Member Info for chester18

Could it be part of the 6.3 million sold last week. MM’s still offloading ?

I expect that this January’s Interim’s will be full of trial update information especially from the ModiFY Trial.

Three pieces of information we have recently received points to that being the case.

The RNS on Modi1 + Single Checkpoint in Head & Neck cancer. Small numbers but a great improvement in the ORR from 19% to 43%.

In the same RNS the announcement that a Full US Patent had finally come through for Moditope.

The 13th January Trinity Delta report that gleaned new details from the ModiFY trial.

Scancell have no reason to pass on this opportunity to give a full and frank up-to-date account of all things Moditope.

Could be a very positive report to give us all a lift.

Redmile have invested £40M / £45M in Scancell and were content enough to buy their full allocation in the last raise at 10.5p. They are the main reason we are so deep into the SCOPE and ModiFY Trials.

The current share price will not have any major bearing on any decisions they may consider. What they are predominantly concerned about is how big a disruptive force Scancell will become once the trial data confirms the modalities of Immunobody and Moditope.

The results being achieved in both trials set against stage 4 cancers is remarkable. Look beyond this proving stage and consider the results when given to stage 3 or 2 or even early diagnosis as a mono-therapy.

I would really like the sp to grow profoundly in the next year as I would like to enjoy the benefit while I'm still young enough. However this is 'real world' science and as we patently know it takes what ever time it takes to get to a commercial product.

There are already enough positive results on record to give me the same confidence as Redmile.

It was suggested that UFO would host a Webinar at some point in January.

There was a post that mentioned the 22nd.

Is that happening or was it just a mythical beast ?

Ok let's say that you left out the criteria for that part of my post.

We both know what I meant. The Scancell journey has been painfully slow so far but there is an awful lot of trial data building up. Maybe 2025 will be the year that hope turns into reality and 2026 will see the start of the SCOPE Registration Trial.

Final point, I first invested in Scancell because of Moditope and that is still my main reason for continuing to hold.

Morning Ruckrover

Thank you for miss quoting me.

There are a few key moments over the next 3 years that have to be positive for Scancell's SP to be many mulitiples of todays 10p. As I said it depends on positive reports from the Registration Trial.

However we need clear and positive data from the SCOPE trial later this year to even consider that Reg Trial.

We will also need to find some £40m / £60m by either raising more cash or finding a partnership that will cover the cost of the Reg trial. My money is still on BMS as the perfect fit.

So I will restate that we will be many multiples of todays 10p 'given' at Scancell has reported positive progress in the Registration Trial.

I would strongly suggest that in 3 years time the share price will be many multiples of 10p given that Scancell has reported positive progress in the Registration Trial.

Violindog’s target of 50p will be surpassed well before our new CEO can collect his Options.

Thanks C11

Just listened to that BBC Sounds feature.

The consensus of these reports into potential cancer vaccines is dominated with mRNA personalised pathways.

Hopefully by the end of 2025 we will hear much more about the convenience and cost effectiveness of ‘Off the Shelf’ DNA cancers vaccines and a good deal more about the UK’s trial successes achieved by Scancell.

Hi rigga

Considering the current poor sentiment towards the AIM market and add to that the lack of confidence that Scancell will be a commercial success in the very immediate future, it will take extremely positive news to push the SP back over 16p this side of the SCOPE read out on SICB1+ CPI's ( June / July 2025 ).

What is needed is :

Clear interest in one of our GlyMabs by another pharma company other than GenMab.

Highly positive data from the ModiFY trial in either or both Breast Cancer and Overian Cancer.

Outstanding early data from the Modi1 + Double Checkpoint in Renal Cell Carcinoma.

Compelling early results from iSCIB+ ( Non HLA A2 Patients ).

Everything we know or have been told points towards both Immunobody and Moditope becoming commercially very valuable. What is dragging down confidence / sentiment is the time its taking and the times we are living in.

A positive about yesterday’s Double news release is that neither was on my list of potential news updates. Leaves plenty on the bone for the rest of the month.

This is my list of what could still be reported on this month.

a) SCIB1 + CPIs Fully Enrolled and Dosed.

b) SCOPE Update including iSCIB+ Enrolled

c) Modi1 Mono Therapy Full Update

d) Modi1 Neo-Adjuvant

e) Modi1 + 2CPI in RCC Early Safety Data

f) GenMab Decision to Start PH1 Trial with the original GlyMab Target. Triggering a £2m / £3m Milestone.

Plus any news of further interest in either our GlyMab or AvidiMab platforms. Big question : Is there any interest beyond GenMab ?

The outstanding Patent for the US was off my radar but now it’s in place I’m sure Scancell will welcome the chance to update the market on everything Moditope.

What is also fantastic news is the granting of the US Patent for Moditope.

Maybe the fact that this patent is now in place Scancell will be willing to issue a full ModiFY Trial update.

Very funny Violindog 😂😂

What we need is some trial news that is both positive and speaks to Scancell’s commercial potential.

We have recently had good news that fell short of what was generally expected and the pay off as an investor has been pushed back 18 months to 2 years away.

It is time we were brought fully up to speed on the ModiFY Trial at the very least.

And maybe the market will want the shares.

Firstly, happy new year fellow SCLP’ers.

We know there is trial data that Scancell should have received from the clinics by now. So this is my list of what could be reported on this month.

a) SCIB1 + CPIs Fully Enrolled and Dosed.

b) SCOPE Update including iSCIB+ Enrolled

c) Modi1 Mono Therapy Full Update

d) Modi1 Neo-Adjuvant

e) Modi1 + 2CPI in RCC Early Safety Data

f) GenMab Decision to Start PH1 Trial with the original GlyMab Target. Triggering a £2m / £3m Milestone.

Plus any news of further interest in either our GlyMab or AvidiMab platforms. Big question : Is there any interest beyond GenMab ?

Having held out the begging bowl once again and failed in their promise of ModiFY Trial Data landing in 2024 it would be remiss of the company to continue withholding a full ModiFY Trail Update.

Either 10.5p in the offer or 11.0p from the market, long term is not a big deal. However it’s the Scancell coffers that will suffer if the offer is under subscribed.

It will be interesting to see on Monday if the full £1m is taken up by retail investors.

The institutional investors have taken more than originally anticipated.

Hi Breakingeven

I would imagine that raising £8,000,000.00 at this point in Scancell’s lifecycle is not an easy task. To risk that cash the lender wants to minimise a negative return.

Once the trial data is locked in and it’s positive raising at a premium starts to be possible.

This should now see Scancell through to solid data and hopefully it will be very valuable data.

Simples !!

Let’s hope the SCOPE data when it lands, is strong enough to encourage Bristol Meyers Squibb to get on board and partner the Reg Trial. So we need enough cash now to reach that point without the downside of being skint while having those discussions.

Even with cash at hand if the deal they propose is not acceptable then we go it alone and in that case we need the Share Price as high as possible when the data lands to raise £60 to £80 million from institutional investors. That is just the cost of the first part of the Reg Trial.

To be fair the Data will determine how the negotiations proceed but having minimal cash in the bank would not help to push up the price.

@roses

a very rough tot up of potential cash.

£9m in the bank end nov 24 so let’s presume £7m end of this month.

plus £4.5m from todays genmab deal, plus £9m from todays cash raise and a milestone from genmabs first glymab deal of £3m.

so potentially £23.5m taking the whole scancell bus to mid 2026.

*** packet calcs but fits with these rns’s.

It’s going to happen so the only way is to be pragmatic.

The SCOPE Trial is fragmented, SCIB1 not complete until June 2025 and iSCIB+ not until November / December 2025.

At the AGM it was apparent the Registration Trial was stuck between a rock ( Cash Runway ) and a hard place ( Full SCOPE Trial Data ).

This cash raise resolves that problem as they will have time to complete both and prepare correctly for the Registration Trial, hopefully with a fully committed industry partner onboard.

Did not see that coming over the horizon but it tells its own story about timelines.

They are going to wait for iSCIB+ to read out. Which is a very sensible decision ✔️

Sorry if I’m being thick, but do we know which Antibody this deal relates to ?

There were a couple of Antibodies missing off the list on the last presentation.

Right now on the Scancell website we only have four listed :

SC129

SC134

SC2811

SC27

*SC88 has been removed.