Scancell Share Discussion Threads

[miavoce] 13/11/2024 07:46

Clearly Sclp will not be selling at this price (cost price) - if they did so it would take years to recoup their investment, let alone make a profit.

[gazza] 13/11/2024 00:15

Marcus, He says £100-1,500 per patient. I read that as cost to the patient. That won't add up to a £1.5B market.

[marcusl2] 12/11/2024 22:55

At the AGM I think Scancell reckons they can get 100k + for our vaccine.

Cheap to produce so a huge profit margin.

[gazza] 12/11/2024 21:27

"what i did not say ... we can make cancer vaccines for a chicken"Why would it work in ducks and hamsters but not chickens?

[nigelpm] 12/11/2024 20:46

He's not going to put any cats out of the bag! Will need to wait till late January I suspect.

[inanaco] 12/11/2024 19:55

your surmising .... rather than understanding that Moditope has potential in many cancers


The findings of this pilot study indicate that histone H3 deimination (CitH3) was strongly detected in almost all of the animal cancers assessed,


not only that ""what is the Scope of Moditope"" was the title ...

what i did not say ... we can make cancer vaccines for a chicken

only you would see that as a market

[gazza] 12/11/2024 19:31

Inan, "what is the Scope of Moditope ............ why all the fuss ?""Cancers were selected from a range of vertebrate species: horse, cow, reindeer, sheep, pig, dog, cat, rabbit, mink, hamster, parrot, and duck."Are you envisaging the market for immunotherapy in these animals to be substantial then? I wonder why TD haven't taken it into account in their valuations?

[marcusl2] 12/11/2024 16:55

Roche’s cancer business is anchored by the PD-L1 blocker Tecentriq (atezolizumab), which is approved for several indications including urothelial carcinoma and non-small cell lung cancer (NSCLC). In the third quarter, Tecentriq surged 10% year-on-year to bring in $1.06 billion. In September 2024, Tecentriq scored a win over Merck’s blockbuster cancer therapy Keytruda (pembrolizumab) when it won the first FDA approval for a subcutaneous PD-L1 antagonist in the U.S.



The ex vivo SC134-TCB tumor controlling activity translated into an effective in vivo anti-DMS79 tumor therapy, resulting in 100% tumor-free survival in a human peripheral blood mononuclear cell admixed setting and 40% overall survival (55% tumor growth inhibition) with systemically administered human peripheral blood mononuclear cells. Combination treatment with atezolizumab further enhanced survival and tumor growth inhibition (up to 73%). A 10-fold SC134-TCB dose reduction maintained the strong in vivo antitumor impact, translating into 70% overall survival (P < 0.0001).

[inanaco] 12/11/2024 15:32

what is the Scope of Moditope ............ why all the fuss ? well lets take a look at other species .... PADS and citrullination

this is why it has so much potential



The current study explored peptidylarginine deiminase (PAD) isozyme protein detection and the presence of deiminated/citrullinated protein products in a range of cancers across the animal kingdom. The cancers chosen for this pilot analysis included mammary, kidney, lung, testicular, neuroendocrine, and anaplastic cancers; papilloma, lymphoma and granulosa cell tumour; from a range of vertebrate species. The findings of this pilot study indicate that histone H3 deimination (CitH3) was strongly detected in almost all of the animal cancers assessed, pan-deimination detection as assessed by F95 reactivity was overall lower, and staining intensity of the five PAD isozymes varied between cancer types, with PAD2 and PAD3 being the most prominent isozymes across the specimens assessed.


Moditope

Histone H3 deimination, also known as histone citrullination, is a post-translational modification that converts histone arginine to citrulline. This process is catalyzed by peptidylarginine deiminases (PADIs), a family of enzymes that includes PAD1, PAD2, PAD3, PAD4, and PAD6.

[inanaco] 12/11/2024 14:19

AstraZeneca puts £650m UK investment ‘on hold’ in stand-off with ministers
AstraZeneca has put a £650m investment in Britain “on hold” in a stand-off with ministers.

The drugs giant told the Telegraph that proposals to build a new vaccine factory in Liverpool and to upgrade research labs in Cambridge had been paused as it held conversations with the Government about potential “incentives221;.

The pharmaceutical giant said ion March that it will spend £450m on vaccine production in Speke, Liverpool, building a new green factory which will be powered by renewable energy.

It said it plans to invest a further £200m on expanding its presence at its life sciences cluster in Cambridge, with a new facility next to its existing research labs.

However, on Tuesday it confirmed the plans have been delayed.

Asked about the plans by the Telegraph, chief financial officer Aradhana Sarin said: “We’re still in discussions with the government to figure out what type of incentives there may be.

“So we don’t have anything new to report at this time.”

telegraph

[chilltime] 12/11/2024 13:27

MT

A big part of his job is going to be to help many more people spot Scancell.


Well his network is extensive, he was 12 years with Cancer UK for starters, he is widely known in this sector.

I imagine he's having some good time off before firing on all cylinders next week.

No doubt he'll update his LinkedIn profile with number wishing him well in his new role.

samples

Congrats on all the milestones achieved!! Let me know when you are permanently back in the UK and we can grab coffee in London. All the best for your next chapter!

Julie Rahman

Healthcare Investor | Non-Executive Director | Strategist | Entrepreneur | Leadership Advisor | Lifelong Learner | Harvard Business School and MIT alum

non exec

Octopus Titan VCT Plc, managed by Octopus Ventures, is UK’s largest venture capital trust with c. £900 million under management



Michael Salako PhD MBA

Venture Capital Investor | Life Sciences & Healthcare



Investment Director
Feb 2021 - Present · 3 yrs 10 mo

Start Codon is an early-stage GP-LP venture capital fund and venture builder, which focuses on supporting highly disruptive, translational life science and healthcare platform companies,


Fantastic achievement Phil and I'm excited to see what comes next.

[chilltime] 12/11/2024 13:08

I've watched unloved shares before, one for 10 years, and pretty much bumped along, confusing as to why the market didn't like it.


I got bored waiting, as did others I know, it started to take off randomly, with big moves so naturally you wait for your retrace, which it eventually did over 2 years later at about 35 times the entry price I could have been in at.

The nutters arrived it just kept going, most prices after that were crazy entry points.

It's not the only example but some have gone a billion, multi billion and back on sod all revenue, just investor interest on a hot topic.

Scancell..... will it get the crazy lot in, who knows, but with majors in talks, I have currently absolutely no intention of being out trading for a penny or two attempted gain.


So when some say, no way will it be £8, then many have gone well beyond the equivalent of that in senseless buying, with less than the potential of Scancell.

So I'm not going to mock it, as some shares have gone 5 to 10 times the price that I thought was a totally insane point.

Some just follow the money. maths doesn't come into it. EG Tesla $1 trillion MC.

We'll see what happens, sensible climbs on good news, or pent up sidelines ready to buy, which triggers the crazy crew.

[markingtime] 12/11/2024 13:02

"How did they spot Scancell in the first place?"............that is an interesting question, not least because it is almost word for word the question that Phil, the new CEO, asked me when chatting at the AGM. I told him how I spotted it (which was basically happenstance).A big part of his job is going to be to help many more people spot Scancell.

[chilltime] 12/11/2024 12:40

Bermuda

At times it's to encourage people to look for themselves and they might spot things some of don't or have search options not known to others EG the patent journal you mentioned a while back, I didn't know that existed.

Richard Sneller is one and has been mentioned on here before. He does at times invest big in small caps. I've mentioned him twice before on here 18th Oct and 8th Nov.

As for the US it's just an X follower clearly an investor Trader$lave with 3,500 followers many of which also appear to be traders/investors. He follows some bios

Wayne (US) 1750 followers investor/trader, followed by biotech2k an investor with 24k followers.

The Phil well-wishers were put in a link, some are fund managers types or investors

It's up to people to read the links or twiddle thumbs.


So you can probably appreciate if Scancell starts putting out stellar news and it hits the media, those following could buy (if not already) and start pumping it to essentially 10's of 1000's of others, such is the nature of social media.

A click of a few buttons by those and 100's of 1000's become aware of Scancell.

Why are they following, how did they spot Scancell in the first place?

So past performance, penny up penny down trickle up and down is no indictator for the when the crazy crew start. Scancell is quiet share, low volume.

I've seen shares go Multi billion way over their near term potential and back, that's what nuts does.

Is Scancell to be nutty share price move share, I have no idea, but it certainly has the potential, with the ingredients to back it up and a small cap market hungry for a good mover.



So I took all the above into account when saying 45p,a mix of those things, but if the nuts crew get busy Moljen is the winner.

[chilltime] 12/11/2024 12:13

Ivy

If you are going to quote me, and make a comment on it, could you be accurate please.

You said

When you make comments like on paper SCLP could destroy Merck, Moderna and BioNTech.

No that's not what I said, it quite clearly relates to melanoma trials in play not destruction of the companies, as could be interpreted from your post.

All of those points of which Lindy pointed out at the AGM, Scib1 as a post resection treatment PFS as demonstrated in the Scib1 mono v the trial personalised combo which is far more expensive and more toxic (Moderna Merck).

Biontech looking at 50% ORR focusing on less toxicity v BMS not efficacy increases.

So regardless of my skills it was stated by Lindy on all points.


Merck/Moderna is a higher risk option, Scib Mono could potentially give an equal or better response with better safety.

I wasn't there but it has been said Moderna guy at a Scancell AGM said a successful Scib would give them a headache.

So to me they are valid and feasible points depending on trials. After all acceptable better outcomes typically become the standard of care.


That's exactly what Biontech are trying to do, match existing efficacy (BMS) but less toxic.

[bermudashorts] 12/11/2024 11:49

chilltime

'Followers of Scancell recently has included a name that invests big, along with some US based investors who for whatever reason are following Scancell.'


Do you mean followers on twitter? If so why not just name who you're talking about, it's in the public domain.

[inanaco] 12/11/2024 11:28

The prize is based on "how many you hold"

bought another £600 inc fee this morning, I suspect as we are in the middle of Q4

something may happen any time soon

[chilltime] 12/11/2024 11:18

Oh and with a bit of luck there are some short positions which add to the buying if it starts to spike, it all helps.

On a complete buy out, I would expect that in 2025 at some point if it’s happening. Platforms or product partners or part buy out are a good chance but also 2025.

[chilltime] 12/11/2024 11:04

Alpha

My 45p is a fun quote, 30’s was crowded. No one 45-50, until Dom spotted it, Moljen 50p plus.

It looks daft but it’s based on the madness of the market but taking into account the past and present along with Fomo potential.

August time

A lot of buying, some new investors with 1m or more, but the climb stifled by Calculus and an estate or two selling.

Without that selling it would have accelerated into the 20’s swiftly and attracted the retail mob (spike chasers)
sending it higher.

Known (known by those that concentrate on the detail) potential events on the horizon pre xmas.

1. A Glymab deal the unknown partner. Scancell have said they expect Dec re a Yes/no decision.
Some may not know the details of the deal are already complete, Yes to the deal triggers it, up front, milestones, royalties etc RNS.
It was said in a presentation (for those not knowing), links have previously been posted.

2. Genmab update in Dec (stated at the AGM), and we know it’s going into phase 1 which triggers a single digit millions milestone payment (Presentation by the CFO)

3. Scib data due Q4 which should be very positive.

Sc134 interest and timelines unknown.



Other reasons.

There have been new investors over the last year or so including up to holdings of about 10m including some interesting funds.
Individual investors 1m plus.

Comments prior (Lindy) of a number of investors/funds looking to invest big further down the line.

Keeping an eye on wider related share price impacts.

Phil L’hullier arrives next Monday, a few investors and some linked to funds wished him well when he left Catylm, he will no doubt draw attention to Scancell and attract investors.

Followers of Scancell recently has included a name that invests big, along with some US based investors who for whatever reason are following Scancell.

Scancell themselves said they are going to shout loudly post data release. The levels of efficacy are media newsworthy.

Last up come UK retail nutters, who won’t have the slightest clue about any of the above, but if the above happens then spikes come, fomo kicks in, and a relatively quiet share gets flooded with multiples of the current investor base.


So it could easily go nuts, with Moljen collecting the pack of mince pies prize.