Member Info for RayPointer

lofas
A few things

1 It's the fact that it very much looks like the pre-clinical data for 4 of the 5 Glycans mAbs is now complete and deals are then possible
2 The tone of the RNS is positive
3 They have recently advertised for a research scientist to seek out more Glycans mAbs

I wonder if there are plans to repeat the pre-clinical testing with iSCIB1+.
It might be a good opportunity to compare the 2 sets of results

Here's the poster abstract

https://jitc.bmj.com/content/10/Suppl_1/A18

crumbs will be jealous

But seriously, the news items that possibly cause inflection points are drawing closer.

Great Chester

How about

Early Oct - Scancell gets bought outright for £8 a share (or perhaps £9 with inflation being what it is)

For balance -Before the deal is finalised, Lindy gets knocked down by a Nottingham tram and has severe amnesia. She cannot remember what a T Cell is, let alone that she is negotiating a mega deal. The buyers pull out, being unimpressed with Lindy's grasp of basic science.

C11

"Does anyone have a view of how todays RNS aligns (or doesn’t) with the one issued on 23/06?"

The 23rd of June announcement was for bi-specific antibodies. So the Glycans mAbs will be modified to attach both to the target cancer cell and also to a T Cell. I would guess that this is what Lindy meant when she explained that one of the modes of killing cancer cells was by mediating a T Cell attack.

So for his mode of killing, Scancell themselves intend to conduct clinical trials(s) rather than going for a pre-clinical deal.

Kashdog - the pre-clinical data has not yet been published.
But since Scancell are now presenting the pre clinical data at a conference, then you would presume that the data will be formally published soon.
Scancell's 2 posters at the conference should be on the Scancell website soon (maybe Monday).

One exciting aspect of Glycans mAbs is that they offer different mechanisms for killing cancer cells. A combination therapy in its own right is the way Lindy described it.
Add to that is the fact that Lindy has not finished yet on Glycans mAbs. She is looking for more, evidenced by the recent job advert we have discussed previously.
Add to that the fact that Lindy believes that Avidimab can be applied to any mAB.

What was once perceived as a nice little earner may become a very big earner.

Cliff did say on the first proposed deal that the up front payment was in single figures (millions of US dollars).
How much the pre-clinical data has increased a fair valuation is anyone's guess at present.
For balance, the data may decrease the valuation :-)

Merck is one company willing to spend a lot of money on ADC deals

https://www.fiercebiotech.com/biotech/merck-strikes-second-adc-deal-kelun-biotech-paying-35m-rights-unnamed-asset

It's hard to put a figure on the value of any deal. It will depend primarily an the quality of the pre-clinical data and, more importantly, how it is viewed by potential deal makers.
Scancell have 4 collaborations and have already turned down 2 deals simply because they were too low.
So how much has been added to Scancell's estimate of a fair price as a result of the pre-clinical data?
Hopefully, we won't have too long to wait to know the answer.

Hi Burble
It may be that the 5th mAb they are treating separately since it a mAb that attaches to stem T Cells. It has huge potential for the treatment of cancer and also for autoimmune diseases.
It can be used either for clonal expansion of stem T Cells or the killing of them.
Who knows, they may be planning to go it alone on this mAb.

I think it's a great step forward. The now have the pre-clinical data for 4 of the 5 mAbs and are spreading the news around.
The wording of the RNS sounds very positive and it looks like they were let into the conference at short notice. This is judging by the lateness of the RNS
Our two wannabe dealmakers will be looking at the pre-clinical data.

I hope you are correct Chester.
Also don't forget that Scancell have also predicted that efficacy data for the Scib1 combo trial will be available before the end of 2022.
There is a lot of news coming but we just don't know when. A bit of a nightmare for a trader looking to bailout before news :-)

hasiba
So what are the other positive factors backing up the golden cross given that fact that all indicators are "lagging" i.e. they tell you what happened in the past? Not good for telling the future.
I believe in support and resistance can be used effectively if backed up with price action and 10p historically has always been a good support level for Scancell if that is what you are trying to say.
But here all the golden cross is telling you is that one moving average has crossed over another. So what! It tells you price is moving up which you can see from the chart anyway.

You say
"Golden cross is indication of positive momentum rally and a major sp movement is impending…"
So the first half of your statement is self evident and the second half is pure speculation.
I don't think we will ever agree on this ATB

https://www.investopedia.com/terms/g/goldencross.asp#:~:text=A%20golden%20cross%20is%20a%20technical%20chart%20pattern,a%20death%20cross%20indicating%20a%20bearish%20price%20movement.

"Limitations of Using the Golden Cross
All indicators are “lagging,” and no indicator can truly predict the future. Many times, an observed golden cross produces a false signal. Despite its apparent predictive power in forecasting prior large bull markets, golden crosses also do regularly fail to manifest. Therefore, a golden cross should always be confirmed with other signals and indicators before putting on a trade.

The key to using the golden cross correctly—with additional filters and indicators—is to always use proper risk parameters and ratios. Remembering to always keep to a favorable risk-to-reward ratio and to time your trade properly can lead to better results than just following the cross blindly."

You toss a coin and call "heads" and sometimes it lands "heads"

It's good new for Syrian hamsters

High avidity T Cells especially against the N protein epitopes may be the key here. We need to measure the Lindy smile at the AGM :-)

Ruck
"I'd have thought if there were any toxicity problems we'd have heard by now?"
I would guess that this is the point that Inan is making

Thanks cleanerworld
Here is Scancell's entry

Scancell, a British company that develops treatments for cancer, has created two DNA vaccine candidates against the coronavirus. Their first vaccine, called SCOV1, targets the original virus and its early variants. SCOV2 is intended to act as a booster shot. Scancell is using a needle-free injection technology made by Colorado-based PharmaJet to administer the vaccines into the skin through a concentrated jet of fluid. On Jan. 31, 2022, the company announced that it had dosed the first volunteer in its Phase 1 clinical trial in South Africa. Scancell broadened the trial to include individuals with prior infection or other vaccines in March. In May, Scancell pushed the study completion date to December 2022 in their trial registry.
Updated June 13, 2022