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By the way Ruck i would describe "investor fatigue" as "inability to research the science fatigue"
oh yea ..........
but no mention of Drivel ..
Inan,
"Ruck ....
did I mention your name"
yes, your 13:37 first sentence 4th word in.
and as a reminder Ruck ......... "David Evans" ... buys at 7p in June
13 Jun 2019 -
Fwiw - I managed to pick up 1m shares at just below my limit price of 7p.
then suggest fatigue by December ...
or is that an attempt to flip by proposing Scancell is vulnerable to a take over above 22p ...
who knows ...
Ruck ....
did i mention your name ? or is this association with Drivel that attracted you ..
i would remind you again that DE had issue with Richard also .. you know the man that was CEO and actually worked full time for Scancell .. with the majority of the development of Scancell under his direction with the joint CEO Lindy Durrant
DE was a "Non executive" not an "executive"
be careful who you elevate with "accuracy"
after all most of the Tag Team attacked "DE" in 2015 ...
Inan,
"investor fatigue" wasn't a phrase invented by me. I heard it from the ex Scancell chairman David Evans. The same ex chairman who called your posts "erroneous", remember?
"2020 is the year of expectation "
well so was 2019,2018,2017,2016 and 2015 . I was hoping 2020 could be a bit more than expectation and actually deliver some sharehold value.
are you referring to a glycan application Bob ?
for instance Car T etc
They are non exclusive!!
They could be for similar use or completely different we won't know until a deal is signed.
suppose one day with all this talk of mental health .. that "investor Fatigued" will be recognised as an illness ..
Keep plugging ... Dr Drivel ...
By the way Ruck i would describe "investor fatigue" as "inability to research the science fatigue"
other investors got over there own limitations by employing others to research that for them ....
Namely Martin Diggles ... you know the man that keeps "dipping in" who actually has shells for his bazooka rather than an empty tube
each MAB are "singular" in clinical trials .. unless they are expressed by multiple cancers ...
so you could have a "single phase one trial" ... but multiple phase 2 trials still under the single trial protocol similar to Modi1
in which case a deal could be exclusive to the particular cancer ... and costs of development shared until the split ie phase 2
Yes, I see what you mean.
There will also no doubt be common work in developing all the Tags in one ongoing project.
It certainly should be more efficient to tackle it as 1 project.
So it may just boil down to a race between the 3 collaborators.
Ray i cannot see 3 developers of the same "asset"...
this is an "evaluation period" of the identified Clycans
however avidmab "itself" does not need to be exclusive but the target "does", otherwise you triple the cost of developing a identified Mab (3 collaborations) which results in less value to scancell in the deal ...
No, I'm saying that because our 3 collaborators may be in different continents (we don't know where the first collaborator is located but 2nd and 3rd are in China and US respectively) separate deals may be possible for US, China (or Asia) and Europe.
An example is the recent IMM deal that gives their partner sole rights to the product in the US.
So all 3 could do deals on a geographical basis for the same Tag or Tags.
Who knows, but it may have already been discussed with our collaborators.
Thanks Ray
If we did agree a territory deal are you saying that we, for instance, give a China Pharma co the sole rights to that technology covering Tag Mabs only.
This is something I don't fully understand.
Are you saying there are different levels of AvidiMab or different slices of the potential market.
Chester.
Morning Chester
Yes, this is an added benefit of Avidimab.
It can be applied to other existing mabs.
So, our 3 collaborators :
Are they just assessing Scancell's Tag mabs or are they additionally assessing Avidimab to enhance their own existing mabs?
Maybe they plan to assess the tag mabs first as specified in the RNSs but they may also want to do further work on their own mabs.
So, the deals if and when they come, may be on specific tag mabs first and may be geographically based. Then there may be further deals on specific existing mabs.
Who know just how deals will be structured but there is potential for many deals.
Passage from Scancells website about AvidiMab.
"Scancell has now patent protected a technology platform (AvidiMab™) which increases the avidity of human antibodies by promoting non-covalent Fc-Fc interactions. This modification reinstates the direct tumour cell killing ability of the anti-glycan humanised mAbs but could also be used to increase the potency of any human mAb and is available for licensing.
Chester.
Morning All
When we have discussed the potential of AvidiMab in the past I thought that any company currently possessing an antibody drug could use AvidiMab to increase its potency and even use it to upgrade their patents.
So I'm thinking just how many Pharma co's are out there that could benefit, tongue in cheek I said 10 to 20 deals would be nice.
But then there was a comment about doing territorial deals, how would that work for Scancell ?
Or have I misconstrued what was being put forward.
Chester.