Member Info for chester18

Hi Vascular

Taken from Friday’s RNS ……

“The data, first reported in July and now outlined in an oral presentation, show that iSCIB1+ is a potential new benchmark for treatment of patients with late-stage melanoma in terms of efficacy, durability, immune responses and safety”

‘First reported in July’ so the RNS clearly stated that it was not going to be New Data’.

The speculation had our hopes raised but again dashed on the rocks of reality.

What was new and is very important long term is the ambition to stretch the Reg Trial into the NeoAdjuvant and Adjuvant settings.

Hi Botski

I don’t think Scancell would be considering the double trial avenue without some plausible financial backing.

Let’s presume that there is very keen Pharma interest is iSCIB1 because they see our results as being a step change in the Standard of Care for Advanced Unresectable Melanoma. That conversation would very quickly turn to ‘where else could it work’.

My money is on conversations with a Pharma Co who have deep pockets and are weighing up just how large a slice of the world market can iSCIB1 attain, given the right amount of backing.

Redmile and Vulpes would be on board and may explain why Vulpes keeps on hoovering up Scancell shares at 10p.

This update for the SCOPE trial using iSCIB+ is extremely positive and means we could now have a commercially valuable drug with 15 years protection.

The current share price is not a reflection of what Scancell is worth it’s only a reflection of market sentiment. In our case valued by a market full of sharks, day traders and market manipulation , while we wait for confirmation of positive data.

Scancell have not helped their cause by being guilty of not keeping to promises or deadlines. Our new CEO is trying to rectify this but the truth is now that only data, data and deals will move the SP forward.

When this thin veil of doubt is lifted the share price will re-rate in hours not day’s.

Hi EE

Yes, I checked the website thinking the slides would be readily available. When I listened to Botski’s recording there was the part where Phil was explaining about a slide that depicted the positions of other biotechs in the melanoma space. That was definitely one I wanted to see.

Saturday may bring some new SCOPE details but I cannot imagine there will be any huge surprises.

“Session Description”

This 75-minute session will highlight five selected Late-breaking Abstracts who will each showcase their work in a 15-minute oral presentation.

Saturday 8th 2:30pm

‘1325) SCOPE, an open label phase 2 parallel multi cohort clinical trial evaluating an off-the-shelf DNA plasmid vaccine in first line advanced melanoma combined with check point blockade - interim read-out

Nermeen Varawalla, MD, PhD, MBA – Scancell Ltd’

From everything we’ve heard and read about this year’s SITC USA it would be the perfect forum to release a little more SCOPE trial information / data.

When you consider the array of considerations Scancell has to navigate between now and the end of the year. There being only 6 full weeks to release data on two trials, containing 5 maybe 6 cohorts and hopefully deliver information about partners and or funding.

Some new details from the SCOPE trial this weekend would be a great place to start.

From what was said at the AGM, what do we know that we can be confident about ?

A ) GenMab are currently manufacturing a trial size batch of one of our Glycan Targets.

Plus there was confidence that a Ph1 Study will start in early 2026.

This will trigger a small milestone payment of between $2 and $4 million.

B ) SCOPE Trial : There are in depth regulatory discussions already underway with the FDA, MHRA and the EMA.

This is to pave the way for a well designed Registration Trial to start in 2026, the earlier the better.

A main priority for the trial will be Progression Free Survival (PFS). The FDA are focused on the PFS as a means to assess 'value for money' when awarding new drug approvals.

C ) With some high profile mRna Tailored trials being shelved or not reaching their Trial End Points, Scancell's "Off the Shelf" Vaccine should be attracting potential partners.

D ) ModiTope Trial : We know very little about how this trial is progressing in 2025. The delay could be down to Scancell wanting to achieve both, The highest number of Patients that have reached their 13 week scans, and Having the Maximum 'PFS' data possible. Which I would totally agree with.

The ModiTope Update is now time tabled for 'before the end of this year' and the way it was discussed with enthusiastic confidence it does reassure me that the results from RCC plus the double checkpoint, when released' will be very good or better.

Hopefully we will hear some new details from the SCOPE Trial at this weekends SITC Conference.

My understanding is that it’s not ‘Artificial Intelligence’ it’s just a Large Language Model - Trawl. There is nothing Intelligent about ‘it’s’ output.

What is useful is that the ‘LLM-Trawl’ does research huge amounts of material very quickly and in many cases, efficiently.

I think it is the posting of ‘it’s’ summing up that can lead to errors. Use the ‘LLM’s’ to gather info and then rationalise and post our own interpretations.

That way we are back to posting our own thought through opinions.

Balerno2

That is definitely conviction 👍👍

Thanks EE

We were told 6 or 7 years ago by the then CEO Cliff Holloway that the driver of success is Data, Data, Data ……

It looks like we are nearing that event 🤞

Ray

It sounds like 'Holy Grail Plus' ......

SC134 is already considered very highly specific so to make it even more potent will be amazing.

Botski2 top marks as always and thank you.

Was Martin Diggle at the AGM ?

I had a good chat with him a few years back, it was after the meeting and he was certain that Scancell would come good even then.

👍👍

Agree eddy

There has been talk of when AstraZeneca might be in a position to commit.

Two plus two = 6 Maybe 🤔

The name change now completed does mean long term deals can be drawn up and signed off.

No point before hand if they knew the name change was definitely happening.

Just a thought but worth considering in my view.

🤞🤞

It's good to know that you and EE won't be knocking over the tea and biscuits whilst scrapping at the back of the room. 😄😄

Modi1 + double checkpoint in RCC update - when is it expected and roughly how many patients will the data report on ?

Modi1 NeoAdjuvant cohort - we know that the Mono Cohort (15 patients) was complete by Feb 25 is the Checkpoint Cohort (15 patients) completed ?

Modi1 + single checkpoint in Head & Neck - will this cohort report at the same time as RCC ?

GenMab - Any information at all that suggests that our Mabs have not been sidelined by GenMab’s focus on other recent acquisitions?

GlyMab Therapeutics Ltd - Any new information as to why this has been set-up or any info on the Boards expected timeline ?

SCOPE Ph3 - trial design submission- how is that progressing?

SC134 Ph1 trial - when in 2026 will Scancell’s trial application be submitted ?

Clear answers on all of the above would be very enlightening.

Thank you

Having planned my journey and looking forward to the AGM I’m not going to make it.

I am really disappointed but life happens.

I created a list in one of my posts that I was going to use and make sure we had some feedback on all of them.

Those of you that will be there today could you try to have the following items discussed if they are not covered by the presentation 🙏

Still holding a chunk of shares here and check this board every now and then. I think we are now stuck with Year End accounts and an AGM to find out how its going. Exosomes are the new kid on the block with massive potential if the science works. I have my hopes that Reneuron does unlock the drug delivery potential and in the next two or three years our remaining shares at least return some value.

If one or two decent phase 1 trials prove successful for large Pharma Co's we could even start to dream of 10p a share......😄😄

Hi TF

The Modi1 update has been pushed back to Q4 so if not tomorrow my guess is that we will have to wait until end November. If its positive data so far they may want to ensure the maximum number of patients that have reached their 13 week Scan.

Maximise the impact on a good number of patients. I'm hoping for a minimum of 16 and if the enrollment has been steady it would fantastic to see data from 24.