Member Info for Burble

We had an almost 5:3 buys to sells the other day and the price dropped. Baffling.

Https://www.linkedin.com/posts/scancell-limited_cancer-oncology-clinicaldevelopment-activity-7347923822160871425-7Zgt?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAYwa_8B30W-1hYUXxbkGbs942rIApnJd-U

This was posted in LinkedIn just under an hour ago.

'Our CMO Nermeen Varawalla was at the recent 8th International Neoantigen Summit – where she held two talks which prompted some good questions and debate.

Nermeen discussed the smart design of neoantigen immunotherapy clinical development, and identifying rational, synergistic neoantigen combination strategies to maximise clinical efficacy and overcome tumour resistance.

She highlighted a few key trends in the field:

· Towards off the shelf immunotherapies, rather than personalised or individualised approaches - highlighting challenges with the latter, such as extended timelines to reach the patient and manufacturing.

· Deploying these to tackle challenging cancers, such as liver and pancreatic, due to promising results in immune responses in clinical trials

· Addressing treatment at earlier stages, especially the adjuvant and perioperative setting

Thanks to all those who attended and engaged with us at the event! '

I thought so. Therefore technically we could still have a report in July!

Agreed re. ESMO.

On the Q3 pushback, forgive my ignorance but am I right in thinking that we are talking fiscal Q3 and not calendar Q3?

Do you think the Modi-1 update will come before or after then?

PIs selling over here.

Previously I had wondered about the sixth antibody that was on a slide Phil presented at the last analyst call. I believe we had never seen that before.

I’m wondering whether there is a lot more work going on behind the scenes looking to identify further GlymAbs, which would then possibly make sense to have them in a seperate limited company. All I guess will be revealed later on the Investor Meets call.

Moonparty.

I apologise. The data I took was off the Investor Meets website. Separately, SCLP posted on LinkedIn the following with an image containing headshots of both Phil and Nermeen (no Sath).

'Scancell CEO, Phil L'Huillier , and CMO, Nermeen Varawalla , will host a live Investor presentation at 11:00AM BST on Wednesday, 25th June 2025. This presentation will be a general clinical and corporate update ahead of future SCOPE and other clinical data.

This event is open to all existing and potential shareholders. Questions may be submitted pre-event via the Investor Meet Company dashboard or at any time during the event.

Register here: https://lnkd.in/eZayR54B'

Ahead of 'other' clinical data

- Modi-1 data?

- Genmab update?

- mAb data?

Moonparty - CFO is presenting - so funding may be a topic which comes up.

Presenters

Phil L'Huillier - CEO

Sath Nirmalananthan - CFO

Nermeen Varawalla - CMO

This was the job position you are referring to Berm. Head of CMC (Biologics). That was posted approx a month ago. I would assume therefore AP had 3 month notice period.

https://www.linkedin.com/posts/callum-scott-phd-b8ba4aa5_this-is-a-fantastic-opportunity-for-an-experienced-activity-7323272261296156672--dxN?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAYwa_8B30W-1hYUXxbkGbs942rIApnJd-U

Interactive Investor also hasn’t

IMHO this board was historically a place for debate, for ideas to be banded around, for people to critique. Whilst people had their differences and at times weren't afraid to voice them, there was a sense of cordiality and people genuinely seemed to take an interest in individuals on the board away from their own share dealings.

Instead, it has dwindled to bickering, negativity and is routinely filled up with a sea of emojis or AI slop. It is for those reasons that I post less. I've got better things to do with my time than wade through a sea of green filtered posts trying to piece together the odd tidbits in the middle.

Remember we have Modi-1 preliminary results expected around this time. I'm curious how the market will react because I suspect they may show hints of efficacy - but point to the need for it in combination with checkpoint inhibitors. Therefore, the market may judge them unfavourably when actually they are just a stepping stone to the later read out this year.

Something I’ve just noticed and unsure whether it’s been picked up before or discussed. Apologies if it has.


Interim Results for the 6 months ended 31 October 2021 - five antibodies mentioned.

Scancell to produce TCB antibodies (2022) - five antibodies mentioned.

Results for the year ended 30 April 2023 - five antibodies mentioned.


Interim Results for the six months ended 31 October 2023:

‘The Company currently has a pipeline of five anti-glycan monoclonal antibodies (mAbs): SC129, SC134, SC2811, SC88 and SC27 that target solid tumours including pancreatic, small cell lung, colorectal and gastric cancers.’

Five antibodies mentioned

Interim results presentation (https://scancell.co.uk/wp-content/uploads/2024/08/scancell-interim-results-fy-2024.pdf)

Five antibodies mentioned.

Results for the Year Ended 30 April 2024

‘The GlyMab® platform has generated a series of high affinity tumour specific monoclonal antibodies (mAb) targeting glycans that are over-expressed on cancer cells.’

No exact number of antibodies mentioned

AGM presentation October 2024 (https://scancell.co.uk/wp-content/uploads/2024/11/agm-october-2024.pdf

- SC129

- SC134

- SC2811

- SC27

Four antibodies mentioned

Interim Results for the six months ended 31 October 2024

‘The GlyMab® antibodies bind to sugar motifs, rather than peptide epitopes, found on the surface of glycosylated proteins and lipids expressed by cancer cells.’

No exact number of antibodies mentioned

Interim results presentation (https://www.youtube.com/watch?v=GRpViedF8Mc)

Slide 22

- SC129

- SC134

- SC2811

- SC27

Four antibodies mentioned

Investor update 24 April 2025

On slide 20 you see the following six antibodies:

- SC129

- SC134

- SC2811

- SC27

- SC88

- SC79

SC79 (targeting Colorectal, Ovarian, Breast, Lung and Gastric with a non-disclosed target) is new and not referenced in the RNS on the 30th January and has not been mentioned previously in any of the RNS's over the past few years.

Has the appearance of SC79 been discussed before? Have I missed something on where this mAb has come from or is this the first time we have noticed this?

Interesting post on LinkedIn which has some albeit blurry photos highlighted multiplexed assays being used by Scancell.

https://www.linkedin.com/posts/lauren-carty-b5846811a_a-fantastic-turnout-today-for-our-msd-lunch-activity-7340707359511511041-wGpM?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAYwa_8B30W-1hYUXxbkGbs942rIApnJd-U

There was a previous article with Mandeep Sehmi last year https://icrinc.com/news-resources/qa-with-mandeep-sehmi-head-of-business-development-at-scancell/ so we have had some links with them over the past year or so. The Q&A comes at a similar time post ASCO.

Unless I'm going mad, this has now been removed from the website

Also NE based

That makes 3 of us. What struck me in comparison to other gold mining companies on AIM is how amateur the presentation looked. It looked like a high-schooler had knocked it up rather than it being properly thought through and crafted for an investor call of this type. I guess this remains a back of the drawer punt.