Scancell Share Discussion Threads

[marcusl2] 23/7/2024 21:40

Diakonos Oncology receives FDA fast track designation for pancreatic cancer dendritic cell vaccine




Scancell's unique DNA vaccine approach is to target dendritic cells

[chilltime] 23/7/2024 20:25

And to finish the day off, they have finally reported a 500k trade again.

[the real lozan] 23/7/2024 20:03

An image -
Mrs Lozan has just taken a pic of what we see from one of our 5 lounge windows
An image capturing the REALITY of what and where I am coming from
IF anyone would care to 'see where I am coming from' .... send me a PM with your E mail address and I will reply with the photo

[chilltime] 23/7/2024 16:58

MT

250k buy broken 4 ways about 3ish suggested the buyer was still active.

146k sell 16.29 saw the best sell price of the day, it probably went to the buyer with another 250k buy reported shortly after.

Edit

Putting the recent action into perspective in volume terms.

The last 11 trading days about 17 million shares.

Prior to that 1st May to 9th July is also around 17 million.

Over 2 months worth traded in about 2 weeks.

The buyer I suspect is around 10 mill or more now.

[888icb] 23/7/2024 16:53

There was a sell of 148000 @13.8053p at 16.29 followed by a UT of 20000 @ 14.5p. This has been followed by a 250000 buy @14.1299p. This takes the volume to 1.634 million of which 1,133,542 were Buys.

[chilltime] 23/7/2024 16:53

It feels like the longer term private investors here are surplus to requirements, at the moment while the buyer continues to stock up.

New retail buying? The number of new posters (which tends to point to such action) = zero

[markingtime] 23/7/2024 16:42

....watch for trade at 14.5 at c.17.11....

[rogerbridge] 23/7/2024 16:33

Buyer still adding.

[markingtime] 23/7/2024 16:26

Closing auction might be more interesting than usual today?

[chilltime] 23/7/2024 11:20

Risk

I agree with Inan 99% going to phase 3 registration trial.

Such trials see about a 30% success rate with many on marginal results pre entry.
I suggest if Scancell is seeing 85% responses, the chance of phase 3 success is higher than your average candidate.

99% for me is the reference to Scib as a stand alone product.

It ignores the other platforms which causes some commentators to describe Scancell as a number of separate businesses.

Scib data pending, the “Aha but it’s only 11, only 13” brigade, goes out of the window if the numbers are hit.

Will they be hit.

Lindy has not swayed from 85% in presentations, in knowledge of data known for up to 30, clearly 1 complete response has become a number of complete responses.

We know all those parts.

So the Scib ‘company’; is going along very nicely, with the collection of companies carrying a value far less than a successful Scib.

IScib data started to roll in 2-3 weeks or so ago. Then out of the blue same time a keen buyer appears in months of the doldrums.

IScib is Scib expanded to include more epitopes, and raised in potency through Avidimab

So IScib should be better than Scib with IScib/+ increasing the patient base, no screening.


So it’s just not about Iscib data, response rates, it may show a more aggressive shrinking of tumours and higher response rates.

That proves up Avidimab which if it does what it says on the tin, can transform patent cliff situations for many treatments, giving it a high value.

There is a lot to get excited about.

99% chance of business number 1 materially increasing the share price and attracting majors as partners or buyers.

That aside we are left with potentially very high value other parts, multiples of Scib (Melanoma).

[inanaco] 23/7/2024 11:17

we know your not minted loz .... that requires capital

you also spend most of your days on the left wing of Lozan Towers gobbing off about greed

now you have the perfect Government communists and extremist socialists

[the real lozan] 23/7/2024 11:06

What a delight MT -
To see a hint of humour creeping in.from you...to a share chat forum renowned as the home of bitterbess towards anyone who might not CONform 100% to the "We are MINTED" BS

[inanaco] 23/7/2024 10:53

he has retired from mowing ... its now productive ... producing Hay

coming soon on Amazon

Lozan's Farm

[markingtime] 23/7/2024 10:41

Not sure that playing Dave Djokovic, Novak's distant uncle twice removed, actually counts....even if it is more exciting for you than mowing the lawn diagonally.

[the real lozan] 23/7/2024 09:41

By the way -
Did I tell folks about the time I beat Djokovic at tennis
Tough match, but I did win in the end.

[inanaco] 23/7/2024 09:07

Ruck your posts are getting a Bit "Biden" style ... are you ok ? soon be at 30p and you can retire

[inanaco] 23/7/2024 09:05

you stick with your Risk posting Ruck ....... sit and worry ... you have held for 10 years and all you have done is moan .... as for Credibility "its my job" was the cry you gave us on probability and what a mess you made of that !!

you can all convince yourselves that your understanding of "Risk" .... and how you mitigated risk while holding scancell Bermuda will give you loads of posts on it he sold down



meanwhile the Mad "go all in" says

No Risk (my science posts proven)

with a very quickly growing "ISA Pot" 🤷‍a92;️

[ruckrover] 23/7/2024 08:58

yes i bought Scancell they have not ..I would hazard a guess that you have not made as much money investing in Scancell than Merck have NOT investing in Scancell.

[markingtime] 23/7/2024 08:53

Good post, Ruck. Whilst certainly not riskless, many risks have been mitigated by diversification......but the common thread is that Scancell's products are all aimed at improving the ability of the body's own immune system to target and eliminate cancers. That is, in itself, a risk mitigation by comparison with most of big pharma.And it is, quite possibly, the Holy Grail of cancer treatment.

[inanaco] 23/7/2024 08:48

very soon it will be a maths exercise to get value

current mcap £130m

cost of reg trial £50m

possible early approval

potential sales $1.5b per year

with a very high probability of success

knowing that cost of sales would be an advantage ... you know that the covidity vaccine was competitive with MRNA ... you know that cost about £25

Covidity is the same as SCib1

welcome to my world

Profits x 10

[inanaco] 23/7/2024 08:30

yes i bought Scancell they have not ............ yet

[ruckrover] 23/7/2024 08:22

"Do You know more than Merck and Bristol Myers Ruck ?"

Do you?

[inanaco] 23/7/2024 08:21

Once you accept that buying and holding scancell is a no brainer because they have shown they have activated t cells in the tumor micro environment capable of work

The Industry has spent billions supporting T cells .... and continues in that mode because they now know it works, so what ever they discover and get approved

by default that supports US


Do You know more than Merck and Bristol Myers Ruck ?

[ruckrover] 23/7/2024 08:20

Inan,

It would help your credibility if you acknowledged that there is risk investing in small biotech companies listed on AIM. Some of the main risks (generally) are

Expected trial results do not materialise
Obtaining necessary funding
Share price volatility
Time taken to gain regulatory approval

You could then show how Scancell have de-risked some of these. For example:

We have FOUR distinct platforms (multiple hots on goal)
MODI1 is targeting FOUR cancer types
Results from the original SCIB1 trial were very good (five year survival)
Early indications from the SCOPE trial are positive (85% ORR)
Early data from MODI1 trial promising
Good patent protection across all 4 platform
Revenue received from GenMab and 1 other
Well funded for current trials
Backing of Redmile and Vulpes

The above are all examples of how risk is mitigated.

I think this makes a far more compelling argument and attractive to new investors than the "no risk", "we're minted", "£8 here we come" claptrap, don't you?

[inanaco] 23/7/2024 07:58

I will repeat again ..........

Immunobdy and Moditope have been proven to work !!

No Risk

They have activated the immune system in a way that can see Cancer ...

Now its a case of breaking down the cancers defences against the immune system in a step by step approach to find the sweet spot

the cancer has mutated to escape the immune system

we have to bring that back into balance

Lindy is NOT Inventing the T cell ..............

just making them more efficient at looking for targets


you have never seemed able to understand that ...