Scancell Share Discussion Threads

[rogerbridge] 22/7/2024 12:09

I wonder who is buying.

[inanaco] 22/7/2024 12:03

you have seen how a market reacts to discovery ... Covid gave you the rise of MRNA

but MRNA needs so much support to get the avidity of t cells good enough for cancer

Scancell DNA vaccine ........... has achieved it already MRNA still to get the huge break through with an of the shelf vaccine

and even if they did could they beat an 85% ORR ........

🤷‍a92;️

Scancell really is a no brainer ..

[inanaco] 22/7/2024 11:53

so the next part is to find the most potent t cells

From Wikipedia, the free encyclopedia
A T memory stem cell (TSCM) is a type of long-lived memory T cell with the ability to reconstitute the full diversity of memory and effector T cell subpopulations as well as to maintain their own pool through self-renewal. TSCM represent an intermediate subset between naïve (Tn) and central memory (Tcm) T cells, expressing both naïve T cells markers, such as CD45RA+, CD45RO-, high levels of CD27, CD28, IL-7Rα (CD127), CD62L, and C-C chemokine receptor 7 (CCR7), as well as markers of memory T cells, such as CD95, CD122 (IL-2Rβ), CXCR3, LFA-1.[1][2][3] These cells represent a small fraction of circulating T cells, approximately 2-3%.[1] Like naïve T cells, TSCM cells are found more abundantly in lymph nodes than in the spleen or bone marrow; but in contrast to naïve T cells, TSCM cells are clonally expanded. Similarly to memory T cells, TSCM are able to rapidly proliferate and secrete pro-inflammatory cytokines (IFN-γ, IL-2, and TNF-α) in response to antigen re-exposure, but show higher proliferation potential compared with Tcm cells; their homeostatic turnover is also dependent on IL-7 and IL-15.[2]


TSCM ............ transfected with Modi TCR


well how do u find them ?

Scancell has the tech
SC2811: specific for SSEA4 on human and mouse T cells with stem-like properties – a target for any solid tumour


another industry

[inanaco] 22/7/2024 11:34

so what is this TCR stuff really about

its about making a vaccine for T cells

the vaccine infects the t cell and coverts it to a Modi1 t cell

[inanaco] 22/7/2024 11:31

Lindy is not stupid .. she spent 5 years trying to find the perfect t cell to clone with Modi1

its a grind ......

Not all T cells are the same, the majority dont understand that

as those that Listened to Dr Kim from Inovio found out .....


Huge Losses

[inanaco] 22/7/2024 11:26

to understand ISCIB1 you need to look at T cell residency time

Intravital imaging also delineated three major phases in T cell priming by DCs: in phase 1 (up to 8 hours after entering the LN), motile naïve T cells scan multiple DCs for antigen; in phase 2 (8 to 24 hours), sessile cognate T cell-DC pairs form, which can last for several hours; finally, in phase 3 (24 to 48 hours), activated T cells disengage from DCs, resume their motile behavior, and start proliferating [10]. Largely equivalent findings were reported for CD4+ T cells after vaccination [13]. By targeting antigen to endogenous DCs using a fusion of ovalbumin to an antibody against the DC surface lectin DEC-205 (anti-DEC-OVA) under inflammatory and steady-state conditions, it was later determined that long-term interactions between antigen-specific CD4 T cells and DC is a shared feature of tolerogenic and immunogenic T cell priming [15].

The longer it takes the better the outcome


this is way vaccines vary so much .........

scancells immunobody is superb at this ... this is why we get these Super High Avidity T cells


avidmab does something extra it allows multiple immunobodies to link arms in a non covalent bond creating a cluster with more residency on the dendritic cells it holds the T cell longer still


No other vaccine does this

enters the Dendritic cell as a plasmid generating first signal

then as a plasmid in muscle produces MABS that target the same dendritic cell to give second signal

but now multiple MABS link

the science is genius ..................... and proven

NO RISK

ATB

[chilltime] 22/7/2024 11:13

Yes NPM

Just as a PI pile in interest post positive upcoming data I was thinking £500m to £700m.

In theory it will hit the national headlines if the current data path continues.

So far there is no indication that things are not working, quite the opposite.

If it’s a pharma with a plan buying up what they see as loose cheap shares they won’t be stopping.

40-50 mill can be bought without notification.

[inanaco] 22/7/2024 10:54

Shares in Issue 929.60m
Market Cap. £130.14m
Market Size 30,000
PE Ratio -9.337068
Earnings -1.4994
Dividend 0.00
Yield 0.00%

cheap ?

🤷‍a94;️

[inanaco] 22/7/2024 10:49

we have 7 probabilities running

1/ will Glymab with Genmab escape pre-clinical scrutiny ... lindy said "going well"
2/ second glymab with a $1 million take a look price leading to a deal
3/ SCIB1 with a 90% probability of success
3/ ISCIB already tested in 80 plus with the Covidity Vax being tested in 100% of melanoma patients should work better with high frequency of T cells generated from the same small dosage ....
4/Moditope with PD-1 and doublet PD-1 and CTL-4
5/Moditope again . Modi2 preclinical is more potent than Modi1
6/Moditope CD8
7/Moditope TCR

with so many cancers and so many routes to treat .....

if you tried to plan a development tree ...... you could end up with Nottingham Forest

the Next Plan

how to keep the Sheriff of Nottingham Rachel Jane Reeves out of the Honey pot

for Scancell Patent Box ............. 10% corp tax

for Investors

ISA and Sip ...

[nigelpm] 22/7/2024 10:26

Yes, agree with all that. Needs some data but if it continues to be good then we are talking several hundred million market cap as a starting point.

[chilltime] 22/7/2024 10:18

N

I suspect it has caught out bored PIs who hop around. It’s been a good surge from a level it should not have been at, but still nowhere near where it should be.

A buyer has to start somewhere.

Scib 90% likely to progress, Iscib data awaited which should be better.

It will now be higher than 90% probability.

Trinity well behind the curve (cautious) with a 7.5% chance to market.
That should all change in the updates due.

Clearly things are flying along behind the scenes, data will be known by those seriously interested, like BMS and Merck, we see it later.

It can’t be stopped, such is the nature of the network when dealing with multi-centre trials.

[nigelpm] 22/7/2024 10:05

Which in the the grand scheme of things is pretty trivial - c. £800k

[chilltime] 22/7/2024 09:52

That someone I estimate now has 5-6mill (so far) shares MT, judging by certain broker volumes.

[inanaco] 22/7/2024 09:50

trials never started ... SCIB2 is now ISCIB2

but we also have a cross over ... modi2

[octopus100] 22/7/2024 09:42

Quick question was just doing further research on scancell and its seems that they were looking at SCib2 for lung cancer - does anyone know how far they got or what the outcome was of those trials?

[markingtime] 22/7/2024 09:17

....its just someone trying to accumulate a decent slug before news drops. Clearly the buyer is going on....and understandably so, because when real news emerges it could very easily jump 10p+ higher on the spot.I'd guess the next Trinity piece will materially increase the chances of success with, at least, iSCIB1+ and raise their risked estimates to 50 to 60p. On that basis one would be happy to buy a shedload anywhere under 20p, since that is still at a big discount to the present valuation estimate.

[chilltime] 22/7/2024 09:03

It looks like the 500k buyer is still active, the relevant broker has just put the trade through.

Such trades get reported when complete.

I’m guessing the buyer hasn’t declared how many they want, just repeat 500k trades so far.

[marcusl2] 22/7/2024 08:41

Well we know that we have multiple complete responses. Fantastic in advanced, unresectable melanoma.


Modi-1 as a monotherapy in Ovarian.

Dr David Pinato, Principal Investigator at Imperial College, commented:
“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”.

I am hoping that Modi-1 combined with doublet will make headlines.

[chilltime] 22/7/2024 08:23

As the volume activity and rise is timed bang on where the results of first Iscib scans drop in, no doubt along with some Modi combo scans, it would be nice to know what they are showing.

Some aspects (if positive) may require news as in certain cancers on the modi list, no CPIs are in the market due to lack of efficacy, Modi combined could be a game changer.

[inanaco] 21/7/2024 20:04

""Having just looked up the various FDA accelerated approvals, it seems likely high efficacy levels so far demonstrated would meet various options including early approval whilst phase 3 runs.""

which is why if we hit these high efficacy numbers in a bigger trial

we become ridiculously valuable with the share price ludicrously cheap

18 year patent .............

and we can still treat scib1 failures with Modi1 ....

🕵️205;♂️

[chilltime] 21/7/2024 12:31

Having just looked up the various FDA accelerated approvals, it seems likely high efficacy levels so far demonstrated would meet various options including early approval whilst phase 3 runs.

The i part of iScib is interesting. Lindy did say if you like Scib, you’ll love iscib. No doubt comparable data in preclinical to cause her to state that.

So if its efficacy is high and more potent, I can only wonder how potent. As the 4 furthest down the line on Scib showed 80% plus tumour shrinkage.

Fingers crossed for a more potent impact and a complete response for many.

[marcusl2] 21/7/2024 12:04

The £1 million payment for 7 months exclusivity on that Glymab tells you that Pharma are aware of the competition out there.

My guess would be a very big licensing deal for Immunobody after the iScib+ data appears.

If Modi-1 plus doublet data is very good in H1 2025 then the whole company is bought.

Remember that Avidimab may extend patent lives of blockbuster antibodies too.

SC134 bispecific and SC2811 also have great potential.


What a nice pipeline for one of the majors.

[chilltime] 21/7/2024 11:30

Having posted that, I suppose the unmet need part, conditional approval, is a big add on besides the, so far, stunning efficacy increase.

Unmet need could include (among other things) the ramp up of T cells, which is what it’s all about.

[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