Member Info for chester18

For info only, potential news horizon :

The GenMab License agreement reached 5 months yesterday, decision if they want to go into Phase 1 Trials must be close.

ModiFY Trial 7 months old this coming Friday.
New Chairman been in the job 2 months next Saturday.
SCOPE Trial was Expanded 10 months ago on the 15th April, Soon to progress to iSCIB+.
ModiFY Trial 16 week update report anytime from Mid April.
AACR Presentation by LD on the 18th April.

Potential News items :
Possible 2nd GlyMab Deal (USA Biotech)
Possible 1st AvidiMab Deal
Possible interest in Covidity (hopefully)
BionTech Deal for the supply the required ModiFY 'T' Cells
Modi 2 Being prepared to enter trials in 2024
TCB Antibodies being prepared for Trial in 2024
and lastly,

There is the potential that a new Senior Director could be appointed either to assist LD as a CSO or an Industry Expert in Sales and Marketing.
If that appointment does happen dependant on what that Senior position is we will have some insight into what the future direction of Scancell will be.

Just food for though.

Chester.

Thank you Ray

Undersanding all of Scancells various platforms is so much detail to hold on to.

Chester.

mRNA personalised cancer vaccines have a long road ahead. How are they harvesting the dna of the cancer cells. Is it via residue dna fragments in the blood, a biopsie or Circulating Cancer Cell capture.

The micro environment inside a tumour is always evolving and clusters with new mutations can brake free and seed new cancer sites that cannot be targeted by the original mRNA Vaccine.
So that trial of 350 patients will be a huge undertaking and our more straightforward DNA Vaccine trial will be concluded well before this mRNA trial is half way.

If it eventually works then fantastic but the cost per patient will be very high.

Chester.

The thing that makes Scancell more than just a 'maybe' is the foundations based on the results from the SCIB1 Ph1/2 trial.

Those results proved that Lindy and Co had the correct scientific knowledge and Immunbody was a perfectly good understanding of how to guide our immune system against cancer cells .

The ModiFY trial is now doing the same for their understanding of Moditopes power to engage CD4 Cytotoxic T Cells against solid tumours.

AvidiMab has been proven to work in the Covidity Trial and GenMab have put a potential value on one GlyMab target ( £600m if it reaches all three approvals ) .

16p a share is amazingly good value considering all what the above could and I stress could be worth.

Chester.

This one person's experience on Scancell's Trial must be considered as an outlier not only because the result is so surprising but that this is the only person who has openly shared their results so far.

When we first heard this information I got very excited and expected the same results from the other two patients in that Cohort. Then came the realisation that the other two had different cancer types and clearly not that one patients immune system.

It is without doubt an amazing outcome but must be treated, for now, as an outlier until the trial data shows otherwise.

Chester.

Hi Kashdog

Many research programmes and many bio-techs are looking at cancer solutions.
Scancell are taking on four very difficult to treat solid tumour types. That thins the field dramatically.

Even if we are only partly successful that will still be an amazing breakthrough with these particular nasty cancers.

Chin up, I do think we are backing the right company.

Chester.

MicroSoft didn't own DOS when they struck a deal with IBM..... that turned out OK........

Chester.

BionTech do not seem to have any Trial ready mRNA platforms for Cancer Vaccines but they know that in 18 months they probably will have something.

On the other hand Scancells ModiTope should be fully understood and fingers crossed be heading into a Ph3 trial in 12 to 18 months.

Therefore, BionTech may have a backup plan if they can afford it ..........

Chester.

Hi Violindog

I think the simple answer is that our immuno-technology is not proven. SCIB1 didn't ever have the chance to reach a Phase3 examination and ModiTope until very recently was Lab results only.

We've been here and watch these technologies develop so to us they are already breakthrough Cancer Vaccine wonder drugs but to the Government or Joe Public they mean nothing.

As we've been discussing, for some unknown rationale Scancell are keeping the excitement bottled up. The last thing I think is important is that we do not know what conversations are being had. I asked the question at the AGM about BionTech and the ModiTope 'T' Cells they are waiting for and was surprised by the answer that BionTech are interested in the whole platform.
That's something we would never had been told otherwise.

Now that we know that ModiTope is working in humans its only going to be months before we find out just how successful it is at producing enough Killer CD4 T Cells to rid patients of thier tumours.
We are literally on the cusp of that knowledge.

Chester.

We always seem to be trying to follow the bread crumbs ( no pun intended ). So much potential for a continuous profile in the news or with media slots but it is currently consciously being shunned by Scancell.

It cannot be that LD just doesn't want to do it or dislikes the attention, it is more likely that each opportunity is actively being discussed by the powers that be and a decision is taken. If there is no fixed understanding covering the question of 'where do we get the next cash injection from' you would expect Proactive Investor type interviews at every opportunity.

Looks like a Strategy, it smells like a Strategy I guess it's a Strategy.......... : )

Chester.

Recently there have been opportunities to release news items away from the actual trial details, but those opportunities have been passed up, which makes me wonder why.

It is obvious that there is no great rush to do a Proactive Investors live interview. No presentations to promote the company and gain new investors which also points to there being no urgency to do so.

Our CEO and Board of Directors must know that any financial requirements prior to 2024 are already taken care of.

What that source of finance is I have no idea but I would think Redmile do.

Chester.

I've created a very rough Flow Chart to try and understand the date by which all 14 patients had had their 8 week scans.
That info then feeds into the RNS release on the 21st February. My guesstimated dates give a probability that the 14th patient had their scan no later than the last week January giving a minimum of 3 weeks to write up the findings and release the 'Encouraging early efficacy data from ModiFY trial' RNS.

Therefore, those same 14 patients should ( by my assumptions ) have all had their 16 week scans by the end of March 2023. With a much speedier process to update the data file those results could be 'in hand' before the 18th April.

All guess work but it would fit nicely towards the announcement of new data close to the conference.

Chester.

We can be confident that Moditope works in humans because one trial patient has already seen a significant regression of their tumour. What we are waiting to hear is the 'Potency' over a larger number of patients and tumour types.
That Potency could range from 20% to 70% but what I do know is that the higher that percentage the greater the attention from the likes of :
Merck, Novo Nordisk A/S, Moderna Inc, BioNTech SE, Regeneron Pharmaceuticals Inc, Vertex Pharmaceuticals Inc, Jazz Pharmaceuticals PLC and Incyte Corp just to name a few of the worlds larger Bio / Pharma companies.

Chester.

Morning GIVMESUNSHINE

I would say that it's not really about one individual word but the perceived value of Scancell.

Having been a shareholder for nearly 10 years I've seen the SP rise and fall many times and it does not get any easier falling from 28p down to 17p. The Ichor selling has pushed the SP down but the RNS 'could have been more upbeat'.

Even this very early data is remarkable and all we want as long term shareholders is the value to reflect the huge progress made by the company both in actual size ( 50 employees ) and the successful transition of the science from 'laboratory possible' to 'early proof that it is working in humans'.

Not after £1.00 a share on a spike that falls back as fast as it rises but a sustained building on the progress and 17p is not where many other companies would be with this technology. I would have thought 25p to 28p to be a fair price if the wider market really got the full picture.

I suppose it's because the current 17p reflects backwards momentum in terms of value when we clearly see forward progress in the actual science / medical value.

Chester.

Morning,

Totally agree that it is just semantics.

My point was why change the message at all by adding 'Very' in the tweet.

Also if you were waiting for a result from your doctors and they said its all looking Encouraging you would have a different feeling of well being if they said its all looking Very Encouraging.

Words have power of emotion and in shares that can translate into sentiment, good or bad.

Anyway, overall in a general way I'm encouraged that Scancel may be doing well.

See what I mean...

Chester.

I think this has been mentioned but looking at Scancell's Twitter page on the 21st Feb the RNS said 'Encouraging' and a tweet the very same day says 'Very Encouraging'....

The RNS was obviously and deliberately kept to 'Cautiously Feeling Good' but the actual message from the company in the form of a tweet is 'Things are Going Very Well' .....

It's a pity the wider market were not told that these trial results are 'Very Encouraging '.....

Chester.

I think we all recognise the fact that a tumour can comprise of 100's of millions of cells. The cascade effect will also be governed by the dose size, the number of doses, the individual patients immune response to ModiTope and the Tumours Micro Environment.

The across patient results at 8 weeks was actually outstanding, it's just our / the markets expectations were obviously set to high for this stage of our journey.

The next gathering of data could be 14 patients at 16 weeks or 24 patients at 12 weeks. As long as the data continues to be positive our patience will be rewarded eventually.

Chester.

Wigwammer

I do think that everyone gets your point that Trinity Delta could have been more forthright in their value of DTH, 23 out of 23.

The subject is a mute point in the overall delivery of the ModiFY trial. We could be a few pennies better off but that's not what we're waiting for is it. When we are told how much ModiTope is benefitting the patients DTH will be far from our minds.

I'm very happy with where we are and if you are lucky to pick up some shares at under 18p , well that's just a Brucie bonus if you believe that we are heading higher soon enough.

Chester.

Hi RW

Similar but different answers but both of us realise that the DTH response is more than significant.

Chester.

Hi roses

Excellent posts,

Fits with the 3 / 4 stages that ModiTope goes through to activate those CD4 Cytotoxic T Cells. If there is no DTH to see then there are no CD4 cells being activated.

DTH is what you want and expect to see if the delivery system is working and ModiTope is generating the correct response.

To see DTH in 23 out of 23 means that the engine has started in all cases.

Chester.