Trinity Delta Lighthouse: Scancell
Trinity Delta view: Scancell’s H126 results and recent data read outs showcase the progress achieved. The quality and duration of responses seen in the SCOPE study provide reassurance that iSCIB1+ could shift the standard of care in advanced melanoma if replicated in the registrational trial. Inevitably investor attention is now focused on the likely funding mechanism for the trial, with partnership expected to be one of the principal avenues under consideration. However, we would argue the strength of data and cost of the proposed Phase III study is such that in-house development should remain a primary consideration. Our rNPV valuation is £382m, or 37p/share, with further upside potential as funding is secured for iSCIB1+ progress and the expected news flow from both the Moditope platform (Phase I/II ModiFY data from the RCC and SSCHN cohorts) and the GlyMab portfolio (including updates from partner Genmab).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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