Member Info for chester18

Hi RuckRover

It would be awful if Scancell failed with so many opportunities to succeed.

For me its like backing a horse in a race where the only objective is to reach the winning line and the winning line only appears when the positive data lands.
Every day we inch closer to that winning line appearing.

What is so exciting about our journey with Scancell is that success in these first three trials leads to more and more avenues and further trials.

SCIB1+ expansion into further cancers
SCIB2+
Modi1 in up to 15 cancers
Modi2
Modi1 plus Modi2 combination trials
Modi3 ?
GlyMabs in multiple cancers

Successful delivery of Covidity leads to further vaccines in infectious diseases.

Absolutely huge potential for future targets. Unless we are bought out along the way.

So for the sake of everyone associated with Scancell, the patients, the staff and us private investors, I hope that we have placed our bet on a winner.

Chester.

Hi Burble, I don't mind your input one bit, it always helps if unintended errors are put right or explained more clearly. I also noticed that I put BionTech down for CAR-T when their interest in 'ModiTope's T-Cells' is for their TCR programme.

Must admit I'm bursting to find out how well Modi1 is getting on inside our first patient. I will be so happy if that person is given some more years to enjoy their life. It will also mean that the trial will progress in all four chosen cancers.

Fingers and Toes crossed, I'll even cross my eyes if it helps....

Chester.

Taking a cold hard look at where we stand with all of Scancells 'shots on goal'.
Crackin and KashDog have both reminded us as investors we are at the mercy of the results no matter how much we want to believe that the SCLP journey will mean a multiplication of our hard earned cash.

Lets start with the Con's :

1 ) Covidity does not infiltrate the Nucleocapsid.
2 ) Covidity is no better than the current mRNA Boosters.

3 ) ModiTope doesn't work with the Human immune system.
4 ) ModiTope works but the success % is low.

5 ) SCIB1 + Ci doe's not improve the % outcomes.
6 ) SCIB1 + Ci has no meaningful commercial value.

7 ) AvidiMab is not validated by the Covidity trial.
8 ) GlyMabs fails to gain a commercial deal.

It will be almost impossible to achieve full failure on all of those fronts because we know SCIB1 ( Immunobody ) works, so Covidity has a very high probability of working beyond the level of the current mRNA vaccines.

Now for the Pro's :

1 ) Covidity infiltrates and kills Covid cells via both Spike and Nucleocapsid.
2 ) Covidity works to a much higher level than the current mRNA Boosters.

3 ) ModiFY passes Toxicology and Safety.
4 ) ModiFY's higher doses melt tumours as seen in the mouse models.
5 ) ModiFY moves into four cancers and progresses in 2023 towards 15 targets.

6 ) SCIB1 + Ci reaches a much higher success % without any additional toxicity.
7 ) SCIB1 proves to be powerful as a standalone.

8 ) AvidiMab is validated by the success of Covidity.
9 ) AvidiMab gains multiple commercial deals.

10 ) BionTech reach agreement on the ModiFy produce CAR-T cells.
11 ) GlyMab reaches two or three commercial deals.

12 ) The success of both trials in Covidity and SCIB prove that Immunobody is a highly valuable Platform and is sold for £B.

Not all of those Pro's will come true but as shots on goal go that's more of an arsenal than a few kicks.

I accept the likelihood of some negative outcomes but for me it will only be that the science hasn't worked on some level

For anyone in a position to invest while the world is enduring these difficult times Scancells share price definitely offers value. With the potential for so much news to land we need just one moderately positive RNS and the SP will head back over 18p.

If we hear that Covidity is to be partnered through phase 2 and 3, or ModiTope is working to a high level, or SCIB1 + Ci is showing a much increased % of success in Melanoma, or we have signed a deal on either AvidiMab or GlyMab the SP will again go beyond 27p. Probably much higher.

At 13p there is much greater value to the potential upside to be gained with so many shots on goal. Its not guaranteed as nothing is but we do have a fantastic chance of Scancell being a success because of their track record.

Chester.

Hi Kashdog

There is always the possibility that clinical trials do not produce the expected results, that is a danger of investing in early biotech's.

As I've said a few times with Scancell we know that the science worked in the earlier SCIB1 trial. It would be fair to say that the current SCIB trial must also be showing good progress or why bother to upgrade to a needle free delivery system. Seems a bit daft if the drug wasn't working.

On ModiTope we await to hear if it works in humans to the same degree as it did in the lab models. We can anticipate good results because of the prior success of Immunobody but it has to be proven to work and that is where the potential hazard lies that you are pointing out.

On balance I'm reassured by the diligence of Scancells approach and the quality of the oncology doctors signed up to the trial. If we do get all 20 sites up and running with no major toxicology issues it would mean ModiTope is proving to be the real deal.

Chester.

Thanks Burble

I hadn't noted that a third centre had been added to the recruiting list.

As Violindog said we are now in the middle of the fourth week so the initial low dose safety period will be ending and moving to the next stage of the process.

If everything goes to plan we can expect more trial centres opening up throughout August.

Chester.

Hi C11

When we were first aware of the trial being open I'm sure there was only two centres involved.
Imperial + ?

on the Clinical Trials Register it now shows the three I've noted.

Chester.

Totally agree, they will not add extra centres until the FPD has passed the initial safety protocols.
So if Nottingham is an additional centre it can only be good news.

Chester.

Hi Violindog

We are recruiting at three centres.

Edinburgh
Imperial
Nottingham

I'm sure there were only the two at the very start.

Is this progression or was it always three centres ??

Chester.

Flakey5185

Scancell are always considerate in their RNS's, its always that the science is moving forward but the big breakthrough is not today. The scientific message is always couched in clear steadfastness with no razzmatazz. For those of us that understand the huge potential its a waiting game.

In the wider market, most do not know anything about the Scancell story but in saying that I'm very confident that there are plenty who will jump in on any major new release.

My take is that we know SCIB1 worked, so we can be assured that the Scancell scientists understand the nuances of how to adapt our immune system against cancer cells with the absolute minimum of 'off target' toxicity. The fact that Immunobody worked means our investment here is not about rainbow chasing Scancell does own some outstanding IP.

13p per share with 3 trials ongoing, the potential of a 4th platform and other opportunities to bring in revenues, it is a joke.

Chester.

Chester.

Hi Iofas

The original plan was to do a Covidity Booster trial in the UK once the phase 1 part had been completed in South Africa but in March the Cape Town trial was given approval to change to a Booster trial.

I'm not exactly sure what our submission in the UK to the MHRA will look like but if the trial data is solid it would probably mean a fast track to starting the UK arm of the Covidity Trial as a Booster.

If the gathered data shows that Covidity prevents infection via dual action against both Spike and Nucleocapsid we will have the beginnings of the much sort after Universal Vaccine.

The current mRNA vaccines can only target one Spike Protein with BionTech and Pfizer now looking to produce multi-target vaccines which are always reactionary responses to breakout mutations. As we have seen Pfizer have announced a new Vaccine aim at the original Omicron strain but we are already having to deal with two or three mutations later, Omicron B.4 and B.5.

If the Scancell Immunobody targeting does produce an effective attack against the Nucleocapsid we could leapfrog ahead of those companies solely pursuing mRNA vaccines.

All to play for as Covid begins to rear its ugly head again.

Chester.

Welcome all to the second half of 2022.

What will Scancell be worth in H1-2023 if all of our potential is achieved in the current three trials ?

During the next 6 months we will discover just how effective Covidity is at bonding the Spike and Nucleocapsid proteins and therefore killing the Covid Virus. Is it potentially a true Universal approach.

Will we be trialling Covidity Phase 2 in the UK as a Booster in early 2023?

How effective is the SCIB1 / Checkpoint Inhibitor Trial?

Does ModiTope do what it says on the mouse labels... Melt Human Tumours ?

Can we do a financial deal for AvidiMab or GlyMab or entice a Big Pharma Co to partner the Covidity progression.

All these and more could be answered in just 26 weeks ........ !!

Chester.

As RayPointer said the Covidity Trial started early October and we were told in an RNS that there would be an update on the progress in February 2022, four months later. On that basis alone we are justified in expecting some information at any time as the first group of naive subjects ( 22 ) will have all completed 4 months of the trial. In fact the first 16 will have completed their full 6 months trial period.

We don't know if there will be a Covidity update as originally stated but as the first half of 2022 comes to a close it would be excellent to receive some information now rather that having to wait until 'later in 2022'.

Chester.

Hi RayPointer

Fair comment, I was just pointing out that LD did say that on achieving a positive outcome with Covidity, Scancell would consider selling the whole Immunobody Platform. We also need to factor in the involvement of the two Nottingham Universities and the Van Geest Institute. A proportion of the sale of that platform would give those institutions a financial boost.

Chester.

Why is it so difficult to believe that Scancell, Redmile and Vulpes know that revenue will arrive from Covidity, AvidiMab and maybe sell the whole Immunobody platform.

Looking at the recent GlyMabs Platform announcement purely from Redmile's point of view, considering the money they have put into Scancell they would not sanction a deviation from the path that assures them of their return on investment.

Redmile directors know why they have put so much finance into Scancell and they have a duty to ensure that Scancell is capable of bringing SCIB1 / Covidity and Moditope to positive value conclusions well before they allow the scientists to wander off on an ill thought out distraction.

Valuable positive data must be anticipated from our current trials for the GlyMabs announcement to ever be considered, why, because it would otherwise be a drain on resources needed to ensure Redmile can either convert their CLN's in 2025 or Scancell reach a financial position to pay them off.

I do get frustrated with the diatribe spouted on this board, it is clear that some do not have the experience of running a large successful business or they would be able to join up the dots that are obviously there in front of us and can only lead to the conclusion that Scancell, Redmile and Vulpes do know we are on the right path to growing a much larger Biotech company. One that will generate more that enough revenue before 2025.

Chester.

hi Bermudashorts

I always welcome your sage advice on these issues. I am also of the opinion that there has been a change in strategy and if my hunch is right it means LD is now very comfortable with her new role. It is a feeling rather than fact obviously but Covidity looks to be moving serenely towards a Booster trial in the UK, I was extremely pleased with the upgrade on the SCIB1 trial and we causiously await ModiTope doing its thing and being proven to work in humans. That will be a good day when we know it works .....

Scancell may already be in talks re-Covidity and BionTech maybe be ringing every other day to know if ModiFy is producing their much needed TCR 'T-Cells'.
There just seems to be a lot of confidence in the way the GlyMabs RNS was framed. Success on all fronts plus cash coming in = 100 employees by end 2023.

Its as seen in my Crystal Ball.... lol

Chester.

We also now have the staff, not exactly sure where we are on numbers but we must be heading over 30 and heading for 40.

Added to that we also have the new office suites in Oxford where all the advances towards the clinic will be coordinated.

Thinking towards the future I can see Scancell employing 100 and running 4 trials covering 10 different cancers by the end of 2023.

Chester.

Hi Cleanerworld

You've asked some good questions and only the senior members of Scancell will know exactly what the alternative values are. GlyMabs has the potential to be another Platform technology so I would think LD would not give that opportunity away when there is cash in the bank and the possibility of revenues in the near future.

As mentioned on here only a few days ago, SCIB2 was out licensed to CRUK ( I think we were paid £5M ) who were going to fund the development of SCIB2.
The pandemic saw them decide not to incur the expense of that program and SCIB2 was given back to Scancell. With large Pharma they can just decide not to pursue something they own and that's the end of it.

Also on this occasion GlyMabs sits perfectly into Scancells expertise.All the senior scientists and the Phd's at Scancell fall inside the scientific curve to develop GlyMabs.

So why hand over to a large Pharma Co for a relative pittance.

Chester.

Can ModiFY produce in humans the same awesome results as seen in mouse models ?

We are less than 2 weeks into possibly the most exciting cancer trail the UK has ever seen and people are more concerned with why the SP is down, why are we not at 25p, why am I not being rewarded for being in this stock ???

Given what we know Scancells science is working in so far as Covidity has been allowed to progress to a Booster Trial, SCIB1 must be producing results or why the upgrade to that trial, AvidiMab is being progressively validated every day that the Covidity Trial moves forward and now GlyMabs not only the possibility of an entire new Platform but with the additional value of ADC and CAR being placed with Strategic Partnerships & 3rd Parties.

14p is cheap as chips when compared to the potential that these trials have to propel Scancell into the world spotlight and transform the Market Cap.

Chester.

Roses did you mean 'Redspecs' Pharma.....

Chester