Member Info for crumbs

Yeah, I would rather a fiver :) ...anyways possible RNS tomorrow...

But it all fits in with AIM being the wrong place for a company like scancell at this stage... companies like scancell need to beging with private investments and only list on proven techs with deal/s already in place... I think our BOD know it too... hence the whole lets split off moditope... we can say luckily for us DE(seemingly) resisted and that is now history... the science of course is abso-loot-ely fundamental to true value ever arriving here but scancell have done it the hardest route .... BioNtech is the example of how to do it... wait till they list you will see an mcap of billions and a stable sp...

We sorely need tech valuation... BioNtech still looking most likely.... but when

'Studies with adoptive transfer of low avidity T cells failed to control tumor and only when combined with PD-1 blockade resulted in tumor regression [23]. In line with these studies most vaccines that show synergy with PD-1 blockade have not shown regression of established tumors when used alone [29–33] and induce low avidity T cells [30]. Their results demonstrate that it might be possible to rescue a poor vaccine and/or a non-responsive anti-PD-1 tumor by using a combination but then the survival is still very low. In contrast, our vaccine alone gives good survival and anti-PD-1 alone shows therapeutic efficacy in 50% of the animals (similar to results in melanoma patients) but the combination gives an overall survival of 80%. We show additive rather than synergistic responses in the anti-tumor responses as it would take very large numbers of animals to show synergy. We do show synergy with T cell infiltration.'

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5347755/

I didn't see it had a chat facility over there, is it something new?

Doing it the hard way... You can understand the BOD debate of spinning off moditope to be backed by private funding...

1 The sector itself is evolving and producing new
types of life science businesses. Through 2018 we have
seen companies making the most of AI in healthcare
innovation, from improving drug discovery to enabling
treatment compliance. This challenges us as a sector
to continue to explain to generalist investors not just
the innovation but the route to revenue of these novel
business models.

2 The number of sources of funding for UK drug
discovery is expanding. US private investors are
increasingly comfortable and confident in investing
in private British companies, as growing from the
UK to IPO later on NASDAQ becomes a recognised,
understood and well-trodden path. In 2018, our
sector has also received greater interest from other
global investors, especially from China, who see and
understand the UK opportunity. And at the same
time, global pharma corporate venture continues
to invest heavily.

3 In the UK public markets, the sector is operating
with fewer analysts and fewer IPOs than a generation
ago. On the positive side, the London market
has established a global niche in supporting IP
commercialisation companies, which diversify the
risk and provide a portfolio of life sciences innovation.
However, AIM doesn’t have the depth of drug discovery
companies to enable a vibrant market. It has also
experienced disappointing clinical trial results in 2018
and hasn’t accessed all the opportunity of recent
cell and gene therapy plays. This hasn’t affected the
companies but means the London market hasn’t built
the positive experience and value it might have.

I can find the risk.... the risk is the trial not happening or the trial happening the data being better than all comparable and Merck go and do a deal with loads of other lesser techs but not scancell...

But AIM is pants!
'New figures published today (Thursday 24 January 2019) by the UK BioIndustry Association (BIA) and Informa Pharma Intelligence reveal that the UK biotech sector raised a record £2.2 billion from investors in 2018. The total is the best ever recorded by the trade association and almost double that raised in 2017'

https://www.bioindustry.org/resource-listing/confident-capital-backing-uk-biotech.html

'The UK biotech sector attracted record sums of investment last year, but just five companies went public in 2018 and London’s junior investment market Aim still lacks “the depth of drug discovery companies to enable a vibrant market”, according to an industry body.

Investors ploughed £2.2bn into the sector in 2018, up from about £1.2bn the year before, as appetite for UK innovation remained strong, according to the BioIndustry Association, which examines performance and trends among smaller companies, many of which are yet to turn a profit.'

https://www.ft.com/content/836832c2-1efc-11e9-b126-46fc3ad87c65

It still requires a trial... otherwise why is it not approved and marketed already... yes we can say scientifically the chances are great but it has to go into patients... a new cohort of patients.. so though you like being absolute in it cannot fail.... you do not know till you know

It will get all the headlines, however if SCIB1 then gets better or comparable data it could be a blessing... as for falling behind when was the trial originally meant to begin? 2016?.I just looked at my calendar we are in 2019 already!... so come on FDA and team scancell/Ichor lets be having it!

Going off the accumulated data from both the trial and the supporting preclinical data in PD combo with the whole scientific rationale supporting it makes chances of failure much lower than chances of success... however we need the blinking trial!... Genentech/BioNtech just started their keytruda combo melanoma trial and I expect that trial to show success too ... we are slipping behind

Battle ground.... I know a platform that could eat up some of the adjuvant market

'But take NSCLC for example, the Credit Suisse analysts said. Only 25% of patients with the disease have their tumors caught early enough for surgery, but the analysts still believe it’s a $6.5 billion opportunity, “driven by the sheer size of the market and the potential for longer durations of therapy.”

And while there’s still much room for I-O growth in the metastatic market for the foreseeable future, in the long run, adjuvant I-O therapy could “cannibalize” the metastatic market. As Divan’s team sees it, expanded use of I-O drugs in the adjuvant setting could lead to a reduction in relapse rates and a shrinking of the metastatic market over time, and patients may not be considered for metastatic I-O if they fail in the adjuvant I-O setting. That means Merck has the most to lose from a shift toward adjuvant therapy, but the company is “well-balanced” with its own projected adjuvant sales of about $6 billion, Divan said.'

https://www.fiercepharma.com/marketing/bristol-myers-roche-front-seats-burgeoning-i-o-market-worth-29b-analyst

Trial just begining...

https://clinicaltrials.gov/ct2/show/NCT03815058

Well if SCIB1 combo does get going soon we are going to have some competitive data comparisons...

Yeah... blue everywhere! :)

Before you know it you will have a passion for blot staining....

The fun and games of AIM... hope you are right about newsflow.. it does feel we close to 'something' anyways we get RNS 30th no?

That is actually rather interesting, thanks... if I could get my head around it all :)

Ruck surely rats got 'lines' ... he put it to later good use :)

Yeah,I get that rats...and for 100% sure if anything negative was coming through about our patents and you can bet we would be hearing about it on here and elsewhere and yes it would show in sp.. we LTH can remember the day it seemed the moditope patent had been withdrawn when infact it was all just part of the normal process ...
What we can now conclude is having a strong patent...'landgrab' ...position means moditope is now much more likely to attract deal/s especially considering the progress made on that platform since its discovery and that modi1 is very close to the clinic with (as far as we know) all niggly manufacture issues sorted and hopefully tox studies if not completed nearing completion...

Thanks Konar.. deal ready :)