Scancell Share Discussion Threads

[gazza] 25/3/2019 12:20

Thanks goosed.

just going back to valuations:

I notice in the Trinity Delta report valuation, they use a royalty figure of 17%. Is this an industry average does anyone know?

[gooosed] 25/3/2019 09:43

Scancell attracting early (research/academic) interest in its Glyco platform :

[the real lozan] 23/3/2019 09:57

P S -
Inane'n'co spouts - "except Lozan never has a view"
It is NOT ""except Lozan never has a view""
One might believe - It is my fault this sits at sub 6p ???
It IS the 'VIEW' = 6p...Of the market = REAL Experts, experienced people in the REAL financial world... not "Lozan's View".
Do *WE ALL* think they are WRONG ???
OR
Do *WE ALL* 'place our TRUST in, and believe *the words* of'...a self CONfessed spiv, Who - Whilst urging others to 'BUY'BUY'BUY and HOLD {on to resulting LOSSES} - to - "GO ALL IN", "NO RISK here" etc.
WAS
Secretly SELLING { do not forget HIS SCAM mates, who were probably doing the same}
=
It could be said - Lozan is not alone in *Lozan's VIEW* as to WHO is 'TRUSTWORTHY or NOT'

[inanaco] 23/3/2019 00:53

Gazza

bermuda and myself are talking about modi1

TNBC ... using modi1 instead of radical surgery / adjuvant chemo

[gazza] 22/3/2019 23:05

Bermuda, thanks again.Inan, The value of the melanoma treatment market is reportedly $14b dollars. Are you saying this cost is only drugs and that other costs, for example, surgery could be added to a drug such as SCIB1 as it could replace surgery?

[inanaco] 22/3/2019 20:19

the complete response rate is absolutely critical in the modi1 trials because the bulk tumour before surgery and adjuvant chemo maybe indicative of the highest point in the autophagy cycle

which is why i just do not see how you can firm any valuation because you are missing so much data ...

however if a CR appears in Phase 1 .... get excited

[inanaco] 22/3/2019 20:13

I keep explaining that you still as yet do not know staging .. reason why i say that Bermuda is it maybe possible to save the patient before a mastectomy rather than after ...


hxxps://www.clinicaloncologyonline.net/article/S0936-6555(18)30442-4/fulltext

[bermudashorts] 22/3/2019 20:00

Ruck,

Around 7,500 new cases of TNBC are diagnosed in the UK each year out of a total of approx. 170,000 worldwide.

[inanaco] 22/3/2019 19:18

that is up to Ruck .. it is his project

[inanaco] 22/3/2019 18:57

because every stage has a "standard of care"

for instance

melanoma first ""standard of care""" is surgery

second stage is adjuvant to surgery

etc etc



NICE ... well it's indicative of value Bermuda .. not sure what algorithm you would use for a """ global drug marketing valuation """

[inanaco] 22/3/2019 18:33

which means

valuations per patient would have to be considered using NICE formula

which brings us back to square one again

[inanaco] 22/3/2019 18:32

fine ...

but that then creates a problem as Ruck was trying to use the expenditure to that point as a gauge to market size, when you cannot because it's already been spent

thus Moditope technically could be a Brand new market if we know the exact point of vaccine delivery to staging

[bermudashorts] 22/3/2019 18:29

......but we have been told by Lindy Durrant that the setting for Moditope is late stage, bulky tumours - so would you agree that at least Modi1 will target stage IV breast cancer patients? It may be that it's also suitable for some earlier stages but for now stage IV would be a reasonable assumption?

[inanaco] 22/3/2019 18:12

I refer back to my original post that we discussed


inanaco - 21 Mar 2019 - 18:26:02 - 21036 of 21136 Using immunology to fight cancer. - SCLP
that is what i replied to Bermuda

ruckrovers post


""""Did anyone manage to find out how much the market for triple negative breast cancer is?
I believe it will be one of the first MODI in human trials.""""

answered perfectly with

"""the issue is staging ... to try to assess market size, moditope is a late stage treatment as such we do not yet know the optimal staging thus its difficult to predict patient numbers, because many that fall through early diagnosis will not do well because of the aggressive nature of the decease. """

[bermudashorts] 22/3/2019 18:05

Inanaco,

So do you see Modi1 as a first line treatment for late stage TNBC?

[the real lozan] 22/3/2019 18:00

Most intelligent I Qs would agree / DO agree =
NOT -"what "if" funding then"
BUT
WHEN " funding then " ???

[inanaco] 22/3/2019 17:51

Good ....lozan

so we don't have to discuss

what "if" funding then

[inanaco] 22/3/2019 17:48

patients die from cancer ..

don't you get it

they are untreatable

moditope could prevent that so it generates a "new market"

because Moditope is a late stage

you cannot "generate a true" market size based on early stage treatments "VALUE"

in other words a patient could receive Immunobody ... before Moditope .. but not the other way round

[gazza] 22/3/2019 17:41

Inan,

Could you please respond specifically to this request:

Inan,

You said
""let's take an untreatable cancer""

I said, OK which one?

So which untreatable cancer do you want to take so we can look at its market potential? I'm sure I will be able to find a correlation between number of cases and spend, differentiating between those with treatment and those currently without. We can then superimpose the with pattern onto the without group.

[ivyspivey] 22/3/2019 17:40

Gazza,Absolutely and yes so many posts to try and read and digest.
However the first deal is the most important to most market investors/ traders as it validates the science and of course the amount of the payment.
For the vast majority of people on AIM you can tell them the science is fantastic and potential enormous and they will truly respond to excellent trial results if they understand the significance which is not always clear( hence I am always sure you can probably buy in here on significant trial news)but certainly they will respond to a deal.
So with a market cap of £25m or whatever and a deal is announced for £20m the traders etc will pile in without understanding whether it us a good deal or not,

[inanaco] 22/3/2019 17:26

so you cannot use, lets say the existing expenditure of stage 1 patients in your calculations because it's already been spent