Member Info for crumbs

So there it is... basic to the point....

One thing of note.... something new has appeared:

'· Modi-1 is being developed for the treatment of solid tumours including triple negative breast cancer, ovarian cancer and head and neck cancer.'

head and neck cancer?....

Keith Flaherty... who will be 100 by the time he gets to run the SCIB1 combo trial :)

If we do get an RNS I hope there is some kind of progress report included (probably won't be though))
And though scancell is now in the strongest IP position it has ever been in I doubt market will be much bothered by the patent grant.... for others however it may well be the final box they have waited on to be ticked for them to part with substantial funds and complete a deal/s... here is hoping!

I do not think the BioNtech deal is holden to US patent granting myself as it is not really BioNtech doing a deal on gaining moditope IP... its about TCR targets so IMHO that deal comes when those candidates get identified and Sahin is satisfied they are worthy of taking into the clinic no real way of knowing how close that is just that they ought to know H1 this year(so anytime now till end of H1).... however a partnership deal on either modi1/2 or the whole moditope platform would hang on such a piece of vital IP protection... And scancell have told us they are in 'muliple' talks there since at least last April but probably far longer... And I reckon it will be with quite a few pharma names like I say their lack of interest in ImunoBody is not indicative of lack of interest in moditope... moditope so much different and so more attractive due to its field grabbing potential.... Not sure when patent gets granted think Konar who knows these things said Tues so possibly today... anyways if it comes it is a vital piece of IP protection and potential deal sealing news

Hope he is well... and all that red today I think he would quite rightly report as buys... know one was ;)

All I know for sure as it is what scancell have told me is the collaboration with CRUK is 'solid' as is the one with BioNtech ....solid as in as hard as C7 at an AGM :)

Ray, I might be wrong about it but I do seem to remember someone posted that here they managed to get that info and also maybe info on the timelines... If anyone else can remember and remind us lol

I thought someone( forget who) heard the SCIB2 patient numbers somewhere... maybe AGM? ... I forget but seem to remember they were going to be high...80 or something? ...

I also should add... getting a deal around moditope is completely different than not getting one around ImmunoBody... though in SCIB2 we actually did... but you know what I mean real money attached deals with clinical progress costs covered... Evans has already shown how much work RG did indeed do trying to flog SCIB1 wearing out his shoe leather as it were to no avail... we know why ImmunoBody is not the most attractive platform to pharma at this moment... but moditope is a totally different fish and one that has gathered interest from the field from its very announcement... it has progressed to a point now where it is ready for the clinic... it needs no antigens (the bane of most therapies including ImmunoBody) it could eclipse checkpoint inhibitors and CAR Ts- patent landgrab attach a value to that! ... tumours melting away 3 days after a therapeutic dose.... most cancers targetable ....lets see what happens.

I'm not sure there is 'unbridled optimism' here you know everytime sp goes down the sentiment goes down too.. this week deadly a usually optimistic holder showed his very understandable frustration... you can see it on Twitter too... often in comments under RG's tweets... you can hear it on AGM recording!....

The only thing I can say is... nothing not a bean of scancells IP has been valued - yet!
And that is why sp is and will go only one way - down.... of course patent news the FDA giving greenlight are all buts of news that can give a boost but they are short term... the only thing that is going to transform sentiment here is money coming in and money coming in from a non dilutive source i.e a deal.... though some leftfield China or other investment would do it too...

So... how close are we to a deal ?... We do not know but we know probably closer than ever....Samantha Paxton (TCR expert) hired 'spearheading the new TCR THERAPEUTICS'...what new therapeutics? oh, those will be the BioNtech ones!...

Head of manufacturing hired why?.... ohhh modi1 is going to be going into trial...but how !! We are have not got those kinds of funds in the bank hmm...'in multiple partnership talks on the moditope platform'

No 4p raising has appeared to pay for anything yet.. so it is a gamble it it is a risk you should not take it if you can't handle losing your shirt but scancell IMHO has never been more deal ready.... throw in possible MaBs or ImmunoBody action too...it is not

The truth about scancell is no one ever knows what the next RNS may say...... yet it is company that has a pipeline made up of 3 novel platforms made up of at least 6 potentially game-changing products but potentially many more with many cancer targets covered ... and we all know that Immunotherapy is a revolutionary market with the endgame of what products will survive far from certain!.... and deals done for $$$ as pharma battle it out often blindly to have a stake in the future....
So basically this is a company where a transformational RNS could drop anytime.

logic and sentiment are not happy bed fellows...

There is the other possibility...FDA are to blame...We do not know I think so long as both scancell and Ichor have now given them all the required data it's just a question of not if but when the green light is given... Definitely been a costly experience and hopefully one much has been learnt from, remember though Inovio went through it too with their new device so it's not just an only us thing.

Yeah ha, always an angle :)... To me looks like they are getting serious... they believe their device will have a commercial market but first they do need to get it approved and the way for them to do that is - trials! ...as from those will also come the products that will commercially use the device, SCIB1 for example... but Ichor have quite a bit of clinical activity with only J&J currently using the new device.

Also considering scancell is about to go into administration or have some bargain basement firesale any minute now :) it is very strange for Lindy to bring into scancell that last piece of her patented tech and Nottingham to agree to it ! Or maybe she knows something we as of yet do not

Yes I huge improvement... and that disclaimer is correct as they do not have a commercial approved device yet ( you can't just buy an Ichor device) ,however that new device is ready for commercialisation which is why they will be so very keen to get it into trials!

I think it is from 2017/18
https://gtr.ukri.org/projects?ref=MR%2FM015564%2F1

click on outcomes.... we now know that outcome

I was more interested in valuation using the figures and your formula....accepting that of course it is all potential worth on that platform until proven in trials and partnered with a commercial partner.... but those are big figures £1-2 billion a year on two products from it...

Just on valuations... I know this is not going to be a real outcome as such here but just for a little example of your valuation technique... Here is info on what the new Glycan MaBs could possibly be worth as in there are real figures attached.... so if you went off these figures as fact ( they aren't and won't be) and imagine scancell got all the income (they would not) and scancells shares in issue were same as they are now and discount ImmunoBody/moditope.... can you give what would be a realistic value going off the given figures?

'Commercial and economic impact
Nottingham University Therapeutic Antibody centre (NUTAC) has been established to develop and licence monoclonal antibodies (mAbs). Professor Durrant has had success with this process through her spin out company Scancell Ltd using external investment. The current business model is that NUTAC would develop and licence new mAbs using University (£500k)/grant (£500k) income so that all future income flows to the University will enable development of further mAbs. We have produced four mouse mAbs which show selective in vitro and in vivo tumour killing. Chimerisation of those mAbs to human IgG1 mAbs coincided with a reduction in potency. The current grant is designed to confirm the key residues in the mouse mAbs that are required for this increased potency and to transfer it to the human mAbs. This will not only allow us to produce 3 novel human mAbs for licensing to the Biotechnology/Pharmaceutical industry but could form a platform to improve the efficacy of all human mAbs.The top two lead mAbs, FG27 and FG88, could potentially treat 214,500 and 421,500 patients per annum based upon the % of tumours that express the target antigen. These are patients who currently have failed all other therapies and die of their disease. If we assume market penetration of 50% and a treatment price of £10,000 per patient this is a potential market of £1-2 billion.

Patient Benefit
Our mAbs can be used in the treatment of a wide range of cancer patients. As they not only directly kill tumours but initiative immune responses they should confer similar survival benefits to the new checkpoinhibitors which are currently curing 20-50% of advanced melanoma patients. If our mAbs are used to treat over 300,000 patients per annum and a conservative 20% are cured this could result in saving over 60,000 lives per annum. '

Get that coffee into you! :)
Well I suppose it shows Ichors commercial ambitions are serious so that can be no bad thing for scancell also Pfizer helped pay for it yet seemingly are stuck with the old device for their clinical trials using electroporation... anyways like you and all of us here I just want it to be used in a scancell trial ASAP!

Well they have submitted everything asked for so... and their old site was dire... Still waiting for scancell to upgrade their site... nice to see the new ichor device looking all flashy and commercialisation ready though.