Member Info for crumbs

Pipeline I/O pipeline troubles.... Just a phone call away Astra just a phonecall away

https://endpts.com/astrazeneca-drops-an-ox40-cancer-drug-candidate-in-q4-pipeline-cleanup/

Yeah RNS tomorrow FDAs sorting out its paperwork lol....

Totally agree... Also, you would think seeing as they helped pay for it Pfizer would have green-lighted the device as usable too... just an issue of bureaucracy

Well, Ichor being able to say look it is already in trial.... and no issues must give them a strong hand and especially as it is with J&J in a large trial but obviously the FDA must require some extra info than the Europeans asked for... Ichor you would think would be super keen to sort it all seeing as they will be using this commercial device from now on in all trials...As far as I know and what scancell tell me is everything the FDA has asked for has been provided by scancell and Ichor tell scancell they have done likewise.

It seemed to be more to do with the actual device... though scancell had to do some tests and provide that data too...It is probably just the fact it is a new device... Inovio had the same issues with the FDA and their new device version...it all got sorted in the end.

Yes exactly Wild.. it seems to be more a formality not a fatality ... but wherever there is room to push a doubt you will get those pushers lol and of course, the slip of timelines issues is unfortunate... anyways let us hope the FDA is actively looking at the information they asked for from scancell and Ichor and will soon send us our 'letter' ...

Small bios are high risk... but I think this is where having a deep pipeline is important and scancell having the potential to target most kinds of cancer and 3 platforms to do it gives us at least a little cushion and more than one shot on target ....however we are far behind Motif in clinical data as I believe they have a ph3 asset?.... it could well be a market overreaction to the FDA asking for more info?.... well we all know about market overreactions here! And we know about the FDA asking for more info... but seemingly here it is ALL scancells fault and to say otherwise makes you a part of a team hype:)

Yeah, that is bad for them... least it shows the FDA is operating though....

We still need to 'sell' what we have... to think you can sit by a phone thinking ...oh look at this data on 25 patients Merck is going to be calling any moment now!...silence lol.....

Luckily scancell do indeed flog (or at least try to) their wares,we can expect to the get data presented at the likes of ASCO and AACR and most valuable of all and something that does not get valued here as we saw with getting into last 10 of 130 odd entrants of GC only to be punished .. scancell have got Keith Flaherty one of the best-respected clinicians in his field to run the SCIB1 combo in the top US clinics... that is something all of the hundreds of keytruda combo trials would surely give their eye teeth to have and a priceless door opener straight to pharma.

I should not think our board are reluctant to strike partnerships!... It is true nothing commercial has come from any of the relationships we have so far though I suppose CRUK SCIB2 one is the nearest thing to a commercial deal we have at this moment... I think moditope will get commercial deal/s we already know of the BioNtech TCR potential... there will be others.

We can only go off fundamentals that scancell tell us have not changed.... we await news and as ever the waiting period attracts more sellers than buyers as patience is worn thin... still plenty of potential sp changing news to come... but unlike GC none of us know exactly when any of it arrives! That was the one thing about GC at least it had a date attached to it... H1 is so vague

deffo a buy...

It's like being a hardcore City fan before the Arab money arrived :) .... when sp hits 6 quid you can reminisce about the 'good old days' lol

Least it is nice to know there will be a 2020 AGM and it will be with millionaires and free pints!....

I'm just hoping maybe they have given proactive a heads up that maybe we have heard from FDA but who knows... till the RNS arrives... it certainly would be a relief to get that trial finally moving it has been so long and would be like the lifting of a cloud.

Are they ramping! lol

'In May 2018, investors got behind the business, backing a placing and subscription and open offer of new shares that brought in £8.7mln before expenses.

Those shares were sold at 12p each, but since then the stock has drifted steadily back, currently trading at 6.30p, valuing Scancell at £25.79mln.

News on the start of the phase II clinical study of SCIB1 in combination with Keytruda could see it return to the £50mln valuation of the May 2018 placing price.'

I'm not gloating on any losses... I'm interested in how companies such as scancell and nantKwest get valued .... and my conclusion is they really don't until valuation and validation arrive in the form of outside money i.e deals and trial data ...scancell have some validation which I think has been under valued by AIM but it has no valuation yet ... that could change with a BioNtech deal... I do not follow nantKwest since its IPO and was actually surprised at its continual fall.... hopefully everything turns around ... do not be so glum or you might start ageing! :)

The whole thing is perplexing... it does seem there can be IPO fever with nothing actually backing the valuations...BioNtech I think are exceptional as they really do look like a big pharma in waiting they have the science the drive the deep multiple platform pipeline and the premises and staff plus they have the funding and they have the deals... So that IPO valuation I think we can understand and I would not be surprised if they do list that their sp went from strength to strength on trial successes and final commercial production ...others though seem to be more about hype.

Surely are about pipelines.. heard grumbles here about how scancell do not concentrate on one product! What are you joking scancell have 2 possibly with glycan MABs 3 potentially disruptive pipelines capable of targeting more targets than a Big Pharmas pipeline.... Anyone about to IPO on NASDAQ would fall over themselves to have such depth in their pipeline.... the only thing we need remember is nothing has been valued here ... A TCR moditope target? No idea but going off other deals.... at least $8million upfront and $250 million in milestones for one target! moditope could potentially target every type of solid tumour cancer ..... potential here is fully intact :)

If it is to list on NASDAQ is looking at a $5 billion valuation... it has no PH3 trials no commercial products... however I do get how BioNtech would acheive $5billion .... it has solid backing it has multiple big money deals with A list pharmas... plus one small but possibly game-changing collaboration with erm :) ... and most importantly it has a very science focused pipeline covering many bases mRNA vaccines MABs CAR T TCR etc covering many cancer targets and moving into infections too and all the labs and manufacturing facilities to make it a rapid Big Pharma....so BioNtech I do think is worthy of investing in