Member Info for WeTookPelham

RR, funny how you never called out crackin the numerous times he was de-ramping without any analysis?

Relatively speaking, some serious volume today?

RW you old ramper you!

Https://www.linkedin.com/posts/amici-procurement-solutions_biotechprocurement-lifescienceprocurement-activity-7095682785163534336-7nAE?trk=public_profile_like_view

Interesting post, if only for the fact that Scancell now have 60+ staff?

Has LD's status at the conference changed then or has it been updated to reflect her actual reason for attendance as the conference gets closer?

Ruck...the perfect trader. You should write a book.

Plus today's RNS slowly sinking in perhaps?

Https://isogenica.com/isogenica-announces-multimillion-pound-agreement-with-recently-nasdaq-listed-biontech-se/

Key point IMO "...I am looking forward to joining the team to realise the commercial potential of these therapies for the benefit of patients."

Emphasis on the "realise".

Also yes, an RNS not written in the usual dour, dry manner somewhat.

Purely IMO, the team ramp bias in me makes me think that more than anything else, they need someone to help finalise putting pen to paper for the various approaches they have.

Is there an RNS?

You sound lonely AB.

06/9/2023

10:10 markingtime: "Remember, re Modi-1, the 10th July announcement said that the cohort expansion from 3 to 21 was subject to a safety committee review scheduled for August - but in fact they accelerated this approval into July and announced it three weeks later.Why the rush to accelerate?I'm not complaining at all - it seems an extremely positive move to me......"

We agree to disagree crumbs, but that's what forums are about.

But I think we should clarify the semantics of "commercial", by commercial I am thinking, rightly or wrongly, a commercial deal/partnership from a big bio to take Modi further. I am not saying Modi will be sold to the NHS for example anytime soon. Was that that you were implying crumbs?

Why do pre-clinal drugs/bios get so many deals? Potential? Promise? Are we saying Modi has no promise? If so I would disagree.

Scancell were never likely to take Modi forward I their own, it always needed external parties/partners. As does most if not all of the portfolio.

Hopefully we can assume this is what is being worked on in the background and might explain the lack of director buys (closed period).

IMO, despite the small trial size I would argue that rapid initial 50% tumor reduction would certainly interest big pharma one way or another. We have seen small bios with far less results, and much earlier on the testing cycle get "commercial" deals. So I have no idea where you are coming from personally crumbs ...well I do have an idea, but I'm happy to give the benefit of the doubt for now anyway.

Whilst a slightly different sector/beast, I thought this was interesting, especially as you don't hear about American big bios buying out UK based bios too often.

https://www.cambridgeindependent.co.uk/business/abcam-sold-to-us-based-danaher-after-boardroom-battle-ended-9327858/

Full article:

https://www.trinitydelta.org/research-notes/upcoming-scib1-data-could-provide-first-proof-of-concept/

Not sure why link is censored but just do a search of the title.

https://*********************/companies/uk/biotechnology/scancell-holdings-plc/research/trinity-delta/scancell-upcoming-scib1-data-could-provide-first-proof-of-concept/33_f02e400d-55da-44dc-8e95-6f6028328144

I too now am wondering if Covidity, like SCib1+, is another Phoenix rising from the ashes, another dark horse if you will. The timing of the Texas Biomedical centre tweets/news is at the very least intriguing.