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Thanks for those posts - it's always good to see Scancell getting out and about.
But while these occasions might bring the opportunity for useful meets, is it fair to say, by and large, that these occasions are part of the scientific rather than the commercial progress of the Company.
Data and deals please. GLA
Ruck 09.17 - good reply. GN
2CVguy - thanks for your reply. Yes that looks like the answer and it explains the whole conundrum for me, at last. It also means, in effect, that new data is likely to come to us via RNS first, if it is price sensitive, either positive or negative, and would not be held back for release at an Event, (unless by amazing coincidence, the data first becomes available on the day of the Event). Thanks again. ATB
No Ruck. Not condescending at all but just what I would expect from you - taking the opportunity to dance around at my expense.
Of course Patient meets are a brilliant idea particularly with Trial Investigators updating Patients to understand what is going on. The point is that the 'study investigator at a charity patient conference' is not likely to be the vehicle for presenting deep insights from detailed new data.
But this, "You still don't get it do you?" IS more than a tad condescending. And if you think I don't understand that "It's about how the science actually works in real people and having the funding to see it through", then words fail me.
Good however to see that you are recovering from recent stuff to be your normal charming self again. Go back to bed and get out the other side. ATB
Thanks Cleaner - I watched the Sarah Danson link - SCOPE appears 16 minutes 20 seconds in. Hopefully there'll be another video of her presentation for 2024. ATB
Cleaner thanks for your 08.48 yesterday - of course, it's always good to see Scancell in action, even if just for a Poster presentation.
I see that MPC is a 'Patient' meeting - I wonder how that works? (i.e. given that most Patients have limited understanding of science).
I agree with Bojo - Cleaner's 08.48 is a well thought out post with relevance but I also agree that we should not 'build up expectations' for Thursday 29th etc.
Which brings me to a question - new significant data is surely a price sensitive event and there is a duty to inform via RNS? With that in mind I expect to see RNS for new data as the data arrives and it seems odd to me if new data can be withheld for release at a distant conference - (that's why I tend to doubt the usual excitement around these events).
It's just a question - in a nutshell, how can price sensitive data be withheld from Shareholders until the opportunity arises such as AACR or ASCO, where 'previously unpublished data' is a requirement . . . .
During prostate procedures, I read that a cancer might, most likely, be noticed in the bladder - are any of the cancer vaccine Companies moving in that field?
The King should be in good general health with his diet and positivity but I doubt that he will refuse the SoC . . . .
'For all his life he has been more than open to 'alternative' therapies' but even so, is there a realistic option? Homeopathy - IMO, no chance.
Good luck to the King and all cancer Patients and let's hope vaccines can, in due course, add to the fight against it . . .
EE thanks. I don't remember that being posted and it's good to see.
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