Scancell Share Discussion Threads

[inanaco] 12/1/2025 10:43

Interesting thoughts Ivy

so the check points are a failure because they don't work very well in Ovarian ?

but Modi1 did as a monotherapy

can you explain that ?

or would you like me to ?

[z1co] 12/1/2025 10:43

2tyke

You're just a delusional 2 bit trader whose posts a waste of time.

You certainly post a lot of garbage everyday and even on a Sunday.

The shares are worth significantly more than 10p and over the coming weeks/months will rerate substantially higher.

[inanaco] 12/1/2025 10:00

""Are you saying that the predicted success for Scancell will be greater than 3.4%. If so, I agree.""

a presented answer ....

can you show workings

as that is what apparently smart people do

and if you know this, why didn't you Question Bermuda on the subject ????? and agree with me at the time

becareful of trap doors !!

[2tyke] 12/1/2025 09:56

* Z1co....no SCLP is worth no more than 10p currently....the market is correct by definition.
Don't delude yourself with comments from a broker....their price guesstimates are meaningless because they think the 'company' is the share price It isn't.

* 'Scancell make the market they don't play in one'...what a ridiculous and meaningless comment.

* 'Takeover, scancell next'....nope...pharmas will leave ALL the risk with little scancell.
They have enough risks of their own in-house.

[ivyspivey] 12/1/2025 09:39

Personally I would say Modi has proved it has not lived up to expectations ( not a failure but has failed in its anticipated best outcomes).
So rather than being a monotherapy it is now used as a Combo

[ivyspivey] 12/1/2025 09:36

Morning Ruck,
That is one of reasons why there are different views here.
Nana thinks that none of the industry rules apply to SCLP so there have been no failures to date.
Well virtually every drug going through process of not having failed until they do and that is what stats are based on.
Bit like an undefeated heavyweight who has had a few fights some will claim is definitely going to be World Champion but others are more cautious about predicting this outcome based on history.

[ruckrover] 12/1/2025 09:28

Inan,I'm still trying to understand the point of your earlier post 15945.Are you saying that the predicted success for Scancell will be greater than 3.4%. If so, I agree.

[ruckrover] 12/1/2025 09:07

"Ruck on Statistics .... see what i mean"Actually no, that was a comment on someone else's prediction.

[ruckrover] 12/1/2025 09:03

Inan, Earlier you posted..."thing is, even the Self exponent of the skill, the Expert Statistician "Ruck"has Not translated the sector stats to scancell"So I repeat, what stats would you want me to transfer to Scancell? It might be better to wait until AFTER I have posted before you dismiss it.

[inanaco] 12/1/2025 08:56

Ruck on Statistics .... see what i mean


RuckRover

Posts: 5,554

Price: 9.75

No Opinion

RE: Cancer VaccinesToday 08:05
"I would strongly suggest that in 3 years time the share price will be many multiples of 10p"

I'm sure I've read that somewhere before. Now, was it last year or the year before or maybe the year before that

[inanaco] 12/1/2025 08:53

and more interesting to watch a fog bank on the BBC footie ch.

i assume Loggie happy

[inanaco] 12/1/2025 08:49

No Ruck, i do not want to see any of your work .... at best its dreadful at worse it is unreadable and as you have already confirmed yourself as a "failure" I feel for your well being, to attempt anything that involves thought, as what happened last time

you mentioned "anomaly" as it took the surgeons hours to remove the knifes and there is a waiting list at A&E its probably best left

[z1co] 12/1/2025 08:09

The company is certainly worth far more than 9.75p.



Scancell: A rising star in oncology with upgraded prospects

Panmure Liberum has raised its target price for Scancell Holdings PLC (AIM:LON:SCLP, OTC:SCNLF) from 23.3p to 24p, reflecting optimism around the biotech firm’s cancer vaccine pipeline and recent milestones.

The share price adjustment (more than double the current valuation) follows Scancell’s successful £11.3 million capital raise in December, extending its cash runway to the second half of 2026.

This financial cushion allows the company to focus on its two pivotal trials: the SCOPE phase II study in unresectable melanoma and the MOdiFY phase I trial targeting renal and head-and-neck cancers.

Encouraging interim results from the SCOPE trial have shown Scancell's SCIB1 vaccine, in combination with checkpoint inhibitors, significantly outperforming current standards of care.

With 80 per cent progression-free survival at 25 weeks, the trial underscores the potential of SCIB1 and its successor, iSCIB1+, which expands the treatable population and could address a $9 billion market opportunity.

Beyond its vaccine candidates, Scancell's GlyMab antibody platform has caught the attention of pharmaceutical giants.

The company recently licensed a second antibody to Genmab (CSE:GMAB) (CSE:GEN), with potential milestone payments exceeding $600 million.

This highlights the broader commercial possibilities of Scancell’s proprietary technologies, which could supplement its oncology focus with partnerships or out-licensing deals.

Despite a challenging landscape for biotech firms, Scancell is well-positioned to capitalise on a growing $20 billion market in cancer vaccines and therapies.

Its strengthened management team, bolstered by recent appointments, is set to guide the company through key data readouts expected in 2025, providing potential catalysts for investor interest.

[ruckrover] 12/1/2025 07:52

Morning Inan, "only 3% of drugs make it ."Yes, only 3.4% of cancer drugs make it from clinical trial to approval. This is a fact.The cost of developing a cancer drug is around $648m. This is also a fact as stated in the article you posted. What's your point? Are you saying that these industry standards don't apply to Scancell. If not, why not? Is there any specific statistical analysis you'd like me to do?

[j777j] 12/1/2025 06:46

Eli Lilly buying Cancer biotech Scorpion for $2.5 billion








Scancell next?

[inanaco] 12/1/2025 06:44

according to Bermuda theory on the pharma sector

only 3% of drugs make it .....

if you actually look at the stats and translate those to scancell ...

we should have had Failure by now ...

every drug taken to clinic ready has passed the regulatory hurdles ...

so you can include the pipeline in those statistics

thing is, even the Self exponent of the skill, the Expert Statistician "Ruck"

has Not translated the sector stats to scancell

neither did Bermuda

just waffle ....

your obsession with the Share Price as the driver is wrong it isn't

Scancell creates a Market .... it does not play in one

so Ford compete with BMW etc they can all build cars that meet that need

so to make them stand out ... they have to be Stunning like a Porsche or cheap like a Ford Focus

but the unmet need was the LandRover ..... didn't they do well !!!

Scancell is doing exactly the same, you cannot value its market in the orthodox sense because it is an area of Unmet need

what i do know the industry spend Billions to find targets for unmet need

and we have done it on a shoe string ................




Results
Ten companies and drugs were included in this analysis. The 10 companies had a median time to develop a drug of 7.3 years (range, 5.8-15.2 years). Five drugs (50%) received accelerated approval from the US Food and Drug Administration, and 5 (50%) received regular approval. The median cost of drug development was $648.0 million (range, $157.3 million to $1950.8 million). The median cost was $757.4 million (range, $203.6 million to $2601.7 million) for a 7% per annum cost of capital (or opportunity costs) and $793.6 million (range, $219.1 million to $2827.1 million) for a 9% opportunity costs. With a median of 4.0 years (range, 0.8-8.8 years) since approval, the total revenue from sales of these 10 drugs since approval was $67.0 billion compared with total R&D spending of $7.2 billion ($9.1 billion, including 7% opportunity costs).

[inanaco] 12/1/2025 06:00

This churn of share by calculus will not last ....

while it does make hay

if you look in the market at the major investors they all loaded up at the recent Raise


I suspect they are not sellers in the short term ...

always state the obvious

everything else is claptrap

[2tyke] 11/1/2025 21:46

Nigel...nothing to do with insider knowledge.
Insiders will have little clue about SP's unless they are technicians. Very few are.
They will generally buy at completely the wrong time.
They can be viewed as a contra-indicator.

[2tyke] 11/1/2025 21:41

Small stocks occasionally do jump 60 - 70% or more in a day.
It happens in the 3rd wave of a 3rd wave during an uptrend.
3rd waves can be wonders to behold. Usually very positive news ( which always follows behind price) is released by the company around the same time. This adds to the volatility to drive the stock upwards....unlike the good news received by this stock which has no effect because of it being in a corrective wave pattern rather than an impulse pattern.
With currencies and cryptos it is the 5th waves which generate most profit. Always 3rd waves for stocks.
If you want to know about SP's ..you do have a resident expert on the bb.

[nigelpm] 11/1/2025 21:15

You. That's why it's mental to hold in size an AIM biotech unless you are an insider or have done your homework.

[ivyspivey] 11/1/2025 20:44

Agreed Nigel if news like a really good ORR is confirmed for say SCIB 1 then yes you May have to pay an extra penny or two but you can probably buy in on the news.
You may not be able to buy 100k plus cheaply but think many of us have enough already and will be happy with topping up on the day.
If it is a bid then yes you won’t be able to buy in but most will be happy with the gain of their current holding.
Of course there is always the downside that results are not great and that is why imo it is OK to wait for news

[nigelpm] 11/1/2025 19:23

Yea. I did note earlier excepting a bid. My point being there will be plenty of chance to load up on genuinely great news.

[ruckrover] 11/1/2025 19:06

"Agreed but it won't jump 60-70% on material news"It might. The only news it will jump on is a buy out. It will jump by whatever the premium is on the prevailing price.

[nigelpm] 11/1/2025 17:03

These pharma companies are very difficult to value so yes SCLP could easily get a bid at up to 2 to 3 times the current price.

Agreed but it won't jump 60-70% on material news. You might argue the Modi news was material and the price fell!!