Scancell Share Discussion Threads

[ivyspivey] 18/11/2024 21:24

CT most of us ship hopping traders started off as long term investors here but after 10 years of delays and a rising then falling share price saw the sense of actually using the trend is your friend and actually learning.
We have mainly found that a much more astute way of making money as well as just a much smoother ride than sticking our heads in the sand and listening to the utterings of £8 a share All in no risk.
Nana has been peddling that message for 10 years so think it is fully understandable that we think he may have it wrong.
Same with funding for 10 years he has been saying not important or relevant but any experienced Biopharma investor knows how important and relevant the matter is.

[inanaco] 18/11/2024 20:34

some of burbles posts are good .... but some ask the question ... why would a scientist in this sector ask Chat GpT about PFS ..... ??





Burble

Posted in: SCLP

Posts: 1,178

Price: 13.25

No Opinion

RE: Festival of Biologics Change in Wording14 Oct 2024 18:59
Take with a pinch of salt, but I threw your comment into ChatGPT.

This was the response

Progression-Free Survival refers to the length of time during which the patients live without their cancer worsening. In this case, even after 10 months, the average time before the cancer started to progress hasn't been reached, meaning a number of patients still haven't experienced cancer progression by that point.

In summary, it suggests that many patients in the study are still living without their cancer worsening after 10 months, so the data isn't mature enough to calculate the average PFS yet.

So positive?

[chilltime] 18/11/2024 20:30

There is a big difference between investors that want news now to trade, this week, next week etc and those looking at the end game.

There have been quite a few comments from some to show they are simply ship hopping traders not long term investors, often sounding off as it didn't go to plan on whatever share they went into or here.

Where are they, share spike chasing ..... . Those types are in most popular Aim shares. Thankfully no such masses here due to the lack of big jumps thanks to a supply in August/Sept time.

[inanaco] 18/11/2024 20:25

really you guys are chasing your tail over minor differences of a week or to ..

the only way to stop time lines slipping ... is "Press Gang" patients

really Bermuda i did not expect you to drop to the level of Burble

I am surprised with your "vast experience"

[chilltime] 18/11/2024 20:24

That was the point to the poster Jak. Hence the question what funding at 12p, they have likely interim payments coming. So why raise $10m or so for working capital at some point when they are likely to get such a figure in the coming weeks/months anyway.

A hell of a lot more for SC134.

The funding needed for phase 2/3 is likely a year away at the very best, full data for Scib 1 (all 43) is May but 27 could be hit well before then. Iscib+ is further out. Obviously there is a date difference in trigger points for the phase 2/3 confirmation v full cohort data.

25 weeks with 58 between now and the end of next year.

[inanaco] 18/11/2024 20:22

not only that the ORR rate of 85% from the simon 1 is so close to the DCR rate 84%

if those eventually go on with stable disease it could shrink further into ORR



DCR is a clinical endpoint that measures the percentage of patients with advanced cancer who experience a complete response, partial response, or stable disease after treatment. DCR is calculated as CR+PR+SD, and is equivalent to Objective Response Rate (ORR), which is calculated as CR+PR

[inanaco] 18/11/2024 20:16

what you folks have missed .....

we have added a Gold Standard Endpoint ..............

PFS

[chilltime] 18/11/2024 20:14

Bermuda

I'm not bothered when they start the phase 2/3 personally so I don't care if that slips.

I'd prefer they make sure they get the right deal or right decisions (best value, best way forward, partner, JV, whatever) rather than push on ignoring that. That seems to be the plan anyway careful consideration as per the CFO presentation. Lindy's view has always been a partner taking it forward but not if the value/offer is not right.

So if that slips because they are making the right choices I applaud that.

SC134 could add significant cash if a deal is done. We'll have to wait and see, if a deal comes on the or they decide the better value is to take it into Phase 1.
Currently it looks like a deal is the more likely outcome judging by the intense interest in it.

[bermudashorts] 18/11/2024 20:03

Chilltime

So you don't believe timelines have slipped and are still expecting the phase 2/3 to commence in 2025?

[chilltime] 18/11/2024 19:58

Full cohort!!!

You don't have to be a scientist to work out that was a slip up, an obvious error, I don't recall hearing that in the AGM recording.

No one here should have expected a full cohort response, and there was no sign anyone did, the numbers immunised have been updated on a regular basis and posted.

April 24, July 32, September 36, AGM Nov 40/41, now 42 and number 43 next week. Thus full cohort obviously impossible. A bit daft if that was said and not one shareholder present pointed out the error

In fact we now know 7 of those July 32 haven't reached week 25 yet, week 25 for all of the extra 7 happens mid Jan.

At some point, which wasn't made clear, is they have switched to the 25 week rule in terms of RNS updates.

[ivyspivey] 18/11/2024 19:44

As you said Bermuda an acknowledged risk in investing in biopharma.
The fact that SCLP has repeatedly extended deadlines in the past despite having successfully raised the necessary capital means that it is a legitimate concern of SH both actual and potential.
We know the amount they are looking for to progress the p3 trials is substantial and imo fully endorses your decision of reducing your exposure and awaiting further possible future value inflection points.

[inanaco] 18/11/2024 19:35

we have all discussed how finance can be arranged but sadly its not our JOB

[inanaco] 18/11/2024 19:34

exactly Bermuda ... he does not know and you don't either

so it gibberish until we do

so your worrying about an event in 7 months time without the facts

a waste of time

[the real lozan] 18/11/2024 19:21

"anyway enough on here ....
Bye all"
.
Place your bets

[bermudashorts] 18/11/2024 19:21

inanaco

Re. your 14402 - we should have been funded until the read out from these trials but as burble correctly pointed out, timelines have slipped. As recently as just over 3 weeks ago at the AGM we were told that full cohort data for SCIB1 would be available in Q4 2024 and iSCIB1+ in H1 2025 with the phase 2/3 registraton trial to start in 2025. Note the use of the term 'full cohort'.

Now we have SCIB1 in H1 2025 and iSCIB1+ in H2 and funding until August with the possibility of milestone from Genmab and another mAb deal to extend but until they're announced and until we know the amounts there will be uncertainty around funding - there's no point in denying it or dismissing it as gibberish, it is what it is and is part and parcel of investing in biotech. It's another factor to add to Miavoce's list to explain the reaction today.

[inanaco] 18/11/2024 19:19

anyway enough on here ....

Bye all

[inanaco] 18/11/2024 19:18

gazza have a read

[inanaco] 18/11/2024 19:09

no

because scancell is dollar based

[the real lozan] 18/11/2024 19:07

"biggest threat to scancell is Labour"
SO
COULD "biggest threat to scancell is Labour" be CONsidered = A RISK ???

[inanaco] 18/11/2024 19:06

explain that further the profit you make would have to exceed £20,000 a year just to keep up let alone catch up

which is why you are talking nonsense

[chilltime] 18/11/2024 19:05

Gazza

Sorry for stating the bleeding obvious :-)

But if a partner takes it on it's highly likely Scancell don't fund the phase 2/3.

They are in talks on the topic.

At least 7 patients run into week 25 in the next 8 weeks or so, so on the law of averages at least 1 CR in that group.

[inanaco] 18/11/2024 19:01

you are trading less than 1% of my holding Ivy ... get real

[inanaco] 18/11/2024 18:59

biggest threat to scancell is Labour .,.............

but not to scancell itself but the share price because it affects "investors"

and that is exactly what you are seeing .....

all this claptrap about keep the subject on Scancell forgets the investors

[ivyspivey] 18/11/2024 18:58

It was only for 15k shares so not claiming it was a big amount and do suggest you do not take the bet as I can happily sendo the contract note as proof.
It was purely to highlight you really need to be careful when calling people out when you really have no idea and just need to wind your neck in.
No doubt you will respond by saying it is only Pizza money but the point is if I buy back the shares I sold then I will have 10% more so proof you could have accumulated your 1.6 m at a much lower average.
ATB