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Have nicely isolated the Scancell presentation on Youtube:
https://www.youtube.com/watch?v=Q9jscF9MNpQ

Ivy the thing is though these are pre-clinical assets they are assets that have been looked at extensively in a try (in the lab) before you buy and not just by one but three bio's who we can presume are all competitors in the MaB space so if and it looks like this is the case they are all getting positive results then competition comes into play.... If Avidimab can improve any mab and these companies have many mabs it could be a case of them all wanting to get the first licensing deal on it... anyway I'm sure we will all be clearer on this within the next couple of months.

Back when Trinity first reported on the first Avidmab collab this is what they wrote on possible valuations:
'Potential for material non-dilutive funding Licensing deals for the glycan antibodies and AvidiMab technology could provide Scancell with meaningful, non-dilutive funding for its key technology platforms, ImmunoBody and Moditope. For reference, Scancell out-licensed some related antibodies to the Australian biotech, Peptech, in 2006 receiving an upfront payment of £2.0m and a £2.85m milestone. While a royalty will be payable to Nottingham University, any deal should deliver an impressive return on investment and improve Scancell’s cash position.'

So yeah just a wait and see and like everyone invested here will be most relieved when they get the first one over the commercial line :)

Ivy interesting you see that what Cliff may be insinuating scancells deal may be for less than industry standards whereas I sort of thought it may actually be more due to the AvidiMab added layer :) we will see...
Totally agree about ImmunoBody delivery though it to me is a real game-changer for that platform I did wonder would SCIB2 now be using what is being developed for Covidity but clearly no it is using a different off the shelf but highly effective (they looked and tested many extensively) nano delivery that has either now been licensed by scancell themselves or CRUK (not sure which) So in theory we could have 3 ImmunoBody trials all using different delivery vehicles

Agree Rats Cliff has had his many deriders and he did have a poor start but he went straight in at the deepend and we know there is so much at scancell to get your head around so he struggled in the beginning but I feel he has improved all the way to now where he does seem well up to date and MaBs is his area so I reckon getting these deals is where his talents come in... He had his most relaxed presentation performance the other night with what sounded like a barking terrier in the background... I must say I really like this new interactive webinar way... possibly one of those areas where covid has improved how things are done.

Yeah that extra layer to the deal I suppose the question is if the potential partner takes on one glycan using AvidiMab do they also want the option to use Avidimab on their own products.... I'd guess they would is they have liked what they have seen in the research... making this first deal not quite a straightforward pre-clinical Mab for a couple of mill with 100k milestones.... Great that it sounds like all 3 collaborators are seeing positive results in their research too so considering how fast the collaboration RNS's came one after another the deal newsflow could follow that same pattern

Yeah the way it sounds is a deal on at least one MaB we have no idea what kind of deal if it is a one target deal or what modality it is being used in... Cliff gave what he says are current industry valuations for such a preclinical asset 'upfront of in the lower millions and milestone payments of 100-220k ' then he said but that is not necessarily the kind of deal they are going to be doing lol I expect the use of AvidiMab adds a whole new layer and would think the deal would be for one TaG and use of AvidiMab... who knows just glad it does look like the outcome of the research is going to be the successful commercialisation of at least one scancell product.

So it seems there is progress as it sounded like scancell or maybe CRUK have licensed the chosen nano delivery for it....

Noticed it is on the slide too:
'Transition of established research/evaluation agreements to potential partnerships (advanced commercial discussions underway)'

Good to also hear him say 'We are hopeful to see the outcome of their collaboration with BioNTech' which you would think with the 6-month delay well gone would be if not complete near complete...

Boom Cliff clearly states ' We have attracted a number of companies who have evaluated these assets and demonstrate been able to demonstrate their applicability and we are now looking to hopefully transact one those assets with one of those parties over the next couple of months and those discussions are ongoing'

So seems clear it is indeed one of the 3 and most likely the first

Yeah, it was interesting to hear Cliff talk about potential Mab deals and values to expect but then say that might not be the case in our case lol.... I dunno if that meant yeah those are values you can expect on one Glycan Mab for one target but then we are going to be adding the AvidiMab layer into the mix adding more value....... Be nice to get that first deal RNS just to know!

I'm thinking it is collaborator number one as now would be the time that the conclusion of the research ends in the deal or thanks but no thanks ..... However, until we know we don't lol ...Also, Cliff told me having multiple collaborators does indeed put the pressure on them to make a move if they are seeing encouraging results in their research.... So by dropping those kinds of words in RNS's I am sure has a positive effect on getting at least one of them to sign off on a deal just to be the first to secure the use of a product they are liking the look of....

I'm pretty sure one-year timeline on that first collaborator's planned research into the Glycans/Avidimab came from last years AGM recording.....And I recall Cliff told me via email they were looking at every Glycan MaB in all their potentials which to me sounded like they must be a technically decent outfit.... Encouraging from last night that it looks like the research has produced satisfying results to all 3 collaborators.... So yeah if the research has or is ending soon then the next step is the deal which obviously is looking very likely at least on one of the Glycans.... we will see, having 3 involved has to help and any deal done will be done after all this intense research giving a validatory tick and no doubts bringing in even more interest from others in the MaBosphere...... 'The global monoclonal antibodies (mAbs) market was valued at about $135.38 billion in 2018 and is expected to grow to $212.64 billion at a CAGR of 12.0% through 2022.' nice space to be in especially if AvidiMab can indeed improve the effectiveness of any MaB!....That will the interesting thing... will a deal with a glycan mab be done with using AvidiMab with it adding extra value to the deal /

hasn't arrived here not 'has' lol as I'm sure there are still many potential pi who would be attracted to the scancell story

I'm not surprised .. there were just over 100 viewers for the scancell proactive presentation last night and you can bet the vast majority apart from the disgruntled who also amazingly made time to view it are already holders the pi interest has arrived here fully I reckon that will come with that first commercial deal although the momentum is now in the right direction and the risk/reward ratio now with funding is definitely towards reward even if you're a 10% in and out profit trader...as newsflow is coming!

An interesting aside about the capital raise... number one on the list of Proposed Uses Of Proceeds is 'Strengthen balance sheet to support potential partner discussions for pipeline programs'

From that I take it not as there may be potential partner discussions across the pipelines but that there are discussions with potential partners....

My money is on this is the year scancell seal the first of those all important deal/s it they may not only be Mab ones.... newsflow coming not least from modi1 progress to trial CTA submission anytime first dosed patient q1 2021 ( if that timeline holds!) and final trial data readout Q4 2022 ... of course we would know if it works or not probably by end of next year.....

On Youtube:
https://www.youtube.com/watch?time_continue=4&v=aaguza4wO9I&feature=emb_logo

Scancells begins about 1.44

That will be in individual target and whatever chosen modality deals... so lots of potential deals there for each of the 5 Glycans with their multipotential modalities and multiple potential cancer targets and then Avidimab !

Seems all the collaborators are seeing positive results in their try before you do a transaction deals.... looking forwards to the coming news flow...

'A number of companies have evaluated these assets and have been able to demonstrate their applicability and we are now looking to hopefully transact one of those assets with one of those parties over the next couple of months, those discussions are ongoing'

'Hopeful to see the outcome of the collaboration with BioNtech'