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‘Amisses Fidem’ ….. in their respect for long term private shareholders who have engaged in at least 3 fund raisings. We were very important when the opportunity came for Redmile to stump up £40m and they needed our votes to ensure it wasn’t blocked.
All we want is clear communication not unthought through conference presentation titles.
I think it’s there is a disconnect between Scancell and us private investors. Clearly Redmile and Vulpes will understand where the company is and what attention has been created by the various conferences and presentations.
There is a complete lack of strategy to keep the share price as high as possible in fact the policy seems to be quite the opposite.
‘Modi1 Clinical Update’ stated for yesterday’s presentation, a clear message that more up to date information is about to be shared but they should have used very different language to describe the regurgitation of data presented over 10 / 11 months ago.
The reason why they are so unconnected with us private share holders is beginning to bother me as they are becoming serial ‘let downs’ and the market as a whole now distrusts any future positive comments and is marking the value lower and lower.
Sad but obviously true.
I think the data arriving in 2024 will win that argument out right.
If Redmile are convinced by the results then Low Ball is off the table.
Scancell have so many ‘shots on goal’ to turn this derisory share price around.
The scepticism by the market is partly because the enthusiasm shown at the 2022 AGM that deals could be done on AvidiMab and GlyMab just haven’t landed in the anticipated way. The shared glimpses of future happiness to rally the troops have until now only produce one deal with a very close ally, GenMab.
The SCOPE trial is on track to move to a Registration Trial, iSCIB+ is now in patients and Scancell are out singing its praises.
The progress of the ModiFY trial is currently veiled from our view but what little we know is all positive.
Patience is required just a few months longer, then we can have a proper debate on the direction of travel.
Morning,
This is an eternal debate between those who are optimistic and confident that Scancell’s science is going to be a new breakthrough in the treatment of cancers and those that see the very real possibility that the road ahead is populated with ‘what if’s’ and ‘maybe’s’.
Thankfully the next 6 / 9 months will make the road ahead so much clearer.
I’m definitely a signed up ‘happy clapper’ but I also acknowledge that the data when it arrives has to be commercially relevant.
Tuesday may produce some insights on the ModiFY trial, fingers crossed.
It could also mean that all stressed cancer cells go through citrullination and can therefore be targeted. The trick being that you have to create an environment where that stress occurs.
That is not an easy task but with enough research into the mechanisms plus the added aggression of the immune system created by Checkpoint Inhibitors, would it not be possible in all cases ??
The below 10p share price is frustrating when we know that the science is gaining traction.
The clinical trials must be consuming 10’s of thousands a week and be creating vast amounts of admin to ensure Scancell conform with the all the trial protocols and legislation.
This is a very expensive business and the only way to see a return on that investment is for the trial data to be converted into MHRA or FDA approvals. Even then it has to be good enough to convince the medical professionals to adopt and recommend to their patients.
The recent AACR was a great place to get the message out that this treatment is working extremely well and has a high probability that it will be approved and adopted in the coming years.
SCIB1 plus the two checkpoints is working in an area of Melanoma cancer that so far has no treatment. So we can be excited by the fact that patients lives are being extended where previously there was no hope. We also have to understand that at the moment we only know the data for 13 patients. As our Chairman pointed out, we need positive data in a minimum trial sample of 40 patients. At that point it becomes clinically / statistically significant.
We cannot be very far from having that kind of data. Scancell’s target is to have that level of patients enrolled by the end of June and the scan data by the end of September. It could be a lot earlier if the 85% ORR is maintained.
I think any mention of possible update of the ModiFy data has been couched 'in 2024'.
The fact that we are told there will be a 'Clinical Update' of Modi-1, I would not be happy if that update is what we already know from April 2023. That would amount to a deliberate policy to reduce the share price by continuing to disappoint the market and thier shareholders.
Why offer any mention of Modi-1 if it is not a Clinical Update. I therefore propose that it is...
Hiya Ray
My interest in the London conference is that the description for Scancell’s presentation is “Clinical Update” for both SCIB1 and Modi-1. The last meaningful data we had in Modi-1 was back in February 2023.
Entitled : Encouraging early efficacy data from monotherapy part of ModiFY Phase 1/2 clinical trial.
Now it’s not the Modi-1 +CPi cohort but surely it cannot be ‘here’s some data from over 12 months ago” Can It ?
I dam well hope not because as a shareholder I would be furious.
We only need to wait a week or so and we can get straight back on the ‘ what if’s and maybe’s ‘.
Immune-Oncology Summit Europe.
London 23rd to 25th
Clinical Updates on SCIB 1 and Modi 1.
Could be another possible maybe !!
Guessing when the SP positive Data will land is not for the faint hearted 🫣
Https://www.visitsandiego.com/meeting-planners/space/ballrooms
Very large capacity depending on the seating type.
Hi KonarA
The initial patients signing up for iSCIB+ will be all those who were ineligible for the SCIB1 vaccine. That will be a large number of people who will welcome the chance to get on the iSCIB+ trial.
I would say the SCIB1 part of SCOPE will have to complete and that will mean reaching the 27 responders at the earliest possible point.
Let’s just hope that these questions are answered verbally tomorrow and RNSed on Monday morning.
Reading back on the SCIB1 + CPI’s RNS releases.
Mid Sept. 9 out of 11 Scanned 82%
Late Nov. 11out of 13 Scanned 85%
Plus 3 patients enrolled not at 13 week scan
December to March approx 17 weeks. Possible number to have now reached their 23 week scan = the 3 from late November RNS plus a probable 2 more since then = 18 patients scanned.
Very appropriate enrolment 24 patients.
The goal is 43 patients enrolled by end of the 1st half 2024, that would mean 19 more in approx 12 weeks. Which seems to be a high number.
Conclusion : using the above as a very rough guide, if the 19 patient number referred to in the Abstract text is ‘Enrolled’ the recruitment drive is way behind schedule. If that number is ‘Scanned’ it would make much more sense.
Therefore there is a good chance that Scancell have the 13 week data on 19 patients and if so 16 responders would maintain the 85% ORR.
The SCIB1 + CPi data that is about to be shared is very important in the journey towards the proposed Registration Trial. The last update was for 13 patients that had all reach the minimum of a 1st scan. The response rate was 11 out of 13. In the months that have past since then we could see that number close to 20 patients and the minimum target for a response is 14 ( 70% ).
The ORR is extremely important and anything 80% or above will be fantastic.
Additional to the late April Conference.
Immuno-Oncology Summit Europe 23rd & 24th April 2024.
Day 1 @ 14.45 Lindy Durrant
'Clinical Update on the DC Targeting Melanoma Vaccine, SCIB1 and Modi1 Vaccine Targeting Citrullination'
My presumption is that this will contain some new data, it doesn't say that it definitely will but 'Clinical Update' is a perfectly good clue for me.