Member Info for crumbs

I posted a great article on how to keep your valuable pharmaceuticals patented... of course scancell are not in such a position yet lol but shows how it is done:

'According to advocacy and drug watchdog group Association for Accessible Medicines, the company applied for and won 75 Humira patents in the three years before its initial patent expired in 2016. AbbVie CEO Richard Gonzalez has said the company now holds approximately 136 Humira patents.

How was the company able to rack up so many patents on a single product? Much of it has to do with the type of drug that Humira is—a “biologic.” Unlike chemically synthesized drugs, biologics derive from actual biological material, making them significantly more complex than standard chemical medicines. And therein lies the key to AbbVie’s IP strategy, explains Feldman. For instance, a company may be able to file patents on obscure steps in the production and manufacturing process, or adjustments in dosing.'

https://fortune.com/longform/abbvie-humira-drug-costs-innovation/

'TCR
Project delayed due to requirement for Health and Safety Approval (HSE) - Approval given delays over
Lenti-viral transduction of T cells now working in the lab - Tangible progress
40 TCRs recognising citrullinated/homocitrullinated epitopes to screen - Oooh... probably a whole lot of screening been done by now :)

So no guarantees but TCRs seem to be very valuable to BiONtech... it is a part of their pipeline that is actually bring in an income! ....yet no clinical products announced

Eli Lilly need to be informed that TCRs are not a priority for BioNTech!
From BioNTechs third-quarter financials:
'Revenue: Total revenue, consisting primarily of revenue from collaborative agreements, was €28.7 million for the quarter ended September 30, 2019, compared to €20.4 million for the quarter ended September 30, 2018. The increase was primarily due to progress in our collaboration agreements with Genentech and ELI LIIY.'

What are BioNTech and Eli Lily collaborating on that Lilly are paying so much for since 2015?
'Leveraging the scientific expertise between the two organizations, Lilly and BioNTech will collaborate to identify and validate novel tumor targets and their corresponding T cell receptors (TCRs) in one or more types of cancer. These tumor targets and TCRs may then be engineered and developed into potent and selective cancer therapies.

Under the terms of the agreement, BioNTech will receive a $30 million signing fee. For each potential medicine, BioNTech could receive over $300 million in development, regulatory and commercial milestones. If successfully commercialized, BioNTech would also be eligible for tiered royalty payments up to double-digits. In addition, subject to the terms of the agreement, Lilly will make a $30 million equity investment in BioNTech's subsidiary, Cell & Gene Therapies GmbH, which specializes in the research and development of TCR and chimeric antigen receptor immunotherapeutics. Further financial terms were not disclosed.'

Yes TCRs are not prominent in BioNTechs announcement due to fact that part of the pipeline is very much pre=clinical!!! However they do feature and I have a strong feeling BioNTech will be wanting all that Liily lolly

Also considering scancell are talking 33 suitable cancer targets for modi1/modi2.... 33!! And we know the % of suitable patients for those targets is far higher than PD1's what is it 13%.... that the potential for moditope target by target deals remains huge too and that is even before we get to modi3 and beyond... yes it will be about the actual clinical data (does it work and if so what %) But its broad potential and sheer number of targets has to make it very attractive to IO players ... we know there are talks and have been for a long while... So to my mind, a deal on moditope is possible anytime outta the blue too... ImmunoBody is still attractive and has multi-target potential as well... . So still all about risk/reward but the potential for deals has in my opinion never been higher

'Potential for material non-dilutive funding Licensing deals for the glycan
antibodies and AvidiMab technology could provide Scancell with meaningful, NONDILUTIVE 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.'
https://www.scancell.co.uk/Data/Sites/1/media/publications/news/scancell-update-040919_final.pdf

That first collab is over 3 months in now....

'Under the terms of the agreement, Scancell and BioNTech will enter into an initial research collaboration to discover and characterise T cell receptors specific for citrullinated epitopes from vimentin and enolase. These epitopes form the basis of Scancell’s first Moditope® development candidate, Modi-1. Upon completion of these studies, BioNTech will have the exclusive option to enter into a LICENSE agreement for the development of cell receptor based therapeutics that are specific to Modi-1 epitopes. '

We know there was a 6 months delay there and why and how that is now over and indeed 3 months of that delay has now been eaten up... And we know real progress is being made too:

'Lenti-viral transduction of T cells now working in the lab
40 TCRs recognising citrullinated/homocitrullinated epitopes to screen '

40 TCRs :) ...

So whilst in the long run indeed clinical data is key... Deals on platforms and products are not beholden to it and indeed we know of two potential pre-clinical deals ... those above!

Data before deals? where in the most recent published presentation does it say that?
'Drug development is inherently shaped and enabled by strategic partnerships
Strategic consolidations provide a significant source of new pipeline drugs for big pharma/biotech companies
Pooling resources increase the chances of successfully developing promising candidates, while distributing risks
Dedicated resources and processes for identifying strategic partners for licensing or co-development deals'
https://www.scancell.co.uk/Data/Sites/1/media/docspres/agm-2019_all_09sep19.pdf

Can you point to where BiONtech TCRs need clinical data before a deal? Or where Avidimab and Glycan Mabs do?

BTW I am not expecting any raising until modi1 trial begins and if that is done before any deals.. TCRs ..Avidimab... Glycans or indeed moditope partnership.... Then I expect a market raising and I would expect 'in for the long haul' Vulpes would end up mostly funding it

I meant potential of the rise on a positive RNS... of course the shrinking sp is not overall good for any of us at all and I agree with regards to any funds needed via raisings... unless by chance you buy all in at an all-time low only to get the most amazing RNS the morning after which let's face it hardly happens and certainly won't be the case for us 'long-termers' lol but certainly there are potential RNS's that could arrive here to wipe away our longterm sufferings .... Anyways let's see how low we can go!

We, of course, are faced with a shrinking share price ain't been one of us here who have said otherwise unless there is positive newsflow the sp will go one way the way it is going - down.... now can you predict the next RNS and the one after that?.... can you tell us how there will be no positive newsflow at all then please do with all the valid reasons... only the smaller the sp the bigger the potential rise

shrink and disappear ...is exactly what scancell is all about... Tumours beware!

At the moment the battle is to stay above 5p :) .... not expecting xmas placing pressie myself... possibly a new year BiONtech boost though

I'm not sure it works like that... the memory effect will be towards the cancer-specific antigens in each individual patient that modi1 has alerted the immune system to recognise and attack in treatment.... other cancers would have other antigens specific to them... though indeed re-dosing with modi1 could trigger an immune response against and then create a memory against those antigens too.... least that is my limited understanding take on it all :)... It's one for Lindy I guess lol as you might be getting into a whole area of is it possible to use moditope as not just a treatment but a preventative vaccine...

I'm not expecting it(ever hopeful though)).... but I have an inkling that if and it is an if not an impossible just not something has come to us here but has to others... but if say an announcement that Genentech had come in with a $1billion headline value $100 million upfront all costs covered partnership deal on modi1 then all today's chat would be history as would all 'valuations' of what scancell is and could be worth.....

Yes agree with that Ivy and take Rucks point too RG said all kinds of things towards the end he said now the doors are all open again as CI need combo help and are in love with vaccines again (just not ours) lol....

Sp has fallen and dilution has happened ... however we have gained a new platform Avidimab we also now have a suite of glucan mabs... we have moditope TCR program we have modi's 1,2 and possibly 3 ... nothing here is or in my opinion will be priced in until we get the validation of a respected player by them coming in with real hard cash and commitment ....Vulpes have taken on a bridging role to hopefully get us to where we want and need to be but unless we attract a main player enough for them to part with money and we know in this game that is big money then we will be where we are right now.... waiting!

It won't be about data coming in it will be about money coming in and how much and of who and why they invested....
Seems hard to envision but I could even imagine a really successful modi1 trial with amazing survival data but not much in way of sp action ... If it is totally funded by scancell with no deal at no stage..... Happened with SCIB1 already... Now I do not think that will happen with a successful moditope for lots of reasons but what I'm getting at is I do not trust AIM with turning positive data into positive sp.... this market needs someone else to tell it data is good and that is by a respected party coming in with wads of cash ... Same as Ray says we could get such action anytime will it be BiONtech with TCRs will it be Avidimab and Glycans will it be a modi1 partnership will it even be something from ImmunoBody.... I don't know but I know it is better to have so many possibles as it only takes the first one and we are going to be a different company in a different place with an sp we will all be happier with :)

'Moderna’s slick storytelling has helped Bancel raise over $1.7 billion—all from private investors—to try to realize his ambitious plan. It has also invited skeptics, who would like to see those ambitions backed up by data.'

A slick storyteller is what we need :)

Yes, I don't quite get the mRNA love affair ?.... however shows the potential of how bio's that do not have ph3 results or much in the way of clinical data or any commercial products can get massive mcap's.... If market sentiment is positive towards them

BioNTech's NASDAQ mcap now just shy of $5 billion....

Yes, scancell have done 2 BioNTech tweets..... And we are now 3 months into making up for the 6-month delay on that collaboration that we already know is getting results ... so does that mean we are closing in on that BioNTech deal? I dunno but I think its a positive sign at such a late stage :)

BTW the send tweet:
"Cancer immunotherapy was not an accepted pharmaceutical concept. But we stuck to that and positioned ourselves at a spot where, years later, the ball hit the ground. Do not give up, stick to the vision.” (Labiotech) Özlem Türeci
@BioNTech_Group

That quote comes from an article that I have posted here in the past and is well worth a read....
https://www.labiotech.eu/interviews/ozlem-tureci-cancer-immunotherapy/

I reckon BioNtechs couple Ozlem and Ugur 'get' Scancell as they have very similar roots...

Your an immortal being .... you need something to look forward to!