Member Info for RayPointer

An impressive pipeline :-)

Mark

With all the extra cash coming from Redmile, Scancell decided to develop the mAbs and Avidmab further before doing a deal.
Very sensible IMO.
There are 4 mAbs as described by Lindy in the AGM presentation about 26 mins in.

https://www.youtube.com/watch?v=VEbic53pJ_A

As far as Avidimab is concerned, if all goes to plan it will get its first clinical outing as part of the Covidity trial. This adds even more importance to this trial since, apart from the obvious, it also potentially adds value to Avidimab.

What is relevant is that both Vulpes and Redmile carried out scientific due diligence and decided to invest as a result of said due diligence.
In the case of Redmile they made an initial investment and subsequently contacted Scancell saying they wanted to invest a great deal more. Why would they do that?

Perhaps Michael Caine could help :-)

https://www.youtube.com/watch?v=8g_GeQR8fJo

Has Thursday been abolished?
Not a bad move IMO as it is a pretty useless day :-)

https://clinicaltrials.gov/ct2/show/NCT04079166#contacts

We do know that 2 sites are recruiting, so perhaps the first news to come will be "First patient recruited" as promised

Thanks Bermuda. As I recall, the US was last country to grant the main moditope patent for citrullinated epitopes.

Yes Bermuda, I noticed that. Lindy being included in "et al".

This is the relevant paragraph:

"Comprehensive assessment of the expression of PADI family members in cancer has been limited. PADI4 has been investigated largely with respect to its interactions with histone H3, ING4, p53, and HDAC2.8–11 Moreover, the extent to which protein citrullination in tumors induces an immune response is largely unexplored. Studies aimed at interrogating antitumor immunity against citrulline-peptides of vimentin and a-enolase have demonstrated that these peptides can trigger a CD4+ T cell response,12 13 providing evidence that protein citrullination in tumors may be immunogenic. Given the antigenicity of citrullinated proteins, exploration of PADI family members among cancer types and their impact on citrullination and immune response has potential for the development of tumor vaccines with citrullinated antigens or for identification of citrullinated antigens as biomarkers for cancer detection or prediction of response to immunotherapy.7 14–18"

It is worth mentioning for people new to Scancell that Scancell have a patent for the targeting of citrullinated epitopes in cancer. Do we know whether the US patent has now been granted?

Excellent stuff Bermuda.
And those 2 proteins (vimentin and enolase) are exactly the 2 proteins that Modi1 targets.
Lindy ahead yet again :-)

"Rather than just sending its retail orders to wholesale brokerages for execution, as it traditionally has, Stifel plans to make them available in its own alternative trading system (ATS), hosted by Nasdaq, opening up a previously untapped opportunity for institutional orders to trade against."

Does this perhaps mean that this is a possible step towards a Nasdaq listing?
Opinions appreciated.

The official team ramp view

"Market knowledge
The most important requirement is that the broker
provides in-depth market knowledge to the quoted
company. In order to select brokers, companies
use a varied set of metrics, looking for brokers
with a proven degree of experience, often
evidenced by the broker’s track record of selection
by clients or by the level of transaction flow.
Further, companies should seek brokers who will
offer them a detailed understanding of the potential
investor base. Larger companies often appoint two
brokers, building a relationship with both on a
day-to-day basis, and are likely to use both in the
event of a large transaction. This strategy may
enable companies, including Mid and Small-Cap
companies, in certain situations to access a
broader range of investors and thereby help boost
liquidity in their own shares. "

https://irsociety.org.uk/files/_corporate_broker.pdf

Remember Lindy regards Avidimab as a combination therapy in its own right, so as well as giving the mAb extra affinity it can have an attached killing agent or mediate a TCell attack which in turn may be a CAR-T TCell.
It is quite possibly this potential for combination therapy that prompts Lindy to say Avidimab is unique.

https://www.targetedonc.com/view/tigit-emerging-as-target-in-clinical-research-across-cancer-settings

This article gives some context.

Yes, there are a lot of Momentum Investor followers.
Let's hope it also appears in the Small Company Share Watch, it's sister publication.

But its good to see that CEPI are so science oriented.

https://pubmed.ncbi.nlm.nih.gov/22174559/

"Since CD4 cytotoxic T cells are able to recognize antigenic determinants unique from those recognized by the parallel CD8 cytotoxic T cells, they can potentially contribute additional immune surveillance and direct effector function by lysing infected or malignant cells. "

No doubt Lindy will know this. This is perhaps one for the future but there is perhaps a possibility to combine an Immunobody vaccine with a Moditope one.

Put another way
Does orion minerals have the potential to go from 0 to 25 thousand tons of copper PA in less than 4 years and also start that copper flowing in a much shorter timescale?

I can't imagine what the BB will be like when the SP hits £8 :-)

or a skateboard :-)

Interesting Bermuda
An easy walk between the 2 labs with perhaps a coffee shop in between.