for Scancell to get the hard data, but perhaps earlier for a verbal comment. So it's likely Scancell now have sight of the detail of iScib patient scan.


The missed comment by me which fits with my logic.

Once 70% is met, that is price sensitive news, due to the recorded target. In an interview on the 19th Sept 2023 Lindy states that once they hit 70% there is no need to recruit further.

So that 70% hit will determine when news arrives.

11 of 13 had one headed towards a PRR, so 11 of 13 could be 12 of 13 IE 93% which has been pointed out before.


In the interview 1 month ago Lindy said 30 on Scib, recruitment slowed due to those wanting Iscib.

Logic suggests the slow up came post IScib available but Lindy does say it slowed up when it was pending. That first dose was 15 weeks ago. So using the comments and the news it's likely, most, if not all of the 14 that we know nothing about, are beyond 13 weeks.

I would love to know (join the queue I know) what that first Iscib scan shows.

[inanaco] 12/7/2024 12:56

this is the way it works Marcus

Topoisomerase 1 inhibitors such as topotecan and irinotecan bind to the enzyme–DNA complex preventing DNA unwinding, replication and transcription.

so the MAB knocks out the cells replication

[marcusl2] 12/7/2024 12:50

antibody-drug conjugate (ADC) deal, this time signing a $1 billion biobucks pact with Foreseen Biotechnology for a preclinical solid tumor candidate.

[inanaco] 12/7/2024 12:49

this is what i have been saying all along that the industry concentration of investment in the Tumor micro environment has major implications for Vaccines in combination

every time they can remove a brake on the immune system direct targeting by the vaccine is stimulated

but again with Low ORR rates .... the market is enormous to improve efficacy

the crazy part about all this, Time has actually worked for us as more products are developed that can assist

[inanaco] 12/7/2024 12:44

About Eftilagimod Alpha (Efti)
Efti is Immutep’s proprietary soluble LAG-3 protein and MHC Class II agonist that stimulates both innate and adaptive immunity for the treatment of cancer. As a first-in-class antigen presenting cell (APC) activator, efti binds to MHC (major histocompatibility complex) Class II molecules on APC leading to activation and proliferation of CD8+ cytotoxic T cells, CD4+ helper T cells, dendritic cells, NK cells, and monocytes. It also upregulates the expression of key biological molecules like IFN-ƴ and CXCL10 that further boost the immune system’s ability to fight cancer.

could be combined with Modi1

[marcusl2] 12/7/2024 12:19

AvidiMab could be used to enhance the avidity and potency of virtually any antibody-based product. It would also extend the patent life of commercially established programmes. Hence its appeal could be significant. However, it has only been employed on Scancell programmes and until it has been licensed externally it is difficult to model with any degree of confidence. Consequently, we have adopted a cautious approach, assuming the antibodies using AvidiMab technology have collective peak sales of £8.5bn. Royalties 8%.

Trinity 2022.

[inanaco] 12/7/2024 10:51

chester how much are you raising .... ?

A ) A new fund raise and open offer at 20p issuing around 400,0000,0000 new shares.

[ruckrover] 12/7/2024 09:43

And another 100K plus since

[888icb] 12/7/2024 08:18

10 trades all buys at it- 11.5p to start the day on volume of 96000. The rise looks set to continue as indeed it should for this very undervalued company.

[ruckrover] 11/7/2024 23:22

"maybe so ... but try an order for 500,000,000"I did but it said I didn't have enough funds in the ISA account. Btw, that's half the company so a rather ridiculous suggestion.

[markingtime] 11/7/2024 21:59

...not that hard at all, as there is ongoing buying. £55k isn't a fortune for a marketmaker, especially in a rising market when you've got buyers lined up for half of it.I suspect we may see bigger trades very soon (especially if the car park takings are strong?)......

[plasybryn] 11/7/2024 21:02

Courtesy Bermudashorts LSEThe SCOPE study record on clinicaltrials.gov has been updated to show that Christies, Manchester is now recruiting. So all study centres are now up, running and actively recruiting.https://clinicaltrials.gov/study/NCT04079166?term=scancell&rank=2#contacts-and-locations

[the real lozan] 11/7/2024 19:32

At LAST -
For the first time this year... normally turn up Feb,
Just now = A Hoopoo has just flown in and sat in the bare branches in our dead/part dead tree.

[ivyspivey] 11/7/2024 18:50

Evening suspect the 500k was a worked buy as hard to see it getting that price for that volume as a sell.

[markingtime] 11/7/2024 16:58

For every seller there is a matching buyer....

[miavoce] 11/7/2024 16:48

I suspect the 500k was our seller in action again

[inanaco] 11/7/2024 16:16

maybe so ... but try an order for 500,000,000