The next focusIR Investor Webinar takes places on 14th May with guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register 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.
Roses
I didn't mention whether Scancell are already in talks with potential partners for Covidity.
Of course, talks are likely to be taking place, possibly with more than 1 potential partner.
What I was emphasising was when a deal is likely to happen. Lindy did say it would be after publishing the results of the trial.
So, exactly what in my post is completely wrong?
Rose, ongoing discussion with major pharma is more than a reasonable likelihood. No material updates, good or bad… during ongoing trails not a bad indicator imho…sc already hinted that we might be on the path to outstanding result (results we hope) it’s a waiting game with possible huge rewards
Agree Roses. For example we don't know any of 4(?) companies using the mABs do we.
And IMO if we knew who the big euro pharma was i think there would be a lot more attention here.
Ray, that is completely wrong.
Most companies keep potential partnering confidential until a deal has been signed.
Scancell had said they are in discussions with a major European pharma, they have not disclosed who YET
https://www.bbc.co.uk/news/live/uk-62008118
"LIVE Covid cases up 32% as Omicron sub-variants drive infections"
Cleanerworld
"I think they said they were looking at " partnering Covidity vaccine " however did not say who with ?"
Yes ,and we just have to wait for the trial to finish and then the publishing of results. Lindy has clearly stated that.
It all fits with the strategy of great data then great deals.
Of course, that does not exclude an update on the trial in the meantime.
https://www.proactiveinvestors.co.uk/companies/news/978064/scancell-says-south-african-authorities-have-signed-off-a-broadening-of-its-covid-study-978064.html
* Scancell is taking a real-world approach
* It will allow researchers to garner meaningful data on safety
* And also on how well the drug works
* It will accelerate the recruitment process
The phase I evaluation is testing Scancell's two clinical candidates - SCOV1 and SCOV2.
So far, 22 people have been enrolled on the COVIDITY trial, and thus far the jabs have been well-tolerated, with no safety concerns.
In preclinical models, both have induced a significant immune response.
A data readout is expected in the second half of the year.
I think they said they were looking at " partnering Covidity vaccine " however did not say who with ?
Agree Ray. My point was that I don’t think anyone on here could say it won’t / can’t ever happen at some future point in time.
Lindy would have told us via an RNS if Scancell were collaborating with Biontech/Pfizer on Covidity.
It is price sensitive information
Just to be clear, I am all for collaborations. Different parties can enhance the knowledge pool or supply products that are synergistic.
My comments were make in the context of Scancell and BioNTech and specifically around a "universal" Covid19 vaccine. No one so far has explained where there may be synergy between a DNA approach and an mRNA approach justifying the "perfect fit" suggestion.
Hey Cleaner. I also believe the VHS / Betamax example was short-sighted in the context of Scancell.
Biopharma companies collaborate very frequently to harness different technologies and expertise. It’s not hard to find multiple examples to evidence that.
BIONTECHS mission ;
By 2030, we aim to be a multi-product global biotechnology leader, aspiring to address the world’s most pressing health challenges with pioneering, disruptive technologies delivered at scale
mid term
Next-gen or variant adapted COVID-19 vaccines
LONG TERM
Maintain and deepen COVID-19 vaccine leadership
Approved products across various disease areas
in relation to RR reference to VHS developing Betamax , this pandemic has taught research institutions to collaborate look see below :
this is the full presentation from Biontech
https://investors.biontech.de/static-files/edee73bd-1620-4f51-a419-7ce7782ffa0f
https://www.scancell.co.uk/scancell-to-collaborate-with-biontech
https://www.axios.com/2022/06/30/pfizer-universal-covid-vaccine-testing
https://edition.cnn.com/2022/01/27/health/universal-coronavirus-vaccine-explainer-wellness/index.html
Where is burble would be keen to know his thoughts
look at biontechs Mission statement going forward ,
WTP,
I'm not sure about wanting to cover all bases. If they believe in mRNA then that's what they will put all their resources into. I didn't see VHS developing Betamax "just in case".
If I was BionTech with billions sloshing around in their petty cash funds and I had existing relationship, I would certainly consider having a "DNA" arm/partner of the business, to expand their portfolio/cover all the bases...IMO. But maybe like you say, just want to stick to mRNA, who knows.
"P.s. I agree, we are a perfect fit for Biontech"
I don't see it. BioNtech are developing mRNA vaccines while SCLP are developing DNA vaccines.
Chalk and cheese I'd have thought?
"with no news from SCLP on the near horizon I think we will be lucky if we stick at 13"
You can interpret this in two ways:
1) I don't think there there is any news on the horizon
2) IF there is no news on the horizon, the SP may fall further.
I believe violin meant the latter.
Good Progress announced today By AZ (Ian king live this morning). Treatment shows good results. Hope we can get some update as well. And BTW the longer we wait (within reasons) with no vibes of bad news the better position we will find ourselves in.
WTP,
"Who accused violindog of being someone else? I said reminiscent."
Well since reminiscent means,
"suggesting something by resemblance."
Whose posting style did Violindog remind you of?
I think I've made my point on this.
AIMO
Please stop stirring AB.
Who accused violindog of being someone else? I said reminiscent.
WTP
As you say,
"Nobody knows exactly when news will land, that's the whole point isn't it, we wait for game changing news."
So why not wait? What's the point of trying to work out a date? It will arrive when it does.
I think that's part of the problem with BBs.
People decide that date A is when the first trial results are due but when they're not announced the expectation bubble is burst and then the whole game starts all over again.
Why worry? If the results are as everyone expects the SP should benefit.
At least people like Violin won't be accused of being someone else.
That's just daft.
AIMO
P.s. I agree, we are a perfect fit for Biontech.
With the existing relationship you'd think there was something deeper going on?