Member Info for chester18

Hi C11

What would have been helpful in that report was in the 80 approved by both where the FDA approved first, what was the average delay in receiving approval from the EMA.

Basically, if the FDA give a green light does that speed up the process for the EMA ?

From what Phil said, both the MHRA and the EMA do accept that FDA approval is a major step forward to ensuring their approval.

What we don’t know is when did Scancell put in the paperwork for MHRA or EMA. I’m hoping it was shortly after they got the FDA documents emailed at the end of December.

Hi breakingeven

My take is that any planned partnership or deal will come once we have secured approval from MHRA and the EMA.

The potential suitor would want those approvals in place as a minimum. Australia, New Zealand and A.N.Other could be sorted at a later date.

So I agree with you that these discussions have been ongoing for months but the ‘ink on paper’ won’t happen until all three ( UK, USA and Europe ) approvals are completed.

That’s my reason for saying early April.

The successful FDA news on the 26th January has now created a new baseline for the share price.

The buy early sell on news element has definitely been worked through and we now have what looks like a buyer or buyers that are very content with 12.5p at this moment.

So has the churn now come to an end, leaving only upward pressure?

For those hoping to pounce on some sub 11p shares the idea seems to be fanciful looking at the trades and the facts.

Scancell are in discussions and we are only three weeks into those talks. How long will we have to wait, my guess is early April at the very latest.

Other positive news could land at anytime so I think we will see the SP move past the recent height of 13.8p in the next few weeks.

Good luck all ….

Scancell are producing an Immunotherapy not a cancer vaccine.

They have dropped the description ‘vaccine’.

Wentsland good post.

The AirCore lab results have the possibility to change a lot of minds as to whether EH has a significant and long term mineable quantity of silver.

I read an ASX chat post that said EH is high grade but it’s only ever going to be a small value mine. That rhetoric could be totally disregarded if the AirCore drilling shows that EH is a system of large pods. It could be both shallow ( as Bruce wants to open pit ) and at depth.

I agree that both Han-ock and Munni Munni need time to develop the story but EH could prove to be that force you mention that pushes UFO to a much higher baseline.

Apart from a signed Deal or Partnership………

Due to the speed and accuracy of our submission to the FDA I expect news from either the MHRA or EMA in the next two or three weeks.

All indications given at the AGM regarding GenMab pointed to very strong possibility of a Q1 announcement that GenMab intend to proceed with one or both of our licensed Mabs.

To ensure that the iSCIB1+ phase 3 gets underway in 2026 an-outlined deal / partnership or the route to non-dilutive funding probably needs to be in place by April or May. I hope Scancell will keep us investors in mind when these details are being thrashed out and we are at the very least kept informed that things are progressing.

The Modi1 update has been pushed back to H1 26 which is only some 20 weeks hence.

The board will know how effective the clinical trials are. We have no idea if the value is increasing but they do. That also has to be factored into any forward financial decisions.

GlyMab Theraputics Ltd “a goldmine” according to our CEO. Maybe financially that is the golden ticket.

I don’t believe Faron Pharma has this wealth of alternatives. Plus as pointed out by Inanaco they are funding for their phase 2 with a phase 3 down the line once they have worked out the trial regime.

We are ready to go …..

I’m not familiar with the range of drugs / platforms that Faron Pharma have to offer but I do know what other things Scancell has.

When our board consider their options for non-dilutive funding they have many possibilities. We also trust that the likes of Redmile and Vulpes share our aspirations and ensure that ‘Shareholder Value’ means what it says.

As private investors we need to have a little more patience while the board gather all the various potential financial possibilities and make a decision.

PHILADELPHIA – The members of the American Association for Cancer Research (AACR) have elected Keith T. Flaherty, MD, Fellow of the AACR Academy, as the AACR President-Elect for 2025-2026. Flaherty will become President-Elect on Monday, April 28, during the AACR’s Annual Business Meeting of Members at the AACR Annual Meeting 2025 in Chicago, Illinois and will assume the Presidency in April 2026 at the AACR Annual Meeting in San Diego, California.

Thank you Bermudashorts

Coming from an engineering background the way clinical trials proceed are a mystery to me.

Your post fills in many gaps in my understanding. Day one of the trial needs all the administrative structures in place but actually needs one open clinical centre and the first fully vetted patient.

As the following months add more patients and more centres the admin and costs increase.

Am I correct in thinking that the more money at Scancell’s disposal the faster the number clinics can be setup and opened ?

Good post EE

I am very open to being educated about how such a large trial is conducted.

What ever my misconceptions are about the amount of workload on the Scancell team the planned phase 3 is definitely ambitious in its global reach.

Your post suggests that the team already in place is very capable of running the trial.

So if that’s the case I stand corrected.

Totally agree Ray

The clinical trial centres don’t work for Scancell and if you like ‘plug in’ to the trial.

What I’m presuming is the work load is the regulations for each country and keeping on top of all the clinical centres.

I think if someone could give an overview of how it all works maybe we can draw some conclusions.

I’m still convinced that this large scale multi country trial design is due to the partners that they are in discussions with. It feels very major pharma-ish to me ……

I could be being very pessimistic 🤔

Hiya Ray

I’m trying to consider the size of the integration. Two jurisdictions with all the regulation requirements the documentation and the clinical set ups.

I’m not experienced in the running of clinical trials but it must be a huge amount of work working in let’s just say, Europe and the UK.

Scancell has a great team but do you believe they could build up enough manpower and manage a four or five country Phase 3 Double Blinded Trial ?

I think it would be difficult because I envisage a massive undertaking.

I honestly think they have a strong enough team but if they were truly going it alone then I would expect all the talk to be UK and USA as the limit.

We don’t have to be Sherlock Holmes’s to figure the limitations of a 60+ employee company especially across all of the other platforms that need attention.

Has to be a big player with connections and structures in place. I’ve always thought either BMS ( because it’s currently their SOC to lose ) or Merck for correct market and sheer size.

Hiya moonparty

We can read Scancell’s words in many ways but my thought is how can they hope to run the phase 3 in four jurisdictions, without a major backer.

USA, United Kingdom, Europe and Australia.

That is going to take a huge integration and Phil did say plus ‘maybe’ one other country.

So my guess is that they already know who they would like to partner with, it just needs hammering out.

Also the timelines are very tight if they are going to try to begin this year. Also, in which jurisdiction do they dose their first Ph3 patient ? Who is the clinical lead ?

I think we will know who the partner is by the beginning of April or it will be very difficult to build all the clinical structures to start this year.

Of course, all I’m my humble opinion.

No matter what share price we would like or not like if a bid landed in Phil’s inbox, any decision will be what Redmile want.

If Redmile ( after holding and supporting Scancell for years ) decided to go with a quick cheap all cash deal, we also have Vulpes. Who, along with all private investors could even stop that low ball attempt.

To be honest I cannot see any chance of an offer lower than 80p having any chance of success.

So let’s stop concerning ourselves with such thoughts and turn to : What if there’s a bidding war 🤞🤞

A 13p buy just went through obviously this gives clear evidence that there are not many shares available.

Just thought I’d give you all a heads up.,,,, 👍

The GenMab deals would come into any kind of valuation. Not the whole £1.2B but there would have to be consideration for at least the potential of let’s say 30%.

In my humble opinion I would not expect any bid to be taken seriously that is under 80p / 90p. It just wouldn’t fly with Redmile and Vulpes or the board. I think Scancell has passed the extremely vulnerable stage.

SC134 needs to enter the arena as soon as possible. From what we know it has a very high probability of success in Small Cell Lung Cancer.

In all of Scancell’s deliberations I would expect the clinical pathway for SC134 will be high on the list of priorities.

Goals are getting even wider and taller.

An important point about all our discussions on this and the other board, is that nobody thinks Scancell will be shown the door by all Pharma Co’s and Finance avenues.

Scancell have proved they are more than capable of taking iSCIB1+ all the way to market. The management is populated with experience and previous successes.

The team of scientific administrators have just shown how capable they are of running clinical trials and submitting for an IND.

The bio-scientist are probably the best group in the world in the understanding of the binding mechanisms involved in the human immune system.

This is not a company that will be ignored because this cutting edge science is about to disrupt the immune oncology market.

Scancell have ploughed on where others saw a dead-end and have now reached a point where those endeavours are perfectly timed to the current needs of some very large pharmaceutical and biotech companies.

The writing is on the wall for all those who understand just how much of a land grab is coming.

The notice says ‘cash raise’ or ‘something concerning EH’…

I would presume it’s not a cash raise because that’s just been concluded recently. So ‘Drill Results’, but what kind of results could cause a 3 day halt ?