Scancell Share Discussion Threads

[gazza] 29/8/2018 19:03

I think some people need help with English. The last time Lozan suggested we might be in for a lull I had to agree. I still agree. Lull does NOT mean going down it means a period of inactivity. The share price and volume have stagnated. As I said last time, this is unlikely to change until trials have started AND some positive results have been reported. Probably 2020 or late 2019 best case. IMO.

[inanaco] 29/8/2018 18:52

dementia never improves with age ...

[wigwammer] 29/8/2018 18:48

Well his last post was a big improvement. All the joyless irrelevance one has come to expect but without the unnecessary word count :)

[the real lozan] 29/8/2018 18:35

Flounder ???

[wigwammer] 29/8/2018 18:27

Actually I'm a little amused that this "lull" as you describe it is even worth mentioning. Perhaps victories in your life have been few and far between :) The shares are at 12p, around where they were at the placing in April. For there to have been a "lull" I can only assume there was a rise first, which WE ALL KNOW you never predicted. Please enjoy your logs :)

[inanaco] 29/8/2018 17:51

Fair enough which actually makes the value higher as its very specific, if they have ruled out the T cell side of the platform in other words they could have paid more to fully access the potential unless they see no point in that as the NK cell already has the binding onto the bispecific antibody thus only one arm needs to change to move to another cancer target

[bermudashorts] 29/8/2018 17:17

Inan,

Re. your 17347, it is only for NK cell products. You've taken a paragraph out of context which is simply describing Affimed's ROCK platform - Genentech are licensing NK cell products generated by that platform. This is the previous paragraph from the announcement:-

"Heidelberg, Germany, August 27, 2018 - Affimed N.V. (Nasdaq:AFMD), a clinical stage biopharmaceutical company focused on discovering and developing highly targeted cancer immunotherapies that harness the power of innate and adaptive immunity (NK and T cells), today announced that it has entered into a strategic collaboration agreement with Genentech, a member of the Roche Group, to develop and commercialize novel NK cell engager-based immunotherapeutics to treat multiple cancers."

Have a look at slide no. 5 from their corporate presentation

[wigwammer] 29/8/2018 16:34

Jeez.. another bag of sh1te written on this board this afternoon. For those interested in Scancell - genentech did a deal in an area adjacent to Scancell, very high upfront payment relative to market value, the 18 year wait evidently suggesting little about the quality of science or current commercial interest in the assets.

[tosh123] 29/8/2018 16:19

Ting ting ( the shop door opens again )

Assistant ;- BLIMEY, what happened to you ?
Ineptico ;- i tried another shop, but got caught lying and cheating, so the staff gave me a right royal hiding.
Assistant ;- Wow, has that ever happened before.
Ineptico ;- Yes, every time i go there.
Assistant ;- So why do you keep going back ?
Ineptico ;- ??????????????????

[tosh123] 29/8/2018 16:15

We can all see who won the arguments, theres only one ego that thinks otherwise.
The word " Dangerous " is still on the post, and Gazza tucked him up like a kipper.

The loser just keeps on taking one nose bleed after another.

[inanaco] 29/8/2018 16:12

One other point Boom

You stated

"""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.""""


you ruled out T cells .....


Affimed will apply its proprietary Redirected Optimized Cell Killing (ROCK®) platform, which enables the generation of both NK cell and T cell-engaging antibodies, to discover and advance innate immune cell engager-based immunotherapeutics of interest to Genentech. The collaboration includes candidate products generated from Affimed's ROCK® platform and multiple undisclosed solid and hematologic tumor targets.

that is not what the agreement states

[inanaco] 29/8/2018 16:05

loz, and yet you sit and diligently observe it, even with NO Interest

[inanaco] 29/8/2018 15:53

Loz

Boom has withdrawn the use of the word dangerous

wtf you on about ?

[inanaco] 29/8/2018 15:51

that is your opinion ...

i have explained in very high detail how you can compare

which you have not reasoned against

[the real lozan] 29/8/2018 15:50

Good to see, as *WE ALL* do, that BoB wins another arguement with SCAMACO.
As does Gash

[bermudashorts] 29/8/2018 15:45

Inanaco,

I'll leave it at that. Both companies are at such an early stage with their pipelines that I just don't think it's relevant or helpful to try and compare - they're not competing with each other. They both want to secure the funding and deals to continue to develop their products. Affimed seem to be well on their way, let's hope Scancell get there soon.

[inanaco] 29/8/2018 15:39

Gazza

Excellent pontification again

why do you want to compare the Helper class with cytotoxic class ?

they both carry TCR

NK cells do not

[inanaco] 29/8/2018 15:30

Debate over then boom ...

but i would highlight that Lindy herself identified cost of product was reduced by dosage using amplivant moditope,

Scancell has experience of this indeed Immunobody is an antibody ...

the point being that Immunobody was always considered to be an "adjuvant treatment"

Affimed has entered the end stage cancer areana

so its competing with Immunobody plus Pd-1 on a technical front

but from a commercial point if it moves into solid cancers its head to head with moditope

as its using a PD-1 it will always have extra costs of treatment plus added toxicity

Moditope does not need PD-1 ---- prove moditope and it will become the dominate treatment across all solid cancers in late stage if the sort of efficacy achieved is transferred from mouse to patients. Scancell is only looking at 3 patients gaining benefit in the phase 1 trial to move it along

we wait to see the results of moditope development in blood cancers

[bermudashorts] 29/8/2018 15:18

Inanaco,

Oh OK didn't realise the whole discussion was about the use of the word dangerous - I'll change it.

As for dosing level - not sure how you work out that a lower dosing level of a completely different drug gives Scancell a lower cost of sales. Surely you'd need to know the manufacturing cost for both products?

Finally, I think most of us understand how commercial deals are valued - I have already pointed out in my dangerous post that the deal is heavily back end loaded.

[gazza] 29/8/2018 15:15

Perhaps it's dangerous to compare (or confuse) cytotoxic T cells with helper T cells?

[gazza] 29/8/2018 15:13

Orinoco,

You are getting very uptight about the use of a word. Mr Bermuda didn't say:

"It IS dangerous to make comparisons to Scancell"

but:

"(I) THINK it's a BIT dangerous to make TOO MANY comparisons to Scancell "

Instead of dangerous, perhaps the word inappropriate, pointless, useless, unwise could be used?

Whereas, it IS dangerous to think this will be £6 any time soon.