focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Cleaner
I suspect Texas Biomed belatedly decided that Scancell is a company that is worth being associated with.
Perhaps they did a little research into Immunobody and the previous SCIB1 trial, and this was the catalyst for the announcement. Who knows?
But there is certainly no evidence of any ongoing collaboration with Scancell, and if such a collaboration existed it would surely have been RNS'd.
My take on this is that Texas Biomed helped in the testing of the early versions of the Covidity vaccines since they have bio secure facilities. End of story.
I wonder if Turner Pope know about the Crackin inverse indicator
That's a really interesting article from Turner Pope. The support level that the Aim index is looking to rebound from looks very compelling as do the arguments supporting such a rebound.
"TF, you can't argue that prior to the last RNS we rose strongly whether the info came from Scancell or not ."
I cannot see senior Scancell staff trading on the basis of the Scope trial continuing to produce excellent results.
However, the good news will inevitably spread from all connected to the Scope trial. This includes patients and their friends and relatives, hospital staff and anyone else connected to the trial. News spreads fast especially with the help of social media.
Shucks, so when he said "the best is yet to come", he was talking about tomato seeds 😂
There's a lot of knowledge on this BB with no evidence to back it up
Porky, I'm certainly impressed that it only took you one minute to type your last post 😂
What I am getting is how accurate are the tumour measurements and how open are they to mis-interpretation?
I think we have had a similar discussion in the past on this BB.
Thanks for highlighting these discrepancies Burble.
Tell me, is this likely to be discrepancies in the Scancell reporting?
Alternatively small changes in estimating the tumour reductions by the clinicians when reporting the data to Scancell?
BOJO
Also on the poster:
"As of early October 2023:
• 17 pts in whom the combinations of ipilimumab
with nivolumab was planned (cohort 1), were
vaccinated with 8mg SCIB1 i.m. using a needle
free injections system (Pharmajet)."
So, it would appear that recruitment is going well, so more data is being accumulated fairly quickly.
We've not heard the word "Trailblazing" before from Scancell.
Could this indicate that the continuing data (i.e. post the last RNS on the Scope trial) is adding to the already great results?
GF
"Quick question. If we know “90% chance of a positive outcome on the current SCIB1 trial” why haven’t Trinity adjusted their valuation? "
Yes, I assume Scancell have proved that from a sample of 11 with 9 responders, that a statistical analysis proves there is a 90% chance of the trial hitting its stated endpoint (was it 70% responders, I can't remember).
It does look like they have not taken this into account in their own calculations.
Nobody really knows what is going on so people are just supporting their own particular agenda ad nauseam.
ChatGBT and the like is clever IT but not intelligent
Thank you Borsaci06 for a little bit of sanity
Lindy did say the way to commercialisation lays with iSCIB1+ trial results since it would increase patent life. In other words, she is evergreening SCIB1.
Initial results for iSCIB1+ are expected in H1 2024 but this is also dependant on getting approval for a iSCIB1+ cohort in the current trial. Lets hope approval is imminent.
However, this may not stop a pharma seeking an early deal based on the SCIB1 results alone, especially if they continue to be outstanding. They would be taking a risk that iSCIB1+ results do not improve on the SCIB1 results. Lindy thinks there will be an improvement with the statement "If you like SCIB1 you're going to love iSCIB1+".
Venue too small?
No problem TF.
The longer than expected cash runway is particularly important at the current time when there are so many irons in the fire.
A lot can happen in the next 12 months or so.
The optimist in me says:
1 Scope trial continues to produce great results
2 Initial iSCIB1+ results exceed those of SCIB1
3 Initial Modi1 with CPI results are looking to probably far exceed current standard of care
4 Genmab first stage payment
5 2nd Glycans deal
6 CAR-T Glycans deal
😊
TF
"So if we get such 'revenue', that would be an extra. IMHO"
I agree, this is not like TESCO where you can predict future revenue with a reasonable degree of accuracy.
We may get a second Glycans deal
We may get a Glycans CAR-T deal
We may get a stage payment from GenMab
Fascinating equation, isn't it?