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"The question now becomes "by how much" does it exceed standard of care and "in how many indications". That will determine the value of the product."
I agree with Konar that this is the crucial question.
The information we have at present tends to suggest that Modi1 is maybe improving on the current standard of care.
But we will only know the size of the gap (if any) between the current standard of care and Modi1 results as more statistically significant results emerge.
It will also be interesting to see whether or not there is the expected improvement in data between the monotherapy cohorts and those with CPIs. That comparison is further away than updated data from the monotherapy cohorts.
Then we also have the pre-surgery cohorts which, in theory, could show an even greater improvement.
So, in summary, there is a long wait before we get the complete picture.
That's not to say that successive updates begin to give a clearer picture and, more importantly, a picture that grabs the attention of big pharma. I would guess that Lindy would want to complete the trial before considering a Modi1 deal. Who knows though, she may receive an offer she cannot refuse :-)
The other thing that Lindy explained was that the trial was designed to find the sweet spot.
With 4 indications and 3 modes (monotherapy, combined with CPI and prior to surgery) we are a long way to determining that sweet spot. In fact, we may end up with more than one sweet spot.
We have to be aware that being successful in mice experiments in no way guarantees success in humans.
However, we should also note that the timescales are very different with Burble estimating that 1 mouse day is equivalent to 40 human days.
The poster that Lindy presents will be of interest to fellow scientists.
We know that there was already interest way back in the days of project blueprint. Now, for the first time, Lindy will be giving information about the very first Moditope clinical trial.
This has got to be good news since it is likely to increase interest amongst fellow scientists.
I am hoping that the poster will provide initial evidence of the chain of events that Modi1 induces.
We know that all patients were experiencing hyper-sensitivity reactions. Perhaps Lindy will provide measurements of this. Next comes the level of Interferon Gamma expressed by the CD4 TCells in proximity to tumour cells. Then comes the expression on the tumour cells of the expected epitopes.
These and possible other measurements will show fellow scientists that Modi1 is indeed doing what it is expected to do at each stage of the process.
It certainly will be fascinating to see such measurements and let's hope that they live up to Lindy's own expectations.
But we have to be aware that we are still at an early stage in the trial.
Two things seem to be certain:
Firstly, there will be a great deal of interest in Lindy's presentation amongst fellow scientists. After all, Lindy didn't seem to have any trouble finding interested scientists of high calibre for project blueprint. I suspect there will be many conversations post presentation.
Secondly, if Lindy is to present more up to date data as compared to the last Modi1 RNS, then this surely must be preceded by an RNS.
Cleaner
Please continue with your posts, whatever other people may say.
It does seem curious that Genmab have come out with this statement so soon after the deal with Scancell. It is worth repeating that Avidimab can apply to any mAb, so perhaps Avidimab is partly responsible for that statement. Time will tell.
Also many thanks to Rats for taking the time to highlight some telling statements from Lindy. I found the bit about it is sometimes tough convincing people when you are first with scientific breakthroughs. I'm sure Einstein thought the same at times :-)
s p a r s e is obviously a naughty word :-)
Yes Chester
LSE had to upgrade their disk storage and install new processors to cope with the volume of posts :-)
Its just an early Friday night fight
Cleaner
I think you will find that Immunobody in the form of Scib1 has already been proved to be highly effective in melanoma patients with resected tumours. But moditope could also prove to be as effective and maybe even more so. It is interesting to know that one of the planned cohorts for the modi1 trial is to dose patients just before surgery.
Whether or not Scancell need funding is a race between money getting low and money coming in from up front deal payments and stage payments. This is exactly as Lindy described at the AGM
I see that Genmab have a partnership with BionTech concerning bispecific antibodies.
https://www.genmab.com/partnering/
That's interesting since Scancell are also planning to enter that field.
Chester
Modi1 is a peptide vaccine rather than a DNA vaccine.
I believe Lindy wanted to make it an Immunobody vaccine (DNA) but The citrullinated peptides were too difficult to produce as part of an Immunobody vaccine.
Because it was a peptide vaccine Lindy considered it needed a helping hand and hence the inclusion of Amplivant.
ATB
In fact Lindy thinks personalised vaccines are too expensive
I was once on the point of selling Scancell but instead I decided to learn as much as I could about the science.
With the help of Inan and a few other posters, it was a real eye-opener. I started listening more closely to what Lindy had to say. What I perceived was a scientist that was getting ever closer to achieving her goals. At that point the main thing holding her back was the lack of cash.
But what really persuaded me to hold rather than sell were the number of other well respected scientists that admired Lindy's work. This included 15 member of the Grand Challenge, the 6 members of the CAB, Karolinska scientists, plus the many poundshop branches that help with the research.
Subsequent to that, were the investments by Vulpes and then Redmile. These constituted two more endorsements of the science via the due diligence carried out by these IIs and, of course, that much needed cash.
Now we have also seen the first concrete evidence of the mantra that "Great science leads to great data leads to great deals" in the form of the Genmab deal.
As chester points out, in the Modi1 trial, we may well be looking at the early stages of a replication of the success of the SCIB1 trial. So, if Modi1 proves to be markedly better than the current standard of care for these four indications, then you could see all hell breaking loose.
The science never rests as the SP goes down. The CD4 TCells take no notice of the SP as they go about their work.
Besides the CD4 TCells now have a 12 and a half percent of success. They must be really pleased with that :-)
Of course, it is still a risky investment, but the risk does not increase because to the slow slide in the SP or Lindy not using the word "very" in the recent RNS :-)
"The SP is flat"
Didn't then ancient Greeks prove that share prices are round and not flat, or perhaps I am thinking of something else?
https://www.scancell.co.uk/Data/Sites/1/media/publications/posters/kaira-et-al-2022.pdf
One of Scancell's posters was concerned with combining SEA-CD40 with Avidimab.
My conclusion is that it is likely that Seagen is one of the two companies that Lindy is talking to about Avidimab.
The hope is that if the cancer threatens to return then the memory TCells will kill it off
https://link.springer.com/article/10.1007/s13238-020-00707-9
This seemed to work very well in the SCIB1 trial. Let's hope for a repeat performance from Modi1.
For balance Lindy could just be going to Florida to top up her tan :-)
It will be fascinating to see the poster at this year's AACR
What evidence will Scancell be showing apart from the obvious.
Maybe:
Volumes of TCells activated
Avidity of TCells
Interferon gamma levels
Expression of citrullinated epitopes on the tumours
Proof that the TCells are infiltrating the tumours
I am reminded of what Lindy said at the AGM. Pharma want to see evidence of each stage of Lindy's explanation of the vaccine and how it is supposed to work.