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During the interview LD says that they hope to trial Modi1 with a duplex of CPI’s.
I cannot remember which cancer indication that is in. What we do know is that it will be an NHS approved double checkpoint and we are looking to start a new cohort in that indication as part of an expanded ModiFY Trial.
This has been hinted at before so we can add that to the anticipated news list.
Another possible news item is in the ModiFY Renal cohort. Currently the patients we can enroll Modi1 is approved as a third line treatment and due good results we have applied to move that up to a first line treatment. I would imagine that would lead to much faster recruitment in that Cohort.
Here is the full video as posted by bazookajr .
https://www.biotechtv.com/post/scancell-may-3-2024
We may see a few more buys as that interview begins to circulate. Scancell are getting good results at the cutting edge of cancer vaccine technology / science. In the USA their value would be based more on the likelihood of success and not on the likelihood of failure.
The more you think about the circumstances surrounding Scancell’s limited trial choices, the more outstanding the SCIB1 plus CPI results are.
As we know in this particular melanoma setting only 50% of patients get any benefit from the double checkpoint. Even those that are helped do not have huge additional life expectancy.
If by adding SCIB1 to the checkpoints it does up the ORR to 70% or better that’s a fantastic result. The SCIB1 mono therapy in Resected melanoma had a big impact on long term survival. We don’t know yet but if SCIB1 holds closer to 80% and the survival expectancy doubles or trebles then what’s that worth to one of the big BioTechs.
Plus iSCIB+ is now being tested in patients that had probably reached the point where there were no more options left. To reach 100% in this setting would be so dramatic for that population of cancer patients.
Hi violindog
I’m not being super confident on the Mabs I’m just pointing out that, we don’t know what is happening behind the wall of NDA silence.
It’s true to say that the one deal that has been completed is with a company that has known Scancell for 20 years. There is a mutual direction that they both understand and that Mab target fits GenMab like a glove.
Maybe these kinds of deals with Biotechs that are new to Scancell ‘s science take a long time to incubate due to time in the labs and then the decision to purchase must be backed up with the clients total confidence that they can take it into the clinic. It’s a narrow pathway to a signed up deal worth many millions.
I hope we are all pleasantly surprised one morning in the near future and another deal is in the bag.
Positive trial data is very important but it’s not the only avenue for Scancell to be a successful company.
There is still time for GenMab to take our Mab into a Phase1 trial. Additionally LD said they were interested in another target / Mab.
We still do not know the outcome of the 6 month evaluation announced some 9/10 months ago or indeed any of the other RNS’ed collaborations.
Therefore it would be wrong to write Scancell off for the next 4 to 6 months as good news is not exclusive to the trial updates.
That is a really excellent interview and clearly shows that Scancell are progressing towards data that will drive those products to market.
We are looking at the last quarter 2024 for the large clinical data reports but there is a lot more going on other than what was discussed. Absolutely no mention or questions on the potential of a GlyMab or AvidiMab deal. Deliberate, I would guess so.
When will investors realise that tackling the very hardest, most mature and highly immuno-suppressed cancers is the greatest challenge for any new technology.
To get any results is amazing and added to that Scancell’s science does it with minimal toxicity.
It’s been a long journey but the necessary positive results are clearly within Lindy Durrant’s sight.
Lofas you don’t know what is going on inside Scancell. There may be some very high level discussions going on that hinge on the quality of the trial data due in 3 to 4 months time,
The market is not the truth it’s just sentiment in a vacuum.
I hoped that at least one new deal would have been confirmed by now but I don’t know what is happening or if anyone is seriously evaluating either AvidiMab or one of our GlyMab’s.
It’s just guess work at best. I would like to believe that the trials are building solid data that cannot be ignored. I would hope that both our Mab platforms are being well received and proving they do what it says on the tin.
So as I said before it’s up to us to decide if we hold on or take a hit and move on.
I’m holding on because everything trial wise is so far, looking very positive.
The selling looks like patience has run out for some folk. It’s Scancell’s year end today so no last minute deals or trail news.
There is no quick route to the trial data, it will arrive as soon as enough patients have reached their scans and the results have been confirmed. What can happen at any time are ‘deals’. GenMab may even get the green light to start a trial with our GlyMab target tomorrow or in three months.
So it’s down to each investor do you stick or twist.
I’m sticking, solely because I believe that the data when it arrives will be worth every bit of the wait.
‘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.