Member Info for crumbs

If she had the option to do a deal on Moditope she won't I can tell you that much! .. Because you know we just need to do this bit of more work on it and we just need to see how it works with this and we just... you get the picture meantime the bank account has run dry :)

No1 priority ought to be Sealing a deal on both ImmunoBody and Moditope platforms to take

them forwards... to be able to do the sciencing that is becoming obvious still needs to be done especially on moditope and that is the thing they are great at that they love a challenge they come up with solutions... all costs time and moooooney...And they should make that intention to do deals on the vaccines clear to the market

If only the 'huge enthusiasm were to commercialize

I wasn't here to be doing ph2s funded by our dilution ... I was here for proof of concept through small but significant trials and either partnerships or a full sale... i was always more for the partnerships now I find myself in the I'd take a quid from a pharma taking the lot... even though yes the 8 quid potential remains even from the mAbs ... and there is the thing she could do the lot all of it all the science she liked if she just did a decent pharma deal..... BioNTech did loads on even no data at alll

'The most frustrating part of all this is after 10 yrs + is it felt like finally we were getting our just reward for it to only vanish again (temporarily hopefully) and I’m sure I’m not the only one feeling this way .'

100% it is not like any of us want to be back here ... but this is where the adventurer that is scancells SP has ended up.... again!... At least this time it has more in its engine as it were...

To me they should do that Q&A but ... not expecting it ... made my feelings of what is wrong here the other week I think LGB&CO ... put it nicely too

'Crucially it looks as if the new chairman (see below) has brought some focus to the company and they stressed their clinical-stage cancer vaccine portfolio,and seem to have put everything not in the clinic on the backburner. This is a change from what has sometimes seemed a scattergun approach in the past, informed by Lindy Durrant’s huge enthusiasm for developing the science that was coming out of her lab. '

I lived through the great post-2015 AGM of doom drop to 3p :) ... It's like coming back to old waters but the boat is so much different back then it was all holes and sails falling apart...

I'd love something from Scancell would love that Q&A I expect nothing but the great CIMT AACR Sept data reveal... And a big told you so ...

Https://www.lgbco.com/quoted-landing-page/the-future-of-healthcare/scancell/

If it is RG I think GF has his number and could clarify it.... otherwise ....its still Berm :)))

'The market fell sharply on the 12th: it was unclear at the time of writing whether this was related to selling from management option exercise- whilst CEO Lindy Durrant has had options expiring in July extended, one former director is facing an expiry. '

LGB seem to think it could be an ex-director RG? I dunno I'm still p'sd with the RNS :)... Breese of LGB knows RG they did that interview together....

Have up dated their page:

https://www.lgbco.com/quoted-landing-page/the-future-of-healthcare/scancell/

Funnily they don't mention a cobbled together RNS of confusion where it is even impossible to read between the lines as they are so blurred as a potential reason for market reaction :)

We are now seeing the Modi 1 cascade effect kicking in😏

What to say...at some point we'll reach mAbs value....Q&A please appear

It is also possible the TNBC patient is indeed the only other full-dose patient other than Trish that has accumulated significant reportable data in which case you can say it's positive.. We know there is also a Male Head and Neck and another TNBC patient... The other confusion is that modi 1 is now for CPI combos only and Scancell have somehow decided that is where it will work best .... Well the way I read it is Lindy is talking about the Ovarian cohort only there... as how the heck on only 8 other patients in other Targets whom there is still scant data could they come to that conclusion.?... yet I do see how it can be read the other way too

FFS Sancell I hope you have indeed given that PHD student this RNS to rewrite and re-release it tomorrow with clearness and absolutely no confusing vagueness...

They didn't bother giving any data for the re-appeared SCIB1 either yet they must have plenty ...

The non Ovarian full-dose patients .. of which there are now 8

If you go off the ASCO poster there were only 4 fully dosed patients by then and of those only Trish was evaluated meaning the others had only just recently joined the trial this is why I think people who think only 2 patients Trish and the TNBC with longterm stable... Are left on the trial are probably wrong and that is just because they do not have evaluable data on at least 4 of the others... Which I would expect will make the CIMT AACR presentation...But why Scancell cannot make such things clear ... well we have been through that already ! ... Also I would be very very surprised if Ovarian somehow had the best modi 1 mono result considering it is probably immunologically the hardest target and Head and Neck has already seen tumor destruction but again that is just my take

Let the fun begin again Tomorrow:)

Well here is the Webinar for that share and I think you can work out the reason for the SP nosedive over the last few months and why this webinar has rebuilt confidence... Still, a great buy in price BTW, and the sp drop reason still remains so there is still a risk but likely to be soon resolved.... potential there is massive ... potential here is massive too :)

https://www.youtube.com/watch?v=TH_VS38ftYA

'Scancell has developed a novel technology platform for producing monoclonal antibodies that recognise glycans with high specificity and affinity. The platform has generated revenues and the antibodies continue to yield compelling results which have led to a new 6-month evaluation by a leading Biotech company. Additional in-house data has illustrated the potential of our antibodies as chimeric antigen receptor T cell (CART) therapies providing the data for a deal with a cell therapy company. These results along with updates on SCIB1 and Modi-1 will be presented at the AACR-CIMT meeting in Milan in September 2023.'

Then you listen to Lindys proactive and can anyone else tell me if it is an evaluation with a CAR T player? or what's going on beyond there are 2 interested parties and one of them is doing a 6 months evaluation involving their 'own tech' which is why I think it's a CAR T player... confusion. com lol ... Why can't we just have clear details

Still, something to look forwards to as the sp strives towards 8p

Rest does it too :)

Yeha begins with M still awaiting the big un news wise but after that expect fireworks and rapid commercialisation...

I do feel the push to be more commercial has come to Scancell it could not be any less commercial, could it... there are 2 companies here the mAbs and the vaccines we are not getting fair value for the mAbs one that is already commercial and hopefully will soon be even more so... It is now with data time to commercialise the vaccine side too... Is Lindy ready to is the question I'd be asking ...

Hmm, I don't read it like that to me there are 8 non Ovarian patients of which only 2 we have data on and those cohorts continue to be recruited they will be slower recruiting because of other therapies being standard care -Trish failed to have a positive CPI response ... I'm not sure anyone said the partial response would go complete? of course, would be great for her...

But the way Scancell write RNS's I agree we can read it all different ways!!!... Is the resected cohort still on?... dunno

I've fine I've let this get me riled because I saw this drop as unnecessary and like I said they could have put out 3 very positive RNS's with proper details and a commercial slant to them all.... but they decided not to...Of course, the way investment-wise I've played this is down to

me and I've had to have a little re-think :) .... You have to learn the hard way sometimes...potential remains massive risk is still high...

Q&A with LD and Cossery would be bussin... and probably clear up a lot... Another investment of mine has just done it and it has worked wonders...

Just remember it is not just us year on year on year the ii's have had to report that their Scancell holding is down again.... It will matter less to Redmile and possible Vulpes but the others it matters... What do the investors in their funds think?

Maybe Redmile had just told Its time to be handing over some Moditope IP for big money so we don't have to pay for your ph2/3s ....

'but obviously the Modi mono therapy results in other cancers were disappointing'

Ivy where are you getting that idea from ? only 8 have so far been recruited and we only have data on two Trish a partial response in Head and Neck and a patient with TNBC who has long-term stable disease... those cohorts are still recruiting... Ovarian recruited so fast because there was nothing left for those patients

I expect the other targets to do a lot better than Ovarian... CPI can only do 9% in that target Scancell hit 44% with 25% remaining on continuation....think about it....

Cliff did tell me he was hoping to do a modi-1 deal ....

We have all taken the full trial risk so as not to dilute IP

I wonder what Calculus make of their journey here? There does seem to be a dig seller/s

Redmile/Veulpes need to proactively drive the commercial direction now or risk running out of money and needing a massive raise as timelines have now gone to a decade towards getting a product approved via PH3 success ...We are not a pharma we might have the pipeline to fill one ... About time we get a Roche like Genentech did back in the day a full pharma partner that will know will eventually buy out the company