Trinity Delta Lighthouse: Scancell
Trinity Delta view: ImmunoBody is the most clinically advanced of Scancell’s three technology platforms. ImmunoBody vaccines have an elegant design that targets dendritic cells. They achieve efficient direct and cross-presentation of specific epitopes (peptide sequences from proteins), and a consistently strong anti-tumour immune response. Promising activity was seen in a SCIB1 monotherapy Phase I/II melanoma study, but the real potential, in our view, is in combination with checkpoint inhibitors. The FDA’s green light for the US arm of the Phase II study is a welcome step forward and allows management to re-build momentum.We maintain our valuation of £82.0m, equivalent to 17.2p a share. There are various likely catalysts over the coming year; including further AvidiMab collaborations, the SCIB1 UK trial being underway, and news flow on the timings of the first SCIB2 and Moditope clinical studies.
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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