Antisoma Share Discussion Threads

[the_doctor] 13/11/2007 16:45

Mark Lampert
Founder of BVF Partners L.P.

Mark Lampert is the founder of BVF Partners L.P., a San Francisco-based, private investment firm established in 1993. Mr. Lampert has engaged in ventures relating to the biotechnology industry since 1984. Most recently, Mr. Lampert was a Vice President at the investment banking firm Oppenheimer & Co. in New York , where he created novel biotechnology investment vehicles. Prior to joining Oppenheimer & Co., he founded Biotechnology Royalty Corp., which pooled biotechnology patent royalties owned by universities. From 1987 to 1990, Mr. Lampert headed business development for Cambridge NeuroScience, a public biotechnology company. From 1984 to 1986, Mr. Lampert served as Assistant to the President of the NutraSweet Company, a subsidiary of G.D. Searle & Co.. He started his career at the Boston Consulting Group. Mr. Lampert is a Director of Accumen, Inc., Biotica Technology, Ltd, CFD Therapeutics, and Mendel Biotechnology. He holds an AB Degree in chemistry from Harvard College and an MBA Degree from Harvard Business School.

[the_doctor] 13/11/2007 16:45

Mark Lampert
Founder of BVF Partners L.P.

Mark Lampert is the founder of BVF Partners L.P., a San Francisco-based, private investment firm established in 1993. Mr. Lampert has engaged in ventures relating to the biotechnology industry since 1984. Most recently, Mr. Lampert was a Vice President at the investment banking firm Oppenheimer & Co. in New York , where he created novel biotechnology investment vehicles. Prior to joining Oppenheimer & Co., he founded Biotechnology Royalty Corp., which pooled biotechnology patent royalties owned by universities. From 1987 to 1990, Mr. Lampert headed business development for Cambridge NeuroScience, a public biotechnology company. From 1984 to 1986, Mr. Lampert served as Assistant to the President of the NutraSweet Company, a subsidiary of G.D. Searle & Co.. He started his career at the Boston Consulting Group. Mr. Lampert is a Director of Accumen, Inc., Biotica Technology, Ltd, CFD Therapeutics, and Mendel Biotechnology. He holds an AB Degree in chemistry from Harvard College and an MBA Degree from Harvard Business School.

[davenic] 13/11/2007 16:42

This must of been the 4m buy we saw last week !!!!

Holdings in Antisoma
Holdings in Antisoma plc13 November 2007, London, UK: Antisoma plc (LSE: ASM; USOTC: ATSMY)
has received notification that BVF Partners L.P. has an interest in
14,850,333 ordinary shares of 1p each in Antisoma, representing
approximately 3.33% of Antisoma's current issued ordinary share
capital.
Antisoma was notified of the following in relation to the 14,850,333
shares:1. These shares are registered in the name of Morgan Stanley & Co.(8,525,000 shares) and Bear Stearns Securities Corp. (6,325,333
shares).
2. Further persons who are interested in these shares are BVF Inc.,
the general partner of BVF Partners L.P., and Mark Lampert, the
controlling shareholder of BVF Inc.
- -END-
Enquiries to Antisoma:
Daniel Elger, Director of Communications, Antisoma plc
[phone]- ---END OF MESSAGE---

[1leigh] 09/11/2007 13:11

Turned into a bit of a damp squib. Someone get out and push!

[davenic] 09/11/2007 09:36

May see some more large trades today

[bluechef] 08/11/2007 21:59

This has definately been held back, it will be interesting to see who the buyer of 4 mill is. Weve all been here before though, start getting exciting when we smash mid 40 s again. Would be nice if it was the turning point 1 LEIGH.

[1leigh] 08/11/2007 21:17

starting to rocket. Or could be good news in the background.

[davenic] 08/11/2007 19:52

this could be the turning point we were waitng for maybe some good news coming up

[bluechef] 08/11/2007 16:31

Makes sense now!

[davenic] 08/11/2007 15:13

Probably see a holding rns today or in the morning

[bluechef] 08/11/2007 15:11

Amazing if they are buys and we are still red. Doesnt make sense?

[davenic] 08/11/2007 15:00

Very large trades going in now at 28p 4mil & 750K

[1leigh] 07/11/2007 21:06

scruff, Novartis made a fairly large up-front payment. I imagine they thought the initial results were pretty impressive too.


Antisoma has been testing ASA404 in several cancer types. Studies in
lung cancer have produced positive results, including a 5-month
improvement in median survival in a randomised study. Novartis plans
to start enrolling patients into a phase III trial in non-small cell
lung cancer early in 2008.

In the meantime, the
immediate focus is on the drug's lead indication, lung cancer, where
a phase III trial is scheduled to start early next year based on
strong phase II data."

FWIW, if ASA404 is only effective in lung cancer, I'll be happy, and I'm sure most share-holders would feel the same way.

...edited for formatting

[gnomet2] 07/11/2007 20:48

scruff - no, Novartis will be funding the phase 3 s from now on and asm will be picking up hefty development milestones like 12 mill quid just to start with early next year. The randomised ph 2 lung cancer trials achieved one of the best survival results ever reported, and in both prostate and ovarian higher tumour response rates were recorded and on a 70 odd patient trial slightly negative survival data isn't remotely conclusive anyway.
Lung cancer is a huge market itself and asa404 looks like it will be able to capture more of it than avastin because of its better side effect profile. (Eg I think Avastin is too dangerous for squamous tumours but dyor)
You lot are welcome to talk it down though - I've only got a small stake at mo and will be happy to buy more ! The market is only valuing ASA 404 at about £55m
now, which I think compares favorably to the likes of OXB's Trovax.

[scruff1] 07/11/2007 19:16

doctor 454
ditto - the whole thing sounds a mess - the RNSs have put a positive spin on what was obviously a huge disappointment. If it's failed on two then odds on to fail on 3 IMO and then for us it really is all over. Still in for the big one but not a lot and not expecting much now. Novartis was a deal for Novartis - we will fund the trial and if it fails we are off. If it succeeds we will pick up the dosh. Here's hoping.

[the_doctor] 07/11/2007 12:57

Hence 'less than great' and mention of the ovarian failure.

[the_doctor] 07/11/2007 12:46

"I dont see anything bad here to cause the downtrend all"

Perhaps not apart from the poor ovarian results and less than exciting prostate results - that call the ultimate success of the drug into question.

[davenic] 07/11/2007 12:39

I dont see anything bad here to cause the downtrend all it is I would think is that we may not see much news between now & new year

[dasv] 07/11/2007 12:36

DaveNic - I'll have to take your word for that - as have seen nothing but downward movement (having bought in on the Novartis deal RNS (great timing)) - save for the brief respite from the downward trend a month ago.

[davenic] 07/11/2007 12:16

Yes all very strange may get some interest after the presentations. MM's seem to love this share they drop it a little & in come the stop losses being triggered....crafty. Works both ways of course they go up as quick too when it turns

[bluechef] 07/11/2007 11:16

Been hammered today, looked like yesterdays close was promising but obviously not.

[dasv] 07/11/2007 11:15

this share is evil I tell ya

[bluechef] 05/11/2007 07:53

Hope so Dave. I do feel the share price is been held back looking at recent buying activity?