Member Info for KonarA

Don't know if its been observed before now.. but is it a coincidence that the first time we have been invited to present trial results (as opposed to a poster session) at AACR is when Keith Flaherty (of 2015 breakfast with Lindy fame) is Chair of the Programme Committee. He was originally planned to be the lead investigator on the SCIB1 phase 2 combo trial.

Exaggerated example for effect:

A share is for sale by three market makers

MM1 prices it 10.5p to 11.5p

MM2 prices it 11p to 12p

MM3 prices it 11.2p to 11.6p

This gives us a range of 10.5p to 12p and a share price of 11.25p

MM2 offers to buy your shares for 11.4p (below their mid price of 11.5). For you this is a SELL, but as the SP paid was above the share price (11.25) it is recorded as a BUY

MM1 offers to sell you shares at 11.2p (above their mid price of 11). For you this is a BUY, but the SP paid was below the share price (11.25) it is recorded as a SELL.

The wider the spread of the share (currently 14.286% for SCLP), the more likely these types of scenarios occur.

"Ultimovacs had set a very high bar for UV1 by comparing it to the ipilimumab and nivolumab combination, currently considered the most effective treatment for this patient population. " - I'm surprised they can get away with saying that. They were not comparing UV1 with Ipi+niv combo. They were comparing UV1+Ipi+Niv versus Ipi+Niv.

Talking about the antibodies "so these are the ones we are doing the deals on"... slip of the tongue by Lindy there?

"SCIB1 + CPI : Can the ORR % move into the mid 90's with the remaining patients reaching 1st Scans."

This is by no means necessary for the trial to be considered successful and is setting an unnecessary expectation among shareholders. Doublet Therapy ORR is 48-58% so anything meaningfully above this is a success. We do not need to push current ORR into the 90%s to be considered successful.

I haven't had opportunity to really read / reply since the AGM, so I don't know if this has been discussed before now (i did do a site search for the term SC134 and found nothing in the last month).

During her presentation, Lindy described that the antibody SC134, has been made into a T-Cell Redirecting Antibody - meaning it is now a product.

Part of the reason why the 680 million deal (particularly the upfronts) was "so low" was because Genmab have to do a lot of the "heavy lifting", which includes actually defining the products. Given that Genmab still haven't listed these products in their portfolio, we can only assume that this work is ongoing. This gives an idea of how much work is involved in defining these products.

The fact that Scancell have completed the product definition work for a SC134 T Cell Redirecting Antibody Product means any deal could be more valuable than the last.

You "doubted the Trish stuff"

The clinical data for that patient was included in the clinical update RNS.

Case closed.

You "doubted the Trish stuff"

The clinical data for that patient was included in the clinical update RNS.

Case closed.

It would be great to get an update ahead of the AGM to allow them to discuss the latest results. Approval on iScib1 is due any time and that would be a good end of year boost. We could also see an update on Modi1. The monotherapy cohorts should be quite advanced by now - some ovarian cancer data is already out there. But the combination trials have been running for a while now. That's where I'm hoping to see most clinical results.

The bast case scenario though would be a commercial deal. I half expect a deal on the mabs to land in an RNS each morning!

Hi Berm - the associated story was published in October 2023, Where are you getting the january 2022 date from?

https://www.ksat.com/news/local/2023/10/02/new-type-of-covid-vaccine-showing-promise-at-texas-biomed/

I must admit, it never made sense to me, why they would be going back to mouse/primate trials after being in phase 1 in SA. The logical explanation is that they didn't. But none of this reporting lines up date wise. Its certainly worth a question at the AGM.

Https://youtu.be/_craqSPllG8?si=px7-zabxmgZV3N5U

link without the 80s time stamp

Https://www.youtube.com/watch?v=_craqSPllG8&t=80s

explain this then?

Has the investor forum simply not been tagged onto the end of the AGM?

"After the AGM, Scancell's senior management team will be presenting the final results for the year ended 30 April 2023 followed by a Q&A session, and all shareholders are invited to attend in person. A copy of the presentation will also be made available on the Company's Documents & Presentations section following the presentation."

I don't recall where/when it was said by Scancell, but I seem to remember being told previously that the next milestone payment is on successful product definition. Genmab can name up to 3 products using the different modalities, so as Berm say's - lots of work to be done.

Https://www.scancell.co.uk/Data/Sites/1/media/docspres/230919-phase-2-scope-trial.pdf

Page 6 Patient 2 (yellow line on right chart) for reference.

And the data from the 19th showed the 10th patient on a reducing tumour volume trajectory but just missing the threshold at the point for being classed as an Objective Response (greater than 30% reduction). Its reasonable to think by Friday that patient could have increased the ORR to 91% (10/11)

The abstract also includes that the ethics approval was provided by the North East - York Research Ethics Committee. If the protocol amendment to include iSCIB1+ in the scope trial is waiting on ethics approval, then worth noting that they next sit on Friday this week.

Worth noting a couple of other changes in the document.

Removed the INCLUSION requirement for a biopsy sample of tumour available for analysis of programmed death-ligand 1 (PD-L1) expression.

Removed the EXCLUSION criteria of diagnosis of Uveal Cancer.

Been a good four or five years since I last held CASP shares. Saw they had an RNS out this morning so thought I'd take a nosey at how the deep wells are doing nowadays...

*reads RNS

stuck pipes - check

no deep well production - check

deep well side tracks planned - check

rigs getting moved around - check

no international sales - check

but no mention of stuck drilling mud, so that's progress!

The BOD have been promising deep well success is "just around the corner" for years now.

A 26mm sphere has a volume of 9.2cm3

A 23mm sphere has a volume of 6.37cm3

or put another way, one is 30% smaller than the other.

Lets maybe wait for official interpretation of all results.