RE TF's comment "Re. this - "I’d also note that an important function of today’s RNS is to cleanse management of inside info prior to option exercise." Monday is an unusual day for an RNS and I am wondering if there will be another RNS re. options tomorrow?"
Yes it does seem unusual? Have Scancell released an RNS of this nature before? I vaguely recollect similar following AGM's but not out of the blue.
P.s. as someone else (?) mentioned, a much more commercial sounding Scancell now.
Perhaps 44% is very significant after all?
...but yes I agree it would be good if UK gov looked closer to home first of all
Had Covidity had more government support I think it would have been transformational for the company, at that particular point in time.
However right now, I think Scancell "should" have enough private big pharma interest to move along a private route. Whilst government interest would be good it doesn't really change the trajectory, does it?
But also, as mentioned, Scancell are still an early stage pharma and should not necessarily compared with BioNtech and the fact BioNtech have already worked with UK gov and other world governments.
Again all IMO.
Tf - my sentiments exactly.
IMO there will be plenty of other big pharma's interested in non personalised solutions, and those who don't have a vested interest/locked in to the mRNA approach.
I.e. there are many multiple competitors to Modern and BioNtech, and who will be interested in a different approach so focus should not be solely on them, or the mRNA approach, again IMO.
The fact there are already multiple tie ins with medium/big pharma via the mabs products, i.e. Genmab for one that we know of, existing links with BioNtech etc, Crosserys appointment etc, I find it highly unlikely that Scancell are not being courted as we speak. It would explain the extended radio silence for one thing.
A mere morsel for our hungry souls please Scancell!
IMO it's very strange just how under the radar Scancell/Modi are, considering Scancell also have their trial running at the same place, considering there has been some local press etc.
Almost makes me wonder if Scancell are avoiding mainstream exposure to the Modi trial in particular, mybe as it is full subscribed?
Agree CW, mentioned something similar the other day. They are "conversely" quiet for a reason IMO.
".. just doesn’t feel like the right time to be releasing really positive information to me "
Based on what exactly Jambioan? Is there ever a right or wrong time? If news is ready they really shouldn't be holding it back, should they?
@AlmasSzabo - thanks for the reminder. Perhaps news won't be so out of the blue after all.
Well I'll keep my fingers crossed still for news out of the blue 🤞
Agree C7, those on the trial and their loved ones clearly have other priorities, also I wonder if those on the trial/families even know or care that bio's such as Scancell can invested in.
It does however raise that old question about NDA's for those working at the hospital directly involved with the trial and patients?
Https://www.mdpi.com/1422-0067/24/13/10859
Intersting article, one more for science types I think so a summary would be much appreciated. But references the Modi-1 trial:
"...Since numerous trials have proven the safety and potential benefits of DC vaccines, these agents could positively contribute to OC treatment outcomes [216]. Conversely, Martin-Lluesma et al. [217] have suggested that in addition to dendritic cell vaccines, B cells and macrophages could become the next agents playing a crucial role in the development of novel anti-cancer vaccines [217]. Moreover, according to Brentville et al. [218], the Modi-1 peptide vaccine consisting of a combination of citrullinated vimentin and enolase peptides could be an effective vaccine in OC patients [218]."
By the recent blogger on the renal combi trial, 7 days ago:
"Hi. Nov 2021 I was diagnosed with metastatic ccRCC. 57mm tumour on the kidney and small lung mets. I started immunotherapy in Jan 2022. Lung mets now undetectable, kidney tumour 26mm. Because my kidney tumour has spread, the approach is immunotherapy and the kidneys left intact. I don't get the standard side effects of sickness, bowel issues. I've just started on a medical trial (modi-1) alongside nivolumab which has great results in mice!! "
So seeing a substantial reduction in kidney and lung mets(?) now undetectable. How much of this is down to Modi do we think? They are a recent addition to the trial i believe.
P.s. Mets?
Thanks chester18, an excellent summary.
RE "The next data readout from Scancell will IMO give huge clues to our future potential.". Yes that next Modi update will be significant one way or another!
My issue/question is that i find it a quite irratating that we see multi billion $ pre-clinical deals, yet here we with drugs in the clinic being trialled with very promising early signs. So what gives? Personally speaking I don't mind if a big pharma can not wait for the more deeper results and feels the need to jump on Scancell ASAP, even if it means the odd less billion here an there. What's the odd billion between friends after all.
But I guess this is my impatience also playing a factor here.
RE timing, I guess it depends just how desperate a big pharma is (or not) for Scancell's wares.
The recent and on going radio silence, the trip to bio23 etc. makes me wonder.
Typo - Thus not this*