Market's view on Scancell Holdings
Published on April 2024
- There is debate about the effectiveness and reliability of predictions related to the success of clinical trials and the impact of stock prices, with a particular focus on whether investor actions influence share prices or if it is predominantly traders.
- Concerns are raised around the correct understanding and representation of scientific data, specifically regarding the use of antibodies in cancer treatment and the accuracy of information shared in discussions.
- Discussions highlight the technical complexities of cancer treatments involving antibodies and T cells, referencing specific treatments like Opdivo and Yervoy and their mechanisms, like targeting HLA (Human Leukocyte Antigen) systems which are crucial in immune responses.
- Comparisons are made between different companies’ approaches to cancer treatment, with mentions of Moderna and Scancell’s methodologies in targeting cancer, discussing the potential advantages of Scancell’s approach in terms of broad application across tumour types without individualised antibody development.
- Stock watchers express frustrations over repeated posts and perceived misinformation, indicating a desire for clearer, more accurate communications.
- Explanations are provided on trial structures, control arms, vaccine arms, and the significance of achieving certain response rates in clinical trials, stressing how success metrics like ORR (Objective Response Rate), PFS (Progression-Free Survival) and OS (Overall Survival) are evaluated.
- There is a mention of potential crossover in trial arms as a definitive proof of vaccine efficacy if it works on checkpoint-failed patients.