Member Info for RayPointer

Carry on ramping

I think the latest writeup from TD says just about all we need to know with the exception of Lindy's new research giving an extra boost to SC134

As I remember, Ovarian was the most promising of the 4 monotherapy cohorts but, as you say Marcus, Scancell could go no further with this indication.

It's looking very much like Modi1 is going to be most effective in combination with CPIs, so in this respect it is similar to SCIB1.

I am guessing that it is something to do with current trial cohorts.

At the last TD evaluation there were perhaps the 4 monotherapy cohorts being recruited for monotherapy (Ovarian, TNBC, Head and Neck, Renal).

The current situation has been reduced to Renal and Head and Neck cohorts only but in combination with CPIs.

Then in addition Head and Neck also has 2 pre-resection cohorts.

In summary, it is possibly concerning the fact that there are no longer active cohorts for Ovarian and TNBC.

"In Oxford, Professor Sarah Blagden is attempting to stop cancer before it even starts. Can she bring together several recent breakthroughs to create a world-first vaccine?"

Well, for melanoma, SCIB1 is surely worth considering

Even Elon Musk would be happy with that salary 😂

Remember glymabs are pre-clinical (with the exception of SC134) and, as such, Lindy's team and the development team have not done as much work on them as the Immunobody or Moditope platforms. Indeed, the initial work was done by PHD students under Lindy's supervision at Nottingham Uni.

However, Scancell did invent Avidimab as part of the work carried out.

So, if GT turns out to be a winner in terms of investment or a deal, then the time and effort spent on glymabs should end up giving a very good return on investment.

" You don't sign a licensing deal with no clear plans so this should be in place."

That's exactly what you do if the deal is between two lifestyle companies

Val are still working on CLX formulation and delivery.

Also we haven't seen anything published on CLX since VAL took it over.

That certainly does not bode well for having it ready for the clinic any time soon.

As for Ambrose, how much have they raised so far, and how much has been spent on lifestyles? The 900k they raised seems to have disappeared.

And Lindy also has

"Interesting that the registration trial scope now includes neo-adjuvant as this will materially increase the cost of the trial...I wonder if a potential partner has pushed for this given the probability of success and the huge increase in market size."

Quite likely I would say, miavoce

It's fairly obvious that big pharma would also look at the original monotherapy neoadjuvant trial results. Not a large sample but nonetheless outstanding results.

Thanks cleaner

I don't spot any new data.

One thing that is beginning to stand out, as posters have previously mentioned, is the divergence of the PFS graph when compared to the CheckMate 067 trial.

The period from 11 months to 22 months is particularly striking:

The SCIB1/iSCIB1+ PFS has stayed constant at 69% in this period

In contrast the Checkmate graph has declined from around 53% to 41%.

IMO, clear evidence of the memory TCells at work of which CPIs have none.

On the other hand, as time goes by, having sellers around gives us more opportunities to pick up cheap shares.

Plus any payment from Genmab would extend the cash runway, albeit by a small number of months.

To me, it is a no-brainer, spend any extra cash on trials, research and pre-clinical work to add more value to the company.

Thanks for the link Bibio

It is interesting but why no mention of Scancell's vaccines and, in particular, SCIB1?

"Market cap one quarter that of Val."

I think you've got your decimal points in the wrong place 🤣

AI has just informed me that pies do not come from the sky😂

Can I also add my thanks to Botski and Bobust

"- Some new T Cell engager tech that helps improve efficacy and reduce toxicity of antibodies separate from avidimab. Graph showing improvement of Sc134 with the tech applied. Patent has been filed. "Getting a lot of interest"."

This sounds particularly interesting and no doubt Lindy will be publishing about this in due course.

Lindy previously referred to SC134 as the "Holy Grail". It sounds like we have an upgrade on this.

Creams cakes are banned because they are much messier in the event of a fight.

Maybe the cheerleaders have lost their pom-poms

Thanks Torquay

I'm not sure who Phil is talking to in this video.

They certainly don't look like high-powered CEOs 😂