Scancell Share Discussion Threads

[inanaco] 27/10/2024 22:07

All about the number you hold ....

its not going "down" on great data ! and Glymab deals in 2024

then Iscib

then Modify

before any talk of Cash

[nigelpm] 27/10/2024 21:40

Your last line exactly my point - "it all depends" not "we don't expect to be there"

[dominiccummings] 27/10/2024 21:38

I was there and thought the 'mood music' was excellent. I don't know to what you can be referring?
I do think thatLindy and co. were 'balanced' about the cash runway to Q3 25 not being as definately funded by sales as some have suggested. I thought they were very honest. (Not the exact words but meaning:)"We don't expect to raise cash but it all depends not only on sales and expected income, but also on the exact dates on which the income falls in practice".

[nigelpm] 27/10/2024 21:15

It’s obviously nailed on that excellent data is coming re Scib1 and any day now.

The number of times I've heard that over the past 24 years of investing!

I really don't think it's either nailed on or likely to come soon. The mood music out of the AGM wasn't overly promising for me but as ever we'll see. I prefer to remain objective here albeit I do like the risk:reward.

[inanaco] 27/10/2024 17:58

Kamal Ahmed

Welcome to the reign of Queen Reeves, the domestic Prime Minister
The Chancellor’s Budget is a high wire act. If it fails, she won’t last much longer than Lady Jane Grey



excellent piece

[inanaco] 27/10/2024 16:29

Redmiles Board member ....

Florian holds a BA (hons) in Physiology from Oxford University, as well as a medical degree from Imperial College London School of Medicine.


Vulpes have there own "tech" support

pretty well everybody on Scancell Board is "medically proficient"


Science at the Forefront ....

[inanaco] 27/10/2024 14:52

scancell will not sell early unless its "very tempting"

[chilltime] 27/10/2024 14:42

It’s obviously nailed on that excellent data is coming re Scib1 and any day now.

I think take over of the whole company or individual platforms is highly likely on the back of good data.

Scancell are in a niche approach and are most likely the world lead in their type of therapies.

Interesting times ahead.

[inanaco] 27/10/2024 11:32

Scancell has the technology to discover Neo Antigens for its CD4 Killer T cells and indeed CD8 as well

it has the proven technology to deliver vaccines

it has the proven technology to discover Glymab

and it has the capacity to study the TME

there is no problem with direction

its just how fast and how big you want to get as a company ...

and which way you go about it ...

[inanaco] 27/10/2024 11:24

this is why Scancell allow evaluation ....

there own scientist sell to management

simple and it works

vuples apply the same rule

scientists take a look before they invest

[inanaco] 27/10/2024 11:21

If big Pharma was "salesman driven" ... to take on products for further investment

you can sell them "snake oil"

its all about the science not the salesman

[inanaco] 27/10/2024 11:17

MT

If you can generate the most effective t cells ... you will always beat the competition

head to head

of the shelf cheap to manufacture will always beat personal vaccines even if they are slightly better

this is why Doctors try to prescribe OFF patent first ...cost

if they can treat 85% with off the shelf and only 15% with personal vaccine that is the way they will go

ATB

[inanaco] 27/10/2024 11:06

well it is all proven ... ref t cells

what your doing now is proving you can control the TME in different cancers so that those T cells are at the most effective Point ...

that with SCIB1 and immunbody is looking at Self Antigens from the target cancer

Modi1 is looking at Neo Antigens generated by the cancer

from a commercial point of view ...

Hardest to treat cancers and biggest market is the obvious choice

as that contains the lowest level of standard of care to treat

which you have to improve upon ....

again Science makes the discussion which is why our new CEO has a PHD in molecular biology

[markingtime] 27/10/2024 10:54

According to you it is all proven. So working out how best to turn the science into cash is the key requirement.

[inanaco] 27/10/2024 10:42

agreed MT but you need to sell something ........... which can only be the science

accountants can stifle innovation

yet innovation is the cornerstone of wealth creation

what lindy does is gets the basics Right

generates proven T cells ...

with that you can do anything

[markingtime] 27/10/2024 10:37

The over-riding point to note from the AGM is that the recent joiners were all enthused by the range of strategic options available to take the company forward. And they were particularly focused on the commercial opportunities (not purely the science, as LD tends to be). With the skillsets of the recent arrivals, and the Board representation for the two largest investors, they have every prospects of picking the optimal path forward for shareholders.

[inanaco] 27/10/2024 10:25

so if you think scib1 even now is "risky" .... with a forecast probability of 90%

enormous expansion of Scancell to deal with that efficacy

the bulk manufacture of a vaccine suitable for phase 3

Lindy now concentrating just on the science

coupled with Modi1 increasing PFS ...

a Huge expansion is coming ... far bigger than the drivel Ivy puts out on Dilution

as explained all scancell has to do

Prove CD4 T cells can Kill ............. DONE

and High Avidity T cells work against solid cancers ............... DONE

now concentrate on the TME

vaccine plus checkpoint

[marcusl2] 27/10/2024 09:56

Scancell will be entering a registration trial phase II/III with what may look like a product that will beat Moderna`s hands down in Melanoma. iscib can be expanded.
That is just Scib-1 of course.

Maybe Big Pharma will want the full Immunobody platform?

We will leave the rest of the pipeline to another conversation.

[marcusl2] 27/10/2024 09:43

Here is one to ponder. What kind of deals might Scancell achieve when the data arrives?

In 2016 Moderna was pre-clinical when Merck paid $200m upfront and then $250 to exercise the option.

The original agreement saw Moderna leading the R&D efforts through the proof-of-concept stage, with Merck then having the right to enter into a 50/50 partnership. In 2022, Merck paid $250 million to exercise this option, and the two companies are now jointly developing mRNA-4157 (V940), sharing costs and potential profits equally.





2020 $19
2021 $430
now $55
In December 2018, Moderna became a public company via the largest initial public offering of a biotechnology company in history, raising $621 million by selling 27 million shares at $23 per share

Mkt cap 20.41B

Cash on Hand as of June 2024 : £6.55 Billion

[sci102] 27/10/2024 09:12

So the results from nov 2023 are banked?
Because the argument back then was that we need an update also to know how those 13 patients are progressing and if ORR is maintained on those patients.

You and everyone else said that results are banked.

[inanaco] 27/10/2024 09:04

i see SC102 is making a clown of himself again its just trivia stuff he posts on

example on ORR

the registrational trial will take a blind snap shot at 6 months treatment and report when the last patient has been treated for that length of time ...

a fixed time point view gives you ORR

now you can do that at any time ... 12 months 2 years and have a variable time ORR but why would you need to do that ... ?

because you then fall into PFS and OS these are the gold standards for approval

but the 6 month ORR ............... can you show it translates to PFS and OS ??

i have no idea what he is trying to do with his posts

Bermuda Has it correct

[inanaco] 26/10/2024 20:32

December for current Glymab deals announced one way or the other

[plasybryn] 26/10/2024 20:23

I really struggled to hear it and I discern anything that new. I'm telling myself i've got to give it another year to feel we have concrete developments. The management of cash out till Q3 2025 will focus minds and result in significant strategic steps hopefully supported by meaningful data. Please correct me if meaningful things will happen sooner.

[inanaco] 26/10/2024 18:35

well over the next 8 weeks approx ... data data data ... deals

we wish you a Merry Xmas

Lindy Durrant CSO