Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Balerno I've just seen your 18.20 - "I wonder if and what Immunotherapy will be advised?" Regarding the 'if' in the sentence, I'd say the chances of the King opting for Immunotherapy are high if there is something appropriate.
For all his life he has been more than open to 'alternative' therapies.
It's distressing news for him and for us. Whatever transpires lets hope the Doctors can find some good help for him.
God save the King !
The BoD is now just the Chairman, (Non-Exec), the one FULL TIME Director, the CEO/CSO and 3 more Non-Execs one of whom is Martin Diggle. It looks a bit thin to me and I'd be surprised if it stays that way. And IME it's common for Senior Management to join and be elevated later ?
A nominee from Redmile a good addition ?
EE - I think you may be right. And for all the reservations expressed at the time about Prof. Lindy's role as CEO and CSO, it seems to me she is doing a grand job and that the BoD and Management is being 'beefed up' nicely . . . .
Hopefully Dr Callum Scott will be a strong replacement . . .
RW it is standard when a Director leaves a BoD, to use the term 'retirement', whatever the reason might be. It doesn't mean in itself, retirement for reasons of, not working any more.
Thank you but I did read the RNS . . . .
Yes unexpected indeed. It seems Sally Adams resigns as a Director immediately but she will be around part-time for 6 months to help a smooth transition. So perhaps she is not being whisked off elsewhere, well not for 6 months at least. I wonder if there are personal reasons behind this, such as winding down for retirement, (the pace of things in her position must be quite demanding). OR does the BoD feel that position needs some 'beefing up' ?
Dr Callum Scott seems a strong replacement ?
Scancell have a pattern of making strong changes to their BoD : e.g. CH, JC and RG going, a new CEO, CFO and BDO. Gearing up for the challenges ahead?
Good luck to Dr Sally.
Johnny your 21.40 re. Moderna pursuing 'off the shelf' possibilities. I think it fascinating that Dr David Pinato notes "not enough data at present to say whether personalised vaccines are in fact better than broader cancer vaccines" and would respond, 'you can say that again, please'. Is Dr David Pinato making a diplomatic understatement?
Then, "The Moderna vaccine, he added, is looking at specific traits across a number of tumours. It’s basically looking at what is the most frequent hit that you can target in cancer?,” he said.
Isn't that exactly the approach that Prof. Lindy has been following for the last 15 years! Unless Moderna can find another way, after focusing on 'personalised' vaccines for years, they will have some 'catching up' to do, (but massive resources to deploy).
For me though, it's very encouraging that Moderna are obliquely banging that Scancell drum and it will be confirmed to other Pharma that Scancell's established science may be on the right path and has assets of substance. That will become obvious to Moderna too . . . .
I'm trying not to fantasize too much but Dr David Pinato, the Investigator of the UK arm of Moderna's "ready made" vaccine, will be sure to discuss the wider picture with major Players in Moderna's highest echelons and it seems impossible that Modi1 at least, will NOT be brought into Moderna's sight.
IMO there are some real gems for us in that lowly Shropshire Star link! Thanks.
Chilltime over there, (litter free), 126/7 - thanks :-
". . . Lindy points to another company in the sector which she hopes has good results (due in a couple of months) as those results would put companies like Scancell in the spotlight . . .
. . . Sharing some info found. Lindy said Ultimovacs have a phase 2 running and good results would be good news for vaccines (due March). She also said she doesn't believe theirs is as good as Scib.
Here is an Ultimovacs phase 1/2 result which was their vaccine with ipilimumab
11 patients, 3 partial response, 1 complete response. The complete response took over 2.5 years - the graph and results are nowhere near on the scale of Scib with the combo. The study is similar to the one Scancell are doing with patients, a similar split on the Melanoma types.
Study Design - This was an open-label, single-armed, single-center phase I/IIa clinical trial [NCT02275416]. The primary objective was to investigate the safety of combining UV1 with ipilimumab in patients with unresectable metastatic melanoma https://www.frontiersin.org/files/Articles/663865/fimmu-12-663865-HTML-r2/image_m/fimmu-12-663865-g001.jpg "
Interesting stuff - time will tell . . . . . . .
Yes RW a very nice thought for the weekend !
IMO Scancell have the opportunity to be more bullish now that 5 Pharma are showing interest in Glymabs. I'm assuming that any 'exclusivity' relates to particular targets not the whole platform and a much higher 'up front' payment, say £20 million (or more) each, should not be too far fetched a possibility given the wide interest?
Cleaner thanks for your 17.32, "beat Madonna to the race to being fully developed" - for as long as I remember Madonna, she has always been 'fully developed' (wink).
Ray thanks for your clear 18.21. When you write of SCOPE tackling 'unresected' melanoma - would I be right in observing that it's 'unresected' because it's 'unresectable' or ?
Nice weekend all . . . .
Whoops, with 'laying bare' I refer to TD . . . . .
No doubt TD have their own criteria to meet but I think their 'riskings' are bean-counter low - Scancell should be right now, at or above their 'valuation'.
As licensing deals trickle in and with continuing good data from the SCOPE trial, I expect Scancell to lay bare their paltry caution. GLA
Thanks for that Ciaskin. I watched it through and well done the Team. I've bookmarked and will rewatch, maybe more than once.
There's far more in this 'Interims' timed Investor update than I had hoped for. The reports and explanations from train rider Burble have been great and many thanks for all of that and for all the other posts. I'm looking forward to hearing the recording.
Just MO, but these defined areas of 'exclusivities' could be tasty and come at a much higher deal price than has been suggested so far.
A comment in passing - it's hard to know what Mandeep BDO is up to but I can comment on Sath, who seems to have composure and insight in measures. Some good recruitments in full flow now!
GLA
Yes Moonparty - or a micro-bagger !
Hi Violin - some good answers to your 15.55 so I hope that puts your concerns about Redmile's holding finally to bed. I'd add MO that Scancell won't be going anywhere for 50p . . .
And thanks to Ray and Chester for an excellent and enlightening discussion about the magic 30. Any update we get on SCOPE progress will be exciting. Maybe an RNS and maybe not.
Tuesday 2pm tick tock.
Hi Violin. Re. your last sentence, I disagree 100%. IMHO that's just not how it works, whatever the figures. We'll see. Roll on Tuesday 2 pm. GN
Kashdog, I agree with you. Jambo should keep his chin up because the vagaries of the SP ups and downs have long defied all logic. I'd suggested that some 'experienced Investors' will have suffered too!
Kashdog - re. 2019 - nice timing. GLA
Hi Chester, with respect, 'to engage with investors or analysts', is IMO, always an excellent use of management time.
There MAY not be anything new to disclose. IF there is, it'll be the subject of an RNS IMO. The Interims is a statutory disclosure of accounting data for the 6 months to 31/10 to which is added a review of matters of any business progress since 31/10
We were the first to feel let down when the previous Investors/Analysts discussion was cancelled and it may be that Scancell, to their credit, are now putting that right - great - something is likely to be learnt from what is said and the way it is said.
OR, there may be something new, in an RNS, but hopes need not come crashing down again, if there is not. That's all.
There's much to come soon enough, be it Tuesday or not . . . ATB
Chester 14.34 - "I cannot see any logical reason to be giving a presentation on Tuesday that is just going over old ground". Well I can - it's communication and IR. If there's any 'new ground' there will be a separate RNS IMO. I suspect Scancell's logical reason for Tuesday 2 pm is to repair the loss of the previously promised Presentation/Q & A which when cancelled before in understandable circumstances, was the subject of universal disdain here.
Chester re. "who are they trying to engage", you seem to infer something or other. IMO it's just Scancell, trying to engage with Investors and Analysts who were disappointed before.
"It has to be an extra bit of something". Oh really? In truth, it has or has not to be.
Violin 09.28 - 'it's' never "done and dusted" - hang on - 'it' is ongoing until we get there. As to 'curve ball', "Nasdaq", I'm quite certain, that if ever that's envisaged that will be a long saga not related to 'Interims' stuff. And 12.51 - "I would have certainly changed auditors", I was waiting for that one. You know what I think.
The Interims are a 6 month update on the financial position of Scancell which includes an update of material events and business prospects - what used to be 'post-balance sheet events'.
If there is any new data or other excitement, we should be told that in an RNS which Interims or not, would be posted anyway.
Well done Scancell for setting up Tuesday's 2 pm event. rom the 'Interims' and the Q and A we should, quietly, be able to glean a little.
Unless, we get an RNS too !! GN
Hi C11 - re. notice - well they just squeezed it in ! 2 days !! But our wizards will have time to prepare some searching points for Q & A at the 'Investor Presentation'.
Should be an interesting day . . . . ATB
Kashdog, yes the triple lock and public service pensions etc. should be on that list too. Sorry for O/T. Some great ON/T posts today !