Scancell Share Discussion Threads

[markingtime] 29/11/2024 10:09

Basically the legal test here is whether events would be notifiable. There are plenty of situations where an "event" has not occurred. However, all properly-run boards would declare a close period if there was considered to be a risk of such an event occurring - and all of them would have a process to determine this, usually starting with CoSec and CEO approvals (but consulting the NOMAD in the event of any doubt).If a new CEO wanted to deal he would ask the NOMAD - who would likely recommend against in current circumstances. I don't expect Phil to get a stake until at least one more material RNS has been published, unless an option package was pre-agreed.

[chilltime] 29/11/2024 10:05

But the feedback I get from directors is that private investors don’t appreciate the very limited windows they can buy/sell in.

In the case of the new CEO surely part of the package is options, yet to be dished out.

Personally I’m not bothered if they buy or not, it makes little difference overall.

I know there was a ? When Lindy offloaded about 2m or so, but it was obviously a demand request, as it all went to one private investor, which won’t have been known at the time by the masses, and still isn’t, but for forum comments.

[ruckrover] 29/11/2024 09:48

Inan, I think everyone would appreciate it if you kept the OT stuff on the POG thread. This would make the relevant posts on Scancell more accessible. Thanks in advance.

[marcusl2] 29/11/2024 09:35

Xylos,

it was actually Lindy who said "Holy Grail" you`ll be glad to hear.

[a0469514] 29/11/2024 09:06

Thanks for seeking out and posting those science based articles Marcus.SC134 targeting small cell lung cancer looks particularly promising don't you think.I assume the holy grail comment was yours but you may well be right.I could see us waking up one morning to news of a huge deal from big pharma for this. It could land at any time and then there would be a mega scramble to buy shares from those waiting on the sidelines to see results first. I would sooner have my shares tucked away in advance of the excitement.Xylos

[nigelpm] 29/11/2024 08:48

The legislation isn't that tight. Read up on it chilltime.

[chilltime] 29/11/2024 08:42

Nigel

Another way of looking at it.

Say I’m up to date on all the unreported, Scib1, patients, results so far on Isvib and the Modi combo.

It’s likely companies engaged have mentioned deal values up fronts Glymabs and other factors like yes/no on the deal and timing of a phase 1 payment.

So if people think it’s ok for me to buy in knowledge of all of that, when they know none of it, then no problem.

[markingtime] 29/11/2024 08:25

You don't see it, tf, cos you're in Thailand....:-)

[inanaco] 29/11/2024 08:09

Worth a listen to Boris on Ukraine

[inanaco] 29/11/2024 00:12

Cameron didn't see it coming either ...

[torquayfan] 28/11/2024 23:20

Thanks for that DT piece Inan. I see the likelihood of Farage / Reform becoming ascendant, as extremely remote.

Starmer / Reeves look like a poor lot already and even with my leanings, I am becoming wistful for the 'good old days' of Rishi / Hunt.

Both the Govt and the opposition seem to be short of impressive characters. But Farage ? I don't see it happening . . . .

[marcusl2] 28/11/2024 22:52

iSC2811 (which uses Avidimab), A T Cell check point inhibitor.

It could improve Car Ts because most Car T cells suffer from exhaustion. They get switched off quickly.
With SC2811 30-40% remain active and potent.
With Car T majority of those T cells probably 90% of them never get to the tumour and never do anything. By giving this antibody, we get much better adoptive transfer,

[marcusl2] 28/11/2024 22:48

Combination treatment with atezolizumab further enhanced survival and tumor growth inhibition (up to 73%). A 10-fold SC134-TCB dose reduction maintained the strong in vivo antitumor impact, translating into 70% overall survival.

This Bispecific could be `the Holy Grail'

SC134 linked with scFv fragment of CD3 mAb – lead clinical candidate

Excellent specificity – binds to SCLC but not healthy tissue
Lung Cancer


SC134 – a highly specific antibody targeting small cell lung cancer No cross reactivity with GM1 expressed on neuronal cells SC134 compares favourably to BMS mAb FucGM1 binding GM1 binding Excellent specificity – binds to SCLC but not any healthy tissue

[2tyke] 28/11/2024 21:31

If you do see directors buy stock....don't follow suit.
They are notorious for getting it completely wrong.
The reason: just like inane they think positive company developments should boost the share price
Of course these things DON'T drive price.
You guys have been better educated...lol

[nigelpm] 28/11/2024 21:14

That's not necessarily true chilltime. Closed periods are generally not as tight as you might think.

[2tyke] 28/11/2024 19:30

Yes but not you unfortunately inane....

[inanaco] 28/11/2024 19:03

lol .... somebody backs winners

[marcusl2] 28/11/2024 16:29

Exactly Chill. It would be nice if we can keep this thread to only Scancell relevant posts. We can always live in hope!

[chilltime] 28/11/2024 16:21

EG

They will be seeing ongoing data in Scib1, Iscib, Modi combo and monos, all of which is price sensitive.

Then you have, anon glymab deal pending yes or no. Genmab phase 1 timelines plus payment, deals on other Glymabs. scib talks and so on.

Scancell have gone from chatting to Genmab over a Glymab to intense interest across most of their assets.

The obvious route for the CEO is options

[chilltime] 28/11/2024 16:15

Nigel

News due within closed out time limits, plus they are in multiple discussions with various large companies and pending plus ongoing results data

So directors will be closed out for most of the time over the next year.

[rogerbridge] 28/11/2024 16:15

I imagine Phill will be going through everything we have in trials, in development, or proposed development to ensure the best return for shareholders.

Of course, he may be negotiating with a major, news due next month?

[nigelpm] 28/11/2024 15:46

Surprised to see a lack of Director buying. If it really is as good as some think you'd have thought they'd be backing up the truck.

[chilltime] 28/11/2024 15:33

Plas

That paper on Modi 2.

I’ve had a read but not picked through it.

Cancers have a myriad of different biological aspects, A,,B,C………….. and on.

Research tries to identify targets applicable to cancerous cells and not healthy cells, then develop a therapy that will lock onto the target, EG Type A1, B2, C11 etc.

In the case of Modi 2 it seems they have identified 3 targets which appear in the cancers mentioned. T cell responses going on the attack to the target, thus killing cancerous cells.

I’d have to check carefully but it gave 3 mouse model successes, I guess 3 different targets to produce overall survival of 40%, 70% and 100%.

The parallel part of that paper was about the difficulties of mass vaccine production, due to the agglomeration issues and size of particles, which has been resolved through Snapvax technology, which makes the vaccine viable with commercial production capability.

That was one quick read, I’d have to pick through personally to join the dots.

On a wider point, if Scib and Modi work in these combis then it points to the Scib2, Modi2 vaccines working too.

In other words viable, efficacious, safe, low cost production vaccine platforms for multiple cancers.

[supernumerary] 28/11/2024 14:57

Probably just feeling a bit down :¬(

[markingtime] 28/11/2024 14:29

Could I just point out to those who struggle with this that this form of cancer affects the prostate.Anyone who thinks it is prostrate is simply lying.