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Seems the Webinar is more than just a presentation and Q&A as it's being presented as a Corporate Update which to me means news of significance.

Again my view on this data... data is gold a cancer vaccine that can show an impact on Tumor is pure gold as that is where they have always struggled of course it comes down to %'s but moditope coulld totally disrupt these new exciting personalised mRNA vacines right away!... Project Blue print... Lindy the winner :) we'll see.... because SCIB1 actually sharnak away Lung Mets which was remarkable and yet never got the reward for that because all the other Cancer Vaxs backed by pharma were failing big time....

ModiFY is a brilliantly designed trial LD has gone for very hard targets and covers so many bases with the cohorts as to find any possible niche... but if it is showing to destroy tumors right across the trial in targets where the data can't be 'gamed' then I can't see that being ignored especially in this all of sudden back to being hot cancer vaccine climate....

I've been trying to work out the likely cost of a personalised mRNA cancer vax but that info is not out there apart from they will be expensive... provenge the one approved personalised cancer vax costs $93 k for 3 infusions -extending life by an average of 4 months

This article is good though :

'A vaccine for the few?

If researchers can overcome the difficulties in creating viable and effective mRNA cancer vaccines, they will face another challenge — ensuring equitable access.

The eventual jabs are going to be pricey, and difficult value-for-money questions are sure to arise. For existing immunotherapies, the costs can be eye-watering: with the bill for CAR-T cell therapy can run to $1 million while checkpoint inhibitors often cost over $100,000 a year. The price of any future mRNA cancer vaccine is unknown but it’s certainly not going to be cheap.

“If something's costing a million pounds per treatment for a personalized vaccine, and its effectiveness isn't much better than standard chemotherapy, which doesn't cost very much, you've got that decision about, actually, is this worth investing in?” said CRUK’s Godfrey.

Efforts are underway to address this. For example, CRUK is working with the U.K.’s National Health Service on developing potential new models where payments are linked to drug performance. These envision a sliding scale — if a drug starts to do really well they can charge more; if not, costs come down.'

https://www.politico.eu/article/mrna-cancer-vaccine-coronavirus/

I do wonder what is the UK Govs actual thinking and planning on all this eggs-in-one-basket investment.

Who will really benefit apart from of course BioNTech and Moderna?

We even talked about it here years ago after SCIB1 trial ended the data was in and we could see SCIB1 could be used to great effect in the adjuvant setting... A patient diagnosed with Melanoma either before or straight after resection could be put on a SCIB1 dosing regime and it would have a very high chance of preventing recurrence ....

No we have top people like Ira Mellman saying the same thing years later but of course, plugging for those pesonalised mRNA vaxs he has an interest in....

Again at least now with iSCIB1 that scenario is ever far more attractive as well the Ichor was a frightenig off-putting expensive machine that would have needed to be in clinics... where

as the pharmajet completely takes that issue away... in fact it makes it even easier and less frightening than a needle.... and is commercial already is really easy to use and can be shipped to all clinics its needed in....

Most of these trials will not begin till 2026 fortunately Scancell is not quite in the same situation as with Covid here where the trial had to be done in SA and was never going any further than that because basically that race was won by BioNtech and Moderna...

These trials would take potential patients away from Scancell trials but seeing as Modi 1 is already in trial and Modi 2 could be by next year and who knows what the heck is happening with iSCIB1 but it ought not to impact those trials .....

Scancell used the change UK Gov handed over to make ImmunoBody far more commercially attractive and effective so that is one good thing but seems they are only interested in 'winners' they see BioNtech as the winners even though ImmunoBodies and Moditopes could prove to be far more practical and hugely less expensive...Someone ought to see the potential though now Cancer Vaccines are indeed back to being hot... Lindy years ahead... I remember she even called the personalised mRNA approach an older technology back at the Calculus event :)

data is still gold and any vaccine that can impact on a tumor will make waves... Though I still feel cheated of SCIB1 success... there ought to have been more that came from that...

Not really in as much as those resources are not part of Mkangos portfolio... Chinas messed up again they are by-products of Zinc mining and can be sourced easily outside of China... China would not be able to source other resources it would need for semi conductors though...

It does of course play into the whole time to look outside of China for reliable resources though which is good... seeing as Rare Earths are so dominated at the moment by China... all gonna change that now though

I think UK Gov could have missed a trick as it were with Scancell... This is a quote from the Fierce article I posted a link to yesterday...well worth a read so I'll post it at the end again ...

'the post-surgery adjuvant setting represents the closest to a precancerous treatment scenario and at the moment is “the most accessible place” to introduce a cancer vaccine, Mellman said. That’s because the systemic immunosuppression induced by a large tumor burden is lower or absent when the tumor is removed, he explained. There, a cancer vaccine would still work more like a traditional prophylactic, with the only difference being it would prevent tumor recurrence rather than initial occurrence.'

Well huh ha... Isn't that where SCIB1 or should now say much improved iSCIB1 ought to already be ....as well as other ImmunoBodies and guess what, unlike those personalised mRNA vaxs that cost thousands if not tens of thousands a dose ... a SCIB dose though I'm not qualified to say its market price we all know could be made for low quids at most...even potentially pennies if mass produced... nice and simple pharmajet needle free jab no need for cannulas and lengthy infusions or special storage.... Sigh.... And yes the trial size was small but the swim chart is compelling

https://www.fiercebiotech.com/biotech/bristol-myers-cmo-still-skeptical-about-cancer-vaccine-biontech-moderna-march-ahead-i-o

It is worth remembering Malawi is not only about Songwe, but There also are other rare earth deposits plus there is a Malawian on FB who seems clued up on the resources Mkango sits on and he reckons the Rutile deposit could well be the biggest in Malawi with up to 2 billion tonnes of that resource...

Surely for Mkango it is about securing the MDA that works for the potential partner/owner financier of that project as well we ain't paying for that mine with our Mcap and bank account .....

You would think by this time they have such a deal/s partners lined up.... So it is down if the MDA is acceptable enough to get those vital deal/s over the line to make the whole project actually happen...It is all about the money one side is being a bit too greedy for the other but yeah time is on Malawi's side not ours

BTW If I remember rightly...project Blueprint was about developing BioNTech/Genentechs mRNA vaxes and Modi vaxs against the hardest of targets to go at and seeing which did best

'The project focus will be on head and neck cancer, glioblastoma, lung and pancreatic cancer — all of which currently have a poor prognosis — in which treatment with Modi-3, a product generated from Scancell’s Moditope platform will be assessed alongside vaccines targeting new mutations within individual patients’ tumours.'

Well this is currently kinda taking place.... All the big money is on those really expensive personalised mRNA vaxes... and once again UK Gov overlooks Scancell... but the data...

Scancell unlike Covid could win this one....... data permitting... And then all pharma would be quick to wake up to the possibilities of a non-personalised neoantigen vax that is cheap and an off-the-shelf non-toxic answer....

However...

A non-personalised NEOANTIGEN vaccine if such a thing could be shown to be real and effective.... well I think it would be explosive :) data is gold

On Pharmas views of Cancer Vaccines... it is clear they are not yet all convinced

https://www.fiercebiotech.com/biotech/bristol-myers-cmo-still-skeptical-about-cancer-vaccine-biontech-moderna-march-ahead-i-o

The thing is Malawi has put that out into the open now so... it is a question that can now be asked of our BOD in the coming webinar :)

unless news trumps it... the fact is we don't know how progressed the MDA is ... can drop any day... It's certainly not off the table as it were

The recycling ought to be the most exciting as that will bring in profits years before any mine and could really take off fast if those US plants are announced but the market wants that MDA otherwise we are stuck with this derisory SP/Mcap and left wondering when is the next raise and at what lower than SP price

It seems Malawai is insisting on a Globe Metals-type MDA and Mkango is trying to bargain for something better.... but obviously getting nowhere with that...

I suppose it is down to whether can Mkango attract funding on that kind of deal or not but doesn't look like the Malawi Gov is budging

'A mineral extraction company in Phalombe district, Mkango Resources, is proposing to give Malawi 3% of the money realized from the extraction and sale of rare earth in Phalombe district.

The disclosure was made by the department of economic planning after receiving a query by the Public Accounts Committee on why mining activities are taking too long to take shape.

Principal Secretary in the ministry of Finance Patrick Zimpita disclosed that negotiations are taking too long because Mkango Mining Resources wants to get away with so many things, by paying a low royalty as well as tax exemptions.

Zimpita pointed out that government is not ready to have another Kayelekera hence pushing for a 10% royalty, rather than 3% adding that the government wants Mkango Mining Resources to pay certain dividends and taxes as required by law.'

https://www.facebook.com/search/posts/?q=malawi%20mining

There is a hint of sarcasm in my great :)

However, they are now going to have to update investors on just what is happening with regards to the MDA ... so that is something plus other progress news

That is great... There is only going to be one main question though lol... unless that is answered in the RNS before hand :)

West needs over $25 billion in Rare Earths to match China...

'But out of more than 20 projects outside China that could produce some 20,000 tons of NdPR every year, Goldman believes that "only 2-3 of these projects can get off the ground this decade."

https://www.reuters.com/markets/commodities/goldman-says-west-needs-over-25-bln-investments-rare-earths-match-china-2023-07-06/

Well we know one project that thanks to the Malawian Gov rug pulling games won't be one of them

'Frances Wall: Well firstly, that there’s a real dominant player, which is China. There are definitely deposits in other areas, many of which have been under development for more than ten years now and could start up pretty quickly if someone decided to come along and pay the money. In Malawi for example, or Namibia. Stuff’s there in the ground, and at quite an advanced exploration stage, but only if people want to pay for it. '

https://www.mining-technology.com/features/what-role-does-the-uk-play-in-the-rare-earth-sector/

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