Member Info for RayPointer

Caps lock stuck on, Bushy?

It is also worth mentioning the RNS of 31 July when Scancell announced that the safety committee had given the go ahead to the expansion of the CPI cohort

Not a fatal accident as some would have us believe 😂

"Is this anything to do with Scancell?"

The connection is that the SCIB1 trial in combination with a CI (Keytruda) looks like is it going well and this may possibly also be repeated in the Modi1 trial with different CIs.

The irony is that James Allison had one heck of a job persuading big pharma on the possible benefit of CIs as a cancer treatment. Not that big pharma are short-sighted 🤣

The trouble was that, once started, the brakes didn't work.

It could happen to Scancell if we catch one of those Elliot Waves.

https://www.facebook.com/watch/?v=749119612111708

I'm guessing the next milestone will be the end of the development phase and the mAb is ready for clinical trials

A perfect example of Durrant Wave theory

They are actually going at it full tilt

https://www.biontech.com/int/en/home/pipeline-and-products/pipeline.html

This is exactly why Biontech are so interested in Moditope.

One of the past placings was taken up by a number of IIs but with holdings below the notifiable threshold.

I suspect one is in a position of having to sell due to a high level of redemptions.

I strongly suspect a forced II seller. Perhaps a similar situation when the SP dropped at around 3p before Vulpes bought in.

Lindy did not seem her normal ebullient self in the interview.

Perhaps this is the strain of having to do 3 jobs is taking its toll.

I hope that, when the CBO finally arrives in September, he/she hits the ground running, and allows Lindy to spend more time on the science.

I agree totally with crumbs that splitting the RNS would give a far more positive message.

Also, it should be emphasised that the modi1 trial design is all about hitting the final sweet spot. Having encouraging results so far in the monotherapy cohorts augers well for the CPI cohorts and also the pre-surgery cohorts. Every Modi1 RNS should emphasise this.

Scancell is progressing well on 3 separate fronts.

There has never been any hint that Scancell will go it alone following a successful phase 2 trial.

Monday's RNS stated the following about the possible iSCIB1+ trial:

"An adapted registration trial could yield Phase 2 data within 2 years and would provide the Company with a pathway to a potential deal. The Phase 3 data could be complete within the following 3 years."

So, further confirmation that Scancell will not be running Phase 3 trials.

Bermuda is a one apex but who is at the other two? 😁

Lindy has always shown great confidence in her staff and her products.

Whatever happened today, it surely creates a good buying opportunity.

10p has recently been a good support level, or am I looking at an upside-down chart?

https://www.raconteur.net/finance/investing/the-pros-and-cons-of-a-chartist-trading-strategy/

On the subject of Glymabs and Avidimab, the strategy may be to a await further validation of the science from Genmab before considering another deal of roughly the same value. The introduction of iScib1+ may also add extra validation.

Well found crumbs

It's nice to know that Genentech are still keeping an eye on Modi1

No mention of citrullination which has Scancell's patent protection, so we may be able to assume that other targets are being sought.

It has the feel that they are still at the early stages and are years behind Lindy's achievements.