Scancell Share Discussion Threads

[chilltime] 21/7/2024 11:19

Question time

Assuming Iscib success going to phase 3, preferred option and estimated value for each

1 Take an offer for iScib (if the price is right)

2 Joint venture big name partnering.


3 Go it alone.

Obviously going alone costs more up front, but if it gets conditional authorisation (unmet need), phase 3 starts to fund itself.

Some very serious questions which needs careful consideration. No doubt that’s why the names are appearing on the board right when outside interest is likely to fly in the coming months.

The fact the combo side is off patent for BMS in the US in 2028 is surely a big feature. Theoretically Scancell could corner the market. Catapulting Scancell from a minnow to over a billion plus revenue with an off-the-shelf low cost treatment. She good day if you don’t have no clue.

I prefer 2 or 3 and I wonder if Redmile/Vulpes favour 3, higher risk reward, or 2 for its high return, brand power.


Thoughts?

[chilltime] 21/7/2024 10:41

Inan

Adding some colour to the Vulpes expert comment.

It was professor Peter James. As I recall it was over 6 months that he went through various bio companies looking for the most promising to invest in. Thus months of looking into Scancell and concluding that they had some stunning pre clinical data.

He had or has a 100% record in investment choices for them. I believe Martin Diggle did an interview on the point, I’ll try to find it

[inanaco] 20/7/2024 09:49

thus if you want a vaccine that can take on Cancer and Virus next time

would you look at Immunobody or MRNA

you might want to consider Immunobody now !!

approval opens doors ...........

85% ORR if achieved gets you a 90% probability next trial and so on

[inanaco] 20/7/2024 09:45

Vulpes used Outside Experts to look at Scancell ....... result they invested

Redmile have not put a "accountant" on the Board but a Dr

but take note

Florian began his career as a medical doctor in the NHS before moving to Schroders Salomon Smith Barney, Citigroup's European investment banking arm, working as an equity analyst covering the pan-European medtech and healthcare services. He then transitioned to the healthcare team at Apax Partners in Paris, advising on and executing venture and late-stage investments.

""advising on and executing venture and late-stage investments.""

what do the idiots downsizing know that they don't

and why are they now on the Board ?

Redmile are not interested in short term pennies ..........

They see the new BioNtech in cancer

just take the covid Vaccine ....

its an immunobody

whats trail blazing that ............ SCIB1

how many other Viral vaccines have worked against cancer with a 85% ORR

zero

ATB

[inanaco] 20/7/2024 09:32

of course the Lefties will Kick off ... Greed ...

PMSL

you cant tax it ....... its in its own Tax Shelter 🥂🤑🥂

anyway the Share is still way to cheap ... fill your boots take shares off the Idiots

AS we are backed by the US ...

[inanaco] 20/7/2024 09:14

The last laugh ....... gone over £200K after been told to "downsize" by Bermuda because of Risk
🤦‍a94;️

[inanaco] 20/7/2024 09:09

The parties on the LSE now posting how the uk Bio is affected by risk adverse investors and Gov Regs etc ... Look in the Mirror

my stance has always been the science is so good it carries no Risk on SCIB1 etc

you have attacked me for years on this .... !!!

' The plight of the UK’s smaller quoted life sciences companies does not reflect the value of their intellectual property, says Ross. “The science side is fantastic, and that’s the real problem here: UK science is terrific and making lots of progress. Unfortunately, the UK biotech investment sector isn’t.”

have you taken the hypocritical oath ?

[chilltime] 20/7/2024 06:55

News may be subject to release it but that won’t stop an increasing number of people knowing about data.

Some held back for Iscib, knowing it was likely better, even though they would have been aware of 85% success rates.

I imagine there are already friends of those seeing an impact invested in Scancell. It’s not something you can keep a lid on.

Modi too if that starts to reduce tumours in renal, ovarian, etc in the current combos

[marcusl2] 19/7/2024 19:05

Bermuda,

even better then. I was thinking of NPM.

NPM plays a variety of roles in cellular metabolism and overexpression of NPM has been reported in multiple human cancers including those of the pancreas, prostate, liver, colon, stomach and thyroid.



The
Company expects that the combination of Scancell’s Modi-2 with a highly effective platform for inducing T cells
(Vaccitech’s SNAPvax™ technology) will lead to a potentially superior therapeutic vaccine candidate.

[chilltime] 19/7/2024 16:13

I was thinking more like 2 million to get some cash, that’s what they usually do.

I doubt they would sell the lot, they can see how good the case is.

They resisted selling any last year for that reason.

All speculation but the cash in the fund is low, so just guessing really to explain any supply.

[bermudashorts] 19/7/2024 16:10

marcus - I think Scancell said at last AGM that they were considering an HCC doublet combination cohort for the current MODI-1 trial.

[marcusl2] 19/7/2024 15:14

hepatocellular carcinoma (HCC) is common Liver cancer. Maybe one for Modi-2

[markingtime] 19/7/2024 15:01

Could be Seneca? 10mn shares. Didn't subscribe in the raise as they didn't think it would accelerate monetisation for them. Paid a dividend costing c. £160k last year. 10mn could be a handy stake for someone - but I doubt they have in mind selling just yet.

[chilltime] 19/7/2024 14:21

It’s little to do with moneyweek, the main buyer has been there for a week or more as per trades and market maker data.


MT

Sellers

Seneca capital, no announced dividend so far this year for the ordinary share fund, plus they are low on cash in the fund.
It consists of Scancell and Arecor with 5% or so private companies one of which is nil value.

Scancell is about 70% of the fund and has been the only one where there was volume to sell for previous year dividends.

Professional decent amount buyers, do so via brokers as you know. The first port of call is the shareholder list seeking out willing sellers.

So given Senecas situation I wouldn’t be surprised if they obliged with some, especially in light of the low volumes prior.

The 500k late reports are typical order complete trades reported to the market which are legitimately delayed due to the market size rule.

They do, as you suggest, indicate that someone is accumulating millions of shares.

[marcusl2] 19/7/2024 14:18

PRINCETON, N.J.--(BUSINESS WIRE)--Bristol Myers Squibb (NYSE: BMY) today announced that the European Medicines Agency (EMA) validated its Type II variation application for Opdivo® (nivolumab) plus Yervoy® (ipilimumab) as a potential first-line treatment option for adult patients with unresectable or advanced hepatocellular carcinoma (HCC) who have not received prior systemic therapy.

[marcusl2] 19/7/2024 14:00

Burble

Vaccines and Immunotherapies Online SymposiumToday 12:56

I've just been sent details about the vaccines and immunotherapies online symposium being held on the 26th September. Samantha Paston (Head of Translational Research) is a confirmed speaker with a 20 minute speaking slot entitled 'Updates On The ImmunoBody® DNA Vaccine'.

The brochure says key topic areas covered:

- Modern vaccine technologies - mRNA

- Advances in vaccine delivery systems and routes of administration - LNP delivery

- Addressing vaccine stability and cold chain reduction strategies

- Case studies in vaccine development for cancer and infectious diseases

[markingtime] 19/7/2024 13:12

Definitely an order being worked here. 500,000 clips being swallowed as we move higher. Still absolutely nowhere near fair value, so I'm amazed they can find any sellers.

[markingtime] 19/7/2024 11:19

I've just written to my MP demanding PR. These sort of random outcomes must stop.I see there was a trade of 500,000 and a bunch of trades of 125,000. Looks like some institutional interest might be being worked....

[inanaco] 19/7/2024 10:05

we saw the same glitch on July 4 crowd strike on the conservatives

[markingtime] 19/7/2024 08:49

Just on that point, the RNS system is likely down because of a global outage of many Microsoft systems, especially involving transport for some reason.

[888icb] 19/7/2024 08:43

Someone liked it as the first trade of the day was a 100000 Buy at 12.8p. SCLP currently Up 4.17% on 5 Buy trades. 13p full offer now being paid.

[nigelpm] 19/7/2024 08:30

Since the RNS system is down I checked the website. No news so move related to the moneyweek article.

[markingtime] 19/7/2024 08:27

Nothing new in those buy points, of course. But people trying to get in now are going to struggle to buy decent size. When I first bought a few years ago, it wasn't difficult to buy in 100k clips.....but now you're competing with increasing numbers of buyers for limited amounts of stock. Those who bite the bullet early to get a decent six figure holding will need to pay over the market (hence the move up this morning, I suspect).