Member Info for crumbs

The plan will be not to have local delivery offices

RP you can't as he's drank it all! :))

Checkpoint Inhibitors are a class of therapeutics no one owns the entire IP in fact often not even on individual products there are toxicity issues ranging from mild to severe and the administration often requires a bed and hours due to being infused into patients:

'The checkpoint inhibitors market is expected to reach $46.27 billion in 2026 at a CAGR of 17.9%.'

CAR T same thing no one entirely owns the IP they are hugely expensive they have some frightening side effects when they go wrong

'The global CAR T-Cell Therapy market size was valued at USD 6.1 billion in 2021, and it is predicted to exceed USD 21.0 billion by 2030.'

Moditope represents a completely new class of potent and selective immunotherapy agents.
IP all scancells... toxicity so far none... delivery - simple ...manufacture ...cheap

Actually, that was the edited version this is unedited ...
https://www.youtube.com/watch?v=CXyPYib5JWc&t=1704s
Start at 15.47 and put a value on that kind of tech proving itself lol... Maybe Sahin and Mellman are doing the sums more seriously now

And oldies too lol it is worth viewing this from 8.58
https://www.youtube.com/watch?v=zogJ2CCmOxY

Lindy Durrant presents moditope at the Calculus investor event 2018.... a lot has happened since then and this is not the same company and Calculus do not have the same investment lol but to get a bt of an understanding about moditope this is a great place to start...

Not sure what that is? Do you mean a T cell cytokine storm or something?

Top of the head this but I believe with moditope that would not be an issue as basically the T Cell response is only targeted towards the stressed cancer cells so won't go rogue as it were and attack self

Covidity includes AvidiMab so far no toxicity issues and we ought to find out about its effectiveness in due course...but AvidiMab yeah yet another of the 4 platforms that have eye-watering potential... be interesting to know which MaBs scancell are going to be using to generate do a deal with us data... probably all the blockbusters

Modi 1 does not include AvidMab I think you are thinking of Amplivant owned by ISA

Or I should probably say smelt promising lol

No it is not enough to be conclusively saying it is anywhere near proven but we all know that if it really reall works you will be seeing tumors melt within days after 2 therapeutic doses....

What I think we can say is it is and will generate data and that data is going to be immune response data as in it is at very least doing that and in a nontoxic way.... so promising :)

Going from wiki Kite went from first patient in first trial dosed in 2015 to sold to Gilead in 2017 for $11.9 billion in cash...

Modify trial is going to prove up or otherwise modi 1 and by extension, I'd say the science of moditope (moditope should be looked at like CAR T and Checkpoint Inhibitors as a whole class) .... We have been give a tiny little whiff yesterday but it smelt good

BioNTech has a deal on TCR use of modi1 only....

Ruck I've never said your approach is wrong in as much as its sensible but fact is Biotech valuations do not wor on sensible I could list tons on here that we would all scratch out heads at how do they get valued so highly....

Of course, if scancell is about selling ... then it is going to be what the buyer is going to pay... what I say is going off others that is a massive amount if they want it bad enough.... We are at last in a very interesting place though lol :)

And Kite isn't even the only example :) BTW I'm not sure it was good business for Gilead but thats a different point CAR T hype and competition got massive values....

GF is correct about the novelty of scancell techs but we do know they have been on top scientists with clouts radars in moditopes case the Grand Challenge with Sahin of BioNTech and Mellman of Genetech willing to work under Lindy.... what they always said is this is very exciting but very novel science we need to see it working..... we need to see it working....

are we and they seeing it working now....

Yes, AvidiMab I believe could be used to extend MaB patent life... although the fact is pharma is super creative in extending patent lives with very small patent tweaks but imagine something comes along that not only extends the patent but improves the product!

How did Kite pharma sell to Gilead for $11.9 billion? once Ruck can answer those kinds of questions he can maybe value scancell
https://en.wikipedia.org/wiki/Kite_Pharma

I would say if moditope proves itself it becomes more valuable than never mind Kite but CAR T itself....

Kite didn't even have massive trial data to get that buyout figure

Ruck can never explain how other biotechs get their mcap values and prices they end up being sold at

Fact with moditope is it would basically create its own market as it would be treating patients who currently have no more treatments available and that is in possibly all cancers and with low to no toxicity cheap manufacture and easy application...

We can figure out the value of a product like Keytruda ....so think of it like this what if modi1 alone can eclipse Keytruda... a product that earns Merck sales in excess of $3 billion per quarter and increases year on year... a product whose patent Merck does not fully own and which runs out I believe in 2028?.... moditopes IP is completely scancell owned

I'd be surprised if Calculus is completely selling up... John Glencross is on good freindly terms with Lindy and knows scancells tech better than most he won't misunderstand the importance of today's news and they often retweet Scancell news the last being the GenMab deal... Sure they are reducing their holding but again can't see them selling all out including tranches that would be at a loss to their purchase price...

You're all looking at SP response wrongly... this is a heads up to the faithful :)... up to you all what you do with such a clear indication that moditope ........ is causing a T cell response in every patient that so far had a full dose that is capable of shrinking tumors and is not causing any nasty side effects.... There will be lots of interested parties taking notice....

Yes, today we should celebrate and be hugely thankful that modi1 may just be an answer for those patients in the trial who have run out of options already....

Ooh yes, I'd like a rich reservoir :)

An 8 hour butchery course and a wedding ...I'm getting those horror movie vibes but then again it is Halloween weekend :)