Member Info for RayPointer

I suppose a key ingredient is Scancell's level of confidence that Moditope will work.
Are they avoiding a deal on Moditope the vaccine untill after first indications from the modi1 trial?

Of course, a TCR deal with BionTech would be treated separately, if and when BionTech want to talk.

I agree.
And BionTech also seem to have an impressive team.
By contrast Genentech are more likely to use money to buy success.

BionTech are in a different position in that big pharma come to them for help.
So if a Scancell/BionTech alliance were to progress Moditope, that would give a great boost to BionTech's ambitions.

But would Genentech step in?

I would like it to be BionTech since I reckon a Lindy/Ugur partnership would be great from a science point of view.
All the indications are that Ugur really digs Moditope.

But as you say, Crumbs, Genentech have the bank balance.

I don't know if this has been posted already but Ugur has also received a prize recently

https://scienmag.com/professor-ugur-sahin-receives-german-cancer-award-2019/

This predates Lindy's prize, so I wonder if she got the news of Ugur's prize and was straight on the phone to Sweden

"Owen is the youngest Venture Capitalist in the world"

What an outrageous claim!
I'm sure they will get sued.

Inan was using a metaphor.

We could always bicker over what will be our Happy Clappy anthem

I go for this one

https://www.youtube.com/watch?v=-tJYN-eG1zk

Yes, you make a good point.

But because Scancell's products undercut TCR and CarT (Kite and Juno in Crumb's example) by a large margin, the profit margin is potentially much higher.

Personally, my valuation model is based on a sell-out. The purchasers of Kite and Juno were taking a big gamble based on desperately wanting to stay in the race.
So what happens if Modi1 produces results comparable to mouse experiments? I suggest an auction.
But it ends up as a subjective calculation based on a potential game changer.

But isn't market share based on efficacy?
So, you just add efficacy as a variable. IMO it would not be linear.
If big pharma have a product well above the current standard of care, they are likely to put the price up.
Sad but probably true.

I hope C7 is seeing this.
It's an omen

"The very substance of the ambitious is merely the shadow of a dream."

Isn't google wonderful!

**** RAMP ALERT ****
You can just imagine a patient being told that they can be booked in for the first stage of the process in 2 weeks time.
Meanwhile we'll give you a shot of Modi1.
The patient returns in 2 weeks and the first test is on the size of the tumour, but they can't find it.
**** END OF RAMP *****

Another good find Crumbs.
For me the questions would be:

a) how much does it cost?
b) how long will the process take?
c) how good are the neo-antigen targets?
d) are CIs needed to help the process?

But very interesting.

"If MC Is of a reasonable value Buyers deem that the Co have something of Interest and Value."

So, they don't look at the trial results?

Well big pharma have not been convinced about cancer vaccines.
More interested in TCR and CarT.

So, Scancell are having to run more trials to convince them
Hence SCIB1 combo and SCIB2 combo.
Yes, this makes immunobody more attractive (see Slide 15) for mouse results.
So, if either of these trials acheives Lindy's endpoint then big pharma will have a change of heart about cancer vaccines IMO.

Then, on top of that we have Moditope. This has already attracted a lot of attention from the scientific community.
Lindy believes that this does not require the help of a CI. It does the job on its own.
Have a look at slide 8 to give you some idea of its success in mouse experiments - 100% survival
Then 2 of the Modi1 targets are the subject of the collaboration with BionTech.

I'm not going to say that the SP isn't important, but I am saying its barmy IMO.

From slide 8
"Vimentin and enolase targets are highly expressed in triple negative breast cancer (TNBC) (90%), ovarian cancer (95%)," and sarcoma (100%) - all with high unmet medical need

A bit out of date, since sarcoma has now been replaced with head and neck cancer in the Modi1 trial.

Consider, if the Modi1 trial gives comparable results to the mouse experiments.

What then........?

Slide 14

http://www.scancell.co.uk/file-manager/PDFs/china-biocentury-presentation-november-2018.pdf

Dracula

But the 2 companies are in different leagues
VAL - Palliative
SCLP - Eradication

totally agree bobbust.
Scancell has never been better value.

Where's the nearest iceberg?

Anyway, I'm off to work on my program.
Looks like it will be ready before the FDA approves Trigrid2.

SCIB2 in its current form has not been trialled whereas SCIB1 has.
But 254 months without a placement would be good!