Scancell Holdings (SCLP) Investor update summary

Key takeaways and strategic focus

• Lead immunotherapy products show strong clinical benefit and significant market potential, especially in melanoma, with multiple value inflection points expected through 2025 and beyond.

• Strategic partnerships, notably with the NHS Cancer Vaccine Launch Pad, are accelerating patient recruitment and clinical development, enhancing shareholder value and company profile.

• The SCOPE study is evaluating both first- and second-generation SCIB products in advanced melanoma, with four cohorts testing different combinations, delivery methods, and dosing schedules.

• Modi-1 vaccine is progressing in head and neck and renal cell carcinoma, with interim and full cohort data readouts expected in 2025.

• GlyMab antibody platform is validated through partnerships and in-house development, with SC134 targeting small cell lung cancer as a key focus.

Clinical progress and data highlights

• SCIB1 and iSCIB1+ have demonstrated strong safety and efficacy, with 70% of patients showing robust T-cell responses and high survival rates in advanced melanoma.

• SCOPE study has completed recruitment for key cohorts, with full data for cohorts 1 and 3 expected mid-year and initial cohort 4 data by year-end.

• Modi-1 in head and neck cancer achieved a 43% response rate at 25 weeks, outperforming standard of care; renal cell carcinoma interim data is expected mid-year.

• GlyMab antibodies SC129 and SC2811 are partnered with Genmab, while SC134 is advancing toward clinical development for small cell lung cancer.

Financial position and outlook

• Cash runway extends through H1 2026, with potential for further extension via milestone payments and discretionary spending.

• Multiple near-term data milestones and value inflection points are expected, diversifying development risk.

• Management is considering out-licensing, partnering, and further financing to maximize asset value and shareholder returns.