Cancer vaccine data due soon; Glymab developments too
Trinity Delta view: Upcoming data for Scancell’s highly promising “off the shelf” cancer vaccines (SCIB1/iSCIB1+ and Modi-1) will be key to determine future development plans and better assess the commercial opportunities. First up will likely be SCOPE data, where the key outcome will be selection of the optimal candidate (SCIB1 or iSCIB1+) to take into a potentially pivotal Phase II/III trial. Prior SCIB1 data suggest a commercially relevant and clinically meaningful improvement can be achieved, with the potential for next-generation iSCIB1+ to target the whole melanoma patient population (SCIB1 is limited to c 40% of patients). Meanwhile, early data from the RCC cohort of the ModiFY study should provide valuable insights into Modi-1’s potential benefit when coupled with double CPI therapy. We note with interest the formation of GlyMab Therapeutics, a natural evolution for Scancell, which will allow focus, resources, and investor attention to be appropriately directed to these distinct and unique platforms. Our last published Scancell rNPV valuation is £330m, or 32p/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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