Member Info for crumbs

I'm tellin ya!

'The Company is continuing discussions on potential commercial partnership discussions for the Moditope® platform alongside its clinical development plans, with multiple partnering discussions in progress.

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Additional Technology Agreement

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Today, the Company announced that it had entered into an agreement with the University of Nottingham to acquire a number of novel monoclonal antibodies to tumour-associated glycans alongside the acquisition of a proprietary technology to enable the modification of the constant region (FC) of a human antibody to allow direct tumour killing. The Directors believe that these acquisitions complement Scancell's existing cancer immunotherapy platforms, ImmunoBody® and Moditope® and will broaden the strength and potential of Scancell's immunotherapy pipeline.'

Though she must have been willing to let go of ImmunoBody as that was the original plan, to sell on data... I doubt she feels the same about moditope.... interesting she brought in the glycans now too... so she must be confident that her techs have the best chance of going forward by being in scancell ... she knows a hell of lot more than any of us how that is going to happen...and at the same time the glycans came in it was announced moditope partnership talks were underway.

I said 'upfront' as in that would be first cash payment :)
headline value... who knows!... potential $ billions on modi1 alone

Exactly... Also it may be hard for some to believe but if it were a whole moditope platform deal the upfront could well be in excess of $100million....Such deals take time and rely on agreed stages being met moditope has never been more deal attractive IP protected and key staff recruited...

We already know ImmunoBody has value in as much as it 'works' and is now rather well understood by scancell and accurate predictions of its results in patients can be made with supporting science...... trouble is scancell failed to 'monetize' ImmunoBody trial success ...no deal... well ok a deal on SCIB2 and to me a great deal however with no money upfront attached it has little market value attached until scancell are fully funded to get through all trials...The SCIB1 combo farce continues and has been very damaging even though that trial ought to bring the data and attention due to who will run it and where that will indeed monetize that platform... I don't write off the possibility that we could still get something off the ImmunoBody anytime simply due to the change in IO landscape and that CI need combos to continue to dominate market share....

Luckily we are not just a one product one platform company... we have 3 platforms, we know most attention and excitement is with moditope for very real reasons and to me the failure to get money from ImmunoBody does not mean that is the case for moditope or indeed the new Glycans.... If we look at how baby bios do it and become successful they do indeed need to get deal/s at as early a stage as possible and then data decide the rest... so really very hard to value scancell at this moment in time beyond what kinds of deal/s could we see and what figures would be attached and on that we are looking very pretty... as deal/s in IO have big values attached and any would transform scancell at this stage.... till we get a commercial deal ,the risk here is constant dilution and uncertainty so investing here still a gamble but one that could pay off fast and one in techs that one day could have a big share in an emerging market that is being valued in the hundreds of $billions.....

Interesting angle Ray... Possible especially seeing as CRUK gave 30 grand to the project...

The appointments are the most positive news in many months... shows things are moving and indeed we are more attractive to suitors indeed is possible someone demanded such appointments as part of an agreement leading to a deal.... Paston is most intriguing with new 'TCR therapeutics' obviously we think ahh BioNtech but there could be more to it than that she was pivotal in the development of immtacs- immunocores platform and is quite the TCR expert.. Karolinska seem to be involved in the TCR angle of moditope too... Is it possible Lindy and co are up to something beyond BioNtech to do with TCR?... Certainly would not dismiss it... so much going on ... like glycans whats happening there..

I sometimes get the feeling there is a bit of detachment between real scancell that being Lindy and Sally's team science which involves Notts and others Karolinska and BioNtech now too etc and team Chippers of which Cliff is a member... I suppose it is hard for them to keep up to date considering the amount of things team science is up to...

C7 corner him! ... Your right you won't get too much out of him but there are things he may well be able to give more than we get via RNSs... for instance the reason sarcomas has been dropped in favour of head and neck at such a late stage... how far or indeed has mod1 finished tox testing etc etc... quite a few things which could give us a bigger picture... he never wants to tell me anything about nano delivery of SCIBs for instance! Surely none of those things are things that can't be answered

A takeover by VAL!

Yeah, I'm in agreement with all that too... Of course, until we do know we don't know.... I would think BioNtech would if they are taking their TCR program ahead using moditope to get those all-important neo-antigens that elicit a CD4 killer t cell attack want to get it done before their NASDAQ IPO but ultimately it depends on what has is and will be going on in the labs and if that is all good and so far that is what we are told... looks good for that deal...
I do not discount other possible deal/s, especially on moditope.... also there could be more to TCR than BioNtech now we have Samantha and also Karolinska seemingly looking at moditope in that area... hopefully Cliff has something new to give at the proactive presentation and if not that C7 gets something out of him after it :)

Easy for us all to understand article and video by James Allison

https://www.survivornet.com/articles/nobel-prize-winner-whats-next-for-using-immunotherapy-to-save-lives/

Immunotherapy is definitely the place to be ... though what treatments that end up dominating the emerging market is far from decided...

Market dominance march continues:

'The indication for pembrolizumab (Keytruda) has been expanded by the FDA to include the frontline treatment of patients with stage III non–small cell lung cancer (NSCLC) who are ineligible for surgery or definitive chemoradiation, or metastatic NSCLC, with a PD-L1 expression (tumor proportion score [TPS]) level of =1% and do not harbor EGFR or ALK aberrations.1

Pembrolizumab monotherapy was previously indicated in the first-line setting for patients with metastatic NSCLC and TPS =50% whose tumors do not harbor EGFR or ALK abnormalities.'

https://www.targetedonc.com/news/pembrolizumab-approved-by-fda-for-lower-pdl1-cutoff-in-nsclc

More good news for Lung cancer suffers in UK:

MFINZI - the brand name name for durvalumab - has been recommended by the National Institute for Health and Care Excellence (NICE), which determines drugs used by the NHS.

Professor Corinne Faivre-Finn, professor of thoracic radiation oncology at the University of Manchester and honorary consultant clinical oncologist at The Christie NHS Foundation, said: “The availability of durvalumab is a watershed moment for lung cancer in England as it will change how we treat patients with stage 3 disease. Stage 3 NSCLC is potentially curable but unfortunately with current treatments most patients will progress to advanced disease. Now, for the first time in 20 years, we have access to a new treatment option that has been shown to improve survival outcomes.”

Each year, almost 6,250 people in England are diagnosed with stage three NSCLC, which is where the cancer has spread within the lungs and possibly the lymph nodes but has not reached other parts of the body,

There is a chance to cure the disease at this stage, before it progresses to stage four (metastatic) cancer, when the aim is to prolong life and provide palliative care.

https://www.cambridgeindependent.co.uk/business/astrazeneca-immunotherapy-for-stage-3-lung-cancer-patients-now-available-in-england-9066056/

Blue skies up here too but still a bit of a chill in the air.... 'freedom pass' :) hope you make full use of it.... scancell have always attracted doomers and some of them have been persistent for many years but the simplest of facts still remains the IP has never ever been valued yet it has increased a huge amount.... the only thing they have now is scancell have never managed to do a commercial deal which is true but does not mean one or more are never coming as we see with getting into TCR scancells IP is only increasing .... yeah timelines wise we can't know we only know the work is never stopping and we know there are interested parties with deep wallets so at some point everything ought to come together and we will either be in for that moment or out... I choose to be in but understand others waiting for such news to get in...if by then they can of course :)

Worth viewing to help us all understand a little better what it is scancell and BioNtech are up to in identifying TCR candidates... thanks to our Oxford neighbours Adaptimmune...

https://www.youtube.com/watch?time_continue=53&v=zdI8IGXoQd0

Probably be Sanofi

Is that how lowly you value the kids!!!

Ooh, this might get us back into the top 10 BB's again :)

Cliffs away till 19th