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Trinity have included Covidity in their valuation calculations for the first time, but still exclude Avidimab/glycans mabs.

https://www.trinitydelta.org/research-notes/redmile-funding-releases-the-brakes/

It makes an interesting read and highlights the difficulties in valuing a company like Scancell.

shareguard, I wouldn't get too excited about Avidimab deals in the short term. It has yet to be proved in the clinic.
The first chance of proving its effect on avidity comes with Covidity clinical trials. Let's hope Scancell get as far as a phase 3 trial and it proves its worth. It's great that Lindy has managed to incorporate it in Covidity and hopefully she will also have a great way of delivering the vaccine soon.
Remember, the bar has been set high by Pfizer/Biontech and Moderna. My hope is that Lindy can equal or better these results and produce a vaccine that is easier and cheaper to manufacture and store. But for that we just need to wait and see.

As I understand it, tomorrow is a question and answer session only so let's hope there are some quality questions that give us more in depth information.
Too late now to ask questions now of course, but I hope they tell us whether the recent vaccine announcements will effect the Covidity project.

"As to 4p that's a bit lost on me."
I'm afraid I'm going to give you a C minus for not reading the BB. :-)

An interesting question shareguard and it might need a long answer.
I was very surprised that Lindy managed to incorporate Avidimab in a DNA vaccine such as Covidity. Definitely a left field item to combine 2 platforms in this way.
The picture in Lindy's presentation shows the soft muscle cell throwing out the antibodies with Avidimab added for extra avidity when they meet their target. Now, I assume there are 2 targets in this case:

a) The part of the spike protein used to gain entry into other cells
b) The same APCs that the original DNA vaccine also targets

Now as far as the APC is concerned, does the extra avidity of the antibodies translate into more potent activation/avidity of the T Cells as well. I am hoping Lindy gives the answer yes.

But as to Avidimab being useful in other Covid vaccines, then I suspect this is on a case by case basis. If the vaccine is a mab then maybe yes, if a DNA vaccine then maybe yes. For other types of vaccines, who knows? Let's hope Lindy picks your question :-)

But if Covidity is successful then it puts 2 of Lindy's platforms into the spotlight, not 1 as we thought previously.

I guess Redmile liked Scancell's science and just wanted a bigger slice of the pie which for them is a relatively small pie.

https://hedgefollow.com/stocks/BNTX

The above link shows the slice they have of the Biontech pie.
So I guess they also like the Biontech science.

Who knows why they approached Scancell for the 2nd investment at the time they did. Perhaps it was the result of additional research or as you hint perhaps they wanted to speed things along. Perhaps a bit of both.

Perhaps they always planned to invest more but Scancell were wary of the 30% ownership threshold. Well they have neatly avoided that threshold by now owning 29.11%.

Morning Ivy
Well we know that Ugur is a great fan of mnra vaccines and much of Biontech's resources are working on these to defeat cancer.
But we also know that defeating cancer is a much greater challenge than that of infectious diseases. Ugur's work will continue on the mnra approach to defeating cancer with perhaps more world focus and more money coming Biontech's way.

Lindy is treading a similar path albeit with a very different approach. So will the success she has already had with Immunobody in cancer also translate into success against Covid19? We will have to wait and see. It was noticeable to me the emphasis Ugur placed on T Cell responses and the longevity of these being so important.

What may also become clear is that advances in cancer vaccines are also very relevant to infectious diseases. "A vaccine is a vaccine" as Lindy said. If you can crack the problem of getting the immune system to attack "self" then perhaps the problem of attacking an intruder is an easier problem to solve using the same weapons.

After that Andrew Marr interview, I would vote for Ugur Sahin as world president.
Also very good for the tea industry, he celebrated news of the successful trial with a cup of tea :-)

I have just listened to this.
What an amazing couple and I would suggest similar to Lindy in their single mindedness in seeking solutions to difficult problems.
Back in the lab on the evening of their wedding day!

I asked questions about Covidity

First of all Avidimab
1) To what extent does Avidimab improve the avidity and hence effectiveness of the neutralising antibodies?
2) To what extent does Avidimab improve the avidity and clonal expansion of the CD4/CD8 T Cells?

And then on the delivery method
Do you have milestones for the peptide delivery method
1) Ready for testing in mice
2) Ready for pre-clinical
Is this the activity that is on the critical path?

Really just aimed at Lindy expanding what she told us about Covidity in the presentation.

Just be careful about buying Danish bacon and remember to soak it in bleach overnight.

of course it could be something Mrs Diggles said

Darling, you know that mink coat you were planning to buy me for Christmas ........

500,000 shares is nothing for Vulpes with a holding of 117 million but I think it is possibly a sign to the market that they are still just as keen as ever on Scancell

Its gone a lot lighter over Bill's Mother's

T Cell the cat's role will come under scrutiny

One of my 2 questions to the BOD are for milestones in developing and testing the Covidity peptide delivery method.
I have also asked if this is on the critical path for Covidity.
IMO this is what is holding up Covidity going into a phase 1 trial.

My other question is around more details on how Avidimab increases the potency of Covidity.

I always considered Covidity to be a longshot in the vaccine race with so many runners. But as time goes by it becomes clearer how Lindy is trying to cover all bases.

Safety
The potent T Cell approach
The delivery method
Manufacturing costs
Storage problems
The correct targets
Usefulness in Covid19 mutations
Usefulness in other coronaviruses

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

Slide 28 shows a picture of this.

As I understand it, Avidmab seems to have a 2-fold effect on the efficacy of Covidity

1) The neutralising antibodies have the benefit of Avidimab when binding to the RBD of the spike protein - hence greater avidity in this interaction

2) The same antibodies are accepted by the APC (antigen presenting cell) and this process also has the benefit of Avidimab so again it is a stronger interaction. This stronger interaction translates into better interactions with the CD4 and CD8 T Cells.
I would assume that this contributes to an even higher T Cell avidity and even higher clonal expansion

This addition of Avidimab plus the development of the peptide delivery system are improvements that can be applied to all future Immunobody vaccines. Maybe SCIB2 will be given these 2 improvements whether or not CRUK hand it back to Scancell.
All IMO.

Perhaps she's had a job offer :-)

https://www.lse.co.uk/rns/RMS/pharm-2-farm-update-ucmtz9nheoolobt.html

Well done Dr Gareth Cave of Nottingham Trent for inventing this mask using nanotechnology.