Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Another unique and groundbreaking cancer treatment now FDA approved and we should wish it every success possible.
This treatment cannot be used on unresectable tumors, here’s a quote from the article :
“ For starters, because Amtagvi is made with TIL cells from a patient’s own tumor, patients with unresectable tumors won’t be eligible for the therapy”.
So Scancell’s SCIB1 + CPI’s is needed just as soon as is humanly possible.
Chester.
Good spot, I'm obviously just checking that everyone is awake ..... 😉
With your permission I will change that to Relative Survival Achievement.
I'm really thinking about the results seen in the original SCIB1 Mono trial. Of the original 16 patients would I be correct in saying that the majority are still alive after 10+ years.
Chester.
At the latest Analyst Presentation Q&A, Lindy said this :
"I think our data is better than Ultimovacs, but I would say that"
Our CEO attests that SCIB1 plus the Doublet of Checkpoints is producing better data. The crux of the results will be around survival expectancy. Will Immunobody plus checkpoints in the SCOPE trial induce memory 'T' Cells and give years of survival rather than months of ?
Chester.
On the question of what news and when, my thoughts are.
Possible in the next 8 weeks :
Modi1 + CPI Trial Update Early April.
GenMab decision to move to a Phase1 trial with our 'Target'.
Out come of the 6 month Evaluation of GlyMabs by a USA Biotech.
iScib+ 1st Patient Dosed.
Mid Year ( June / July ) :
GenMab to agree another GlyMab or Target of.
A GlyMab deal with other than GenMab.
Neo-Adjuvant Cohort Early Results.
Scib1 + CPI Trial data Update.
Aug / Sept :
Strong Interest in AvidiMab leading to Agreed Evaluation.
iScib+ CPI Trial Initial Update.
Always the chance of some left of field news but all of the above is within the boundaries of what we know or what we have been told.
Chester.
I realise that it's frustrating, to be once again waiting for SP moving news.
Medical breakthroughs, the type that Scancell are attempting, can take many years to cross the threshold of 'science hope' to 'accepted and valuable science fact'.
There are two facts that we need to acknowledge:
1) Without Vulpes £4.5m and subsequently Redmiles £40m Scancell would be many many years behind where we are. Those two investments were crucial in paving the way to afford both trials and bringing many functions in-house.
Also to attract the quality of staff we now take for granted.
2) Both Scib1 and Modi1 have had to start in populations of very poorly cancer patients. We long term holders all hoped that Moditope would be the new miracle treatment for human cancers after the outstanding lab tests on mice.
In time we may find that Moditope is what we wished for when treating very early cancers but that has to come after it has proven itself to a population of patients that are willing to take the risk. The terminally ill.
Looking backwards from where we currently are, you can see that it was inevitable that we needed the influx of large funds and poorly patients willing to be our guinea-pigs.
As far as I'm concerned the results so far are outstanding considering the challenges facing a new drug. The fact that Standard of Care 'Checkpoints' have also allowed Scib1 to do its best work is also a matter of very fortunate timing.
Chester.
From the AGM we know that the 1st Neoadjuvant patient was given their first MODI1 injection just a few days after the AGM. That very first patient should have their tumour removed at the very end of January or the first week of February.
This Cohort requires 15 patients in both, with and without the addition of the single checkpoint. I have no idea of how many patients can be treated each month but I'll guess at 6 per month, that will take us to April / May with a read out sometime in June or July.
The next 3 to 6 months are packed with potential news and results to finally unshackle the SP.
Chester.
Posted back in Feb 2023 :
We have four GlyMab collaborations. I presume the GenMab one was the first back in September 2019.
The second announced on the 16th December 2019 was with a Chinese BioTech.
The third 20th January 2020 with a US Based Clinical Stage Antibody company.
Then the pandemic shut everything down for a year at least.
The fourth and most recent 17th March 2022 with a Major European Pharma.
Bringing that list up-to-date we need to add in the announcement back in June that a new Biotech / Pharma Co was doing a six month evaluation.
Chester.
Morning Burble
Thank you for your thoughts on my questions.
The fact that we can make any significant dents in these hard to treat late stage cancers is a credit to Scancell's science.
I'm reminded that the journey of Checkpoints was a hard sell in the mid-90's.
mRMA is the current in-vogue path to treatments and cures but maybe Immunobody and Moditope with continued success will supplant any in oncology.
I hope that there is sufficient interest in our GlyMabs to win at least one new customer in 2024. I think AvidiMab will be a great success but it will take many months of laboratory work to prove up and achieve the first deal. After the first one is over the line there could be many more.
Again thank you for your insights.
Chester.
Hi Burble
There is a kind of blinkered view that mRNA is the way forward. That's where the money is and that's why the scientific talent is being drawn towards it.
In late stage cancer tumours Modi1 in monotherapy has found it difficult to mount enough of an attack to overcome the vastly mutated micro-biome. It would be very interesting to see how it performed at a much earlier phase of a tumours development.
Do you agree that it's because Scancell are having to start with the most difficult stage cancers that we are flying so under the radar.
Chester.
Thanks Ray,
So the idea of 30 patients is a threshold where the the sample size is not thought of as being to Small to be representative of larger group study outcomes. That makes sense.
Large Pharma probably just use it as 'Risk Guide' when considering early clinical data. They do seem to suffer from the 'Fear of Missing Out'. To understand where Scancell are we need to see at least 30 to 40 patient outcomes and if we are still hitting that 80% to 85% range then job done in a very positive way.
Chester.
Hi Ray
Yes, my thoughts are that at the AGM LD said it was 11 out of 13 that had responded.
One of the 2 was Progressive and had left the trial and the other had reached a 24% response which is classed as Stable. The hope is that that patient would respond further as time goes by and does reach 30% at some point. That would be amazing at 12 out of 13.
The key clinical response would be 27 out of 34 ( 79.4% ) as that would be statistically significant.
13 at the AGM had reach their 12 week 1st Scan, so now, some 7 weeks later it could be, fingers crossed, anywhere from 15 to 18 ish. Obviously it depends on the recruitment timeline.
Chester.
Hi KonarA
No we don't but LD was excited by the prospect when we were awaiting one outcome just after the last update. So I expect that we could have 1 or 2 extra 1st Scans to add to the data.
Chester.
The future for Scancell hinges on progress in the trials and the success of the science 'possibility' becoming science 'fact'.
There are four thresholds that we await to cross, by successfully passing each one the 'what if's' change to 'how encompassing and valuable' will Scancell's Platform's' be.
SCIB1 + CPI : Can the ORR % move into the mid 90's with the remaining patients reaching 1st Scans.
MODI1 + CPI : Is the same uplift in ORR seen in the two remaining Cancer Cohorts, Renal and Head & Neck. If we see that the checkpoints protect the Moditope created 'T' Cells ( as is the case with SCIB1 ) and the battles inside those tumours start to show Stability, Regression and Removal we could move towards another Registration Trial.
MODI1 + CPI Resected Tumours : Will we see the compelling 'T' Cell activity sort after by Large Pharma in those removed tumours. The first of which may be analyse in our lab in the next 3/4 weeks.
iSCIB+ : A few months away yet, but confirmation that it is also non-toxic, it increases the ORR as in SCIB1 and how well does AvidiMab do in increasing the ORR still further or even if it increases the patient pool further.
These four steps forward all added together will mean Scancells potential will not be doubted and should lead to large investors taking positions because the potential of a buy out will become very probable.
Tuesday could begin to throw some light on the direction of travel.
Chester.
TF
If Tuesdays presentation is purely as you say 'to engage with investors or analysts' with nothing new to add to the story so far, I will be very disappointed in their use of management time.
We know that even with 61 staff that they are extremely busy running the trials, engaging with clinicians and developing the science.
What would the rationale behind organising a presentation with nothing new to make it worthwhile ?
You cannot be serious in thinking that my observation is not a valid point to post about.
Chester.
I think there are many of us that feel the tide is forever going out, but, the data coming from Scib1 + checkpoints has so far been outstanding. I cannot see any logical reason to be giving a presentation on Tuesday that is just going over old ground.
As Violindog pointed out, if its not new data who are they trying to engage. The money is in the bank and we know more or less where we are up to on both trials, iSCIB+ has been approved. What else can it be that warrants a presentation.
It has to be an extra bit of something.
Chester.
Ahh !
Very Good point Violindog
I think that line relates to a past presentation only so Bobbust is potentially correct that next Tuesday's presentation could cover both trials.
One thing that I expect is the SCIB1 + CPI will be reporting on a higher number of patients who have had their first scans pushing the Overall Response Rate ( ORR ) over 90% and maybe a little higher.
Chester.
By clicking on the link in the RNS :
https://www.lsegissuerservices.com/spark/ScancellHoldings/events/f581274b-146c-4a89-af15-05bcae874775
It does say 'Positive data from Phase 2 SCOPE trial with SCIB1'
Chester.
Hi Chelsea7
Its good to have you posting on here again.
I think we are mighty close to our Scancell investments being past the gambling stage.
Two major pieces of news will, to my mind, take the 'what if' worry out of the equation.
1 ) Will the Checkpoint Inhibitors do the same job for MODI1 as they have done for SCIB1 ?
2 ) Does iSCIB+ produce the same of better results as SCIB1 with the Checkpoints and is the 'non-toxicity' the same ?
If we achieve both of the above then the days of 'hoping' Scancell is a good investment are over and we will enter a stage where the question will be, "do we go it alone and become the UK's version of BionTech or what price for a complete by out.
I do hope these things come about and you can get back in early enough to reap the rewards you deserve for all your years of patiently waiting.
Chester.