Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
28th Oct - "Given the large size of later stage trials, the Company intends to partner this programme once it has generated proof of concept data from the Phase 1 trial."
25th Jan - "As previously disclosed, given the large size of later stage trials and the competitive landscape the Company does not intend to do further trials and will focus its resources on the oncology platforms. "
if you think these two statements are the same, then I have a bag of magic beans to sell you.
https://www.scancell.co.uk/Data/Sites/1/media/docspres/agm-presentationnovember-2022_final.pdf
Slide 12
First patient dosed - 13th June.
First patient dosed in cohort 2 - 9 weeks later (16th August)
First patient dosed in expansion & CI combo cohort 3 - 11 weeks later (31st Oct)
11 weeks later - Monday 16th Jan
By my reckoning they should have completed the initial review of the CI combo cohort 3 and be ready to progress to full dosing cohort 4. RNS due literally any day on this.
.. or maybe, following the AGM and last RNS, Scancell took a complaint from a trial patient being approached on twitter, and thought it was a result of information they had shared in the RNS. At which point they decided to be less forthcoming with trial data than they hoped they could share with responsible shareholders.
Just saying. It's possible.
@wild - "I must say this period of quiet is intriguing!? We know there is quite a bit of news due !?"
I agree. We know that news is due. We know they will have gathered the info for the news. They have said previously they plan to release the news. So why no news? Very intriguing.
Moditope, Immunobody and Avidimab each have the potential to cause significant disruption to the status quo. Particularly the CI market.
If (and it is still IF whilst we await results) the products deliver on their potential, then any one of them could force a bidding war between the CI manufacturers. If all three come up trumps..
@wild - hypothetically speaking let's say..
CI alone works in 30% of patients
CI with avidimab works in 45%
Moditope works in 50%
CI with Avidimab and Moditope works in 90%
I'd love to hold those hands at the negotiating table.
@wild 100% avidimab will increase the patent lifespan on the programmes.Not contesting that at all. Scib1 becomes iScib1 and gets a new patent. Scib1 patent would remain unchanged, as would the patent that covers immunobody as a whole. That is of course unless they have completely re-patented the platform with the inclusion of avidimab in every product. I dont have the time to read through and try to understand all the new patents, but I trust Scancell and their lawyers to get the maximum possible protection they can. Their patenting has been pretty comprehensive from day 1.
@dalester I believe avidimab only works with monoclonal antibodies (hence the mab in its name), so couldn't just pick "any" drug up, but any MaB would work in theory. I think the more likely scenario would be licensing to a man producer rather than someone picking up an out of patent Mab.
But on that topic, I wonder if Scancell have resisted any urge to outlicence avidimab to CI manufacturers until moditope has cleared its comparative studies?
only thing I would contest in that is the comment that avidimab will extend the lifetime of the immunobody platform. As discussed on here the other day, I believe that the patent for the immunobody platform as a whole will not change as a result of avidimab. Individual products that can have the avidimab enhancement can be granted fresh patents, but the platform as a whole would remain on the original patent - is how I understand it.
Of course, if Scancell were able to produce an avidimab version of any immunobody DNA vaccine then it should be more potent and effective than a non-avidimab version, but but there are plenty of companies out there that will happily mass produce generic versions of off patent medication and undercut the market.
nope, you are correct - the 2022 AGM slides still has high dose cohort 4. It was the formulation without Enolase that they omitted. They just just Modi 1 with both Vim's and Enolase in both of the CI escalation cohorts (3 and 4)