Member Info for crumbs

Things such as that do not go un-missed but certainly, up to now they go un monetised....no third party said wow you went from 70- 100% sign right here and accept this £100million upfront

What queue lol.... have you seen scancells timelines? they are in all their presentations and not one has been met not one! In theory modi1 trial is over now as is SCIB1 combo .... reality being far different... so we are waiting in line for it all to happen...people get tired people get disheartened that is just human nature especially when it is always jam tomorrow...Yet we know the potential prizes here could blow that history away in a few RNS's it is why we wait.... Anyways looking forwards to anything we get from LSX presentation

And this:
Successful regulatory Scientific Advice meeting held at PEI (German equivalent of MHRA);
preclinical ‘Gold Standard’

I do think with also all the conferences Lindy is doing that the ground for H1 modi trial is being set...which is why I believe it is going to be as I am told every time I ask scancell on track ..... It also has the potential to be one and if showing what it may the most exciting and transformative trials in immuno onco history with it expanding into up to possible 14/15 targets..... obviously lots more news to come on that trial .... will there be a combo branch with chemo for instance (possible)

When you're stuck in a queue its natural to moan in fact it's a very British thing to do lol... but most of us are waiting and most of us know something of a positive nature can appear anytime here... which is where we disagree with knowlesi ....

Yes, they should have had an earlier plan B... what bugs me most is they came up with a plan B when they had to but they kinda made out it was not a plan B due to plan A not working out at all !!... I prefer them to be openly honest with us...

As for delays ... yes we have had to get constantly used to them however it is not due to endless work going into enhancing IP it is often the unexpected or outside forces... this is why and I tentatively say it... I think modi1 will meet its now timelines.....The thing that may affect that is funding but again I feel if they have to Vulpes will step up there... I however hope there is no need as funding will appear from wither Avidimab deal/s or the TCR program nailing a deal or....If they mange it and Lindy approved of giving some moditope IP away (I'm not sure she is at this stage willing it being her most precious baby) we get a modi1 trial partner

Of course, hope is all we have lol
As for data before deals - indeed but it does not always have to be clinical trial data our 2 relationships that could end in deals are both pre clinical... BioNTech TCRs and Avidimab glycans... both are being looked at extensively with their partners indeed with the TCRs we know for fact progress towards a viable modi TCR has been made..,,, 'Lenti-viral transduction of T cells now working in the lab, 40 TCRs recognising citrullinated/homocitrullinated epitopes to screen '..... And the MaB market and potential there we know about too... so yes ever hopeful but it is not a case of there is nothing to have hopes about and imdeed a commercial deal can appear any day! We won't know when until it does :)

Wonder will we get a vid from LSX event? ... surely a presentation doc on the website...

But we know of 2 pharma/bios at least taking an interest in scancells pipeline BioNTech a now $4.5 billion mcap NASDAQ listed bio and another with 'one of the major players in the antibody development field'
plus we have tangible evidence of Genetech interest from Ira Mellmans involvement in project blueprint..
No guarantees anything will come of these but it only takes to first one to get in.

Cliff Holloway:

' IND: We will update the market when the IND is open not on application. It is treated as a new submission but obviously we and Ichor have LEARNT A LOT from our previous dialogue.'

Let us hope that translates into positive news :)

I doubt Diggle would take on that role.... him being self-confessed not from 'biotech' and I do not think he has taken that role on elsewhere either?..... Ursula or another trusted associate of his, however.....

They once had some equity shares in scancell... dunno if they still do?

' As per December 31, 2007, such
investments comprise equity shares in Scancell Ltd., which
is a privately held British biotech company. As no fair value
can be determined reliably, the investment is measured at
cost, reduced by impairment losses.'

' In 2006, Genmab sold half of the
investment in Scancell Ltd. at original cost price and
accordingly an amount equal to the impairment loss of DKK
3,592 thousand recognized in previous years has been
recognized as a gain on disposal in the income statement.'

We need to be catching them up!

Thanks, boom now that makes sense.... I'll offer them some Avidimab :)

Obviously our SCIB1 combo is very paused :)

I wondered if it was something like that.. but how do you pause a trial!? Do patients still get dosed?

Boom page 40... says that MaB trial is currently paused...

TCR is there :
https://investors.biontech.de/static-files/9e092ed7-1f57-4883-aa74-2ada08218e02
page 17.... obviously it does not feature in their next 12 months of exciting clinical plans as they do not have a clinically ready TCR product yet... which is where scancell come in ....Eli Lilly have been paying them since 2015 to come up with something too

Of course...as it is no longer a US trial..at best it'll have a US arm which KF will be involved with

I'm glad you got it.... but then again I knew you would :)

There will be newsflow though :).... can you predict the next RNS?

The answer will be there has been no sp shifting positive news and that there are still sellers... however there are still buyers too... anyone selling now is likely selling at a loss so 5p does indeed offer resistance... how long it will last? well... no newsflow and it will keep being tested but then it becomes a game of how many are willing to sell at a loss and how many are willing to keep buying or indeed looking to buy in.... that'll be the shape of it :)

data before deals is something we have been told by our BOD in past though I think more recently they have stepped a bit back from that .... We know most tiny bio companies get partnerships before they get data.... yet scancell has data and no commercial bio/pharma partners.... Of course still ever hopeful they just begin to appear one morning all kind of casually but we have been in this game a long long long time with no such action.... As I've said have to look at scancell as 3 parts the 3 platforms and failure to get a deal on one does not mean that will be same for others... all about pharma interest.... but yes also you need the team to successfully flog the goods!