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Great research JB1
Shows the calibre of the folks who are or want to be part of the ModiFY journey.
I am hopeful that the results in these 4 hard to treat solid cancers show that our Moditope Vaccine is an outstanding breakthrough in the ability to treat as many people as possible.
Thank you JB1 for you continued research, you inspire me with your insights by delving into the known facts. Not always that straightforward to find, but you do join up some very credible dots.
Chester.
So what happens the day there is highly positive news ?
At the moment the Market Makers are not moving vast amounts of Scancell Shares so when someone sells a few 100k shares it does mean a large drop in the price.
The other side of that is what will happen if Scancell drop a very positive RNS ?
Most LTH have already built a good size holding and anyone wanting to establish a large position on 'Great News" will have to pay a high price.
I'm quite happy to tightly hold on to my core investment because the potential risk is diminishing with every step forward in the ModiFY Trial.
Also we mustn't discount the SCIB1 'Scope' Trial or AvidiMab or GlyMabs from our reasons to be positive on Scancell.
Next weeks ASCO presentation gives ample opportunity to have off the radar conversations with Large Pharma Co's.
My last point, if only 50% of our hopes and dreams are realised in the next 12 months it will still be very rewarding for anyone who goes the distance.
Chester.
The only people selling are traders.
Probably bought in early expecting the usual flourish in the SP prior to a known news event and now have to pay up or take a hit.
There were two recent large trades ( around 122k ) but they looked very much like a Bed & ISA combo.
There is absolutely no reason to sell if you are an investor as the ModiFY trial seems to be ticking along very nicely. No 'trial halting' adverse effects seen and one positive outcome that has been allowed to be shared.
We don't know if the current silence is because they are just getting on with the day jobs or because the trial is drawing some potentially very rewarding attention.
My hope is that there is a 3 month update on the scan data which should give us investors a clear indication of how much progress is being made.
In the mouse trials tumours cleared in approx 14 days which we now understand to be about 18 months in human terms. Early days but progress is being made, we just don't know how much.
Will we begin to find out next week, well, I hope so.
Chester.
Yes Ruck the AACR Poster presentation was over hyped. The ASCO Abstract has the potential to be the catalyst we thought would happen a month ago.
Why, because it has been announced that the Director of Clinical Research at the Clatterbridge Cancer Centre and Professor of Immuno-Oncology at Liverpool University has agreed to go to America and front the Scancell promotional drive. This is a very senior and extremely busy Cancer Professor taking time away from his important role at The Clatterbridge Hospital. He is not going for a jolly or because he owes Scancell. He's going because our ModiFY Trial is producing the kind of results that he is excited about and proud to share.
I hope that we do hear from Scancell prior to the Abstract Presentation because it is a fantastic opportunity to get our message to a wider commercial audience.
Chester.
Good morning 'oh patient ones'
On the 13th June ( just over 3 weeks time ) our ModiFY Trial has its 1st birthday.
The most critical part of the trial is the initial toxicity and safety period. Then it's about seeing if the drug is producing any beneficial effects.
As we reach that 12 month Milestone we must reflect on how far Scancell has travelled this last 3 years.
The share price is still geared towards Scancell failing to produce any meaningful results, the markets pricing is 'Derisory' not my word but that of Vulpes in their report to investors.
The ASCO Conference does give an opportunity for some positivity to be applied to our ModiFY Trial 'results so far'.
The release of that excellent Trial Enrolment video shows me that everything is gearing up towards a positive representation of ModiFY in the coming weeks.
Chester.
The ModiFY Trials 'Lead Clinical Scientist' would not go all the way to America to only discuss data from 3 months ago.
What would be the worth of that effort from a clinical trial point of view ?
For him to take that amount of time away from all of his other very important trial duties means there has to be a compelling reason or it just would not happen.
Chester.
Hi Dracula
Possible dates to look out for.
21st May - 3 months since the last ModiFY update. 16 week scan data and results for the original 14 patients will be known.
25th May - Genmab deal reaches 7 months since being signed.
1st June - New Chairman 4 months in the job.
2nd June - ASCO Conference begins, where Scancell are presenting a Trial Abstract. Important to note that our ModiFY Trial, Lead Clinical Scientist will be in America fronting the Scancell Abstract.
Possible news soon on, SCIB1 moving to iSCIB+, interest in either GlyMabs or AvididMab and a remote possibility that someone is interested in Covidity.
I think C7 is correct in his assessment that as a board we have built up our expectations so many times with the reality always far from our hopes and dreams. Therefore all of the above is merely 'of potential interest'.
Chester.
Hi Bermudashorts
I may be a little frustrated as the enthusiasm at the AGM pointed towards the ModiFY trial showing early signs of being a tremendous success. We are now 6 months on but still hovering around 15/16p.
I totally accept the fact that Scancell need to be ethically correct and cautious about jumping to conclusions prior to the actual data confirming positive results.
Clatterbridge are independent but Prof Ottensmieirs is the lead Clinical Scientist on our ModiFY trial. His attachment to the Echo article cannot be seen as independent of Scancell as his role dictates a certain level of Scancell authority, if you see what I mean.
Anyhow I'm just concerned that Trish's story is so positive and we are not seeing the widermarket response that it deserves.
Chester.
On this 'all is quiet' front, I don't understand why Scancell have not tweeted about the Liverpool Echo article. On any other type of interesting association to Scancells science or their journey into the development of cancer vaccines, there would be a tweet, or a reference or an acknowledgement of some sort.
Strange that there is no company PR or ownership tied to such an amazing outcome for Trish.
Chester.
That trade was at 15.45p so based on the surrounding trades and direction of the SP it was almost certainly a Sell.
The MM's are a canny bunch with their Red and Blue pens........
Chester.
Hi crumbs
Abso-posi-tutely ..........
The fact that Prof Ottensmeiers has agreed to have a quote in his name speaks to his confidence and excitement that ModiFY is the real deal. Maybe something to come from Scancell very shortly, hope so anyway.
Chester.
AB124 do you honestly think that our CEO is not aware of that article. There is no way that permission was granted solely by the Clatterbridge Clinical Trial team.
It's great to see it printed in the Liverpool Echo.
Chester.
A local journalist obviously heard about Trish's story and sought permission to do an article in the Echo. Good job by him.
The fact that the permission has been granted shows that Scancell are finally ready for Trish's trial results to be published beyond the Macmillian pages.
It also suggests that the trial as a whole is much more than just one patient having a remarkable reaction.
This publication is what we have hoped for over the past ten years or so. To see the ModiTope story begin to emerge is fantastic.
Chester.
We cannot be to confident that news will arrive anytime soon, but, to have Prof Christian Ottensmeier, Chief Investigator, University of Liverpool, presenting our abstract at the upcoming ASCO Conference has got to be seen as extremely positive.
He is not going to America to present a trial that is just about showing some promise. He's going because the results being seen in the ModiFY clinical centres are of a such quality that it is worthy of his valuable time and positive enough for him to put his name and reputation against them.
Chester.
Hiya Berm
I am only referencing the confirmed and anecdotal statements attributed to the Macmillan site. The 55% reduction has only been referenced as a partial reduction.
So we know there is anecdotal evidence that Modi1 is performing well in that one patient and possibly stabilising others . Whispers.
The next Scancell ModiFY report should answer a lot of questions being asked.
Chester.
What do we actually know.
The SCIB1 SCOPE trial is progressing but awaits the move up to iSCIB+. As far as we know it is a viable trial with a real world clinical need.
ModiFY is progressing 'very encouragingly' after only 8 weeks of treatment. We have heard whispers of continued good results.
An Abstract to come at ASCO 2023 with our lead Clinical Scientist happily being rolled out to add weight to the message. The trial is probably making headway then?
AvidiMab works ( Covidity Trial Proof ), and if it improves the avidity of any Antibody Drug why would those pharma companies not add it to their products. It also allows for an extended patent, win - win on deployment.
According to GenMab, after investigating our GlyMab Antibody for a few years, our product / target is very exciting and worth £5million in an upfront payment. That's a lot of cash for the very first over the line deal.
I don't care what anyone has said about it could have been higher its the first ever deal on a Scancell GlyMab. Onus in such a scenario is on the seller not the buyer.
We know we have a new Chairman of some high regard.
So apart from what we have not been told, so far, we know there are many positives to the Scancell story and they all point towards a successful investment outcome. Rodders......
Chester.
Hi LochinvarLass
I doubt that a sale of that magnitude would happen before there is convincing evidence that Modi1 works at a commercially profitable percentage level. An early bid from somewhere, at let's say 60p, would probably be rejected by the board.
One option would be that another large investor stumps up £30m or £40m to allow Scancell time to bring all of our assets beyond proof of concept, pushing the company to a point where it is worth a very large number.
That route would mean more dilution. However once success was guaranteed it would mean a much higher SP.
My preferred outcome is that we do raise enough funds by doing deals on AvidiMab and GlyMabs, no dilution, better for the company and ourselves.
Chester.