The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Good morning I have read these 2 articles
1. What FDA's head said yesterday on Novel cancer vaccines
https://www.fiercebiotech.com/biotech/were-open-business-fdas-peter-marks-says-agency-ready-review-novel-cancer-vaccines-despite
As new cancer vaccines—led by Moderna and Merck’s mRNA-4157—near pivotal trial readouts, the FDA’s vaccines czar Peter Marks, M.D., Ph.D., said the agency is ready to review the shots despite AI-related unknowns.
“We are ready to review—we’re open for business,” Marks, director of the FDA’s Center for Biologics Evaluation and Research, said of cancer vaccines at the 2024 World Vaccine Congress (WVC).
“We have therapeutic cancer vaccines coming in; I think we would review them very much like we could review potentially a CAR-T cell or other therapeutic products,” Marks said.
2. what AACR Co chair Cristina Curtis is most looking forward to
"I am excited about is around cancer vaccines and whether they are really ready for prime time."
https://www.genengnews.com/topics/cancer/aacr-co-chair-christina-curtis-shares-themes-and-highlights-from-the-meeting/
The American Association for Cancer Research (AACR) meeting kicks off this weekend, in San Diego, California. The event is a whirlwind of sessions, keynotes, mini-symposia, posters and exhibitors. How does it all come together? A village of people including AACR program staff, the AACR board of directors, a program committee, and two meeting co-chairs who work together to make it all happen.
The week before the conference, GEN sat down with one of the co-chairs of the meeting, Christina Curtis, PhD, a professor of medicine, genetics and biomedical data science at Stanford University where she also serves as the director of artificial intelligence and cancer genomics and of breast cancer translational research.
Another mini-symposium that I am excited about is around cancer vaccines and whether they are really ready for prime time. Obviously, this is a very hot topic which has gained a lot of traction following COVID and the changes in how we think about vaccines.
Yes Burble would appear not to be a closed period , just to clarify . does RNS mean they have bought shares and are now going to sell them on the open Aim market ? I am a little confused
did anyone see this this yesterday ?
https://klse1.i3investor.com/blogs/future_tech/2024-04-02-story-h-184723070-Redx_to_quit_London_Stock_Exchange_s_AIM_citing_low_liquidity.jsp
Biotech company Redx Pharma Plc is set to pull its shares from the London Stock Exchange’s smallest market, citing liquidity constraints and saying it will attract investors more easily as a private company.
The decision is another blow to the LSE as innovative biotechs increasingly look to the US. Companies including Barinthus Biotherapeutics, Zura Bio and OKYO Pharma have opted to sell shares in New York or move their listings there.
London’s Alternative Investment Market, or AIM, is designed to help smaller companies access capital. But Redx’s board concluded that “our current market valuation is not reflective of our track record or future potential and is not conducive to raising the level of capital required for our growing clinical portfolio”.
Redx develops small-molecule medicines targeting cancer and diseases associated with fibrosis. Its lead product is in mid-stage clinical trials.
Britain has faced difficult questions in recent years regarding its attractiveness as a place for life-sciences companies to grow, with increasing concern that biotech companies may choose to list in the US rather than in London.
In February, Redx denied a report by The Times that it was considering switching its listing to New York.
Jane Griffiths, who chairs Redx’s board, attempted to allay concerns that the move to delist was a reflection on Britain. The company, she said, believes that the UK “is an excellent hub for scientific discovery and drug development”. Redx will retain its headquarters at Alderley Park in Cheshire.
The decision to re-register as a private company will be subject to shareholder approval at a meeting on April 19.
The full press release
https://www.redxpharma.com/wp-content/uploads/2024/04/Proposed-Cancellation-of-Admission-to-Trading-07_00_13-02-Apr-2024-REDX-News-article-_-London-Stock-Exchange.pdf
Interesting dates if one is hoping to top up Sipps and Isa
Agree recent patient conference for melanoma.the presentation for recent trials was delivered by Prof Sarah Danson of Sheffield , that video of trial updates is yet to be released . Sarah is also an investigator on the Modi trial
what will the poster look like when the new improved melanoma vaccine with enhancement and prolonged patent look like ?
exciting times
Under google search for AACR “ cancer vaccines ready for prime time “
BioNtech press release
https://markets.businessinsider.com/news/stocks/biontech-to-present-clinical-data-updates-for-personalized-mrna-based-and-targeted-oncology-candidates-at-aacr-2024-1033150461
Https://markets.financialcontent.com/stocks/article/bizwire-2024-4-1-pharmajet-announces-scientific-advisory-boards-and-presentation-at-world-vaccine-congress-in-washington-on-april-1
* The Scientific Advisory Boards bring together renowned industry experts in infectious diseases and oncology to accelerate PharmaJet’s partnering strategy with vaccine and pharmaceutical companies.
* Presentation scheduled for April 1, 2024 at 2:00 PM ET in Room 202A at the Walter E. Washington Convention Center, Washington, D.C.
Https://www.terrapinn.com/conference/world-vaccine-congress-washington/index.stm
wonder if anyone is there from Scancell before the congress at AACR
we know LD is speaking about the Modi and Scope and results of the trial
Form the twitter page OCTOBER 18TH 2023 ; this post has had 1,252Views;
·Our CEO Prof Lindy Durrant will be speaking at the World Vaccine Congress in Barcelona on Thursday 19th October at 11am about Scancell’s cancer vaccines SCIB1 and Modi-1.
#WVCEU #Cancervaccines #Immunooncology #Immunotherapy
·
To list on Nasdaq do you need a USA address?
Morning all heading in the right direction. Does anyone have the link to LD at AACR conference?
Https://www.news-medical.net/news/20240321/LungVax-vaccine-uses-DNA-technology-to-prevent-lung-cancer.aspx
re Tim Elliot
https://www.immunology.ox.ac.uk/about/team/tim-elliott
Rob do you mean this :
https://www.dailymail.co.uk/health/article-13224439/Cancer-vaccine-AI-trials-effective-lung-cancer.html
Is that one day
1.50 p
2.£1
3. £8
Or is it a Genmab license platform. A share price with dividend
I have been holding a long time unfortunately my average is still underwater. Feel confident though is this
Fantastic documentation from Scancell website suggest you all have a good read ?
https://www.scancell.co.uk/Data/Sites/1/media/fininfo/2024/scancell-interim-results-fy-2024.pdf
Maybe AstraZeneca could not afford Scancell 😂 , maybe in the long run licensing offers greater value , see Genmab expanding balance and pipeline ,
the Avidimab and Glymab platforms are very exciting . as the chairman said Yes Big pharma know of us , more data more money
The upfront cash portion of the consideration represents a transaction value of approximately $2 billion, a 97% premium to Fusion's closing market price of $10.64 on March 18, 2024, and an 85% premium to the 30-day volume-weighted average price (VWAP) of $11.37 before this announcement. Combined, the upfront and maximum potential contingent value payments represent, if achieved, a transaction value of approximately $2.4 billion, a 126% premium to Fusion's closing market price on March 18, 2024, and a 111% premium to the 30-day VWAP. As part of the transaction, AstraZeneca will acquire the cash, cash equivalents and short-term investments on Fusion's balance sheet, which totaled $234 million as of December 31, 2023.
Don't forget this overview written and presented January 2024 interim results giving a great breakdown of where we are up to
https://www.scancell.co.uk/Data/Sites/1/media/fininfo/2024/scancell-interim-results-fy-2024.pdf
Starts today good luck to both
BIO-Europe Spring in Barcelona, Spain from 18-20 March
Mandeep Sehmi, Head of Business Development and Mireille Vankemmelbeke, PI at Scancell will be attending the conference.
Markus 2 other side interesting points :
Avidimab explained well. It could improve and potentially extend patent life for big Pharma products. In 2022 Trinity thought Avidimab could have peak sales of £8.5 billion and a royalty for us of 8%.
The early Scib-1 results 2018
I am thinking about the cash the Genmab have now accumulated thanks to their clever approach to their KYSO ( knock your socks off IP , some thought that wa joke ? clearly not ) Ip
Hi
I thinks it will be very quiet until the deal is done . the company is well funded with an experienced team . I imagine the suiters are lining up and as stated by the chairman , the big pharma are well aware , more data = more money , so patience is required
From Markus 2 other side . Excellent summary :
I think companies have enough info on Avidimab to make a deal. Those early assessments maybe did not proceed as the deals were too small and unattractive.
E.G.
Seagen/Pfizer tested it.
SEA-CD40 (Seagen) is in Phase II trials for advanced solid tumours. AvidiMab was
used in the Fc region (Exhibit 5) in an IgG1 format, with key residues from murine
IgG3 transferred into the human SEA-CD40 IgG1 Fc region. The results for iSEACD40 showed higher Fc-Fc self-association, slower off-rate and improved binding
to CD40, and better functional affinity than original SEA-CD40. These findings of
better performance were also seen in other immune models that rely on clustering
and/or increased residence time for activity. Preclinical work continues to
highlight the versatility and broad applicability of the AvidiMab platform, with
sizable improvements seen across many applications.
AvidiMab is employed in the COVIDITY programme, where
recent results have validated AvidiMab as an immune response booster.
Avidimab enhanced Glycans
SC88 binds to unique glycan (Lewis a/c/x) on GP and GL
h88 targets 100% of colorectal tumours on TMAs with restricted normal tissue distribution
AvidiMab TM technology introduces intermolecular cooperativity => enhanced target avidity
AvidiMab TM-engineered SC88, i88G1, exhibits inflammatory cell killing (ICD) through pore formation
SC27
AvidiMab TM engineered SC27, i27G1 exhibits improved functional affinity and direct cell killing
iSC2811
Ultraspecific SSEA4 mAb – lead AvidiMab® modified clinical candidate
iSC2811 enhances T cell engraftment and prevents exhaustion
Potential for improving CAR-T approaches
Scancell also demonstrated AvidiMab® modification of SC129 (Genmab)
reduces the off-rate
AvidiMab® – a proprietary platform for enhancing the avidity of
any antibody
► Enhances avidity by promoting Fc-Fc
interactions
► Reduces off-rate → increased affinity
► Increases direct cell-killing
► Potential to improve the therapeutic index of
any monoclonal antibody
► Patent protected
Could extend patent life.