Scancell Share Discussion Threads

[bermudashorts] 16/11/2024 17:24

Yes, they would announce via RNS. Scancell seem confident that Genmab will be taking it forward though and so I think that's very unlikely. Given what's going on at Genmab, the update in December may well just be confirmation that preclinical work is continuing. I'm not sure whether the first milestone will trigger on clearance of an IND or first patient dosed, anyone remembering any comment from LD about this?

[inanaco] 16/11/2024 16:53

if Genmab return the asset it is material ?

[markingtime] 16/11/2024 15:55

Not quite. THE COMPANY will get an update from GenMab in December.....probably the very end. Shareholders may not!! All depends on materiality.

[marcusl2] 16/11/2024 15:39

As you know it would have needed a big trial with Electroporation which big Pharma did not like.

We now have Pharmajet and a much smaller registration trial requirement. Also vaccines are in vogue.

[inanaco] 16/11/2024 15:30

lets not forget SCIB1 has already done the rounds back in 2015 with Big Pharma

today its a refresh of its potential in a different ERA

immunotherapy is proven

[chilltime] 16/11/2024 15:02

Nigel

You are talking about a long period pre Redmile, Vulpes, then Covid hit with EG Cancer UK abandoning Scib plans.

With the funds backing Scancell it’s now moved on.

Scib1 phase 2
Iscib phase 2
Modi mono phase 1 various cancers.
And now Modi in a combo Renal cancer.

So far toxicity increases are a non event. In the case of both Scib and Modi it’s now known they impact cancer through T cells. 60% stable re ovarian is brilliant with a likely move to a combo at some point judging by comments.

It also appears from recent trial data by others that scib mono, is more effective post resection on PFS than combo therapies with Keytruda.

It’s now established across the sector that combination therapies are the way to improve outcomes, like Scib1 early indications 80% plus versus the standard of care 50%. A factor which caught the attention of many at ASCO and resulted in Lindy saying it’s the most interest she has seen in her life, from all relevant sectors.

And now Scancell have multiple companies looking to do a deal re Glymabs, broad commercial interest in SC134.

Scib multiple companies in talks awaiting data.

That’s all now, in play over the coming weeks and months, near all of which was absent a few years ago.

[inanaco] 16/11/2024 14:37

lol ... so you have accepted 15p is the wrong call

ATB

[nigelpm] 16/11/2024 14:28

"at some point" - that isn't now.

[inanaco] 16/11/2024 14:26

the only way you can oppose me is to short scancell ....

carry on, if you do that now you can make a profit when we get to your 15p in Dec

[inanaco] 16/11/2024 14:24

your post makes no sense ... not even English "Joe"

[nigelpm] 16/11/2024 14:14

lol - you are absolutely bonkers - my sense is opposing you is probably going to lucrative at some point.

[inanaco] 16/11/2024 13:23

what both Modi1 and SCIB1 is doing is looking at ........... the longer term as well

why is that important .....Resistance


PD-1 resistant melanoma is a type of melanoma that doesn't respond to anti-PD-1 therapy, a treatment that can induce long-term disease control in about 30% of patients with metastatic melanoma. Resistance can be primary or acquired, and about 40–50% of patients with melanoma treated with anti-PD-1 therapy develop resistance:

Primary resistance
Occurs when a patient never demonstrates a clinical response or stabilized disease. This can be due to a number of factors, including ineffective T-cell priming, defective antigen presentation, or an abundance of immune inhibitory cells.

Acquired resistance
Occurs when a patient initially responds to therapy, but eventually goes on to progress. This can be due to a number of factors, including tumor cell adaptations, alterations in antigen presentation, or an increase in immunosuppressive cells.

[inanaco] 16/11/2024 12:39

you have a wall in front of you Nigel ...

which can only get broken with experience of understanding the science behind scancell


which you have failed to appreciate ...

hence your efforts to counter our posts with "one line" drivel ... does not cut it

you may attract other one line posters ....

but they don't tend to have any money of significance to affect the market

Ivy for instance

[inanaco] 16/11/2024 12:35

nigelpm - 25 Oct 2024 - 22:47:05 - 13426 of 14199 Scancell - Pot of Gold or POS? - SCLP
I trust facts, data and numbers - until then it's all speculation.


nigelpm - 25 Oct 2024 - 22:23:17 - 13424 of 14199 Scancell - Pot of Gold or POS? - SCLP
I'll be positive when I see the data ;-)

Until then I remain sceptical but invested as I do see a route to a much larger market cap but it will not be easy.

[inanaco] 16/11/2024 12:31

yea you are right .... every body loves a failure ... Chill

and

nigel .. you predicted 15p .. you have already failed

ATB


nigelpm - 08 Nov 2024 - 15:18:42 - 13788 of 14198 Scancell - Pot of Gold or POS? - SCLP
I don't see much movement to be honest. Probably 15p tops.

[chilltime] 16/11/2024 12:21

""Doing the Harry Enfield I've got loadsamoney is unlikely to buy you friends, but will increase enemies.""

takers will be your best mate until you have nothing left to give, then they won't want to know you.

To all givers

Beware of takers, know your limits as takers have none, they are devoid of guilty emotion when it comes to taking, it's actually the opposite it gives them a buzz.

[nigelpm] 16/11/2024 12:20

many of us that have been in the share a long time have waited for this moment often delayed by various problems Ichor, Covid, manufacture of Modi1 etc etc

And most of you have been horribly wrong to date. What makes you think that will change?

[inanaco] 16/11/2024 12:17

when lewis Hamilton returns to the UK to live instead of Monaco, but while he is earning

you know you have the right policy

but if they live abroad for tax reasons ... you know you have it wrong

a fundamental flaw in business, never forget your market

HMRC is losing market share !! not gaining it

the idiots are in charge

as it leaves a market of less to pay more

all because you despise wealth

[inanaco] 16/11/2024 11:54

take BioNtech

Vast profits made from Covid ...

but look at its research budget now ????

is that greed ?

again this is what socialism destroys

[inanaco] 16/11/2024 11:50

some might say they find wealth distasteful

as chill once posted to me


""Doing the Harry Enfield I've got loadsamoney is unlikely to buy you friends, but will increase enemies.""

how many treat Redmile or Vulpes as an enemy ...

I am not investing in Bling ............ but cancer research

something Ivy never quite understand

ATB

[inanaco] 16/11/2024 11:44

just remember this ..

we are at the "truth End" of scancell

many of us that have been in the share a long time have waited for this moment often delayed by various problems Ichor, Covid, manufacture of Modi1 etc etc

but the goal was always Results from patients ...

so here we are ... will my journey come to an End

or start

£250,000 is now on the table

just like the motorbike ... you get a buzz from adrenalin and you get a buzz from winning

[chilltime] 16/11/2024 11:36

Marcus

The global market for bispecific antibodies was $8.65 billion in 2023 and could balloon to around $485 billion in the next 10 years


Not much then :-)

[inanaco] 16/11/2024 11:35

anyway I am all in .................

There are advantages to going it alone. If you go a different way to your peers and your way reaps rewards, you are the innovator, the entrepreneur, the leader who could best predict the future and knew how to make the best of it. Kate Andrews

Tick Tock

Money talks ...

[chilltime] 16/11/2024 11:31

Nigel

$624m split across 3 potential uses

So the current one will have $208m as the milestones. Low to start (single digit millions) heavily stacked on the end game (CFO presentation)


But thinking logically that means Genmab could go into phase 1 on 3 different angles prompting 3 phase 1 milestones. for now I think it's just one phase 1 angle going into play next year.

Scancell have said, update in December re Genmab, Genmab control such info release.

[marcusl2] 16/11/2024 11:28

The global market for bispecific antibodies was $8.65 billion in 2023 and could balloon to around $485 billion in the next 10 years

Why a Bispecific Is Better Than a Drug Combo
Traditionally, combination drugs have meant giving “drug A” plus “drug B” to a patient at the same time. With a bispecific, A and B are part of the same molecule, offering benefits that stretch beyond manufacturing and patient convenience. It is proving safer and more powerful to pack them in together, said Ryan Schoenfeld, CEO of The Mark Foundation for Cancer Research.

One key feature, Schoenfeld told BioSpace, is specificity. “The drug only works when it meets both its targets, so you can fine-tune the selectivity.”

He estimated that around a third of cancer bispecifics are designed to bring immune cells into an environment they may otherwise not be trafficking. One side of the antibody anchors into the tumor while the other side attracts an immune cell to attack. This is particularly important in cold tumors, which are characterized by a lack of T cells and are often unresponsive to immunotherapy, Schoenfeld said.

While it’s relatively easy with immune stimulators to “turn up” a patient’s immunity, “that will lead to terrible side effects that won’t be tolerated,” Schoenfeld said. “Bispecific antibodies offer a very elegant solution to combination therapy . . . You’re ramping up immunity in a very specific region.”

In addition to the beneficial specificity, bispecifics also offer cooperative binding, John Heymach, chair of thoracic/head and neck oncology at MD Anderson Cancer Center, told BioSpace. The structure of these drugs promotes clustering, which leads to potent signaling for increased efficacy, he said.