Member Info for Burble

Actually correction, it must have been 2011 that I made my first investment. That was when I got made redundant from Pfizer. Still, nearly 13 years it’s been and still waiting for something transformative to happen.

TF of course. My first purchase of SCLP shares was a spontaneous purchase made back in around August/Sept 2010 when I first started investing. I had just been made redundant from Pfizer at the time and had some spare cash lying around. Having never invested before I had no idea forums etc existed and had done very minor research into the company if I’m honest with you.

It was then later whilst working for a small biotech in Oxford, at the time I was looking at investing in OXB and was doing some research on them that I stumbled across LSE, joined and the rest is history!

Interesting that despite the presentation from SCLP, there is no mention of them in that article.

I sometimes wonder whether the delivery of our data isn’t as exciting. I appreciate our trials are earlier stage, but we never show data or scans from patients who were on the Ph1 trials (though I realise that was when we were trying electroporation), we occasionally show the swimmer plot, but it seems presenting data in the manner that we do, never seems to trigger that a-ha moment. Though I’m unsure what to suggest otherwise.

We had a fantastic opportunity here, sharing a session with some other strong players in this field, but it just seems to have fallen a bit flat.

Maybe that’s me becoming jaded by 14 years here. But I expected at least a minor up tick after all the presentations etc we’ve been doing recently

A quick glance at SM found the following from Cancer Research UK https://x.com/crukresearch/status/1777121247006204131?s=46&t=A6vOxblM5AgE5_ReawinRA

*no point delaying

RP you state ‘ It is particularly logical that the clinical team would not allow the iscib1+ cohort to start recruiting until after the completion of the scib1 cohort.’

I beg to differ. From an ethical standpoint, it makes more sense to start recruiting people to the iSCIB1+ as soon as feasibly possible (after local approval for the amendment is granted).

If a patient fits the criteria for SCIB1, then recruiting them to that would be the right thing to do. If the patient has not got the right HLA group for SCIB1, then they go into the iSCIB1+ arm. Once the former is full, then all patients go onto the iSCIB1+ arm. There seems to point delaying opening the iSCIB1+ arm, as you never know when the former cohort will be fully recruited to.

Do keep an eye out on social media (Twitter/X and LinkedIn), especially with the hashtag #AACR as you may find people talking about it in the wings.

Pretty decent price paid for 3 drug candidates and a technology platform.

Unsure whether this throws a curve ball. Does this mean we are not in a closed period? Or does that only count for directors etc? Also appreciate that end of FY is this week so could be someone using their tax allowance prior to announcements in the next FY

Ho Chester, where does mention BNT T-cell collaboration data will be published? AACR talks about mRNA vaccine, but I assume this will be the BNT personalised medicine mRNA vax data rather than any collaboration update unless I am mistaken

I was thinking today about Avidimab. So far, we have only really tested it in Covidity. Which whilst technically clinical, I wonder whether outsiders looking in haven't really given it much of a second thought. The fact it's deployed in iSCIB1+ I think could be the catalyst needed, it's being tested in an oncology setting which will peak interest.

From a scientific perspective, I wonder whether it may be overshadowed by the fact that SCIB1 and iSCIB1+ are not technically the same backbone with the addition of avidimab. But instead has more epitopes and avidimab too. So from a technical perspective will be difficult to say whether any improvement over the original SCIB1 construct, is due to the additional epitopes or whether it's due to the avidimab addition.

I'm curious what other people think. Do you think iSCIB1+ will be the catalyst needed for us to start doing some licensing deals on avidimab? or do you think one will be done before we get data on the new amended SCOPE trial?

Disappointing news too for the patients. Cannot forget them in this whole equation.

It does also highlight how much of a rollercoaster investments in biotech are.

Interesting GGP has a right of last refusal, rather than right of first refusal for Havieron. Does that mean we basically can match any offer and be guaranteed to buy it if we want to? Or could Newmont still decide to go with someone else?

Good to see work on the bispecific antibody format moving forward, I especially like the bullish statement from LD that it demonstrates ‘strong anti-tumour killing with no associated toxicity’.

Do you think we will get another RNS later in the week with details or do you think that is all we get at this moment in time?

Why is there only a tacit mention of the ImmunoBody platform (in passing, regarding Covid-19). There is zero mention of the SCIB1 study, results from that? Other companies mentioned in here talk about clinical trials etc, but this doesn't even mention the fact that Modi-1 is in the clinic and SCIB1 has incredible results in melanoma.

What is also interesting is if you compare how much other companies have raised. Scancell has done very well to have done what it has, over nearly 30 years, on £82m raised to date.

Chelsea11

After the delays caused by the Ichor system, SCLP are now playing ketchup!

Pressed send too quickly - Opdivo/nivolumab (the Bristol Myers Squibb's version of keytruda) also comes off patent in 2028.

Yervoy/Ipilimumab also comes off patent this year.

These three are the checkpoint inhibitors used for melanoma.

One could also add the fact that keytruda comes off patent in 2028, meaning the playing field that SCIB1/iSCIB1+ and avidimab are in may be tilting in our favour further.

Pushed or fell on their sword? Either way; good on SCLP for sorting this and not letting a repeat of last year happen

Last update on the Clinical Trials site added Southampton University Hospitals Trust as now recruiting (31th Jan) with Ioannis Karydis as the site lead.