The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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.
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.