focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
I've checked and none of my shares have gone missing :-)
D. J. Pinato
R. Herbertson
A. Armstrong
S. Symeonides
C. Ottensmeier
Of course, Lindy will be doing the presentation, but it's good to see 5 clinicians either reviewing or making contributions to the text of the presentation.
Thanks Bermuda
It does sound extremely encouraging :-)
Another £8 convert :-)
I'm just wondering about the identities of the 2 companies that Lindy is talking to about Avidimab.
Could one of these be Seagen?
Just pure speculation of course but Seagen does seem to fit the bill being an ADC specialist.
Although there is a Glymab collaboration with an unnamed US company, and Scancell did do Avidimab mouse experiments with one of Seagen's mAbs.
Interesting that ADCs + Avidimab could be worth a lot of money :-)
Also interesting that it is obvious that Pfizer is lacking breakthrough science
Lindy certainly seemed happy at the AGM :-)
Possibly Lindy is just too busy performing three roles of CEO, CSO and CBO.
A desalination plant should solve any water supply problems :-)
"Tumour vanishing is what moditope does once that cascade effect kicks in... that is just the science of it"
I believe that Lindy referred to this as the flipping of the immune system. I take this to mean that the immune system no longer regards the tumour as self.
"Berm there is a patient from cohort 1 that has had a positive response which is remarkable given that is from a safety dose"
Also only the 2 vimentin peptides (no enolase peptide).
I suspect that, as the numbers grow, Lindy will be more specific on the 4 different cancers.
At present, the numbers are too small to draw any specific conclusions by cancer type.
7 patients have stable disease as opposed to progressive disease prior to enrolment in the trial.
So, for these 7 patients, it looks like Modi1 is starting to have an effect.
We are all looking for:
a) some of the 7 patients' tumours start to regress
b) more patients start to have stable disease
If this is shown to be happening in the next update, then it is getting more interesting. Perhaps then the market will take notice. I would imagine that there are a few pharmas already taking notice, in particular Biontech and Genentech.
WTP
I take it to mean one patient with partial response from all the cohorts.
https://www.lse.co.uk/rns/SCLP/encouraging-early-efficacy-data-from-modify-trial-nuxyhn2pyg50fgf.html
"Dr David Pinato, Principal Investigator at Imperial College, commented: "Advanced ovarian cancer is an aggressive cancer which is hard to treat. The early efficacy data showing that the Modi-1 vaccine is stabilising this advanced disease is very encouraging"."
The above is the quote that I find most encouraging from the recent RNS.
This is simply because, from all accounts, it is the ovarian cancer cohort that is filling up the fastest. Of course, this is almost certainly due to the fact that CIs are not approved for this cancer.
"Of these patients, one has had a confirmed partial response and seven patients have stable disease, despite having progressive disease prior to enrolment in the study"
If you combine the above statement with David Pinto's statement then it may be deduced that ovarian cancer patients look like they are getting a better treatment with Modi1 than the current standard of care treatment. Of course, the numbers are small so quite reasonably Lindy is still urging caution.
It certainly will be interesting to also see preliminary results of the CI cohorts when these are available. We will then start to see what additional effect, if any, that the CIs will have. Of course, we will also see an updated picture of the monotherapy cohorts.
I agree Wild.
One patient has a good visible response and 7 patients have stable disease. This reinforces the DTH data.
It is a good indication that the T Cells are indeed attacking tumours in some patients.
But I think we should respect the fact that Lindy, at least in public, is treating the results so far with caution.
What she is actually thinking and hoping is that the good start to the trial will continue. A greater percentage of patients reach the stage of stable disease, more patients get a visible response.
I too am on the edge of my seat and the next update cannot come soon enough.
The DTH responses, although very encouraging, do not show vaccine efficacy.
It shows that the CD4 T Cells are being activated and going through clonal expansion at the vaccination site. We also know that some of the CD4 T Cells will differentiate into memory T Cells.
So the DTH responses are not an endpoint but only a necessary step for the next stage which is what happens at the site of the tumour.
We just have to wait for meaningful results of real efficacy. Lindy is quite right in not heralding "it works".
If recruitment for the monotherapy cohorts is still progressing quickly, and the CPI safety cohort is deemed safe, then it should not be too long before we get a further update. Whether the next update will include meaningful efficacy data is still not a given.
“I can’t really believe that result yet; we need to get more.”
A great professional attitude from Lindy
"I.e. Aren't they using/testing SEA-CD40 in context to Avidimab?"
They are indeed WTP.
Maybe Seagen are the US Collaborators with Scancell on the Glymab platform.
Lindy also said that Scancell were talking to 2 companies about Avidimab.