Member Info for Balerno2

Many years ago at a Scancell briefing in Mayfair

, I met the Chinese who were sniffing around the firm. It was during Goodfellows reign. The worry is they take the IP and develop it themselves. They are not a panacea and it needs Chinese honourable gentlemen as they say. If we are concerned at the time Genmab has taken to progress 2 mabs, then what would happen in China where information release is restricted ?

Burble,

Yes civil servants are not entrepreneurs by definition and government has a poor record, in spite of using external advisors, of picking winners. Unfortunately there’s a pattern of supporting US companies when domestic rivals get the response , if your product is any good then the market will support it. It happens in Defence too as a result of some recommendations from our ambassador in Washington . Here’s another Mandleson dimension ?However there is a framework around in government which could progress our case starting with the CVLP . Remember Moderna and BioNTech have big PR operations.

Yes the interims are due by Jan31 if the previous years pattern is followed.

Hi Cleaner, some years ago Goodfellow mentioned Eli Lilly as a possibility. Don’t these 2 CPI’s come off patent soon and anyway there hasn’t been any decision as to whether there should also be a keytruda or another CPI arm?

Hi cleaner,

Hope you are right. It’s also getting closer to when we expect Modi 1 trial info. As EE said, you come up against the wall of Xmas party season. Then after that there is the news vacuum between Xmas and new year where positive news is more likely to get front page exposure.

Hi RayP,

But isn’t there an expectation of starting the registration trial in the summer. So the clock was ticking from last summer surely.

Hi EE,

As we discussed at the AGM, a target has to

Be to get MODI into the Cvlp. That would speed up the trial as it has done with iscib1+ due to improved recruitment.

The abstract only refers to ISCIB1+. Is MODI featuring too?

So if I get this right then AI is trainable?

So I asked the Google version - what are HLA Allelles?

The response primarily quoted Trinity Delta but not scancells own website. It also mentioned oncolive.

This shows the limits but if it learns then great.

So the more we ask them then the more the replies should be noticed but maybe not across AI products?

Here’s a the result.

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In the Scancell SCOPE trial, HLA alleles are a critical biomarker for patient selection and predicting treatment response to the cancer vaccines SCIB1 and iSCIB1+. The vaccines are designed to work only in patients who express specific HLA class I alleles, as these alleles are necessary to present the vaccine's protein fragments (epitopes) to the immune system's T-cells.

Key significances include:

Patient Stratification: Scancell used HLA typing to identify a "target population" of patients most likely to respond to the treatment. Data analysis from the trial showed a meaningful difference in clinical benefit (e.g., objective response rate and progression-free survival) between patients with the target HLA types and those without them.

Predicting Efficacy: Positive T-cell responses, which correlate strongly with better clinical outcomes, were primarily observed in patients with the predicted, compatible HLA types.

Vaccine Development:

The first-generation vaccine, SCIB1, was effective only in patients with the HLA-A2 haplotype, which represents about 30-40% of the population.

The second-generation vaccine, iSCIB1+, was developed to incorporate a broader array of epitopes targeting HLA class I alleles present in up to 80% of the melanoma patient population, thereby significantly widening the potential addressable market.

Future Trial Design: The findings from the SCOPE trial have led Scancell to plan for future Phase IIb/III trials that will use HLA typing as a patient identification strategy to enrich the study population with likely responders, increasing the chances of trial success. This allows for a more targeted and efficient approach to clinical development.

This is for informational purposes only

Good find cleaner, particularly as we were informed that our Chief Medical Officer couldn’t be there due to travelling to the USA. She is a very positive lady and will make at impact at that conference. I’m not sure who else is attending?

Hi C11, I asked the question about the Mabs being bought to suppress them given Genmabs recent purchase. I received a very forceful reply which most people are happy about and indeed were hoping for. I haven’t seen the presentation on the website yet which I’m sure had clinical stage on at least one of these estimated in 2026. As LD said, they are awaiting confirmation in Genmabs annual report.

As for creating any advantage, the share price has not reflected that so where is the evidence? I’m sure if the share price was rocketing then the attitude here would differ anyway.

Yes but your recall was so accurate without notes as I was there when you heard many of them. Impressive.

Hi EE,

An accurate representation of the meeting. You must be highly experienced at that as you didn’t seem to write that much down.

Hi C18, back home now at 1.20 am with a positive conviction- however not the one that leads to His Majesty’s Pleasure. In conversations it appears that our collective skills may be able to support the board’s initiatives.

Great to put faces on and discuss our challenges with some of the pseudonyms here.

Isn’t Diggle already mopping up? Other investors need to see what we see and have the same conviction!

I’m still at Stansted awaiting a delayed flight home. Is that conviction?

Yes Diggle was there but cleared off to another meeting in PALL Mall afterwards before I could eye ball him. However his Body language was very interesting and he was engaged throughout the meeting.

Ans the driver of the share price is deals.deals, deals

Just has a LinkedIn message with an extract on YouTube about the way forward in the next year from PL. While it’s obviously part of something larger, he mentions both isib1+ and MOD1 going into trials pending results. He talks about planning, design and funding without giving answers. I expect he’ll be asked about that tomorrow at the AGM. See you there. What a teaser?

Being impressed with the professionalism of PL and the team, I decided to attend the AGM and come down from Edinburgh as a day out.

My last visit was a number of years ago to a hotel somewhere in Mayfair where I asked Goodfellow what his price was. He was getting there until another investor asked some techy questions. Of course that gave him the excuse to divert and loose the thread as he was more comfortable with the technical stuff.

Previously there was much post event chat about the quality of the biscuits at the AGMs. Here’s hoping the after AGM gathering will be joyous and celebratory.

It’s been a long time but good to put some faces to the nom de plumes here.

Hi cleaner, I’m also intending to go m. It’ll be a long day and I haven’t registered yet.