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'My fear is that we are very much in the slow lane and considered 'hobbyists'.
I agree with TF, I'd go a step further and say that's actually insulting to those brave patients who have put their lives and wellbeing on the line to be part of the program. A little respect for those with a lot more at stake than an investment wouldn't go a miss.
Sclp are without doubt a very small outfit compared to ANY large pharma.. and... in their eyes..yes.. we are in the slow lane as we just don't have either the vast funds they have, the ability to tap large funds nor the political influences that they have.
We have suffered dilution for funding ...but Sclp are powering ahead and the most important aspect is we have protected our IP with patents.
A large pharma may be looking at us in their rear view mirror as they race along in the fast lane...but if they stop to let us on the bus....they will have to pay Sclp a hefty sum .
I would attest that, scientifically, we are in the fast lane.
Lindy has always been convinced that DNA vaccines have advantages over mRNA vaccines. The next set of results may add to that conviction.
Moditope is still at the start of its journey trial-wise. Watch this space for years to come! This is a program of trials that could extend many years.
Avidimab has great potential for CAR-T, bi-specific antibodies and ADCs.
Glymabs have attracted one deal and we seem to at the forefront of targeting glycans. Lindy did say that BMS are Scancell's only known credible competitor in this area, and that she thinks Scancell's offering is superior. I would guess that Avidimab has a lot to do with that statement.
All IMHO of course, and there may be others who disagree.
Ray,
The science may well be "superior" to other company's. But you as often happens here you are focused on a single factor in typical "it's all about the science" mentality.
Well it's not, there are many other factors - having the funds to complete trials to a level big pharma will be prepared to invest, doing commercial deals, gaining regulatory approval, once approved selling the drugs, negotiating a good price or royalty.
The science alone won't get you into the fast lane any more than you'd get in formula one by putting the best engine on a chassis made of soap boxes and pram wheels.
Ruck. You seem to (1) have gone so negative and (2) are indulging in hyper-posting on both sides, (to add to your 'wave rider' skills). Why?
That's the most negative I've ever seen you post - sheer mischief. IMHO
Your F1 analogy is totally unrepresentative of any aspect of Scancell. I can't understand why you are still here?
It's you that's the soap box on pram wheels . . . . .
Ruck's level of optimism has always been directly proportional to the SP.
TF, maybe you should ask someone over at SNG what happens when people only focus superficially on the science and then shoo away other holders who may not be as bullish as themselves. I think I've seen BOJO actually at that board, years ago. Perhaps he can tell you.
It is people who don't understand that investors have every right to question whatever they see fit who are irrational imho.
Plenty of drivel here about slow lane hobbyists.
Just the sort of company Redmile always look for when they have £50mn spare….. 🙄
That was years ago. Surely you don't think that's what they expected when they invested or that SC is treating them the same way it does us fools (retail investors)?
The funny thing is, you seem happy about that, so I have to ask, are you really invested here? Or are your motives different that what you try to project (you see that silly game that you like works both ways)?
TF,
"Ruck. You seem to (1) have gone so negative "
Not true, please don't confuse realism with negativity. After all, we have had great results and a 90% probability of hitting the 70% ORR target. In the absence of any supporting method I have confirmed that this is quite possible. So I'm confident we will (91% confident to be precise!) After all, stats and probability is my day job :)
"Your F1 analogy is totally unrepresentative of any aspect of Scancell. I can't understand why you are still here? "
I wasn't saying that is the case with Scancell I was merely using an analogy to make the point that "the science" (engine) is NOT the be all and end all.
Apologies if it came across differently.
Ray,
"Ruck's level of optimism has always been directly proportional to the SP."
Good spot, but that's true of most of us isn't it?
As an investor obviously I want Scancell to do well, that goes without saying.
This upcoming Proactive Investor ’One to One’ presentation, I cannot reason why our CEO would be engaging in such an event if it turns out that new information or data is not announced prior to the day.
Without the ‘new’ bit what would make it important enough to deflect attention away from the important stuff coming very soon.
Who would it be aimed at and why ? These things are usually to attract new investors or publicise the company and its tech.
Unless there is something ‘new’ to shout about I just can’t fathom the motivation.
If it is old data being present ( which I hope is isn’t ) then alarm bells will be ringing in my head. I’m never usually this doubtful as I trust that all the dots are lining up, but I will be concerned if it’s another luke warm re-hash of what we already know.
Question - if the proactive one2one is at 1800, does that mean any news if announced would be announced earlier that day, or technically could they wait till the following morning given markets are closed at the time of the presentation?
Technically, they could announce next morning, but let's not get out hopes up.
There won't necessarily be more data. The proactive events may be timetabled in advance, and/or the intent of this one could be a simple "everything is on track" message to investors.
Hi Burble (or others). What date is the Proactive one-to-one please?
Ciaskin,
29th May (next Wednesday)
https://www.proactiveinvestors.co.uk/register/event_details/444
Looks like a busy time for presentations :
Go Sath !
Scancell to present at the Sachs 10th Annual Oncology Innovation Forum
Scancell Holdings plc (AIM: SCLP), the developer of novel immunotherapies for the treatment of cancer and infectious disease, is pleased to announce that its Chief Financial Officer, Sath Nirmalananthan, will be presenting, and taking part in a panel discussion, at the Sachs 10th Annual Oncology Innovation Forum taking place on the 31st May 2024, at the beginning of the ASCO meeting.
Sath will be participating in the "Advanced Immunotherapies Panel: Cell Therapies & Cancer Vaccines", alongside other companies including AstraZeneca, BTIG and Lumanity. The panel will discuss the current and future role of cell therapies and cancer vaccines and take place from 11:40am - 12:30pm CDT.
Sath has also been invited to give a company presentation, taking place from 1:20pm - 1:40pm CDT at Track B, Sinclair Ballroom, where he will discuss the ongoing Phase 2 SCOPE trial, investigating its cancer vaccine, SCIB1, in combination with checkpoint inhibitors (CPIs) in advanced melanoma and early data from the ongoing Phase 1/2 ModiFY trial with patients receiving Modi-1 as a monotherapy in a range of hard-to-treat solid tumours, which has shown good T cell responses, safety and tolerability.
Sath Nirmalananthan, Chief Financial Officer and Director of Scancell, said: "I am pleased to be invited to participate in both the panel discussion and to present details from our ongoing Phase 2 SCOPE trial and MofiFy study at this esteemed Forum. The program is focused on the latest innovation in IO targets and modalities, and I am also looking forward to highlighting the potential of our proprietary antibody technology platform and our innovative cancer vaccines, and to showcase the great work Scancell is making in this field."
Proactive Investors headline for the event,
‘ Leading Companies Pitching ‘
Do Scancell have any urgency to ‘Pitch’ for new investment? I would argue that they don’t at this present time if they know the data is building towards ‘a very positive RNS in Q3’.
Even if it’s a pre-agreed event from 6 months ago surely it can only be a distraction from the main focus, if there are no new details to show off.
I’ve patiently waited for the company to get into clinical trials and then follow the progress all the way to the important data reveal. What I and my investment need is a focus on the delivery of that data.
After the ‘ clinical update on Modi1 ’ non event at the AACR in the USA this year, I am concerned that this Presentation does not fit with the intention stated by Scancell that both trials will report sometime in Q3 or Q4.
I would like to be proved totally wrong, but …..
Chester,
Paradoxically, I think the BETTER the data, the MORE likely they will want additional funding. The further down the line they get, the bigger slice of the cake they will retain.
Personally, FWIW (and some say nothing!) I have allowed for another billion shares to be issued. At todays price that's only £100m so not a lot of money in this context.
Https://www.astrazeneca.com/media-centre/press-releases/2024/astrazeneca-to-deliver-80bn-revenue-by-2030.html
“AstraZeneca sets ambition to deliver $80 billion Total Revenue by 2030 and sustained growth post 2030
Investing in disruptive innovation that will shape the future of medicine and
drive long-term growth”
Sath will be participating in the "Advanced Immunotherapies Panel: Cell Therapies & Cancer Vaccines", alongside other companies including AstraZeneca, BTIG and Lumanity. The panel will discuss the current and future role of cell therapies and cancer vaccines and take place from 11:40am - 12:30pm CDT.
Thanks Burble - much appreciated!