Member Info for RayPointer

Hi Burble
As for the solubility of moditope peptides, Lindy did remark at another AGM that modi2 peptides were also hydrophobic so it may be that this difficulty of achieving solubility applies to all moditope peptides.

On the TCR collaboration, I thought that Lindy's conclusion was that Scancell would have to wait for the real thing i.e. T Cells activated by modi1 and then revisit the TCR collaboration. So its obviously disappointing to have done all that work with no result, but all is not lost just yet.

"What is the financial plan- revenue plus expenditure."
Yes, I see what you mean.
They should be able to estimate fairly accurately the expenditure but revenue is much harder to forecast since it all depends on deals and that depends on the quality of the data.

I would guess Redmile are used to placing bets on small biotech companies with promising science.
So perhaps they make sure they have a good understanding of the quality of the science and the chances of success. Maybe Scancell had particular attractions since they have multiple shots on goal with 3 possible shots next year. But with the best will in the world they can only estimate chances of success.

I thought the plan was fairly clear from the presentation.

The 3 trials were given milestones.
The possible 4th trial is Modi2 but that is forecast to have similar manufacture problems to Modi1 so this makes it hard to predict a start date.
SCIB2 quite rightly is not given timescales since this is still in CRUK's hands until they conduct their review of trials.
The important thing now is to stick to the trial schedule for the 3 trials and have data starting trickling through towards the end of 2021.

On the research side I thought Lindy was very specific on what her team were now working on. Research milestones are very difficult to predict since Lindy is trying out and developing new ideas. A great example of this is FG2811 which Lindy mentioned could be used to kill specific TCells so leading to a possible use in controlling autoimmune diseases.
Modi3 also got a definite mention.

WTP

I posted a PDF of the 2019 AGM presentation to reference the meeting in Germany.
No doubt a PDF of the 2020 presentations will appear in due course.

As I understand it, the CAB comprises clinical experts who may not be the best people to consult on pre-clinical activities.

2019 AGM presentation

https://www.scancell.co.uk/Data/Sites/1/media/docspres/agm-2019_all_09sep19.pdf

Slide 13

"Successful regulatory Scientific Advice meeting held at PEI (German equivalent of MHRA);
preclinical ‘Gold Standard’"

As I understand it the meeting in Germany was all about manufacturing standards with regard to Modi1.
Scancell knew they had difficult problems to overcome and so were seeking advice from the "gold standard experts"

It's interesting that The Covidity project has managed to increase the potency of the vaccine by enhancing the Fc using Avidimab.
This will also be included in Immunobody going forward. So, for instance, SCIB2 may be re-engineered.

The TCR work seems disappointing but all it means that the starting point T cells need to be produced by Modi1 i.e. they need to be more potent. So this needs to await the modi1 trial. No Biontech deal on the immediate horizon.

The Avidmab/mAB extra work seems interesting. I will need to view this again to gain a better understanding.

The trial timetable is as expected. Let's hope they can keep to this and also that cancer trials are allowed to start recruiting. It was interesting to know how the problems in manufacturing the 3 conjugates were overcome.

Yes, both have similar MCAPs.

For cancer trials I hope there is a definite green light by the government/NHS to restart them.
It does seem that the progress of medical science not related to Covid19 has slowed down because of the pandemic.
A job for Marcus Rashford maybe :-)

Remember that the S protein is like any other protein and is built of long chains of amino acids.
I wouldn't put it past Lindy to find epitopes on the S protein that do remain constant as the S protein mutates. It is probably a lot more more difficult than finding epitopes on the N protein which we know is highly likely to remain constant.

But what we do know is that Lindy is looking for epitopes on both proteins. This is, of course, in addition to generating antibodies.

Yes you are correct Ivy but we get the AGM presentations on Monday. They should appear on the Scancell website.
Then we get a chance to submit our questions in advance.

They're still counting the votes :-)

Watch out for Lindy's new designer outfit on the AGM presentation :-)

If Trumpes lose they are bound to accuse Redbide of voter fraud :-)

Ruck
I wouldn't want either to be honest.

Whoever loses the US election will want to be chairman of Scancell

Evening hasiba

Potentially SCLP is hugely valuable. It has 3 platforms, each of which could be a game changer.
It has been held back in the past due to big pharma's attitude towards cancer vaccines. That is why the SCIB1 trial, although it produced great results on resected patients, did not attract a deal.
So SCLP are having to do it the hard way by providing more trial data.

So Immunobody remains their lead platform at present since it is the only platform with clinical data. The SCIB1/Keytruda trial could change big pharma's perception of cancer vaccines but we have waited for years to get this trial started. Hopefully this will get restarted before the end of the year.
Of course, Covidity is also based on Immunobody and this is IMO awaiting the development of the delivery method.
This, in contrast, should have no hangups from big pharma if it achieves the data it promises to.

But IMO the modi1 trial could be the trial of the century if it lives up to its promise. A big "if" but the concept of moditope has attracted a big scientific following.
On top of that we have modi2 and it looks like this is now pre-clinical.
Each of these 2 vaccines target a set of epitopes that are widely expressed in a lot of different cancers and SCLP have the patent on these targets for cancer treatment.
But it's not just the fact that the targets are ubiquitous, it's the fact that Lindy discovered that moditope activates a type of TCell that she calls "amazing". This is the cytotoxic CD4+ TCell.

Then, if that is not enough, Lindy seems really keen to add value to the 3rd platform. This is Avidimab in conjunction with 5 Mabs that all show great promise. It will be interesting to hear about Lindy's plans for this platform.

So an awful lot of quality research but very little in the way of clinical data. Let's hope that changes next year.

Hi Ruck

Given the fact that shares totalling 59% of the issued shares were used to vote, I reckon Vulpes shares on their own were enough to defeat the motion in the first round.

15.3% was Vulpes %age holding at the time (after the CLNs were converted) so of the votes cast Vulpes accounted for 15.3 x (100 / 59) = 25.9% i.e. enough to defeat the resolution on their vote alone.

I hope the fight does not go 15 rounds :-)

https://www.wish.com/product/5c137ff999471b19819bf1c3?hide_login_modal=true&from_ad=goog_shopping&_display_country_code=GB&_force_currency_code=GBP&pid=googleadwords_int&c=%7BcampaignId%7D&ad_cid=5c137ff999471b19819bf1c3&ad_cc=GB&ad_curr=GBP&ad_price=2.00&campaign_id=8703990225&retargeting=true&exclude_install=true&gclid=EAIaIQobChMI8-jz2cPk7AIViLPtCh00mgC-EAQYBSABEgIF5vD_BwE&share=web

Ruck's front garden