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Interesting he questions that Lindy was asked - they would have been pre-prepared, and careful to avoid any info not already in the public domain. Lindy must know how the scib1 non-reported patients are doing and she was even more smiley than usual.
This was basically a message to investors saying "don't stress, everything is fine".
Scancell never, ever stand still, there will be stuff going on they can't talk about.
Tidy up of my post:
"...Therefore it would be wrong to write Scancell off for the next 4 to 6 months as good news is not exclusive to the trial updates"
Chester has hit the nail on the head with this post IMO.
Surprised so many are focused on this viewpoint RE everything depending on SCib trial results*?
Have people forgotten everything else going on and the fact have multiple avenues ongoing?
As we are all aware, they have been noticeably quiet of late too.
Chester, I respect your confidence on the mAbs but apart from Genmab...those other companies are certainly taking their time to make an offer. Would be a terrific confidence boost to secure another deal.
The 311k will just be a clearing out of the seller. It wasn’t me…..I paid 3% more to buy on the way down.
I suspect there won’t be much volume on the sell side after that interview bit of PR
...and the fact Scancell have multiple avenues?
"Therefore it would be wrong to write Scancell off for the next 4 to 6 months as good news is not exclusive to the trial updates"
This exactly. Surprised so many are focused on this viewpoint. Have people forgotten everything else going on and the fact
Positive trial data is very important but it’s not the only avenue for Scancell to be a successful company.
There is still time for GenMab to take our Mab into a Phase1 trial. Additionally LD said they were interested in another target / Mab.
We still do not know the outcome of the 6 month evaluation announced some 9/10 months ago or indeed any of the other RNS’ed collaborations.
Therefore it would be wrong to write Scancell off for the next 4 to 6 months as good news is not exclusive to the trial updates.
WTP - the 'astute' only ever comment on sells, it's part of being balanced. 'We can all agree' on that.
Yes, it's good to see a large buy. I was wondering where those sells were going.
From the video this am... everything rests on Q3 Q4.
Lol....I was going to make a similar comment. How come no mention yet of the "buyer" and lot sizes :)
Buying in 311K lots now?.
Yes
311k.
Agreed Chester. I also think that the picture here often gets very clouded by constant reference to investments made 10+ years ago. Not suggesting at all that isn’t factually correct for some posters but it’s also a hard fact that it’s less than 4 years since Redmile liked what they saw and fully backed the company with the cash needed to accelerate progress in the clinic.
That is a really excellent interview and clearly shows that Scancell are progressing towards data that will drive those products to market.
We are looking at the last quarter 2024 for the large clinical data reports but there is a lot more going on other than what was discussed. Absolutely no mention or questions on the potential of a GlyMab or AvidiMab deal. Deliberate, I would guess so.
When will investors realise that tackling the very hardest, most mature and highly immuno-suppressed cancers is the greatest challenge for any new technology.
To get any results is amazing and added to that Scancell’s science does it with minimal toxicity.
It’s been a long journey but the necessary positive results are clearly within Lindy Durrant’s sight.
Selling in 10K and 5K lots now?.
Hi cleaner
Clatterbridge is hosting at least 2 studies into immunotherapy. One from Moderna and the other from sclp. The radio5 interview is unclear about Adrian’s treatment but it is working. Of course the prof does discuss a more universal vaccine too. I’ve yet to watch the BioTv interview but things seem to be moving at last.
Ever hopeful for an RNS on Tuesday about the LD interview. Has anyone posted it to PA and the media in general? People will want some relief after the local government results and political speculation.
Burble,
Yes, unless things have changed Cytokeratin 8 is one of the targets for Modi2..
Indeed Bermuda. Next step is a main LSE listing or a listing in the USA.
We should know which by this time next year.
I didn’t see that cardboard wall wobble once.
Agree excellent video, LD seems confident especially around Modi-1, SCIB1 and i SCIB1+.
So data Q3/Q4 - based on body language, I would hazard a guess that it’ll be Q4 for those. Interesting that the GlymAbs seem to be being explored in the ADC space - will be interesting to see what companies are hot in that area.
berm, you may be better placed to answer this but was there a slip of the tongue when she said cytokeratin being one of the targets for Moditope? Or is that in modi-2?
Bazookajr,
Excellent, thanks for the link.
My thoughts exactly Bermuda, best performance I have seen from LD, very upbeat and reassuring.
Bazookajr
Thanks for that. Excellent interview - probably the best yet. Not easy in such a short space of time to explain the complexities and potential of the whole portfolio and I thought she pitched it at just the right level. Also for those who were concerned, Scancell clearly have no intention of delisting.
Scancell's CEO discusses her company's cancer immunotherapy programs
https://www.biotechtv.com/post/scancell-may-3-2024
Me and Inan coming to agreement and AB getting 11 recs within a couple of days, who’d have thought.
Perhaps reality in finally starting to set in.
Word soup Ray? Must be Gaz-pacho.