We would love to hear your thoughts about our site and services, please take our survey 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.
Thanks for posting EE. Very encouraging to see someone has picked up on Scancell’s presentation at AACR….was beginning to be a touch concerned at the complete lack of coverage.
Https://www.cancertherapyadvisor.com/reports/scib1-vaccine-nivo-ipi-melanoma/
….interesting read…..
The below 10p share price is frustrating when we know that the science is gaining traction.
The clinical trials must be consuming 10’s of thousands a week and be creating vast amounts of admin to ensure Scancell conform with the all the trial protocols and legislation.
This is a very expensive business and the only way to see a return on that investment is for the trial data to be converted into MHRA or FDA approvals. Even then it has to be good enough to convince the medical professionals to adopt and recommend to their patients.
The recent AACR was a great place to get the message out that this treatment is working extremely well and has a high probability that it will be approved and adopted in the coming years.
SCIB1 plus the two checkpoints is working in an area of Melanoma cancer that so far has no treatment. So we can be excited by the fact that patients lives are being extended where previously there was no hope. We also have to understand that at the moment we only know the data for 13 patients. As our Chairman pointed out, we need positive data in a minimum trial sample of 40 patients. At that point it becomes clinically / statistically significant.
We cannot be very far from having that kind of data. Scancell’s target is to have that level of patients enrolled by the end of June and the scan data by the end of September. It could be a lot earlier if the 85% ORR is maintained.
@Burble Any suggestions?
Dracula, I've slowly been averaging down over the years with a drip feed of purchases whenever I've had some spare cash. Still slightly underwater but it's not a crazy amount that it needs to climb to get back into a small profit. I'm hoping to hold out for when it does rise, but I've stopped making any major purchases as I feel there are other opportunities to invest in other companies where the returns will be greater/quicker than locking more money up here.
The uncomfortable and very annoying fact, however, is that the share price is basically where is was in 2020, which is also roughly the same as Redmile’s average in-price and, more irritatingly, my own.
Other than the recent small fund raise since, I can see absolutely no reason why the share price is a mere fraction of “derisory” - other than the drag of being listed in London instead of the more vibrant and accurate NASDAQ.
The valuation gap needs to be closed as a matter of urgency……
Burble I hope you got in at the 4P/10P range not at the 40P. Commiserations If you did at the 40P.. Isn't It near unbelievable that with ALL the progress Sclp have made In all the different Trials that Investors/Pharmas/11s don't see that SP value today after All that time and progress?. IMO.
I agree C11 in 2020 was indeed interesting especially Redmile were also early investors of BioNTech let’s hope magic rubs off in all directions for patients and share price
I also believe references to 10+ years etc are a little misleading in respect of what has been achieved by Lindy and her team. The Company wasn’t really well funded until Redmile came along in late 2020.
TF, Burble,
Like you, I have been invested for many years (since July 2012)
However I disagree with "we're waiting for something transformative to happen" statement.
There have been a number of transformative events, just that none of them have resulted in a permanent transformation in the share price.
Thanks Burble. I had wondered if you were the long lamented Puritas who was one of many other Posters missing now!
Likewise - "nearly 13 years it’s been and still waiting for something transformative to happen." GLA
The collaboration agreement with BioNTech 2019
Scancell to collaborate with BioNTech
Scancell to collaborate with BioNTech to investigate T cell receptor based therapeutics for the treatment of cancer
Agreement expands potential therapeutic utility of Moditope® to adoptive T cell therapy
Scancell Holdings plc, (‘Scancell’ or the ‘Company’) the developer of novel immunotherapies for the treatment of cancer, is pleased to announce that it has entered into a research collaboration with BioNTech for the potential development of innovative, T cell receptor based therapeutics for the treatment of cancer. This research collaboration combines Scancell’s Moditope® immunotherapy platform and BioNTech’s platform technology for high-throughput cloning and characterisation of naturally selected T cell receptors.
Moditope® represents a completely new class of potent and selective immunotherapy agents which could have a profound effect on the way that cancer immunotherapies are developed. It acts by stimulating the production of CD4+ T cells using citrullinated tumour-associated peptide epitopes which overcome self-tolerance and destroy tumour cells. The technology overcomes the immune suppression induced by tumours themselves without the need for checkpoint blockade inhibitors, thereby allowing activated T cells to seek out and kill tumour cells that would otherwise be hidden from the immune system.
Under the terms of the agreement, Scancell and BioNTech will enter into an initial research collaboration to discover and characterise T cell receptors specific for citrullinated epitopes from vimentin and enolase. These epitopes form the basis of Scancell’s first Moditope® development candidate, Modi-1. Upon completion of these studies, BioNTech will have the exclusive option to enter into a licence agreement for the development of cell receptor based therapeutics that are specific to Modi-1 epitopes.
A reminder of the research agreement with BioNTech
https://www.scancell.co.uk/scancell-to-collaborate-with-biontech
TF
Thanks for your post .. I found this was posted by Scancell in their LinkedIn page . And has had 64 likes
I find it odd again mentioning Biontech ?
I also posted A video of prof Sarah Danson ( an author of the abstract ) from the focus melanoma conference . Sponsors by Scancell . Ther was a whole slide seditious The uk government investment / partnership with Biontech and Moderna ?
Wonder where the research collaboration with Scancell and BioNTech agreed in 2019 !
Seems odd BioNTech mentioned in Rns post LinkedIn page and presentation at Mellanoma conference .
I have cut and paste from Scancell LinkedIn page
ICYMI, Scancell Ltd CEO Lindy Durrant presented data at American Association for Cancer Research on its open-label Phase 2 SCOPE trial investigating its cancer vaccine, SCIB1 in advanced melanoma, as part of the #AACR ‘Cancer Vaccines: Ready for Prime Time?’ clinical trials symposium.
The session covered progress from a number of other innovative clinical stage cancer vaccines including follow up data from the BioNTech mRNA vaccine, which reported T cells could still be detected at the three-year follow-up point. This is highly encouraging for the cancer vaccine space, particularly as SCIB1 has demonstrated an 85% response rate among 13 first-line advanced melanoma patients.
🔎 Learn more about SCOPE: https://lnkd.in/eivcrTxX
#cancervaccine #melanoma #AACR24 #immunooncology #immunotherapy
Actually correction, it must have been 2011 that I made my first investment. That was when I got made redundant from Pfizer. Still, nearly 13 years it’s been and still waiting for something transformative to happen.
TF of course. My first purchase of SCLP shares was a spontaneous purchase made back in around August/Sept 2010 when I first started investing. I had just been made redundant from Pfizer at the time and had some spare cash lying around. Having never invested before I had no idea forums etc existed and had done very minor research into the company if I’m honest with you.
It was then later whilst working for a small biotech in Oxford, at the time I was looking at investing in OXB and was doing some research on them that I stumbled across LSE, joined and the rest is history!
Burble 16.12 - re. "it just seems to have fallen a bit flat" - I agree absolutely. Re. 14 years, your identity shows an 11 year history? May I ask if you used to post under another name? Just curiosity? Whatever, sincere thanks for all your contributions here.
Re. Redx - some great posts in this discussion but I agree with EE, - "the exit route here is a corporate deal" . . . . but maybe only for a single platform and as Buddha suggests, "it will land with a bang".
Cleaner, thanks for the 'Fierce' link and whilst it's disappointing to see no mention of Scancell, 'Fierce' is 'fluff' in this process. IMO it's really the personal interactions between CEO and Pharma that we cannot be told about that will move us forward . . . we just don't know what may be going on. Remember CEO's earlier report of a comment from Moderna.
Dalester 18.36 - agree with your perspective on meets such as AACR but at the very least, I was hoping for prompt if bland comment from team Scancell after the event. I am surprised that with the 'beefed up' team, we have not had that yet . . . but there may be good reasons for the quiet. We'll see.
I've added Kash to Drac in my filter. GLA
What a load of bullocks!!!…some on here need to pull there heads out of there rses and stop imagining worse case scenarios when there is no current evidence other than the demons banging drums in their heads!… ffs stop hanging around this BB and get a hobby or have a drink and relax…😜
Indeed Bob - SCLP is going to be bought out for a pittance the instant Redmile go over 30 percent (obviously imminent several months ago), then they're going to delist, then there's no interest from anyone for anything, but meanwhile recruitment to the trials progresses well, and a target ORR of 70 percent (ambitiously beyond the industry standard) is comfortably exceeded. Some people seem to forget how rigorous and thorough trials are, and how the issuing of updates every two minutes would probably be a bad sign. Prolonged silence means work is progressing imo. Patience is a virtue, but the exit door is always available to those who want out.
In the absence of news, its amazing what theories people come up with to fill the void 😆
Stop trying to second guess whats going on. Its all positive and the research is progressing nicely. Forget big pharmas and let the research speak for itself.
Ultimately, there are real people whose lives are being directly impacted by what SCLP are doing, so let's focus on the big picture.
The weather must be gloomy in Transylvania 😒
With all the Conferences/Presentations that Sclp have attended. I'm beginning to feel that big Pharmas are saying Oh no Not Sclp again. Look at the SP reaction similar every time after. It's beginning to look like their flogging a dead horse. If Pharmas were Impressed with Sclp the SP would be higher and there would be a buzz about. The only reason to attend Is to try and attract a customer, why else If they already Have Interest. IF something positive Is not presented In the next couple of months the SP will head towards 5P. Then again maybe It's because there's a 100BL price tag IMO
Is there any point in trying to pump Scib at these conferences? Its hard to imagine that there are more than a handful of major players who woulð want and can afford to buy it outright from us, it would be easier and just as effective to just to courier the latest data staight onto the desk of the CEOs ... if the data continues to impress the value simply increases and the pool of prospective buyers shrinks even further. My sense is that these conference junkets are ideal for one to one conversations but the actual presentations are pretty much a waste of time. I refuse to get excited about presentations any more, nothing much will change here until a large amount of cash arrives hopefully big enough to move the share price permanently . Unless of course, a Nasdaq listing is much closer than we imagine...in which case presenting to a knowledgable US audience may be valuable...
Burble...perhaps it is a question of "deep pockets" from BioNtec and Moderna "paying" for publicity !
Interesting that despite the presentation from SCLP, there is no mention of them in that article.
I sometimes wonder whether the delivery of our data isn’t as exciting. I appreciate our trials are earlier stage, but we never show data or scans from patients who were on the Ph1 trials (though I realise that was when we were trying electroporation), we occasionally show the swimmer plot, but it seems presenting data in the manner that we do, never seems to trigger that a-ha moment. Though I’m unsure what to suggest otherwise.
We had a fantastic opportunity here, sharing a session with some other strong players in this field, but it just seems to have fallen a bit flat.
Maybe that’s me becoming jaded by 14 years here. But I expected at least a minor up tick after all the presentations etc we’ve been doing recently