Member Info for BOJO2020

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.

Yes and keep right on doing so!

I would imagine all those not in the SCIB1 HLA type are waiting for iSCIB1+ which will allow them treatment so should be pent up demand

SandyR

Very good presentation. Better than the US one yesterday in which AN dumb things down a little too much. Point noted about RNA. Could be very significant 👍

C11,

Your 8.43. "The Betamax/VHS analogy wasn’t intended to provoke such deep analysis. Of course it’s not the same as medicine - that is bloomin obvious!"

Totally get that

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

Burble I sent an email via website yesterday regarding the neoadjuvant Modi study. I would be interested that we both get a reply as I had to give them a nudge last time. Can you lets us know as will I.

Many Thanks

Many thanks for these excellent responses to my questions. I am now able to investigate further in anticipation of these results. It pays to pay attention and I am doing so; Tregs... well that has just opened another door for me! Thanks for sharing your knowledge and experience everyone.

ATB

Thanks RR,

Your answer has helped me keep focused on the basic objective.

As a non scientist it is the questions beyond the fact that T cells are present in the tumor that I simply cannot imagine, but I am trying to do so. So forgive me as I can only express myself metaphorically. The way I see it is that the scene of the battle is the tumor, so what are the scientist looking for beyond that both the cancer and the T cells (each type) are present? Are they able to measure the strength of the T cells somehow? Is there a scale that can be used? Beyond that a dead tumor tissue with T cells present would be very conclusive evidence wouldn't it?

I seem to get the impression from LD latest presentation that results for this may be available soon. Unless I have missed something this is still going ahead in SCCHN? I know people are really interested to see proof of T cell activity in the tumor. As Lindy says, this is what pharma are looking for...

I wonder if anybody can explain what is the significance of finding T cells in the tumor apart from the obvious. Why would pharma find this compelling?

Many Thanks

TGTD,

You’re 21.34 last evening. Can’t you get to the point without multiple paragraphs? Hence I did not read

ATB

And this is also confirmed 37 mins into the presentation listed by ciaskin

So ALL companies pay for research notes. Just a fact…Some of you really don’t understand much about investing do you?!

Not seen it yet but if someone can post a link when it becomes available.

Meanwhile thanks for feedback and thoughts which have been very helpful.

Not sure if this has been posted but I have a feeling it may have been posted in the last week. Anyway a very interesting read re presentation and summary of facts:

https://www.scancell.co.uk/Data/Sites/1/media/fininfo/2024/scancell-interim-results-fy-2024.pdf

Hi Moon,

The complete response has been known for a couple of months. May have been update or webcast. In any case they still have complete response!

As of October 23 it was £11.9m

December 23 raised £12m

So we have cash somewhere around £23m now?

Cash burn approx £1m per month

Can anyone confirm they read things this way.

Thanks

Burble,

Targeting/testing/analyses also seems to lean one particular way that of ctDNA rather than the burgeoning CTC's (which offer DNA, RNA, and protein analyses). Development takes place as it does and it will always be in favour of one than the other. It would take a lot to switch focus. Especially with the long development time lines of drugs so it is difficult to see how one can just switch focus to DNA. Unless, of course big pharma is so interested in Scancell's work and they have no conflicting interest so that switching simply is not an issue? They could be tempted to steel a march. I would be interested to know, do big pharma adopt innovative drug candidates that are not inline with the current way of thinking so easily?

However we have to remember of course that there is an overlap with Scancells work involving checkpoint inhibitors. Many more no doubt too. So it is not too far out afterall?

Yes and the UK labs are operational under the Good Medical Practice scheme. Still need real validation but good to see them being utilised. Everything with P is complex as it begins to penetrate the market which gives TGTD and Co good purchase critically but the only people persuaded by them would be under researched or none researched investors. You do not need good scientific knowledge - either in general or specific terms to eviscerate the derampers arguments , but in doing so publically you end up educating those that cannot be bothered to work things out for themselves. Especially of knowledge garnered from the much valued TeleG group. Hence why I do not engage with them on the whole.

Let them remain in the dark of the one sided echo chamber.

ATB

It means the allocation of shares are listed in a block rather than as and when as they happen. Means less RNS's for the same thing