Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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During the interview LD says that they hope to trial Modi1 with a duplex of CPI’s.
I cannot remember which cancer indication that is in. What we do know is that it will be an NHS approved double checkpoint and we are looking to start a new cohort in that indication as part of an expanded ModiFY Trial.
This has been hinted at before so we can add that to the anticipated news list.
Another possible news item is in the ModiFY Renal cohort. Currently the patients we can enroll Modi1 is approved as a third line treatment and due good results we have applied to move that up to a first line treatment. I would imagine that would lead to much faster recruitment in that Cohort.
Good morning
positive interview and a confident Lindy Durant
1 the new improved vaccine it’s going to mean that it’s available for everybody . More people all types (4 already ) so fast into the clinic bigger numbers .does that translate into Fast track approval!
2 Madonna as being personalised is a juggernaut it’s expensive ,not going to be available for
3. The main listing is interesting because maybe some sort of share swop / takeover? Nasdaq in the next breath . A nod to us the long term holders AIM has been good to us
4 I think you should also listen to the prof Christian ottenmeiser 7 mins in
5. Also post re melanoma month and Scancell post on stuff coming out ? Patients on trials maybe
Christian ottenmeiser on news the day all the Moderna publicity was out ? Does anyone think this could be Moditope , moderna , scope either was his take on personal vaccines is interesting ?
8 minutes in v interesting
https://www.youtube.com/watch?v=eToDmmja2xk
Imho the ones that have left were
1 corrupt (DVRG etc)
2 burning £5mln+a year
3 were controlled by BOD/funds holding 50%+
The cream left will rise to the top in this cycle
AIM rebound
true, though, that markets run in cycles, as investors react to swings in interest rates, inflation and, like any human activity, fashion. Aim has been out of favour before and rebounded strongly. It was crushed after the 2007-08 banking crisis and fell below 400 points in February 2009. It more than doubled over the next two years. It lost a third of its value at the start of 2020 when the pandemic struck and then surged to an all-time high 18 months later.
Time, then, for another Lazarus-like recovery? Maybe.
In the past, Aim has perked up roughly in step with the main market, but it has not yet shown signs of following the FTSE 100. Is it possible that investors will not return, that the lure of technology stocks, the rise of passive investing and the dearth of small-cap fund specialists mean that Aim won’t bounce back? Richard Power, head of smaller companies at Octopus Investments, is scornful of that theory: “At the bottom of a cycle, everyone says it is different this time round. And they are always wrong.”
He is probably right. The forces that shape markets do not change that much and the pendulum will swing eventually. What might give it a push? Power and Ensor both think that interest rate cuts will reawaken investors’ appetite for risk and will send them searching in less-frequented areas of the market. If rate cuts do arrive later in the year, it could signal the start of the next Aim cycle.
Reiterating a point made by someone else on here RE lack of mention of antibodies in the interview, noticably hush hush?
"04/5/2024
11:09 You'll have noted that antibodies were glossed over.Worth remembering there are five possible deals under discussion. Maybe the first of them next week?
markingtime"
I guess lots of companies must be considering an exit from Aim....
Nicked from the HARL board
https://www.thetimes.co.uk/article/347a300d-4ae5-462a-94a4-2f42b75bd5b4?shareToken=80131960a336d5ed7ba945a063ccf029
Chelsea, interviews and posters okay call it progress.
@marcusl2 - for some reason your comment is getting the "Show additional replies, including those that may contain offensive content". Might be worth reposting it with some changes.
I’ve sent the link to Sky……………you never know.
Judging by the number of views, it looks like Brad's videos have quite a following. Great publicity for Scancell
Here is the full video as posted by bazookajr .
https://www.biotechtv.com/post/scancell-may-3-2024
Two of those were Loafas and Dracula, both of whom have accidentally on purpose hit the “Like” symbol.
Now on twitter:
https://twitter.com/BiotechTVHQ/status/1786276690102046945
1700 views already.
Remember that CPIs have no memory affect, whereas the T Cells activated by SCIB1 were shown to have a strong memory effect in the first trial.
I'm sure Lindy will expect the same in the Scope trial.
We may see a few more buys as that interview begins to circulate. Scancell are getting good results at the cutting edge of cancer vaccine technology / science. In the USA their value would be based more on the likelihood of success and not on the likelihood of failure.
The more you think about the circumstances surrounding Scancell’s limited trial choices, the more outstanding the SCIB1 plus CPI results are.
As we know in this particular melanoma setting only 50% of patients get any benefit from the double checkpoint. Even those that are helped do not have huge additional life expectancy.
If by adding SCIB1 to the checkpoints it does up the ORR to 70% or better that’s a fantastic result. The SCIB1 mono therapy in Resected melanoma had a big impact on long term survival. We don’t know yet but if SCIB1 holds closer to 80% and the survival expectancy doubles or trebles then what’s that worth to one of the big BioTechs.
Plus iSCIB+ is now being tested in patients that had probably reached the point where there were no more options left. To reach 100% in this setting would be so dramatic for that population of cancer patients.
Seems some larger buyers were unconvinced by lofa and Dracula's compelling arguments then.
Interesting after hours trade too it seems.
Chester, guess they need to complete extensive due diligence in order to part with a substantial wad of cash fir Scancell. As you say...one morningwe may be plesantly surprised..bit like the Premium bonds...you never know 😉
Hi violindog
I’m not being super confident on the Mabs I’m just pointing out that, we don’t know what is happening behind the wall of NDA silence.
It’s true to say that the one deal that has been completed is with a company that has known Scancell for 20 years. There is a mutual direction that they both understand and that Mab target fits GenMab like a glove.
Maybe these kinds of deals with Biotechs that are new to Scancell ‘s science take a long time to incubate due to time in the labs and then the decision to purchase must be backed up with the clients total confidence that they can take it into the clinic. It’s a narrow pathway to a signed up deal worth many millions.
I hope we are all pleasantly surprised one morning in the near future and another deal is in the bag.
Interesting he questions that Lindy was asked - they would have been pre-prepared, and careful to avoid any info not already in the public domain. Lindy must know how the scib1 non-reported patients are doing and she was even more smiley than usual.
This was basically a message to investors saying "don't stress, everything is fine".
Scancell never, ever stand still, there will be stuff going on they can't talk about.
Tidy up of my post:
"...Therefore it would be wrong to write Scancell off for the next 4 to 6 months as good news is not exclusive to the trial updates"
Chester has hit the nail on the head with this post IMO.
Surprised so many are focused on this viewpoint RE everything depending on SCib trial results*?
Have people forgotten everything else going on and the fact have multiple avenues ongoing?
As we are all aware, they have been noticeably quiet of late too.
Chester, I respect your confidence on the mAbs but apart from Genmab...those other companies are certainly taking their time to make an offer. Would be a terrific confidence boost to secure another deal.
The 311k will just be a clearing out of the seller. It wasn’t me…..I paid 3% more to buy on the way down.
I suspect there won’t be much volume on the sell side after that interview bit of PR
...and the fact Scancell have multiple avenues?
"Therefore it would be wrong to write Scancell off for the next 4 to 6 months as good news is not exclusive to the trial updates"
This exactly. Surprised so many are focused on this viewpoint. Have people forgotten everything else going on and the fact