Our latest Investing Matters Podcast episode with QuotedData's Edward Marten has just been released. Listen 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.
Folk who go by the name of Traders would be my best guess 😂
Violin,
If nobody sold, nobody would be able to buy - chill.
Shame folk are obviously keen to sell into any tiny rise ...oh well..
Bob,
I don't need to bother Lindy Durrant. In your 13.59 You've stated that combining CPIs with SCIB1+ will extend the patent life of the CPI by 10 years and that simply isn't the case. I've tried my best to explain why.
For the sake of clarity, any other party wanting to use Scancell's tech to extend the patent life of their mAbs will have to license the Avidimab platform and pay for it - it doesn't come for free as an added bonus with a cancer vaccine that is showing an 85% response rate in combination. It's an important distinction for any newbies looking in.
The point is we can add to the efficency of a CPI and by adding our products to it.
This will creat a new treatment that can add to the life of the drugs protection.
If you dont belive me you could talk to LD she has mentioned it recently.
this could add value thats all. and they would do the work so no cost to us
Bob,
"They have Immunobody at 5 to 10% success. I think it should be a bitt higher than that!!! "
Fwiw , so do I. But therein lies the problem - it's anyone's guess. Hopefully the opportunity to buy at 11p will pay dividends when it reaches 100%. The risk takers will be rewarded.
Violin i don't understand this repeated comment of being "very vulnerable" to a bid. Could you please explain what you see the risk as? There is no way someone buys up a controlling stake on the open market without driving the price through the roof.
Bob,
Combining iSCIB1+ with a checkpoint inhibitor has no impact on the patent of the CPI. As you say, the patent life of SCIB1 was extended by enhancing it with Avidimab but that doesn't mean in turn it extends the patent of any mAbs used in combination.
Avidimab is a technology developed by Scancell which involves modifying the Fc region of a monoclonal antibody to increase avidity and promote direct killing ability and has the potential to be applied to any mAb. The mAb would need to be re-engineered with the Avidimab modifications and it's this that extends the patent life.
In short, if developers of checkpoint inhibitors or indeed any other mAbs want to extend the patent life of their product, combining with iSCIB1+ won't do it - they'd have to pay to license Avidimab.
GF123....I see that you are agreeing with me ...SCLP is a brilliant company sitting at a ridiculously low market cap and very vulnerable to a bid approach. Just compare the market cap of £95million against the R&D budgets of the majors...peanuts !!
I remember the serendipitous moment as described by RG the share price increased many times into the mid sixties on a discovery ..... and yet here we are with tangible products in the making and we sit at 10.75p funny olde world when you think about it !!!!!
It can if we combine ot with SCIB1 +
The same way we have extended SCIB 1 with the combination of AvidiMab
LD commented on it recently
Yes but look at the percetages they add to the valuatuions.
They have Immunobody at 5 to 10% success. I think it should be a bitt higher than that!!!
AvidiMab at 2% we will have a better idea of that in a few weeks
Bob
That's not quite right. iSCIB1+ doesn't extend the patent life of the CPIs.
Bob,
"People can say your nuts but a fair valution is £10b to £40b"
That may well be a fair valuation once trials are complete, approval granted and the treatment being taken up by the major health care bodies. That is a long way off.
Sadly, the valuation today has to take into account 1) risk and 2) time to be revenue earning. TD take these factors into account and have come up with a value today of 30p.
This should automatically increase with the passage of time.
Dont forget if we add Scib1+ to a CPI it could add 10 to years on to the patent life of the CPI.
That is serious money
Good point Bob, ready made set of patients to dose.
It is absolutly shocking.
From recent deals we could sell Immunobody for £2b alone.
Genmab deal was pre clinical and could go as high as $624m plus royaltes
Now it could take 5 years for us to get all of it but the deal is 5x our MC
And we have other similar deals to do.
People can say your nuts but a fair valution is £10b to £40b.
4 product lines.
Scib 2 is there if we had more money
Bob. I just don’t get the sp here. We are flying with tech and results yet here we are. Surely some bios are watching Sclp by now and thinking we should just buy this company and all its tech. IP keeps getting stronger. Anyway ATB all.
Some recent fails for SCIB 1 could be stright on to +
recrutment could be a lot quicker
The thing about SCIB1+ is it far superior to bask SCIB1.
Not only will it treat double the number of patients it is far more efective.
Look at page 21 of 2022 AGM presentation
Plus Avidimab being proved
How dare they, that wasn’t even on my list !
They probably read it and had a good laugh 😆 😆
Well, with no requirement for HLA screening, the recruitment process will be easier for iscib1+
Take care all ..
It's good news, but I notice that the first expected reporting of iSCIB1+ results has now slipped to Q4 2024 whereas previously it was Q3 2024.
A good example of why Scancell do not promise anything. 😂
Fantastic news .. ! Well done scancell and fingers crossed for the recipients !!
Take care all ..
Reminds me of a song, "you've got to, accentuate the negative, ignore the positive". Dooh - well done Scancell and Royal Preston Hospital!!
Don't mess with Mr In-between . . .