Trinity Delta LIghthouse: Scancell
Trinity Delta view: Scancell has the financial resources to progress its two highly promising oncology vaccine platforms (Moditope and ImmunoBody) to key clinical inflection points during 2025. Further data from the ongoing SCOPE trial (Cohort 1 data in mid-2025 and Cohort 3 data in H225), assuming the positive response rates seen in early read-outs is maintained, will help define the optimal vaccine form (SCIB1 or iSCIB1+) and the structure of the potentially pivotal Phase II/III trial. Meanwhile, early data due in H225 from the renal cell cancer cohort of the ModiFY study should provide valuable insights into Modi-1’s potential clinical utility when coupled with double CPI therapy. Additionally, with Genmab having effectively validated the value inherent in the GlyMab platform, we expect further licensing deals to be struck. Our current risk adjusted NPV valuation for Scancell is £330m, or 32p per share.Scancell Holdings is engaged in the discovery and development of novel vaccines for the treatment of cancer based on its proprietary immuno-oncology platforms, ImmunoBody®, and Moditope®. Co.'s ImmunoBody® consist of SCIB1 melanoma vaccine, and SCIB2 lung cancer vaccine. Co. has a collaboration partnership to evaluate the use of its SCIB2 to treat non-small cell lung cancer. Co.'s Moditope® technology is a vaccine platform that targets neo-epitopes to overcome immune suppression induced by tumour cells. Co.'s Moditope® product, Modi-1 consists of two citrullinated vimentin peptides and one citrullinated enolase peptide for the treatment of breast cancer, ovarian cancer and sarcoma.
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