Member Info for chester18

Hi EE

Those comments are really good to hear as they show that Modi1 plus a Single CPI have produced extremely positive results in that persons case. The ‘Trend’ in the ongoing trials data is the bit that’s very intriguing.

I noticed after posting ….. it should have been ‘Clinical Advisory Board’ ( CAB )…

Hi C11

That is the first time I’ve seen Scancell officially mention durability as a possible advantage of being treated with SCIB1 or iSCIB+.

Just for reference:

Original SCIB1 Study Started 19th Aug 2019.

Then we waited and waited for the FDA to approve Ichor’s TriGrid as a delivery method. Finally the IND was approved 3rd Feb 2020. Then the Pandemic happened …… Scancell abandoned the US arm of the Study and proceeded with a SCIB1 plus single CPI SCOPE Trial solely based in the UK with a UK based Clinical Lead.

So, 1st Patient Dosed - SCOPE Phase 2 Trial plus Single Checkpoint ’Keytruda’. 19th Nov 2021. We can consider this as the start date of the current trials Durability.

15th June 2022 Expansion to Double CPI

19th Sept 2023 early 82% Response Rate

28th Nov 2023 11/13 85% ORR

26th Mar 2024 iSCIB+ 1st Patient Dosed

24th July 2024 SCOPE ‘Clinical Advice Board’ ( CAB ) first meeting to advised of the structure and scope of the Registration Trial to start in 2025 as soon as the data can be gathered.

At that date 24/07/24 :

SCIB1 recruitment: 32 / 43

iSCIB+ recruitment: 22 / 43

The maximum Durability data we have is now 2 years 8 months……. and counting 👍

Two things we know.

Covid mRNA vaccines don't stay effective for very long.

This a trait of mRNA, there will be a continuous need for another Jab to ensure continued survival.

SCIB1 engages memory T Cells. From the trial in 2010 the survival rate was High and the Longevity is still engaged as far as we know some of those patients are still alive.

If Scancells iSCIB+ hits the mark and the survival due to the memory effec is as effective as previous, these mRNA products become redundant, BionTech, Moderna and Merck know this.

WeTookPelham

I’m as excited as the next guy that Scancell if finally moving towards a measurable success. I will be vindicated for bestowing their virtues for the last 12 years to anyone within ear shot. I have also learnt during my time as a Scancell investor to keep my feet firmly on the ground.

As we have been told numerous times ‘it’s the data that will do the talking’.

That data is getting ever so close and I think a great result from that is a partnership that brings in enough cash in the deal to service Scancell ambitions for the next 2 years minimum.

I’m not convinced that on the basis of just the Scope trial that a large enough sum would be offered that would cover the massive future potential of ModiTope, GlyMabs and AvidiMab.

It’s just my opinion of the situation.

Totally agree to that but Scancell are not working on hundreds of patients at this moment in time so, I would expect, any company parting with a large wodge of cash to be extremely cautious.

May I temper that with the fact that we are not privy to what may or may not be disclosed. I think the registration trial is the key to a large deal.

An early partnership, absolutely. 👍

Hi C11

I know you’ve been here a good while and I also did presumed your post meant a bid for £1.00 +.

I was musing that a bid of interest to me or you won’t happen until Scancell have sight of a commercial product. The large Pharma companies that would be interested in cancer vaccines do have plenty of cash but they still need security before they jump in.

The SP should reach 30p by Christmas and with the news due in early 2025 we have every chance of 50/60p at the point where Scancell announces how the Registration Trial is to be funded. 👍

Hi Ray

I presumed it to be a large US company as the initial 6 month was . Plus it’s the way a big American company would work. Lock out the opposition by offering a price that could not be refused. $1M for a 7 month exclusive delve into our what we have does seem to fit their MO.

Hi C11

A bid now would be great as long as it covers the bare minimum for all the tech and the patents. So £500m to £600m, but is anyone going to pay any more than that without absolute certainty that Scancell’s science is correct.

Are Redmile going to dip out for 50/60p ?

I doubt it.

A large bid for Scancell is definitely a possibility in the future but let’s keep it to a realistic timeframe.

A complete and successful Phase 3 Registration Trial should trigger a bid from BMS to own iSCIB+ and possibly the whole Immunobody platform.

That is in 2 years from now, late 2026 / early 2027.

What we want is a partnership deal for the SCOPE trial that boosts the coffers and pushes the share price towards the 60p to 80p range.

The fact that GenMab may take our Antibody target into a Ph1 Trial next year has the potential to increase the SP. Plus they have discussed taking on another.

The 7 month Exclusivity Deal with an unspecified USA Large Pharma also has the possibility of a new major deal being signed Q1 2025.

Oh, and then there is Modi1 Mono, Modi1 plus Single CPI, Modi1 Neo-Adjuvant and Modi1 plus Double CPI all to report, hopefully in 2024.

We don’t need a buyout to reach £1.00 a share just a run of bigger and better news.

It’s all laid out in front of us.

That would be very nice 👍

With everything and everyone that now makes up Scancell it doesn’t look like a company gearing up for a sale. I think that both Redmile and Vulpes know what Scancell could be worth in three to five years time.

Would BMS part with £2B or £3B to wholly buy a not yet confirmed multi-technology company, probably not.

My thoughts are that success in the SCOPE Registration Trial would lead to the Immunobody Platform being sold ( most likely to BMS ) and Scancell continue into the future as a very disruptive Cancer Vaccine and Glycan Antibody company.

Xviolet the simple answer is no.

However there have been a few occasions where ‘non-dilutive’ has been used in regards to the Registration Trial funding.

The owner of the two Checkpoint Inhibitors used in Scancell’s SCOPE trial is Bristol Myers Squib ( BMS ). They have a big stake in our SCOPE trial and with a successfully completed Registration Trial followed by full Clinical Approval it would be in their interest to partner Scancell and provide funds. They would want a big slice of the pie but if the deal goes ahead it would be on the basis that Scancell would then have sufficient cash to push Modi1 towards Ph3 and start clinical trials with Modi2 and SC134.

If all the 500k trades over the last two weeks have actually been buys then just off memory we’ve seen a minimum of 6 so that would be 3 million shares maybe more.

If it is an investor trying to build a decent holding would 3 million be enough ? ?

That’s why I mentioned 1% which is a 9.3m. We don’t know, but if the patterned continues this week we can be confident that someone is very taken by Scancell’s prospects.

This SP is now being surpressed at just under 15p. If the MM’s follow the same pattern as the last few weeks there will be another 500k tomorrow at or near 15p.

These 500k buys are what is fueling the steady rise. The MM’s have been very active in their pricing to keep the price as stable as possible while they filled each of these buys over the last two weeks.

If the positive sentiment continues there will be more 500k trades @ 14.80p and / or 15.0p.

To build a 1% stake in Scancell you need to accumulate 9.3 million shares. Not very easily done.

Me thinks the MM’s are losing money.

If it is a large order that was agreed a week or two ago 14p for several millions of shares was probably a good looking deal for the market maker concerned. Now today, they are at lease getting an extra 0.25p.

I hope the deal was for many more millions as it will mop up any sells and the stock will just get tighter.

Happy days.

The 250k at just under 14p is without doubt a sell. The Market Makers do dabble in the Dark Arts. Via, smoke and mirrors we are definitely not supposed to know what the true direction of travel is.

I did expect another 500k at 14p but maybe that will arrive tomorrow after more of their miss-direction trades.

It’s just great watching the SP gain momentum and the return of optimism and positive sentiment.

It genuinely looked like the Market Makers were trying to hold the SP back this morning to as close to 14p as possible.

It would be very telling if they have to print another big trade after hours.

Good point emptyend

The pass percentage of 70% of 43 patients is 30.1.

The current 32 enrolled would need 22 reponders so they must be extremely confident in that happening. I’m hoping that the ORR is still well over 80% in all scans seen so far.

Each new patient once signed up needs vetting, meaning blood works. After the 1st dose they wait 13 weeks for a scan and then a week to collate.

Today Scancell are telling us that SCIB1 will report in Q4. There are only 21 weeks left in 2024 so for the full data set to report when only 32 have enrolled to date.

The only conclusion is that the total 13 week scans so far show that the magic 27 responders is going to be reached by patient 34’s scan or somewhere very close.

Otherwise it would not report until Q1 25.

Again all the information is there they just cannot confirm until the 27 is factual.