Scancell Share Discussion Threads

[markingtime] 19/11/2024 16:42

Well I agree that it is less likely But someone (Octopus?) suggested it was a live possibility and I think it would account for management being very relaxed about funding.So my question remains: what's it worth??Surely Inan must have a clue, since he thinks there are more than five in the pipeline? Seriously now....what is it worth?

[2tyke] 19/11/2024 16:42

MT,
Why are you supposing that the company needing cash is such a big issue ?
It wasn't a big issue the day before yesterday when the company announced apparently spectacular results was it ?
Humans do tend to make things up don't they ...in hindsight of course.
I think you'll find the stock price will go to where the traders take it.
Feel free to make stories up along the way.

[inanaco] 19/11/2024 16:37

its not just 5 glymabs ... there are more coming

just as there are more Moditope epitopes

[nigelpm] 19/11/2024 16:29

Whatever the number, if they are looking at a platform deal, that would bury any questions about funding the registration trial for SCIB. And it would also account for directors being very relaxed about funding when questioned at the AGM.

Agreed MT but I have this an outlier assumption - might be wrong but I'd say more likely is a deal in the tens of millions giving them another year.

[2tyke] 19/11/2024 16:17

Well that's right inanaco...the problem for you is that you're one of the individuals traders are playing with...you just can't see it.
Nothing futuristic about the sentiment waves btw. They've been known about since the 1940's.
But they are only used by the shrewd peeps who know that companies are NOT stock tickers!!

[markingtime] 19/11/2024 16:16

Since nobody seems to have picked up on this idea, let me ask more directly: what would the Glymab platform as a whole be worth?The first deal might be worth $600mn+ in time and a second deal might be worth similar. And then there are the antibodies that Scancell would like to retain for development themselves....So IF the "done deal" over which an option exists for a few weeks longer is actually a deal for the whole platform, what might that be worth??Whatever the number, if they are looking at a platform deal, that would bury any questions about funding the registration trial for SCIB. And it would also account for directors being very relaxed about funding when questioned at the AGM.

[marcusl2] 19/11/2024 15:58

Analysts are split on whether the positive trial results will help Merck stem future Keytruda losses as the mega-blockbuster goes off patent in 2028

[inanaco] 19/11/2024 14:41

but as ever there is one thing missing 2 tyke

you don't trade yourself

at least with loz non trading platform you get something back ... even if its only a laugh

[inanaco] 19/11/2024 14:37

money was made then .... by taking advantage of another's misfortune

same game is in play now

that game is always in play ....

as the share drops the weak get panicky ... and Nigel gets his Top Up

this is what creates the wave ... its exactly the same for a helicopter pilot

its called self induced oscillation and you actually lose your balance

its the market over compensating in both directions

[inanaco] 19/11/2024 14:29

and we all know the last Fat controller in charge took us down to 3.5p

[inanaco] 19/11/2024 14:26

your an idiot you do not even read the posts ....

this market is in the control of the Fat controller ...

not your futuristic take of your own internal Al Bot ... with an IQ of 60

[2tyke] 19/11/2024 14:19

No inanaco....the market is neither proactive or reactive to 'value'.
The market doesn't measure value.
It only deals with 'price' and 'time'.
If you don't believe me take a look at a stock chart graph.
'Value' is simply a human emotion that PI's use to kid themselves that they have made the right choice.
You have consistently made the wrong choice....probably over a decade.
So don't hide behind 'value'.
It simply doesn't wash.
You need to get much much smarter than that !

[inanaco] 19/11/2024 14:07

so while the "pontificators" are blaming delay or ORR .... because they are not real players or chasing the grass is greener on the other side of the fence ... because Warren Buffet can trade £2000

the real value is passing you by .....

80% Progression Free Survival in 25 patients at 6 months

20% (5) patients have shown a complete response following treatment

Disease Control Rate of 84% and an Objective Response Rate of 72%

because Big Pharma will take the Play ...

and you will have missed it

That is what any Non Brain dead is here for ...... not to play at being "baby Buffet"

but the big kill ... the $1.5 billion in sales ... which is the Big Pharma holy grail

Block Busters

[inanaco] 19/11/2024 14:01

19-Nov-24 08:21:00 14.11 304,147 Unknown* 14.00 15.00 42.92k


the FAT controller

[inanaco] 19/11/2024 13:59

so this no risk extreme reward .... is not going to be played out here clearly

the market does not appear proactive to value .... but reactive

and its reacting not to scancell data set but Calculus sells

the buyers that took shares at 18p yesterday could see the value ....

but that was crushed by these enormous sells ... including warren buffets

interesting ... but step back and you can see what i mean

[inanaco] 19/11/2024 13:52

Bermuda is Correct when he calls the market Doom and Gloom ... currently that's only sentiment because the actual tax change on CGT is relatively small approx 8%

but the real impact is being stored up the inflationary effect of all these future tax rises

and the impact on the bottom line ...

so raising Ni it brings in gratification for the Government straight away same as CGT on share trades etc until people start modifying there behaviour

companies can pass on the cost = inflation increasing interest rates

companies can lower expected wage increases

companies will take on less workers

companies Corp tax will be lower

and people just feel "over taxed" so they mitigate tax via avoidance and it becomes as profitable as actually working to make more profit as you are trying to keep it

we have already hit the wall .... under the conservatives

labour has taken it to a new level ...

now its affecting "sentiment" nobody wants to invest ...

its crazy at this share price that scancell has become a No Risk extreme reward share

anyone in the share long enough will have a gut value of SCIB1

are you telling me that this data set is not worth the MCAP alone ???

[countbruga] 19/11/2024 13:44

2tyke, you only appear here after a drop in the share price You then proceed to troll the BB. You never state your EW predictions in advance, just state what they apparently were AFTER the fact. You're a fraud mate and you're not going to get any followers from here.

[inanaco] 19/11/2024 13:34

One thing that people have not taken into account is those willing to join a clinical trial

and the competition landscape with competing trials for patients

if you have astonishing results in phase 2 with clearly identifiable efficacy

the job of recruiting get easier and easier

what some have called delays and its scancell not predicting correctly is patient recruitment

but if Oncologists around the melanoma sphere are all going "wow" you become the lead program to join speeding up recruitment

now we can call PFS at 6 months with a very clear differential instead of ORR is fantastic news because its a Gold Standard Endpoint


the data from the current trials will be available before the Blind review
all these statistics will aid early approval ....


and Guess what "big Pharma know that as well"

do not underestimate the value of the current 43 due next year ....

because its not 43 its 53 approx with the same epitopes because ISCIB1 is identical to SCIB1 but with added epitopes for the other 60% of the market


we already know Immunobody FC works ... covid

[supernumerary] 19/11/2024 13:26

ct - I think you miss the point. Parsortix does not replace tissue biopsies, simply because in most of the cases where Parsortix is applicable, biopsies aren't feasible. You can't just go on repeatedly biopsying a cancer patient if you want to track the progress of their disease, which is what Parsortix offers.

As for 'retail hype types', have you actually ever read this thread?

[2tyke] 19/11/2024 13:24

Not a bad post octopus.
Yes clinical progress is rather irrelevant to share price The company have already announced a glymab deal..the stock price dropped just as it has done with all the vaccine progress they have made. It only doesn't make sense to PI's because they have the wrong premise about stock prices.
Everybody who wants or needs to know about the company does know about it. Everything is out there above the radar.
It's a favorite PI nonsense belief that it isn't known about.
There is a way to accurately anticipate the stock price movements.. .but to understand it you need to completely remove yourself from thinking about 'company matters'.
The PI's on these bb's know full well that their method doesn't work. They just have nothing to replace it with.
That's why I say it's all about intellectual honesty. Until one has this they will make zero progress with markets !

[markingtime] 19/11/2024 13:12

What if the Glymab platform was sold for £300mn? ?

[bermudashorts] 19/11/2024 13:02

I have no intention of replying in any detail to you CT - this is the SCLP board and you are the one who has bought up other stocks this morning. Suffice to say that I have been invested in AGL for a good while and have researched not only the company but also the field in great depth. I can promise you that the success or failure of CTC liquid biopsies and therefore AGL does not entail taking market or revenue from any other party, nor replacing tissue biopsy.

[chilltime] 19/11/2024 12:44

Bermuda

I don’t want to go on about Angle but you replied no, yet they pushed it as a replacement for tissue biopsies, so are they making that up.

I just checked their website

Liquid biopsy is an emerging approach to cancer management that provides repeatable access to a tumour sample without the need for an invasive, and potentially dangerous solid tissue biopsy procedure.


So no doesn’t make any sense.

I’ll leave it there, I have no interest in investing in it. It’s full of retail hype types, not as bad as Avacta but similar prominent names pushing it on social media😱

[chilltime] 19/11/2024 12:37

Octopus

Pretty much right there a few retail here in and out some not really understanding it, no doubt. Some are obviously share hoppers chasing the hype, but thankfully we only have a few in comparison to hundreds in others.

My point re Glymabs is this.

The focus is Scib near term and Modi in terms of results and timelines.

But whilst waiting on those Glymabs were there, but no obvious interest.

Then along came Genmab for SC129 $5m or so up front $624m in milestones across 3 indications.

Then another Glymab 7 month evaluation period.

SC134 is prized by Scancell as the star of the show, they even stick a ⭐️ next to it in the pipeline as the lead candidate, with no intent in licensing it with anyone due to its potential efficacy, safety and value.

Bermuda and Marcus were quick to note it changed to available for licensing.

Then we learn there is strong, broad commercial interest in SC134.
Interest in the other Glymabs too.

And hot off the press now a major biotech company discussing the Glymab platform with them.

Any agreed deal on SC134 is likely to include material up front payments, otherwise Scancell would be turning away the interest.

2 examples given recently of $200m up front for preclinical assets.

SCLC is poorly served, in immuno revenue terms it’s a gap in the market, largely ignored until the last few years.

So a good looking candidate with low toxicity potential in a market of 250,000 new patients per year is going to be attractive.

175,000 of those get diagnosed post it spreading, at that point many can just have weeks to live, It’s highly aggressive.


You can see here the seller types go on about funding (phase 2/3)

A scib deal would solve that but equally an SC134 deal could do the same.

Perhaps someone is after the entire platform.

So while the few are off busy muttering away to themselves chasing a trade, they may miss events here. They may gain elsewhere they may lose, bit typically it will be in retail dominated, chaos potential shares.

[waterloo01] 19/11/2024 11:37

O/T re AGL, it could when it comes to any repeat biopsies, and might replace some biopsies, esp hard to reach cancers.