Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Excellent post TF . We won’t just be discussing quality of biscuits or requests for coffee, tea or fruit juice ?
I believe data is coming . Thanks for Spectator link . I imagine after that recommendation many more will be logging in to understand the unique science and IP .
Exciting times .
Moderna have been bragging about their Melanoma Vaccine . Do the regular posters observe Merck have been quietly getting along ?
Maybe this ongoing partnership on the melanoma trial will be disrupted?
Views please
Feel vpositive about this RNS presentation . if the results are as “ trailblazing “ as this Global leading immunology company Scancell and our eminent leader and professor expects . There is much to discuss on Tuesday ? in the festive roundup statement on linked in .we had the heads up “data inflection points from both the SCOPE and ModiFY trial anticipated, 2024”
I expect an RNS Monday or Tuesday of results ?
“
To close the year, we were pleased to announce a successful oversubscribed and upsized fundraise of £11.9 million and would like to thank our new and existing investors for their support.
Finally, we would also like to thank the whole Scancell team for their continued efforts and hard work during 2023. Now, with a bolstered leadership team, a strong cash position to fund our current strategy and with further key data inflection points from both the SCOPE and ModiFY trial anticipated, 2024 looks to be another exciting year.
#Immunotherapy #Cancervaccines #cancervax #Immunooncology #HappyNewYear #2024”
Also today :
Mandeep Sehmi ( from LinkedIn
I just registered for BIO-Europe Spring on March 18–20, 2024. Join me at the premier springtime partnering event #BioEuropeSpring https://lnkd.in/eTBj3Yug
The British steel industry has been slowly dying for 50 years, crushed by tectonic global shifts. Port Talbot is literally the bitter end. New technologies and new investors are the transformative answer, though they’ll never create equivalent numbers of industrial jobs.
A Starmer portfolio
With Starmer in mind, I asked Robin Andrews – the ‘veteran investor’ whose share suggestions served readers well over the past decade – how he might build a buy list for the new political era which, let’s face it (and to quote Philip Larkin), is coming like Christmas.
He picked three sectors bound to be affected by a change of government, starting with housebuilding: if incoming ministers address housing shortages by easing planning rules, then big names such as Persimmon and Barratt will reward the patient investor, as will Forterra in building materials.
Next, defence, and the perpetual search for more bang for Whitehall’s buck. Rolls-Royce and BAE Systems were strong performers last year but they may have further to rise; QinetiQ (the privatised defence research establishment) and Cohort (a smaller collection of defence tech ventures) could also do well.
Finally, pharma, in which any advance that might improve NHS performance or relieve its pressure points must be worth a look. A safety-first approach would involve quoted specialist investment trusts such as Polar Capital Global, Biotech Growth Trust and International Biotechnology Trust – or even safer, a holding in AstraZeneca as a pillar of the sector. But for a little more excitement our man picks three smaller companies in the process of seeking US Federal Drug Administration approval for their products and with reasonable cash runways: Scancell in immunology; Destiny Pharma in infection prevention; and Angle in liquid biopsy technology. Shield Therapeutics, with an iron deficiency drug already FDA-approved, could be a fourth. A spread across those four, plus Cohort, is a bet the veteran investor has already made for himself; but as ever, he urges you to do your own research. And we invite you to send your own Starmer portfolio picks to martin@spectator.co.uk.
City
Excellent Burble many thanks for eloquent post.
It’s all over the news now
https://www.nbcnews.com/news/amp/rcna135262
The pharma CAR T Cell companies
RE: TFToday 14:36
Https://www.pharmaceutical-technology.com/data-insights/innovators-immuno-oncology-car-t-cell-based-compositions-pharmaceutical/?cf-view
The links
RE: TFToday 14:29
Https://www.fiercepharma.com/pharma/fda-wants-classwide-boxed-warning-all-commercial-car-t-therapies-amid-secondary-cancer
Wonder what the consequences of this are ?
Https://www.fiercepharma.com/pharma/fda-wants-classwide-boxed-warning-all-commercial-car-t-therapies-amid-secondary-cancer
Wonder what the consequences of this are ?
Https://news.bms.com/news/corporate-financial/2024/Eight-Year-Data-for-Opdivo-nivolumab-
Press release from
Bristol Myers Sqidd
Plus-Yervoy-ipilimumab-Continue-to-Demonstrate-Longest-Survival-Benefit-vs.-Sunitinib-Reported-in-Patients-with-Previously-Untreated-Advanced-or-Metastatic-Renal-Cell-Carcinoma/default.aspx
C7
What a heart felt message.Thanks for all your posts and long may they continue . Best wishes
Hope she heals been a tough time .
https://amp.theguardian.com/uk-news/2024/jan/21/sarah-ferguson-diagnosed-malignant-melanoma
The Duchess of York has been diagnosed with an aggressive form of skin cancer months after she was diagnosed with breast cancer. A spokesperson for Sarah Ferguson, 64, said medics had removed a mole on her body, which tested as a malignant melanoma, during treatment for her cancer.
Thanks Burble for confirming this . It also hi-lights why the recent RNS was important. As JMC the chairman said big pharma are watching .
The potential is enormous of licensing
Important paragraph from the RNS 10 th of July
“iSCIB1+ has a number of competitive advantages, with potentially increased potency due to modifications to the product using Scancell's propriety AvidiMab® platform, and an extended patent life to 2039. iSCIB1+ is able to be used by a broader patient population because it incorporates more melanoma-specific epitopes.”
Avidimab potential is a massive opportunity to extend patent life and improve many big pharma assets that are coming off patent Keytruda comes to mind .
Where will this leave the Moderna and Merck Announce mRNA-4157/V940, an Investigational Personalized mRNA Cancer Vaccine, in Combination With KEYTRUDA® (pembrolizumab), Met Primary Efficacy Endpoint in Phase 2b KEYNOTE-942 Trial
Keytruda's patent protection is currently set to expire in 2028, meaning generic versions of the drug will be permitted to enter the market, driving down Keytruda's average selling price and market share. Typically, post patent expiry, a drug's sales decline by at least 25% per annum.
https://seekingalpha.com/article/4653578-merck-keytruda-patent-expiry-nears-with-replacement-yet-to-be-found
This is an excellent article of the patent cliff coming ,
https://www.fiercepharma.com/special-report/top-15-blockbuster-patent-expirations-coming-decade
“The biggest names set to face generic pressure in the coming years include the top four of the industry’s best-selling drugs in 2020: Humira, Keytruda, Revlimid and Eliquis. In all, nine of the industry’s top 20 drugs by sales are set to lose exclusivity over the coming years, Moody’s analysts wrote in a recent report. “
And this one
https://www.biospace.com/article/9-drugs-losing-patents-or-exclusivity-clauses-by-the-end-of-2023/#:~:text=The%20biopharma%20industry%20has%20been,in%20the%20next%20seven%20years.
Thanks Ray , yes indeed I just wonder what Merck are thinking 🤔
Wondering what posters think ?
https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(23)02268-7/fulltext
Hi board regulars this error message is on the link posted by Burble would suggest you DO Not click the home button link ! Ah shucks is not the language Scancell would use !
Ah, shucks!
So sorry for the inconvenience but an error has occurred while trying to process your request.
The error has been logged and will be reviewed by our staff as soon as possible. It's possible the error was a momentary hiccup and you may wish to use the back button to try your request again, or you can go to the home
I imagine the ones that matter understand? Big Pharma as The chairman said want to see data wait longer pay more
USA and Davos !