Scancell Share Discussion Threads

[gazza] 29/10/2024 07:19

"Scancell is telling you we could have actual sales of $1.5 billion per year"Wrong again I'm afraid. The MARKET value is $1.5B. Scancell will get between 10 and 20% royalty payments on that. Alternatively, Scancell could go it alone but there would need to be massive dilution in order to raise the required funds to do so.Take your pick...

[inanaco] 29/10/2024 07:13

what strange mate is this

i predict retail value of SCIB1 at $90,000 treatment

Scancell then predicted at $100,000

you keep telling us the share at best £2 to £4

Scancell is telling you we could have actual sales of $1.5 billion per year

what you are saying is if the rental income of a house is £20000 per year

its capital value is at best 2 to 4 times earnings

you clearly have no idea about making money !!

[gazza] 29/10/2024 07:06

"and that i am afraid is what the majority do not get !"No, wrong again - we all get it, the patents, the brilliant science, t-cells etc etc. The only thing some of don't get is how you get to the numeric value of £8, something you have managed to evade for many years.

[inanaco] 29/10/2024 07:06

Spontaneous recovery of a melanoma cancer patient a very rare event

self made High Avidity t cell against a weak self antigen

in effect that patient had autoimmune disease

with the the t cells identified =

High Avidity against Tpr2 and Gp100


can you recreate that environment

how do you get a High Avidity if your body deletes them at birth ?

Lindy worked it out

and I understood it

Game on

[inanaco] 29/10/2024 06:59

sounds like a speech Starmer would give ....

History suggest that those that hold Patents which are proven make the money

and the serious way to make money

Find the Patents before they are proven

Immunobody

Moditope

Glymab

Avidmab

Diverse ! and different vintage

developed in an ecosystem of Brilliance

and the beauty of Scancell

its vintage goes back millions of years

T Cells

Antibodies

and that i am afraid is what the majority do not get !

[gazza] 28/10/2024 19:30

Marcus, thanks. A bit long winded but some sound advice buried amongst it:"Instead, experience and history suggest that building balanced and diverse venture portfolios is the key to generating returns across different vintages – and for investing in a sustainable innovation ecosystem."

[marcusl2] 28/10/2024 15:39

Biotech Risk Cycles: Assets And Platforms
Posted October 28th, 2024

But there’s a point where the pendulum between assets and platforms has swung too far, and we might be reaching it.

For those of us with a few decades under our belts, we know it will swing back: high risk, high innovation deals will be back

[marcusl2] 28/10/2024 13:06

Good news then Inan.

[inanaco] 28/10/2024 13:00

you can marcus because scancell is still screening to get that comparison

They have said they are only taking the scib1 patients criteria for the last ISCIB1 patients

[marcusl2] 28/10/2024 11:51

True Mia but they had a big pipeline and could maybe have tried it on a new one.

They were taken over by Pfizer before a deal could have been done.

[miavoce] 28/10/2024 11:38

Hi Marcus, I suspect that it was the Seagen product that LD was referring to when she said that there is a reluctance to introduce Avidimab into trials that are already underway (the Seagen product was already in Phase 2 when Scancell engineered Avidimab into it)

[marcusl2] 28/10/2024 11:09

Unfortunately iScib+ has additional epitopes so I presume that we can`t judge how much advantage(or not) Avidimab gives?

[marcusl2] 28/10/2024 11:07

They will not turn down a great deal when the data drops in H1 2025.

The best comparison we have for an Antibody with and without Avidimab was the Seagen one. They were bought by Pfizer, Merck was also bidding. I wonder if Seagen may have licensed it?




•iSEA-CD40G1 (Fc-engineered AvidiMab® technology) formed Fc-Fc self association upon
CD40 binding and form oligomers
•iSEA-CD40G1 displayed improved functional affinity over parental SEA-CD40G1.
• iSEA-CD40G1 exhibited superior B cell proliferative capability, compared to SEA-CD40.
•Overall, Fc-engineered AvidiMab® iSEA-CD40 clusters independent of Fc gamma
receptors ((FcγRs) and therefore increases avidity for functional outcome.

[chilltime] 28/10/2024 10:35

Same here Inan.

It’s rare to see a bio type share on AIM on the genuine cusp of something big.

Yes phase 2/3 results down the line but the move to phase 3 with such potentially large efficacy gains makes success likely.

About 30% get through phase 3 but many of those will have been marginal phase 2’s

If Iscib is going along the same path, then in practical terms it’s 65 plus patients, 5 times the earlier data

Scancell know what there are seeing re data and they will have based their strategy on that. They clearly have a lot of interest and potential partners. Some of which are heading to patent cliffs in Melanoma.

[inanaco] 28/10/2024 09:32

I don't worry about the share price Chill ....

it will catch up at some point and the share price does not negotiate deals so ...

those that think there holding as monetary rather than you are holding a % of scancell

never win they can only chase tails ... because they never know what tomorrow will bring

but bleat like little sheep but always after the event

this is the second time now that a rise has been curtailed by Calculas

[inanaco] 28/10/2024 09:26

i suspect its more the case do they want to spend to improve outcomes or are not prepared to spend unless forced by patent loss

But a Scancell fully funded could take a MAB thats lost patent

and apply avidmab

[chilltime] 28/10/2024 09:25

Yes but on others he’s invested in suddenly negativity can evaporate when in some the company is clearly not honest.

EG a quick look on one where he says funding not needed for 8 months contravening others, and the obvious and discount funding came in weeks.

Yet here with facts so far of 80% plus ORR which has stunned the sector (US presentation) clear evidence indicating data is running at an ORR of 80% plus. Cash runway going to be extended by payments shortly and it’s chin rubbing not so sure etc.

Just all about understanding motives, personality type.

Scancell have stated their strategy, focus currently Scib and modi, others on the back burner, looking to those too via various means to fund phase 1 trials of the pipeline.

The share price is behind where it should be based on the prospects.
The suspicions were explained back where the 500k trades appeared, chief suspect Calculus (it’s all there in historic posts).

Suspected off market one to another going on but the point of it takes time for the info to spill through. Added to Calculus is the estate selling. Pointed out now SI trades noted which is the sometimes called dark pool.

That’s why the share price flounders in the teens.

The data news is big, that will attract coverage of Scancell and investors.

Once the supply dries up, it’s off and running.

Crazy imo to be an intended long term holder now but hopping in and out, if anyone is doing that.

They have material interest from various companies with jostling to get sc134 it seems.

[inanaco] 28/10/2024 09:23

They are DNA vaccines that encode a protein in the form of an antibody, but the parts of the antibody that would normally bind to the target protein are replaced with epitopes from a cancer antigen.

[inanaco] 28/10/2024 09:18

Burble how is it you manage to turn AVIDMAB into a failure ??????????????

what a ridiculous post

if the modification has been proven by ISCIB1 and COVID

why adding the modification to an approved MAB would suddenly make it fail ?

you do understand that the Covid and Scib1 vaccines are MAB's



AvidiMab

I asked a question about this too, interestingly they are struggling to get traction on this due to the fact people don't want to re-do work to generate data to prove it's improving things. It made complete sense to me why an org may not want to include something extra in their mAb design - especially given how high drug development failure rates are! 1/2

[inanaco] 28/10/2024 08:58

as the Shadow of Rachel starts casting a dark spot on the horizon the beginning of the eclipse .....

The Count Down begins .....

[inanaco] 28/10/2024 08:46

Nigel has given No basis for negativity

its just the ultimate alternative view of saying nothing ...

[chilltime] 28/10/2024 08:15

It’s an observation with a question.

EG you posted at some point about data concerns along the lines of not performing.

That against 5 key staff arriving, a world expert panel set up to ensure the best route on the phase 2/3 registration trial. A trial that only goes ahead if endpoints are met. Scancell have the data and state they are moving towards the registration trial, so the data must be good.

Those are the facts, you say you work from facts.

The only point to oppose that is Scancell could be entirely making it up, appointments and panel just to kid us all. Phil the new Ceo must have fallen for it too.

What you say is at odds with the information put out.

They still say data Q4 and will only have 32 patient scan data to work from with 27 ORR needed. Which means it’s on the same performance level as 11 of 13.

[nigelpm] 28/10/2024 07:41

chilltime - I'm realistic - it says more about you as person that you immediately seek to become personal than engage in the debate about the company.

[chilltime] 28/10/2024 07:27

Nigel

Once again you are the most negative on the forum when feedback I’m getting is the polar opposite, highly encouraging

Are you just the woe betide life negative type or a, subtle posting manipulative trader?

It’s one of those two.