Member Info for RayPointer

TF

"So if we get such 'revenue', that would be an extra. IMHO"

I agree, this is not like TESCO where you can predict future revenue with a reasonable degree of accuracy.

We may get a second Glycans deal

We may get a Glycans CAR-T deal

We may get a stage payment from GenMab

Fascinating equation, isn't it?

If only England's cricketers could play with a straight bat LOL

I would think it's 6 calendar months so they have today, Monday and Tuesday to file the accounts

Yes, let's hope that amendment is soon to be approved.

Assuming it is approved, I would imagine recruitment to the new cohort wouldn't be a problem given the results so far achieved.

To have a bl**dy good time no doubt 🦇

I just thought I would cheer you up Drac.

It must be a bit lonely in that dark forbidding castle.

1 A 2nd Glycans deal

2 MODi1 is performing superbly in combination with CPIs

3 SCIB1 results continue to be stunning

4 iSCIB1+ is given the go ahead

5 A CAR-T Glycans deal is likely

Share price of a squid if the deal is done?

If the logic for non-display of the prospectus is to allow people to load up on VAL shares before the herd arrives, then it is also logical to support Porky's view of the situation.

Https://jitc.bmj.com/content/11/10/e006966.info

Just caught up with yesterday's posts.

WTP, thanks for finding the above article.

This is truly left-field news since it potentially makes Modi2 more powerful.

I just wonder if the CD4 cells and the CD8 cells will also work in tandem in a similar ways to an Immunobody vaccine.

The point I am trying to make is that the CD4 cells, as well as having the ability to kill cancer cells also produces stress in the cancer. This stress may also help the CD8 cells by causing more expression of the MHC class I epitopes targeted by the CD8 cells.

The full trial results are here:

https://www.valirx.com/our-pipeline/val201

To clarify, the definition of responder given as follows:

"If no progressive disease was declared at any time that the patient was on the trial, the patient is declared a responder."

Perhaps Scancell should sue the market for being stupid

Ee

That makes perfect sense. If the SCOPE trial continues to product stunning results, a pharma might just say "let's deal please" and we will pay for the subsequent iSCIB1+ trial. It will be in their own best interests to extend the patent life of SCIB1.

A similar situation situation may evolve on the Modi1 trial with CPIs (without the same concern about patent life in this case).

The big question on the SCOPE trial is how much more high quality data is required before a pharma is desperate to deal. Also remember that Immunobody has the potential for more vaccines against cancer including iSCIB2+ which is already there and ready for pre-clinical development.

Did not Lindy say that she favoured a deal on Immunobody rather than an individual vaccine.

Uncanny

Are you sure it was 54.5% with tumour regression?

That's a pretty impressive CV

To be clear, the upfront payment for the Genmab deal was for one mAb and excluding cell therapy applications. The Biontech deal looks to be a much broader agreement for an ADC.

It sounds like the equivalent deal for Scancell would be use of Avidimab to attach to therapeutic agents targeting Glycans.

Scancell, as far as we know, are not currently seeking such a deal for Avidimab but that may change once there is clinical evidence of Avidimab's worth. This may come with the iSCIB1+ trial.

I'm actually neutral on the debate that rages on this BB.

I just feel that there should be more debate on the science of valirx's products. I know Adam is keen on Val201 so perhaps he should be persuaded to post here on exactly why he is so keen. It may be above most people's comprehension but it is certainly worth a try and it may stimulate a useful debate.

Nonetheless, good luck to all investors here.

It seems a shame that, at the time, valirx did not have the cash to continue the trial, and recruit a greater number of patients to make the results more statistically significant. Always a problem with small biotech companies.

The lack of peer reviews may go some way to explaining why pharma are seemingly not interested in val201.

It's a kinase inhibitor as I understand it, and a number of these have already been approved by the FDA.

https://febs.onlinelibrary.wiley.com/doi/full/10.1111/febs.16442

Perhaps someone can explain why val201 is superior to the inhibitors already approved.

Looks like team doom sold today and team ramp bought 😍