Member Info for RayPointer

That's the second time I have recc'd one of Ruck's posts recently.

What on earth is happening? 🤣

I would guess that, if the news of the 2nd Genmab deal had been known before the price was set, we may have seen a higher price.

As it was, the Genmab news was too late to possibly think about revising the price upwards.

Excellent post Ruck (I never thought I would ever be saying that 😀)

I would add that Scancell have always spent their cash wisely.

Data will be arriving for SCIB1, iSCIB1+ and Modi1 during the extended cash runway with much more breathing space.

You can also be sure that the science will be advancing in other areas too. We know all about Modi2 and SC134 but did not Lindy also say at the AGM that research work is now also being directed towards other Immunobody cancer vaccines. We know that SCIB2 is currently sitting on the shelf and is potentially worth more than SCIB1. We also know that, in the past, Scancell have allowed universities to research other Immunobody vaccines (Prostate and Glioblastoma). This work may now be brought back in-house to Scancell. The research also continues to discover more Glymabs.

We only have to wait until 21st Jan next year:

https://starwalk.space/en/news/what-is-planet-parade

Bermuda

Yes, that's puzzling.

I too don't recall there being two iSCIB1+ cohorts.

Cars

Not really. It's a sensible decision to have enough funds to see us through all the anticipated news on the two trials

It seems that proactive so liked the RNS that they repeated their article 😂

Another preclinical endorsement of Avidimab without which none of the Glymabs would function satisfactorily.

Later next year we may also get another clinical endorsement in the form of iSCIB1+ data.

How soon before big pharma wake up to the potential of Avidimab?

I agree with chester .

As regards a deal on SCIB1/iSCIB1+

1) I would imagine that currently not having a good deal of money in the kitty would count against Scancell.

2) But, on the plus side, it would help if more that one party is interested in Scope data. We have to wait and see if that is the case.

3) Also on the plus side would be another Glymab deal. Although not directly related to the Scope trial, it helps that 2 pharmas have done deals (albeit preclinical) with another of Scancell's platforms.

Scancell may already have a good idea on the answers to points 2 and 3.

The relevance to Scancell is that Ira Mellman was a member of Lindy's team CRUK grand challenge team.

Talking of Roche/Genentech, I see Ira Mellman has left Genentech and Genentech are closing their cancer immunology department.

https://www.fiercebiotech.com/biotech/genentech-shut-down-cancer-immunology-department-amid-broader-downsizing-efforts.

😂

No, that's just me topping up.

I now have 4 shares 😎

Matt

There was a 90% chance of reaching the endpoint of 70% ORR. This has been stated on this BB on many occasions

Don't despair .

SCLP could still be a

https://www.youtube.com/watch?v=Ly6ZhQVnVow

Buddha

I love your statement

"IIs are much more focused on the big picture. PIs tend to talk themselves from triumph to disaster and back again on a daily basis."

"FOMO City" vs "Funding worries United" is an end to end match with lots of goalmouth incidents 😂

Exactly EE.

To my mind there is no delay in the results.

If iSCIB1+ reporting follows the same pattern as SCIB1 we should get an interim report before H2 2025.

May 2025 if Scancell choose to report 25 week results on 33 patients.

Exactly Crusty with perhaps Calculus are still selling to add to the uncertainty on where the next funding is coming from.

So I reckon H1 2025 could contain the following news items

1) Possible 2nd Glycans mAb deal - Jan or Feb

2) Full SCIB1 25 week data around mid May (certainty based on last patient in cohort being immunised next week)

3) Interim iSCIB1+ data around the same time (as mia said 25 weeks from today for 33 patients , although Scancell may want some HLA.A2 included in the results so may be later )

4) Early Modi1 + CPI data (probably towards end of H1)