Scancell Share Discussion Threads

[chilltime] 13/11/2024 20:55

Bermuda

A bit odd you asking questions on the basics

re your point

Scancell now need to ensure they stick to their own revised timescales for release of trial results so they are not forced to raise funds ahead of potential inflection points and more importantly so they can move as quickly as possible into the phase 2/3. I can't remember whether they said at the AGM that they were still hoping to commence that trial in 2025


The CFO aid it in April and it's repeated in the annual report, they also said it at the AGM.

They will review the Scib1 (Q4) and Iscib+ (H1) then make a decision.

Quote

"Following the data we will progress to a late stage registrational study in 2025 and evaluate partnering, out licensing or further financing options"

In the Q and A the point of when does talks with partners start. Lindy said it already has, they are waiting for the data.


I haven't got a problem with it slipping if it's about negotiating the right value for a deal.

The way I see it, judging by comments, Lindy would prefer partnering or whatever gets Scancell the cash to move forward with others in the stable, but only if it makes sense on shareholder value.

[inanaco] 13/11/2024 20:52

and of course will miss any uplift generated by the MABs

[gazza] 13/11/2024 20:51

"just type in two numbers"Oh dear, we've been through all this but apparently you fail to understand you CANNOT get a meaningful SD from just TWO numbers. It's worse than flawed it's completely ridiculous. If it gives you comfort in you world of fantasy fine but DON'T say "I have the algorithm" because you absolutely don't.

[inanaco] 13/11/2024 20:50

Nigel u have not understood what Bermuda posted

"I'm waiting for funding and iSCIB1 results"

basically all the results ....

as you will not know the funding level required without Modi1

[nigelpm] 13/11/2024 20:46

Exactly that Bermuda. I can guarantee on excellent news the market won't fully appreciate it immediately anyway so actually it probably makes sense leaving some on the sidelines ready to pounce if needed.

[inanaco] 13/11/2024 20:45

Leeds United

3rd in Championship

Scancell back on his radar

I take it football going well ... and your Betfred is in credit

[ivyspivey] 13/11/2024 20:43

Good to see you back Loggie

[ivyspivey] 13/11/2024 20:43

I can only conclude that it is one of the 2 options I opined.
How can you read his own trial results as they are not fully published.He will have a very good idea of what is working or not and you are not interested as I said I find tgat surprising.
Must admit I learned a lot last night and happy to say I feel vindicated in my thoughts here so am very happy with his responses which clarified a lot for me.

[inanaco] 13/11/2024 20:42

... last time Log was here Tinnies had only just been invented

welcome back

[thelogman] 13/11/2024 20:40

Any of you boy's and girls remember the log.I'm back.

[inanaco] 13/11/2024 20:40

just type in two numbers



now i am not going to repeat the argument yet again !!

because you did not agree with Bermuda or me that you cannot delete anomalies

[gazza] 13/11/2024 20:32

" as i have the algorithm that works without deleting data"For clarity, could you repost your algorithm?

[inanaco] 13/11/2024 20:19

you can conclude what you like Ivy ....

but the only information of value he could deliver has to be by RNS first ref Scancell Ivy

if you had listened to the Lindy Lectures everything he discussed is known ...

not only that i can read his own trial results !! can you ?

honestly you are better off trying to convince the world that Labour knows what its doing and that lying to the electorate was OK .... taking Gifts was Ok ... robbing pensioners was Ok .... destroy farm heritage was ok .... etc etc .... after all you are the Grubby socialist on here NOT ME ...

ATB

Ok Bermuda i will leave it on this subject of predictions .... but please don't claim you know unless you can prove it in future, then you do not get bitten ...and you don't have to try an explain the unexplainable and this Bio Game is extremely dangerous if you cannot predict outcomes

[marcusl2] 13/11/2024 20:08

BMS, Merck, Amgen and more must look to M&A to offset looming patent lapses

loss of exclusivity (LOE)

the overall message of the report is clear: “Companies with sizable LOE exposure in 2025-2030 are under pressure to acquire assets that can be launched in coming years,” while “[t]hose which do not face significant LOEs until 2030+ may be more aggressive acquirers of earlier-stage assets.”

Bristol Myers Squibb faces the greatest risk of exposure in the near future, with 64% of its estimated revenue in 2025 ($48.3 billion) subject to patent losses and generics through the end of the decade, according to Leerink’s report.

Merck’s CEO, Robert Davis, said on a recent analyst call. “But our focus area continues to be mainly in that $1 billion to $15 billion range.”

[ivyspivey] 13/11/2024 19:50

Surprised you did not engage with CO last night.
Can only conclude you think you know everything and he can’t add to your knowledge or you know little and we’re afraid of being embarrassed.
Which was it.
ATB

[bermudashorts] 13/11/2024 19:47

I keep telling you, I'm waiting for funding and iSCIB1 results and will decide what to do then. In the meantime I really don't need to be buying, if Scancell explodes and we get the sort of sentiment driven rise mentioned by Chilltime (not easy with just under 1 billion shares in issue) then I'll be delighted. You'll make more profit than me and I'll be genuinely pleased for you and even more pleased for myself.

Scancell now need to ensure they stick to their own revised timescales for release of trial results so they are not forced to raise funds ahead of potential inflection points and more importantly so they can move as quickly as possible into the phase 2/3. I can't remember whether they said at the AGM that they were still hoping to commence that trial in 2025, but those results presumably are needed for the pre IND meetings with FDA, to finalise the trial design and for completion and submission of the IND, to go ahead with manufacture (slot booked I believe) etc. etc. etc. That's before they can then go ahead and set up, train and equip study centres. A huge amount to get through. Thank goodness Lindy will have been relieved of her CEO duties.

[inanaco] 13/11/2024 19:06

so here is the difference

You sold down the share and you don't trust predications but would rather wait for results

but which result are you waiting for ?

I am convinced of the data .... so I buy more

[inanaco] 13/11/2024 19:00

that good ....

I give the Maths ....

you dont

you see you should have a calculation to show why my maths is flawed ? and come up with a better one


you don't have anything !!

so the panel is saying "compelling evidence" .... and you are saying you cannot predict

bit of a conflict .... ONLY you can correct

Only Ruck can correct the ""anomaly"" by saying he is wrong .... but he won't so who is the idiot ?

ball is in your court not mine ... as i have the algorithm that works without deleting data

[inanaco] 13/11/2024 18:52

this is why i keep asking you have you changed your opinion yet

despite all the evidence

you won't hit the buy button

[bermudashorts] 13/11/2024 18:51

No, I don't believe in YOUR calculations and prediction of a 90% chance of success for the forthcoming phase 2/3 trial.

That panel is NOT a blind review panel. They are a panel of leading melanoma experts who have been engaged by Scancell to review SCOPE results and advise on the phase 2/3 design. Hopefully some, if not all will become study investigators which will be fantastic given the calibre of the panel.

[inanaco] 13/11/2024 18:44

fact is Bermuda ... They believe in predications

YOU DON'T

Prof Lindy Durrant, Chief Executive Officer, Scancell said: "We are very grateful to the esteemed panel for their interest in our SCOPE results and their input into our further clinical study. The panel felt that the data was compelling enough to proceed to the Phase 2/3 randomised registration study upon the completion of the SCOPE study. We were also overwhelmed by the interest in the poster, which is the most significant response I have seen in my career."

[inanaco] 13/11/2024 18:34

what for ? you do not believe in predications

so the registrational is irrelevant to you


Scancell's plans to conduct an adaptive randomised controlled Phase 2/3 SCOPE-2 trial is supported by a panel of experts. The study is expected to have an early interim analysis of Overall Response Rate (ORR) based on a blinded independent centralised review of CT/MRI scans before advancing to the Phase 3 component where the primary endpoint of progression-free survival will be analysed at a predetermined landmark.

[bermudashorts] 13/11/2024 18:26

It really doesn't matter whether you know why I'm in this share, but can you answer the question. What blind review panel?

[inanaco] 13/11/2024 18:20

does it make any difference to you Bermuda .. ?

after all you wont put a price on the share price even for Fun

you are waiting for Trial results that are worthless because in your opinion

""1) You can't predict the probability of success for the forthcoming phase II/III based on the probability of success of a completely different trial.""

I have no idea why you are even in the share with that Logic ...

ATB

[inanaco] 13/11/2024 18:09

and here we are the Two Kier state legal system .................

Musk leads growing backlash against police for investigating Allison Pearson
Senior UK politicians also offer support to Telegraph journalist, who is being investigated over year-old social media post





as the STATE gets bigger and Bigger ..................... !!