Member Info for RayPointer

As I understand it, CLX is not even a product yet since a formulation has not been decided upon.

As per ME's recent presentation, products are developed as IND-ready before a deal is sought.

So the vital question is "how long before CLX is IND-ready?". That's what you guys should be asking ME.

"2026 - the return of the Fonz" would be my choice of T-shirt.

Happy new year all

JP Morgan reckon that the median upfront payment by a big pharma for a Phase 2 asset is $200million so far this year (see page 9)

That would be a nice addition to the Scancell coffers if we got anywhere near this amount😊

https://www.jpmorgan-official.com/content/dam/jpmorgan/documents/cb/insights/outlook/jpm-biopharma-deck-q3-2025.pdf

Merry Christmas all

Uxm

"Medium upfront payments of over $110 million dollars for preclinical compounds."

Just as a matter of interest, where did you get the figure of over $110 million?

I may be wrong here but what ME failed to mention is when CLX would be IND ready.

Crypto

I fully understand your caution but the situation today is very different to when Richard Goodfellow was showing great confidence in a deal.

Pharma are more open to cancer vaccines being effective although Phil still says there is still some residual doubt out there.

We have changed the delivery mechanism from electoporation which pharma were not keen on.

The latest trial results are for a much greater number of patients (something else that pharma didn't like in the first trial)

The results are so far showing a clear improvement when compared to the Checkpoint67 data and are continuing to improve over time

The next step is getting an IND approved by the FDA which is, so far, looking very hopeful

Obviously, a deal is by no means certain but we do know that this time there are several parties interested.

Very sensible Crypto

See you in 5 years time

ME strikes me as a very personable guy who goes to conferences and chats to anyone who will listen.

But what are the chances of one of these chats resulting in a deal?

Cars, no not "Puritas" I'm afraid

"Recognition for RayP for calling the possibility of Modi data delay, even though Q4 had previously been communicated."

Thanks C11, I am in fact Phil D'H so that's how I knew 😂

Sorry FDA not FDS

Yes, he said that the IND would be submitted this month and discussed with FDS in 1st quarter 2026

The FDA discussions seem really positive and it looks very much like the MHRA and the EMA are happy to follow whatever the FDA decide.

6-12 months I believe is the duration often quoted for arriving at a deal with a pharma.

Or course, it could take longer if multiple parties are interested.

Apologies, I am talking rubbish on the SCIB1/iSCIB1+ comparison.

The PFS figures for SCIB1 are for 26 months and only 16 months for iSCIB1+

So not such great news on ORR (a small improvement on current standard of care) but continuing great news on PFS.

It's also interesting that, iSCIB1+, as well as significantly outperforming the Checkpoint trial on PFS, it is also doing the same when compared to SCIB1. That perhaps points to the memory response being stronger in iSCIB1+.

But it should also be noted that the comparison (PFS SCIB1 v iSCIB1+) is possibly unfair due to the differences in HLA types covered. Also the HLA type 2 patients were channelled towards the SCIB1 cohorts until these were full leaving the iSCiB1+ cohort with very few patients with HLA type 2.

Tradedesk

You make good points but how good it the science?

The expectation of trial updates is obviously coming more into play over time, overhang or no overhang.

Notpotalot

I must admit the odds of 10 to 1 on are not very favourable. Also, my horse did not have May in the name 😂.

Team doom and gloom have entered a horse in the race, how about team ramp. Have you got any horses or is it to be a one horse race?

Val to collapse before reaching the starting gate - 10/1 on 😂