Member Info for BOJO2020

Just tried to call Scancell to inform them that people are not getting replies to email inquiries. Also to suggest they do a test email from the website etc to source any problems. Called the number from google maps ending 069 and it went direct to a mobile - call time 9.35am today.

Bantham,

Your trouble is you can only see the tactics which is a very small subset of investing. Also, discussing them among, well, what? Your peers? Are you looking for validation? More upticks, does that mean you are on the right track to you?

You know, if you and TGTD stopped your running commentary nothing would change. You simply have no effect on the world so might you both find something else to do.

Hi violindog,

In order for the share price to appreciate we need great news and a fair market. The SCIB1 news is already outstanding but the market is dead to it. Scancell just have to keep on keeping on. If the markets corrected tomorrow we would be at 24p imo without further news. It could be argued that taking a deal at this stage will get Scancell only half the money it is due...

Annual company updates are a must. As and when updates are not enough as they are matter of fact and do not explain context and intended direction of travel etc. With innovative science and developments such as Scancell's and an apparent ability to problem solve I am sure Lindy and Co cannot wait to let us know how the last year has gone in a bit more detail. After all, last years meeting was bonza, strange to follow the next year with nowt!

Fact no1 Deal with MidAtlantic/Solaris Health - Prostate Study - May 22

Fact no 2 Second secured contract from pharma services customer - June 22

Fact No3 Paying collaboration with Bioview - Her2 Assay - April 23

Fact No4 Deal with Crescendo Biologics - Pharma Services - April 23

Fact No5 Deal with Artios - Pharma Services - May 23

As it stands four of these are payers between May 22 and May 23... and the other with MidAtlantic/Solaris should be at some point. We don't know exactly how much each contract is worth and certainly we do not know the contribution (which is far more important). We also do not know which contracts fall into which period. So to save messing about lets carry out a simple exponential growth exercise:

Based on four contracts in year one:

50% growth by year two (2024) = six contracts. Same growth for year three (2025)= nine contracts

150% growth by year two (2024) = ten contracts. Same growth for year two (2025) = twenty five contracts

So now all you need to do is fill in the gaps. Whatever you think the average revenue and contribution is.

What TGTD and others are suggesting is that there will no growth: that is to say that sales remain the same or diminish, and that the cash runs out unless there is a dilutative raise. Whilst this is possible, the facts above demonstrate that deals have been done (fact: see above) and on that basis it is reasonable to assume that they will continue to be done in the future. Not only that, but as more products and services have come on line (another fact) that sales will increase. This is reasonable IMO.

As I say, fill in the gaps. But whatever your opinion, try and be objective.

TGTD,

If you dig your heels in too much you may put yourself in a corner it will be difficult to crawl out of. Try being objective

Thanks Bermuda. I found that site but not the study. So I wasn’t being lazy!

Very much appreciated

Page 15!of the presentation and 21mins and 20 seconds into the recent webcast Sept 23.

https://webcast.openbriefing.com/angle-sep23/

Cannot find a study protocol. Can anyone help?

RP,

They seem to be hitting duration of response too. 25 weeks, 37 weeks. The picture is becoming more convincing and I can only imagine it will continue. Seem to be hitting outcome measures

Hi WTP,

SCIB1 seems to be very well behaved in clinic; it's performing as intended! Surely that is so rare that pharma are watching like a hawk it to see how far it can go? I mean, how many other drugs perform too or above expectation? We know the usual failure rate is exceptionally high. I get what you are saying though, at some point a deal must be signed. I guess there was a brief window when it was redeveloped just before clinic phase two. I wonder if a deal may have been available then?

Hi Dracula,

This is going to be complicated but I will try my best to be succinct but not short!

Redmile invested on the back of a DD which no doubt included:

Immunobody - SCIB1 phase 1 data.

Moditope - Modi 1 pre-clinical data.

Glycan/Antibody data

Avidimab

I put it to you that Redmile were Scancells first big deal. Without them it was unlikely Scancell would have developed Glycans to the extent they have. Got Modi - 1 to clinic (don't forget how close Lindy and Sally felt Modi 2 was to clinic Q1 2024). Had a shot at the Covidity trial. They may have got SCIB1 to phase 2 but it is a big trial so even if Scancell would have managed it some other way, the trial might not have been so big.

Yet people are asking,' Why don't we get pre-clinical deals like everyone else. Well because SCIB1 and Modi - 1 are actually in clinic so it is impossible to get a pre-clinical deal. Also, I would strongly suggest that we have had a pre-clinical deal of sorts (modi 1) that allows Scancell to maintain it's full rights: Redmile investment.

What do you want? Blood!?!?

No but seriously. It all depends how people look at things.

In regards to trials being completed and an obsession with data. Once again we are in clinic and the company are no doubt swamped with data. Why on earth would they ignore it?

Finally, I am sure that the pharma world understands exactly what Scancell are doing and when the time is right, more deals will get done.

And just one more thing. What have Redmile got from their investment? More impressive SCIB1 data. A Genmab deal. The only thing is that the value is not being shown in current market conditions. But it will.

OBD did a raise just prior to 4 bagging but ignore fact and panic if you wish Neon

Please take time to look at the table view and in particular ALL outcome measures. These show what Scancell still need to achieve. Easy eh!?!

https://clinicaltrials.gov/study/NCT04079166?tab=table

Yeah EC, the video introductions are a good idea and work well.

Put very simply, Scancell are, 'in trial.' So they are on a predetermined track... The only way is forward until the very end of the trial and data is all important. I am afraid the roller coaster has set off and you may have noticed, there is no emergency stop button. Not at 200mph anyway! The pre-clinical guy has his feet firmly on terrafirmer at the end of the ride looking after everybody else's coats!

That would be quick. Announced March 23

Which RNS are we talking about...

PD-L1 you may get your double.

PD-L1 at the behest of a customer which would mean a contract... that'd be very exciting.

Molecular assay combined with repeat validation and it would be full speed ahead.

Worth remembering that due to the complexity and nature of the work being undertaken here, Angle are not likely to keep patting us on the head every week with an RNS.

In the absence of an RNS we know that PD-L1 has been added to the website, been tweeted by Angle AND if you follow the link it is currently occupying the first page... www.angleplc.com This is not guess work it is fact but we have each to draw our own conclusions

DYOR

We also know that Angle are sourcing a third party molecular assay. Getting one to match or adapted might this lead to validation on clinical labs? Also this would help with the NHS study, pelvic mass study and Solaris prostate study?

Lots to play for. So close but yet so far

We also know that Angle is currently in collaboration to make a HER2 assay

Worth remembering that following the launch of Portait Flex, AN told us that the DDR assay had been developed for a repeat customer. Also part of Portrait Flex is listed the PD-L1 assay as is DDR. It is under the OncAdapt part of the Angle website but no announcement yet. Coincidence…

Let’s see