Member Info for Marcus134

Iscib-1 off the shelf advantage

As of January 2026, the "off-the-shelf" nature of iSCIB1+ offers several practical and clinical advantages over personalized mRNA vaccines like mRNA-4157 (V940), primarily centered on speed and accessibility.

1. Speed of Treatment

Instant Availability: Unlike mRNA-4157, which requires a biopsy and custom manufacturing for each patient, iSCIB1+ is pre-manufactured and can be administered immediately upon diagnosis.

Elimination of Wait Times: Personalized vaccines typically require several weeks for genetic sequencing and synthesis. For patients with rapidly progressing advanced melanoma, this waiting period can be a significant barrier.

2. Manufacturing and Scalability

Cost-Effectiveness: "Off-the-shelf" vaccines are significantly cheaper to produce at scale than personalized therapies, which require a dedicated manufacturing run for every single patient.

Standardized Quality: iSCIB1+ relies on a robust, standardized GMP manufacturing process, ensuring consistent product quality across all patients.

3. Broader Patient Reach (iSCIB1+ vs. SCIB1)

Expanded Target Population: While the original SCIB1 was limited to roughly 40% of patients with a specific HLA tissue type, the next-generation iSCIB1+ includes additional epitopes that make it effective for approximately 80% of all melanoma patients.

Simple Identification: Patients suitable for iSCIB1+ can be identified through a simple HLA biomarker test rather than complex tumor sequencing.

4. Clinical Integration

Combination Flexibility: Its off-the-shelf nature allows it to be easily integrated into standard-of-care immunotherapy regimens (like Nivolumab + Ipilimumab) without the logistical complexity of coordinating with a custom vaccine's arrival.

Needle-Free Delivery: iSCIB1+ is administered via a needle-free intramuscular device, which simplifies the clinical procedure for both patients and providers.

Comparison Summary (2026)

Feature iSCIB1+ (Off-the-Shelf) mRNA-4157 (Personalized)

Wait Time Zero (Immediate) 4–8 Weeks (Typical)

Logistics standard clinical stock Custom manufacturing/shipping

Patient Fit ~80% of patients (HLA-matched) 100% (Tailored to individual)

Complexity Low (Ready-to-use) High (Sequencing & synthesis)

The specific percentage of patients remaining disease-free at 5 years has not yet been detailed in public reports.

Earlier milestones from the same study provide the following disease-free (recurrence-free) survival (RFS) percentages:

18 Months: 79% of patients in the combination group were disease-free, compared to 62% in the Keytruda-only group.

2.5 Years: 74.8% were disease-free in the combination group, compared to 55.6% in the Keytruda-only group.

3 Years: The trial continued to show a 49% reduction in risk, maintaining the trajectory established in earlier readouts.

The companies (Moderna and Merck) have stated they plan to present the full updated analysis of these primary and secondary endpoints at a future medical conference

Merck-Moderna cancer vaccine sustains 49% melanoma risk reduction at 5 years

The five-year results come from a phase 2b study that tested intismeran autogene in combination with Merck’s Keytruda in people with high-risk melanoma after complete resection. Compared to single-agent Keytruda, the combination cut the risk of recurrence or death by 44% after two years and by 49% after three years.

HTTPS://www.fiercebiotech.com/biotech/merck-moderna-cancer-vaccine-sustains-49-melanoma-risk-reduction-5-years

Based on early data from Scancell’s Phase 2 clinical trials, 88% of Stage III/IV melanoma patients who were treated with the SCIB1 DNA plasmid cancer vaccine following surgical tumor resection remained disease-free for 5 years.

Https://www.biospace.com/deals/pfizer-makes-530m-vaccine-play-with-novavax-deal-after-rumors-of-biontech-pullback?utm_campaign=33719445-2026%20%7C%20Daily%20Social&utm_content=366259100&utm_medium=social&utm_source=twitter&hss_channel=tw-21793154

Up 64%

GSK has agreed to acquire US-based biotech firm RAPT Therapeutics in a deal valued at $2.2 billion, strengthening the British drugmaker’s pipeline in immunology and inflammation.

Phase 2 pipeline

https://rapt.com/pipeline/

True Bermuda.

Valuation Increase: Trinity Delta raised its risk-adjusted Net Present Value (rNPV) for Scancell to 36p per share (from a previous 32p) in August 2025. Some subsequent updates have cited a slightly higher rNPV of 37p as clinical data continued to mature through late 2025.

It should be a very busy year Bermuda.

Volume

2,221,886

Avg. Volume

1,049,787

Panmure, in its note, was not getting too carried away but told clients: “Significant value is building, with the potential to crystallise in the near term if a partnership is concluded.”

The broker is a buyer of the stock up to 32p

Trinity 36p

What will the new target be if we get a good iScib-1 deal and Modi-1 data is good?

Glymab T news, Genmab news hopefully.

Volume

1,718,610

Avg. Volume

1,049,787

Https://youtu.be/RLT5jF0SwcU?t=456

New SCLC Therapies:

https://youtu.be/WtjWo35zfyE

Good find CW

Hi Burble,

true but any cheeky low ball offer would be rejected by Vulpes and Redmile.

A decent offer would then probably flush out others like BMS, AZ, Roche, Merck etc. who may fancy Scancell.

I see Oxford Biomedica have received a takeover approach.

We still retain the rights to Car T for all of our Glycans.

CAR-T cell therapies for solid tumors, recently announced clinical data from its Phase I/IIa study of IMC002, a VHH-based anti-CLDN18.2 CAR-T therapy, in patients with advanced gastric cancer

In evaluable patients, IMC002 achieved an objective response rate (ORR) of 66.7% (10/15)

Notably, one patient in the 2.5×10⁸ CAR-T cell dose cohort achieved a complete response (CR) and has remained tumor-free for 60 weeks

https://www.biospace.com/press-releases/immunofoco-presents-phase-i-iia-data-of-imc002-at-asco-gi-2026-highlighting-a-durable-complete-response-beyond-one-year-and-a-66-7-orr-in-advanced-gc-gej

60% of Biotech acquisitions happen between phase I and phase IIa.

Only 10% happen in phase III

Sweet spot is under $10 billion.

Buyer wants assets that they can integrate easily into the company.

Probably why Glymab Therapeutics is forming.

I realise that this is highly speculative at this stage but fun to look at.

Again, wild guess time but if we get 10% royalties on an iScib-1 deal .

Analyst forecasts for the potential peak sales of iSCIB1+ in advanced melanoma are approximately $3 billion, with a significantly larger potential market in earlier-stage settings.

Neoadjuvant/Adjuvant Setting: In the earlier-stage neoadjuvant/adjuvant setting, which represents a much larger patient population, the market potential is estimated to be around $6 to $9 billion.

10% on even $1 billion is $100 million

$3 billion $300 million

$6 billion $600m

Industry/Segment Average P/E or Key Metric

Small-cap Biotech Often N/A or Negative Many operate at a loss due to high R&D costs.

Biotechnology (General) ~18 - 20 This average includes many large, profitable firms.

General Market Average ~20 - 25 A general benchmark for the broader market.

Add the platform of Immunobody

add the Moditope platform

add Glymab therapeutics and Avidimab

upcoming milestones

• iscib1+ deal

• modi-1 clinical data in rcc in combination with cpi

glymab news

clear path to substantial markets with multiple value drivers

• iscib1+ could set the new benchmark in advanced melanoma

• modi-1 showing early efficacy in multiple tumour types

• glymabs therapeutics established providing strategic optionality

what will scancell do with the money from a deal....?

push on with modi-1

modi-2 is planned to employ four ****citrullinated peptides that are conjugated

to adjuvant and presented as micellar nanoparticles using the novel snapvax

technology that was licensed in november 2022 from vaccitech. snapvax

enables peptides to self-assemble with tlr-7/8a, a powerful and proven adjuvant,

to promote strong t cell responses and overcome the formulation issues that are

often associated with immunogenic peptide antigens.

glymab therapeutics may raise money separately for this.

sc134 is a redirecting t cell bispecific undergoing functional analysis and

targets fucosyl gm1, with an initial focus on small cell lung cancer (sclc).

fucosyl-gm1 is known to be expressed in up to 90% of sclc and, unlike

many other lung cancer antigens, has little or no expression in normal

tissues.

(now focusing on pfs, os)

the cohort investigating hpv negative head and neck squamous cell carcinoma (scchn) was designed to determine if the overall objective response rate (orr) in patients could be improved by combining modi-1 moditope® in combination with standard of care single agent checkpoint inhibitor pembrolizumab. three of the seven evaluable patients that have received immunisation with modi-1 moditope® combined with a checkpoint inhibitor have demonstrated a partial response as determined by recist 1.1 tumour assessment at their 25-week scan. this equates to an orr of 43% compared to historical orrs of 19% for pembrolizumab and 13% for nivolumab. in view of the significant improvement in response rate and the good safety and tolerability, this study is well positioned to continue enrolment into simon stage 2.

chief investigator christian ottensmeier, professor of immuno-oncology at head and neck institute, university of liverpool, commented: "this positive preliminary clinical read-out validates the scientific rationale for moditope®

vaccines as a therapy with real potential to improve outcomes achievable with checkpoint inhibitors alone. given its good safety profile and ease of use, i remain keen to continue using this vaccine as well as explore the application of modi-1

ovarian orr 44%

dr david pinato, principal investigator at imperial college, commented:advanced ovarian cancer is an aggressive cancer which is hard to treat. a disease control rate of 44% with modi-1 in patients who have exhausted most treatment options is very encouraging

awaiting kidney, rcc data

moditope® in the neoadjuvant setting.

Panmure, “Significant value is building, with the potential to crystallise in the near term if a partnership is concluded.”

Panmure also said "That stage, however, is also when interest from big pharma tends to crystallise into investment, with deep-pocketed blue-chips often picking up the bill to push a promising drug towards sign-off."

Dr Heather Shaw lead for the Medical Oncology Skin Cancer Service at University College London Hospital Ldn said The prolonged progression free survival demonstrates iSCIB1+ in combination with checkpoint inhibitors has potential to redefine standard of care

Https://www.genengnews.com/insights/trends-for-2026/seven-biopharma-trends-to-watch-in-2026/?utm_content=363117176&utm_medium=social&utm_source=twitter&hss_channel=tw-31484145