RE: Analyst call30 Jan 2025 18:33
I have just listened to to the presentation and come away feeling very positive about my investment. This is a different level of presentation, very factual, very determined and very confident that the results so far point clearly towards a commercial outcome.
Definitely feel we are 6 - 8 months from seeing Scancell becoming a disruptive force in the Oncology / Vaccine market. Obviously its the data that will ultimately drive that possibility but some of the details presented are very interesting.
iSCIB+ cohort 4 Intradermal, is absolutely necessary because :
a ) the market is saying that it is potentially better that Intramusculer. So we need to have that data to compare.
b ) Scancell originally used the Ichor electroploration device which targeted the muscle cells so it was correct to continue with that delivery target when the move was made to the needle free Pharma Jet. If they had switch at that point to an Intradermal delivery there would have been no consistency in the ongoing data set for the SCOPE trial.
Also, time and energy is already being spent for the future development and manufacture of the iSCIB+ Vaccine. So the information already seen from cohort 3 must be as good or if not better than cohort 1.
In other words, they already know the direction they are taking for the Reg Trial and lets not forget the extra 15 years patent protection that brings with it.