Member Info for KonarA

Well we know they are in active discussion on licensing so I guess that would put them in a close period.

@Berm - do we know how long it took for those patients to achieve those results?

I'm talking materially... on the bottom line. Not just sentiment.

Bit early for bed isn't it? Goodnight anyway!

@violindog - I agree they could possibly have added that as a caveat to their view, and I do believe it is a very important appointment, but as yet we haven't actually seen any impact of that appointment.

"We continue to view the current share price as derisory; reflective of poor market sentiment for biotech stocks and the early-stage nature of the business, with management too focused on the science, rather than medium- and long-term commercial aspects."

Lots of harm done.. you encourage that cess pit over here. IMO

@Berm - I wouldn't be surprised for iScib1+ to go for Breakthrough Therapy status

I fully agree with this statement from Innanco

"07:11 inanaco: i don't think folks have fully comprehended the significance and opportunity that this gives to the immunobody platform"

The greater the margin of success the faster the delivery timelines and the higher the profile. If Iscib1 delivers the same results in the wider melanoma population (and there is little reason to think it won't) then this will be huge news. A therapeutic cancer vaccine finally delivering a step change in cancer treatment will be global news (imho).

I submitted a written questions at the presentation asking for an explanation/details about the patient(s) during nearly a year of recruitment pre doublet therapy. We know at least one patient that was treated during this period.

A combination therapy has nothing to do with patent life. Each drug would retain their own patents. If SCIB1 is approved for use in combination with Yervoy, then it also approved for any generic versions of this.

A combination of drugs as a treatment is not the same as incorporating Avidimab into Immunobody. This is fundamentally creating a different product, hence the patent reset.

The company stated objectives ahead of the monotherapy trial arm is

Null Response Rate = 5%

Response Rate of Interest = 25%

Given the monotherapy disease control rate in advanced "UNTREATABLE" ovarian cancer is 44%, well above the Response rate of interest, then I would love to understand how you have decided it is not commercial?

Is this what they warned about in ghostbusters when they said don't cross the streams?

The link to the scancell proactive poster... a nice reminder that the scope of the original SCIB1 + CI trial was 25 patients.

The latest update to the trial record shows estimated total enrolment of 87 and Scancell updated to say 73% of those had been recruited. Doesn't sound like a trial going badly - and top line results are due Q4 (and an update given in Sept)

When I looked into this before, it seemed that the shareholding in Scancell got mentioned in the Genmab annual report for a couple of years after, but then stopped getting reported. There was no official statement that they had sold, but I took it to mean they had sold up.

Maybe worth remembering that the aim of the monotherapy arm of the trial is to see 25% of patients responding to treatment.

From the ovarian treatment arm - 44% disease control rate at 8 weeks (with 4 still being measured post 4 months - 25%)

From TNBC - 25%

From head and neck - 25% including the partial response still on trial @37 weeks.

From its official stated purpose, Moditope is doing exactly as expected.

Its the equivalent of me missing my bonus targets for the year, and saying "well give me another three years, and maybe I will hit it".

I'm not too happy about the automatic extension of these options, and I do not see how this in the shareholders interest. The directors are renumerated with a salary and the options are the added incentive to drive the share price. Every time these are automatically extended, you are removing a good deal of incentive from the CEO to be mindful of the share price.

I really think the interview seriously damaged sentiment, when Prof Durrant casually said money may need to be raised again at the end of 2024. I get that she needs to be honest, but there is certainly a way to say it.

"Obviously as a result of the decision to focus on the two core products, we have extended our cash runway to the end of 2024. This affords us more time to engage with the interested parties and hopefully conclude a deal with sufficient up-front payments to fund the business going forward. However, that is of course dependent on the third party being willing to complete a deal, so we can never say that a cash raise to the market won't happen, but I can assure out current shareholders that our aim is to be a self-sustaining business and we are working hard towards that end"

Its not that hard.

Https://www.liverpoolecho.co.uk/news/health/mum-news-never-expected-after-26852352

"Why are the little little ramp group not buying when they mocked me for doubting the trish stuff and warning others .

Its right there in the RNS you utter clown

"One head and neck patient achieved a partial response and remains on study at week 37"