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China captures 49% of global drug deals in 2025 amidst lower costs, faster timelines

This is an improvement from only 6% in 2020.

https://healthcareasiamagazine.com/healthcare/news/china-captures-49-global-drug-deals-in-2025-amidst-lower-costs-faster-timelines

Greater China’s healthcare sector maintains an overweight rating, with the industry expected to emerge as a key player on the international stage in 2026, according to a UOB Kay Hian report.

https://healthcareasiamagazine.com/healthcare/news/strong-pipeline-ma-activity-could-trigger-rapid-earnings-greater-chinas-healthcare-firms-uob

Haha sorry drunk

China captures 49% of global drug deals in 2025 amidst lower costs, faster timelines

This is an improvement from only 6% in 2020.

https://healthcareasiamagazine.com/healthcare/news/china-captures-49-global-drug-deals-in-2025-amidst-lower-costs-faster-timelines

Greater China’s healthcare sector maintains an overweight rating, with the industry expected to emerge as a key player on the international stage in 2026, according to a UOB Kay Hian report.

https://healthcareasiamagazine.com/healthcare/news/strong-pipeline-ma-activity-could-trigger-rapid-earnings-greater-chinas-healthcare-firms-uob

"Project Ruby" was a codename for the Qatari bid to purchase Manchester United football club in 2023–2024.

https://www.tribalfootball.com/article/soccer-premier-league-uncovered-sheikh-jassim-s-project-ruby-in-detail-for-man-utd-fans-buying-out-ratcliffe-not-off-table-65e92fa4-c5d8-47db-9867-2b34b00fb9c3

Well ,what have I missed today. There’s not been so much excitement here since the lodging incident.

Nice to see some names from years ago appearing…just like weddings and funerals.

Couple of things on my mind..

Why didn’t CC reject outright the low ball offer from Esyasoft and be done with it.

And in RNS it stated

“ and confirms that it has received an indicative non-binding approach from Esyasoft Holding Ltd ("Esyasoft") regarding a possible all cash offer for the Company, valuing its entire issued and to be issued ordinary share capital at £35 million, representing approximately 9.75 pence per share (the "Possible Offer").

What do they mean by” and to be issued ordinary shares capital at £35 million” ?

The market Cap is presently £30m , isn’t it. GL all vas

"Denmark's Genmab has decided not to continue the development of a drug for cancer, acasunlimab, which had reached phase 3 testing, after a review of its medicines pipeline.

The decision to end the programme comes 18 months after Genmab's former partner for the acasunlimab, BioNTech, pulled out of the alliance on the drug, a PD-L1x4-1BB bispecific antibody that was developed using Genmab's DuoBody technology platform and BioNTech’s expertise in immunomodulatory antibodies."

"In a statement, Genmab said that the decision to shelve acasunlimab "reflects prioritisation of higher‑impact opportunities" across its late‑stage pipeline, as well as an "increasingly competitive landscape" in lung cancer."

https://pharmaphorum.com/news/genmab-ends-lung-cancer-drug-development

We have no way of knowing but AZ could be one of the interested party’s.

https://www.astrazeneca.com/our-therapy-areas/oncology.html#:~:text=We%20are%20following%20the%20science,Medicines:%20Portfolio%20and%20Pipeline

Kashdog,

If we keep the tenuous link going a little further we have ..

Scancells Medical Director – Dr. Robert Miller

Dr. Miller has over 32 years of experience in drug development. He has worked in the pharmaceutical industry for Zeneca (now AstraZeneca) and Protodigm.

You could argue that to find out what is on the BODs Scancells mind, you only need to look at who they are talking too. If the BODs and large investors main 0bjectivevwas to go it alone , then I do not suppose Scancell would be talking to other pharma at this time ….just investors ….I think they are actively looking for a deal/s and the going alone route is the second choice.

This is from 7 months ago but good read for anyone new.

https://www.linkedin.com/posts/dee-wilson-855a725_biotech-immunooncology-cancervaccines-activity-7339639967784067072-DU4o

“ we would argue the strength of data and cost of the proposed Phase III study is such that in-house development should remain a primary consideration.”

Anyone know How come TD are aware of the cost of the proposed Phase 3 Study ? And does anyone have any idea what sort of money will be required ? and regardless of whether Scancell are seriously considering to go it alone, these TD remarks could have easily have been included in the note to give credibility to the notion that Scancell going independent is a serious option under consideration.

From everything I have read and heard the results from the current negotiations is a total unknown and no preference has been identified by the BODs, for obvious reasons.

My gut feeling is that something will be partnered or sold to ensure finances available to fund something else independently. This way imo investors benefit twice over with added value to platforms remaining as they keep full control in house plus no dilution of current existing shares.

I’m quietly confident that Scancell will raise the cash without a fund raise.

The fact that it looks like institutions ( assumption) are buying openly on the market at this time makes it less likely that a fundraise is doing the rounds, surely ….as why wouldn’t they wait for the fundraise, unless the fundraise is at a higher price than current price .

I agree with crusty.

Scancell need to demonstrate that they are prepared and able to go to phase3 trials independently if they so choose, so to ensure any potential interested partners take this option into account ( that scancell being able to walk away) in the negotiations .

Never a good look entering into negation's with a look of desperation on your face.

Thanks Bill.

Not a lot of news out there at present.

Looks to me like everyone is waiting on the financials behind today’s news in particular ! Specifically , who’s paying for this new trial. hopefully once funding is confirmed to be non dilutive ….everyone will happily pile into what is now a very good investment.

I’m thinking it will be the funding announcement, if favourable that will be the catalyst for a rerating..

This news could come at any time .

Looks like Southampton University Clinical Trials Unit have won this award to oversee and run the Cancer Vaccine Launch Pad (CVLP) Services.

https://bidstats.uk/tenders/2025/W46/858390824

Anyone have an idea what this contract for a new trial will involve

Contract

Cancer Vaccine Launchpad (CVLP) Scale-up

https://www.find-tender.service.gov.uk/Notice/003409-2026

Description

Contract successfully awarded to the University of Southampton Clinical Trials Unit (SCTU) for the Cancer Vaccine Launch Pad (CVLP) Services.

Period of contract: 1 May 2026 to 30 April 2028 with an option or options to extend (at the Authority's discretion) for a period or periods up to a total of 36 months.

Contract value

£9,305,994 excluding VAT

£11,167,192.80 including VAT

Above the relevant threshold

Date signed

9 December 2025

Contract dates

1 May 2026 to 30 April 2028

Possible extension to 30 April 2031

5 years

Description of possible extension:

Up-to 36 months in increments

I think the general feeling here according to those at he AGM and also the RNS on 9th December 25 is that they will not need to raise any further cash as it will be covered by a third party.

My understanding from what i have read is that there were over 30 company's in talks of some degree or other mentioned at the AGM , some more serious than others, no guarantees but highly positive IMO .

From RNS 9th Dec 25

"we are also in active discussions with potential partners as we assess the optimal options to finance this next stage."

Thanks Chester.

This paragraph spoke to me ..

“ Investors face long periods without liquidity. Unlike technology startups, there are no quick exits here. This requires a special type of capital — patient capital.”

IMO we are now moving towards the end of the long and torturous “patience “ phase and look forward to a much more confident and exciting phase where the “ rewards” for all the progress made these past decade/s can be realised. No one knows how these rewards will materialise and how they will be distributed over what timeline but there still remains a chance it could be a one RNS event. Whatever happens surely the “ remain patient” phase is drawing to a close. GL vas

I found this a good read.

Really makes you appreciate the journey and progress Scancell have made.

https://iclub.vc/insights/venture-capital-and-biotech-investments-in-2026.html#:~:text=Biotechnology%20is%20set%20to%20become,technology%2C%20and%20real%20clinical%20value.