Member Info for crumbs

I'd suppose there is seasonal selling going on... Xmas pressies for granny forcing pi to sell at a loss:) as the dream quid has once again eluded us this year...that or stockpiling beans for a no deal brexit... think I might treat myself to a few more sclpies this week....

I believe Lindy and Allison have attended some of the same events over the years... personally, though I think he deserves his Nobel for helping to get the doors open on effective Immunotherapies he is still too stuck on CTLA-4 which is understandable as it was the route that got him where he is but really his yervoy is a first generation immunotherapy that I suspect due to its toxicity and limited effectiveness will eventually be phased out as better treatments are proven and approved...

There were 8 challenges set by CRUK...of the 10 finalists 3 are meeting one of those challenges 2 are meeting another one of those challenges and the last 5 including scancells project blueprint are the only ones meeting the specific challenge set by CRUK scancells of course being the vaccine one... Now it may be that CRUK only give one prize this time around though last time they gave 4 prizes so that scancell are not competing against any other vaccine challenger and 5 others competing against each other in a specific challenge I think our odds improve... not to mention how great project blueprints proposal is!... we should not forget that £20 million would mean CRUK would be paying for a trial that accesses not just scancells moditope tech but also ISAs and more impressively Genentech and Biontechs very very expensive technologies... all in the toughest of cancer targets that otherwise would not get such attention ,seems a no brainer to me

Maybe he is already gone :)

nah cuz now as project blueprint.. and indeed the clinical interest from US in SCIB1 show us is Lindys work is being taken seriously by some very seriously connected players... the market is just waiting for one of them to make a commercial move so it can say ooh it is ok this company really does have something lol... meanwhile indeed we are stuck with AIM investor mentality which seems to be sp going up the means the share is great sp going down the share is a dog... lack of understanding of what scancell has means it will only be got when there is outside validation in the form of a commercial deal.

'The Research
In a project spanning four countries, across two different continents, Professor Durrant’s team aim to develop a better understanding of molecules on the surface of tumours – known as ‘tumour antigens’ – that could be targets for treatments. The team will screen huge numbers of these tumour antigens and use machine learning tools to predict which of these would trigger a good immune response in individual patients with cancer. Alongside this, the team will be testing a variety of ways of delivering the treatment to make sure that their vaccine gets to the tumour as efficiently as possible.

Armed with this knowledge, the team will then test their ideas in investigator-initiated clinical studies – with a special focus on patients with head and neck cancer, pancreatic cancer, lung cancer and one type of brain tumour. This will provide crucial missing pieces of the puzzle as to how personalised cancer vaccines can impact patients.

Impact
This research could result in a paradigm shift in the way we treat cancer. If successful, these templates for cancer treatment will allow doctors to easily identify which antigens to target, and then which type of vaccine to use, to create truly bespoke vaccines for each patient. As this type of treatment will be personalised based on each patient’s unique tumour, this could radically improve survival on a global scale.'

CRUK say: Eligibility
Any country
Any discipline
Any academic institution or commercial entity
Any career stage

And CRUK set the challenge... that team blueprint have got this far means they have met that challenge...

Wig ..I disagree first off CRUK would have said that to team blueprint from the very begining if that were the case... Genentech/BioNtech are already working closely together in this field but Lindy is bringing even more experts into the fray and the targets that project blueprint are going after are very hard ones indeed.. ones that they would probably not go for themselves... GC is really exciting and win would be super think I said it would probably only at best give a 10% sp rise on the day followed by a fall the day after :) ... but hopefully there would be plenty of pr spun from it and it would mean scancell being even closer to Genentech/BioNtech and of course modi3 gets a free validating ride!...that something could still go ahead even if the prize were not won is interesting though...

Anyone who considers scancell 'shares are a steal at 8 - 10 pence.'

Of course there will be a cash raising! there always has been... thing is will it this time be an AIM one... will it be coming after a BioNtech cash upfront deal?.... China?.... we do not know but yes I would say scancell need money in the next 12 months.

It does not matter how the money is shared all that matters is the proof of concept trial :))))) if modi3 is the pivotal component then we are worth more than all of Genentech and BioNtechs current progress in this area... they would need scancell

The 20 million would go to team blueprint... so the funds would be spent on a proof of concept small trial... I doubt there would be any IP dilution from any component of the team... its win win win for all involved ... I'd say especially Genentech and BioNtech as they are already chucking millions at this... and if modi3 proves to be the pivotal compenent then scancell get a validated moditope too... all at CRUKs expense which they do not mind as they are all about beating cancers and as inanaco has pointed out this grand challenge is going after the very hardest of targets for a purpose.... so basically Genentech and BioNtech are already between them struggling to make a universal personalised cancer vaccine... costing them more every year than scancell has ever spent.

From that report:

'The first ImmunoBody, SCIB1, has also
produced promising clinical results in a Phase I/II study, which compares well to
those observed with checkpoint inhibitors, while being much better tolerated.'

Because scancell cannot afford by themselves to get it to market... but it has passed its first stage it is a safe vaccine that induces a measurable immune response towards targeted cancer....no?

Surely SCIB1 has been PROVEN in the trial already?.... that swimmer chart has not been done by a kid in school that is scancell science doing what others cannot do... that was a successful trial with years of data that never ever got to the sp....now the reason for that is obvious we have not been able to do a deal on SCIB1 despite that data.. but that data is there and does not lie... ImmuoBody is a derisked platform and if we are moving away from Ichor I suggest a platform that is becoming more attractive one to potential partners as CRUK have already shown.

What do Merck and BMS do if Chinese players come in on ImmunoBody ?... we are moving away from the need of electroporation too( to me the Achilles heel of this platforms attractively )...ImmunoBody a non-toxic cheap to produce already proven to be effective cancer vaccine that will synergistically work with PD checkpoint inhibitors... soon to be shown in trial.... but there is more! Moditope a platform so novel as to be punk rock before punk rock -they all (grudgingly as they are stuck on their prog-rock obsessions) want to see what it can do... Lindy confident it will be fine just as a mono vaccine but cannily positioning it as TCR pivotal component ... then the glyca MABS.... scancell has risks but blimey... it is no one trick pony!

However... why compare ourselves to other tiny biotechs... Merck and BMS are basically battling it out over PD1... SCIB1 is not a failed vaccine... Merck is betting on ONE product....

In 2017 Keytruda’s sales almost tripled and surpassed $3.8bn. In the most
recent quarter its sales nearly caught up with those of Opdivo. Merck’s fortunes now rely heavily on its wonder drug. Vamil Divan, an analyst at Credit Suisse, a bank, predicts that Keytruda sales will be about $10.7bn in 2030—not bad for a firm with annual revenues of $40bn. But the caveat is that this estimate lies in the middle of a whopping $4bn range of possible outcomes. The firm also does well in vaccines, making $6.5bn last year, and has a robust animal-health division. Yet sales of its cholesterol drugs, Zetia and Vytorin, have plunged thanks to competition from generics, while two lucrative diabetes medicines Januvia and Janumet, are likely to be threatened by newer medicines.

Keytruda has new competition. Firms such as Roche and AstraZeneca are also rushing to deliver their own versions of immuno-oncology agents. Moreover Merck’s keen focus on oncology, and on one drug in particular, makes analysts worry that the firm is not sufficiently diversified.

https://www.economist.com/business/2018/02/22/a-pharmaceutical-firm-bets-big-on-a-cancer-drug

Worth pointing out SCIB1 did better in human trials than in mice...
Scancell still to be properly valued due to nature of the business... however.. first little bit could come via BioNtech who were allowed to get a look in at moditope before anyone and offered a none scancell IP diluting deal to help them not us lol... bio timelines are a real drag though understandable.. but surely 2019 should be out year of first fruits... has SCIB1 unmatched trial results been priced in? no... SCIB2 getting a free ride to commercialisation... no... moditope landgrab patents of a platform that could be an industry ... no.... scancell is a share like no other as it is part of a revolution that has only just begun we can't even really compare it with other bios...

Thing about valuations... bet you if sp were currently 30p they would not have put 21p :)

The truth here is we are valued by AIM....

Last years winners were to be chosen in January just the same as this years however they were announced 9/10th of Feb... so think we can go off that as possible this time too...