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The silver price is being fought over and it shows in today’s price graph bouncing from $106 up to $118 and currently held around $113.

There are obviously some financial elements that want to bring it back down below $100 set against the forces of demand that seem to be getting ever stronger.

Industry needs to ‘future book’ bulk silver plus its being locked away by individuals holding to preserve wealth.

I’m making a presumption that the downward forces are the Bullion Banks and the Shorters.

Fascinating battle going on.

Scancell, Baby Bio with the Pipeline potential of Large Pharma …… 🤔

Hi ponsonb

I remember something along those exact lines. I’m sure at the time LD was ready to part with Immunobody as ModiTope does have a huge range of solid cancers to go after and the cash would have made things happen much more quickly.

However, I think those comments were made before the Pharmajet switch and the AvidiMab test in Covidity and the rise of Dual Checkpoint Inhibitors becoming SOC and finally the development of iSCIB1+.

So Immunobody is now a very valuable platform with plenty of room for expansion into earlier stages of Melanoma cancer. Plus SCiB2 waiting in the wings.

Difficult to put a value on the whole of the Immunobody platform right now, to also include all of its IP, would command a very high price.

I’m sure we would all take £2B as a negotiation starting point.

Does look like a swap from one hand to the other or : a very large Bed & ISA . haha 😂

Hopefully as the news gets out the SP will continue to rise especially with the Interim Report on Thursday.

The WebCast should be very enlightening and we may hear where we are with the MHRA & EMA.

Very positive and exciting times regarding Scancell which is a much needed distraction from reading the news.

Good luck all ….. 👊

Just shows how ‘under the radar’ Scancell still is.

Today’s news is momentous and leads directly to both the MHRS and EMA allowing the Ph3 trials in the UK and Europe.

This breakthrough in patient outcomes and potentially new SOC will also be very welcome news in Australia where there is looming problems with skin cancer.

The FDA have just recognised iSCIB1+ phase 2 data good enough to open trial centres in the USA. Not only that but showing that the Scancell team were absolutely spot-on with their submission.

The depth of the clinical data and the professionalism of Scancell’s submission has been rewarded with a first time pass.

It doesn’t get any better than that, ever.

We can look forward to a very positive WebCast on Thursday, I expect two very happy smiling faces reporting how well Scancell are doing.

As someone said earlier, we can now hear how Modi1 is doing. I don’t expect a full update but some reassurance as they touch on the subject.

GenMab starting a Phase1 trial using our target could also drop at anytime.

As far as I can see the next few weeks and months are set-up for nothing but positive news.

Only 15% of biotech startups make it to IND clearance. This is a giant step forward and means that the reality of a commercial treatment that becomes part of the Standard of Care is now well within Scancell’s grasp.

I don’t expect news on a partner or deal in the next couple of weeks but I do think Scancell could go quite straight after the Interim Report on Thursday.

Will BMS let this new advance for treating late stage un-resectable melanoma slip through their fingers ?

I very much doubt it ……

At the very least we have been told there will be some drill core lab results by the end of January. So this coming week.

Interested in what happens to the Silver price now it’s broken $100. If the momentum is still strong and we start receiving quality lab reports from WCE the SP could very easily drive passed 0.25p

Good luck everyone.

Hi OnOne

Yes it’s a deliberate decision.

Also, Immunotherapy is probably the correct way to describe how Scancell’s platforms work.

It must be noted that the FDA are becoming very fussy about the COVID type Vaccines using mRNA. Whether that means trouble for DNA based Vaccines I’m not sure but using ‘Immunotherapy’ to describe our treatment is probably a very wise choice.

Just hit $99.9

Maxparker those are excellent results for a personalised vaccine. It will be available at an unaffordable price for SOC and will never become mass market. However for those with high value medi-care it will be preferable option.

Totally agree that Scancell need to agree a deal / partnership as soon as the IND has passed the FDA tests.

Taken from Trinity Delta 25:11:2025 -

“Based on the now clearly defined target patient population in advanced

melanoma, management estimates that the addressable population is 38,000, with

an addressable market size for iSCIB1+ in this indication of c $3bn. In the earlier-

stage neoadjuvant/adjuvant setting the opportunity is larger, with a patient

population of 129,000 and market potential of around $6-9bn. Other

opportunities for iSCIB1+ could be as a preventative therapy in certain high-risk

groups. However, at present, our peak sales assumption for iSCIB1+ focuses only

on the advanced melanoma indication. There remains an unmet need in this group

of patients; despite CPIs improving patient outcomes, only around 50% of

patients maintain a long-term benefit, with the remainder either relapsing or

becoming refractory to CPI treatment”.

Those figures suggest that the price per patient will be £58,500. Our current MCap is £137m.

137m divided by 58,500 = 2,340 treatments or 195 treatments per month to generate a turnover equal to today’s MCap.

The treatable market is 3,200 per month or 16 times our current worth in one year.

I just wanted to point out how insignificant today’s share price is compared to just one years potential for iSCIB1+ and if we go after the neoadjuvant market that’s a further 129,000 treatments per year.

Scancell is a potential unicorn biotech, just saying in case it’s not occurred to anyone !!

two things stood out.

firstly that these assets have been enhanced in the past by alien metals investing in exploration, sampling and drilling. all those processes take time, in fact years to start proving up value. an exploration company needs the increase of the potential value to align with market conditions and without this current surge in prices alien metals would still be struggling without any possible jv’s. the market has changed but alien had virtually tapped out its possible avenues for more capital on aim.

secondly, bruce has clearly stated that if you what a significant rise in the share price to stick with him throughout 2026.

elizabeth hills needs to progress, hopefully to an option of an open pit mine. greentech need at least a year to really move the dial on munni munni and it maybe that alien need to enhance the tonnage of han**** to achieve a fair value deal.

bruce is too experienced to allow that kind of asset to go on the cheap.

all my opinion based on what he said in that interview.

Thanks Vascular that was very informative.

A quote from that article :

‘For startups, the biggest challenge is the time and money invested before the first commercial results are achieved. Therefore, investors often look for companies that have already obtained Investigational New Drug (IND) approvals or fast-track status’.

Exactly where Scancell sit in the process.

Achieve an IND and there are many investors who now feel the risk’s have been reduced sufficiently that it’s time to buy up the stock. These new investors include High Net Worth, Venture Capitalists, Investment Funds and Institutional Investors once their criteria for investing are met.

This is why an SP can take off as we have been told about on many occasions. This is also why passing the IND threshold will be so significant for Scancell.

Truth is that without Calculus dumping 25 million shares these past 12 months the share price could very easily been sitting at 14.0p and moving up from there.

What is fair value at this moment in time for the very real potential of Scancell’s platform ?

Pre-IND acceptance - 20.0p + ??

Hi Botski2

You are correct but I didn’t feel that there is any solid information that narrows down the ‘when’.

GenMab starting a Ph1 trial could be still months away or possibly next week.

I’ll take that one as a bonus prize if it arrives soon.

Also, the Modi1 update could in theory be worked up as soon as the IND is first submitted because until any feedback from the FDA the workload needed to submit becomes zero.

I think calmly waiting for my suggested timeline is better than expecting news every day for the next umpteen weeks.

I do agree that the void could be filled at anytime and as they kind of said on the Fast Show - “Which ‘would’ be Nice”. 👍

Stakis

The next news will most probably be the date of the end of January ‘Interim Business Update’. Nobody should expect any information regarding the ‘IND’ until at least early February. Even then it would be an extremely early resolution and I would be amazed and delighted.

The ‘IND’ process takes as long as it takes and Scancell will not know until a full 30 days has passed since the very last enquiry or objection by the FDA has been dealt with by Scancell and re-submitted. However due to the calibre of our senior directors I would hope that a great deal of possible stumbling blocks have been resolved in the Pre-IND meetings. So let’s not get ahead of the game by expecting news on the subject for at least a month and maybe two months.

The current share price is cheap and without Calculus selling out we would already be much higher. Any selling at this price will be mopped up by very many eager investors. Including you and me.

News to Expect :

Interims end January

ModiFY trial update March

Anything else is a bonus …..

Thanks Berm

An excellent rounding up what I was aiming to say. At the last presentation our CEO was clear that the ph2 data produced, combined with the focus that can now be applied to patient selection gives the SCOPE Trial a very high probability of success.

So the FDA giving clearance for Ph3 trials in the US is a major event because the data on the Ph3 target patients, say it will work and improve SOC by a clinically significant margin.

I would be extremely surprised if the likes of BMS decide to stay on the sidelines and wait for more proof. I think the proof is there and they will not risk letting it go to a competitor or as we’ve seen with OXB, to an opportunistic fund that steals the prize.

To much money involved.

A possible further 15 years dominating SOC at an average of £4B a year certainly sharpens the mind and hopefully a deal is cut soon after we pass the IND’s 30 day threshold.

Just my opinion but based on what we know and have been told by those inside the trial know.

Lumping everything we know, think we know and all things we don’t know but have speculation on what they might be.

Scancell needs a catalyst not just for the stock market but also for interested parties to step up and throw their hat in.

That catalyst is the FDA passing iSCIB1+ for the ph3 trial to partly be conducted in the US. It’s the Seal of Approval, the Confirmation that we have something very special and the Proof of Concept that forces the big players to get in or miss out.

Once this happens the pipeline of Scib2, Modi’s 1,2 & 3, GlyMabs Sc134 et al and AvidiMab all become very real to those with deep pockets.

We won’t know until we know but the day after all things change for Scancell’s technology platforms.

Having read some posts about the IND process it is perhaps important to note that there is not a definitive starting point for the 30 days timeframe.

If we have the perfect submission and there are no flaws or technical questions from the FDA it would reach 30 days and in essence have passed. That would lead to an RNS and a planned phase 3 enabled to start at some point in the USA.

However, that starting point is reset every time there is a query from the FDA. The relevant information passed over from the submitting company and the 30 timeframe begins again on that date.

This can happen over and over and over, even on the 29th day.

The FDA advise that there are pre-IND meetings to ensure this process works as swiftly and smoothly as possible.

So Scancell will not know when the IND will surpass the 30 day hurdle. It could be early February or still be ongoing in late May, it’s all down to the solidity of the initial submission and the fewest issues.

Best to not expect any imminent news concerning the IND and for what it’s worth I’m hoping it’s achieved by early March and we can get on with the Modi1 update in the meantime.

We also have the Interim Business Report due at the end of January.