The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Started: WeTookPelham, Today 18:25
Last post: GF123, Today 18:32
Hard to tell. It’s above bid and 500k is a biggish trade. Interesting trade after the bell though. Let’s see what Tuesday brings. ATB
After the bell.
Anyone care to confirm if a buy?
Started: Bermudashorts, 23 May 2024 23:29
Last post: moonparty, Today 15:56
Scancell are putting in all the effort making potential partners/suitors aware of the Scope trial.
For a limited time, these people will be keeping a close eye on Scancell, but there is limited value in releasing data that does not meet their criteria (i.e. a minimum number of patients), else they will be paying attention to the wrong news.
Attention decays with time and exposure. So releasing non-conclusive data now would be wasted effort.
However, the fact Scancell are putting in the effort now indicates they are not too far off.
That's my take anyway.
I just don't agree with this comment earlier from Konar mentioned by others, "we are close enough to the full results now, that Scancell will be holding back for the full reveal".
MMmmm. IMO it would be much better to release significant incremental data as it becomes available, to create a steady build up of excitement to prime the moment of the 'full reveal' . . . ..
With all respect, I can't see any logic in that idea.
It's like not bothering to score until 'extra time'. But never mind . . .
In quiet periods it’s fun to speculate - don’t know why Scinv gets so uptight and personal with his comments. If he thinks this is a “dog” of a share why bother with his rhetoric??
The truth is that no-one knows when we will get the next update on the Scope trial.
That's exactly why Bermuda used the word "may" in his assessment.
Yet I had to ask you to answer to that drivel though it has been going on since this morning. Well played Bermuda.
Your buys appear to be showing on the Acquis exchange, along with a separate(?) 126k buy. Scinv I assume?
45,680 Again. Last order didn’t fill.
148,957 ATB
Yawn. Yes. But even if I wasn't there is no rule against non holders posting here.
So are you a holder here then?
A thread named after me, here we go again lmao. Keep it up guys. I just hope none of you mortgaged anything to buy shares, like those fools at SNG.
Maybe you should sell up if you're that worried? Assuming you have any shares to begin with.
Started: Cleanerworld, Today 08:13
Last post: Cleanerworld, Today 08:13
Scope trial posted on LinkedIn
https://www.linkedin.com/search/results/content/?keywords=Scancell&origin=FACETED_SEARCH&sid=sD0&sortBy=%22date_posted%22
1 day ago
(2 pictures one with Heather May Shaw and the other with Professor James Larkin
Both are on the newly appointed Scope clinical Advisory board )
Recently, our team hosted an investigator meeting to discuss the ongoing Phase 2 SCOPE study with our #CancerVaccine SCIB1, for the treatment of advanced melanoma.
Participants spent the day discussing the current #melanoma treatment landscape, followed by an in-depth overview of the SCOPE trial, including its current status and future plans. Attendees also engaged in workshops on medical affairs and data management. This was a productive day allowing all participants to be involved in discussions and demontrations.
Our newly appointed SCOPE clinical advisory board are encouraged by the exceptional results from the ongoing SCOPE trial. ICYMI, last month we also announced that the first patient has been dosed with iSCIB1+ and doublet checkpoint inhibitor therapy in the third cohort.
Learn more about the ongoing SCOPE #ClinicalTrial and clinical advisory board:
Trial details: https://lnkd.in/e4gni6vK
SCOPE Clinical Advisory Board: https://lnkd.in/eahKpqsb
https://www.scancell.co.uk/scib1-iscib1
#Immunotherapy #ImmunoOncology #Melanoma
#CancerVaccine
Started: JohnnyB1, 23 May 2024 20:02
Last post: JohnnyB1, 23 May 2024 20:02
Polly Brown, VP, Head of Business Development, Oncology R&D, AstraZeneca is one of the 5 panelists alongside Sath on the 11.40 am Panel:-
https://drive.google.com/file/d/1-WeggpKG_BTfijvY1diwnYZa00rKpXoK/view
It is well worth viewing her profile on Linkedin. She has been involved in a number of AstraZeneca’s deals recently including an agreement to acquire Fusion Pharmaceuticals, the acquisition of Gracell Biotechnologies and today a global licence agreement with Nona Biosciences.
This is part of a post she made last month:-
“When assessing external opportunities our teams at AstraZeneca always seek innovations that are underpinned by strong scientific rationale and that we believe have transformational potential for patients.
Together with our strong scouting effort, attending congresses such as AACR helps us to stay at the forefront of science innovations.
I hope to see colleagues new and old at AACR!”
I wonder if she saw Lindy’s presentation at AACR ?
Started: ciaskin, 23 May 2024 15:50
Last post: Bermudashorts, 23 May 2024 19:08
Corr:-
'a joint Scancell/Vaccitech (now Barinthus Biotherapeutics) poster which was presented'
Ray,
That's my understanding too. Link below is to a joint Scancell/Vaccitech (now Barinthus Biotherapeutics) whic was presented at CICON23 in Milan last September.
'SNAPvax formulation links TLR7/8 adjuvant to peptide to ensure co-delivery to APCs.'
'Modi-2 peptides can be formulated with SNAPvax technology enabling improved solubility and GMP manufacture and Modi-2 SNAPvax mediates strong immune responses and tumour therapy in mouse models'
https://scancell.co.uk/Data/Sites/1/media/publications/posters/2023/modi2-poster-25-sep-2023.pdf
interesting ciaskin.
if my understanding is correct, snapvax is to be used instead of amplivant for modi-2.
https://www.scancell.co.uk/data/sites/1/media/publications/rns/scancell-in-licenses-vaccitech-technology-to-advance-modi-2-towards-the-clinic-final-07.11.22.pdf
"modi-2 will use snapvax™ to codeliver ****citrullinated peptide antigens
and tlr-7/8a adjuvants in self-assembling nanoparticles designed to prime tumour killing t cells. the
company expects that the combination of scancell’s modi-2 with a highly effective platform for inducing t cells
(vaccitech’s snapvax™ technology) will lead to a potentially superior therapeutic vaccine candidate."
SNAPvax is the technology Scancell licensed in to develop Modi, as I recall...
https://pharmatimes.com/news/researchers-combine-herpes-virus-with-cancer-vaccine-to-treat-brain-cancer-in-children/
Last post: chester18, 23 May 2024 16:50
Ok hands up….
The higher number of shares is the Sell and the lower number is the Buy.
I knew what I meant but thanks for pointing it out so subtly 🫣
🤣🤣🤣
Hi Scinv_temp
Those are both sides of one trade. The higher cost is the Sell and the lower is the Buy. No other transactions required.
The small price and size difference covers the cost of the transaction a few more sold than bought. Trades as printed
Thanks, I guess I got confused. So we should see the same amount of buys today?
Last post: Scinv_temp, 23 May 2024 13:36
So clearly they don't expect the pps to rise in the next 30 days, if it is bed & ISA
Yes thank's Berm and yourself Violin. One thing Is for sure Sclp at this stage need some other source of finance. Very hard to see the same large holders continuing with large support. Unless their being told of some sort of deal coming shortly.
I hope LD has some serious update In her next presentation IF not we will drop another 2p. Which for all us Ltshs will be a serious let down again. IMO
Berm, thanks for your insight and thoughts .... give one more hope 😀
Dracula/Violindog
Scancell is primarily a cancer vaccine developer and their most valuable assets by a country mile are ImmunoBody and Moditope. On the other hand Genmab only develop antibody therapies so if they bought Scancell the bulk of the cost to them woud be to acquire vaccines that don't fit in with their business model or strategy. I can't see why they would do that when they can just license whatever glycan mAbs they're interested in from Scancell.
Pure speculation of course but IMO the most likely candidate for a takeover here would be one of the checkpoint inhibitor developers and probably one who isn't going down the mRNA route. When we talk about CPIs we tend to just think of Merck and BMS and anti PD-1 and CTLA4, but there's also PD-L1, LAG3 etc. and many other developers (including several Chinese pharma/bios).
Ray,
Very true. We are good mates don't let the lively banter fool you into thinking. Otherwise.
Inan has been unwavering in his £8 per share prediction first made 10 years ago. We had had 4x dilution since then but on the other hand we have more products in the pipeline.
Personally, if everything is successful it could be worth £4 per share but that is a long way off and there's still a risk. Consequently, TD have a today valuation of 30p. I factor in another 1 billion shares issued to raise funds so the potential would be half of £4 which is (hang on while I get my calculator) ah yes £2.
If I was offered 50p next week I'd take it. That is purely a personal decision as at my age I'm running out of time to spend the winnings.
Who knows, Inan may be right. One caveat - he thinks you can draw a straight line between two data points and get a "normal distribution".
AIMHO
Started: KonarA, 22 May 2024 16:38
Last post: KonarA, 22 May 2024 16:38
Seems we held an "Investigator Day" recently and we now have a Clinical Advisory Board for SCOPE..
"Our newly appointed SCOPE clinical advisory board are encouraged by the exceptional results from the ongoing SCOPE trial."
Started: Bermudashorts, 22 May 2024 09:06
Last post: Bermudashorts, 22 May 2024 12:03
No worries Burble - thanks for tying anyway.
Berm, sadly I can't access this.
Let me try #ICanHazPDF on twitter.
Does this link help
https://pubmed.ncbi.nlm.nih.gov/38725218/
Excellent find Bermuda.
Seemingly, some are catching on to Lindy's approach.
While it's quiet, the abstract below caught my eye:-
'It's been long thought that CD8+ cytotoxic T cells play a major role in T cell-mediated antitumor responses, whereas CD4+ T cells merely provide some assistance to CD8+ T cells as the “helpers.” In recent years, numerous studies support the notion that CD4+ T cells play an indispensable role in antitumor responses. .....................................................................These new insights on CD4+ T cells may pave the way to further optimize cancer immunotherapy.'
Frustratingly I can't access the full paper but am pretty sure Scancell's research is cited.
Burble/Ivy - you probably have access so may be of interest to you.
https://onlinelibrary.wiley.com/doi/10.1002/mc.23730
Started: Cleanerworld, 22 May 2024 07:34
Last post: Cleanerworld, 22 May 2024 07:34
Good to see Scancell have a press release out and a contact email address to reach out whilst at the Conference
PR is getting better commercially , still quiet on the general media
https://www.scancell.co.uk/Data/Sites/1/media/publications/rns/2024/240509-sath-scancell-conference-pr.pdf
Started: violindog, 21 May 2024 07:54
Last post: Ipad, 21 May 2024 15:13
I met him at the AGM. Very impressed.
Well with Sath raising his profile through presentations, being given share options effectively tying him to the company we can only deduce he is doing a great job and Scancell are VERY happy with his performance.
He not who…..🙄
Option award totally standard. They are worthless unless he can exercise them at over 10.1p (as he will need to pay 10.1p for every share on exercise) and they only vest (ie who only gets to control them) in tranches.
What I’d like to see is him now buying shares in the market, so that he better aligns himself with shareholders.
So.. Sath gets 1m options @ 10.1 p with no other incentive other than to stay in employment at Scancell.
So Scancell have slapped on the golden handcuffs .Is it unusual not to set a SP price target before options can be excised???
"These share options have an exercise price of 10.1pence each, the closing share price on 20 May 2024, and will vest over three years in three equal tranches from 29 August 2024 with no vesting criteria other than to remain in employment. Any unexercised share options which are being granted per the above will expire at 6pm on 19 May 2034."
Started: BuddhaBob, 20 May 2024 11:34
Last post: ciaskin, 21 May 2024 10:17
Thanks Burble - much appreciated!
Https://www.astrazeneca.com/media-centre/press-releases/2024/astrazeneca-to-deliver-80bn-revenue-by-2030.html
“AstraZeneca sets ambition to deliver $80 billion Total Revenue by 2030 and sustained growth post 2030
Investing in disruptive innovation that will shape the future of medicine and
drive long-term growth”
Sath will be participating in the "Advanced Immunotherapies Panel: Cell Therapies & Cancer Vaccines", alongside other companies including AstraZeneca, BTIG and Lumanity. The panel will discuss the current and future role of cell therapies and cancer vaccines and take place from 11:40am - 12:30pm CDT.
Chester,
Paradoxically, I think the BETTER the data, the MORE likely they will want additional funding. The further down the line they get, the bigger slice of the cake they will retain.
Personally, FWIW (and some say nothing!) I have allowed for another billion shares to be issued. At todays price that's only £100m so not a lot of money in this context.
Proactive Investors headline for the event,
‘ Leading Companies Pitching ‘
Do Scancell have any urgency to ‘Pitch’ for new investment? I would argue that they don’t at this present time if they know the data is building towards ‘a very positive RNS in Q3’.
Even if it’s a pre-agreed event from 6 months ago surely it can only be a distraction from the main focus, if there are no new details to show off.
I’ve patiently waited for the company to get into clinical trials and then follow the progress all the way to the important data reveal. What I and my investment need is a focus on the delivery of that data.
After the ‘ clinical update on Modi1 ’ non event at the AACR in the USA this year, I am concerned that this Presentation does not fit with the intention stated by Scancell that both trials will report sometime in Q3 or Q4.
I would like to be proved totally wrong, but …..
Looks like a busy time for presentations :
Go Sath !
Scancell to present at the Sachs 10th Annual Oncology Innovation Forum
Scancell Holdings plc (AIM: SCLP), the developer of novel immunotherapies for the treatment of cancer and infectious disease, is pleased to announce that its Chief Financial Officer, Sath Nirmalananthan, will be presenting, and taking part in a panel discussion, at the Sachs 10th Annual Oncology Innovation Forum taking place on the 31st May 2024, at the beginning of the ASCO meeting.
Sath will be participating in the "Advanced Immunotherapies Panel: Cell Therapies & Cancer Vaccines", alongside other companies including AstraZeneca, BTIG and Lumanity. The panel will discuss the current and future role of cell therapies and cancer vaccines and take place from 11:40am - 12:30pm CDT.
Sath has also been invited to give a company presentation, taking place from 1:20pm - 1:40pm CDT at Track B, Sinclair Ballroom, where he will discuss the ongoing Phase 2 SCOPE trial, investigating its cancer vaccine, SCIB1, in combination with checkpoint inhibitors (CPIs) in advanced melanoma and early data from the ongoing Phase 1/2 ModiFY trial with patients receiving Modi-1 as a monotherapy in a range of hard-to-treat solid tumours, which has shown good T cell responses, safety and tolerability.
Sath Nirmalananthan, Chief Financial Officer and Director of Scancell, said: "I am pleased to be invited to participate in both the panel discussion and to present details from our ongoing Phase 2 SCOPE trial and MofiFy study at this esteemed Forum. The program is focused on the latest innovation in IO targets and modalities, and I am also looking forward to highlighting the potential of our proprietary antibody technology platform and our innovative cancer vaccines, and to showcase the great work Scancell is making in this field."
Started: Rob23460, 21 May 2024 08:03
Last post: Rob23460, 21 May 2024 08:03
Well let's hope Sath expects his 1m share options to be worth more than the £100000.00 currently worth today when they vest!!!
Started: violindog, 20 May 2024 22:40
Last post: violindog, 21 May 2024 07:48
OK guys...point taken....but it was a very well written RNS that raised the SP by 80%
“l honestly believe that if Lindy adopted a VAL style of communication, it may temporarily please some retail shareholders but would severely damage credibility with those who matter most to Scancell's future and who ultimately will drive shareholder value here.“
I am in complete agreement with the above.
I have previously been a NED in another sector with a company that faced the same continual pressure from retail investors. Sometimes people literally don’t know what is in their own interests!
The discussions Scancell will be having on the glycan mAbs are a world away from those VAL will be having with potential clients for their new lab venture. Scancell have developed their own IP and created these novel and innovative mAbs. They will be handing over full data sets under NDA to potential partners who are then spending research $$$ fully evaluating them in the preclinical setting and where appropriate creating their own ADCs to understand how they will perform with their own drugs. Should they go ahead and license the contracts will potentially be worth hundreds of millions of dollars.
Contrast with discussions VAL will be having selling routine assays.
I honestly believe that if Lindy adopted a VAL style of communication, it may temporarily please some retail shareholders but would severely damage credibility with those who matter most to Scancell's future and who ultimately will drive shareholder value here.
I think you'll find VAL have put out their usual dose of vague bluster ahead of a run-up to a placing just to keep the lights on for another year or so. Nothing more.
Take a lesson from VAL ....look at the RNS under the section " Comercial update " and the info divulged without naming the said 11 companies.
LD has eluded that we have interested parties looking the mAbs etc etc .... it would be great if Scancell could word such a positive update and lift the SP 80% ...
Last post: dragon101, 20 May 2024 15:24
Small buy at 10.10 but why does LSE get the spread hopelessly wrong?
Last post: TorquayFan, 20 May 2024 14:56
Good to see a man of faith GF ! ATB
GF123, good to see you posting and adding. Yes, hopefully some news from Scancell soon .
Small buy. News soon hopefully. ATB
Started: Cleanerworld, 20 May 2024 13:30
Last post: Cleanerworld, 20 May 2024 13:30
As #MelanomaAwarenessMonth continues, did you know that as many as half of all patients treated for melanoma will face recurrence?
Despite recent advancements in the treatment of melanoma and other skin cancers, there still remains a significant unmet need for novel therapeutic approaches, particularly for patients living with metastatic melanoma.
At Scancell Ltd, we are dedicated to developing novel #immunotherapies for the treatment of cancer, with our ImmunoBody® cancer vaccines, SCIB1 and iSCIB1+, incorporating melanoma-specific epitopes to increase efficacy in a broad patient-population. We have previously seen exceptional results from the ongoing SCOPE trial, with an objective response rate of 85%, demonstrating the potential of our therapeutic approach to offer better survival outcomes for patients.
To learn more about our novel #CancerVaccine approach: https://lnkd.in/e2NGAR5P
IMMUNOBODY - Scancell
#Melanoma #MelanomaAwareness #Oncology #SkinCancer
Started: Balerno2, 20 May 2024 09:00
Last post: TorquayFan, 20 May 2024 10:45
Magnet - 'slow lane', 'hobbyist'. With due respect that's almost insulting and I doubt very much we are seen in Pharma world that way. Of course we are still waiting for news, but undeniably there's a great deal of activity under way. I know how you feel, but you either wait for the data and deals, or you don't! ATB
My fear is that we are very much in the slow lane and considered 'hobbyists'.
There's nothing that can be done now but sit and wait for the data to come through and hope that it's good. Then at long last (very long last!!!) can we start to move up a gear into a faster lane, hoping all along that the likes of AZ haven't got more advanced plans in place.
So AZ are planning an Antibody Drug Conjugate manufacturing facility in Singapore for 2029.
The company explained manufacturing of ADCs is a multi-step process that comprises antibody production, synthesis of chemotherapy drug and linker, conjugation of drug-linker to the antibody, and filling of the completed ADC substance.
So they must be confident of the results from trials and obviously have a timescale to achieve approvals. So what will they be making and where does sclp’s products fit into the conceptual jigsaw? AZ obviously have a timescale and a plan for commercialisation.
How far behind are we?
We have MABs, glymab, scib1 and Modi1 plus glycansz
Started: RuckRover, 19 May 2024 10:16
Last post: emptyend, 20 May 2024 08:17
Quite so, tf.
It literally isn’t worth obsessing about, still less arguing over.
Probabilities are calculated because one can, but the only certainty is that more data points are needed.
That said, there seems every reason to expect them to deliver more or less to expectation.
Good try Ruck, BUT, don't pretend that everyone, excepting the newest of the 'newbies', wouldn't be aware of whom you were referring to. Never mind.
As for engaging, I've already posted, "I accepted that Scancell might just have known what they were saying, in the first place." ATB
Sorry TF, I didn't insult him as I deliberately omitted to name him. But you've done that now!
If you want to defend him, do so on ADVFN where we can all engage.
Ruck - IMO it's not right to insult Inan here when you know that he can't reply.
Re. "It was Scancell that came up with 90% based on the same data set. I just wanted to show where it may have come from".
Very noble of you I'm sure, but for me, I accepted that Scancell might just have known what they were saying, in the first place.
Jackdaw,
I agree, it is a very small sample. For sales forecasting I always use at least 24 months in order to at least get some idea of seasonality.
It was Scancell that came up with 90% based on the same data set. I just wanted to show where it may have come from.
Still, a data set of 11 is still better than a data set of 2 as advocated by the idiot over on ADVFN!
Started: Cleanerworld, 20 May 2024 08:15
Last post: Cleanerworld, 20 May 2024 08:15
Https://www.clinicaltrialsday.org/#ctd2024
Let us all pause a moment and consider all the brave patients and clinicians who have put their trust in the hands of eminent scientists and early stage trailblazers
Clinical Trials Day 2024 Official Sponsors
ACRP recognizes the following organizations for their generous support of Clinical Trials
Started: violindog, 18 May 2024 00:22
Last post: RayPointer, 18 May 2024 10:28
Yes, it looks like the big boys are squabbling over mRNA patents.
Let's hope that they are all in for a big shock once further Scope trial results are published 😂
Wonder what that means RE their cancer vaccine platform? Based on the same technology, no?
Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach
Moderna has won a case at the European Patent Office in its dispute with Pfizer and BioNTech over its Covid-19 vaccine, in a boon for the mRNA-vaccine maker in its ongoing legal fight to recoup pandemic profits from its rivals.
The decision by the EPO’s Opposition Division on Thursday to uphold the validity of one of two disputed patents is a boost for Moderna, which has faced several setbacks in its legal battle over Pfizer and BioNTech’s bestselling Comirnaty vaccine.
Last post: Maxparker, 17 May 2024 17:59
Hi Krafty, Nice to see your post ( message of wisdom )
Hope you are well . see you at the next AGM long time since 2015 @ East Midlands
Regards Max
Where did u turn up from?
I've always found that those who are the most aggressive are the least informed and the least honest.
And by the way, since you are the one who used it as an argument, why are you now asking someone else to explain it?
Because you are full of poo poo :)
Lmao. OK. Got it now. Good luck with that attitude.
Started: Balerno2, 17 May 2024 10:21
Last post: emptyend, 17 May 2024 10:29
Fair point. Though I’d pay more attention to the big picture timelines……the raft of conference presentations in the last three months followed, IMO, by 6-8 weeks of discussions under NDAs…..followed by updates on the trials early in Q3 and, simultaneously, deals to take the trials forward into the next stages…..
…..or something even bigger.
So on the 31/5 LD is giving an investor presentation at the Chesterfield Hotel in London. Sath is also giving a business presentation in Chicago to the Sachs conference on the same date at around the same time.
Now who cares to speculate about the coincidence?