Member Info for Burble

This tweet just was posted https://twitter.com/eqtec/status/1382653058790871041?s=21

Could this be a coded message to say the Wood partnership is all on course and no need to worry?

Knowlesi,

Basically yes. We see so many drugs which do well in P1/2 and then fall at the last hurdle when they go into a bigger patient population. I guess my biggest worry is that keytruda removes the brakes from the immune system, SCIB1 produces potent T-cell response.... if there were any very underlying off target effects in the single arm trial that were not at a measurable level, these could be magnified in the combo trial. Hence I will sit with baited breath until we start getting efficacy and safety data from the trial once it gets going.

If we did see these problems, then I would hope that falling back to a single therapy trial would help, but it would be a bumpy ride for everyone involved. Having said all that, I have absolute confidence in LD and the rest of the team. They have demonstrated that they will only move forward when they are sure of the data that they have generated so far. Hence, I don't think LD would have moved to a combo trial if she didn't believe the data that had been generated in the pre-clinical studies and mouse data etc. That fills me with confidence that we will see benefits to patients, but until they are dosed we will never know whether this translates.

Katnick,

I wasn't trying to draw comparisons between the two because they are two therapies with very different MOA. I'm just highlighting that trials combining therapies have different risks when it comes to clinical trials than individual agents alone. SCIB1 showed phenomenal results and I hope that this translates into further gains for patients and to the share price when combined with checkpoint inhibitors. However, I am highlighting that caution is required in these types of trials because they may result in (serious) adverse effects which as single agent trials haven't been seen before, or in the numbers that are expected.

As with any clinical trial there are risks involved and this is why control arms are necessary. If we see a failure to reach end point OR an increase in (S)AEs, this may be down to the checkpoint inhibitor rather than SCIB1, hence robust control arms are important to be able to tease apart the data. Based on what we know already, SCIB1 is well tolerated and works amazingly well. So being able to replicate that single-agent in a new larger cohort of patients would be good to see alongside the checkpoint combo trial.

In no way is this me trying to detract from SCIB1 and how much I hope that we see results like or better than we have seen before. It's more me trying to promote a balanced viewpoint that combo trials present risks both to patients and to share holders and that we should be prepared mentally for every eventuality. May the odds therefore be in our favour.

Interesting to note that on top of failing to meet the primary end point it showed more adverse effects in the combo arm than in the control arm.

We should therefore take this on board for our own combo trial. Always a risk! But onwards and upwards.

Thank you!

I already paid into a separate managed fund ISA this year so wasn’t able to add to a second one.

But wanted to move £12500 personal allowance out of my trading account this tax year, then £7500 at the very beginning of next tax year. To them add to my trading ISA. That way I could at least max that out on day 1.

Was just trying to figure out when I would need to sell this years stocks to be able to move them across without the trade falling into the 2021-2022 year!

That makes a lot of sense. It’s what I was thinking but didn’t want to fall foul of losing a whole yearly tax allowance by accident!

Now the decision is what to sell, it’s always such a gamble!

Random question,

If a share transaction is T+2, is the point of calculating tax on T or is it the + 2?

Just getting towards the end of the tax year and wanting to move some stuff around into an ISA. But can’t work out whether the point of transaction for tax purposes is the minute I click sell on a share, or when the sale is confirmed two days later.

Any advice welcome!

Also Nissan are just up the road from Billingham....

‘ A more detailed evaluation of drill results will be undertaken on receipt of all analytical data from the 2020 field season and Greatland will conduct further drill testing during 2021 of existing targets and other high-priority targets identified by the EM survey.’

Am I right in reading this as they haven’t yet got the next set of drill results back?

Cars

Technically completely feasible. Especially with mRNA/DNA based vaccines. You could just mix both components into the same delivery mechanism and inject.

From an approvals process, I see no reason why you’d want to go down this route. Two entirely different diseases - one viral, one malignancy. So makes more sense both from an approvals and clinical trials process to have them as separate jabs. Both will most likely have different dosing schedules so you most likely would need different jabs. To get a trial done with this cohort would need huge numbers of patients and have many different end points. Separately it would be easier to manage a clinical trials process by testing in two different patient populations.

Others will probably add further insight into the pros and cons of this.

Also add to this, tablet form could be a sublingual (under the tongue) dissolvable. There is a large amount of blood flow to the region.

Another thing to bear in mind is mucosal immunity is also beneficial - as Covid enters through the mucosa. So finding a delivery method which helps to develop a mucosal immunity would be good as it could prevent infection in the first place.

Moditope patents in the US are listed on this presentation as ‘some claims allowed and broader claims under review’ - do we know a time scale as to when we will learn whether the broader ones are approved (or not.)?

It will be interesting whether the blue touch paper will be lit under Covidity *IF* a variant appears which completely circumvents one of the licensed vaccines and our initial data is positive for being a pan-variant approach.

Crumbs

Good summary - you also missed a key point. A DNA vaccine is far simpler to make than an RNA vaccine. Less complicated steps and Lethe increased stability of it means that DNA costs are lower to synthesise and purify, and quicker to scale.

Vulpes Life Sciences Fund Selling again. Frustrating but unsurprising tbh.

Reptillian

LTH for me, been here for 11 years so far this isn’t just a one trick pony. There are multiple platforms, many being tested in clinical trials this year. So news to come on multiple fronts and not just the Covid-19 front. So plenty of upside even from here.

Indeed, I noticed that!

Definitely seems that today’s press is being picked up in various news streams. Will be interesting to see how far the reach of this is and whether that is reflected in the share price on Monday!

If you look at google trends, there has definitely been an uptick in the last day!

If you look at the daily trend, you pretty much can see the exact time that news hit!

https://trends.google.com/trends/explore?date=now%207-d&q=Scancell

For those of you who missed Sky news, I've trimmed it and uploaded it to Ytube. https://youtu.be/IpuNIUraPy8

BW
Burble

https://www.theguardian.com/world/2021/feb/11/pfizer-vaccine-strong-response-new-covid-variants?CMP=Share_iOSApp_Other

‘ However, they had strong T-cell responses against all known variants after the first jab. “It may not necessarily protect you against infection, but it’s very likely that this first dose will make it much easier for your immune system to make a good response the next time around,” said James. “We think this is why that second dose produces such a good strong antibody response, because the T cells are already there, ready to react.”’

Our day will come!