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CH was very tight lipped about scib2 but at the beginning said we have two products entering the clinic next year. So that's Scib1 and Scib2. In the upcoming milestones slide it had scib2 down for pre clinical work and manufacture next year. He also said CRUK quite slow pre clinically but will make up for it in recruitment etc.
No recording I'm afraid. Was sat too far back. So everyone would probably benefit from your always excellent notes. My thoughts as follows: 1: Scib2 seemingly not even planned to start next year, which I find deeply frustrating. 2. Modi1 H2 next year. Again...deeply frustrating but it is very complicated to produce. 3. BioNtech TCR again results not imminent. 4. Glycans they hope to partner up early on 5. GC...rumoured that there will only be 1 or 2 awards this year but CH hopes that Modi3 could have life with BT and GT even without GC. No patents needed for it as it will be a combo of citrullination and homocitrillunation.
Have we heard from Flaherty recently? Wonder what he makes of this fiasco...His patience must be wearing almost as thin as ours...Especially as he rang up his mates and recommended they get involved. I've said it before but don't understand why we are still so concerned about the scib1 study. If the FDA are being such a pain let's just do it in the UK for less cost. Or better still shelve it and put more into Modi trial. Scib2 and Modi are going to be the real money spinners anyway.
Honestly... now that Scib1 trial might even start and finish after the scib2 one what is even the point in it...scib2 is far more valuable and doesn't have the same hla restrictions. Also the number of triallists is less than a third of the triallists on the scib2 one. Might as well can scib1 and do as large as possible a trial for modi1.
This can't all be blamed on Ichor. If we'd submitted the IND when we said we would these issues would have come up then. Also what the hell were they discussing in their pre IND meeting with the FDA? Surely all questions to do with Ichor would have come out then?!?!?
Astonishing work Wild...so we are being consulted by Roche...finally the cloaking device slips a notch... way back in 2015 RG did say that Roche was the company he admired the most in our field... we are getting there! I was expecting news before the AGM but am now not so sure. With all the excitement of the GC and BionTech at Esmo it feels like people are forgetting that Scib2 could actually be the biggest asset in our armoury. 75 person trial FOR FREE! To be fair RG deserves his pay increase for that alone.
The key things IMO are Scib2 combo CRUK trial possibly in up to 75 patients and the Grand Challenge. Both are huge on impact to the company and minimal to no dilution to shareholders. Even if we don't get grant from the Grand Challenge the exposure to Genentech and BioNtech is invaluable. They are both now unquestionably intimately aware about Moditope and with the data so far how can they be anything other than incredibly excited.
Yes it achieved 100% survival in mice...but that does not guarantee success in humans. Nevertheless if it even achieves 50% survival in the late stage untreatable cancers we are targeting then we are talking multiple billions.
The significance is that nearly everybody is looking for ways to combine their treatments with Checkpoint inhibitors in hope that the treatments are synergistic. The downside is that this is expensive as you are paying for two treatments and in some cases you are adding two sets of side effects into the mix. Moditope can achieve such incredible potency that it doesn't need to be combined with a checkpoint inhibitor and although the data is pre clinical doesn't seem to create any toxicity at all either. Furthermore whilst CIs only work in 30% of patients in a handful of cancers Moditope can be effective in a whole host of different cancers and in up to 100% of patients.
I am very unlikely to be able to attend this year I'm afraid C7. I will be attending the proactive event though. Steve67 supplied the recording last time so hopefully he's going as I would be curious to listen to it. Unfortunately th3y don't use mics at the AGM which makes recording tricky.
On the one hand obviously Scancell don't dictate the timing of these events, but on the other I can't see any of the team wanting to stand in front of a room of investors at the moment unless they have something positive to say. And also there was another pretty recent proactive healthcare evening which they chose not to attend...And this event has gone in with only 2 weeks notice which is much less than usual.