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Where do you get 99% seroconversion from KonarA. This paper has it at 57% for Pfizer after 2 doses:-
https://virologyj.biomedcentral.com/articles/10.1186/s12985-022-01858-3#:~:text=The%20crude%20overall%20prevalence%20of,(p%20%3D%200.04%2C%20Fig.
2 significant problems with the Modi update in the results RNS, both of which should have been avoided:-
1. The information was incomplete i.e. whilst it said that 1 H&K had a partial response and 2 Ovarian were stable, it did not say how many vaccinated patients had actually had scans such that the status off their disease was known. So we don't know, for example, if the Ovarian was 2 stable out of 2 scanned, or 2 out of a larger number.
2. No information was given regarding the interpretation of the information e.g. what does stable mean and is this a positive ?
All in all the modi element of the RNS could have been much better. Hopefully SCLP are going to do a fulsome and clear update in the not too distant future.
This reference to potential agreements in this sentence from the interims seems to give a strong hint that the the next deal(s) may not be too far off. To mention 'potential agreements' must indicate that there are active deal discussions with at least two parties and that there is a reasonable possibility of one or more agreements being reached (otherwise why mention them ?). Hopefully we'll find out soon enough.
'We remain one of only a few companies worldwide that has the capability to produce high affinity, humanised anti-glycan antibodies and continue to evaluate options and potential agreements for the Company's GlyMab(R) antibodies in order to provide further third-party validation, develop the business and generate revenues. '
Ref the roadshows. I have a feeling that this is why the Ovarian patients with stable disease were mentioned in the results RNS. This allows Lindy to talk about them in the roadshows rather than just talking about the responder previously reported.
I was a bit surprised to see them in the RNS as there was no context provided to help us understand their significance (i.e. stable disease is a positive response), but when I saw that the roadshows were taking place I put 2 and 2 together.
Chatty can you explain how the business problems will lead to shortening the cash runway by a considerable amount of time ? What would doing less business cause a significant increase in costs ? Will they be hiring more staff, opening new offices...?? Your comment makes no sense to me, can you help me understand please.
Hi konar - that fact that they switched SCIB1 to pharmajet gives me confidence that they were seeing good results from this delivery method in the Covidity trial, and the fact they are adding avidimab for iSCIB1 indicates that they were seeing real world success with avidimab in the Covidity trial. These both indicate to me that the Covidity trial was showing good results. We'll hopefully know in the next few weeks.
If I were Scancell I would put out a SCIB 1 update around the same time as the Covidity results are released in order to ram home the utility of the immunobody platform for both anti virus and anti cancer vaccines. This will support any plans to sell or licence the immunobody platform.