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As an investor obviously I want Scancell to do well, that goes without saying.

This upcoming Proactive Investor ’One to One’ presentation, I cannot reason why our CEO would be engaging in such an event if it turns out that new information or data is not announced prior to the day.

Without the ‘new’ bit what would make it important enough to deflect attention away from the important stuff coming very soon.

Who would it be aimed at and why ? These things are usually to attract new investors or publicise the company and its tech.

Unless there is something ‘new’ to shout about I just can’t fathom the motivation.

If it is old data being present ( which I hope is isn’t ) then alarm bells will be ringing in my head. I’m never usually this doubtful as I trust that all the dots are lining up, but I will be concerned if it’s another luke warm re-hash of what we already know.

What needs to be achieved is the scan data from 34 patients and a 30% + response rate in 27 patients.

At the end of April we were told that 27 patients had enrolled.

So my question to anyone who understands the timelines of the trial is : When could we reasonably expect the scan results from a minimum of 34 patients ?

It would help to clarify just how long we have to wait for the SCiB1 + CPI data and hopefully stop people from keep asking why we’ve not heard anything.

Sorry that should be 2024.

Oops

The company cannot conjure up results from partial incomplete data. It is also unfortunate that both of our trials have conspired to reach important data points around the same time. Third / fourth quarter 2025.

That’s just down to enrolment, selection, planned dosing, medical scans and data analysis. Even then they cannot report on individual cases so enough data has to be verified before it can be compiled and released in an RNS.

By reading the various RNS’s about how the trails are progressing it is sensible not to expect the trial reports until we are beyond the first half of 2024.

However, there is always the possibility that the company could announce news on a deal at any time.

Waiting is frustrating but it will be worth it if the data continues on the positive upward trajectory as previously reported.

Excellent technical summary Burble, thank you.

I asked about BionTech and the Moditope 'T' Cells back at the 2022 AGM. A that time LD was very positive that BionTech were still very much interested and those cells were being harvested at that time. So as you say its quite puzzling why we are going ahead with this research on our own.

Could it be that our price as gone to high !!

ModiFY Trial, We await the following:

1 ) Mono-therapy Update

2 ) Modi1 + CPi 1st Full Data Report

3 ) Modi1 - Harvested Moditope T Cells as requested by BionTech.

4 ) Modi1 + CPi in Renal Cancer Upgraded to a 1st Line Treatment : Awaiting Approval

5 ) Modi1 + Duplet of CPi’s : Awaiting Approval to start a new cohort in Renal Carcinoma.

6 ) Neo-Adjuvant Arm where the resected tumour is analysed for the Ingress and Impact of the ModiTope generated ‘T’Cells.

7 ) Will Modi1 be linked up with a Duplet of CPi’s to target Ovarian Cancer. This would have to be fully funded with a partner as the cost of the Checkpoints would not covered by the NHS.

ModiFY is a very diverse Trial with many possible trajectories.

Morning ratcliffewritter

Keeping to that theme:

lofas is a frustrated particle of energy and maybe he will also emit light when Scancell reach 50p

🤣🤣

Agreed but the twitter video is very short compared to the full BioTech TV channel.

Maybe both links is the answer.

Hi Burble

Yes that’s the one. The first mention was months ago and I would suspect the necessary forms had already been sent in.

These things don’t happen overnight but there should have been enough time for an NHS decision to be close.

During the interview LD says that they hope to trial Modi1 with a duplex of CPI’s.

I cannot remember which cancer indication that is in. What we do know is that it will be an NHS approved double checkpoint and we are looking to start a new cohort in that indication as part of an expanded ModiFY Trial.

This has been hinted at before so we can add that to the anticipated news list.

Another possible news item is in the ModiFY Renal cohort. Currently the patients we can enroll Modi1 is approved as a third line treatment and due good results we have applied to move that up to a first line treatment. I would imagine that would lead to much faster recruitment in that Cohort.

Here is the full video as posted by bazookajr .

https://www.biotechtv.com/post/scancell-may-3-2024

We may see a few more buys as that interview begins to circulate. Scancell are getting good results at the cutting edge of cancer vaccine technology / science. In the USA their value would be based more on the likelihood of success and not on the likelihood of failure.

The more you think about the circumstances surrounding Scancell’s limited trial choices, the more outstanding the SCIB1 plus CPI results are.

As we know in this particular melanoma setting only 50% of patients get any benefit from the double checkpoint. Even those that are helped do not have huge additional life expectancy.

If by adding SCIB1 to the checkpoints it does up the ORR to 70% or better that’s a fantastic result. The SCIB1 mono therapy in Resected melanoma had a big impact on long term survival. We don’t know yet but if SCIB1 holds closer to 80% and the survival expectancy doubles or trebles then what’s that worth to one of the big BioTechs.

Plus iSCIB+ is now being tested in patients that had probably reached the point where there were no more options left. To reach 100% in this setting would be so dramatic for that population of cancer patients.

Hi violindog

I’m not being super confident on the Mabs I’m just pointing out that, we don’t know what is happening behind the wall of NDA silence.

It’s true to say that the one deal that has been completed is with a company that has known Scancell for 20 years. There is a mutual direction that they both understand and that Mab target fits GenMab like a glove.

Maybe these kinds of deals with Biotechs that are new to Scancell ‘s science take a long time to incubate due to time in the labs and then the decision to purchase must be backed up with the clients total confidence that they can take it into the clinic. It’s a narrow pathway to a signed up deal worth many millions.

I hope we are all pleasantly surprised one morning in the near future and another deal is in the bag.

Positive trial data is very important but it’s not the only avenue for Scancell to be a successful company.

There is still time for GenMab to take our Mab into a Phase1 trial. Additionally LD said they were interested in another target / Mab.

We still do not know the outcome of the 6 month evaluation announced some 9/10 months ago or indeed any of the other RNS’ed collaborations.

Therefore it would be wrong to write Scancell off for the next 4 to 6 months as good news is not exclusive to the trial updates.

That is a really excellent interview and clearly shows that Scancell are progressing towards data that will drive those products to market.

We are looking at the last quarter 2024 for the large clinical data reports but there is a lot more going on other than what was discussed. Absolutely no mention or questions on the potential of a GlyMab or AvidiMab deal. Deliberate, I would guess so.

When will investors realise that tackling the very hardest, most mature and highly immuno-suppressed cancers is the greatest challenge for any new technology.

To get any results is amazing and added to that Scancell’s science does it with minimal toxicity.

It’s been a long journey but the necessary positive results are clearly within Lindy Durrant’s sight.

Lofas you don’t know what is going on inside Scancell. There may be some very high level discussions going on that hinge on the quality of the trial data due in 3 to 4 months time,

The market is not the truth it’s just sentiment in a vacuum.

I hoped that at least one new deal would have been confirmed by now but I don’t know what is happening or if anyone is seriously evaluating either AvidiMab or one of our GlyMab’s.

It’s just guess work at best. I would like to believe that the trials are building solid data that cannot be ignored. I would hope that both our Mab platforms are being well received and proving they do what it says on the tin.

So as I said before it’s up to us to decide if we hold on or take a hit and move on.

I’m holding on because everything trial wise is so far, looking very positive.

The selling looks like patience has run out for some folk. It’s Scancell’s year end today so no last minute deals or trail news.

There is no quick route to the trial data, it will arrive as soon as enough patients have reached their scans and the results have been confirmed. What can happen at any time are ‘deals’. GenMab may even get the green light to start a trial with our GlyMab target tomorrow or in three months.

So it’s down to each investor do you stick or twist.

I’m sticking, solely because I believe that the data when it arrives will be worth every bit of the wait.

‘Amisses Fidem’ ….. in their respect for long term private shareholders who have engaged in at least 3 fund raisings. We were very important when the opportunity came for Redmile to stump up £40m and they needed our votes to ensure it wasn’t blocked.

All we want is clear communication not unthought through conference presentation titles.

I think it’s there is a disconnect between Scancell and us private investors. Clearly Redmile and Vulpes will understand where the company is and what attention has been created by the various conferences and presentations.

There is a complete lack of strategy to keep the share price as high as possible in fact the policy seems to be quite the opposite.

‘Modi1 Clinical Update’ stated for yesterday’s presentation, a clear message that more up to date information is about to be shared but they should have used very different language to describe the regurgitation of data presented over 10 / 11 months ago.

The reason why they are so unconnected with us private share holders is beginning to bother me as they are becoming serial ‘let downs’ and the market as a whole now distrusts any future positive comments and is marking the value lower and lower.

Sad but obviously true.

I think the data arriving in 2024 will win that argument out right.

If Redmile are convinced by the results then Low Ball is off the table.

Scancell have so many ‘shots on goal’ to turn this derisory share price around.

The scepticism by the market is partly because the enthusiasm shown at the 2022 AGM that deals could be done on AvidiMab and GlyMab just haven’t landed in the anticipated way. The shared glimpses of future happiness to rally the troops have until now only produce one deal with a very close ally, GenMab.

The SCOPE trial is on track to move to a Registration Trial, iSCIB+ is now in patients and Scancell are out singing its praises.

The progress of the ModiFY trial is currently veiled from our view but what little we know is all positive.

Patience is required just a few months longer, then we can have a proper debate on the direction of travel.