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It was about a new GSK collaboration with Oxford University:

https://www.gsk.com/media/11760/press-release-gsk-oxford-cancer-immuno-prevention-programme-270125.pdf

FYI. Nick Robinson has just trailed a feature coming up in the next hour about cancer vaccine development...

Put simply, in one of the hardest-to-treat cancer types, more than twice as many people respond with the addition of Moditope than without.

No wonder Christian O. is happy!

(And with Nivo monotherapy achieving just 13% ORR, the addition of Modi could be even greater)

OK, it's a small sample of course, but if the historical ORR for pembro is 19% and the addition of Modi takes it to 43% responding, that's more than doubling the ORR - an IMPROVEMENT of 126% to be precise

Thank you punter. Am I right in thinking that This is Money articles often get published in the Daily Mail too?

Yes. Trinity Delta factored in a Genmab milestone payment in FY25, so we must be getting close...

The 2022 deal was followed by Proactive/LSE interviews with Lindy, so expect to see something similar today or tomorrow. That may even roll out Big Phil!

Wonder if we'll see some decent blue today? If the 7 month evaluation had resulted in the deal NOT going forward, definitely not - so will the reverse be true?

Either way, with the 2022 deal potentially worth £624m and this one potentially worth an additional £630m, l think it's fairly reasonable to assume that the upfront will be similar, or plus a bit, to the 2022 deal.

Hi Matt. I think I recall Lindy saying it would be a similar amount on a Proactive or LSE interview, but you may be right - perhaps she was referring to the second milestone on the first deal. Can anyone else clarify?

I suspect it will be up a bit, Chelsea, as 2022 deal was £208m per modality, up to a maximum of £624m, suggesting there were three modalities. This one is a max of £630m, (possibly £210m x 3?) so if everything has been negotiated upwards, I would expect the upfront to be too.

The October 2022 RNS about the first deal with Genmab didn't mention upfronts either but it later transpired (in accounts) that it was c.£6 million. Lindy has previously said that this deal would be of similar value, so I suspect similar upfront. (AIMHO). Either way, very good news.

16.63p at 8.08am. Buy or sell?

Not long to find out, Burble. Seven months are up on January 11th. Here's the Jun 12th RNS:

Scancell Holdings plc (AIM: SCLP), the developer of novel oncology immunotherapies today announces a major international biotechnology company, will exclusively evaluate a Scancell investigational anti-glycan monoclonal antibody for development of novel therapeutic products. Under the terms of the agreement, Scancell has granted the company seven months exclusivity for evaluation, which includes an $1M exclusivity payment payable within 30 days.

72% ORR versus the current Standard of Care at 48% - that’s half as much again. In other words, Scib 1 gives a FIFTY percent improvement!!!

Permission to shout hurrah...!!

That's what I inferred too - cost of manufacture, not price to NHS/payors.

Hi Almas. Great summary but just to clarify that he clearly mentioned Scancell by name (at approx 7.31pm so 31 mins in) and both Scancell and the Modify trial featured on his slide of the five trials that are currently being conducted at Clatterbridge, in which he is involved. Modify was listed as 'Multi Cancer (currently RCC only). What I particularly liked though, was his estimate that personalised vaccines could cost £100k per patient, but that DNA off the shelf vaccines could be in the range of £100 - £1,500 per patient.

From Feb 23 Modify trial RNS:

Prof Christian Ottensmeier, Chief Investigator, University of Liverpool commented: “The strong DTH responses in all patients and the early clinical results, particularly in the patient with advanced SCCHN, suggests that this therapeutic cancer vaccine could have significant potential. Further studies with Modi-1 monotherapy and in combination with CPIs should tell us in which settings it will have maximum benefit to

patients.”