Member Info for WeTookPelham

Ultimovacs was being pushed on the other board by 3nobody

"06/2/2024

10:42 3nobody: sci102 and marcus,

Yes, I am invested i Ulti. I should have disclosed that - agree.

I dont want to turn this thread into an Ulti discussion, just wanted to address some points since Ulti was mention in the thread.

I am interesting in possible new combination therapies with CPI, as I believe this is a good path forward to improve cancer treatment in general. Happy to learn more about Scancell.

Last I just want to point out that primary endpoint for Initium is PFS and Ulti also have AA for Melanoma. In general, PFS is a better surrogate endpoint than ORR in my opinion"

@Violindog, for me personally, I've always preferred the option of a total buyout, never really understood the resistance it gets on here. It would be the "quickest" way to maximize return. (I appreciate Quick and Scancell are two words that are never used together).

I'm not sure how a low share price/market cap plays into this though? Redmile will know what it's worth to big pharma regardless of current mcap right? And Scancell have money in the bank too.

Tiny bio's, much smaller than Scancell still get massive deals because if what they can potentially offer to the big pharma...and their potential profits. IMO.

@violindog - RE RENX - Wow, 4 x overnight.

But yes, thanks for highlighting, it does shows what can happen. It's not a big leap to think there is multiple parties interested in Scancell. We know at the very least there is a fight for exclusivity for the MABS side of things.

Very intersting RNS, worth a read:

"Approach from Possible Strategic Acquiror"

https://www.lse.co.uk/rns/RENX/approach-from-possible-strategic-acquiror-6edye9g5a24284c.html

Interestingly...Scancell also use Stifel as their joint broker:

https://www.scancell.co.uk/advisors

Wouldn't say no to 4x fold increase overnight here too!

Ah thanks @TF, it was Balerno's Post at 09:05, I'm not sure how didnt see it when I was looking for it.

@Balerno - very good points in your 09:05.

Interesting that this event/presentation gets an RNS whereas most don't?

And someone on here(?) I think mentioned this is the first mention of the commercial enquiries email address? I could have sworn there was a(nother) post that the event could be used to throw the cat amongst the pigeons (for potential suitors) so to speak in addition to this from Miavoce:

"Miavoce:

04/3/2024

09:08 miavoce: I wonder if this signals an intention to licence this TCR rather than wait for funds to develop in-house ?"

... almost at the same time, any ideas? Bed and ISA perhaps?

A firmly tongue in cheek comment TF... hence the smiley 😊

Actually looking at my post history seems like it was posted on the 14th Feb, so only 12 days to fill the role? Seems short IMO?

Sath must need urgent help.

:)

... noticed that the closing date is today, not sure about exact dates but approx dates from posting of the position to final submission was 2.5/3 weeks, I think. Is that especially long? Asking the accountant types if there are any here?

https://www.scancell.co.uk/financial-controller

Whereas the researcher role was both posted before the financial controller and a longer closer date window. More difficult to recruit in this area I guess?

https://www.scancell.co.uk/senior-clinical-research-associate

Thanks bojo2020, I have no issue with those debating Scancell's potential rivals, it's important to understand what else is going on in the sphere, but I find it odd if someone new appears on a forum and their first point is about a rival bio/rival tech, and then to at the same time immediately knock Scancell.

N.b. seems to be more on the other forum than here.

Desouzza, I probably didn't make it clear, as you say you're invested here so no ulterior motive from you IMO, it was the other posters mentioning competition that suddenly appeared that had me wondering. But your post was that reminded me of this

Whilst Desouzza says they are in a investor in Scancell, I do find it very interesting that of late on both this forum and the other one, we are getting newbie posters talking solely about potential competitors to Scancell products. I.e. their first post (and then subsequent only posts).

There was someone on the other forum trying to display the virtues of Ultimovacs over Scancell/SCIB1, but then a regular poster somewhat corrected them and that SCIB1's results were(?) in fact better (although trial size was different I believe, feel free to correct me on this though).

It seems IMO that investors(?) in the likes of Ultimovacs are noticing Scancell and feel the need to knock them. They seem worried IMO.

So is Prof. Durrant finally(?) deciding to highlight the limitations of the personalised approach and push the advantages in the approach Scancell is taking.

Interesting...and perhaps timely?

Posting because it was showing as an updated page (reviewed 14th February) in the last 24 hours, but also because "....and SCIB1+?"

Is that new?

https://clinicaltrials.gov/study/NCT04079166

Https://www.cancerresearchuk.org/about-cancer/find-a-clinical-trial/a-trial-SCIB1-pembrolizumab-advanced-melanoma

Well said TF. And good point RE:

"...It's good that Sath will now oversee the day to day financial work rather than doing it himself. Some useful resource has been freed up.

As Balerno observes, 'Wheelers and dealers usually aren’t anoraks' and there may be much else for Sath to get involved in . . . . . ."

Post like this help put the pieces together, not always obvious to me.

Whilst it's quiet, this is interesting IMO regarding the new juggernaut that is Nvidia, and has some relevance perhaps:

https://www.fool.com/investing/2023/12/19/nvidia-is-investing-in-biotech-heres-what-it-means/

https://www.bloomberg.com/news/articles/2024-02-14/nvidia-reports-stakes-in-arm-soundhound-and-biotech-company

https://www.insideprecisionmedicine.com/topics/informatics/the-art-of-ai-in-drug-discovery/

https://www.pharmaceutical-technology.com/news/bms-signs-674m-genai-drug-discovery-deal-with-vantai/

Isn't there some link with Scancell and Genentech? Forget what it is.

Forgot to ask about this.

What does this say for Scancells prospects on listing on the NY exchange then?

Https://www.scancell.co.uk/financial-controller

Seems they need even more hands on deck.

Where is that from Dragon101?