Scancell Share Discussion Threads

[gazza] 29/8/2018 13:29

"you are not correct as it was not needed ..."

OK, so I posted scientifically accurate stuff but you are saying I was not correct as I disputed what you said?

In fact, I didn't dispute anything, I merely asked for clarification of what sort (out of the many) T cells you wanted to compare to NK cells.

To put it even more simply, if you went to Greggs and asked for a donut, the assistant may ask "did you want jam or custard". You would then say, "are you disputing the fact that I want a donut"?
Assistant: No sir, just whether you want jam or custard?
You: You are disputing my ability to chew and swallow.
Assistant: No sir, just whether you want jam or custard?
You:you are questioning whether I have the means to pay.
Assistant: No sir, just whether you want jam or custard?
You: Forget it, I'm not hungry anyway.

[tosh123] 29/8/2018 13:25

Apparently, they also threw the first draft of " £8 on the cards " straight into the bin about 18 month ago, due them having already filled their quota of Science fiction releases.

[inanaco] 29/8/2018 13:24

no you disputed my original post ... by adding in "cytotoxic"

you are not correct as it was not needed ...

[gazza] 29/8/2018 13:20

"No you are not correct"
Which part of my post is not correct? Are you disputing the fact that there are a number of different types of T cell, one being cytotoxic?

[tosh123] 29/8/2018 13:18

Warning , warning !
Stand well back there, here comes the resident professor of brick laying again, armed with yet more copy and paste material and looking for a fight ( that he will clearly lose, as with every other visit here ).
So Dr ineptico, how do you explain the failure of your "£1 tomorrow " thesis, and indeed, your follow up publication , "£6 very soon", both of which flopped very badly.

Im told that Penguin books have refused to even proof read your latest offering " No risk here ", as they think its far too risky, especially when they consider that your first two books only sold one copy each, both to the same weirdo , and had to ship them to a prison somewhere in Devon.

[inanaco] 29/8/2018 13:09

Gazza

No you are not correct


A T cell, or T lymphocyte, is a type of lymphocyte (a subtype of white blood cell) that plays a central role in cell-mediated immunity. T cells can be distinguished from other lymphocytes, such as B cells and natural killer cells, by the presence of a T-cell receptor on the cell surface.

its the TCR that is the big difference

which is what engages the MHC class

[inanaco] 29/8/2018 13:06

and by the way Boom

Yet again we are seeing evidence that using a PD1 has a synergy effect

why do so many scientists agree on that ?

[gazza] 29/8/2018 13:03

"do you understand the difference between a Nk cell and a T cell .. ?"
Yes but it depends what sort of T cell you are refering to, do you mean the difference between an NK cell and a Cytotoxic T cell?

"so why is that dangerous ?"
You can't get to £6 / share?

[inanaco] 29/8/2018 12:50

Boom do you understand the difference

between a Nk cell and a T cell .. ?

the NK cell is on the annate side and will Not respond to any MHC class epitope indeed if for example a melanoma cell is displaying Tpr2 this will actually turn off the NK cell

so it more of a primer of the immune system its not the adaptive side of the immune system

They have over come that problem by using these complex MAPS that link to the cancer cell and the NK cell

But you are still left with the same problem in other cancers What is the Target for your MAB ? what are you going to bind to means back to "discovery"

----------------------------------------------------------------------------

so you posted


""Think it's a bit dangerous to make too many comparisons to Scancell with the Affimed deal (either positive or negative). Firstly, Affimed have been concentrating on blood cancers and the deal with Genentech was to develop NK cell therapies.""

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But what you can do is, Value of deal ... Value of efficacy, potential market size

is a direct comparison

so why is that dangerous ???

considering that what they are doing with the NK cell promotes an adaptive response

which is directly like for like with scancells immunobody

"""" Achieving more potent and deeper response through CD16A-binding
(enhances crosstalk with adaptive immune cells)""""""""""

[the real lozan] 29/8/2018 12:46

'Tis ALSO the NAIVE the trHYPERS and swallowers.... Who 'scoffed' at the suggestion -
made a few months ago.... That *WE ALL* might be heading for "A LULL" here.
CONtrary to 'the UNpopular mind-set belief'...Someone = Got that SPOT-ON
.
AGAIN

[wigwammer] 29/8/2018 12:25

Biontech have signed deals worth hundreds of millions of dollars with genentech, lilly and pfizer. They ARE big pharma/big money

[wigwammer] 29/8/2018 12:23

Found on the affimed chat board last week..It is NAIVE in the EXTREME to think BIG PHARMA / BIG MONEY = Are NOT aware.BIG PHARMAS / BIG MONEY = Knows EXACTLY what they are doing....'Tis the NAIVE the trHYPERS and swallowers.... Who DON'T

[the real lozan] 29/8/2018 12:08

3 years / 6 years...Grand Challenge...£1 a share/ £6 a share/£8+ a share... This company/ That company gets 'mega-bucks deals' = We are next
Makes NO difference
There has been NO deal for SCLP
trHYPERS reason, this is because BIG PHARMA / BIG MONEY is not yet aware of what SCLP has to offer.
...
It simply shows how NAIVE the trHYPERS and swallowers thereof are, if *WE ALL* are expected to believe, as they CLAIM, that BIG PHARMA / BIG MONEY = "is not yet aware of what SCLP has to offer."
....
BIG PHARMA / BIG MONEY = "is WELL AWARE of what SCLP has to offer."
It is NAIVE in the EXTREME to think BIG PHARMA / BIG MONEY = Are NOT aware.
BIG PHARMAS / BIG MONEY = Knows EXACTLY what they are doing.
...
'Tis the NAIVE the trHYPERS and swallowers.... Who DON'T

[wigwammer] 29/8/2018 11:45

I agree SCLP need to kiss a decent frog! My point is that BioNtech looks more like a prince each week. Grand challenge, TCR, largely funded to scib and modi results, depressed valuation, plenty of cynicism. Sounds good :)

[tosh123] 29/8/2018 11:32

Wig,
i cant argue with the fact that things look positive in this space, hence why im invested, but its all about kissing the right frog.
From my prospective, and IMHO, we wasted ( commercially ) many years dithering around and not having a clear road map of what we wanted( other than from the scientific prospective ).
Lets just hope that we are successful in the Grand Challenge because if we're not, then the whole ball game changes again.

My point has always been that we have massive potential. Unfortunately our previous BOD members somewhat lost their way, hopefully, the newbies will do a better job.

[wigwammer] 29/8/2018 11:17

Gazza - 2012 is correct, many thanks. Scancell was formed in 1997, affimed in 2000. So to repeat the point - a commercial deal for both companies has been a long time coming. Tosh - there must have been some reason it took 18 years for affimed to get a deal, but with due respect, I doubt too many holders care what those reasons are this morning. It clearly came as a surprise or the shares wouldn't be up 240%. Contrary to what I remember reading here during the 12p offer, the affimed placing price at $2 evidently signalled little about the commercial value of the assets. Within the space of a few months, the shares have risen to $5.50. Things look positive in this space - large caps interested and paying big sums. The great news for sclp this year is that biontech keeps signing lucrative deals with big pharma - they are a serious company with ambition and evidently interested in what sclp have.

[gazza] 29/8/2018 11:01

thanks son.

[bermudashorts] 29/8/2018 10:48

I'm not sure you can make too many comparisons to Scancell with the Affimed deal (either postitive or negative). Firstly, Affimed have been concentrating on blood cancers and the deal with Genentech was to develop NK cell therapies. Scancell aren't operating in either of those fields. Also, even though by Biotech. standards Affimed are considered small, they're still bigger and more mature (in terms of infrastructure and funding) than Scancell.

The takeaway messages for SCLP holders from this deal are

1) Genentech were prepared to make an upfront payment almost equal to Affimed's entire market cap and this was just to license one platform for one type of therapy (NK)
2) As you would expect with early stage tech. the deal is heavily back end loaded with (generous) milestones and royalties.
3) The deal was clearly driven by a combination of the quality of the science from Affimed but also the fit with Genetech's expertise and strategy - you need both!
4)Affimed's share price has rocketed from around $1.60 to $5.50 in the space of 2 or 3 days
5) Even though Affimed had previous collaborations with Merck and MD Anderson, the market was wanting to see a big commercial deal and the result is a sea change in sentiment and LTH's have been rewarded with a massive re-rate.


All just IMO of course

[the real lozan] 29/8/2018 09:54

AND - You're always welcomed here....Daddy
0 / -

[gazza] 29/8/2018 09:48

Wiggy, a small correction to your post..

Moditope was announced via RNS in August 2012. I remember it well as I was visiting my son in France at the time having maded my first investment in SCLP in the July.

[the real lozan] 29/8/2018 09:44

Just been 'blessed' by the 'visit' of 30+ colourful Bee-eaters landed in one of our Fig trees and taking turns to take a 'Fly-past display' 10ft away from the window at which I am sat.
The REAL world is much more rewarding

[gooosed] 29/8/2018 09:40

tosh123 - re your 17292 . . . not at all sure anyone could tell you definitively why it's not Scancell but I'm sure that the ability to produce data of the quality that's been seen from the SCIB1 PhaseI/II helps.

I suspect some holders of Scancell recognize that there was a deal a couple of years ago that perhaps fell at the final hurdle or maybe a stage before that. So I would say that (imho) would qualify as a 'nibble'.

[tosh123] 29/8/2018 09:33

Wig,
with all due respect, you know as well as i do that any raising is priced to reflect the current market value, eg what ever someone is willing to pay = current value... Normally with a discount applied.
Commercial value can only really be determined, once the product is commercial, and it is that very prospect / potential, that anyone investing in a cash raise, is gambling on, eg ;- the product becoming commercial !
This is where the brick laying, copy and paste idiot makes his fundamental mistake, he is already attempting to price in the commercial element, as, to use his words, " the future trials will not fail ", which is absolute rubbish... ( The problem is that he's so far under water having bought shares at prices which are multiples of todays, he has to try and justify his massive errors in judgement somehow, otherwise his Ego would have to admit that it was wrong, hence the £1 tomorrow, and £8 any day now hogwash ).

The Affimed deal is only one of many in an arena that is full of small bio's all striving to hit the market first.
To assume that no one else will get to market before Scancell is both dangerous and ridiculous.

I am invested here , in the hope that what we have, will firstly get through the trials, and secondly, that it is then commercial.... ( or, that like Affimed, we manage to get a deal done ).
Theres a long way to go though.