Member Info for emptyend

ps…..i am going to break my own rule and copy an ai output below. note particularly the paragraph headed “broad applicability”…….😏

moditope® is a proprietary immunotherapy platform developed by scancell holdings plc that targets tumor-associated antigens (taas) that have undergone specific post-translational modifications (ptms) under stress conditions. unlike conventional vaccines that target mutated neoantigens (which are patient-specific), moditope targets "stressed" self-proteins that are common across many cancer types, potentially offering a broader, off-the-shelf therapeutic approach.

scancell

scancell

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key aspects of moditope®

mechanism of action: tumors often exist in a state of high stress, causing them to modify their own proteins (post-translational modifications). moditope stimulates the immune system to recognize these modified proteins as "foreign," inducing a potent t-cell response (specifically cd4+ t-cells) that kills the cancer cells.

targeted modifications (siptms): moditope focuses on stress-induced post-translational modifications, particularly:

citrullination: the conversion of the amino acid arginine to citrulline.

****citrullination: the conversion of lysine to ****citrulline.

the lead candidate: modi-1: the first vaccine candidate from this platform, modi-1, consists of citrullinated peptides derived from vimentin and enolase, which are frequently overexpressed in various cancers.

clinical application: modi-1 has achieved early clinical validation and is being tested in trials for multiple solid tumors, including triple-negative breast cancer, ovarian cancer, head and neck cancer, and renal cancer.

scancell

scancell

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moditope vs. traditional immunotherapy

broad applicability: because it targets common modified proteins rather than unique mutations, a single moditope vaccine can potentially treat many patients with different types of cancers.

breaking tolerance: the modified proteins (e.g., citrullinated peptides) are seen by the body as neoantigens, allowing the immune system to overcome the self-tolerance that typically prevents it from attacking tumors.

cd4+ t-cell focus: moditope has been shown to elicit a strong, specific cd4+ t-cell response, which is crucial for orchestrating an effective, long-lasting anti-tumor immune response.

national institutes of health (.gov)

national institutes of health (.gov)

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clinical development

the modi-1 vaccine is currently in phase i/ii trials, often in combination with immune checkpoint inhibitors (like pd-1 inhibitors), to further enhance its ability to break immune suppression within the tumor microenvironment.

Just a final point on this.

I note there was a brief reference to the post-translational modifications aspect of Moditope, in which no-one had anything to add to Phil’s comment. It is worth recalling that Moditope was, by common agreement, a serendipitous discovery……and that Richard Goodfellow admitted some years later that they had to keep completely schtum about it for a whole year whilst they patented it.

Now…..consider the fact that the Modi1 update was originally expected in Q3 last year and has been put back twice on the pretext of prioritising iSCIB1+. My question is: have they discovered something else that is ground-breaking?? Recall that there was a cohort in the trial who were to be given Modi1 and then, after 6 weeks, have their tumours removed surgically and analysed. I was expecting that to be the most interesting element of the trial and indeed Dr Christian Ottensmeier told the AGM in 2021 (?) that he was greatly looking forward to that “unique opportunity”. And yet…..and yet…….we have heard nothing at all as yet.

I think they have discovered something that they are keeping under their hats……

Re JohnnyB’s point, I’d say it is quite significant to field Phil instead of Lindy. It is possible that Phil was there as a favour to someone or as a longstanding commitment - but in my opinion it is vastly more likely that he was there because he is much better at being guarded about commercially-important matters. For example, if there is a plan to make an announcement that would surprise the market in the fairly near future (eg breakthrough designation for iSCIB1+ or a deal), Phil would absolutely insist on doing that gig, without a shadow of doubt.

We all know how (rightly!) enamoured Lindy is with the science - and she can’t hide enthusiasm.

It sounds to me as if he was wary of saying too much. There are several possible explanations for that:

1) it was suggested he said too much in some respects at the AGM

2) the risk of giving away important details to competitors regarding future patent applications

3) the risk of disclosing deal details already under discussion

4) there being no need to “sell” the details, when there were already a bit of a queue for deals

My guess would be 2) …….and perhaps 3). There is no need to promote at this particular juncture….

Chester,

“I’m sure the Scancell team will be in constant contact with both regulators”

…..don’t forget the possibility of FDA breakthrough designation. That would enable Scancell to have a proper dialogue with the regulator as the trial progresses; Phil clearly thinks that would be helpful from his comments - perhaps because it may allow the formal trial to be unblinded earlier? That possibility should be clear in the next month or two.

You are right, chester, that this period of measured accumulation of shares by as yet unknown parties is going to end with a major rerating.

Anybody’s guess when that will be or how high and fast the move will be - but you don’t want to miss it. As I noted below, it is still cheap at 4x the current share price (though I think that the 60p ish level will probably only be reached after 2-3 significant events (unless there is an announceable bid or a sale of a platform).

No need Wildforce. I’ve had £2bn pencilled in for a while now……

All good points, Cleaner 👍

The other point to note is that the technology is unique and patented.

There is absolutely no way the market valuation is anywhere near right. Cheap at 4x the price based on what we know already……

….needed, obvs.

A certain person on the other side continually insists that “its all about the number you own”. He is right to at least some degree: if you own nothing you’ll make nothing.

Prising holders away from their shares is a bit of an art, with different tactics required as circumstances change. They may now be close to exhausting the easy sources of supply from who are happy to trade in and out for 10-20% expected profit. More aggressive raids may now be needs.

This week is the start of the Chinese New Year - the year of the Fire Horse. The Fire Horse combines the Horse’s traits of independence and energy with Fire’s passion and intensity, suggesting bold change and dynamic growth. According to The Economic Times of India, this year there are also implications for Western Star signs, with my own reading “ Financial empowerment and shared resources become major themes. Strategic planning pays off.”

https://economictimes.indiatimes.com/news/international/us/chinese-new-year-2026-how-the-year-of-the-fire-horse-impacts-your-star-sign-and-which-are-the-luckiest-signs/articleshow/128354159.cms?

As a Horse myself, may I offer you all a traditional New Year greeting:

一本萬利, Yīběnwànlì – "May a small investment bring ten-thousandfold profits"

……perhaps we should also “send the boys round” to bless Inanaco’s interests here too, just to cover the bases? They’ve just set off the first set of fire crackers here…..

Tf,

It was clear at the AGM that many parties (up to 15 or so) were in some sort of active discussions re partnering. It is entirely possible that the outcome will be 2-3 deals of different types on different products, but I completely agree that it is “ very unlikely that one Pharma is discussing all of iSCIB1+, SC134, other Glymabs and Modi 1, Modi 2 etc”

Of course, if they had broad interest, they could still make a bid for the whole company (to pre-empt others and control the process and then dispose of the bits they didn’t need……

….but that has absolutely zero chance of happening anywhere near the current share price.

However, it would be quite interesting to see what would happen if the company’s advisers decided that an indicative bid of (to pick a number) 65p or so had been received and should therefore be made public.

It is all about tempting people to sell up decent holdings. Posting a 14p trade as the close and then being a happy buyer at 13-13.5p is going to induce sellers on Monday to sell, thinking they have a good price.

This game can go on for a month or two yet, without moving the share price sharply higher IF (and it is a fair-sized IF) there is no news. The point to note is that if you sell or have sold, you are pretty unlikely to get the shares back any cheaper.

At some point, though, there will be a very sharp move higher. That will probably be driven by some news that forces the buyer(s) to move aggressively onto the bid side - but for now we simply have shares moving into firm, long term, hands at a rate of 5mn or so a week. Maybe in a week or two we’ll get an RNS stake disclosure?

As I’ve pointed out previously, all the action is on the offered side because the buyers are interested in maximising the number of shares they buy - hence they are prepared to pay the offered side if material stock is made available, but they don’t bother with the bid side at all and leave that to the marketmakers to sweep up.

Hogwash, Crusty. The Board are keen to make sure people know what a great position Scancell is in, with a wide range of options.

As you well know (and everyone on Boards knows) it is impossible to correct persistent market misvaluations by attempting to move the share price - the share price will eventually move when the company is seen to deliver on its strategy.

Chester,

“ I hope Scancell will keep us investors in mind when these details are being thrashed out and we are at the very least kept informed that things are progressing.”

Sath committed to doing precisely that on the last call - as decisions are taken the market will be informed.

Indeed. The fake Faron comparison is like comparing a dog with a large zoo.

Maybe this is relevant for some holders:

Savers pull millions from Hargreaves Lansdown as fee cut backfires

….article in Telegraph.

Crusty…….this might be fun 😂😂

I’d enjoy people shorting!

I’m just musing on the share price being at 13p and staying there. That is the conversion price for most of the CLNs. Even though they don’t need to be repaid until next year, I’m wondering whether some sort of deal might be done that cleans them up in some way, perhaps as part of a corporate frestructuring that includes a spin-out of GT? Whatever the case it feels to me that cash generative corporate developments are likely soon.