Member Info for RayPointer

https://hedgefollow.com/stocks/BNTX

According to this, Redmile, although having reduced their holding by 59%, they are still
the 2nd biggest hedge fund holder.

Yes you are right miavoce, I stand corrected.

Morning Ivy
We are told by Lindy that Avidimab

1) has the potential to increase the Avidity of any mAB
2) can act as a platform for delivering drugs
3) has its own killing action.

It looks like 1) can be proven to a great extent by Covidity and possibly reinforced later with a re-engineered SCIB2 trial.
Perhaps 3) Can be proved by the efficacy of the glycans mABs, so I wonder if Scancell are planning a clinical trial for 1 or more of these
2) Is an unknown at present but Scancell were recruiting a CAR-T specialist. That might be significant

So it appears that Scancell's strategy is to add more value to Avidimab using a combination of clinical data and perhaps more mouse data for some aspects. We are also told that the pharma willing to do a deal has not gone away.
The aim of this strategy is to obtain a much better deal or deals for Avidimab and also possibly the glycans mABs.

IMO we won't see a deal in this area for at least 12 months. For the first time Scancell have the luxury of delaying any potential deals until they have much more of that all important data.

Spot the deliberate mistake

IMO not a good article.
They got the expected start date of the Covidity phase 1 trial incorrect stating Q1 2021 instead of Q3 2012.

I would have based my article around the clinical timelines in the AGM presentation

https://www.scancell.co.uk/Data/Sites/1/media/docspres/scancell-agm-2020_final.pdf

Slide 19

https://www.nottingham.ac.uk/pharmacy/people/james.dixon

If I remember correctly, James Dixon was one of the 2 scientists Lindy previously used to supervise a PhD study on lipid-based delivery.

"The PhD will also directly aid attempts to translate antibody and peptide-engineering knowhow to generate a rapidly deployable and safe immunisation system for multiple complex diseases."

mmm ..... very interesting

Yes SCIB1/Keytruda is using Ichor.
A shame really after the Covidity developments.

Maybe the Bee Gees will give us some great PR

https://www.youtube.com/watch?v=fNFzfwLM72c

No problem Burble

Thanks for all your input.

I like the visual Burble. :-)
I understand at a simple level your explanation about gaining entry to the cell without rupturing the membrane. It is essential to get this right.

I was more interested in how the plasmid, the nanoparticle and the peptide are combined in the first place. I have this picture of the plasmid in the nanoparticle but not too tightly enclosed and then the peptides on the outside of the nanoparticle. How to achieve this structure is what I was trying to understand.
Whether it is just a case of mixing the components together and they are mutually attracted to each other or alternatively employing a more complex process.

Thanks Burble

So am I right in saying that the delivery peptide will be designed in such a way that it has a natural attraction to the DNA plasmid (simple positive charge attracting a negative charge) so it naturally forms a conjugate for delivery?
There is nothing in terms of extra chemistry that needs to be done to effect this conjugation other than just mixing them together in the correct quantities?

I take your point that there may be extra steps to ensure stability and it is fit for delivery to humans.

Hi Burble

One question leads to another:-)

So in the case of Covidity, Scancell have commissioned the manufacture a batch of a DNA plasmid for a clinical trial.
So when they devise the peptide nanoparticles for delivery, is it a simple process to combine the DNA plasmid molecules with the peptide nanoparticles and how do they do this?

Also, who would do this? Scancell or the manufacturer?

Sorry, my question became multiple questions.

When Scancell announced that they were developing a Covid19 vaccine based on Immunobody, I did a search for any research about using activated TCells to fight viruses. I didn't find much and what existed seemed to be largely early stage and speculative.
Of course, a lot more research is now happening in this area as the importance of memory TCells in long term immunity becomes clearer. Cancer related research is invading virus related research IMO.

So just to summarise, Lindy has

a) invented a platform for activating TCells
b) given it flexibility to target multiple epitopes (SCIB2 has 16 targets)
c) further strengthened it with Avidimab
d) Is seeking a peptide delivery method - this is going nicely according to the AGM presentation
e) targets epitopes of the N protein that she believes is constant over different coronaviruses
f) also targets the S protein - as I understand it using both TCells and also neutralising antibodies
g) Is easy and cheap to manufacture
h) has a long self life

Of course, we have to wait to see how effective it is, but it shows a bit of promise :-)
If it is successful, it also highlights the usefulness of the Avidimab platform, so a possible double whammy.

AB
I should think that, if SCIB2 returns to Scancell, then LD will want to add Avidimab and also possibly change the delivery method to that used by Covidity.
These are IMO obvious improvements to me.

Windows 7 is a dead operating system

https://www.youtube.com/watch?v=vZw35VUBdzo

Around the time that the SCIB2 delivery was determined Lindy also commissioned her mates at the Nottingham School of Pharmacy to initiate a PHD study for a new delivery system. Let's hope that is now close to fruition for Covidity and perhaps SCIB2.

Covidity still on track for early H2 2021 trial start

Avidimab - gives even higher avidity
N protein targeted as well as S protein
Enhanced memory response
Long shelf life
Easy storage

LD believes Avidimab has a unique place in the market

modi3 designed to stop recurrence of tumour
patent filed

scib1 hope to open more UK centres. US not possible at this stage.
Trial protocol has been revised.