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The reason is explained in my 12.04. Think outside the box- the virus did. Isn’t a MAB a monoclonal antibody? That’s what Vir flogged. Who knows what sclp’s do except it’s bio engineering so can it be applied? Again why the radar silence?
3 collaborations not deals.
But IMO , if the 3 companies like what they see, there may be competition to complete each collaboration ASAP.
Let's hope Covid-19 research is not getting in the way of these 3 companies' work plans.
Also remember Avidimab can, in theory, be applied to any mAB.
So Holloway should be on the lookout for deals such as that of GSK and Vir and try to get in on the act.
High avidity must be on the agenda for any mAB development, you would have thought.
Here’s direct evidence for MAB deals. GSK and Vir Biotechnology of the US have joined forces to research treatments for the virus behind the Covid-19 crisis and other coronaviruses. GSK is investing $250m (£204m) in Vir to gain access to the company's technology. The companies will use Vir's monoclonal antibody platform to speed up existing anti-viral antibodies and identify new ones.
And sclp have 3 signed deals- there should be pressure to complete earlier.
Simply the increasing activity to find a vaccine or cure for covid and any other left field bio threats. Also the relaxation of some testing rules given this is a pandemic. Put simply- availability bias.
Crumbs/Baerno1... agreee with your posts and it was what I was alluding to recently. Surely Covid19 has had some impact on operations? But yes good point Balerno1, perhaps something is brewing hence the radio silence???
And just a reminder no RNS since 03 March RE the 3 x conference attendences and no tweets since about then either.
TBF I thought we would have had an RNS by now as surely COVID 19 if nothing else has affected trial recruitment for SCIB1 combo not that much was happening there anyways but surely now even less will happening with US plans on hold? and maybe is impacting modi1 plans, also, we do not know if team science all still at work in fully functioning labs?... Till we know we are in the dark.... As you say biotech should be better valued now and scancell ought to be a part of that.
Hi C7, can’t they deliver refers to their utility and efficacy. We don’t yet know what the applications are for our MABs but covid has put a shot in the arm to biotech. Anything with some prospective utility in thus area is being examined. Some of what sclp has seems to be in the right class judging by other firms activity. Why no RNS here informing us of the effects of the virus on the business? Or is something brewing?
Balerno as you asked so nicely, the 3 collaborations were expected to last 12 months, as far as I remember, so without looking sometime between September and January we hope to see some commercial activity.
Why do you suggest Scancell can"t deliver on them when you know that.??
See that GSK is teaming up with a US firm to use monoclonal antibodies to develop vaccines for coronovirus. What ever happened to the 3 collaborations we have on MABs?
Can’t they deliver or is sclp doing the usual on communications? Why no notice on the effects of covid19 on the business?
Tf .. Scancell would RNS... ATB ..
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Earning Call Audio
We know BioNTech is somewhat distracted at the moment with Sahin himself seemingly working non stop on a covid 19 vaccine... not sure if that would impact a conclusion to our collaboration but I suppose it could do, however so long as scancell pull off what they set out to do and all the indications last time we heard were they were getting there then we should get something positive from the TCR route.
Slide 11 still shows TCR - "to be selected"/"undisclosed" on product candidate
and "undisclosed"/"all tumours" on indication(targets)
It would be nice to have an update on the Biontech collaboration. Is the ball now in BionTech's court?
Any clues for us in this ? I hour of chat and many pages.
https://seekingalpha.com/article/4335275-biontech-ses-bntx-ceo-ugur-sahin-on-q4-2019-earnings-call-transcript?page=1