Member Info for RayPointer

Your 1047 that is.

Excellent post Ruck.

Yes, the original moditope announcement back in 2012.
I was originally alerted to the potential of Scancell in the Summer of 2012 by a recommendation in "Faraday Research".
So this was pre-moditope and pre SCIB1 results.
I stayed quiet because I simply didn't understand enough of the science. I am also not a great fans of BBs in general.

As a result of all the good news items this year and late last year, I decided to bestir myself and learn more. I am grateful to Inan, Wild and Boom for helping me in this process.
It is the increased knowledge of the science that prompted me to start posting. Also having more time to read everybody's views.

I admit to being at the optimistic end of of the spectrum but still recognise the risks.
It is also good to have posts that tend to the less optimistic end of the spectrum.

ATB

Hi Ruck I actually made my first Scancell purchase prior to the moditope announcement. I take your point on share dilution. The questions I always ask myself are "Is the potential value of Scancell increasing faster than the shares are being diluted?" Or "is this a struggling company trying desperately to keep afloat?". With the news items of the last 12 months I for one believe the former to be true. I still recognise the risk hence my comment about maintaining a list of mitigations. One of my mitigations is the share price of 12p (mcap of around 50 mill). Another is the scib1 trial result. For me, it is important to continually balance the risk against the mitigations. ATB

Take Moditope, for instance.

When it was discovered it was just that - a discovery (albeit a very important one)

Now we have:

a) 37 citrullinated peptides and counting
b) A Modi1 trial on the way using just 3 of those peptides but on 3 different cancers (Triple -ve breast, Ovarian, Sarcoma)
c) All citrullinated peptides so far tested (7 according to Lindy in the Calculus presentation) shown to attack tumours
d) Modi2 going into pre-clinical work next year. I believe target cancers have not yet been announced.
e) Modi3 will be designed, subject to winning the Grand Challenge, to attack another range of cancers (Head and Neck, Brain, Lung, Pancreas).
f) Collaboration with BionTech possibly leading to a deal that could possibly remove the need for further fund raising
g) Collaboration with Karolinska
h) The patent covers use of all citrullinated peptides for treatment of cancer (Lindy in the Calculus presentation)
i.e. not just the ones so far discovered
i) The citrullinated peptides are easy to synthesise (again Lindy in Calculus presentation)

So, if Moditope proves to be successful in human trials, just imagine the scope.
How many Moditope vaccines will we eventually end up with?
Will Modi3 go ahead whether or not Lindy wins the Grand Challenge?
Remember there is no requirement for checkpoint inhibitors.

All this because Lindy realised that tumour stress leads to autophagy which in turn leads to citrullination which in turns leads to very attractive targets.

So, success depends on the results of the upcoming trials (Immunobody as well as Modi1).
What are the chances of success?
Well, even Lindy cannot answer that question, so you simply have to re-read the Hardman report and re-watch the presentations and learn as much about the science as possible in order to make your own mind up.
Maintain your own list of mitigations!

To me, a good understanding of what you are buying into is more important than worrying about whether there will be further share dilution.

All IMHO

I find it amazing that they have made so much progress on a number of fronts.

Well according to special relativity mass increases with speed. The mass approaches infinity as the speed approaches the speed of light. So, according to this theory, travelling at the speed of light is impossible.

mr = m0 / sqrt (1 – v**2 / c**2 )

Where:

mr: relativistic mass
m0: rest mass (invariant mass)
v: velocity
c: speed of light

However, Captain Kirk managed it.

Sounds interesting ical
In what way do you think it might be appropriate to Scancell?
Risk assessment?
ATB

If and when we close a deal with BionTech we might get German sausages and beer

Perhaps we need to bug all CH's phones and hack into his email LOL

Both very subjective questions.

For me

When - as soon as Modi1 is proved to be working. Remember Lindy said that because of the poor prognosis of the 3 cancers in this trial success in 3 out of 16 patients is enough to warrant a bigger randomised trial.

Who - Roche (Ira Mellman/Grand challenge connection)

But ask me to put a probability on this, I simply cannot.

It would be interesting to hear other views.

Are Scancell actively seeking a takeover at present?

a) 3 trials coming up including the Modi1 trail.
b) A possible deal with BionTech
c) A possible grand challenge win which will result in funding for Modi3.

If they have confidence and fully expect to build on the SCIB1 trail results, then 12-18 months from now Scancell will be worth a lot more than it is now.

A good result on the Modi1 trial in particular could well be the much heralded inflexion point (commercial wise). If this is augmented by a BionTech deal and/or a grand challenge win then all the better. Moditope really would be on a roll then.

As the Hardman Report describes - multiple opportunities.

Here's the definition

https://en.wikipedia.org/wiki/Citrullination

You wouldn't have thought that replacing a Nitrogen and Hydrogen atom bonded together with an Oxygen atom would make a difference

Here is Lindy saying something about it. Notice she uses the phrase "especially attractive vaccine targets"

https://www.ncbi.nlm.nih.gov/pubmed/27145231

And here's Richard Goodfellow talking about it.

https://www.scancell.co.uk/file-manager/PDFs/commentarygoodfellowscancellapril2016.pdf

Fascinating stuff and the RA relevance is also mentioned. In this case a company acquired by BMS (Padlock Therapuatics) is working on a mechanism to block the citrullination and hence reduce the strength of the autoimmune attack, They want to stop citrullination

For cancer it is different. The stressed tumours express citrullinated peptides which are the target for Moditope.
They want to encourage citrullination.

"Thinking out of the box" as inan calls it.
I hope that the Moditope patent prevents other companies exploiting citrullination.

So identifying targets on inflamed tumours is the key.
And Lindy went on to discover that Citrullinated antigens as a group are the best targets.
She gave a talk at Oxford Uni about this

https://talks.ox.ac.uk/talks/id/b4923bd2-9c6c-4ed8-a0b8-50f510991867/

Shame the talk itself is not included on this link.
Interesting to note that the talk was organised by Rheumatologists. It looks like they are also interested in Lindy's work.

The third platform also targets something that has previously been identified as a target - the malformed glycans.
Lindy says it has been neglected as a target.

So once the target antigen/epitope/neo-epitope has been identified (more often than not somebody else has already done this work), then Scancell is already part way to providing a solution.

So what you are saying is that Scancell's platforms are designed to tackle a much broader range of cancers.
The basic design is not antigen-specific.
So:
a) identify the anitgen specific to the cancer
b) check that it is not likely to be expressed by healthy cells
c) design the basic vaccine with the antigen
d) test it on mice and work out what else needs to be added to the vaccine to make it work better
e) do c and d iteratively
f) work out the best delivery system

promising?

Hi TF
I'm guessing that some of your links don't work because the lse website is programmed to look for certain character strings to decide whether the text is a link or not.

So hTTps is not recognised whereas https is.
also if www is in the link then it will work regardless of whether you have hTTps or https

I hope this makes sense to you.
So my advice is to stick to lower case and it will probably work.

ATB

Boom

Thanks for that.

https://clinicaltrials.gov/ct2/show/NCT02631044

Is the above the trial you are referring to or is there a later trial not mentioned on the Juno website

https://www.junotherapeutics.com/our-pipeline/

Both websites say the status of this phase 1 trial is "recruiting". Perhaps the data is out of date on both websites.

https://pharmaphorum.com/news/new-car-t-revive-struggling-juno/

This 3rd link tends to support this. That'll teach me to do research in more depth LOL