Member Info for RayPointer

Ruck

But so far their phase 2 trials have failed.
So it cannot be trail results that prompted the purchase.

Maybe they are just desperate to be in the CAR-T and TCR games?
On the surface it looks like a gamble to me..

But, as you say, they could just be impressed by the science.

ATB

Ruck

"Ratty, no they won’t stump up cash because scientists are interested, only when the scientists have run
the trial and got the right results. "

Can you explain the sale of Juno?

What we have here is more and more evidence that the scientific community rate Scancell's products very highly.

To me, the business community is lagging behind simply because many billions have already been spent on other science. It takes a brave BOD to totally change the emphasis from the existing battlefields to a new one.

Fast forward 3 months or 6 months or 1 year.
Will the situation remain the same. I don't think so.

IMHO of course

Dear Lindy

My wife has given me an ultimatum.I either give up my Doctor Who identity or lose her.
We are both 28 and have been married 3 years.
Now she wants me to sell my memorabilia and get a job.
As the doctor I am always working for the good of the universe.
I love her but I don't want to change.

I am also having problems with my TCR project

Yours
Ugur

Hi C7
Yes, I watched a couple of the shorter ones this morning. I was actually looking for any that mentioned the Grand Challenge and Moditope.
No luck though, we may have to wait until the results are announced (hopefully a win for Lindy and her team).

2017 AACR I see Jedd has disclosed financial relationships (consultancy, grants/research support) from BMS, Merck, Genetech and MedImmune)

https://www.aacr.org/Documents/AACR_2017_Disclosures.pdf

No mention of Scancell but Professor Jedd Wolchok is on Lindy's Grand Challenge team.
Well spotted Wild and Nom

http://www.ichorms.com/pressreleases.shtml

Scancell features 6 times in ichor's press releases.

June 4th 2018 they announced the first use of their next generation TriGrid device (presumably this is version 2).

I can't find anywhere on their website that explains the differences between the previous device and the next generation device.

I am just old enough to remember him, although briefly, before he was told by management that he was being transferred to Stoke.
I do remember him being presented at full time with the match ball by the referee.
Words by the referee similar to "You've kept the ball all though the match, so you might as well keep it"

Yes, the science is tough to understand.
I decided some time ago to try to learn the basics.
I started with the Hardman report in conjunction with Scancell's own website.
Whenever I discovered a term I did not understand (which was very frequently) I googled it and tried to at least understand that one term.
Gradually (and I mean gradually) it started to make sense.
I still don't understand much of the science but I intend to keep going since I find it so fascinating.
There is also difficulty in that there is so much that the scientists themselves do not understand.

For me, there is risk but a lot of mitigations. Taking into account the mitigations, for me, there is still residual risk but very hard to quantify.

Each to his own and ATB

If a new user called "ProffesorHotPants" appears, we will know who it is LOL

And if Merck decide to invade - we will fight them on the beaches

IMHO of course

I don't think that is the case at present.

But a successful Modi1 trial may change things.
And then hopefully we have a Modi2 trial in 2020.
And then if we win the Grand Challenge work can start on Modi3. This may even happen if we fail to win the Grand Challenge.

So, a clear success in 1 or more of these areas will definitely send shock waves through the industry.

Thanks Inan

I kind of thought that deliberately stressing a cancer may be dangerous. Like wounding a big cat.
A step too far at present but who knows in the future.
As you say, lets see it work in patients first and take it from there.

Thanks for putting me right Inan.

So for early stage and/or adjuvant immunobody is appropriate with possible addition of a CI.

Late stage, Moditope looks to be the solution (the cancer is stressed)

A question.

Do you think it would be possible, in the future, to produce a drug that stresses the cancer whatever stage it is at?

The following article talks about calming stressed cancer cells:

https://www.sciencedirect.com/science/article/pii/S1534580717300059

Wouldn't it be great if you could do the opposite (i.e. deliberately stress a cancer) and then use Moditope at any stage of the cancer.
Such a combination would make the market even bigger.

This is speculation but maybe a distinct possibility.

Clearly the statistics in the article identified by Ivy must come from a database of trials.
Without access to this database who knows how many trials there currently are and how many have already had a successful standalone trial.

Up to 2017 there were in the region of 1000 trials.

Doesn't this look like a scattergun approach?
Quantity not quality seems to be the order of the day.

Also remember that, according to Lindy, Moditope does not need the help of a CI. This must be because the CD4+ attack is not limited by the presence of PD1 and its ligand (one of Inan's nuggets yesterday)

"Cytotoxic CD4 (moditope) are not sensitive to PD-1 ( that PD-1-mediated signals play no role in peptide-induced T-cell tolerance in CD4+ T cells) "

So we have the SCIB1/Keytruda trial that could stand out as the most successful combo trial to date.

Then we have a Modi1 trial that could signal the decline and eventual fall of the CI empire.

Exciting times but again IMHO.

Hi Wig

The article ivy posted also confirms boom's post

"For companies, the incentive to find immunotherapies to combine with checkpoint inhibitors was clear: The two approved PD-1 inhibitors, Keytruda (pembrolizumab) and Opdivo (nivolumab), are expensive. Selling for upward of $150,000 per year, they have amassed billions of dollars in sales for their manufacturers, Merck & Co. and Bristol-Myers Squibb, respectively.

Meanwhile, biotech firms with just minimal evidence that their immunotherapies could enhance the effectiveness of checkpoint inhibitors have seen stock prices soar. Some small immuno-oncology companies have been acquired for sizable amounts despite offering little data to back up their work."

https://t.co/XsNc44FY2U

Find the above text and above it you will see the explosion of combo trials displayed.

Arguably the 2nd statement in this quote could be applied to Juno ($9 billion sale) but definitely not to Scancell by virtue of a successful phase 2 trial of SCIB1.

But yes, the increase in combo trials with CIs is amazing.

ATB

Hi Ruck

To me this is the goldmine effect.
The share price rockets on the announcement of one of Scancell's goldmines (Moditope).
But as time goes by private investors sell as the news of the goldmine is not followed up by a deal. In fact one of the sellers was Helium Special Situations.

So explosive buying followed by slow selling.

The selling was influenzed by:

a) No deal in spite of excellent SCIB1 trial results
b) Investor impatience
c) Not understanding the science. If you don't have some understanding of the science you are betting blind and
more likely to become jittery and sell (understand here I am talking about the average investor, not any of
the individuals who contribute to this BB)
d) Further share issues (dilution)

Now we are in a situation where the science is worth a lot more and we have had so many recent positive news items.
But the market continues to be unforgiving due to lack of a deal. I explained by own theory why there has been no deal in a post yesterday.

The BOD have decided (a tad belatedly IMO) that they have to run more trials to unlock the value.
Obviously the trials need to be successful and again I stress the importance of learning about the science.
Having a good knowledge of the science does not help the trials one iota but it gives the individual a measure of confidence which will vary depending on whether you are an optimist or a pessimist.

All the above is IMHO.

But I hope this helps.

Hi Ruck

I was actually referring to the progress of the science. We are so much further on now.

As for the SP, the market was disappointed that no deal was struck on the back of SCIB1 trial results.

Plus the SP was ahead of itself when moditope was announced. A bit like a small gold explorer finding a good deposit of the yellow stuff.

But, as I posted earlier, IMO the problem lies in big pharma's obsession with the established battles.
If Lindy had chosen one of these battlefields on which to base her research then I feel certain that a trail with a similar success to the SCIB1 trial would have secured a sale.

But Lindy being Lindy chose the science that has the best chance of beating cancer.

ATB

Hi Ivy

The frustration is understandable.
However the pluses far outweigh the minuses.

For perspective

a) compare where we are now to where we were when Moditope was announced.
b) re-read the Hardman report
c) re-examine the swimchart
d) list all the expected events over the coming 18 months
e) follow up on some of Inan's nuggets

ATB