Scancell (SCLP) breakthrough in cancer vaccines
Posted: Tue Jan 07, 2014 9:28 pm
In a super-nutshell it's a pharmaceutical company that is developing 2 platforms for cancer vaccines. One is a immunotherapy type (the hottest stuff on the market right now) the other is an epitope tech (this is a newer technology and will very likely be even more valuable than the first one).
1. immunobody (SCIB1) is at the stage 1/2 of clinical trials and results have "exceeded highest expectations" (in the words of the BOD and they're not some crooked oilies). Licencing deals imminent.
2. epitope tech (Moditope) as pre clinical but results on animals were described as something they've never seen before. Patent to come out in Feb and licencing deals on that to follow shortly after.
I know that some people may be a bit reluctant to invest in a biotech company, as most of us don't understand this market but I've researched this company without any experience in this sector, and although I admit some of the technical stuff can be a bit much for most, it's not that difficult to understand where the company is going based on competition (I will give examples further down). They have openly admitted that there is serious interest from big pharma's, and deals are expected to be done before the T/O (as per BOD). I won't even mention the "feeling" I had about it all after talking to and seeing the BOD, invested ii's, press etc.
They were planing to sell the company after phase 2 results but since they have "accidentally" discovered Moditope they are now planning to maximise the value before selling. Fully funded till 2016.
This IMO *IS* what so many shares should have been. BOD has an unquestionable experience/ expertise and their CV's (all easy to verify) speak for themselves. I expect this to be a 10-20 bagger (possibly more - some people working in the sector expect 40 bags minimum on T/O but I'm sticking to my conservative figures for now to avoid disappointment) I am currently planning to be in till T/O. " bites at the cherry but the access to their tech alone is worth more than the current mcap.
see below a quick run-down of what they have in layman's terms that I posted on one of the private forums
SCIB1:
First product being developed under the Immunobody "umbrella" based on Immunotherapy (the one we're awaiting results for) is a DNA vaccine platform that is designed to treat cancer. Instead of inject patients with toxic chemicals it is designed to get your own immune system to destroy cancer cells. Human immune system is designed to deal with cancer although cancerous cells often develop a "masking" shield that makes them invisible to the immune system. Scancell's vaccine "programs" your own immune system to be able to recognize the cancer again, enabling it to see and destroy the fu*ker.
proper explanation here:
immunobody vaccines - http://www.scancell.co.uk/Apps/Content/HTML/?id=2
SCIB1 - http://www.scancell.co.uk/Apps/Content/html/?fid=5
Moditope:
Moditope although invented by Scancell and to be used by Scancell in its own vaccines are essentially vaccine components intended to be used predominantly by other companies and government agencies that produce vaccines. Moditope covers the whole range of cancers and viral pathogens and is intended to replace eventually all the natural epitopes that are used in vaccines today. Vaccine developers around the world will wish to replace their current epitopes, which generate the less power CD8 Killer T Cell, with Moditope epitopes which generate the uniquely powerful CD4 Killer T Cells.
Moditope represents the only convenient source of the most potent type of Killer T Cell in existence, which also has the additional quality of being unaffected by immune suppression, making checkpoint inhibitors redundant when using Moditope
proper explanation here:
http://www.scancell.co.uk/Apps/Content/HTML/?id=300
Broker note: (bear in mind that's quite old and pre phase 2 results)
Cenkos
http://currency.euroinvestor.co.uk/comm ... .aspx?iid= 2467508&threadid=260538&mode=2
and that's without moditope
Scancell’s current MCAP is around £70m.
Inovio - MCAP over $0.5billion - the licencing deal with a major was done BEFORE they even tested on humans!!! Scancell already released results for phase 1/2 trials in humans with results that could not have been better!
http://www.fool.com/investing/general/2 ... watch.aspx
Closest to SCLP are probably Celldex and Dandreon so lets see how they're doing:
Celldex - at phase 3 which is the next step for SCLP they have a MCAP of $2b (that would be about £5.50 for SCLP) and they peaked at $3.4b (that's around (£9.50 for SCLP)
http://wallstcheatsheet.com/stocks/onco ... ?a=viewall
Dandreon - after FDA approval which would be the following step for SCLP (if no T/O) they peaked at $9b! that's about £25 per share for SCLP!!!
(bare in mind their vaccine costs a fortune at $100k per treatment and they have to extract white blood cells out of your body, modify them and reintroduce them back whereas Scancell's SCIB1 is cheap, not personalized and is applied like an injection)
http://medcitynews.com/2013/12/cancer-immunotherapies/
and a few more examples - They are not all at the same stage of course – it’s just to give an idea of what we could be looking at with a successful outcome.:
CRO SillaJen buys Jennerex for $150 million
and that’s with a FAILED vaccine!!! (their phase 2 results failed whereas Scancell's "exceeded highest expectations" so gives you a good idea where SCLP could be if something went wrong – and remember we’ve got moditope too)
http://www.fiercebiotech.com/story/kore ... 2013-11-27
Immatics signs a deal with Roche worth ~$1 billion so they can cooperate on similar
immunotherapy vaccines
http://www.prnewswire.com/news-releases ... 98831.html
Amgen buys Onyx for $10.4 billion
http://www.bloomberg.com/news/2013-08-2 ... kness.html
Bayer bids for Algeta for ~$2.4 billion (they previously got a deal worth $800 million with
Bayer to give them access to their cancer drug)
http://www.reuters.com/article/2013/11/ ... 6220131126
(Whilst also also AstraZeneca buys Amplimmune and Spirogen for up to $940 million and
Japan's Otsuka buys Astex Pharmaceuticals for $886 million)
Mannkind - MCAP $1.79b - also less advanced in the immunotherapy field
also a T/O target (google it)
Astra Zeneca buys Amplimmune’s for ~$500 million
http://www.astrazeneca.com/Media/Press- ... er-therapy
J&J buys Aragon Pharmaceuticals ~$1.5 billion
http://www.investor.jnj.com/releasedeta ... eID=771753
Have a look mate I seriously think this is THE one
1. immunobody (SCIB1) is at the stage 1/2 of clinical trials and results have "exceeded highest expectations" (in the words of the BOD and they're not some crooked oilies). Licencing deals imminent.
2. epitope tech (Moditope) as pre clinical but results on animals were described as something they've never seen before. Patent to come out in Feb and licencing deals on that to follow shortly after.
I know that some people may be a bit reluctant to invest in a biotech company, as most of us don't understand this market but I've researched this company without any experience in this sector, and although I admit some of the technical stuff can be a bit much for most, it's not that difficult to understand where the company is going based on competition (I will give examples further down). They have openly admitted that there is serious interest from big pharma's, and deals are expected to be done before the T/O (as per BOD). I won't even mention the "feeling" I had about it all after talking to and seeing the BOD, invested ii's, press etc.
They were planing to sell the company after phase 2 results but since they have "accidentally" discovered Moditope they are now planning to maximise the value before selling. Fully funded till 2016.
This IMO *IS* what so many shares should have been. BOD has an unquestionable experience/ expertise and their CV's (all easy to verify) speak for themselves. I expect this to be a 10-20 bagger (possibly more - some people working in the sector expect 40 bags minimum on T/O but I'm sticking to my conservative figures for now to avoid disappointment) I am currently planning to be in till T/O. " bites at the cherry but the access to their tech alone is worth more than the current mcap.
see below a quick run-down of what they have in layman's terms that I posted on one of the private forums
SCIB1:
First product being developed under the Immunobody "umbrella" based on Immunotherapy (the one we're awaiting results for) is a DNA vaccine platform that is designed to treat cancer. Instead of inject patients with toxic chemicals it is designed to get your own immune system to destroy cancer cells. Human immune system is designed to deal with cancer although cancerous cells often develop a "masking" shield that makes them invisible to the immune system. Scancell's vaccine "programs" your own immune system to be able to recognize the cancer again, enabling it to see and destroy the fu*ker.
proper explanation here:
immunobody vaccines - http://www.scancell.co.uk/Apps/Content/HTML/?id=2
SCIB1 - http://www.scancell.co.uk/Apps/Content/html/?fid=5
Moditope:
Moditope although invented by Scancell and to be used by Scancell in its own vaccines are essentially vaccine components intended to be used predominantly by other companies and government agencies that produce vaccines. Moditope covers the whole range of cancers and viral pathogens and is intended to replace eventually all the natural epitopes that are used in vaccines today. Vaccine developers around the world will wish to replace their current epitopes, which generate the less power CD8 Killer T Cell, with Moditope epitopes which generate the uniquely powerful CD4 Killer T Cells.
Moditope represents the only convenient source of the most potent type of Killer T Cell in existence, which also has the additional quality of being unaffected by immune suppression, making checkpoint inhibitors redundant when using Moditope
proper explanation here:
http://www.scancell.co.uk/Apps/Content/HTML/?id=300
Broker note: (bear in mind that's quite old and pre phase 2 results)
Cenkos
http://currency.euroinvestor.co.uk/comm ... .aspx?iid= 2467508&threadid=260538&mode=2
and that's without moditope
Scancell’s current MCAP is around £70m.
Inovio - MCAP over $0.5billion - the licencing deal with a major was done BEFORE they even tested on humans!!! Scancell already released results for phase 1/2 trials in humans with results that could not have been better!
http://www.fool.com/investing/general/2 ... watch.aspx
Closest to SCLP are probably Celldex and Dandreon so lets see how they're doing:
Celldex - at phase 3 which is the next step for SCLP they have a MCAP of $2b (that would be about £5.50 for SCLP) and they peaked at $3.4b (that's around (£9.50 for SCLP)
http://wallstcheatsheet.com/stocks/onco ... ?a=viewall
Dandreon - after FDA approval which would be the following step for SCLP (if no T/O) they peaked at $9b! that's about £25 per share for SCLP!!!
(bare in mind their vaccine costs a fortune at $100k per treatment and they have to extract white blood cells out of your body, modify them and reintroduce them back whereas Scancell's SCIB1 is cheap, not personalized and is applied like an injection)
http://medcitynews.com/2013/12/cancer-immunotherapies/
and a few more examples - They are not all at the same stage of course – it’s just to give an idea of what we could be looking at with a successful outcome.:
CRO SillaJen buys Jennerex for $150 million
and that’s with a FAILED vaccine!!! (their phase 2 results failed whereas Scancell's "exceeded highest expectations" so gives you a good idea where SCLP could be if something went wrong – and remember we’ve got moditope too)
http://www.fiercebiotech.com/story/kore ... 2013-11-27
Immatics signs a deal with Roche worth ~$1 billion so they can cooperate on similar
immunotherapy vaccines
http://www.prnewswire.com/news-releases ... 98831.html
Amgen buys Onyx for $10.4 billion
http://www.bloomberg.com/news/2013-08-2 ... kness.html
Bayer bids for Algeta for ~$2.4 billion (they previously got a deal worth $800 million with
Bayer to give them access to their cancer drug)
http://www.reuters.com/article/2013/11/ ... 6220131126
(Whilst also also AstraZeneca buys Amplimmune and Spirogen for up to $940 million and
Japan's Otsuka buys Astex Pharmaceuticals for $886 million)
Mannkind - MCAP $1.79b - also less advanced in the immunotherapy field
also a T/O target (google it)
Astra Zeneca buys Amplimmune’s for ~$500 million
http://www.astrazeneca.com/Media/Press- ... er-therapy
J&J buys Aragon Pharmaceuticals ~$1.5 billion
http://www.investor.jnj.com/releasedeta ... eID=771753
Have a look mate I seriously think this is THE one