Member Info for ciaskin

We know that the poster presentation took place at ASCO in Chicago on June 1st between 13.30 and 16.30 (hence the 3 hours of interest) However it doesn't say that the advisory panel convened during ASCO - in fact the two elements are quite separate in the RNS. Yes, they had the meeting in Chicago, so it is quite possible (likely even) that it was concurrent but equally, might they may have met much more recently? That may account for the recent buying levels...AIMHO

HL just offered me price of 10.43p to sell 10,000. Also offering 10.43 for 100,000. Are things stirring at last...?

I wouldn't read too much into that. Fact is, HM Gov are thick as thieves with Moderna, the same Moderna that Rishi's previous hedge fund owns squillions of shares in, - and the same hedge fund that Rishi still has shares. That's his pension sorted.

SNAPvax is the technology Scancell licensed in to develop Modi, as I recall...

https://pharmatimes.com/news/researchers-combine-herpes-virus-with-cancer-vaccine-to-treat-brain-cancer-in-children/

Thanks Burble - much appreciated!

Hi Burble (or others). What date is the Proactive one-to-one please?

Thanks for reposting Johnny. What is slightly confusing for me is that while 9 out of 11 is indeed 82%, 27 out of 34 is only 79%. It would have to be 28 out of 34 to maintain the 82% level. Either way, is she saying that if we were to achieve the necessary ORR after just 34 patients dosed, then we wouldn't need any more before moving to/preparing a Phase II? If so, we would only need to recruit another 7 patients...

I can't seem to find the Macmillan forum/blog/post to which you refer. Is it the thread called "Stopping Treatment - March 2024"?

“2023 has been a promising year for therapeutic cancer vaccines, bringing positive results and renewed investment to a rapidly expanding repertoire of advanced platforms. With over 200 cancer vaccines in clinical development for solid tumors, pioneering and ambitious therapies are reaching late clinical phase development,” said Lindy Durrant, CEO of Scancell.

“Personalized approaches targeting patient-specific tumor neoantigens, like Moderna, Inc.’s, have demonstrated durable responses. However, questions remain on streamlining timescales to meet patient demand in the future,” Durrant continued. “Building on the success of these approaches, much attention now focuses on ‘off-the-shelf’ vaccines that can address tumor heterogeneity through multiple tumor-specific and tumor-associated antigen combinations. Also, targeting antigen-presenting cells to generate potent T-cells that kill tumors and how this has a greater impact than the choice of antigen. Over 2024, readouts of cancer vaccines in randomized trials will further inform if these advances in antigen targeting, vaccine potency, and patient selection will provide a runway for more novel therapeutic cancer vaccines to overcome historical challenges.”

Https://twitter.com/scancellpharma/status/1759526102576296029?t=LL4Yc0VBWo3lpUWmHhBfoA&s=19

Actually, an old article but with new exposure to coincide with World Cancer Day.

Https://twitter.com/scancellpharma/status/1753364536164282536?t=cMaYtlzUcxGKd9fnMt67aQ&s=19

Our article 'What do cancer-specific T cells ‘see’?' published in @discovimmunol has been featured in @britsocimm’s #WorldCancerDay Virtual Issue! Catch up on cutting-edge cancer #immunology & #immunotherapy research here: bit.ly/48LWuAx

Https://vimeo.com/907889586/5d861ac47d?share=copy

Enjoy!

Thanks Berm. Similar valuation as before then, so very much 'steady as she goes...' which will do for me, for now. This is worth noting, though:

"Despite the potential for future milestones, either from Genmab or from new partnering agreements, we conservatively do not include any near-term significant income in our financial forecasts."

GLA.

LD: Expecting at least one, possibly two, additional licensing deals within next 12 months with similar values to Genmab upfront.

Genmab progressing well towards the clinic (so I expect more milestones on the way). Lots of interest in other antibody licensing - " In fact, they are currently fighting for exclusivity" LD in Q&A.

Nice problem to have!! Overall, a very confident, professional and convincing presentation.

Exceptional results from the first 13 patients receiving SCIB1 in the ongoing SCOPE trial, with an objective response rate of 85%, indicate a high probability of success in this cohort which should complete in Q2 2024.

Scope update

Merck & Co. CEO Rob Davis said the company "is open to deals of any size," aside from large-scale, expensive acquisitions that would force the company to fuse workforces. His comments follow the company's $680 million acquisition of Harpoon Therapeutics earlier in the day. The deal adds further diversity to Merck's oncology portfolio and places it squarely in T-cell engaged race alongside Amgen. The class has demonstrated an ability to treat small cell lung cancer, a hard-to-treat lung cancer that's played second fiddle to NSCLC.

Davis and research chief Dean Li, M.D., Ph.D., were consistent with previous comments that dealmaking decisions are led by the best science, not the best financial opportunity. Davis says is it just so happens that Merck's "sweet spot" have been deals in the $0-15 billion range. The New Jersey pharma acquired immunology biotech Prometheus for $10.8 billion and is paying Daichii Sankyo at least $5.5 billion over two years for a batch of antibody-drug conjugates.

Https://www.fiercebiotech.com/biotech/jpm23-day-1