Member Info for Awonda

The FDA is in favour of adaptive trials (or at least were and put out statements to that effect) and they have approved trials which remain blinded to the participants and clinicians but are unblinded to the computer and when the statistics are incontrovertible the trial is automatically unblinded.

In truth that is more useful in trials that require large enrollment and have relatively quick readouts, but may become helpful if recruitment is slower than expected.

Yep, if GLP-1 absorption went up up by the same % as in that patent that would be very fine indeed.

Especially if the uptake were consistent, you'd wonder about whether the insulin or the GLP-1 would be a bigger opportunity.

Thanks for the IO update. A narrow miss on phase 3 and they are down 50%.

Shows the importance of getting the biomarkers just right which I think SCLP is doing. Market cap in the same ball park (80m vs 115m).

The valuation of SCIB1 is based on these discounts: 6 to 1 (chance of success), 4 to 3 (%HLA patients addressed), 3 to 1 (advanced melanoma only vs earlier stages too). So potential for 20 fold uplift for iSCIB+ portion of valuation i.e. £1.20, as progress is made.

Of course, overcoming those discounts will require expense (and concurrent dilution) and the earlier stages would I think, take much longer, but plenty of inherent value.

The duobody in interesting but not Scancell territory. The Hexabody certainly is in the Avidimab territory. Very helpful to have a bigger player bringing attention to this type of antibody technology, increases the chance that some of the pharma/biotech world will be paying attention.

I agree that the exclusion of people who will not reach the 13 week imaging is confusing.

On slide 8 an exclusion is signaled for those who progress before week 13

On slide 19 cohort 3 a progression is clearly shown before week 13.

The very useful data which is not given is how many patients who progressed in the first 13 weeks did have the correct HLA type and did not have acral melanoma/brain metastasis but still progressed.

It was accepted back in August (received March) but published in November's edition.

Still good results, although as Lindy said during AGM chat you need to target more than one thing at a time to have the best chance of lasting effect (i.e. avoiding tumor escape), especially if you are dealing with existing solid tumors.

I would say that they were quite tight lipped about when the results will come out, but the sooner they come the higher the value as it means a higher proportion were responders. If you had the same spread as this far, it would be much sooner rather than later.

Yes my read was a general statement that a complete responder has no visible tumors.

I spotted this paper on linked in, published by Foram Dave a Scancell reseacher.

Our new paper presents the development and validation of SC134-TCB, a T-cell redirecting bispecific antibody targeting the glycolipid Fucosyl-GM1, which is overexpressed in small-cell lung cancer (SCLC) but shows minimal to no expression in normal tissues. This innovative therapy demonstrates potent anti-tumor activity and offers a promising new treatment option for this aggressive cancer. https://aacrjournals.org/mct/article/doi/10.1158/1535-7163.MCT-24-0187/747388/SC134-TCB-targeting-fucosyl-GM1-a-T-cell-engaging

Yes, there is an advantage for pumps , but in many ways I think the first advantage will be for the type 2 who self inject.

Reducing the volume of injection required by 5 will make it more convenient and less painful.

I know that Arecor's technology typically enables storage at room temperatures - if that's also the case with AT278 then that's another big advantage, in terms of convenience and pain.

News or no News, named partners or not, this share price is not for moving.... I guess the company will have to show good figures in its financials before the world wakes up, responds etc.

Almost alone. A good outcome with Hikma, but we wont know for a while how significant this is in monetary terms.

It's all good news. Heading in the right direction. A top 5 pharma paying upfront with the right to license is great. Built in (but not guaranteed) value route. The Inbrx news was good too, back in May.

Has the [modified] Moditope protocol been published? (Apologies if I have missed it).
I'm interested to know what precisely changed and whether there is an escalating dose which may delay exciting melt away results.
Thanks

The future product might then have a similar use to that being developed by Poolbeg (who bought the technology from Uni of Warwick). Theirs is derived from influenza virus but basically stimulates a strong interferon release, which then helps reduce the impact of any respiratory virus.

Good spot! I had thought about generic lifescience supplier like ThermoFisher who wanted to be able to supply easier to use consumables, but that match looks very accurate.

Hi Jones1961,
This may now be redundant , but just in case.
The information (now released as an RNS) was in the public domain. The news is that GSK tried to fight an Arecor patent and Arecor won. Whether that translates to GSK or someone else asking for a license is of course entirely another matter.

Great news about the patent being upheld. Even better news is that GSK cared enough about the patent to try and invalidate it. Good evidence that it's something GSK cares about it!

Are all the price monitoring extensions simply because the spread is so big?

Andrea