Member Info for Bermudashorts

Scancell have now submitted a TM01 to Companies House to confirm that Cliff Holloway has stepped down from Zakari in addition to Scancell Ltd., and Scancell Holdings.

https://find-and-update.company-information.service.gov.uk/company/13408042/filing-history

Thanks onceaday.

maccking - thanks for the heads up.

StayLong

I'm so sorry to read your post, it certainly brings home that investments in all bios are about so much more than just money and profit. We are at the start of a new era in oncology with immunotherapies such as checkpoint inhibitors, huge advances in the molecular understanding of tumours and the tumour microenvironment leading to targeted therapies and now live biotherapeutics. Many of these breakthroughs were discovered by small bios and funded by shareholders. So sorry that none of these arrived in time for your Wife, but hopefully one day, chemo will be a thing of the past.

hasiba,

There's nothing to disagree about. The facts are all there and sometimes it's best to just stop digging.

By the way, I have no problem whatsoever with you trading Scancell - good luck to you but credit posters here with at least a little intelligence.

Crumbs,

Yes well spotted.

The setting of part 2 in South Africa isn't clear. Will they simply select the best candidate and delivery method and then expand out to recruit more patients, or will they move to a booster shot for already vaccinated patients as in the UK? Looking forward to finding out more.

Come off it hasiba, that is purely an academic collaboration that has been in place from day 1 and was already in place when you made your posts.

Anyway I think I've made my point and time to move on. It's a shame that you felt the need to bash Scancell's technical ability and even cast doubt on the existence of their labs but as I said, good to see that you've now changed your mind (or trading position) and that you now agree Scancell can just about manage to set up a phase I study from their cardboard labs.

Sorry hasiba, what collaboration - there is no mention of a collaboration in South Africa?

hasiba,

I've changed the title of these posts to OT so others here can ignore if they like. These were some of your posts and I'm sure there were other similar ones but I'm not going to waste any more time looking for them.

hasiba

Posted in: SCLP

Posts: 4,971

Price: 22.25

No Opinion

RE: an RNS27 Feb 2021 18:47
I think partnerships first before beginning of any phase trial...sclp needs help from bigger pharma to advance Covidity in orderly way and speed with massive technical help...and more credibility .
So I expect to hear news of this before the start of trials...
The reverse will cause a lot of delays when times to keep ahead is crucial...just imv.
Sclp can’t do it alone and it’s past history proved it and I believe they learned that hard lessons..
GL holders

hasiba

Posted in: SCLP

Posts: 4,971

Price: 22.25

No Opinion

RE: an RNS27 Feb 2021 19:23
Well crumbs..if sclp is doing phase 1 by their own before getting into collaboration/partnerships ..This will ring alarm bells in my ears and I will get my parachute out...
I don’t think Redmile will risk their massive financial commitment unless they have already agreed with sclp to get into partnerships first to give Redmile more assurance and derisk their investments....sclp previous attempts to over promising and under delivering are there to see for all stakeholders to see...and for me will not be giving them a second chance...

hasiba

Posted in: SCLP

Posts: 4,971

Price: 22.25

No Opinion

RE: an RNS27 Feb 2021 22:02
BS...we are approaching this in different ways...
You seem to let your emotional attachment to sclp guide your decision and I am completely detached emotionally from any share I hold...
I don’t trust sclp to go it alone but you do....their history is my guide..and you need to take notice to be a successful investor....
I will be selling all if sclp is allowed to going it alone before partnerships and GL to you and others to keep holding then...

hasiba,

lol your 18.59 did make me smile. You obviously have forgotten your comments regarding Scancell's ability to run a phase I trial. Let me help you out.

You actually said that Scancell would need massive technical help to run a phase I trial, that you didn't trust them to go it alone and that if they tried it would ring alarm bells for you. So much so that you would get your umbrella out and sell your entire holdings. You also suggested Scancell didn't have any labs.

As posted earlier, it's good to see that you've had a change of heart and I very much agree with your view that they'll need to partner to take Covidity further.

You have very similar styles hasiba - anyway great to see that you now accept Scancell are capable of running a phase I trial.

Latest TD update below

'The COVIDITY vaccine programme is only one facet of Scancell’s investment case but represents a high-profile demonstration of its technological expertise'

https://www.trinitydelta.org/research-notes/cta-approval-confirms-h221-covidity-phase-i-start/

ananda

In answer to your question, BioNTech's revenues have come from licensing and collaborations. Prior to Covid - revenue for 2019 was over $100m. To date they must have received around half a billion dollars in licensing/collaboration payments with huge potential milestones lined up.

Even when operating as a privately held company they were no tiny bio with record breaking funding rounds - series A funding of $270m (led by Redmile incidentally) followed by a series B of $325. Then add in the grants - $445 million from the German Government, another $55m from Bill Gates. It goes on and on.

The only area in which BioNTech and Scancell are comparable is that they are both led by extraordinary scientists innovating at the cutting edge of science, but they are certainly not comparable when it comes to size and valuation.

Snooty Bermuda - it could be worse.

ananda

Shame you feel that way, but rather than throwing around insults, why don't you try to explain what part of my 21.54 is nonsense and have a reasoned conversation? Otherwise people might think you're incapable of reasoned debate because you lack knowledge. So go on - give it a go, what part of my 21.54 is incorrect? Let's start with your description of BioNTech as a tiny bio tech - from memory it IPOd with a market cap of between $3 and $4 billion. It never has been a tiny bio.

ananda

BioNTech has raised over $1.6 billion in funding, has over 1000 employees, its own manufacturing plants, even before covid had signed deals with Sanofi, Pfizer, Lilly, Genentech, Bayer etc. etc. Deals that had already brought in hundreds of millions of dollars in up front payments. In addition, its founder had already built and and sold another bio for nearly $1.5 billion so had a proven track record.

That's why the specialist life sciences funds and big investors loved BioNTech and that's why they had a multi billion market cap before anyone had even ever heard of covid19. BioNTech is definitely not a tiny bio - not by any stretch of the imagination.

There is huge potential here for a significant deal on any one of Scancell's platforms but you're not basing your valuation on comparables at all.

bill,

It's even more clever than that - rather than seeking to destroy them, Modi2 actually exploits the presence of myeloid-derived suppressor cells, or to be more precise MPO produced by MDSCs. Myeloperoxidase (MPO) is the enzyme responsible for inducing homocitrullination (under the right conditions). It's produced by several immune cells including MSDCs, so in effect myeloid-derived suppressor cells play a role in generating the targets for Modi2 - ie. homocitrullinated peptides.

New peer reviewed Moditope research was published yesterday in the Journal for Immunotherapy of Cancer. This research is all about homocitrullinated peptides which are the target for Modi2:-

'This study provides the first evidence that homocitrullinated peptide vaccination generates Hcit-specific CD4 T-cell responses, leading to a potent antitumor effect. Tumor therapy is largely mediated via direct recognition mechanisms. We further demonstrate that MPO-producing MDSC-like cells are likely to be involved in homocitrullination within the TME. We therefore conclude that homocitrullinated proteins are excellent targets for cancer therapy especially those cancers which recruit MDSCs'

https://jitc.bmj.com/content/9/7/e001910

Awonda,

No, the trial hasn't been registered on clinicaltrials.gov yet, nor on the European Register and no further details have been released about the needle-free delivery methods yet.