Member Info for violindog

Chester, it's certainly looking like the obvious conclusion to a very long journey. The new investors must have had a good look at the scientific data and liked what they have seen to date x

I have absolutely no experience with business.... but my understanding to land a deal you need a product that is desired by a major pharma and a team to negotiate the deal to achieve the best value for shareholders.

Considering these two conditions: Scancell over the last 2 years have improved the management team....an area all LTHs have recognised as being weak. We now have an experienced management team with good track records in pharma and deal making.

As for the products... we have been told some are being evaluated , others are in trial with so far excellent results . All have extensive research papers published etc etc with protected patents so the tech can't be copied easily... so pharma majors must be aware of them . As the post by Bazookajr indicates the appetite for deals is hotting up .The major pharmas must always look to their own future portfolio of drug development and those of their rivals.

The natural conclusion is that we must achieve a deal for one of Scancell’s products...or indeed the whole company.....unless we have nothing to offer which I find difficult to accept especially post the due diligence of Vulps, Redmile etc.

So it's just a waiting game until the red dot ....hopefully 🤞

Bazookair, fingers crossed Scancell may just pull off a deal this year !!

Cleanerworld.....an excellent reminder re the RNS. The "new 6month evaluation" must be coming to decision time ...stick or twist...

Financially we are in a good position with both the increased fundraising and Scancell informing us the appetite was strong. Hopefully this will give Scancell excellent negotiation leverage.

Instutional investors may keep Scancell afloat via fundraisers..... but the end goal for all is the bid approach from a pharmaceutical major.

Trinity fair value currently ....37p ...add onto that a hefty premium 😉

Scancell's CFO .... back from the JP Morgan healthcare conference this weekend one can presume. Hope all went well for whatever reason Scancell was present .

I really hope the SCOPE results ....as a stand alone product can get us to my 50 p target by the end of H1 ....with the added chance of a mAb deal .

Goodmorning TF, thanks for posting is a really interesting article.

My take is the following, the current 13 SCOPE patients stand out as they have no new lesions ( and this alone makes the difference) but as yet this is not statically significant to prior studies using CPI alone.. we need data on >20 .

Quote from the article....

"Nevertheless, note that in current SCOPE data, the number of paƟents is small. Consequently, if we compare the prevalence of new lesions in the 13 paƟents in SCOPE (0/13, assuming the single

paƟent with PD also did not present new lesions) to the prevalence of new lesions in the 53 paƟents

in Wolchok et al (13/53, 25%), the difference is not staƟsƟcally significant at p < 0.01 by chi-square

or, the more appropriate due to sample size, Fisher’s exact test (p = 0.046 and 0.056, respecƟvely).

Even If we pool Wolchock and Shoushtari (cauƟon: a different populaƟon) data together, p-values

are 0.02 and 0.03 for Chi-square and Fisher’s, respecƟvely. We would need data on about 18-20

paƟents to reach significance at p < 0.01, assuming the current trend conƟnues.

During the AGM, the CEO indicated that, to date, 21 paƟents are under treatment in SCOPE study. If

the current trend of ORR in absence of new lesions conƟnues, before the end of Q1 2024 the

prevalence of new lesions in SCOPE study will be staƟsƟcally significant vs historical controls. "

So we should hopefully get a clear statistical picture by this Q1 🤞 that Scib is superior.

In the article the author gives his timetable...I note the author feels partnering will be in Q2 this year if all is well 🤞

"Q1 2024: ORR data on 20+ paƟents with SCIB1, if trend conƟnues this will be the first study were no

paƟents under treatment developed new lesions, resulƟng in excellent ORR sustained over a

meaningful period of Ɵme (expected median around 4-5 months). In addiƟon, SCIB1 cohort is fully recruited. iSCIB1+ starts recruiƟng towards the end of Q1.

Q2 2024: 6 month PFS data for 18-20 paƟents, 12 month PFS/OS data for 5 paƟents and addiƟonal 3month ORR data for about 10 paƟents (SCIB1), at this point it is likely that SCIB plaƞorm for

melanoma will be partnered assuming current trend conƟnues. PreparaƟon to iniƟate phase 2/3

blinded, controlled, adapƟve registraƟonal trial is announced.

Q3 2024: By mid Q3, we should have solid ORR data on iSCIB1+ (assuming they recruit at least 10

paƟents per month from end of Q1 2024)."

I would urge all to read the article as it covers afew scenarios.

Hopefully by Q2 I may get my 50 pence ...and a drink with TF 😀

Morning TF, my 50p target is not defeatist at all and i hope / expect that Scancell will build sucess with each trial and the share price will rise further and far exceed 50p. Its a personal target that will hopefully fit into my limited time frame and the current SCOPE Trial is my best chance of achieving 50p. I no longer have "years " to keep invested. Ideally Scancell will be@50p by late this year so I can crystalize this investment . Over the years I have subscribed to enough fundraisings to ...in a very, very small way... help build the foundations of a fantastic company. I will leave the rest of the building to you guys and I hope that you all exit at a level far in excess of my personal target. We all need to play the hand that God has dealt us ...so 50 p is my personal goal and not a reflection on the great potential.

Chester 18 , nice post indeed . From 11p we should build nicely as results come through and perhaps even another elusive mab deal may be on the cards this year.

One thing I'm not clear on....when the SCOPE Trial patients are evaluated.... can the fact that the original SCIB trial patients have now survived for so long ...can this be taken into consideration ?

Take care all !

TF, I'm always hoping , and when this reaches 50p I will have achieved my castle in the sky ...

Yes ...although we have said it before...as Balerno says...this may be our pivotal year 🤞🤞🤞

Just before the conference....USA Investment bank Stifel has resumed coverage of biopharmaceutical company Scancell Holdings PLC (AIM:SCLP, OTC:SCNLF) with a repeat of its 'buy' recommendation and 30p target price - a significant premium to the current 11p share price.

All points to the USA , i expect most of their clients are in the States ...perhaps our CFO has gone to tell Stifel that they need to raise the 30p target....or did they leave off a zero by mistake 🤣

TF, it's all fun speculating ...and we often get more information discussing / sharing info between us than we directly receive from Scancell communications.

39p to my target of 50p....GLA

Rat, indeed. We know of the 5 the major investors 4 are USA funds (Redmile and the 3 new ones) . It has been said by LD that there was other instutional interest wanting stock. Were these also USA funds ...and hence why our CFO is attending to maintain and raise Scancell’s profile.

If instutional funds can see the value in 11p then this is a good base on which to hopefully build the share price. Hopefully a pharma company or two will also see the value of Scancell and what we have to offer and make a move ! Alternatively, those investment companies who missed out on the last raise may buy on the open market ?

I guess it all really boils down to whether they want in at @11p ish or are happy to risk waiting for another fundraising at a potentially higher share price.? ...but they run the risk of a major pharma potentially swooping prior to said fundraising. So from my point, as long as the science delivers....we should be OK and 11p is the current floor...hopefully 🤞

Its excellent that Scancell are attending on whatever capacity ...all good exposure.

Balerno, 1.2 billion shares.....plenty to consolidate 😕

The new 3 investors are all USA investment houses....so ...with Redmile owning 29.9% the interest is all from USA ( Vulps excluded) . This is why I think Scancell should list on Nasdaq reversing into a "shell company "

C11, you may well be correct. I simply don't see how they could raise 30-60 million next year so soon after the one just concluded. We currently have 1.2 BILLION shares in issue... any more ...then we really will mirror clapped out AIM oil and gas/mineral exploration companies.

Interesting the 3 new investors are all USA based firms....none from the UK...a sad reflection on UK appetite for investment . Perhaps we really should reverse into a Nasdaq "shell company " and get a USA listing.

"We talked to CEO Lindy Durrant on 20 December. The offering brought in three new institutional investors (two VCs with life science expertise, Invus and Pentwater, and one mainstream firm, Platinum), and Prof Durrant said they had further potential interest for larger stakes from others. The plan is to raise further cash next year on the back of what they anticipate will be positive trial results, and the quantum mentioned was £30-60m, at what she hopes will be at a higher level. "

Hmm....trying to be positive but not too much in that article that reassured me.

Further dilution next year £30-60 million ! In the article it states that Scancell had " further interest for larger stakes"....well LD has just indicated a huge potential raise so they certainly won't be in a rush to buy on the open market if they can buy at a discounted fundraising???

iScib...manufacturing statement sounds like quite a delay 🤔

Dalester, indeed, Redmile could also act as our representative.... with just shy of 30% they are certainly in our corner .

Burble, interesting logic. Do you think Genmab keep Scancell updated re what they are doing with the licence ..ie how they are progressing.... and if all goes well you ( Scancell) will receive X amount roughly by /mm/yy. Or does Scancell simply wait in the dark and the agreement ends by x date as nothing has developed and Scancell are free to seek new partners.

Jafall, we track the USA bitcoin miners so not cryptocurrency directly. However, that said all the miners are up in the USA , yet we have fallen 11%...this I don't understand !!