The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Crumbs, a good link, thanks.
And just to underline the significance of “first patient dosed” It triggered a $3 million dollar milestone payment to Morphosys.
Good posts guys, and Ray couldn"t agree more about both issues you mentioned. One thing that stood out for me in Chris Holloways Presentation was the reiteration that that the MOD1 trial will begin as previously stated, and there was nothing as to how he said it, that did anything but sound that is still the case at this relatively short timeline.
As far as the FDA goes and the resubmission for the IND I have mentioned a few times that I feel some confidence that will happen in the near future, and perhaps the lack of information about further sites is the reult of us getting closer to that occuring. We all know nothing price sensitive comes out from replies from the BOD but it has been a topic i have discussed with CH on a few occasions now, and the non dismissive manner in which he discusses it just makes me feel it is very much alive still.
Crumbs your comments re the share price hit home with me, as I have for so long been averaging down, and my most recent top up 29k at 5.345 was my first for a long time not driven by averaging down, it makes little difference when you get past 240k by buying 8% more, but very simply I felt with an average of just 14p, it was once 41p!! i felt there were numerous avenues for news that will take us back up and past that with a little luck, which I don"t believe we have been spoiled with for far too long.
So tomorrow we have just two full weeks of trading and a day and a half before Xmas and a couple of days before Xmas to get some news out and set us up nicely for a good start to 2020. I think we will do that and rather than just repeat 2020 is a Pivotal Year (like others before it!!!) but I cant think of another time we are so well set up for so many items of inflection based news than there has been before. Onwards forwards guys, and keep punching...................GN
Yes, the potential market is huge.
That is why it is so frustrating that Scancell's science is moving faster than the all important trial data.
I felt this at the beginning of 2018 when CH mapped out the trial timetable and the gap is even bigger now.
Its so important now
a) that the Modi1 trial start date does not slip again
b) Scancell finds a way to open more centres for the SCIB1 trial. I have not written off the FDA finally relenting on whatever objections they have to Trigrid V2 but I don't think we (the Scancell cult) should count on it
d) A complete bonus would be the SCIB2 trial starting in 2020
e) Lastly we have 2 collaborations ongoing that could lead to pre-clinical deals - soon to monetise our assets LOL
This recent article is interesting
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6426771/
Have a look at table 2(b). This show that at the time of writing (Mar 2019) there were very few trials of cancer vaccines in combination with CIs. All the more reason to get these trials started.
So....
' developers of cancer immunotherapies that have yet to reach the market, ranked by total capital raised through a combination of private financing and, where applicable, collaboration revenue and net proceeds from initial public offerings (IPOs)'
'The top 10 startups listed this year have raised a collective $5.596 billion—a sure sign that investors continue to be dazzled by the prospect of rapid, short-term cancer immunotherapy growth.'
' $84 billion cancer immunotherapy market as calculated last year by Reports and Data, which projects that market to more than triple by 2026, to $242.86 billion.'
$242.86 billion realistically prospective market.... yet what is scancells mcap?.... a company with techs that -in theory- could eclipse the limited effectiveness CI likes of keytruda.... yet there is obviously huge market interest here as proven by amounts your BioNTechs etc companies with no commercial therapies can raise and attract seemingly with not much trouble at all.... scancell what? a £3.8 million dilutive 5p a share raising from Vulpes ... something is wrong and hopefully, Vulpes themselves can now correct that
Tops Gen's top 10 Immuno onco 2019 start ups list:
'GEN’s list of the Top 10 Immuno-Oncology Startups, which includes developers of cancer immunotherapies that have yet to reach the market, ranked by total capital raised through a combination of private financing and, where applicable, collaboration revenue and net proceeds from initial public offerings (IPOs). Companies are listed by name, headquarters city, web address, and total capital raised, followed by a brief description of how the capital was raised and a summary of recent news.
The top 10 startups listed this year have raised a collective $5.596 billion, 18.5% above the $4.722 billion garnered by the mostly same 10 companies ranked in last year’s GEN A-List—a sure sign that investors continue to be dazzled by the prospect of rapid, short-term cancer immunotherapy growth.'
Worth a read : https://www.genengnews.com/a-lists/top-10-immuno-oncology-startups-of-2019/
Also from that article a stunning snippet:
'Keytruda thus accounted for nearly 10% of the total $84 billion cancer immunotherapy market as calculated last year by Reports and Data, which projects that market to more than triple by 2026, to $242.86 billion. That’s the highest of three recent estimates for the cancer immunotherapy market in 2026. At the low end, Kenneth Research projected $86.679 billion, while Grand View Research has forecasted $126.9 billion.'
Scancell of course top the list of most overlooked potential Immuno onco game-changers ever for yet another year :)