Member Info for BOJO2020

Thanks JB1,

I am going to check the Scancell results presentation as I think Lindy said INITIUM had something like a 57% ORR so she was not too concerned about it. I have tried to find previous ORR readouts for INITIUM and have not been able to find any. In any case, if it was indeed high fifties or early sixties then that would have been might close to CI's alone... Unfortunately they have not been able to demonstrate a difference by adding UV1 to CI's against CI's alone. That is very sad indeed for patients. The positive for us is that we now have an open goal so to speak and it looks like team Scancell has it's shooting boots on!

Cannot see why people would sell here unless they are sheep that are seriously under researched.

ATB

Market reaction is brutal. Currently down 92%…

Https://ultimovacs.com/investors/news/ultimovacs-announces-topline-results-from-initium-study-evaluating-uv1-vaccination-added-to-ipilimumab-and-nivolumab-in-patients-with-unresectable-or-metastatic-malignant-melanoma

Redmile are trading now?!

Also worth taking a new look at the website. Seems to be a change of tone that is sales focussed

Https://angleplc.com/about-us/events/

Press link

C’mon Burble enough of the Daddies jokes 😃

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

They claim no HLA restriction as they use several epitopes. Do they have proof? The devil will be in the details for both SCIB1 and UV1. Room for both in the market I guess

So they appear to be using a single checkpoint?

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

Chester,

😂👏

Maybe the current FC is retiring? They just need to replace someone. Does not need a big fan fair or an RNS!

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.