Report
Franc Gregori ...
  • Lala Gregorek

Trinity Delta Lighthouse: Scancell

Trinity Delta view: The COVIDITY vaccine programme is only one facet of Scancell’s investment case but represents a high-profile demonstration of its technological expertise. If data read out in 2022 corroborates the thesis that COVIDITY’s dual mechanism of action confers a protective effect against any SARS-CoV-2 variants (including Delta) and other emergent SARS-CoV viruses, it would confirm a differentiated scientific and competitive profile.

Scancell’s three technology platforms (ImmunoBody, Moditope, and AvidiMab) underpin a therapeutic pipeline directed towards several solid tumour types, either as monotherapies or in combinations. Its solid balance sheet and expanding infrastructure mean that Scancell is well positioned to progress its most commercially promising assets into and through clinical development. Successful execution has the potential to generate substantial long-term value. However, with a change in management and in line with our policy, we suspend our forecasts and valuation with the intention of reinstating these pending an update on any changes to strategic priorities and/or timelines.
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.

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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.

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Analysts
Franc Gregori

Lala Gregorek

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