Member Info for chester18

Hi Defender90

The market simply wants to see value.

A milestone payment from GenMab or another Deal with GenMab, with an another upfront payment.

A new Pharma co or two doing deals for one or more of our GlyMabs or an AvidiMab deal.

Trial Wise :

The number of positive responses on the Scope Trial going past 30 patients and reaching 90% ORR.

Outstanding results from the early patients on Modi1 + Checkpoints, showing tumour reduction.

All of the above would not only raise the SP but start to persuade Institutional Investors to take longterm position.

I think a tipping point could be created by a combination of 'Positive Trial Data' and 'Deals' involving cash that will start the journey towards Violindog's 50p target.

Chester.

I agree C11

'Those that follow the science' is probably a better way of putting it.

I really do hope we see some data for the first few patients on Modi1 + Checkpoints. It is a piece of the puzzle I'm waiting for with the hope it's on par with the Scope achievements.

Chester.

The important issue is that the current SP is stuck very close to the fund raise. This can only break upwards on positive news. Either trial related or deals.

The worth of the SCOPE, iSCIB+ approval is yet to be seen but as LTH's we can see how it could impact on the future value of the company.

In the next week or so, we could have new information on both Trials as some patients will have reached and passed their 1st Scans for SCIB1+ CPI and MODI1 + CPI since the last updates.

The 6 month assessment by a 'Large Pharma Co' on our GlyMabs should be complete and a decision or discussions being held.

A remote possibility that GenMab have decided to register for a Phase1 trial, triggering a small Milestone. They were even interested in another target / Mab, so news on that could be imminent.

All of the above are the kind of positive announcements that will get the SP moving back towards 20p. Which I feel we should already be at.

Chester.

Maybe something else in the pipeline ?

There should be an RNS about the date of the Interim Report any day now. Maybe tomorrow?

7.00 am alarm already set. 😁

Chester

Scancell's share price is currently floating around 11p even though we have two incredible trials running, 61 highly capable staff and roughly £15m in cash.

Back when we had 230m shares in issue and only the promise of what Immunobody or Moditope could achieve the share price was circa 5p.

I remember thinking what a steal 5p was set against the potential waiting to be unlocked.

I'm back to thinking the same now about 11p.

Based only on the data released so far from the SCOPE trial and the confidence shown by LD in the potential of iSCIB+. Added to that, If Modi1 + CPI'S has anything like the same impact on positive treatment outcomes 11p becomes a serious joke.

When we reach the end of this year I honestly think we will look back at this current 11p as a gift for those that took advantage.

To all Scancell shareholders I say, 'stay patience and keep the faith' 2024 is already loaded up with the potential of many inflection points.

Chester.

Hi C7

Great to hear from you.

This excellent and timely RNS does set up the Iterim Report very nicely.

I'm not interested in how the market reacts at this time as the importance of each of these excellent pieces of news is that they continue to add value going forward.

Chester.

Hi TF

The fact is that three new investors have taken a position in the last cash raise. We can only presume that they did some Due Diligence and they were not just having a punt.

We have been told that Large Pharma wants to see solid data, the kind that reduces the risk of a bad investment.

Our new found investors will have the appetite for a little more risk / reward. So I'm delighted to see them on board.

The next set of 'Positive' data results will see Scancell taken very seriously.

Chester.

Hi Violindog

I think that the fact that three new industry investors have just climbed aboard tells us that Scancell are becoming a prime target.

The next set of results will place Immunobody and Moditope at the top of many Large Pharma lists of possible acquisitions.

Chester.

There is a good probability that we will hear how the trial for Modi1 + CPi ( Anti PD1 only ) in Renal & Head and Neck cancers is proceeding.

31st July that Cohort was approved and the aim was to enrol 21 patients in each setting.

By the Interim Report there will have been a time period of some 25 weeks to Enrol, have 1st dose and reach 1st scan for a number of patients. Based on previous updates we should be given an overview for part of those cohorts.

In the Neoadjuvant Cohort the 1st patient was not dosed until 30th November ( confirmed at the AGM ).

The procedure was to take a biopsy then 2 x doses of Modi1 3 weeks apart and then resection of the tumour 6 weeks later. The very 1st patient will not reach the resection stage until the end of this month at the earliest.

So on Modi1 + CPI, I would expect details on the numbers of enrolled patients and some information about the resulting 1st scans of those reaching that point. Similar to last years update RNS.

Chester.

Having been invested in Scancell for a decade, I am also frustrated by the current shareprice as it feels like it should be much higher. Part of that is solely due to the fact that we have been above 20p several times and seemed to be one piece of good news from heading higher. I don't think being on the AIM market helps either.

What we do know is that Scancell's platforms have the potential to be worth many multiples of 11p.

Chester.

What can we expect from the Half Yearly Update, due at the end of this month ?

Last year we were told how the trials were progressing and the numbers of enrolled patients. Should we expect a detailed update on both SCOPE and ModiFY ?

Chester.

Scancell's share price is currently floating around 11p even though we have two incredible trials running, 61 highly capable staff and roughly £15m in cash.

Back when we had 230m shares in issue and only the promise of what Immunobody or Moditope could achieve the share price was circa 5p.

I remember thinking what a steal 5p was set against the potential waiting to be unlocked.

I'm back to thinking the same now about 11p.

Based only on the data released so far from the SCOPE trial and the confidence shown by LD in the potential of iSCIB+. Added to that, If Modi1 + CPI'S has anything like the same impact on positive treatment outcomes 11p becomes a serious joke.

When we reach the end of this year I honestly think we will look back at this current 11p as a gift for those that took advantage.

To all Scancell shareholders I say, 'stay patience and keep the faith' 2024 is already loaded up with the potential of many inflection points.

Chester.

Happy New Year All.

Did someone recently post that the JP Mogan event is by invitation only ?

If that's the case, Sath going is really good news for Scancell. Shows there is real interest in the clinical trial results so far.

Chester.

The Circular is on Scancells website.

Under INVESTOR, find 2023 Capital Raise.

Click on 'I am located elsewhere'. Find and Click on 'Agree' which is at the bottom of the page.

Now choose, Scancell Circular November 2023.

That is the whole document which you will need to sift through. The important note is that the offer must be applied for by tomorrow 5th December.

Hope that helps.

Chester.

Large buy gone through on AQUIS.

SCLP.GB.PL

Chester.

Our Chairman knows what he is doing. He identified very early on that the Science at Scancell had multiple potential directions.

You can guess that it was his view that the cash in the bank could only last if the science was reigned in.

Subsequently the decision was made to concentrate on the two Trials. Such things as Modi2 and pursuing an in-house trial on one of our GlyMabs would have to wait for the company to reach cash independence.

This capital raise is doubling down on being totally secure to reach pivitol data points in, I presume, both trials.

There is a possibility that the early trial data ( 2024 ) will be outstanding and a predatory Pharma might make thier move.

Alternatively, we don't know what 2024 will bring, climate, economics, wars and the US election. So ensuring Scancell is well and truly funded is the most pragmatic thing he could do.

So to reach £1 / share, instead of asking for £1B when the data lands early 2025 they now need ask for £1.2B.

Simples.......

Chester.

There were quite a few hints right at the beginning of Botski's recording.

REDMILE, happy with their 29.4% of the company and do not want to take control.

ie: not putting any more funds into Scancell.

GENMAB: Early Milestones not a large amount and all the large cash arrives when they reach phase 3 trials. In around 5 years.

BIG PHARMA: Want a de-risked platform then happy to pay more.

ADDED TOGETHER :

Get the SCOPE trial to the edge of registration and we'll buy the blooming lot.

So this raise is absolutely positive if you believe Immunobody and Moditope work ( the trials say they do ) get your cash out and join in the raise. An over subscribed cash raise tells the wider market to get on board.

Chester.

Hi C11

From what we have been told, the clinical scans that are necessary to build up the data happen at 13 weeks. Noting that the enrolment of the extra 27 patients to the SCOPE trial could have started as early as late September, I'm hopeful that Scancell will hit the required number of responders by February/March.

The Modi1 plus CPi cohort should also reached an important data point around the same time.

As you say, the disclosing RNS'es could land early part of April ( Q2 ). Let's hope that great data arrives on both Trials by then.

Chester.

Thanks Botski really appreciated the chance to listen to whole AGM. Sadly I had to abandon my journey to London at the last minute.

One thing I picked up on, was our Chairman more or less saying that the difficulty with Scancell is the 'Abundance of Richies'.

Since arriving he has brought clarity in the relationship of the platforms / cash needed to achieve important revenue goals. Not trying to cover all bases at once.

Both SCOPE and ModiFY are well poised to produce very valuable data early in 2024.

Chester.

WTP just to add spice to my last post,

"The Successful Transition into the Second Stage" was stated in the RNS dated 19th September.

Two months ago, so we can presume the first of those patients are already recruited and 1st dosed.

We could be well into that number of 27 patients, very exciting times. ( Modi1 + CPI's Next ).

Chester.