Trinity Delta LIghthouse: Scancell
Trinity Delta view: Key upcoming SCIB1 data in advanced melanoma are largely de-risked given prior results, in our view, and Scancell is already preparing for future SCIB1/iSCIB1+ development, pending full SCOPE data, including from iSCIB1+ in H125. A potentially pivotal adaptive Phase II/III trial is being planned and critical elements to ensure rapid progression are being addressed. We believe this indicates confidence in the outcome of the ongoing SCOPE trial, appropriate in our view given prior data. Importantly, the current cash runway extends to Q325, beyond these SCIB1/iSCIB1+ milestones and Modi-1 data in H125; this could be extended through licensing activity. Our Scancell rNPV based valuation is £304m, or 33p/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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