Member Info for KonarA

there has been a lot more shares isssues since then. Does anyone know the historic MCap high?

worth noting that for the trial to be considered a success, the monotherapy arm is looking for a response in 25% of patients. 3 from 3 that have reported so far.

"Under the terms of the agreement, Genmab MADE an UPFRONT payment to Scancell and the Company is eligible TO RECEIVE milestone payments of up to $208 million for each product developed and commercialised, up to a maximum of $624 million if Genmab develops and commercialises products across all defined modalities."

To me the highlighted words describe that the Upfront payments are NOT a part payment of the Milestone payments. The upfront payment has been made and in addition to that, they can receive £208 million per product.

@chester I'm fairly sure it's not MHRA approval needed. The MHRA approves the whole trial before it begins. The approval required is from the clinical oversight panel. This is just an independent group of clinicians, appointed by the trial, to oversee the data coming out of the trial and advise the sponsor of any safety concerns.

Burble could probably confirm - or correct me.

Thanks Berm - interesting food for thought there. I don't disagree with a lot of what you say, and agree that the NASDAQ in itself is not a panacea. However, I do think we are being massively held back by being traded on this market. Yesterday's news was imo a monumental step forward for the company, but to this market it was seen as nothing more than an opportunity to trade. Congrats to those people who made their quick 20% - but that doesn't help us long term investors. On the balance I would say a NASDAQ listing would bring more benefits than it does problems - but tbf I am no expert.

@berm yes very surprised that Lindy didn't do interviews yesterday. Its a huge step forward for the company and you would think publicity of the deal would important - unless of course other deals are already lined up ;-)

You didn't get back to me on the US listing point yesterday. I would have thought with money in the bank and more coming, now would be a good time to trade on a market that isn't the wild west.

you say it yourself.. due Monday.

why do they always do it though? Scancell have a long track record of killing any potential increase in sentiment by taking out the trash the day after a progressive RNS

@Bermuda - I'd be really keen to understand why you say that

(all in my humble opinion..)

comparatively speaking, Scancell don't spend a great deal of money compared to the pipeline they have and continue to add to. This deal today represent a small fraction of that pipeline, yet the upfront payments and near term targets (as well as cash at hand) will *likely finance Scancell for the medium term. As this ONE MaB progresses through development, ongoing payments escalate. This single deal has secured the financial future of Scancell with hardly any of the pipeline lost. This massively de-risks the long term investment.

Furthermore this puts to sleep the notion that Scancell are unable to deliver a commercial deal, or get full value for those deals.

This is looking increasingly like an "Arms Holding" scenario, and I would not be surprised to see more deals follow.

At least now we know why the change of Nomad.

My prediction - a U.S. listing soon.

https://www.trinitydelta.org/companies/scancell/

for those traders that get in and out today without realising the potential of what they held.

anything less than 100% is a travesty imho

when I saw the headline price I thought they had sold the whole platform. Very pleasantly surprised to find this is just one product from the tech.

Now value Moditope!

...and fewer shares ;)

p.s. i am sure Berm will correct some of the basic assumptions I will have erroneously made here ;-)

Good to see something on the SCIB1 trial, but I can infer some positives and negatives from the video.

The trial design slide shows that there is a 35 day analysis for the first cohort then a 25 week analysis on cohort two, before expanding into Simon Stage 2.

We know the first patient in trial arm 2 (SCIB1 and Pembrolizumab) was dosed in November 2021, so we can possibly assume that the assessment periods for the initial cohort of patients has been completed - but that is assuming they managed to recruit enough patients to hit the cohort numbers, which is not necessarily true given that standard treatment evolved in that time.

Arm 1 on the slide (scib1, nivolumab and ippilumab) was only approved in June of this year, so at best we can only be part way through cohort 2 with quite a few weeks before we can expand into Simon Stage 2 of this arm. This is the disappointment for me - just how far we are STILL away from completion of this study after all these years (originally scheduled to END in 2018!)

The main positive take away though is that (assuming the pembrolizumab arm has now expanded to Simon Stage 2) they have seen enough of a clinical response in the earlier cohorts to progress into the later phases. This is further backed up by the increase in number of trial sites. Given that the purpose of a Simon Style study is to give you off ramps where the patients aren't responding in sufficient quantity, and we haven't seemingly taken those off ramps, then this bodes well for the success of the trial to date. AIMHO

then when you have read them, carefully file them alongside updates from Sino Oil and Gas, CIC Fuels, CIC Gold, CIC Precious Metals, CIC Capital, CIC Capital Fund, CIC Securitisation..

Don't know if this point has been made, but Scancell have visibility of 12 months of Scib1/CI trials in Melanoma.

Do you think they would be doing ongoing pre-clinical research in new indications and publishing this work at industry events if the SCIb1 trial was doing anything but well?

was this the research funded by "Headcase" the Gliobastoma charity?