Member Info for RayPointer

Lindy should enter politics on the Moditope Platform

Somehow I can't see Corbyn scoring 7 - unless they are own goals
But then Boris also specialises in own goals

Boris 1 Parliament 0

Remember Tottenham scored first against Bayern

You always get the impression that the market is often rigged in favour of the big players.
The big players can affect the SP whereas we mere mortals cannot.
I've seen this countless times in my FX program. A sharp fall often leads to furious buying and vice versa.
Maybe we are just talking about limit trades here. Canny investers buy after a fall and sell after a rise. Amateurs do the opposite.

Correct me if I am wrong but we seem to be getting big buys and big sells on the same day. Yesterday was the best example of this.
So execute the big sells first and this may have the effect of lowering the SP and then you may get a better deal on the buys.
Kind of explains your remark about the SP being marked down before a buy
But we'll never know.

Perhaps the buyer and seller are the same person.
If I had a pile of cash in my ISA account and a pile of SCLP shares outside the ISA then I would probably do the same.
Or they may be a group of Diggle's mates or employees.
MOO

Ruck

sve po mom mišljenju

Or you could post in Serbo-Croat if you want to discourage people from reading it

So a vItal piece of research goes missing.
How can I decide whether to buy more SCLP or sell the lot?

But isn't this happening before our very eyes?
I'm not saying YES, just asking the question.
So since the last AGM
a) discovery of Avidimab
b) 5 Mabs already given the Avidimab treatment
c) modi2 epitopes discovered
d) modi3 looks to be on the horizon
e) Biontech collab progress and still very much alive and kicking
And now this!

Well I noticed this post.

My immediate thoughts were that Lindy is doing some more of her lateral thinking.

A mab lands on a CD4 TCell to give it a boost.

My next thought was , is this the birth of a 4th platform - stimulation of memory TCell by a mab?

My next thought was - does this mab have the Avidimab treatment? (I did post recently on whether Mabs that bond to TCells could be Avidimabised (new verb))

My next thought was - how novel is this? Another possible land grab?

I have not had a chance to research it yet but it looks very interesting

The way I see it is that 2 checkpoint inhibitors are likely to be better than 1, if they are blocking off 2 different checkpoints. Its like having a centre half and a goalie. But maybe the law of diminishing returns applies here. So perhaps adding a 3rd CI may may little additional affect.
So, attackers like SCIB1 are maybe what is needed to raise the bar even higher.
Remember that SCIB1 mounts its own powerful attack. In contrast CIs rely on the patient's own immune system to mount an attack and if that patient's immune system is weak then it is unlikely to halt or reverse the cancer.
So the question we should be asking is
"How much better is a SCIB1 attack compared to the immune system without stimulation?"
Well we have a good indication of the answer to that question already from the Scib1 mono trial.
But I agree we could do with more than 25 patients to statistically put the result beyond doubt.

Easy to get concerned about that Drac.
But just look at the progress

Afternoon C7

Well they did say that their Mabs partner would be evaluating the technology for the order of 12 months.
Whether that precludes any deals in that time, they didn't say.

But there is a wide scope for deals IMO

a) the 5 glycans Mabs
b) any Mab that fails because of low avidity
c) any Mab that possibly needs more killing power added

It would be interesting to know if it works on Mabs that attach to TCells. I am thinking of KeyTruda in particular.

I suppose you also have to be careful with Mabs that also have side effects due to also attacking healthy cells as well as Tumour cells. Giving more avidity/killing power to such Mabs could have drastic consequences.
Not all Mabs are as well crafted as Lindy's.

Sally also said that they are looking to open new UK locations and are negotiating with the NHS to get them to foot the cost of Keytruda. There is also the possibility of opening a European location.

Lindy is developing a Panama early warning system

Don't get me wrong, I think the BOD is persuing the right strategy. But we should be open to other opinions and debate them.

Making the Avidimab platform and the specific glycans Mabs open to licensing preclinical is IMO a pragmatic decision. Scancell is not Biontech in that it doesn't have the resources to simultaneously advance too many platforms. So it will be looking to their partner to do much of the work needed to get to the stage of having preclinical deals.

Personally, I have no problem with criticism of the BOD. It is a subject we should debate IMO, and we should not just assume they are capable of doing justice to the science.

The other point is that this is against the background of big pharma being sceptical that a cancer vaccine will ever work well.
So, the onus is on Scancell to demonstrate their technology once and for all to prove those sceptics wrong.

So, the key question is:-

How good is the science?

You make a good point Pelham.
Cliff's stated strategy has been Great science -> Great data -> Great deals.
So it looks like he wants to wait for data before he starts to deal.

For Avidimab he has made an exception and through their Mabs partner they will be looking for preclinical deals presumably after their partner has fully evaluated the technology.

Now whether he is right to wait for data for the other 2 platforms, I am not qualified to say. But surely it is a question of comparison of pre and post clinical deals.