Member Info for Ivyspivey

Important bit

To validate the hypothesis that SCIB1 could have synergistic effects with doublet therapy (nivolumab + ipilimumab) nine responses are required (>55% response rate). If nine responses are achieved in fewer than 15 patients, for a higher response rate, this would suggest that SCIB1 + doublet therapy could meaningfully improve current outcomes, which would be a significant achievement, in our view.

So if they are not prepared to increase their valuation to reflect this “ significant achievement “ and when they said 9 responders out of 15 when we in fact had 9/11 then they would effectively be ruining their credibility and I think TD are much too professional to do that.So I do expect a material revaluation in due course

Evening,

Would agree and I would expect the TD valuation will be altered to better reflect the SCIB 1 update.

If you look at their prior report rather than the latest one I think you can safely teach that conclusion.

https://www.scancell.co.uk/Data/Sites/1/media/fininfo/sclp-update-230905.pdf

Hi Beardozer,

Can’t comment directly on the CMA remit but the reason why independent Practices sold out was essentially financial as they were offered huge sums and many kept their clinical duties but lost the admin side associated with their previous owner/ clinical director role.

I know many who basically did not need to work again in their 40s/50s and the current trend is to reopen as an independent practice in competition to corporates.

ATB

Morning Ruck,

In fairness the book does look good today :)

No worries Bermuda and that is why I wanted to highlight the difference between the two in case anyone thought as it was DNA as opposed to mRNA then it must be SCLP related.

As you said earlier it gets confusing when lots of links are posted which are not directly relevant to SCLP and you are trying to understand the connection and then realise there is not one.

Afternoon well we know Immunobody is plasmid DNA but is this not different.

Unlike plasmid DNA vectors, dbDNA is a double-stranded, linear, covalently closed molecule that eliminates bacterial sequences, making it an optimal vector for advanced therapies

Morning have not looked at all links but have we not clearly established that Adrian Taylor received mRNA Vaccines and that any mention of personalised Vax refers to that platform.

The important bit is that he has found a treatment that appears to have worked and that is the only thing that really matters.

We of course all wish that Modi provides great evidence of activity against these very difficult to treat cancers and of course we look forward to the next update but again please let us await the official update rather than speculate which we know has led to disappointment in the past.

Morning,

Yes Looed many thanks for keeping us up to date and if the Mourant Cayman case has been effectively put to bed as far as SN involvement then does that mean only YA to settle.

As I understand it becomes an issue of SN ensuring that the remains of FRR in the firm of FRC retains ownership of the “ assets” the 1% and then manages to secure some Agreement with the Georgia Govt to progress these assets as part of a renewed PSA.

So still a way to go but a major obstacle seems to have been removed

Fine Crumbs must admit I took your mRNA comments as being related to the Clatterbridge cancer results so apologies.

Hi Crumbs,

I certainly would not agree that mRNA has won as again the results so far are only on a very few patients and highlights the dangers of making a considered judgement positive or negative on a tiny cohort of patients.These are very early trial results and are not meant to be conclusive that is for p3 trials.

To me what you look for are the big clues as to how likes of SCLP want to move forward rather than speculating based on a confident bias perspective.

So the concentration on Modi as being a Combo rather a mono therapy and same with SCIB 1 and to me the downgrading of the Covid Vax which seem pretty self evident.

There is still value in the Covid Vax not as a commercial project imo but as a testing ground for Avidmab,for needle free etc at not too high a resource cost for SCLP.

The Modi trial is all about exploring its potential in various settings and they will learn much about how to fine tune their approach in a targeted way.

It is difficult for SCLP given it is competing against likes of Bion Tech so some of expectations need to be reined in which thankfully has been reset in many PIs mind.

There are a few reasons why big pharma do deals but one of main ones is to replace or add to their own efforts in a particular field and these are strategic decisions so for eg a Company committed to a mRNA approach is unlikely imo to be interested in an alternative approach like DNA.

RG told me that many big pharma struggled to understand the Modi approach not due to understanding the Science but the approach is different from their normal core approach and these big pharma are cautious and conservative hence need sufficient data to convince them.

I also consider it is not just the initial results that have changed SCLP thinking Modi/SCIB is more likely to attract a deal as a Combo than as a mono therapy.

It is because it is easier to demonstrate success if for instance it enhances the results when combined with a CI and achieve the results highlighted by the TD report.

Let us not forget the compelling results produced by SCIB1 a few years ago but no deal was forthcoming.The question is it a planned move by SCLP to change tack which personally is my belief or are they simply reacting to events and “ clutching at straws”.

Nice of you to ask if I needed help regarding understanding how the Vax you quote work.

Working for Merck when they produced the MMR and the HPV Vax and having a lot of years selling Vax I am fairly happy with my level of knowledge.

Besides the conclusion I quoted was not mine but was a research paper which actually partially endorsed both yours and J99s view so I purely wanted to explain it is not an open and shut case.

Never mind the reversal is on so we should all be happy

Nice reversal this morning.

This quote from a research paper on Delta variant may help explain role of Covid Vax on viral transmission amongst Vaccinated populations.

Our analysis indicates that when infected with SARS-CoV-2, individuals with a full primary vaccination course have a reduced likelihood of shedding infectious virus from the nose from 5 days after symptom onset, have a more rapid decline of viral RNA from day of maximal load, and, when infectious, exhibit a shorter duration of infectious virus detection, as compared to unvaccinated individuals. However, we observed no impact on the magnitude of infectious virus at or near the peak of infectivity. These combined data suggest that although full vaccination may be inefficient at reducing infectiousness in early infection, it likely leads to a reduction in the duration of infectiousness. These findings are consistent with previous reports that fully vaccinated adults are less likely to transmit SARS-CoV-2 to others [20,22–25] and underscore the need for novel vaccination strategies that reduce viral titers during peak infectivity.

Evening AB,

A very good post and as you say all Crumbs did was post the information so a clear case of shoot the messenger.Any suggestion that it as done to deliberately lower the SP is way off the mark as it was others selling that drive the SP down.

If you still believe then it is a great price to buy imo but to me the saddest part is that the patient who had such a good initial response has now suffered a big set back and her health is much more important than any monetary considerations.

It is a reminder that you should never judge results to be good or bad based on one or two trial patients as they are just not statistically significant to any degree.

Hopefully we will get an update soon on the various trials taking place to get more of a detailed picture to make more informed judgements but the comments today are a reminder of the risks facing any AIM bio pharma

Afternoon think this may the reason it was not RNSd.

joint preclinical study by Scancell Ltd and Texas Biomedical Research Institute (Texas Biomed) recently published in the Journal of Biotechnology and Biomedicine.

ATB

Hi I Pad ,

Was mentioned on local news about The Christie seeing some very good results in blood cancers including remission so very much looking forward to the next update here and hopefully achieve stellar results and get attendant publicity.

Does not matter Crumbs the important thing is that you have learned from your experience and that if what you are doing is not working then consider doing something different.

Some people may not want to do things differently for various reasons and that is fine but to me important to have an open mind and be willing to adapt to different situations and just so pleased you have made some of the right calls lately.

Morning good to see nice reversal here last 2 days and well done Crumbs and fully justifies your decision.

PS just had a look at other board which I rarely do but notice you have B99 posting there.

You may be aware but he really is a top chartist so again imo worth listening to if he makes TA predictions.Even if he is an Aston Villa supporter 😂

Of course C11 you can jump from frying pan into fire so as Crumbs says we make our own decisions and live by the consequences.

Just in this case and having a fair idea where Crumbs may have been ( must be a coincidence in the rare earth space lol) putting his money it proved a wise decision but you run the risk of news dropping here but we are accept this.

This is all about judgement decisions as to where and when we think the SP may react and our attitude etc.No one can be sure of what may occur it us all about increasing the odds in your favour and learning from experience.

Imo Crumbs and others have judged it right so far and they can always buy back in and they are probably happy to pay more if necessary if they judge the news is merit worthy.

A pretty heartfelt and honest post by you which imo contains some considered points.

You were “ disappointed” with news along with several others whether based on the actual content ( which I thought a bit like the curates egg) or just as it was not as good as had been predicted.

The point you make about the Clatterbridge excitement being based on the mRNA Vax was obvious to all but especially if like me and you are based in the NW where we could see at first hand the BBC coverage.

Imo you absolutely made the right decision to reduce your position not just to save “ paper valuation” but to invest elsewhere to save compounding your losses.

Others will have different views which is fine but GLA whatever individuals decide to do