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Hi WTP,
I posted the link to the Ultimovacs webinar here as it is very enlightening to see what they are doing in metastatic melanoma (not on ADVFN as I do not use it often if at all). Especially as it was Lindy herself who told us about competing vaccines and therapies. There are striking similarities between the INITIUM and SCIB1 trials but each will plough its own furrow and be successful imo. I did hesitate for a split second before posting but I reasoned that people would make there own minds up. There is a percentage of people here that will investigate every avenue and a percentage that get stressed out by the mere mention of a competing candidate. All I can say is Lindy did not disappear in a puff of smoke when she mentioned, Ultimovacs, BionTech, and Moderna etc!
ATB
Or just click on the word webcast…
https://ultimovacs.com/
Ultimovacs presentation from 14th Feb. Worth a watch:
https://channel.royalcast.com/hegnarmedia/#!/hegnarmedia/20240214_1
Thanks tolmers
This is what they have announced most recently:
https://ultimovacs.com/investors/news/ultimovacs-provides-4-year-update-from-phase-i-study-in-malignant-melanoma-demonstrating-sustained-long-term-overall-survival-in-patients-treated-with-uv1-cancer-vaccine
Moderna and Merck are doing non metastatic and Scancell are doing metastatic. I think as long as the data is good both candidates should and will proceed as they each still have plenty to prove (beyond melanoma? beyond cancer?) If there is potential in either, then they should be fully explored. You never know, either candidate may turn out to cure baldness too!
Thanks CW and Marcus,
"The genetic aberrations of each individual patient with cancer is different, which creates a challenge for the development of therapeutic cancer vaccines. One approach is to characterize the tumor from each individual, so that the vaccine can be tailored precisely for that person in order to be better targeted. This approach is difficult to scale up, takes more time and results in higher cost. The alternative is to develop off-the-shelf vaccines, but the challenge is how to make them sufficiently targeted and effective across a wide range of individuals. The pros and cons of these two approaches will be discussed"
I think that will pique the interest of many scientists and I would love to be a fly on the wall for those conversations. Proof in human trials too, so not just pie in the sky!
TF, don’t know about DOY. What does that have to do with FC 😃. Must have missed that post. Anyway re your last post yes agreed. FC could do it all and Sath would have those and other responsibilities.
ATB
Hi TF, have I presumed incorrectly that financial controller was a middle ranking position? Anyway Sath is CFO so definitely top of the tree on the financial side. Therefore my point still stands as whichever rank a financial controller is it would be below CFO…
Also REDX quashed the Times article with an RNS.
ATB
I agree dragon. For me Sclp are coming towards the end of the investment and development arc. Having spent money on developing and proving assets that are relevant and in much need. It looks pretty obvious to me that deals will get done over the next year. It is high time that people paused and realised this imo.
Matt,
Scancell can do a deal on many of its assets right now. Who else can you name that can say that?
Pre-clinical - Glycans - AvidiMab
Clinical - SCIB1
Guess we will find out about Mod1 in the next six months or so.
C11,
Yes great quip re: VHS etc.
However the rest of must should be careful not to jump into a rabbit hole.
I would be very surprised if a major pharma adopted Scancell directly. IMO it will be an up and coming pharma that is looking to define itself and still brave enough to take a risk who will cut a big deal with SCLP to make its mark. Ultimately major pharma will get the assets through acquiring mid pharmas etc I suppose. Maybe like GenMab have cut us a deal and the pancreatic MAB could end up with a major pharma if GenMab gets acquired. So I don't really see the VHS vs Betamax analogy as anything more than the start of an interesting discussion point. It won't be do or die for SCIB1 for example.
CW,
Just goes to show that you were right to follow your own instincts and ignore the doubters and dismissive types. And might I add that you have not really reacted negatively to them imo. Your posts are really well put together. You have clearly spent a great deal of time investigating both what is and isn't relevant both to Scancell and the broader science. Indeed a whole science picture which I think it very useful. Your posts have become well structured and considered, and whilst you may not always be right or wrong, putting these findings and interpretations out there is the only way to see if they hold water. I hope this is not coming across in anyway condescending but I and many others are always happy to see what you have to say.
Your 8.48 today is an excellent example.
ATB