Member Info for Chelsea11

Https://www.scotsman.com/business/glasgow-packaging-group-macfarlane-gives-profit-assurance-despite-challenging-outlook-4266689

Unspectacular results, arguably a mixed bag but overall solid, with no huge surprises.

https://www.londonstockexchange.com/news-article/MACF/half-year-report/16096105

Lets also hope he / she isn't a Cardboard Cutout.

Where is Haribo anyway?

Moonparty - perhaps don’t ask for a pair of those next time you’re in the Optician lol

Sorry, it’s these new rose-tinted spectacles.

https://www.youtube.com/watch?v=F_yor5Od3yA

£8 quid a share, at least

Let’s hope they’re knocking on with Scancell’s GlyMab Antibody.

One year nearly since Commercial Licence Agreement.

Scancell have told us they will be in Milan next month, providing updates:

“Scancell has developed a novel technology platform for producing monoclonal antibodies that recognise glycans with high specificity and affinity. The platform has generated revenues and the antibodies continue to yield compelling results which have led to a new 6-month evaluation by a leading Biotech company. Additional in-house data has illustrated the potential of our antibodies as chimeric antigen receptor T cell (CART) therapies providing the data for a deal with a cell therapy company. These results along with updates on SCIB1 and Modi-1 will be presented at the AACR-CIMT meeting in Milan in September 2023.”

The actual dates are Sept 20th-23rd and interestingly, the Late Breaking Abstract Submission deadline is as “late” as Sept 8th, so I guess it’s possible the updates Scancell provide could be pretty fresh.

I’ve also not seen posted here, the Abstract Categories. They can be seen at the following link - bottom of page. Could be multiple Posters (whole tub of drawing pins :-)).

https://www.cancerimmunotherapyconference.org/abstracts

Re “waiting game”, let’s not forget what was said in the Business Update RNS on 10th July:

“Scancell has developed a novel technology platform for producing monoclonal antibodies that recognise glycans with high specificity and affinity. The platform has generated revenues and the antibodies continue to yield compelling results which have led to a new 6-month evaluation by a leading Biotech company. Additional in-house data has illustrated the potential of our antibodies as chimeric antigen receptor T cell (CART) therapies providing the data for a deal with a cell therapy company. These results along with updates on SCIB1 and Modi-1 will be presented at the AACR-CIMT meeting in Milan in September 2023”.

The Milan conference is 20th-23rd, so not really a long wait at all.

HAGW.

Especially with this kind of unannounced news.

https://oxfordmetrics.com/news/2023-08-01/vicon-enters-markerless-market-with-unparalleled-accuracy

They’ve all gone to Eastbourne.

In an Austin Allegro.

(No offence to anyone from Eastbourne, Allegro drivers, or Allegro drivers from Eastbourne).

Wow CW. Easy. Berm is a respected poster here and I’ve learnt a lot from him since first investing (at 8p!) in 2020. With no intention to blow spoke up his you know what, he’s one of the reasons I’m still here. I think when an article is pointed out as so old, it’s a fair cop tbh.

It’s Crumbs & Berm buying back in :-)

Bout time we broke out of the pattern of News - SP up - 48 hours - SP down.

A steady rise would be most welcome.

A spike up to 8 quid would be cosmic lol

Pop the cheque through the cardboard letter box, whenever you’re ready ;-)

From the Q2 Vulpes Report:

“ SC129 is Scancell lead GlyMab candidate and it has already been licensed to Genmab, it targets sialyl-di- Lewisa which is expressed on approximately 90% of pancreatic cancers, as well as on colorectal and gastric cancers at a high level. Scancell has shown that SC129, binds to its target and is internalised allowing delivery of a toxin and killing of the cancer cells at sub nanomolar concentrations. In a xenograft mouse model, the administration of SC129 resulted in effective tumour control.”

“ Their GlyMab platform is more about the individual antibodies Scancell identifies and manages to prove their use case; these we imagine will be licensed off as and when the company has a data package suitable to convince pharma to take the risk, as Scancell has already managed to do with Genmab. The anti-glycan antibody field is relatively new and how Scancell select for high avidity antibodies is their ‘trade secret’.”

This Report is worth a re-read for existing investors, particularly in light of subsequent product “prioritisation” RNS.

If you’re thinking of becoming a new investor, fill yer boots!

https://vulpesinvest.com/wp-content/uploads/2023/04/Scancell-report-20230412.pdf

Not anytime soon.

“ The new drug has been in development for 20 years, and is now undergoing pre-clinical research in the US.”

Jatw - what they say about the order book doesn’t appear to me to be weighted too far into the future. You might be right of course but my interpretation of this statement is that they are not talking about 2025 in the context of H2 results.

“ Order book increase of c.30% since end of the previous year, providing strong visibility over second half revenue and in line with management expectations.”

HY Report RNS came out on 25th August last year and so reasonable to expect another in the next 4-5 weeks.

Will be interesting to see what impact the most recent acquisitions have had on the bottom line but the last Trading Update was positive.

And todays update exclusively Modi1 related.

Let’s not overlook 2nd lead asset SCIB1/iSCIB+ as updates close there too.

“The trial is progressing well, with 73% of the required number of patients receiving SCIB1 in combination with two checkpoint inhibitors (ipilimumab and nivolumab) recruited to date. Scancell expects the initial topline data readout from this double checkpoint arm of the study in Q4 2023”

September conference on the horizon and wonder how all this will play into that.

Interesting times.