Member Info for BOJO2020

Bamps,

Might it be that Shaun suggesting the trucking costs would be high (comparable to building our own plant) be a negotiating lever. I doubt he may get Telfer cheaper but in the round he will have to negotiate and kick the tyres of such a deal so to speak?

I simply would not know, but surely we could do with Telfer in the first instance and maybe think about our own plant in the future. I mean what are maintenance costs for an ageing plant over 15 to 30 years vs a new modern one? Lots to think about and of course Newcrest are not stupid. Nor would Shaun try and take them for fools.

I also suppose that we could sell Telfer and the plant so years along the line?

ATB.

** Shaun.

The link is on a thread below entitled, 'Sean Day is on London South East...'

May SD is having a full english? Yesterday's RNS came at 7.36 on both website and LSE

WTP,

My own probably delusional opinion is that Scancell will be on par with Avacta share price. And then some. All I can say is if the results keep coming it will happen. Surely not too long. Some more months?

Chicken Licken is an old fable about a chicken that was terrified the sky would fall in on him after an acorn hit him on the head…

Hope this helps

Seriously Skint,

Are you forgetting Greatland updating the MRE already!

SD always makes the effort to keep us PI updated and yes there are times that not a great deal happens in investments but I think he recognises this and goes out of his way to keep communicating. That is the measure of the man and whilst some may find this frustrating I would much prefer this to radio silence.

WW,

Honestly, I don't think people are that hung up about the DTH observations. They are encouraging because we are still in the game. But surely we are all waiting for the ELISpot readouts? After all, these will demonstrate cellular immune response. See below:

Taken from the trial site

Primary Outcome Measures :

Incidence of clinical and laboratory adverse events (AEs) [ Time Frame: For the duration of the study (12 weeks after the final dose of study treatment) ]
To measure the incidence of AEs of Modi-1 and Modi-1v (as monotherapy and in combination with a CPI (e.g., pembrolizumab or nivolumab provided as standard of care) when administered intradermally

Cellular immune response to Modi-1on IFN? ELISpot assay [ Time Frame: For the duration of the study (12 weeks after the final dose of study treatment) ]
(i) the mean peptide-specific ELISpot response minus two standard deviations is greater than the mean pre-treatment peptide-specific response plus one standard deviation (of this mean); and (ii) the ELISpot response is more than 50 spots per million peripheral blood mononuclear cells.

I get that we may have to wait a good while for these but I don't understand why you continue to bash TD who like ourselves are not yet privy to firm data. You may note from the above that the 8 week update hardly reflects the complexity of this trial.

I am happy to stand corrected as always.

Ray,

I also wanted to add that you make excellent points in your 11.51. I really could not have summed it up better myself. No, I mean I really couldn't! It would be so easy to go off an a DTH tangent but by paying attention to your explanation which underline it's relevance as part of the process/mechanism of immune response as a whole. A helpful steer in the right direction so to speak. Well I thought so anyway.

Thanks

Anybody know a good web person? It appears AN does not...!

GMS,

I believe tissue biopsy comes under secondary outcomes according to the trial site.

I wonder how long we have to wait for these? Is it 12 weeks after final dose (and group enough of these?)

Otherwise we may get news of blood tests - Elispot.

Forgive me, pure speculation.

Why do we need a third party view on it? This is an inhuman trial not a study paper that needs validation. More data will come in due course so there is no need for commentary by third parties (TD or other). Has it occurred to you wigwammer that Scancell will be party to real time data that they cannot update the market on until the appropriate time. They need to balance this against that of the 8 week update without giving anything away. Therefor it is my opinion that Scancell hold TD on a tight leash exactly for this reason!

Just to be clear, I don't think there is any smoke and mirrors, just the CSO and trial scientist using appropriate use of language which sets a fair and reasonable tone. Very commendable and professional and we should expect nothing less.

ATB

Let’s not forget that stable disease is a desirable outcome too. Especially for patients that have had previous lines of treatment and currently have progressive disease. Time is very valuable to such patients and it may even provide opportunity to look at further combination therapy once again.

My feeling is that stable disease will play a big part in our trial as it has in other drugs.

DTH can in the first instance be explained as a phenomena (which can be explained generically). Some are keen to understand what that means to us specifically with the Modify trial. Just my opinion it is to early to say. No doubt this will not discourage people from asking a number of questions. LD cannot be drawn on such questions for obvious reasons so she is only able to answer in generic terms).

My generic understanding btw (please correct me if I am wrong) DTH: A skin reaction at the site of injection that is indicative of an immune response - or T Cell response. Not sure which!

I find GGP and UFO are an excellent hedge as I invest in biotech pharma. Clearly the big money can be made (and lost) in pharma but dull GGP and UFO at the right price offer stability. Maybe one day they will 3 x? Just being realistic

DYOR

Chester,

My guess would be April 23 too, even though the trial started in effect Jun 22. Worth noting the reason for the delay in updating was likely due to the differing timelines as the trial began. So with that in mind the Scope study may be subject to the same issues. At least initially.

ATB

Ignore FPD expansion so dates are wrong!

FPD 31st October 2022
November - December = 8 weeks scan
Feb 21st 23 RNS update

I wouldn't have expected an RNS at the end of December or mid Jan so Feb 21st seems reasonable. Also end of Feb update would be very close to the second scan (16 weeks). So does that mean we might expect to hear the next update close to the third scan (24 weeks) which points to around April?

On the other hand we may get an interim update or non at all.

Thoughts please.

Yes that covers it WF. Thanks for that.