The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
With all due respect, that all depends on what Redmile's exit strategy is. It may well be an evolving strategy as events unfold.
They may mirror Lindy's confidence in Scancell's products, and are willing to await compelling data that shows that Scancell is well ahead of the rest of the pack. At that point, their strategy may be to await deals and not to look to offload. In fact their current strategy, given the emerging data in the Scope trial, may well be to await deals.
After all, they did do their due diligence before investing and subsequent events (obviously, apart from the SP) have served to validate their decision to invest.
Keep repeating your last post violin
If seems to have kick started s SP recovery ๐
PM
With all due respect your last post is mainly about your aspirations for VAL rather than hard facts.
11 out of 10 people do not understand statistics
Are you bored Ruck?
๐
PM
You say:
"Well I have information that indicates it is not the case.
The deal is very much on."
Are you going to share with us this information?
Puffing Billy took me to London when I made my first investment in Scancell
Let's have more of a bullet train from now on.
Welcome back c7.
Good afternoon Bushy.
No posts over the weekend!
You didn't get laid by any chance?
The other explanation for the SP drop is that folk realised that the supposed merger of EUDA and THX was not happening , and they just lost confidence, which is hardly surprising.
Hi Chester
My take on this is that the market size for late stage unresected melanoma is $1.5 per annum currently.
Scancell's plan is to prove iSCIB1+ with the 2 CPIs and then this becomes the marketable product for unresected late stage melanoma in combination with CPIs.
However, if and when a deal is made, our partner must surely be mindful of SCIB1's monotherapy success for resected late stage melanoma in the original trial. The chances are they would want to conduct a trial with iSCIB1+ both as a monotherapy and also with CPIs for late stage resected melanoma. So that trial, if it takes place, and it is at least as successful as the original trial, would open up a second market for resected late stage melanoma.
But it may not end there, since iSCIB1+ may also be effective as a monotherapy in early stage melanona. Richard Goodfellow did state that SCIB1 was vey good at mopping up melanoma metastases. This suggests that maybe it could also be used at any stage, especially if iSCIB1+ proves to have the same lack of toxicity as SCIB1.
I wouldn't like to guess what percentage of the total melanoma market iSCIB1+ would attract.
https://www.databridgemarketresearch.com/reports/global-malignant-melanoma-treatment-market
This article suggests that the market size is expanding rapidly, possibly as a result of global warming and depletion of the ozone layer.
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC8960955/
Thank you Cleaner.
https://www.scancell.co.uk/Data/Sites/1/media/docspres/agm-presentationnovember-2022_final.pdf
See Slide 19
That famous swim chart shows superior results with SCIB1 alone (no CPI included) in the adjuvant setting, albeit with only 16 patients.
I'm tempted to say far superior results since 14 of the 16 patients were still alive after 5 years (12.5% death rate) whereas the Moderna trial death rate was 22% after 2 years.
Again, caution because of low numbers in the SCIB1 trial.
However, overall I would be tempted to say "try again Moderna"
Much better to steal the stock
https://www.youtube.com/watch?v=yWnP-UdWabs
This sentence in the RNS is music to my ears:
"Recruitment into the iSCIB1+ cohort is expected to be complete by the end of Q2 2024, with early data expected in Q3 2024."
I should think that many patients that have been turned away from the current Scope trial are now eligible for the new cohort.
Of course, iSCIB1+ now has to prove itself.
Yes, the muted reaction of the market certainly gives us happy clappers more opportunities to increase our holdings in SCLP.
To me, this is an very important RNS since it represents another essential hurdle overcome.
And the best to you also C7.
Hope to see you posting more frequently here.
Hello C7.
How are you doing, fella?
The market still fails to comprehend the importance on this trial.
Leon Coetzer alias King Midas ๐
Must be another typo from BT. ๐