Scancell Holdings Share Chat (SCLP)

Victoria Brentville 27/9

Lindy Durrant 26/9

Samantha Paston 26/9

http://www.cancerimmunotherapyconference.org/program-of-events...............IRA MELLMAN PRESENTING

Could well get an RNS this morning re CICON......................Good Morning

Also you said this.................""""And also interestingly the proper first commercial action (Avidimab and the LARGE unnamed pharma) happened after Vulpes involvement, coincidence? Maybe, but Vuples will want to see things get done IMO, and give the BOD a much need kick up the backside...IMO.""

IMHO, IT is no coincidence I have said that many a time, Vulpes would have known of this when they took their stake.

I suspect if Vulpes felt the BOD were................the issue is the boards ineffectiveness/ineptitude/ inability and lack of foresight for getting commercial traction (so far)...again IMO. (p.s. a lack of foresight in general too), they would have run a mile five years ago!!!! It is not a kick up the backside they have paid £4m for, it is for the support to bring home what they have worked so hard on, over years and provide a financial runway to achieve that. AIMHO

Evening, I was trying very hard to find the similiarities in our posts apart from the differences earlier, but feel i want to comment on the body of your post. You posted this...................Yes I can see why you like this comment, and yes it is significant, but it's not in anyway impartial. It's a great soundbite for an AGM......

"""I see you have posted again the Vuples chief technical offer comment "they have not seen anything in the last ten years like our science. Who am I to argue................"

The issue is not the science here at all, i don't think it ever has been IMO, the issue is the boards ineffectiveness/ineptitude/ inability and lack of foresight for getting commercial traction (so far)...again IMO. (p.s. a lack of foresight in general too)

What matters here for pure investors (like me) is deals, up front payments, commercialisation etc."""

Hmmm, where to start? Lets go to the beginning, and Vulpes comment......"""I see you have posted again the Vuples chief technical offer comment "they have not seen anything in the last ten years like our science, to which you reason.......""..Yes I can see why you like this comment, and yes it is significant, but it's not in anyway impartial. It's a great soundbite for an AGM......""" Should the chief medical officer not have mentioned that?? Some statement to make, following up on the five years Vulpes have been researching us before taking their initial stake. Do you doubt they were telling the truth? Any comments made by members of any BOD could be seen as impartial, and I don"t get the cynicism you feel for that at all.

You say and you do say IYHO.............."""The issue is not the science here at all, i don't think it ever has been IMO, the issue is the boards ineffectiveness/ineptitude/ inability and lack of foresight for getting commercial traction (so far)...again IMO. (p.s. a lack of foresight in general too)"""" Very strong words, which I feel is very OTT, we have adapted our mono therapy treatments to be used as combination treatments in Immunodody, gone through exhaustive safety and efficacy profiles, added Amplivant to the mix, participated in Project Blueprint and as you say in a collaboration still with BioNTech and on the Moditope platform and TCRs waiting ready for trials and commercial activity. We have added glycans, mAbs as a third platform which has been developing over the last 5 years, until Scancell were able to announce it, in a market where huge advancements have been going on all around us, does that mean the BOD have.been as you say..........., the issue is the boards ineffectiveness/ineptitude/ inability and lack of foresight for getting commercial traction (so far)...again IMO. (p.s. a lack of foresight in general too). You add ..................¬"".What matters here for pure investors (like me) is deals, up front payments, commercialisation etc."" Well that applies to all of us, am I not a ""pure investor""?? Respect your view, don"t agree

http://www.cancerimmunotherapyconference.org/#program-of-events-1

Crackin, good to see you back, you bought a hefty chunk a while ago??

Thanks for the info re CICON, wasn"t aware that was taking place. WTP, like I say the board were very careful not to get themselves tied up with unrealistic timelines, so as ever news could come at any time, but I rather think the next news will be patients injected, a couple of Patent grants perhaps, and just happy with the knowledge they are working away on all platforms. Catch yer tomorrow guys....................

WTP - definitely maybe. Or not. GLA

Afternoon WTP, I think you are a very balanced poster too, never said differently and think in the last couple of years you"re understanding of Scancell has got so much better.

As I said buddy I think all of us have at some time voiced our frustrations, and I would just suggest that we knew some four years ago what we need to get commercial deals on board. Hence we have seen so much clinical development, add ons to the vaccine and now we are ready to start building the all important data needed to support our value pending what will hopefullylead to a commercial deal.

We have seen yesterday how with the third platform Lindy was working away on it since 2015, probably earlier, and it is not until now that we know more about it.

As I have always said very easy to be critical of the BOD, but lets not underestimate them either, I believe we have a very firm stratagy and are well and truly well represented on the BOD.

Your comment.............The issue is not the science here at all, i don't think it ever has been IMO, the issue is the boards ineffectiveness/ineptitude/ inability and lack of foresight for getting commercial traction (so far)...again IMO. (p.s. a lack of foresight in general too), I don"t agree with for the reasons I have given, but we agree on most things about our potential, and as I said good posts, I enjoy yours for the very reason you are happy to speak your mind with no malice intended, I am just focusing on the here and now for now and the future, I do think it is harsh to condemn the board for what we just don"t know in so many areas, but yes very buoyed by the realism of the AGM. We are neither rampers for feeling positive or derampers for feeling negative about certain aspects, it is just our opinions, everyone is well able to make theirs. ATB buddy.

I am excited too, in fact I have raided the savings accounts to add a lot more tomorrow.

On another positive (positively rampy?) note, am i the only one quietly excited about CiCON2019 this week?
Ripe for news about multi-bajillion dollar deal shirley!?

But (semi) joking aside... 4(?) x Scancell abstracts , Biontech/Genentech i.e. the Project Blueprint team all there, the recent announcement of Avidimab and others wanting the tech (we assume) etc...a great time to release more news, no?

As TF says:
"...BUT I'm a little reassured that at last, Scancell science IS in the hands of 'a LARGE Pharma' and I'd hope that, if AvidiMab is as promising as indicated, "LARGE Pharma' might wish to race ahead of rivals who might also get involved. And just for once, there'll be massive resources available."

Definitely worth reiterating that TF, the simple fact that Scancell are now in cahoots with a large pharma. Something we have all been waiting for.

And is this first deal with the large unnamed pharma the one that provides the spark, the opening of the (financial) floodgates so to speak? Hopefully?

Going back to RW 13.59 yesterday. Three or four inputs of GBP10 million for AvidiMab deals ? Lovely !! It sounds a lot to me but who knows ? I'd agree that the 'Arms Holdings' format will be on the cards for AvidiMab too.

The problem is the IF and the WHEN ! The first deal or deals MAY or MAY NOT arrive before funding needs to be topped up. Let's hope for the best.

I listened again to CH at ProActive and the AGM and I couldn't find the '12 month' comment. BUT I'm a little reassured that at last, Scancell science IS in the hands of 'a LARGE Pharma' and I'd hope that, if AvidiMab is as promising as indicated, "LARGE Pharma' might wish to race ahead of rivals who might also get involved. And just for once, there'll be massive resources available.

We'll know nothing about it until that RNS I guess - GLA

Hi C7,
I like to think i'm a fairly balanced poster on here, if see something positive/interesting I will post it, some would say some of of my posts are positively rampy. But likewise I will post if see something negative, have a negative opinion i will post it also.

I see you have posted again the Vuples chief technical offer comment "they have not seen anything in the last ten years like our science. Who am I to argue................"

Yes I can see why you like this comment, and yes it is significant, but it's not in anyway impartial. It's a great soundbite for an AGM.

The issue is not the science here at all, i don't think it ever has been IMO, the issue is the boards ineffectiveness/ineptitude/ inability and lack of foresight for getting commercial traction (so far)...again IMO. (p.s. a lack of foresight in general too)

What matters here for pure investors (like me) is deals, up front payments, commercialisation etc.

But going back to your quote I am re-assured that Vuples are here though, their record seems incredible for picking winners and they WILL want (nee demand) a return on their investment.

And also interestingly the proper first commercial action (Avidimab and the LARGE unnamed pharma) happened after Vulpes involvement, coincidence? Maybe, but Vuples will want to see things get done IMO, and give the BOD a much need kick up the backside...IMO.

Good posts. Interesting isn"t it, just seeing the positives once in a while. I am just going with Vulpes ATM, they are behind us and as they say they have not seen anything in the last ten years like our science. Who am I to argue................

Same problem posting I see, just copy the post and paste it then send. Night guys

OT but may be of interest to some.

Just under a year ago BioNTech entered into a collaboration with Penn to develop mRNA vaccines for infectious diseases. Looks like that collaboration is starting to produce some encouraging results with their first vaccine for genital herpes. Very early days as its only been tested in animals so far but still seems pretty impressive.

' Penn has licensed certain Penn-owned intellectual property to BioNTech for development and commercialization of mRNA vaccines for infectious diseases, including IP rights related to an HSV-2 mRNA vaccine.'

https://www.pennmedicine.org/news/news-releases/2019/september/new-penn-developed-vaccine-prevents-herpes-in-mice-guinea-pigs

As C7 suggested the other day, if Sclp can get (say) 10 million per license agreement on 3 or 4 commercial deals, that pays for 3 years' overheads based on the last accounts and 2 potential trials at 7 million a piece. And remember we have potential licensing on the TCR pipeline to work on as well. The Vulpes involvement has underpinned our financial security for the foreseeable future ahead of any deal anyway, and reinforces my opinion that Scancell are ever more confident in the science to be determined to stay fully independent until such time as shareholders get the best possible return as RG showed to be his ambition many years ago. The fact the Avidimab arrangement with the enticingly described pharma ('one of the largest in the field') is non-exclusive seems to show that it is in this area that they will be able to accommodate all approaches and the ARMS Holdings scenario originally proposed by Inanaco some years ago may be a realistic expectation.

Hi WTP. ""Quote - " A LARGE unnamed pharma" - the plot thickens!"" - yes this has been discussed before but it bears repeating - a good point for the weekend and a nice reminder . . .

Re. Trinity's words - "Scancell could receive significant upfront and milestone payments ((i.e. for Glycans/AvidiMab)), providing material non-dilutive funding for the core ImmunoBody and Moditope platforms" - it seems the situation has moved on from Trinity's words in one respect - i.e. the AvidiMab partnership with a 'large unnamed Pharma'.

Time will tell but the sooner the better. ATB

"...is such that we believe Scancell could receive significant upfront and milestone payments, providing material non-dilutive funding for the core ImmunoBody and Moditope platforms."

My command of the English language needs more work clearly, but just re-read what I posted - "COULD" is the key word, i.e. so could/still/yet receive "significant upfront and milestone payments" in the FUTURE.

Another interesting article (although can only read part of it) via Trinity Delta

https://*********************/companies/uk/biotechnology/scancell/research/trinity-delta/a-sweet-source-of-financing/4c821ff0-f160-4709-9b77-e98d94d71eb9

Scancell has formed a non-exclusive collaboration with a leading antibody technology company, with a view to out-licensing its glycan antibodies and AvidiMab technology. Antibodies against glycans (carbohydrates on proteins or lipids) are difficult to make but have much potential in oncology as many are highly specific to tumour cells. AvidiMab enables an antibody to kill cancer cells directly, without mediation by other elements of the immune system. The potential of the glycan antibodies and AvidiMab platform, although they are still preclinical, is such that we believe Scancell could receive significant upfront and milestone payments, providing material non-dilutive funding for the core ImmunoBody and Moditope platforms.

Quote "...is such that we believe Scancell could receive significant upfront and milestone payments, providing material non-dilutive funding for the core ImmunoBody and Moditope platforms."

Are trinity talking about the existing partnership with the unnamed (large) pharma? Scancell haven't mentioned any upfront and milestone payments with regards to this yet have they?

Oxford Technology 3 Venture Capital Trust - I know someone posted about this just recently, sorry I forget who, an apologies if this was already mentioned, but one line stood out:

https://www.globenewswire.com/news-release/2019/09/19/1917741/0/en/Oxford-Technology-3-Venture-Capital-Trust-Plc-Half-year-report.html

"...Scancell, the Company’s only quoted investment, continues to make progress. It has received approval to start the UK Phase 2 melanoma combination trial of SCIB1 and has begun screening potential patients in Nottingham. It has also started the first joint programme on its new AvidiMab anti-glycan antibody technology, having partnered with a large unnamed pharma. AvidiMab antibodies target sugars rather than proteins on the cell surface."

Quote - " A LARGE unnamed pharma" - The plot thickens!

Yeah, just happened again, this is the copied version.................

There seems to be a glich in posting your message.this morning.............as I have learnt to my cost twice, lol. After pressing "post message" the message doesn"t appear as posted, worse still you lose your entire post. So purely by luck, I copied the post, then pasted it and for some reason that works.

One of the clear mesages from the AGM presentation recording was the enormous amount of work that goes into a platform from concept to eventual commercial realisation. A few of us have considered at times the dual role that Lindy holds with the University of Nottingham and her position as CSO of Scancell Holdings. This third platform could not demonstrate more how beneficial that role can be to Scancell and I found this from 2015, which serves IMHO to be a very good example and this link provides a presentation from Lindy as well.....................

Professor Lindy Durrant
Prof Lindy DurrantResearch Institution: University of Nottingham, Academic Clinical Oncology

Award: £130,000 Duration: 2 years

Project Title: Characterisation of novel anti-glycan mAbs targeting pancreatic cancer

Project Aims: To progress the team's work in harnessing certain types of sugars found only on the surface of tumours and engineering antibodies that bind to them, stimulating an immune response against the tumour. To date, Professor Durrant and her team have engineered five novel antibodies that are specific to pancreatic cancer types and hopes to create two more. PCRF funding will also allow the team to test their effectiveness in killing tumours in animal models, before genetically engineering them to work with human pancreatic cancer.

From the links you will find the presentation. So that goes back to 2015, we benefitted from funding from the Pancreatic Cancer Researc Fund and now have been entrusted for a nominal sum to take this on to commercialisation. I believe there are add ons on commercialisation as is normal, and lets hope that comes to an enormous sum. So what seems all the rage at the moment has been simmering in our laboratories for at least four years. Lindys involvement with the University must afford her to see the Oncology Market on a much wider scale, the presentations and networking alone are priceless.

£130k might not seem earth shattering but the use of the Universities resources alone is worth far more and I just wonder if there are more such projects just waiting to join bour ever expanding pipeline?

Lol, last few words should say, G-d bless

Well not a lot happened after 4, except I fell fast asleep till now!! Was interesting yesterday morning as the 4 MMs opened up taking just 30k at 6.8, and quickly moving on to taking 215k+ at 6.825. Was expecting that to increase during the day, now the MMs presumably need to match our potential buyer with a seller, and it was around this level we saw a few million shars change hands in recent months.

I enjoyed hearing the AGM tape, the omission of words like imminent, short term and the coming weeks, I think CH has taken a bit of grief in respect to that. I appreciated Sallys explanation of the IND situation, particularly about who bears the cost of Keytruda and I thought all the speakers Sally Adams. Cliff Holloway and Lindy covered just about every platform and commercial stratagy we have, not to mention the amount of work there is to get through Toxity and Efficacy , regulatory and sounds like Adrian Parry, Head of Manufacturing is doing a stirling job.

I think just IMHO we will hear about first patients dosed relatively shortly, a few Patent Applications granted, and we might just see the return of our buyer next week as the MMs seek to match a "seller" which isn"t proving easy at 6.825.

Well happy with myself as I managed to get out twice this week on my own (albeit tentativiley), but since being the all clear for my cancer, again, I still have my terminal conditions, but I feel so much better in myself, that intense pressure mentally, going to hospital every week for six years, numerous treatments and always getting dark news has been lifted and the other conditions are no worse, so just feeling the person I was a few years ago and so grateful for that.

A similar feeling about Scancell, we have come a long way from the days of just RG and LD, and confident as we continue to grow more staff will be added to help us hit discoveries and timelines.

So this year just looking forward to it (it is the Jewish New Year next week), and if we can just get momentum going in the Share Price the next couple of years I have plans to marry my Hungarian ex-carer and spend most of the year here and a few months in Budapest, a very interesting family reside there (aren"t all families, lol). So yes much to look forward too now, I never imagined this could happen. So have a good weekend all, life is very short, G-d less to you all.

At 6.825, MMs still taking 215k+ at 6.825

We saw a 498 sell, then a 513 sell, a 100k buy and then another 513 sell.

Now we have a 410 "sell", lets seewhat happens after 4?