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Morning cleaner/all ..
I did see your message yesterday. It’s hard to imagine that big pharma / biotech are unaware of Lindy and her teams’ work .. but I’m not one to speculate on the future .. I’m resigned to just wait and see what happens.. I’ve taken my position and now promised myself that if I get an opportunity to average down I will but if not I’m happy either way.
With such a broad portfolio of science .. someone will be interested at some point .. when? I don’t know but the more ‘proof’ the higher the value !
And although todays news is a relief .. it isn’t the ‘next news’ I was waiting for ! Lol ..
Take care all ..
It’s always intrigued me how the aim market values companies .. is it really just on a whim of a few buyers and sellers at any one time.
The real world valuations however have to be different.?
There is no way in the real world that the company ‘scancell’ was worth c£80m more around three weeks ago when it issued such positive news?
Where have all those sells gone?
Aim is not a real world ‘valuation’ .. only my opinion as ever ..
Take care all ..
Hi cleaner .. wasn’t Lindy’s expression .. ‘if you liked Scib1 .. you’re going to love iscib1+’
Might be wrong as haven’t checked ?
The huge advantage of scancells technology is none of it needs direct access to tumour.
Wherever the target tumour is .. it’s always just a delivery to the arm or leg!!
The following on of a cascade of immune events allows highly specific t-cells to recognise and ‘hone-in’ on the tumour without the need for direct access .. and kill it.
(That’s the theory in play now anyway).
Looking forward to the next news ..
Take care all..
Recently we have seen regular sizeable sells assumed to be ichor ‘off loading’ … yet, no matching buys or a even a volume of smaller buys to take account of these ‘trades’ ? Where have they ‘gone’ !?
Take care all !
Moditope’s primary objective is to turn a cold tumour ‘hot’ causing inflammation … it would take more than a few weeks to determine what is tumour distruction amongst this inflammation ?
Nobody has done before what scancell is doing … so we’ll all have to wait I guess .. in the meantime the AIM market does it’s thing lol ..
Take care all ..
It’s only natural for their to be a lot of speculation re scancells trials at the moment ..
I think the safety aspect of the update is of utmost importance initially. We will know more soon ..
However, as far as tumour response to immunotherapy goes, you don’t always see shrinkage as the first indication that it’s working ..
Look up pseudoprogression .. it’s interesting that there is still so much to learn about the tumour micro environment (TME) ..
Looking forward to the next news ..
Take care all ..
In my opinion .. the more moditope looks to help immune checkpoint inhibition as well as has positive benefit on its own the more valuable it may be.
From the link I posted ..
“ Given the importance of T-cell infiltration, understanding the mechanisms of T-cell homing to the tumor is necessary. To improve the clinical benefit of immunotherapy, ICIs may be combined with strategies that convert “cold tumors” to “hot tumors”, which may make these tumors more sensitive to ICI therapy.”
It’s a very exciting time at scancell ..
Take care all ..
The process of turning cold tumours ‘hot’ does not happen overnight.
I think the 8 week ‘results’ are just the beginning .. what’s important with these early results is the safety .. when ‘directing’ the immune system, any ‘mistakes’ in programming will very quickly been seen. We have not seen any ‘mistakes’ yet .?
Came across this research which is worth a scan ..
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC8039952/
Take care all ..
I think from day one since my first purchase I’ve always been mindful that scancell is worth somewhere between 0 and an awful lot !
The data scancell has produced in the past and is producing right now makes it less likely to be the former … but how close to ‘an awful lot’ nobody knows yet, certainly not the aim market !
Todays price is todays price .. tomorrows ? Who knows .. but it’s certainly been an interesting story to follow so far with its ups and downs .. as I said yesterday , still an exciting tiny biotech to ‘keep an eye on’ for anyone!
Take care all ..
Are the t-cells doing anything …
At 8 weeks .. one patient has a good visible response and 7 patients have stable disease … is all this really just happening by chance in patients that all had progressive late stage cancers prior to modi1 .
Like with the Scib1 phase 1/2 trial .. the numbers can’t all be ‘an accident’ .. can they??
Take care all ..
I’m happy that scancell have linked DTH to early T-cell response .. And as there are no off target ‘side effects’ reported to date.
I’m not sure I can add any more to what’s been discussed already .. other than to say .. I’m on the edge of my seat for further updates on modi1 .. it’s so nice to hear that some patients ‘appear’ to be benefiting already!?
Take care all ..
Hi Ivy.. you say ‘ DTH though very encouraging is not a true measure of a CMR’ ..
From what I have read is that nobody really seems to know ‘definitely’ one way or the other?
This is one area there still needs to be studies in .. however, I would say that if anyone is going to know, it’s world leading immunologist Lindy Durrant, and if she thinks it’s worth mentioning then I guess it must mean something relevant?
Thanks Berm for the update ! I try and keep my eye on these updates too but nice to have other eyes on progress too!
Take care all ..