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Oxford Biomedica Share Discussion Threads
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|and every year those 240 employees will want pay rises so £17m next time?|
|"In aggregate R&D, bioprocessing costs and administrative expenses in H1 2016 were GBP16.1 million, GBP4.4 million higher than the GBP11.7 million in H1 2015. Around GBP2.3 million of this increase was caused by higher payroll costs as the Group employed an average of 240 employees in H1 2016 compared with 169 in H1 2015."|
I've gone on a little too much of late, but very quickly -
OXB will almost certainly be contractually hamstrung regarding what they can say about the Novartis partnership. The releases about the BLA submission and the subsequent approval (or not) will be from Novartis. OXB will perhaps repeat the same RNS with their own heading.
Similarly, with regard to the charity trials (4 off for TroVax currently underway) then organisations other than us are paying for those trials and that gives them ownership (not of TroVax but of the trial). They might agree to a simultaneous release of news or it might be the research organisations who release news first with OXB to repeat it. It's really unlikely that OXB will release headline data first as they aren't the people who will write up the report.
So what remains within OXB's scope for breaking news is:-
a) New contracts for the factory (like the Orchard RNS at the end of last year)
b) Anything to do with ProSavin (Parkinson's disease) or EncorStat (corneal transplant rejection) which are our only un-partnered clinical drugs with a plan but awaiting funds (we have no funds)
c) News about RetinoStat (which has been to trial, disappointed, and if we have a plan nobody outside of OXB knows what it is).
d) The rest of the pre-clinical pipeline (meaning not yet tried in people) and the most exciting prospect from all of that is CAR-T 5T4.
So, out of the 3rd paragraph there, which is news that OXB are free to break, the most likely before the FY results around March / April (and arguably most exciting) is CAR-T 5T4. Even though that's only been tried in the laboratory so far, it's in an area which is hot news and might be snapped up in a good deal for OXB. Failing that, next proper release from OXB (meaning news not broken elsewhere first) could easily be the results.|
harry s truman
|H/MThis is all very interesting. Thank you. It would be good though to have more confidence in JD and his senior team to handle the announcement/communications side of any of the serious good news possibilities you outline? If any of the latter occur I sense it will be Novartis/CTL019 which the company seems very focused on plus maybe another couple of partnership successes (which naturally won't be as immediately impactful on the share price).But I do feel hopeful/optimistic!|
|This would be a very nice year if CTL019 gets approved 3-6 months after BLA, Trovax is viable, 102,302 and/or 202 progress.|
I'm really OK with this Marcus. I feel that the Novartis alliance part of the business will run as smoothly as these things ever do and more or less to their timescale estimate. This is our banker and what should soon be paying the bills.
Like you and many others here I've been looking forward to TroVax news from both SKOPOS and TaCTiCC trials for some time and of course I remember your post of an exciting early hint re the latter. Anything from these two really is just a bonus as there's nothing in the price for it now.
As for OXB proper, then I'll see what comes. With no real spare money at present then the chances are that our corneal graft and Parkinson's products will continue to tread water. So, I think we probably agree that the most exciting news we can hope of with an in house development will be CAR-T 5T4 (if positive), but it's still very early stage.
Lots to be excited about really - and even more potential for the long term (as in the interest with Orchard), but I'd just like to see news of a TroVax trial result with the IRS patient selection. Potential for something very good there, or at least the peace of mind that it was tried.
Onwards and upwards eh?|
harry s truman
|We will hear about it by 23rd Feb latest but I get the feeling sooner than that.|
|I'm not sure what it means Marcus, other than he's going to speak at a Swiss university.
It seems a little odd as it doesn't look like a conference or similar. Presumably he's been asked to speak because of their interest? I think that if OXB wanted to release news or publicity then they would just do it.
Also there's the point that yourself (and I think Pram / possibly others) have mentioned on here re OXB claiming they have little interaction with the running / timing of external trials - so like you, I'm now of the opinion that anything we hear that we haven't already heard before will come from Cardiff and not from Oxford based OXB staff like Richard.|
harry s truman
|First I have seen that H, good find. I wonder is this the start of reporting the latest findings? Harrop seems to have been at the centre of the Trovax saga. He should get an OBE if it ever goes on sale!
Across all nine trials, a doubling in the 5T4 antibody response between the first and third TroVax vaccinations was associated with a reduction in the relative risk of death of 16% (p < 0.002). The effect was strongest in colorectal cancer patients with a reduction in relative risk of death of 19% (p < 0.01).|
|Have you previously listed this one for a week on Monday Marcus?
Dr. Richard Harrop - The tale of TROVAX, a safe and immunogenic therapeutic cancer vaccine|
harry s truman
|Celyad has just recruited the second patient in its THINK trial of its CAR-T candidate NKR-2, which will assess the therapy in five solid tumors, as well as hematological cancers acute myeloid leukemia (AML) and multiple myeloma (MM).
|“Post-Brexit, we have a real opportunity in the U.K. to have the MHRA and NIBSC help achieve and set global standards that advance regulatory pathways for a speedy approval of advanced medicines,” insisted McCubbin.
“Having the development funding helped us to both expand GMP capacity, as well as to further and more rapidly explore different scale-up platforms, such as development of a custom robotic system selecting and screening packaging and producer cell lines, as well as developing a serum-free lentiviral vector production process that has now been scaled up to 200 L single-use bioreactors in GMP to facilitate platform commercialization.”
|Yes they renegotiated. As we have agreed before, Novartis` expertise is an asset.|
|Do you think that there is a price reduction somewhere in that rethink Marcus?|
harry s truman
|If NICE are approving Afinitor for that amount of progression-free survival offered then let`s hope Trovax`s stats come close.
I think it's really difficult to make these comparisons to be honest. I've worked for a French company and they do generally have a very good service, but besides the government contribution they have to pay a compulsory insurance and they also pay to see their equivalent of a GP.
I can't imagine any UK government (of any party ever) saying that to make our service as efficient as our neighbours, then everybody will have to pay £50 at first point of contact and buy insurance via approved non-profits / mutual.
Just can't see it at all. We're wedded to the system drawn up pre-war by the Liberal Lord Beveridge, which all parties in the coalition wartime government agreed would be implemented after the war. It's the nearest thing we have to a state religion. Cradle to Grave it says and even though Beveridge stressed in his report that the sums only work with full employment, it's the system.
I've paid a lot of NI contributions over the years (both employer and employee) which adds up to a small fortune, but I don't mind that as I don't want to see people denied treatment - and the NHS turns away no-one.
But you can't have everything. It's either a Rolls Royce system for payers or a compromise for everybody.|
harry s truman
|RibbleWader great to see. That is Bristol-Myers Squibb’s Opdivo (nivolumab)
|Pram, I think you will find the NHS is heavily underfunded compared with virtually all of its counterparts. My personal anecdotal experience and interaction with NHS staff has always be positive and see no real difference to the standard of service at my dentist who I see as a 'private' patient (not my choice as that's all that was available in my area).|
|I know its not an Oxb producy or in research by them (I think).....
Immunotherapy: Mum responding to cancer 'experiment'
|One day we might get honest reporters....|
|PB - Have had that very experience this day.|