Scancell Share Discussion Threads

[marcusl2] 25/9/2024 06:44

AvidiMab®
Fc-engineering carries a low immunogenicity risk, similar to Herceptin®

Monoclonal antibodies (mAbs) are a crucial asset for human health and modern medicine, however, the repeated administration of mAbs can be highly immunogenic. Drug immunogenicity manifests in the generation of anti-drug antibodies (ADAs), and some mAbs show immunogenicity in up to 70% of patients. ADAs can alter a drug’s pharmacokinetic and pharmacodynamic properties, reducing drug efficacy. In more severe cases, ADAs can neutralize the drug’s therapeutic effects or cause severe adverse events to the patient.

[inanaco] 25/9/2024 06:10

""So does Avidimab somewhat bridge the gap between mouse model results and clinical trials likely results.""

yes it does

a Mab would work in the mouse but not transfer to Human or when transferred lost its potency with the added advantage that the MABs have non covalent linker, the ability to work together !

scancell created the bridge between Mouse and Human MAB

[chilltime] 25/9/2024 06:03

Over to the scientific type.

The BMS acquired mab targeted tigit on cancer cells, which was a hot topic. The candidate they acquired was doing better than other anti tigit mabs out there but there was a question mark over it humans v the mouse model.

Avidimab is based in some strong mouse ‘residues̵7; which Scancell transfer across into mabs making the mabs more potent.

Glymabs have the avidimab aspect.

So does Avidimab somewhat bridge the gap between mouse model results and clinical trials likely results.

[chilltime] 25/9/2024 05:54

Bms $200m up front ditched antibody.

That was for an antibody working on over expressed targets on cancer cells.

BMS jumped in on the back of the mouse model. The antibody was with a small bio company.

BMS combined the antibody with their products like Nivo, then in August 24 binned it due a change in strategy.

They were in phase 1/2 of NSCLC when they binned it, not due to performance.

Have they seen something better.

[inanaco] 25/9/2024 05:22

what do we know

Blind review panel .... Done

Trial size agreed .... Done

Staff taken on with experience .... Done

GMP manufactured for Phase 3 capacity.... Done

Cash flow sufficient for all current trials ....Sorted

Board room now includes vulpes and Redmile with specialised experience in Phase 3 and is NOT an accountant

Strategic Partnership with PharmaJet .... Done

we are ready to go

somebody said .... Scancell does not have the skill set to run a phase 3

its a different ball game ..... blah blah blah ....

I won't be saying this much longer which will please some

but it really is "all about the number you hold"

by the end of 2026 (blind review) the stock will hit over £8 a share

just to put trial costs into perspective

Scancell has raised about £80m to date

including all development costs etc

we have actually treated approx 260 patients in trial of which the majority are Immunobody

and this is just the start ...........

Modi1 plus Pd-1 with Ctl-4 will be remarkable and in the hardest to treat cancers a completely new ball game

"the T cells work"

i did try to explain this to Crumbs, C7, Knowlesi, Bermuda

I tried to explain No Risk in context and that you should not use Industry failures to compare .... the "Expert Burble and Codswallop Gate" and "Bermuda" well he sold down

but sadly they are "experts" ....

you have one shot at this while the prices are ridiculous ... Don't miss it

[inanaco] 25/9/2024 04:12

whats really interesting about this up coming trial with the Scibs

Its weighted to the phase 2 ... the phase 3 being smaller

we also know that the "blind review" is second scan after fully recruited

bearing in mind the media interest on SCIB1 if moderna is anything to go by it will be read by the masses ... so i don't thinking finding 300 will take long in Three Countries

But what also was said ........ We achieved the same result with Scib1 monotherapy in the adjuvant setting as Moderna's very expensive vaccine with Keytruda

Nigel i think you are missing something ...

once approved how fast will you get an adjuvant approval ?

now you are treating every one ....

the stock market and reality are miles apart

[marcusl2] 24/9/2024 21:44

The approval is based on findings from the phase 2
average cost per patient would come to $166,500


Global SCLC (8MM) forecast to reach $23bn by 2029

SC134 is a Highly Effective T Cell Engager for SCLC, supported
by peer-reviewed publication
Exploring partnering opportunities with strong commercial
interest

[marcusl2] 24/9/2024 21:14

iScib-1 $1.5 billion per annum market

iScib-2 and the Immunobody DNA platform ?

We could be talking a very big deal. Let`s see what happens when the data appears.

[markingtime] 24/9/2024 20:30

Nonsense, Nigel. That is merely a matter of price!!If Scancell were to want to sell their IP for £1, the queue of mega-pharmas would be round the block. If they would sell for £1bn the queue would be rather shorter. But it is up to them to decide price and timing.

[chilltime] 24/9/2024 20:29

Bms deal

Pre clinical with a small bio company

The deal breaks down like this: BMS nabs full rights to the drug and will cough up $200 million right away, with around $1.36 billion in biobucks and royalty sales also on the table.

Funnily enough similar topic to Scancell

TIGIT, or T-cell immunoreceptor with immunoglobulin and ITIM domain, is a promising new target for cancer immunotherapy and is upregulated by immune cells including activated T cells, natural killer cells and regulatory T cells.

[nigelpm] 24/9/2024 20:27

Sure but until we see more data it's complete speculation. I'm not sure posters here are completely getting this. But anyway we'll see.

[chilltime] 24/9/2024 20:25

Here’s one

Merck

$700m up front for a stage 1/2 oncology candidate

Merck is entering the fray by handing Curon the upfront fee and agreeing to pay up to $600 million in milestones tied to development and regulatory approval. In return, the drugmaker has bagged rights to the phase 1/2 candidate CN201.


It was BMS that paid $200m up front for a pre clinical candidate.

So daft figure potential is not so daft


BMS decided not to pursue it, change of strategy.


DNA vaccines like Scancell are thin on the ground hence Scancell is likely the world lead (CFO comment re world lead)

[chilltime] 24/9/2024 20:20

A cash ‘raise’ as you put it could well be the up front for a scib deal.

After all of BMS step up to the mark they own the therapies so it’s much cheaper for them to run a trial.

It was either BMS or another that pit up $200m up front for a pre clinical candidate.

It’s in posts somewhere. I’m not suggesting scib will attract $200m up front, but it is phase 2 evidence not pre clinical.

[nigelpm] 24/9/2024 19:54

The Company has an undisclosed and under-valued option, which is to trade part or all of its assets to companies with hundreds of billions of dollars at their disposal. That option can be exercised at any point.

I would disagree on this point.

We aren't there yet. We may well be in a few weeks/months time but right now it's a matter of how to monetise before the next cash raise is required.

[chilltime] 24/9/2024 17:28

Also noted in that presentation.

The target ORR of 70% was said by another to a superb outcome if achieved.

I wonder what the Oncologist saying that, thinks of 85%.

[chilltime] 24/9/2024 17:25

SCIB2

We mentioned it a few weeks back as starting to make an appearance in some web pages but thought not to be the case

However, it wasn't in the last 2 annual reports or interims, but now it is.



page 8

So it seems Scib2 is muscling it's way forward having been on ice, probably due to the amazing efficacy being seen with Scib1.

Scib 1 data to come as the and as Burble said the shop front is being loaded.


So the conclusion from me is Scib2 is set to feature over the coming year be it up for partnerships etc or whatever.

Scib1 results will be a great advert.

[inanaco] 24/9/2024 15:46

ref Burble ..... the advisor ....

Burble

Posted in: SCLP

Posts: 1,147

Price: 9.85

No Opinion

RE: After AACR . . .11 Apr 2024 14:34
Dracula, I've slowly been averaging down over the years with a drip feed of purchases whenever I've had some spare cash. Still slightly underwater but it's not a crazy amount that it needs to climb to get back into a small profit. I'm hoping to hold out for when it does rise, but I've stopped making any major purchases as I feel there are other opportunities to invest in other companies where the returns will be greater/quicker than locking more money up here.

[marcusl2] 24/9/2024 15:14

SC129 has been validated for Car T now so maybe a deal is coming.

iScib-2 maybe a platform deal for Immunobody.

[marcusl2] 24/9/2024 15:13

Burble

Posts: 1,143

Price: 14.00

No Opinion

RE: RE: Full Year Results Meeting - Can Anyone Update Us?Today 15:29
I couldn't make the call, but have had a skim through the slides. A few things that stand out to me.

Firstly, SCIB1/iSCIB1+ readouts - in the PharmaJet RNS they stated 2024Q4 and 2025Q1 respectively, but this presentation now states 2024Q4 and 2025H1 respectively. Whilst I appreciate Q1 is in H1, this subtle change does give a bit of wiggle room for it to slip a bit.

Glymab exclusivity in ADC/TCB/Radio-immunotherapy - interesting because that may narrow down who the interested party is, interesting that they haven't asked for exclusivity on broader set of modalities.

Participating sites - it's frustrating to see that northern hospitals aren't featured on here. Nothing north of Leeds and nothing in scotland. Wonder whether this is by choice or not.

Finally the really curious one to me:

In the january presentation we were told about how they were focussing their efforts and then there is the list of stages that each product is at. This list shows

- SCIB1/iSCIB1+

- Modi-1

- Modi-2

- SC134

- Glymab

- Avidimab

Yet in this presentation we see two additions to this list

- iSCIB-2

- SC129.

The antibody, I can understand because previously this would have been covered by the broad term glymabs. But why has iSCIB-2 suddenly made a reappearance? It's also interesting that slide 5 of the presentation focusses on the real nuts and bolts of the immunobody platform - specifically highlighting the APC targetting, the off the shelf, the needle free, low toxicity and the customisable nature of the immunobody platform. This strikes me as them really putting the goods in the window. When SCIB1/iSCIB1+ read out, they've already got the window dressing done and potential partners/interested parties will suddenly wake up to the idea that this isn't a one hit wonder, it's a platform technology which could as has previously been said 'fill the oncology pipeline of any biotech/pharma'

Any one else have any further thoughts?

[markingtime] 24/9/2024 14:08

A simple accountants view isn't correct here, for a very simple reason:The Company has an undisclosed and under-valued option, which is to trade part or all of its assets to companies with hundreds of billions of dollars at their disposal. That option can be exercised at any point.And I believe very strongly that, if such an option was exercised, it would show the value of the company is well above the stock market's current assessment.You may say "why don't they just buy the shares?" And the answer is that there is a different price for full control of the assets.The deal (already fully negotiated) for one of the antibodies, should be very interesting if it passes the six month assessment - as, clearly, the company expects it will.

[phoenixs] 24/9/2024 14:07

I am greatly encouraged by today’s report.
The board appear to be extremely confident about the way the trials and business are progressing
Looking forward, even if one of Modi1, SCIb1 or iScib1+ is successful in their ongoing trials, there will be a queue of funds willing to put money up for stage 2/3 trials.
Also the Glymab portfolio appears to be going along very well.
All in all very happy today.

[inanaco] 24/9/2024 13:59

Don't forget Chill Modi1 with single check point is treating failed patients 1st and second stage

with doublet we are first stage !!!

[nigelpm] 24/9/2024 13:37

From a simple finance perspective jak is absolutely right. The hope equity holders have here is that the science can be proved up before oblivion.

[marcusl2] 24/9/2024 13:35

Yes, I am super confident and excited. People should not worry about the share price as at some stage, probably after data and deals, the penny will drop with the wider investment community.

iSCIB2 Multiple solid tumours

Modi-2 Multiple solid tumours

[chilltime] 24/9/2024 13:21

Marcus

For the fools that can't see or take the time to understand the data and prospects. that's their issue.

It's been a long road but it really is looking like a breakout oncology company that will see huge investor interest over the coming months as eye-catching news breaks cover.