Scancell Share Discussion Threads

[inanaco] 20/11/2024 14:58

that has never been disputed Chill ....

we have known that for years ...

[chilltime] 20/11/2024 14:56

Thanks Bermuda

It pretty much backs up Lindy's view overall on the personalised route, too long, complex, and too expensive.

[marcusl2] 20/11/2024 14:54

Our valuation is £311m (33p/share), with significant upside potential.

( But not this month )

[inanaco] 20/11/2024 14:53

informed comment very positive for SCLP says Ivy

don't talk nonsense

NO clinical trial has been halted due to lack of supply ....

if you are going to play that game using Hearsay to up your baby buffet profits

well ... your Morals are sliding fast ...

[ivyspivey] 20/11/2024 14:49

Nana why are you negative on any post of Burbles.
He is an expert and works in this space and makes an informed comment very positive for SCLP.
But you have to dismiss it and then try and usurp his efforts by pretending you are the expert on everything.
It is clear you feel threatened on every occasion so why can’t you grow a pair and get over it that you are not the font of all knowledge apart from maybe about soot.

[marcusl2] 20/11/2024 14:42

Vulpes


SCANCELL HOLDINGS PLC: “The SCOPE study continues to yield excellent results” – Positive data from Scancell’s ongoing SCOPE trial
Life Sciences

Scancell announced extremely encouraging results from the SCOPE trial of SCIB1, reporting a progression-free survival rate of 80% and complete response rate of 20%.


Professor Lindy Durrant, the Chief Scientific Officer, said that “the SCOPE study continues to yield excellent results [… w]e are particularly impressed with the progression free survival data as this will be the primary endpoint of the next trial.”

Though the trial is only of 25 patients, Scancell believes further trials will demonstrate further positive results.

https

://vulpesinvest.com/life-sciences/scancell-holdings-plc-the-scope-study-continues-to-yield-excellent-results-positive-data-from-scancells-ongoing-scope-trial/

[inanaco] 20/11/2024 14:15

what we have not seen is a mathematical model to show it will not work by Bermuda

[inanaco] 20/11/2024 14:07

since we have had that data, have i attempted a computation based on 25 for the registrational trial

after all if Bermuda thinks i am suggesting 13 = a win

25 would be far better ....

i have not run the numbers

i want the 43 ....

[inanaco] 20/11/2024 13:57

as it stands we now have a Higher chance of a win ... because we are getting PFS data

which is more reliant on DCR not ORR

as PFS as you know is a GOLD Standard its yet another Tick for Scancell

DCR rate is still 84%

compared to DCR of 58%

very similar numbers to ORR .. from a maths basis on the 11 of 13

and lindy has confirmed the 25 is representative of the registrational trial patient group

[inanaco] 20/11/2024 13:52

why would i search for a calculator .... if i believed that 13 patients would equate to a phase 3 win ?

[inanaco] 20/11/2024 13:50

i never did that .... that was you miss representing my posts Bermuda

its was always about taking the 43 patient data and recomputing that to the Reg Trial

not the 13 patients

and i did take it in the spirit intended ...

what i am doing is when you give advice

you are also basing that on what you consider the probability is

surely you can see that ?

[bermudashorts] 20/11/2024 13:44

that post was on the back of you predicting a 90% probablility of success for the forthcoming phase 2/3 - oh well you clearly didn't take it in the spirit intended :)

[inanaco] 20/11/2024 13:29

some my not recall but if you go through my history you will find i was never complimentary to the AZN jab because its history was not good

so i was happy to take the BioNtech and the moderna MRNA covid vaccines myself

as it turned out i was not far off the mark, its efficacy questionable as covid slightly mutated and as it turned out some toxic rare events

it got withdrawn with no further investment

[inanaco] 20/11/2024 13:15

MT we are both on the same hymn sheet .... but saying capacity is an issue for MRNA is really just hearsay the rest of his post is well known ...

and on the day of the RNS his nitpicking on fantastic news was childish at best

[inanaco] 20/11/2024 13:11

lets say I followed Bermuda's advice ...

at 1.5m shares worth 10p each or £150,000

You are proud of the fact that you have 1.5m shares in an early stage bio and I admire your complete and utter faith in the outcome here,

This is a genuine comment and I hope you will take it in the spirit intended. Please be careful, you have a huge amount of cash tied up here and are convincing yourself that the next trial has a 90% probability of success.

There's every reason to be hopeful but a randomised study is a whole different ballgame and Scancell have yet to run one.

same number today is £225,000


and that will keep growing

as i have since added a 180,000 shares

[markingtime] 20/11/2024 13:09

The issues with MRNA are well documented, not least in parliamentary committee evidence. The question is : do any of the imbeciles on Labour's benches understand how much money they are wasting on it?

[inanaco] 20/11/2024 13:05

lets say you followed Bermuda's advice well here it is ...

note the share price


Bermudashorts
Posted in: SCLP
Posts: 12,798
Price: 12.875
No Opinion
RE: Plenty of Assets RNS was dizzying11 Jul 2023 19:14
Crumbs,

See slide 12 from AGM presentaion, just a few months ago. The intention was certainly there and now we're not sure and we don't know why. To be honest I'm more interested in the neoadjuvant study and what's happening there as well as Modi2. As you say, it could be that they are streamlining to conserve cash and if that's the case then Lindy and her team will have chosen to develop the parts of the pipeline with the best/quickest chance of success and we obviously have to accept that.

Nevertheless, we have just received initial results from the first fully recruited arm of the Modi-1 trial. This could/should (?) have been a major inflection point, but actually the message is 'still encouraging but we now need further studies'. They can't even apply to run those studies until they have data from the combination arms of the current trial and they don't yet have approval to open those arms to recruitment.

As you can tell, I'm a little disappointed and have reduced my holding. Timelines have potentially extended yet again and it seems that Scancell's strategy going forwards is to carry out phase III registration studies and apply for marketing approval themselves. A massive commitment and I hope they are able to partner beforehand.

I will keep a much smaller core holding and can honestly say that I would be more than delighted to have called this wrong and to find myself having to buy back the stock at a higher price if good news lands.

[inanaco] 20/11/2024 12:53

Lozan and you have made what ? over the same period

[inanaco] 20/11/2024 12:37

Government signs agreement with BioNTech SE to provide up to 10,000 patients with precision cancer immunotherapies by 2030
NHS England’s new Cancer Vaccine Launch Pad aims to improve access to personalised treatments and clinical trials
BioNTech SE to set up laboratories and a regional hub in England to support the development of immunotherapies

you see all of this is fine .....

but does it work ?

establish that first

[inanaco] 20/11/2024 12:33

MT you have listened what exactly have the Gov signed up to ? and at what cost

[inanaco] 20/11/2024 12:26

scancell now has a panel of the top oncologists and scientists from around the world

we do not need hearsay !!

[inanaco] 20/11/2024 12:22

you know as well as i do ............ they do not need large capacity until they hit phase 3 trials


moderna is now in phase 3 personal vaccine ...

has there been any issues of manufacturing capacity ???

like wise Liverpool is running the Head and Neck personal vaccine

any supply issue ?

[inanaco] 20/11/2024 12:17

wow ! because they are not thinking .......

do you really think BioNtech have messed up ?

of course they haven't

now the interesting part ..............

if Burble and Bermuda think that Off the shelf vaccines are going to storm the market

why are they both reluctant to buy into that model heavily ?

you have both stated "not adding"

you have both insisted on Risk ref the "codswallop saga"

and that saga occurred before Nov 2023 result

which proved i had it right all along !!!

[bermudashorts] 20/11/2024 12:13

If you follow the BIA you'll see plenty of tweets from the bioProcessUK Conference and we are fortunate enough to have a shareholder there who has kindly shared feedback regarding the manufacturing issues with mRNA vaccines in the UK. It was a positive post and highlights the advantage of Scancell's approach. Given that much of the agenda of the conference surrounds manufacturing and that attendees are either from industry or academia,I'd say that Burble's comments are pretty reliable lol.

If you don't like it feel free to ignore, but it seems that judging by the number of recs. most of us have found it anything but useless.