Scancell has a number of important clinical catalysts upcoming in 2024 for its lead cancer vaccines, which are the strategic focus. Readouts include further Phase II data for SCIB1 in advanced skin cancer, first clinical data with second-generation iSCIB1+, and key CPI combination data for Modi-1 in multiple solid tumours. Commercial prospects for these will likely be maximised through partnerships, and positive data could catalyse interest and discussions, in our view. In addition, Scancell’s a...
The Hardman & Co Healthcare Index (HHI) has been running since 2009. Its main function is to highlight the attractions of life sciences investments over the long term. For the second year running, apart from global economic influences affecting world markets, performance in 2023 was dented by the capital-intensive nature of the sector. The HHI fell 3.7%, to 483.8, underperforming the main London markets – FTSE 100 (+3.8%) and FTSE All-Share (3.8%) but outperforming the FTSE AIM All-Share Index (...
1st December 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment obje...
Trinity Delta view: Scancell’s successful upsized >£10m placing removes financial uncertainty and, assuming similar success in the Open Offer, means the cash runway now extends to late 2025. This covers the important clinical milestones for both SCIB1 and Modi-1 programmes and could be extended further through the partnering or out-licensing of selected programmes from the GlyMab and AvidiMab antibody platforms. As usual in such situations we suspend our valuation and forecasts, but for context ...
31st October 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment obje...
Trinity Delta view: Scancell’s cash runway extends to early 2025, covering important clinical milestones for both SCIB1 and Modi-1 programmes. The highly impressive initial SCOPE data effectively demonstrate the value of the SCIB vaccine in combination with CPIs, suggesting results from the second stage (due in H124) could be similarly positive. Early clinical data from the Modi-1 ModiFY study will also be available in 2024. Encouraging clinical outcomes would validate both the ImmunoBody and Mo...
Trinity Delta view: Although a small patient population, these highly impressive data from the SCOPE study effectively demonstrate the concept of using the SCIB vaccine in combination with CPIs. The strength of the results mean the second stage of the study, treating a further 27 patients (bringing the total to 43), has a 90% probability of success. In parallel, a new patient cohort will examine the same CPI doublet in combination with iSCIB1+, which offers broader patient applicability and grea...
Scancell has several key clinical data points due through to end-2024. First data will be from the Phase II trial of SCIB1 in combination with checkpoint inhibitors (CPIs) in advanced skin cancer. If successful the study will transition to the enhanced iSCIB1+ formulation that offers greater potency and broader applicability. If SCIB1 promising early data mature as hoped, then this programme could improve current outcomes. Top-line Modi-1 CPI combination data in multiple tumours are expected in ...
Scancell’s Modi-1 has successfully completed the monotherapy arm of the ModiFY Phase I/II trial, generating important results for the Moditope oncology vaccine platform. The first element of ModiFY showed Modi-1 was safe and well tolerated. There were encouraging, albeit early, signals of efficacy despite the advanced disease status of all patients. 23 patients have been treated to date, with 14 patients evaluated; of these 14, one has had a partial response and seven have stable disease. These ...
Scancell is a clinical stage immunology specialist. It has two promising oncology vaccine platforms, Moditope and ImmunoBody, and two antibody technologies, GlyMab (anti-glycans) and AvidiMab, with the potential to treat many solid cancers, either as monotherapy or in combination. Modi-1, the first Moditope programme, is progressing in a Phase I/II trial targeting hard-to-treat tumours with results due through 2023. The lead ImmunoBody programme, currently SCIB1, is in a Phase II study in metast...
13 February 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objec...
Trinity Delta view: The four technology platforms split neatly into therapeutic vaccines, ImmunoBody and Moditope, and antibodies, GlyMab (anti-glycan mAbs) and AvidiMab. Vaccines are the most advanced, with clinical efficacy data expected during the next 12 months for both lead Moditope and ImmunoBody programmes. The £46.1m raised in FY21 allowed management to finally progress these novel inter-related technology platforms properly, whilst the deal with Genmab should accelerate progress of the ...
Trinity Delta view: The deal with Genmab for a GlyMab antibody brings a well-regarded, highly experienced antibody expert as a partner. Importantly it is a strong external endorsement of Scancell’s in-house antibody capabilities. The total deal terms of up to $624m in potential milestones, plus royalties, could be material for Scancell if one or more products are developed and commercialised; Genmab has a proven track record of successful clinical development. The deal also reduces the developme...
Trinity Delta view: The first-in-human trial of Scancell’s Modi-1 vaccine is a key step that could provide important information on the safety and immunogenicity of this novel approach, with the latter providing valuable early indications of potential efficacy. Assuming a smooth roll-out to the other study centres and no recruitment issues, early safety and immunogenicity data should be available by H222, and early efficacy results during 2023. Scancell has four novel inter-related technology pl...
Scancell is an oncology-focussed clinical stage immunology specialist. It has two promising vaccine platforms, ImmunoBody and Moditope, and two antibody technologies, GlyMab (anti-glycans) and AvidiMab, with the potential to treat many solid cancers, either as monotherapy or in combination. Modi-1, the first Moditope programme, is expected to start Phase I/II trials targeting hard-to-treat tumours during H122. The lead ImmunoBody programme, SCIB1, is in a Phase II combination study in metastatic...
A director at Scancell Holdings sold 6,840,633 shares at 21p and the significance rating of the trade was 93/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
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 (ImmunoBod...
Trinity Delta view: Scancell is well funded to deliver on the undoubted potential of its three novel inter-related technology platforms: ImmunoBody, Moditope, and AvidiMab. Although the COVIDITY programme provides a high visibility showcase, we see a greater, longer-term, value in their applicability as treatments for many types of solid tumours. For example, ImmunoBody vaccines target dendritic cells and, importantly, stimulate both CD4 and CD8 T cells. These cancer vaccines can used as monothe...
Trinity Delta view: Scancell’s balance sheet was transformed during 2020, with the funds now in place to progress its three promising technology platforms. Management has ambitious plans to advance its leading programmes through the early clinical phases, and to develop the next wave of follow-on assets. Although the second generation COVIDITY vaccine is attracting the headlines, it is the potential of the ImmunoBody and Moditope oncology indications that underpin Scancell’s long term potential....
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