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Agreed Chester. And EE, yes anything can happen!

C11 - yes, re. the orange one, we have to be careful what we wish for. JDV might be even worse and superficially at least, more credible. OMG

I noticed this on the Guardian's website yesterday :-

"As US regulators restrict Covid mRNA vaccines and as independent vaccine advisers re-examine the shots, scientists fear that an unlikely target could be next: cancer research. Messenger RNA, or mRNA, vaccines have shown promise in treating and preventing cancers that have often been difficult to address, such as pancreatic cancer, brain tumors and others.

But groundbreaking research could stall as federal and state officials target mRNA shots, including ending federal funding for bird flu mRNA vaccines, restricting who may receive existing mRNA vaccines and, in some places, proposing laws against the vaccines. The Trump administration has also implemented unprecedented cuts to cancer research, among other research cuts and widespread layoffs at the National Institutes of Health (NIH)."

Whilst I nurse my own doubts about the side effects of mRNA vaccines, the USA is likely to be difficult ground for cancer vaccine progress as a whole. But by the same token, does the 'Admin's' hostility to mRNA represent a special opportunity for Scancell with the DNA avenues?

I can't recall what was last said about the future path for iSCIB1 but guess that will be under constant review anyway, as this USA lurches around in Trump world.

One for Sunday . . . . https://www.theguardian.com/us-news/2025/jul/12/mrna-vaccine-cancer-research-trump-administration

Hello Violin. I read that link earlier and though not yet 'peer reviewed', RP1, used in combo with Nivo, may have got a 33% response. All advances are welcome of course but 33% is not 70%. Of course, it is possible that something will out run iSCIB1 at some time, but this doesn't look to me like being 'the one'.

As for such competitors, ". . . . this may be the reason Scib has not been partnered to date", I think you are alarming yourself somewhat. Let's wait and see what July brings us here - we could be streets ahead !

I'm by the glorious Helford River atm which is at it's best right now, in this lovely weather ! ATB

Jambo - I'm hoping the SP will actually move up this time in the event of 'excellent' data arriving - I'm mindful that the Scancell profile is higher now, particularly with the CVLP on side.

The effect of any deal on the SP is hard to say. It'll be dependent on what the deal is ! But anything substantial should give us a re-rating which might be tasty. We'll see. Keep going, after all, we are 'nearly there'.

Pete. Yet it is possible, (but IMO unlikely), that discussions and/or a provisional agreement might be in place, subject to, certain criteria being met when the SCOPE data is released? We just don't know but time will tell. Roll on the day!

Thanks for yours EE and of course, I hope you are right . . . .

But as Chester writes, that scenario "is just a hypothesis based on good possibility and a big dose of wishful thinking".

Whilst I'm all for that I'll be happy with an RNS disclosing cracking SCOPE results. We'll see.

Hi Chester. Well July 24th is as good a punt as any other BUT I'd suggest that if you're on the button, 'news' is more likely on July 17th ! Why? Because (IMHO), the SCOPE update will come alone, in it's own merit. And this, "a week for Scancell to align with a potential partner" is wildly optimistic!! . . . (as you know).

I enjoyed the post though. ATB

Thanks Bermuda - its good to see Prof. Lindy presenting again !

Douve, I agree with that 100%. You make a good point - the GT move frees up SCOPE and MODI looking at that 'tidier' angle too and I love 'tidy'. It's keeping the 'Group' in a good shape . . . .

Chester I'm not sure that future 'finance' considerations were alone crucial but, we weren't the 'fly on the wall' so who knows?

GT IMO a good move certainly - what's behind it ? We only have our thoughts, atm.

Matt. GT is, in itself, a separate entity to develop if Scancell so decide. Also, possibly, should the opportunity arise, it offers a vehicle to accommodate/facilitate a deal/s of whatever nature may arise.

IMO the creation of GT indicates that Scancell BoD are sure that the Glymab platform has a serious future ! The wind should, IMO, still be in your sails !! ATB

That's interesting Bermuda. Will Scancell's agreement with Genmab need to be assigned to GT together with the IP and Patents etc. ? And, as it is, won't Genmab be bound to pay Scancell themselves, (who might then loan it to GT).

It's hard to know the way GT will be progressed . . . .

Hi Matt. Yes I certainly remember a Poster commenting that the next stage would be a similar sum and maybe that was based on a comment from the Company. But I was thinking more that Genmab having already doubled their interest, might accelerate matters if their position continues to firms up.

Fact is, we know little about what's going on, but the prospects appear to be good ! Hopefully !

Ha ha - that's 'tantalising' of course!

Balerno - GT is just a 'shell' Company at the moment, a subsidiary of Scancell (?). I don't see the recruitment of a CEO as happening yet, (but I could be wrong), although you are right that there could have been some 'momentum' in discussions that triggered the incororation of the GT vehicle, (as also suggested by Chester).

BTW surely any second stage payment from Genmab will be banked by Scancell themselves who at present own the Glymab IP, (and signed the Genmab agreement)?

If Genmab do make a substantial payment, Scancell would be in a position to make inter-Company loans to GT which might be a way to unlock GT development.

In overview we really have no idea of what may transpire in any detail. But the arrival of 'GT' offers tanalising possibilities.. Hmmmm - wait and see.

Chester, GT might share premises and operate as before under Scancell's umbrella - maybe costs will be allocated to GT as appropriate. Staff may be transferred to GT from Scancell and there may be recruitment, who knows?

For me the main import of this move is to create a corporate vehicle to be used for deals if the case arises. If Scancell continue to develop GT long term then the questions of finance, recruitment, premises may arise.

It'll depend what progress is made with science and what deals arise. AIMO

The BB will be stuck in this rut until we all filter Scin . . . .

Hi Dragon - well of course, anything is possible. If Genmab want to increase their stake in the Glymab science, who knows what might transpire? At least GT is set up and ready to go! But IMO we have to wait and see what comes around the corner.

Even a buyout of GT is one of the possibilities and I wonder what $600 million per mAB adds up to.?? But this is pure Sunday speculation - time will tell . . . . .

Moonparty 13.36 - yes equity capital from any source going into GT will be a dilution to existing Scancell shareholders (and the share price). That said, the cake should be bigger as a result of such exciting input. The consolidated result may end up or down overall.

Balerno 13.55 I see you are one up on Inan's long term SP guess . . . . . .

Chester - Scancell won't be 'giving' Glymabs away at all, never mind piecemeal. Maybe I misread yours.

My own punt on the fate of GT is, (after a pint of 'Exmoor Beast'), is that GT will be divested 100% at some point, to Genmab if the 2 existing developments go well. Taking a stab at the possible value, what's £600K x GT.

Goodnight all.

Chester it was good to see you posting again. The vaccine for scinv is the filter - it's 100% successful, FDA approved!

Regarding GT, equity capital in the future from the likes of Redmile or Vulpes or similar will IMO still be a dilution of Scancell on consolidation, but do I give a bigger! No!! The restructuring and inception of GT is a really positive move giving all sorts of possibilities with the extra flexibility it affords.

So now we watch the space until 'later in July'. ATB

And, wont it be fantastic if we can get data from SCOPE cohort 4 by the end of December.

May the force be with the CVLP !!