Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Chelsea,
I am blissfully ignorant of much of the bigger pictures but I very much agree about your two saddening things about Scancell.
On the question of getting combination products, such as SCIB1 + Keytruda, to very ill / close to death patients after the safety of the combination has been established, I think great humility is appropriate . Questions of efficacy for particular subgroups of patients are inherently uncertain. The solution of larger and more complex clinical trials might possibly not be the whole answer as patients are dying while scientific results are being obtained , analysed and turned into NICE policy. Might it be better to get, less than the most efficacious products to patients outside clinical trials and carefully analyse and communicate evolving understanding within the NHS?
Dalester,
As a long since , very happily retired UK Civil Servant, I still take some interest in such, quite difficult, goodish government problems .
Arguably the natural questions are almost always (I) What is international best practice? … What do the Germans do? (2) what do the political masters demand/want/need?
The FDA head is I believe a US Presidential nominee so perhaps "wholesomeness" is not one of the job requirements.
"What on earth can be their objection when the 2 trials in Europe have the go-ahead (1 is ours) and 1 in Korea."
My rough guess is Ichor want general approval for use with parameter values outside those needed for our trial. Other guesses?
Nomlungu your "only maths will solve this" has provoked my IMHO comments/questions below : I am sure my understanding is widely imperfect and this may be is a bit of Brexit escapism.. Also I have only had time to read the most recent posts.
Although I don't doubt that SCIB1 will be "safe" with Keytruda there are doubtless appropriate trial objectives in this area.
I am more focussed on effectiveness. The careful analysis of the variation in trial results about death and quality of life for the 25 trial patients obviously needs to be compared with the estimated statistically expected results with Keytruda alone.
While the (small) discrete sampling distributions will be what the mathematical probability theory determines on specified assumptions , the mathematics alone is a wonderful tautology.
My sister suggested to me that she had heard medical stats is generally a bit cookbook I suspect here it will be the careful analysis of the patient statistical data will contribute to various detailed "how much value added is the combination over Keytruda alone".
I am a Baldrick like Ph.D Mathematician so any corrections of the stats welcome.
I did attend.
I recall a commitment from someone on the Bod Table, I think possibly Adams, that there would be public notification of first dosing at Nottingham.
I think reasonably , for an AGM, there was no press on patient numbers , UK sites, USA sites (FDA willing) or , if say UK only sites , an estimate for the relationship between elapsed time to conclude the dosing of 25 patients and the number of sites and possible additional costs to the all Nottingham baseline costs.
Bermuda
Thanks very much for this.
I guess I have a Baldrick like, possibly imperfect, understanding of the Avidimab patent applications and their possibility to help millions of patients and make lots of money.
As I understand it , we maybe approaching the point at which the Scancell IP and trial results mean that some natural next steps, large trials, are beyond the finances of Scancell.
Can anyone guess which of the Scancell Children will leave home first?
Seems to me like good news grounded on real mining and engineering (POX) success.
I too look forward to Retired Banker's comments.
I hadn't noticed the welcome Responsible Business section before: is it new?
Good news … but how many great Anti-Tag Killer mAbs?.... (Baldrick question)
"Scancell's development pipeline includes mAbs against specific TaGs with superior affinity and selectivity profiles, that have now been further engineered using the Company's AvidiMab™ technology; this confers the Scancell anti-TaG mAbs with the ability to directly kill tumour cells."
For a specific cancer, for illustration say melanoma, does anyone have any guess how many possible anti-Tag Killers are possible products even before AvidiMab enhancement?....
Puzzlement about Ichor, SCIB1 and the FDA prompted an internet search which yielded:
Ichor collaborates with AstraZeneca for TriGrid delivery ...
https://www.nsmedicaldevices.com/news/ichor-joins-astrazeneca-trigrid
27/03/2019 · Ichor has signed a collaboration and research license agreement with AstraZeneca for the development and clinical assessment of TriGrid delivery system.
Sorry if this has already been posted and discussed but I ,for one , am still puzzled about the FDA Trigrid concerns . Any explanation without very long words would be of interest to me and I assume many others.
Niceto Michu
I am in awe of your ability low probability estimation for rare events, how do you do it?
Note however that I believe 1 in a million events are "A Bridge Too Far" for most grown ups.
Arguably , the financing problems of five years ago were made worse by inappropriately maintaining the dividend too long.
I think POX , significant IRC financial improvements etc suggests you have 2020 vision.
D'oh!
bigsmoke
C'est la vie with hindsight? … a contract is a contract as European friends might say?
Chelsea
Thanks for your comments and important link to the informative and intelligible CH presentation .
However I do think concern about today's Top of the Pops chat is misplaced. Amerisur chat is very boring and largely good guesses about prospective share prices in a sale: I have shares there also.
I disagree but then I also think it might all be over by Christmas!
Other guesses for completion and duration of sale process?