Scancell Share Discussion Threads

[octopus100] 19/11/2024 11:22

Chilltime - I dont think Glynmab will catch people unaware - Scancell just announced better results than any re skin cancer and the price dropped. Why do you think Glynmab will make any difference. Complete don't understand why price dropped - other than its an AIM stock and noone knows about it - hopefully new CEO will start earning his moneys worth.

[chilltime] 19/11/2024 11:08

Bermuda

Does it not replace biopsies?

[chilltime] 19/11/2024 10:38

Synairgen Roger?

[bermudashorts] 19/11/2024 10:33

roger,

Thanks - certainly not Angle.

[bermudashorts] 19/11/2024 10:32

Chilltime

I don't know where you've got that idea from, but CTC liquid biopsy doesn't replace other methods at all and doesn't take revenue away from anybody - quite the opposite, but it's a completely new and emerging market and it's taking time and that's reflected in valuations.

Anyway back to Scancell. It's going to be interesting to see the new CEO in action and to watch how he drives strategy going forwards. I hope he's bold - his track record suggests that he will be.

[rogerbridge] 19/11/2024 10:25

Bermuda. My memory is not as good as it was, being 75 u.o.
I can look it up, but from memory, they had some good results with treating breathing difficulties.
The product was tested with the standard care but unfortunately did not meet the criteria.
Sorry, I am meeting up with relations at the moment and on the move.

[chilltime] 19/11/2024 10:24

But the new very interesting rapidly evolving Scancell business is the Glymab platform.

Quietly sitting there unnoticed not so long ago, and now majors are all over it very interested.

The dark horse that will catch some punters sleeping.

[chilltime] 19/11/2024 10:22

Not through lack of effort Nigel, but as with all things if something causes revenue loss (it would replace other methods) then it’s a tough sell.

Logically brilliant, but reality revolves around the money, hence it’s a tough road.


That’s why I like standard of care targets, if you can get there you are onto a winner.
The big money pays attention, they can ise it gain or retain revenue.

EG scib1 has 4 angles at least.

HLA type
Whole sector. Both BMS combo

Ketruda Scib potential safer option matching standard of care.

Scib mono matching or exceeding combos on resected melanoma.

[chilltime] 19/11/2024 10:13

Scib overall cancer control.

The rate of tumour control seems linked to Elispot responses (immune response)
EG Elispot was said to be producing results in about 83% of patients.

Some patients have poor or compromised immune systems, so if they don’t respond/have a weak immune system then there is little chance that an immuno type treatment will help.

[chilltime] 19/11/2024 10:09

It relies an uptake by the look of it Roger and very little interest so far in a challenging market.

The other one looks like it’s chosen the wrong path. Pharma/bio is very hot tooic driven. Vaccines in combos is picking up significant interest.

EG As mebtioned briefly I thought Scib with Keytruda was a complete waste of time. But two are chasing that, one of which just failed re efficacy.

Looking to match BMS combo efficacy with just PD1 and vaccine, reducing toxicity.

Keytruda 35% ORR v BMS combo 50%.

So if Scib can improve Keytruda (20% target set) 35% to 42% it could challenge the standard of care through better safety.

Ultimately though efficacy is the key, so space for high efficacy higher toxicity and original standard of care (BMS) matched but better safety.

[nigelpm] 19/11/2024 10:08

Angle too slow to commercialise.

[bermudashorts] 19/11/2024 10:07

roger,

How did Angle chase covid? Are you sure you don't mean Avacta?

[rogerbridge] 19/11/2024 09:54

I was in Angle and it should make a good company.
Unfortunately it went off tangent chasing Covid.

[chilltime] 19/11/2024 09:52

Now if that was out there for Angle or Avacta (retail army shares)

Then the volume would go absolutely barmy. Both are promoted by well known AIM pump merchants.

[rogerbridge] 19/11/2024 09:51

We have stunning results with more to come.
We have a genuine and experienced new CEO, who has been successful with fundraising and bringing products to market.

Personally, I am just as excited about Modi.

If these results were from BMS, the share price would have reacted strongly. Pity that we are not listed in the U.S.

[chilltime] 19/11/2024 09:50

“For our antibody platform, we’re progressing internally and collaborating with a company to determine the best path forward. All programmes are advancing, but SCIB1 remains our primary focus.”

GlyMab antibody platform
Scancell’s antibody portfolio includes GlyMab candidates, which target tumour-specific glycans—a novel class of cancer markers. This unique approach has drawn interest from a major biotechnology company.

[chilltime] 19/11/2024 09:37

In other news it looks like a major is chatting to them about the Glymab platform as a whole.

Sorry if already mentioned I’ve been out in the snow.

[chilltime] 19/11/2024 09:35

Nigel

No real sign of a supply as such, it feels like typical retail events, surge last week, a few in profit, up on news, sell.

But equally the size of some trades suggested and the method last week means some will have gone to more serious investors.

[phoenixs] 19/11/2024 09:28

Let’s see what the ongoing revenues will bring in.
Re funding, you may be right but there are other options which could come into play. Partnership deals, royalty deals. I do not know and neither do other shareholders.

[nigelpm] 19/11/2024 09:25

5% - no way. It's going to be a combination of funding in my view.

Some small deals probably and a larger equity raise - probably being worked at the moment.

[ruckrover] 19/11/2024 09:18

So you actually think £6.5M is going to cover it?

[phoenixs] 19/11/2024 08:53

I listened, with interest to the Proactive interview with LD. I am very encouraged by the progress which Scancell are making, albeit with slightly slower timelines than I thought. That does not detract from what the company has achieved and it looks as though 2025 will be a breakthrough year. I think that IF they do need to raise more money, the dilution will be very small maybe around 5% which in the context of what is on the line is very small beer.

[marcusl2] 19/11/2024 08:48

Last patient no.43 will be recruited next week.25 weeks, we will know about iScib+.

Scancell thinks it should be as good if not better so looking forward to those results.

For Scib-1, 80% progression-free survival (PFS) rate at six months, significantly higher than the 65% achieved with standard treatments.

Complete remission has been observed in 20% of patients, with 84% showing disease control.

Chief scientific officer Professor Lindy Durrant emphasised the importance of the PFS data, explaining that it predicts the long-term benefit for patients and will serve as the primary endpoint for the upcoming registration study.

Modi-1 some nice stable disease in some very advanced cancer patients in H&N and Renal.

7 patients now in the RCC study with Ipi/Nivo. 44 patient cohort.

Head and Neck single CPI, 3 responders in that cohort at week 9. Lindy "Modi is looking good"