Disclosure: I own shares in one or more of the stocks mentioned. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.

Scancell – my 2015 share tip of the year update and company chat

By Nigel Somerville, The Deputy Sheriff of AIM

3 February 2015 09:43

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Having put forward Scancell plc (SCLP) as my first suggestion in the ShareProphets new year tipfest HERE I had a chat with joint CEO Dr Richard Goodfellow following a clinical trials update RNS HERE .

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Comments

nigel somerville

3 February 2015, 23:01

UPDATE:

Re treatments at stage 3, I’ve had it clarified that the issue is specifically with post-operative patients – currently patients are sent home awaiting tumour regrowth. The point here is that Scancell is hoping that SCIB 1 could be seen in the fullness of time as a standard treatment after surgery so as to stave off regrowth. That is where the 360,000 US patients are relevant: if 45% of them are suitable for SCIB 1 treatment that is a big market, and Scancell looks to have the only horse in town.

There is treatment for patients at stages III and IV where tumour regrowth has occurred, using checkpoint inhibitors. The cost of treatment there is in the region of $75-150k per year. Scancell is thinking in terms of SCIB 1 being available at a substantial discount to that price tag, but manufacturing costs do not look prohibitive. Potential for, perhaps, $2bn a year to drop to the bottom line?

The thinking is that this could be a multi-billion turnover operation. Hence the substantial potential value of just this one product. Pipe dream? Well, there is a fair way to go, but it doesn’t look ridiculous.
Boshie

29 May 2015, 14:04

Time for an update?

Scancell looking very good, ready to pop…