Scancell Holdings Share Price (SCLP)

"Biotech M&A is broken. The historical playbook was simple: a startup creates an incredible asset, and a multinational pharma company (MNC) swallows them whole to run the commercial launch. But the top-tier biotechs are now refusing to be acquired—and they are poaching Big Pharma's crown jewels to build their own global empires.

Earlier this year, Merck ($MRK) offered a massive $32B to acquire Revolution Medicines ($RVMD) for their pan-RAS oncology pipeline. Revolution flatly rejected the buyout.

Now, the story gets wild. Not only did Revolution refuse the acquisition, but they just poached Thomas Lampron—Merck’s Global VP of Oncology Marketing and one of the core architects behind Keytruda’s historic commercial scale-up.

The move signals that the pan-RAS field is officially transitioning from an early-stage science story into aggressive commercial execution. At ASCO 2026, Revolution's lead asset daraxonrasib demonstrated a median Overall Survival (mOS) of 13.2 months vs 6.7 months for chemotherapy in pancreatic cancer—effectively doubling survival in a historical regulatory graveyard.

Instead of passing the baton to an MNC, Revolution is keeping the economics and assembling a heavy-hitting commercial team to launch daraxonrasib independently. For Merck, losing the acquisition target was a strategic setback; losing their elite oncology marketing talent to that same target is a brutal validation of changing power dynamics.

This is the pipeline to watch. "

https://x.com/i/status/2062957638808399877

Whether Scancell are on their way to qualifying as a top tier Biotech - time will tell. The clock is now ticking that much louder with questions due to be answered in the not too distant future . . . . .

Whether you like AI or not , it is part of our future … does it help one’s research or not is debatable … here’s an example .. type ‘Keir Starmer Scancell’ into your search engine and see what it spits out !

Useful or not? .. that’s the human bit .. to decide for oneself.

Take care all ..

Might be irrelevant but the last update was 17th September 2025 which means next Wednesday is exactly 9 months.

That’s an awful lot of data to be shared especially the scan results and the level of PFS.

When it does arrive it will probably be a comprehensive update as the ModiFY trial ‘Primary Completion(Estimated) is the 1st July 2026’.

My hopes are that the study is progressing nicely with solid evidence that ModiTope is another potential game-changer in the battle against solid tumours.

The ‘Adjuvant / Neo-Adjuvant’ Arm ( 15 patients in each ) of the trial will be extremely important.

GLA

Yes Cleaner many thanks. I listened to the recording in the link. Amidst recalls they invoke the great days of Harold Wilson OMG, and the Govt getting involved in Industry backawhile. But isn't the Govt's hand to be seen in Moderna's drive in the UK in recent years and there has been some helpful activity lately, (with other Companies).

I tend to agree with EE's view - but you never know - we've had signals (at some point), that the revered Starmer is aware of Scancell. It would make perfect sense to keep Scancell's science in the UK but heaven forbid it goes to Trumpland or China.

Also enjoyed revisiting the Guardian of 2 years ago when Prof. Lindy was CEO - seems a long time ago! How far we've come since then . . . .

I fear Kyle is all mouth and no trousers but it would be good to see Government having some skin in the game and helping to get cancer treated in the NHS via the CVLP.