Report
Franc Gregori ...
  • Lala Gregorek
  • Philippa Gardner

Trinity Delta LIghthouse: Scancell

Trinity Delta view: Scancell continues to advance plans to progress its highly promising ImmunoBody “off-the-shelf” DNA cancer vaccine. Selected candidate iSCIB1+ could offer meaningful benefits to a large, identifiable group of advanced melanoma patients. Critical path meetings with regulators are scheduled, and discussions are also ongoing with potential partners, in order to expeditiously initiate a potentially registrational trial in 2026. Further iSCIB1+ data are expected this year, in addition to data from second clinical candidate Modi-1, with upside potential from both. Scancell has the cash to deliver on these plans, with a runway to calendar Q326; this could be extended by potential business development transaction(s), which are being explored across the pipeline. Our Scancell rNPV based valuation is £373m, or 36p/share.
Underlying
Scancell Holdings

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.

Provider
Trinity Delta
Trinity Delta

We are experienced healthcare and life sciences analysts providing the highest quality service to companies in these sectors and to investors. We have expertise in the fields of the biotech, medtech , specialty pharma and consumer health sectors.

The old-fashioned values of the City enabled London to become a global financial centre, and we pride ourselves for our integrity and professionalism, where our word is our bond. This applies to our research, and all interactions with companies, the buyside and other partners.

We also firmly believe that by putting our clients first, we create long term value for all stakeholders.

Analysts
Franc Gregori

Lala Gregorek

Philippa Gardner

Other Reports on these Companies
Other Reports from Trinity Delta

ResearchPool Subscriptions

Get the most out of your insights

Get in touch