Scancell Share Discussion Threads

[marcusl2] 17/10/2024 12:22

RuckRover

New Trinity Delta Update Today 12:21


Key clinical data for the lead cancer vaccines are approaching, with the first readout expected during Q424 for SCIB1 in advanced melanoma. Scancell is aiming to show that SCIB1 can meaningfully improve outcomes for patients, targeting an ambitious >70% response rate (ORR). If this is achieved, this would vastly exceed current 50% ORRs, but is a realistic aim, in our view, given prior SCIB1 data. Results from the improved next-generation iSCIB1+ are expected H125. Assuming positive outcomes, Scancell is well-prepared to rapidly progress to a registrational Phase II/III trial, subject to sufficient finances. Important CPI combination data for Modi-1 in kidney cancer are also expected H125. Commercial prospects for both could be maximised through partnerships, and positive data could catalyse interest and discussions, in our view. Scancell’s antibody platforms, GlyMab and AvidiMab, provide attractive out-licensing opportunities. The current cash runway is into Q325, beyond key clinical data. Our updated Scancell rNPV valuation is £311m, or 33p per share.

[markingtime] 17/10/2024 08:36

Good post. Early approval is certainly the aim.

[marcusl2] 17/10/2024 08:31

Most times vaccines don`t have a great response rate so are judged on overall survival.



With Scancell we ARE seeing great response rates and that usually correlates to good survival.

[miavoce] 17/10/2024 07:38

I think we'll get several announcements:-- 27 responders- recruitment complete- full results

[inanaco] 17/10/2024 07:26

MHRA

will need proof that ORR translates to PFS ....

this trial is doing that ....

[inanaco] 17/10/2024 07:24

The results need to be presented in full because they are the basis for the registrational trial along with the ORR results from Iscib1

the point being we are using this evidence to generate a time point of 6 months for the Blind review

by 2026 we will have a relationship between ORR and PFS generated on 86 patients from the current scope study

the goal is early approval ......... so we can access the $1.5b market

To many are looking for pennies profit rather than looking at that Goal

you will get a probability of success on that registrational trial based on the up coming results

I have already shown you a random arm makes the data more conclusive and the blind review even if they assess the random arm will make no difference to the results when compared to real world setting. Because they are only considering "Shrinkage" a clear visible evidence .... which is NOT based on statistics

Now this upcoming trial, the Phase 2 is BIGGER than the phase 3

They are going for early approval

Let Scancell do its job .....

all about the number you hold

[chillpill] 16/10/2024 19:05

After a period of pause life should get more interesting over the coming weeks and months.
Presumably they will rns when recruitment has been completed.

[sci102] 16/10/2024 12:04

Bye bye Ruck.

[marcusl2] 15/10/2024 17:57

atezolizumab (Tecentriq)

[sci102] 15/10/2024 17:52

I guess your appraisal concluded it's fine for rhe ceo to say thar scib1 is delayed because patients were waiting for iscib1+ (and all the other BS). Do you work for a fund Bermuda?

[miavoce] 15/10/2024 12:44

Octopus100, SCIB1 results are due in Q4

[bermudashorts] 15/10/2024 11:27

Sci102

I understand perfectly well and of course considered appraisal of all aspects of management performance is an important aspect of any investment. Folks can judge for themselves whether that's what we're seeing here.

[octopus100] 15/10/2024 10:52

We are now into Q4 2024 and 2.5 months away from Q1 2025 when should be hearing back on the SCIB and ISCIB results - very exciting times for Scancell.

[sci102] 15/10/2024 10:44

Focus on what Bermuda? Data from a year ago? Give me a break. What IS actually weird is to think that paying attention to management's behaviour and consistency is not relevant to tracking an investment. Especially one where there is very little else to talk about lately. Have a good day.

PS
You are definitely not a biotech science expert and not a business expert since I know for a fact that my views on management consistency, communicatikn clarity and behaviour are valid, yet you don't seem to understand.

What are you actually experienced in? And why are you so secretive about it?

[bermudashorts] 15/10/2024 10:21

Sci102 -

Of all the areas you could focus on you spend your time and effort obsessing about Lindy Durrant - has she offended you somehow when responding to your emails? This latest outrage at the use of the words 'I' and 'she' is utterly bizarre and even if she did write these bios herself, what's the problem? In a male dominated sector she has founded a company and taken it through to IPO and now it's now sitting with a market cap of around £120m employing over 60 staff. Even if Scancell went no further, that's quite an achievement for anyone. Of course she didn't achieve this all on her own but it certainly wouldn't have happened without her or the IP created out of her labs and groups at UoN, so in my book she's entitled to a bit of self-promotion.

[sci102] 15/10/2024 10:13

Making up false motives/excuses for supported arguments tells me all I need to know about you.

[markingtime] 15/10/2024 09:14

No hole here, sunshine.Your envy of Durrant can be spotted from space.Have a lovely day, all.

[sci102] 15/10/2024 09:05

Exact quote by LD:

"She has developed two vaccine platforms..."

The same by S Paston

"Scancell has developed two vaccine platforms..."

To use your example, LD's should be "She led Scancell to..."

And let's not forget the appalling "I'm nearly there"

SCIB was developed with Cancer Research Technologies (drug discovery arm of Cancer Research UK) and then licensed several technologies from universities etc in order to make it happen. Not to mention that developed without the preclin8cal qualifier means clinical development that is outside her area.

But you knew exactly what I was talking about yet you decided to deepen the hole you are in

[sci102] 15/10/2024 09:02

I guess the current market is the true one then. Digging a bigger hole to be in never helped anyone. Also, obviously their NOMAD had no issues with that so what exactly is your point?

[markingtime] 15/10/2024 09:01

We didn't.Literally nobody writes a bio for themselves using the word "we" FFS ... .. apart perhaps from the late Queen.

[markingtime] 15/10/2024 08:59

You are comparing apples with oranges. They haven't started phase 1, so they have no clinical data. But once clinical data starts to be obtained, boards make all their statements based on milestones and final data-sets and the only "running commentary" is made in annual or semi-annual reports.To do otherwise would create a big risk of creating a false market by publishing only part of the full picture. And they will also be firmly guided by their NOMAD on this.

[sci102] 15/10/2024 08:40

Used the word "we" 27 times. Our ceo only uses "I" and "She" (when she submits short bios to conferences). Big giveaway that she cares about no one else other than herself if you ask me.