Share Name Share Symbol Market Type Share ISIN Share Description
Oxford Biomedica LSE:OXB London Ordinary Share GB0006648157 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.045p -1.14% 3.905p 3.82p 3.99p 4.09p 3.90p 4.00p 2,420,539.00 16:35:04
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 15.9 -17.0 -0.5 - 120.59

Oxford Biomedica Share Discussion Threads

Showing 95701 to 95724 of 95725 messages
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DateSubjectAuthorDiscuss
18/2/2017
21:59
Beanol, I think that we're all interested in what Tuesday will bring. Possibly Tuesday evening as I've noticed before that they tend to release these things to the public with a slight delay, but I feel there's a chance of something worthwhile in that for us. Regarding OXB's main business interest these days - which is something that you're obviously well aware of - then it makes no sense for Novartis to use a different vector in their other CAR-T programs. On that pdf presentation that Marcus found the other day there are basically 6 CAR-T development streams which are linked to Novartis and or their partner in the University of Pennsylvania. If half of that comes good for us then it's more work than we can cope with for the foreseeable future and it's worth an awful lot of money to us. At that point it's also worth a lot of money to somebody else too, which is why we all might not be OXB shareholders in the long term, but that's another story. For now the lenti-business seems to be booming and I've heard nothing to suggest that they aren't still on track to be making money on a month by month basis towards the end of this year. On top of that the lenti story looks like it could get much bigger / better (why use a different vector than the one already proven as part of a licensed drug?) in quite a short period of time. If the poster about TacTicc on Tuesday is an anticlimax then I will be a little sad, and I will still have some hope for SKOPOS to follow, but I will accept what the results are and go from there. I'm happy that OXB are soon going to be making more money than they spend. That really is a new one for us, I'd like TroVax to play a part in that, but if it fails to impress in these last chance trials, then we have to run with the winners - and at the moment the winner for us is LentiVector.
harry s truman
18/2/2017
16:51
Harry Thanks. Fingers crossed for next week and the next few months
beanol
18/2/2017
10:41
CMA is granted to medical products with a positive risk/benefit assessment that address unmet needs and whose availability would result in a significant public health benefit. HTTPS://ct.catapult.org.uk/news-media/regulatory-news/regulatory-news-february-2017 HTTP://www.bioindustry.org/document-library/advanced-therapies-manufacturing-action-plan/?utm_campaign=7765249_Action%20Plan%20for%20UK%20to%20capture%20the%20next%20generation%20of%20medicines%20manufacturing%20jobs&;utm_medium=email&utm_source=BioIndustry%20Association&dm_i=1TUV,4MFPD,FGL0O7,H7HKV,1 UK government may give some further financial support.
marcusl2
18/2/2017
08:36
Surely if Stockastic is correct and , the Trovax trial is doomed to not lead to further trials , no matter how good the results are ......... there must be a case to reprimand the investigators for wasting NHS Wales money ?
marwalker
17/2/2017
21:43
Beanol, I understand your points and I think you are very much on the side of probability, in that most clinical trials fail to progress. It's the way of the world. OXB are all but rebranded as "the lentivector company" and I'm sure that the bulk of the company's future is tied up in that. This is by no means a bad thing and it brings security. However, I do feel that a good result changes everything. I don't mean an RNS which says "successfully completed" as that only means that they got the endpoint of the trial without being stopped. Similarly, "safe and well tolerated" is only a good result in P1 toxicology / safety trials. We only have to wait until Tuesday to get some headline results for the colorectal trial (see the link that Marcus found). If they have something meaningful in the way of a good result - and most of these presentations have to be "new news" not published elsewhere first - then it's worth money. Sometimes I get a bit carried away with circumstantial evidence, but TroVax is quite old now and there have been lots of published posters. I can't cite numbers but I'm going to say that there will be a good handful of published papers on the previous TroVax colorectal trials, some of which are over 10 years ago. So what can the "new news" be to get the poster accepted for a colorectal drug trial with a drug that was tried with colorectal many times a decade ago? To my mind it can only relate to the IRS selection, as the biomarker patient pre-selection is the only new thing being tried here. So basically IRS has either worked or it hasn't and that's what the poster is about. Does that seem fair? If IRS means that instead of the random 30% of people in previous TroVax trials getting a good immune response it's now 60% (these are arbitrary numbers for sake of argument) then that's a big thing. But we have to wait and see.
harry s truman
17/2/2017
21:40
Yes and when you look at this list, if OXB get work from some of them there should be plenty of revenue coming through. Target (Compound) FIH Trial Initiated Novel targets CART-19 (CTL019 / CTL119) ✓ CART-BCMA (MCM998) ✓ CART-EGFRvIII (LXF821) ✓ CART-Mesothelin (NIU440) 2017 CART-CD123 (MIH911) ✓ Second-generation CARTs • CTL119 in adult ALL and CLL • BCMA in multiple myeloma • Combinations (e.g., CTL019 + checkpoint inhibitor) • CD123 in acute myeloid leukemia • Mesothelin in adenocarcinoma • EGFRvIII in glioblastoma Next Generation of CARTs • Regulated CARTs • Gene editing using CRISPR for allogeneic CARTs
marcusl2
17/2/2017
21:25
I accept the perceived lack of interest by OXB but if the results are decent I agree with Harry. The investigator said phase III likely and could change the treatment landscape. It is cheap and may be more effective in earlier disease stage. Next week will hopefully give an indication about prospects.
marcusl2
17/2/2017
21:19
Marcus, Sorry if you mentioned that before and I missed it, so it's the top one on page 14 of the pdf - i.e. NCT02135406 ? hTTps://clinicaltrials.gov/ct2/show/NCT02135406
harry s truman
17/2/2017
17:27
HarryThanks as ever for putting your cards on the table ref Trovax. I'm afraid I agree with Doc's binary analysis. Further, when engaged with a couple of the company senior management at the end of last year got no indication that they had hopes for Trovax in the way we have. Following on from this, it seems to me everything has been bet on red - Novartis and CTL019 etc.
beanol
17/2/2017
16:31
I think this is the latest from Novartis that we should be excited about. Page 22 ; Continued Leadership in CART Therapy 22 | R&D Update | January 25, 2017 | Novartis Investor Presentation Relapsed / Refractory Pediatric and Young Adult Acute Lymphoblastic Leukemia (r/r ped ALL) Global clinical trial: • Enrollment completed • Primary endpoint met: Overall response rate (CR+CRi) 82% • Planned FDA filing in early 2017 Relapsed / Refractory Diffuse Large B-Cell Lymphoma (r/r DLBCL) Global clinical trial: • Fully enrolled: 80 patients in US and EU • Primary endpoint: ORR; secondary endpoints include duration of response and overall survival Near-term: CTL019 Second-generation CARTs • CTL119 in adult ALL and CLL • BCMA in multiple myeloma • Combinations (e.g., CTL019 + checkpoint inhibitor) • CD123 in acute myeloid leukemia • Mesothelin in adenocarcinoma • EGFRvIII in glioblastoma Next Generation of CARTs • Regulated CARTs • Gene editing using CRISPR for allogeneic CARTs HTTPS://www.novartis.com/sites/www.novartis.com/files/q4-2016-ir-presentation-research.pdf
marcusl2
17/2/2017
16:25
The reporter thought; Moreover, Novartis recently said it would use Oxford to make lentivirus for a separate, undisclosed CAR-T project, which is most likely the humanized BCMA-targeting construct MCM998. HTTP://seekingalpha.com/article/4045447-oxford-biomedica-set-flirt-venture-financing?auth_param=1d8lsm:1ca42qb:f1cd40677110479dbf339020e89a73f0&uprof=82&;dr=1 Maybe BCMA for Myeloma then there is Car T Mesothelin plus CAR T cd19 targeting Pancreatic and more. Exciting if we get those too. Results Three treatment-refractory, advanced multiple myeloma patients have now been treated with CTL019 in this ongoing trial. Results for two of these patients show that both have had substantial anti-tumor effects from the CTL019 therapy based on the primary efficacy assessment at the three -month time-point. The third patient has not yet reached the three-month time point. The results for the two patients are described in more detail below. The first myeloma patient has completed her +100 day response assessment and she had a very good response to the CART19 therapy.
marcusl2
17/2/2017
16:23
Doc, As ever, thanks for that little boost and please don't reconsider your decision not to volunteer for the Samaritans. My point here (always) with TroVax is that if it helps predictibly in some people (yet to be proved), then as far as cancer treatments go it's cheap, very safe and almost symptom free. Compare that to the usual cancer drugs of huge cost, far from perfect safety and often brutal side effects and I think I'm made my point regarding its niche. I realise it has nothing like the effectiveness of some of these new age treatments, but it's also nothing like the cost and much simpler to administer. I wait for results, but if they are good then I feel there is a market for it.
harry s truman
17/2/2017
16:14
IMO the Cellectis data will continue to be something to watch I half wonder if this is why Novartis has 'undersized' its investment in CTL019 hxxp://www.cellectis.com/sites/default/files/160217leerink_presentation.pdf
stocktastic
17/2/2017
15:47
"TRIST was a huge P3 funded by the biggest ever biotech licensing deal (until that time) with Sanofi. Why throw the wildcard of the big placing in? OXB have clearly and specifically stated that they will spend no further company funds on TroVax. If it goes forward from here (good results needed first) then it's by spin-out or licence deal. There is no third way." TRIST was funded initially by a large, heavily discounted placing. I agree, that isn't really an option My point really is that given this and what you add, IMO it is therefore likely that Trovax will end up stuck in limbo, with no partner willing to take it on and OXB not able to do so itself
stocktastic
17/2/2017
14:56
Marcus, That thing you posted here yesterday from George hTTp://www.ercongressi.it/slides-NDH-Carlton/CH-June.pdf Surely that's a huge hint that the undisclosed CAR-T partnership with Novartis is hidden somewhere in plain sight there on page 14?
harry s truman
17/2/2017
14:26
Results Three treatment-refractory, advanced multiple myeloma patients have now been treated with CTL019 in this ongoing trial. Results for two of these patients show that both have had substantial anti-tumor effects from the CTL019 therapy based on the primary efficacy assessment at the three -month time-point. The third patient has not yet reached the three-month time point. The results for the two patients are described in more detail below. The first myeloma patient has completed her +100 day response assessment and she had a very good response to the CART19 therapy. The following tests were performed with the following results: HTTP://www.google.co.uk/patents/WO2016014565A2?cl=en
marcusl2
17/2/2017
13:48
sdd - dilution yes. It certainly is. Harry - I am willing to compromise, 30p will do nicely. r
rrr
17/2/2017
12:46
rrr, When Bluebird Bio was mentioned the other day I looked at their market cap as obviously they are a biotech with lots of early stage stuff, lentivector IP and such. Converted to pounds and divided by our number of shares in issue it's 85p - even with the dilutions. Oh for a US valuation eh ;)
harry s truman
17/2/2017
12:08
Thats dilution for you
sddavies1
17/2/2017
10:22
Hard to believe but in 2002 the share price reached about 100p; in 2007 was up to 46p or thereabouts.
rrr
16/2/2017
18:58
Has broken down.
freddie ferret
16/2/2017
17:17
Certainly anyone following this as closely as we do (which really isn't that difficult) will know that Novartis have said numerous times that they intend to file a BLA anytime now and on Tuesday one of the trial teams unveils a poster with headline results on one of the TroVax trials. Chances are that next week could be an interesting week. There was a 1m trade right near to the end of market hours, but you can't really read anything into that. It sounds a lot but it's £40k and they might have good reasons which have nothing at all to do with the prospects here.
harry s truman
16/2/2017
16:57
Still in the trading range from mid November. Dips below 4p are buying opportunities. The mm's won't let you buy many if any though. They know what's to come from this one. Harry is right, keep tabs on the volume. I have pay little notice of the daily movement, I'm patiently waiting for whats to come.
mreasygoing
16/2/2017
16:44
I posted this on Monday: "Price is Stuck between a converging 50 day MA (4.06) giving support and 200 day MA (4.16) offering resistance.....one of them will give way soon" Yesterday the price broke through the Support 50 day MA (which was 4.09 yesterday)....hence the sharp technical fall today. Need news now.....
trovax
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