Scancell Share Discussion Threads

[marcusl2] 06/12/2024 11:57

BMS may extend patent protection by developing alternative formulations of Opdivo, such as a subcutaneously delivered form

[sci102] 06/12/2024 11:23

I take some of that back, what the guy is arguing is not a patent extension but that by getting regulatory approval for the new version, which is a lot easier from an admin point of view, they are still going to be ahead of most others that are developing pd1/pdl1 antibodies. Not for more than 2-3 years (if that since they have all caught on more or less), but with assets like that, every year counts.

But he did not explain it very well.

[sci102] 06/12/2024 11:08

You know what, Inane could have done a better job. I'm not even joking.

[2tyke] 06/12/2024 11:05

Oh a loser idiot....was it inane ?

[sci102] 06/12/2024 11:01

Yeah well, he is wrong and in any case it doesn't mean what you think it does. There 5 companies doing that (more than that actually, he is just talking about the bigger ones).

The subcutaneous part is because it makes it easier and cheaper vs infusion that also requires specialised rooms while subcutaneous you can do at normal outpatient units or even at home. That guy is a loser idiot.

PS and yes, in scancell's case it's because they want to focus on dendritic cells, just like I said yesterday.

[marcusl2] 06/12/2024 11:01

The new funds, together with existing cash (£9.1m on 1 November), and
anticipated receipt of a mid-single digit $m milestone from Genmab for the
second GlyMab deal (December 2024 Lighthouse) will provide Scancell with
a cash runway through to H226. This is beyond the following key clinical
milestones: (1) full SCIB1 Cohort 1 ORR data from 43 patients in H125;
(2) Modi-1 RCC CPI combination data in H125; (3) iSCIB1+ Cohort 3 IM data
in H225; and (4) initial iSCIB1+ Cohort 4 ID data in H225.

[marcusl2] 06/12/2024 10:57

A subcutaneous answer to PD-1’s patent problem
18 August 2023


Jacob Plieth

PD-(L)1 players are increasingly looking to subcutaneous delivery to maintain market share, and next month brings a major catalyst.

[sci102] 06/12/2024 10:51

"Subcutaneous for patent extension purposes"

🤣🤣🤣🤣9315;

[2tyke] 06/12/2024 10:49

Yes...clearly a good thing....inane went to the moon and back because of that 😂

[miavoce] 06/12/2024 09:10

Hi all

having been in touch with LD I can confirm that they were indeed surprised by the Genmab timing (they expected the decision a month later) and that it was unfortunate that it coincided exactly with the fundraise.

The early decision by Genmab is clearly a good thing.

[marcusl2] 06/12/2024 09:10

Bermuda, the big guns are mainly doing subcutaneous for patent extension purposes.

Scancell is trying Tropis, intradermal delivery to generate a better response.

Compared to the subcutaneous injection, intradermal administration led to the recruitment of more dendritic cells at the vaccination site and the increased infiltration of CD8+ T cells in the tumor.





Recent evidence suggests that the clinically seldom used intradermal route is effective and possibly even superior to the conventional subcutaneous



Bermudashorts


Checkpoint inhibitors are administered via intravenous infusion but it's worth noting that BMS have developed and submitted to both the FDA and EMA for approval of Nivolumab administered via subcutaneous injection. They've applied for approval for all previously approved solid tumour indications, both as a monotherapy and monotherapy maintenance following ipi/nivo doublet therapy. They should have a decision from the FDA by the end of the year (PDUFA date 29/12).

They're not alone, Roche already has FDA approval for a SC version of its PD-L1 Tecentriq and Merck have just completed a successful phase 3 trial of subcutaneous Keytruda. We may well be at the start of a major shift in the field of checkpoint inhibitors and how they are administered.

Scinv_temp - I know the rationale for creating a 4th cohort for iSCIB1+ but surely that was all known before the trial was designed. There has been research on PD-1 administered via intradermal injection, do you think the addition of this ID cohort could be to demonstrate the potential of formulating iSCIB1+ and the PD-1 into one injection with a view to partnering discussions, possibly also involving PharmaJet?

[willoicc] 06/12/2024 08:18

It certainly is not flying.

[2tyke] 06/12/2024 08:18

Some bb messages from a year and a half ago just popped up......so funny......
......................................
Marcus: This is so cheap it's crazy (price 20p).
Markingtime: The only thing to follow is the science. If not you need your head examining ! Guess that was prior to him jumping into Bitcoin.
Inanaco: Biontech want Avidimab...Lindy has TOLD you. Gone fishing....
So funny this bb.....

[marcusl2] 05/12/2024 20:00

Genmab has plucked another anti-glycan antibody from Scancell’s shelves in a deal worth up to $630 million. The license agreement comes about two years after Genmab snagged its first antibody from Scancell for up to $624M, and it brings Genmab's potential tab to a hefty $1.27 billion.

[2tyke] 05/12/2024 18:56

No secret whatsoever octopus.....absolutely everything more than put there.
Try....totally wrong premise by you.

[dominiccummings] 05/12/2024 17:18

Yes. It may well be the biggest secret in plain sight.

[octopus100] 05/12/2024 17:15

This starting to remind me of the movie the big short. Is scancell the biggest secret in plane site.
Just announced amazing skin cancer results and hardly moved the needle.
Then nice commercial deal with a pharma on second product - which clearly validates the first product or they wouldnt sign up same deal for the second.

[miavoce] 05/12/2024 17:02

Hi Plasbryn

accelerated book-builds are done after hours and hence are announced after the market has closed. The reasons for this, as explained by ChatGPT are:-

Accelerated book builds (ABBs) are typically conducted after market hours to minimize market disruptions and price volatility. This timing ensures that the process can proceed without affecting the trading of the stock during normal hours, as large transactions could lead to sudden price swings.

Additionally, operating after the market closes provides participating investors more time to evaluate the offering without the pressure of immediate market movements. It also allows the company or underwriter to finalize the book-building process and pricing overnight for a smooth announcement by the next trading day.

-----------

[plasybryn] 05/12/2024 16:58

If the Placing had been planned for weeks, which I agree sounds sensible, why announce it after the market had closed at 17.59?
And why do it at such a low price? Shares for the boys?
Still don't think it was handled well.

[dominiccummings] 05/12/2024 16:54

Having funds to Aug 2025 isn't satisfactory for the auditors, so they were going to do a raise anyway because they could not guarantee the receipt of other funds to stretch out into 2026.

[2tyke] 05/12/2024 16:40

Inanaco....simple Simon says...knowledge of science has done you ZERO good in your investment !!!
You need to get much smarter.
.............................
What difference does it make whether a board members buy or not.
The people LEAST likely to know anything about the future share price moves are the company board members. There is good reason for this.
Well....least likely except for inanaco that is 😂

[markingtime] 05/12/2024 16:34

I'm sure he will, Nigel, but if would be good leadership if he buys even 250,000 or so.