Scancell Share Discussion Threads

[bermudashorts] 15/10/2024 08:30

Excellent communication - Michael Schmainda showing how it can be done if you value your shareholders enough to put in the effort.

[marcusl2] 15/10/2024 06:03

Ya, I was in Grumpy form.

Much of Biontech`s valuation is because of their huge cash pile of €16.9 billion.

Scancell has treated quite a number of patients, Covidity, the origional Scib trial.

They have followed up patients for 5 years.

More recently we have the Scib/iScib and Modi-1 trials.

All safe AND THEY DO WORK.

Off the shelf, cheap, huge market.

That is very rare and Big Pharma is watching as we know.

Silly to underestimate what this could be worth.



Covidity;
Chief Executive Officer Lindy Durrant said: "The success of a human trial demonstrating that an AvidiMab modified DNA vaccine, delivered via a needle free injection, can induce both T cell and antibody responses, with no safety concerns, is a pivotal proof point for Scancell's clinical strategy.

iScib+ next
Modi-1 plus doublet

[nigelpm] 14/10/2024 22:05

Filtering for different views is a dangerous game. I'd also caution that most people who have filtered me over two decades have almost always been active on shares that went bust.

[inanaco] 14/10/2024 21:10

you see Nigel its dead easy ............

just ask Al the right question


AI Overview
Learn more
…
Yes, high avidity T cells can kill cancer cells:
T cell avidity
T cell avidity is the strength of the interaction between a T cell and a cancer cell.
Cancer immunotherapy
The goal of cancer immunotherapy is to stimulate the immune system to create high-avidity T cells that can kill tumors.
Clinical trials
Clinical trials have shown that high-avidity T cells are more effective at eliminating lung metastases than low-avidity T cells

[inanaco] 14/10/2024 21:02

the first question you need to answer ....

Do you agree with Al ?

AI Overview
Learn more
…
Yes, T cells are proven killers of infected and diseased cells:
Cytotoxic T cells
Also known as killer T cells, these cells are part of the adaptive immune response and are highly effective at destroying infected or cancerous cells without harming healthy cells.
Helper T cells
These cells are essential for almost all adaptive immune responses, including activating cytotoxic T cells to kill infected cells.

[inanaco] 14/10/2024 20:58

Nigel what are we actually testing ?

[nigelpm] 14/10/2024 20:30

As ruck notes - they haven't been shown to work across the trial yet let alone elsewhere.

They have been shown useful in a very small number of individuals.

Promising and positive but it's a huge leap of faith to the conclusion "they work".

[marcusl2] 14/10/2024 19:52

I can see £5 billion depending on data and the types and timing of deals.

The vaccines are platforms and off the shelf. They work and are safe. Glymabs are unique, again a platform plus Avidimab.

Watch this space.

[nigelpm] 14/10/2024 18:00

£22bn is for the birds.

Certainly a chance of £1 if everything came off well and funding got sorted but it really would need everything to go well.

[ruckrover] 14/10/2024 17:24

"soon be as big as BioNtech"That's a market cap of 22B GBP or 22GBP per share.Any numbers to back that up?

[ruckrover] 14/10/2024 17:16

" after all our vaccine works"That's what the trial is trying to determine. Maybe we will know more tomorrow.

[inanaco] 14/10/2024 17:11

soon be as big as BioNtech .... after all our vaccine works

[marcusl2] 14/10/2024 16:36

If you do the maths then iScib-1 in a registration trial, Modi-1 plus doublet with excellent data H1 2025, more Glymab and Avidimab deals.

Maybe some people will start thinking a £5 takeover would be a bargain?

[marcusl2] 14/10/2024 16:25

I know it`s Apples and Oranges but a phase 3 ready asset with projected sales of $1.5 billion is the main asset.

Scib-1 initial market is $1.5b but the Immunobody platform is much bigger.

Add on the Glymabs, Moditope and Avidimab platforms.

💥 Longboard Pharma being acquired for $2.6 billion

[the real lozan] 14/10/2024 16:22

I wonder if there are still folks under the impression that the 'medical world' is 'squeeky clean'
Along with the odd 'science world' is in no way subject to claiming and producing figures, that 'the science is proven'

[inanaco] 14/10/2024 15:53

well another one ....

Transgene’s therapeutic cancer vaccine candidate has failed a mid-stage test in certain HPV-driven cancers, sending its shares down around 14% Monday morning.

The French biotech’s TG4001 plus Merck KGaA’s PD-L1 drug Bavencio did not meet the progression-free survival primary endpoint versus Bavencio alone in a Phase 2 study in people with recurrent or metastatic HPV16-positive cervical and anogenital cancers, according to a Monday release.


Alessandro Riva
But a planned subgroup analysis in patients with cervical cancer showed a positive efficacy trend in favor of the treatment cohort, the company said. Transgene CEO Alessandro Riva added it would run a “rigorous analysis” of the data before deciding if there’s a path forward for TG4001 in cervical cancer, taking into account the “evolving treatment landscape.”

In March, Transgene announced it had completed the trial’s enrollment with 86 patients. The company plans to present the full data at an upcoming scientific conference.

[markingtime] 14/10/2024 12:02

Can't argue with that.....:-)

[marcusl2] 14/10/2024 10:34

Transgene’s therapeutic vaccine candidate TG4001 has flunked a phase 2 solid tumor trial.

[ruckrover] 14/10/2024 09:59

In Q4 yes but only 3 in October!

[sci102] 14/10/2024 09:59

Wrong thread Ivy.

And by the way, it would have been FAR easier to pick a much more favourable combination of date/issued shares/sp to make my point (lower historical mcap than in my example) than the other way around (higher historical mcap than in my example)

[ivyspivey] 14/10/2024 09:57

Morning whilst I don’t agree with everything SCI says his point about the market cap is correct.There has been great progress but all SH are worried about is the share price which has been poor.
Science has been first class butb equally important commercial side has sub standard and we need to acknowledege that

[sci102] 14/10/2024 09:42

Jan 2013 with about 194,500,000 shares issued (pps 39p) market cap was 75M, it is now 125M (>60% up). It isn't that the business has not progressed and that this is not reflected in the value of the company. It's that individual shareholders get shafted in the process.

[markingtime] 14/10/2024 09:22

There are quite a few Tuesdays to come in Q4.....and I think it is still a bit early.But, re Redmile etc, it is clear from the pattern of hirings, presentations, board changes, advisor upgrades etc that they are gearing up for major news and significant corporate events.....no matter how much it irritates the sacked bloke in his cupboard.Those who have bet heavily on personalised MRNA vaccines have plenty to worry about, especially as the bottomless funding pit of the NHS may come to an end as Wes Streeting stops Moderna et al taking the UK taxpayer and patients for an expensive and rather ineffective ride.