Member Info for DaveDaveDave

Trinity Delta's 2025-07-09 update seemed to make it clear that GT Ltd isn't likely signing anything that requires clear knowledge of what it owns in the next year?

"Currently GlyMab Therapeutics is a wholly owned subsidiary of Scancell, and the

platform, all relevant IP and staff will be transitioned across to this entity over the

next 12 months."

I have a note that it was 2018 that there was an FDA application for an IND using Ichor TriGrid, plus CPI, was that Flaherty's one. But apparently not approved until 2020, and then we had Covid.

Also this US trial , didn't it, well plan for it, lead to the cancellation of a UK-based one due to start early 2016H2 ish?

But these notes are probably missing other important details, if even correct.

Mia, to watch the presentation I had already registered and can login in fine.

My main point is that anyone who wants to download the pdf won't find it if, like me, they just follow the link for the Presentation that was sent in the email confirming your registration for the Presentation..

Not being psychic it never occurred to me that there might be two different pages where the video presentation is available, so I just assumed that the pdf was not available. Just plain stupid in my view, after all we poor sods are essentially paying for this "service" (directly through raises or from dilution) and I think we deserve better.

As C11 says, the IM web site is easy to navigate, but why don't they put the pdf on the page that they link you to in the email rather than (as well as) the other one where the video is? Rather makes a mockery of the easy navigation I think.

And I don't think it should be necessary to register to get the pdf either, at least after the event, but that is another matter.

Mia, thanks, I went back to the "Join Meeting" page following the link sent to me by email, where the replay now is, and didn't/can't find it there.

But I see that if you go to the IM home page and scroll down to the "Recent Meetings" section and follow the View Meeting Scancell link there you do get the pdf link, see https://www.investormeetcompany.com/meetings/investor-update-65 . but login required!

So full marks to Scancell/IM/ICR for hiding this useful stuff somewhere unobvious.

And I see a glaring typo in the AACR abstract that Bermudashorts posted ("was successfully as a monotherapy"). All pretty pathetic really.

As Slide 8 shows such poor and near-identical pre-clinical responses for SCIB1, iSCIB1 and SCIB1+ that seems to bear no relation to the actual SCIB1 clinical results so far I think I'm not understanding something. Could someone explain the apparent disconnect?

Mia, I thought you must have screen-shotted the video and assembled the pdf from that, but now I realise the pdf is a "real" pdf, so do you mind telling us what privileged position you have to get a copy? You know the Author "Stacey Peaurt" perhaps? :)

Mia, many thanks for putting that together and the upload.

I was unimpressed that the pdf was not made available at the start of the webinar, but forgot to mention that in my feedback. But also I now realise that the feedback, if read at all, will presumably go to ICR, so my complaints about their efficiency re email list management will likely be ignored. A direct contact email at Scancell is needed (I assume the website contact form goes to ICR).

CW & EE, I've looked at that youtube page, I see the video presentation, I don't see a link to download the slides, eg as a pdf. As I'm obviously so stupid, perhaps you could give me the link to the pdf of the slides. TIA

Anyone found the slides used yesterday? No link on Scancell's website, nor on the youtube page, nor on IM website that I can find.

I'm glad we had option to add comments in the post-webinar questionnaire, gave me a chance to comment on ICR's repeated failure to send me the NRs, the MMs failure (as I see it) to minimise the spread (1.5 is a joke), and my anticipation that they were going to NR sufficient that they had responders from the incomplete results to be worth talking about, but there you go, been here since 1998 (Ox VCT) and underwater so I need more positivism. Doubt they'll respond, and no email contact on Scancell website for direct contact with them also annoys me.

Hopefully things will be better at end of 2025.

This was on last night, https://www.bbc.co.uk/sounds/play/m0025vj1

Dr Claire Claire Roddie, Associate Professor in Haemato - Oncology, University College London (and at CR UK City of London?).

At 04:07 She gave a nice v. short account of the benefits of cancer immune therapy and her work, here are some of her words, and a couple of rewrites:

"CAR T-Cells are Best Medicine, “a more gentle way of treating cancer … we have immune system … killer cells … not good at cancer … as is an internal not external threat ... so give immune cells gene to give “eyes” so can see cancer ...

Synthetic pseudo protein that I engineer into regular CAR T-cells … infuse … circulate … killing .. great specificity … 40-50% alive vs dead … they stay in body and replicate … so only one dose … relapse prevented … now so much experience we are moving nearer front line treatment (not stated specifically) … is available on NHS for lymphoma and leukaemia”

She was also mentioned and spoke at 00:35, and maybe later but I didn't listen to rest of program.

At 8:01am HL messaged to say the Retail Offer has closed, oddly it also says:

"Scancell Holdings plc have announced their intention to raise up to £9.5 million via a Placing for institutional investors and a Retail Offer for individual investors.

Scancell Holdings plc have decided not to issue a prospectus as part of the fundraising. This means that the Offer has been limited to the sterling equivalent of €8 million and may only be open for a very short period. It also means that information relating to the fundraising is limited to the Company announcement."

So do I read that they won't be raising as much as they intended due a red-tape miss-read?

And also I am told: "Applications are due to close at 8am on Monday 09 December. Due to the nature of the fundraising, applications can close at any time and without prior warning."

So 9am got changed it seems.

A subsequent HL message says my application is accepted, but clarifies to say that the actual allocation is still to be done , and it is yet to show up as a Pending Order.

No messages from II, and yet to log-in to look. But oddly II were far quicker last week to message about the offer than HL were, and HL didn't put the "Corp Action button" on the SCLP line on the web site for ages.

Seeing "Panellists: Deborah Rathjen, Managing Director & CEO, Carina Biotech Limited" reminded me how company execs can abandon sinking ships and apparently easily get onboard elsewhere to start afresh, while shareholders are left with nothing.

Bioasis, BTI on Canadian Venture, was in the world of trying to transport therapeutic drugs over the BBB using a peptide developed from a natural human protein transporter (melanotransferrin, p97) ), which seemed to work well in the lab, but despite three changes of management, with "Dr DR" as we knew here on Stockhouse being the final attempt, they never managed to sign a partner to develop clinical trials, let alone commercialise it! "Dr DR" was living in Aus and had other roles, so that didn't help either.

See the 14-year downhill trip to oblivion here https://yhoo.it/3I5MwhI on Yahoo (Not available on the cleaner Stockcharts as they have already deleted the symbol it seems).

So, just a reminder there is more pain for shareholders than execs when things go wrong. This is not a comment on Scancell of course, just a weak coincidental connection to a biotech example in the world of startups.

b, thanks for confirmation there have been no singlet-cpi results, it does seem a bit odd though that they haven't been included now even if were too sp**** to be released previously. or if omitted now to prevent "distraction" perhaps they will be released in due course.

as for the absent 2015-2021 scib1 trials, i remember kf's trial being approved (eventually, a trigrid issue?, after how many years) but if you can quickly summarise why that never started in just a sentence i'm sure i'll have enough to dig further if memories don't return.

and i seem to remember there was some major immunotherapy trial failure in the early days that threw a spanner in scancell's earlier plans.

cheers

dave

Looking back through the history I am reminded that the SCIB1+(single)CPI FPD was RNSed 2021-11-19.

Then 2022-06-15 came the doublet (and PharmaJet) updates RNS, but no results for the single-CPI.

Does anyone know what happened to the pre-doublet data, I don't see an RNS for it, but maybe it was in some AGM or similar pdf?

And come to that someone remind me there was no simple "repeat with more patients" of the original SCIB 1 trial in 2014? It was after all pretty successful? And that success also makes me even more curious as to why I have no record of the 2021 SCIB1+(single)CPI trials.

TIA

Dave, pleased today, but still in the red!

PS: I have twice emailed 'scancell@consilium-comms.com' to say I would like to continue getting theRNSs by email (as supplied by fticonsulting) and was surprised they hadn't continued that automatically. They neither reply, nor add me to their email list. Anyone know how to achieve that?

One might hope so, but having owned BTI (BIOAF) for over 7 years: we have seen a few changes of management and were always told the new ones will get deal done; xB3 had to be reformulated because the original version was too expensive to manufacture; various agreements with well-known companies have been announced, but just petered-out with no actual official explanation and very little in the way of actual results.

The lack of any explanation as to what has happened to all these prospective deals has been particularly frustrating, and now it is difficult to believe xB3 really does work as expected.

Or there is the new conspiracy theory that this is all a ruse to take xB3 private (the new financiers will have over 50% so can do it without our approval), ie it does work.

Ah, just found fourth collaboration mention, 2022-03-17: "In addition, the company is pleased to announce its fourth research collaboration agreement based on the Glymab™ platform. The agreement is with a major European pharmaceutical company and is designed to further evaluate one of the company’s Glymab™ antibodies for the treatment of cancer."
So if Genmab is this "major European pharm co" then they have make a pretty quick decision.

Thanks to Ray and Crumbs for pointers and breadcrumbs!

I see three mAbs TaGs collaboration NRs, the second one (2019-12-16 ) was Chinese and the third (2020-01-20) was "US-based clinical stage" which doesn't sound like GenMab.
So is GenMab likely to be the company mentioned in the 2019-09-04 "first collaboration" NR?
Do we know who the "US-based" company is?

I'm reading the max U$208 per product and the max U$624 figure for "all modalities" to mean there are three products Genmab are looking to develop. Given they only seem to have a licensing agreement for one anti-glycan monoclonal antibody this presumably means doing three different things with the one antibody.

Anyone care to enlighten me as to what it means to get different "products" from a single antibody, as I obviously missed that lesson.

Thanks

But if the advertised vacancy is for a Covidity P2 trial, would the advert say "primary point of contact for oncologists across the UK and their study teams"?

Somewhat less than £100 stake is possible in fact...
IG will let you SB at minimum 50p/pt, and for SCLP one pound is one point (for many/most shares one pence or one cent etc is one point), so with sp= £17, 17 * 50p = £8.50 min stake! But I've not actually tried pressing the "Deal" button.

And just so you know: No Guaranteed Stops. Margin is 25%. Spread is about 75p so not a lot worse than the current 50p advertised one. No actual deal "commission" (except wider spread of course). Overnight holding cost is .01% (I think, may be well wrong there).

Scancell is not listed on CMC SB platform btw.