Scancell Share Discussion Threads

[panama7] 13/3/2019 13:52

ONW, as you say the IND is at the mercy of the FDA so how on earth can the Company keep saying that the trial is on track to commence H1 this year. The trial cannot possibly be on track until the IND is approved, it is absolute nonsense for the BOD to say otherwise.

[shiv1986] 13/3/2019 13:19

Go onto the ADVFN Twitter to take advantage to attend Mello 2019 at a 30% discount to our ADVFN users:

[oldnotwise] 13/3/2019 13:17

And why not from time to time?
:-)

[bermudashorts] 13/3/2019 13:13

Well it's good to speculate:)

[oldnotwise] 13/3/2019 12:29

Berm
Since China's never really been looked at as the possibility I'm beginning to think it might be, then given that market, and the fact that as you say SCIB 1 in the context you mentioned seems to be more than a good fit both commercially and market/demand wise. OK, we may have to accept something less than some of the overdone valuations (or maybe a series of licensing deals) but it seems to me we desperately need some long term finance to really get the Modi platform up and running.
Yes, China, it looks like it might just be the best bet for SCIB1 in the environment we can look at and consider as a basic concept.
Interesting point for further discussion maybe... Let's hope that if this idea has legs that Scancell (through RG) has already got some discussions underway. I should say that China wouldn't be my first choice, but I think we need to lower our sights a little for one (relatively) small part of our IP, so that we can add value to the (potentially) wider assets.
AIMO
ATB

[bermudashorts] 13/3/2019 12:13

ONW - if I had to pick one thing that I was most disappointed with here it would be the fact that Scancell haven't managed to develop SCIB1 further in the adjuvant setting - it's where it really belongs. I would dearly love to see it taken into a large randomised trial in that setting but it's hard to see it happening. Best chance would be via a licensing deal in China perhaps?

[oldnotwise] 13/3/2019 11:30

Berm, never seriously thought along these lines, but it might be a very interesting option, paticularly as China seems to be hungrily gearing up in the biotechnology market.
Would be ironic to see us listed in Hong Kong....
Now that'd be an RNS to ignite a recovery!!!!
ATB

[bermudashorts] 13/3/2019 11:22

ONW

From what I can gather the Chinese connection is very much RG's baby. There's a big push from both the BIA and the Department for International Trade to promote links with China for life science companies (see link below). The BIA set up a China Special Interest Group around a year or so ago and I assume that Scancell was one of the founding members as they were invited to form part of the delegation and to present at the BioCentury China Healthcare Summit.

So without doubt there is interest from Scancell and who knows, maybe one day we'll see a Hong Kong dual listing? !! In the meantime if China were to be a source of funding, it would be great if it came via a licensing deal for SCIB1 in melanoma. I think I remember reading that China now has more PD-1 inhibitors in development than the US and they have only recently approved their second home grown PD-1 which was developed in collaboration with Lilly. I honestly think this is the most likely source of a commercial deal for SCIB1. There are very few immunotherapies that can be scaled up at an affordable price for huge populations such as China. Hopefully Scancell can capitalise on that.

[oldnotwise] 13/3/2019 11:04

Berm/Panama
I guess the application for IND is at the mercy of the FDA panel. Since the Trigrid delivery system is completely and specifically intertwined with our biologic I imagine we simply have to wait and see.
As I've said before I still understand that whether the Trigrid has been approved for any other trial anywhere in the world, it has to be approved specifically in the context of our own application, and the panel can ask questions of either Scancell or Ichor, (which will likely require input from both companies) so until all enquiries are comoletely satisfied the IND ain't ours!
Fingers crossed....
:-)
AIMO
ATB

[oldnotwise] 13/3/2019 10:58

Bermuda
ref possible fundraising, what do you think about China as a possible source of funds? Hard businessmen, but maybe our phase two trialled IP might be a way forward?
ATB

[bermudashorts] 13/3/2019 10:51

panama -

I am still not convinced that all O/S requirements have been submitted yet. Whilst Scancell may have submitted their responses, are they still waiting for Ichor's? Would be interested to hear others opinions. Would be even more interested to get some clarity from Scancell.

[the real lozan] 13/3/2019 10:23

Private details - ???
There is nothing wrong in publishing 'details' of 'CONnections' of certain CLUB members... Who post 'in concert', and CLAIM - No 'CONnections' exist, or they are not 'CONnected'.
Not only do inane'n'co and Tarquin Eetup { Buy, Buy, Buy CLUB founders } back each other up...
They both have Thailand 'CONnections'
They both have Devon 'CONnections'
They both have previous 'Buisiness CONnections'
They both 'pretend'... they are NOT 'COnnected'
.
*WE ALL* should 'bear-in-mind / be aware of'... Who /What *WE ALL* are dealing with here.

[panama7] 13/3/2019 10:20

Still no news on the IND, the FDA have received our and Ichor's responses so if there are further questions being raised why are the BOD not keeping us updated. Total lack of respect once again shown by our BOD. 8 months since initial IND request and we are told it's just a minor technical issue. With this BOD it is not what they tell us which is very little it's more what they are not telling us.

[ivyspivey] 13/3/2019 09:58

Yes BS.
Putting private details about anyone on a BB is a big no no however much our personal distaste of another individual.
However there are some who abide by the convention of those who live by the sword and everyone must accept that if they behave beyond accepted norms then there are likely to be consequences.
Sometimes the genie is best kept in the bottle but of course there are always those who want to rub the lamp and see what happens

[oldnotwise] 13/3/2019 09:14

Berm
Simply by responding he would be! Lol
ATB

[bermudashorts] 13/3/2019 09:12

ONW - well let's hope he agrees with the point about the BOD being more aligned to shareholders:)!!

TommyFlowers - naughty. IMO discussing poster's private life and details is a no no unless it's information volunteered by the poster himself.

[oldnotwise] 13/3/2019 08:45

Bermuda
Not certain whether you'll have seen it (it looks like the post in question has been removed from the LSE BB) but it seems that Knowlesi's proposals have been sent to CH for his comments!!!!
Can't imagine any response from the CEO on it, but I was surprised to see what happened.
Rather a naive idea for an email I'd say, but wouldn't it be great if there was some sympathy shown to Knowlesi's proposals from the BOD? Hehe
What a palaver.....
ATB

[bermudashorts] 13/3/2019 08:34

Inanaco - re. your 20567. Perfectly OK if you don't want to debate it but if that's the case why raise the subject in the first place?

[oldnotwise] 13/3/2019 08:19

terror
Interesting, but the other BB told me this morning ;-
"After yesterdays buying spree MMs will SELL just 25k at 5.805."
Think it should have been ,
After yesterdays buying spree MMs will BUY just 25k at 5.805.
all very confusing....
:-)
ATB

[terror] 13/3/2019 08:14

5.805

Thats a 75% decrease in value for the Club funds despite 'No Risk'

The MFF is filled with individuals who know the price of everything, but the value of nothing

[the real lozan] 12/3/2019 17:34

Re my earlier observation -
"IF, by some EGOboy's trHYPE driven CHANCE, the increasingly DEEPER 'underwaters' do 'Get their money back'... they may suffer from ..The 'Bends' "
In the meantime, the WISER,more ASTUTE amongst *US ALL* will just have to put-up with the gang of M F F F trHYPER...' No Bends'

[gooosed] 12/3/2019 16:43

panasma7 - I think we've been down this particular road before - lol.

As a reminder - yes. Someone who imho was responsible for the CRUK SCIB2 collaboration/deal & the BioNTech research collaboration. I think it's accepted by many that there was a deal for SCIB1 a couple of years ago that fell over.

Was he beyond reproach - well by his own admission he wishes that they had raised more funds at a higher price. A point raised elsewhere earlier today. He was good at presenting but perhaps some throw away comments 'Left Field' that didn't materialise that I admit was frustrating. Finally though - his biggest blunder imho was backing the choice of his successor & DE's replacement. A personal opinion only of course.

[gooosed] 12/3/2019 16:26

panama7 - Thanks ... may well do - will give him the chance to post first.

[inanaco] 12/3/2019 16:25

Knowlesi is not on the BOD ...

if he was i would SELL ..

debate Knowlesi .. not me .. not interested

because i have already debated his position

[panama7] 12/3/2019 16:24

Goosed, you state you have no confidence in Holloway at all, did you have confidence in Goodfellow as our current situation is down to him as much as anyone else.