Member Info for RayPointer

C11, it was always going to be Moditope, but who knows now?

Lindy has likened the planned bi-specific mAb to the Holy Grail. That statement must surely be as a result of outstanding animal results so far. She hinted that maybe a clinical trial is back on the agenda. Possibly, this will be confirmed if other glymab deals are completed.

The other possible clever ploy by Lindy is that she has stated on at least two occasions that Genmab continue to be very happy with the glymab that they did a deal on.

I do apologise jackdawyou seei spiltcoffee on mykeyboard and ithas been playingupsince aspennance ipromiset o go to citys nexthomematchirangfor ticketsandtheyasked me when I can turnupandwhatpositioniwant toplay

Sorry teacher, I missed out the comma.

Other words start with F

It could be coffee knowing scientists 😂

But seriously, a lot is happening on the trial front and also the business front.

Scancell is talking to no less than 5 parties about Glymabs as I understand.

Lindy did say they had an issue/problem in exclusivity. Presumably this is about more than 1 pharma wanting the same piece of the same product. That's a pretty good problem to have. I would imagine that may lead to a better deal eventually. Perhaps Lindy needs training as an auctioneer. 😂

On the Scope front, it sounds like Lindy is intent on completing at least the SCIB1 plus 2 CPIs cohort before considering a deal. That patent on SCIB1 plus 2 CPIs may come in very handy. Not bad for a product that has been on the shelf for years.

On the Modi1 front we await the first RNS on Modi1 plus CPIs later this year. That too could spark more interest from pharma. Will an outright purchase of Scancell become the most likely option for pharmas at this point? Back to that auctioneer training?

Totally agree Bermuda, it potentially opens up yet another opportunity.

PI8, that's pretty weak logic if you can call it logic

Did not Lindy say the 5 (five) companies are interested in Glymabs?

From the RNS

"Early data from patients receiving Modi-1 as a monotherapy showed good T cell responses, safety and tolerability, with no dose limiting toxicities observed in dose escalation cohorts. Similar to SCIB1 monotherapy in metastatic disease, one patient achieved a partial response and 60% of patients showed stable disease in response to Modi-1 monotherapy."

I might be wrong, but is this a hint that early Modi1 plus CPIs data is beginning to look good?

I don't recall Lindy linking SCIB1 and MODi1 together in this way previously. Again, I might be wrong.

So THX are seeking investment for a product that has no peer reviews and you think that has no relevance?

PM

You say

"201, I think that alone is worth the multiples of our market cap if it gets signed. Then the lab as well has potential. At this market cap I would be surprised if this does not multibag soon."

201 has not been peer reviewed and big pharma seemingly did not show any interest in it.

CLX shows promise in animal experiments but this is simply no guarantee that it will work on humans.

PM

Why do you think that all the products in the pipeline are worth something?

Hi chester

Here's a discussion by a bunch of academics of different disciplines on the subject of the so-called magic number of 30 in statistical analysis.

https://www.researchgate.net/post/What_is_the_rationale_behind_the_magic_number_30_in_statistics

I really liked the following post:

"The rationale behind the magic number 30 in statistics is that it is the point at which the central limit theorem starts to hold, meaning that the distribution of sample means approximates a normal distribution as the sample size gets larger, regardless of the population's distribution. However, the choice of 30 as a boundary between small and large samples is a rule of thumb only, and it is not supported by any statistical technique."

What was clear at the AGM was that big pharma had swallowed a statistics textbook and were looking for sample sizes of 30 or more. This is exactly what Lindy is planning to deliver in both the SCIB1 + 2CPIs cohort and also the iSCIB1+ + 2CPIs cohort.

I believe Lindy's target is 70%.

from the RNS back in September

https://www.lse.co.uk/rns/SCLP/positive-data-from-phase-2-scope-trial-with-scib1-padjwstrq5dtv4z.html

"Based upon the first 11 patients there is a greater than 90% probability that the second phase will also be successful."

Since then we know that the number of patients reported on has increased to 13 with 2 more positive results.

We can assume that the chance of meeting the 70% endpoint has now increased further into the 90s.

C11, great analogy 🏇

😂

With all due respect, that all depends on what Redmile's exit strategy is. It may well be an evolving strategy as events unfold.

They may mirror Lindy's confidence in Scancell's products, and are willing to await compelling data that shows that Scancell is well ahead of the rest of the pack. At that point, their strategy may be to await deals and not to look to offload. In fact their current strategy, given the emerging data in the Scope trial, may well be to await deals.

After all, they did do their due diligence before investing and subsequent events (obviously, apart from the SP) have served to validate their decision to invest.

Keep repeating your last post violin

If seems to have kick started s SP recovery 😀

PM

With all due respect your last post is mainly about your aspirations for VAL rather than hard facts.

11 out of 10 people do not understand statistics