Xenetic Bio Share Discussion Threads

[corrientes] 16/9/2015 15:40

and who is dumping relatively large amounts following each small rise ?

[corrientes] 15/9/2015 15:55

Anything new in the company missive of September 14 ?

Authorised common stock to be increased 5 fold from 300m to 1500m.

[buywell2] 12/9/2015 07:49

The delay in the NASDAQ listing I am sure down to Baxter splitting V the prospectus that will have to be written together with a couple of other key issues (data) from two other big investors in XEN becoming available for inclusion.

This has been further complicated by SHIRE wanting to now buy Baxalta for $30 BILLION

Xenetic have to wait till the deal is done or not done.



I think we shall see a listing before this xmas and a subsequent approx fourfold or better increase in the Market Cap of the company depending upon that data .

Even better if an EPO deal gets done soon(or at the time of the NASDAQ float)

I am now taking a 6 month break from posting

dyor

[buywell3] 11/9/2015 07:10

In the news the other day .... my thoughts follow





I am not convinced that dirty instruments in this day and age pose a threat with the equipment and methods in place that exist to sterilize them.

However the creation of Alzheimers in a previously healthy person by means of dangerous ''acquired protein/s'' from a number of different sources such as injection of growth hormone, blood transfusions and donor organs is a BIG NEW development.

One which may well have implications in other diseases also.

Assays which can detect such damaging proteins look set to benefit greatly should the data in the above link gain credibility.

Such assays would I think fall into the Immunoassay category,
''An immunoassay is a biochemical test that measures the presence or concentration of a macromolecule in a solution through the use of an antibody or immunoglobulin. The macromolecule detected by the immunoassay is often referred to as an "analyte" and is in many cases a protein.''






From the Gaurdian link:
''Doctors examined the brains of eight CJD patients who had received pituitary growth hormone, given predominantly to children with stunted growth until it was stopped in 1985. Six of the brains had an unusual build-up of protein called amyloid beta, which has long been linked to Alzheimer’s disease. ''

Even with such a small sample , 6 out of 8 = 75%

Even 1 out of 8 would have been alarming , so I am convinced John Collinge is on to something that others will try to keep quiet for various reasons.

The ramifications are enormous.

''A 2012 article in the journal Methods of Molecular Biology noted the therapeutic protein products sector grossed US sales of $108 billion ''

Worth a read

FDA Draft Guidance Outlines Risk-Based Approach to Assessing Therapeutic Proteins

[buywell2] 10/9/2015 09:32

buywell3 11 Aug'15 - 16:15 - 1266 of 1289 0 0

Baxter bought 10 million shares in XEN at $1 a share just over a year back after Xenetic moved into the USA.

Xenetic are already figuring large in Baxters Factor VIII plans

[...]


Baxter are spitting into 2 units this year




Could it be that the delay in listing is because Baxter wants to buy Xenetic before it lists ?

[ashthorpedo] 09/9/2015 13:01

Saw this nice article by streetinsider about Baxter Investor day in May 2015.
The product that is being developed using PolyXen is Bax 826.
This product has huge potential as it will be the first Hemophilia A factor replacement therapy to achieve once-weekly therapy.


hxxp://www.streetinsider.com/Analyst+Comments/Cowen+Maintains+Market+Perform+Following+Baxter+%28BAX%29+Investor+Day/10582001.html

Cowen maintains a Market Perform rating and $74 price target on Baxter International (NYSE: BAX) following Baxalta investor day. Analyst Joshua Jennings believes that BAX is positioned for sustainable growth, with strong cash flow.

Jennings Commented on BAX, saying, "We believe Baxalta is well positioned to deliver 6-8% top-line growth with durable growth assets in the hemophilia and IG franchises, high single-digit operating EPS growth, and an attractive margin profile over the next LRP (2015-2020). To get more positive on the Baxalta story we wanted clarification of a few topics. First, we wanted to see more details on BXLT's capital allocation strategy and sustainability of its cash flows, which were provided at yesterday's investor day and support a balanced approach with an established L&A engine already in place, a dividend payout of 15% in-line with biotech peers, and share repurchases as needed. Second, we wanted to gain further conviction that over the longer-term Baxalta's highly profitable rFVIII franchise could maintain Advate’s leading WW share and that a strategy to mitigate against the potential threat of completely novel approaches for the treatment of hemophilia A/inhibitors entering the market in '18 and beyond was in place. Management provided some comfort by issuing 1-3% annual growth expectations for hemophilia and 5-7% CAGR for inhibitors over the next 5 years. To date, Baxalta has successfully defended its Advate franchise in the U.S. with Eloctate taking only 2% share since launch which we believe bolsters management's credibility after issuing guidance for high single digit U.S. share loss in front of the BAX 855 launch and makes the LRP forecast plausible. The Hemophilia and Inhibitor LRP assumptions incorporates commercialization of late-stage pipeline candidates offsetting competitive headwinds to Advate and Feiba. Expectations for a slow OUS adoption ramp for Eloctate where Advate holds a significant share of the market and where treatment at a significant premium is likely to be met with more resistance are baked in. Management also provided more details around its plans to develop a polysialic derivative of Advate (BAX 826) over the next 2-3 years that has the potential to be the first Hemophilia A factor replacement therapy to achieve once-weekly therapy. This product could be a bridge to what they are positioning as the longterm home run opportunity - gene therapy for hemophilia A with BAX 888 achieving milestones in animal models and on track to enter Phase I in 1Q'16. Third, we wanted Baxalta to demonstrate an ability to be competitive in oncology/hematology and management downloaded the early successes in building out the oncology portfolio. The purchase of OUS rights to MACK's MM-398 for pancreatic/gastric cancer with $400M+ potential, the Oncaspar portfolio immediately bringing $100M+ annually with $200M+ potential by 2020 in ALL alone, and the Phase II asset BAX 555 from AesRx that could fulfill an unmet need in sickle-cell anemia as a prophylaxis treatment is a nice entry point for Baxalta's into the hematology/oncology sectors."

[ashthorpedo] 09/9/2015 12:53

Xenetic Biosciences (XBIO) Contracts With Baxter International Inc Have Been Assigned to Baxalta Incorporated Following the Company Spin Out

LEXINGTON, Mass., Sept. 09, 2015 (GLOBE NEWSWIRE) -- Xenetic Biosciences, Inc. (OTCQB:XBIO), a biopharmaceutical company focused on developing next-generation biologic drugs and novel oncology therapeutics, announces that its contracts and arrangements with Baxter Healthcare SA ("Baxter SA") and Baxter Healthcare Corporation (together referred to as "Baxter") (NYSE:BAX) have now been assigned to Baxalta Incorporated (NYSE:BXLT) ("Baxalta") as part of the spin out of the company's biopharmaceutical business.

Xenetic has an exclusive research, development, license and supply agreement with Baxalta (formerly Baxter Healthcare SA and Baxter Healthcare Corporation) to develop products with an extended half-life of certain proteins and molecules using the Company's patent protected PolyXen® technology whereby polysialic acid ("PSA" — a chain of polysialic acids) is conjugated with Baxter's proprietary molecule(s). The resulting drug candidate is designed to create a longer-acting haemophilia drug, a polysialylated recombinant Factor VIII ("rFVIII") protein, than what is currently available on the market. Baxter also has rights that extend to treatments of the failure of blood to coagulate. Baxalta expects to begin Clinical Trial Authorization (CTA, EU) and Investigational New Drug (IND, US) submissions on this novel drug candidate in the coming months.

As a result of a revised license deal in January 2014, the Company is entitled to up to $100 million in potential development, regulatory, sales and deadline extension receipts, which are contingent on the performance of Baxalta achieving certain milestones. The Company is also entitled to royalties on potential net sales. In connection with this deal, Baxalta also made a $10 million equity investment at a price of $0.935 per share, which is a post money market cap of approximately $140 million.

Baxalta Incorporated is a newly established global biopharmaceutical leader developing, manufacturing and commercializing therapies for orphan diseases and underserved conditions in hematology, oncology and immunology.

Baxalta is a related party of Xenetic, with a share ownership of approximately 8.7%.

[dr biotech] 08/9/2015 10:48

A broken clock is right twice a day. Make enough predictions some are bound to be right.

[dr biotech] 08/9/2015 09:37

BW was calling AV down pretty much on the day it hit its lowest point (has done this several times too). Couldn't have been more wrong. Sp pretty much doubled (hit 550 but currently 470). Funny though he doesn't recall these.



buywell2 12 May'13 - 09:33 - 19102 of 22092 0 0

The chart says otherwise , AV. is the worst performer in the sector amongst the bigger companies. The others have got a head start and claims are rising as fiddles get worse, flooding/bad weather events and the like increase. ie it's a cut-throat game

Check out the peer analysis



Idiots have bought in , probably with other folks money

Just because the share price has been 1000p and 800p and nearly 500p in the past 3 chart peaks (falling) , does not mean it will go back to these levels.

Based upon recent cyclical lows .... the next low should be 2015 and could well be under 100p.

Tangible book value is 197p

[buywell3] 07/9/2015 17:02

It is my bank balance that matters most though

Re TUNG

If you had a brain cell you would see that sometimes I try to help fellow investors in stocks I like from making balls-ups

Funnily enough most don't seem to like it like you

This chart and a comment that 150p was coming for example





Would have been followed by another saying 75p was next


But when I get bad-mouthed I let the perp take the fall

[corrientes] 07/9/2015 08:38

Worry about your own reputation. You make x times the number of bad calls as most people on these boards. You've got a reputation and its not a good one.

[corrientes] 02/9/2015 16:09

Oh well, at least we know that spreads are quite ridiculous but not surprising
really. A bit of a clue though, so patience, patience, patience ad nauseam.

[corrientes] 02/9/2015 15:23

Wow ! who would have thought that the announcement of opening of digital corporate communication channels would give such a boost to the share price today, since there's already a blog. Seems the price is being slowly and quietly (up till now anyway) manoeuvred to an acceptable Nasdaq opening price level, despite what have really been pathetic volumes up until now.

Really don't understand this, but just maybe XBIO is going to really shine fairly shortly, and I don't expect anyone here will be complaining, save for maybe not being able to buy more shares.

[trotterstrading] 28/8/2015 12:28

I spoke with Scott back in March.. Nasdaq will happen, hopefully Sept/Oct. We just need to get the Rusnano and SII (shareholders) on the same page re the required capital restructure - co-ordinating these two requires patience!

The recent uptick in volume must be from US investors buying in, which is great news, means our story is finally getting out there.

Sadly I'm locked out, can't buy or sell, I'm guessing it's the same for the majority of UK investors?

[buywell3] 28/8/2015 08:12

Another nudge upwards

News of a NASDAQ listing would be welcome .... the time has come

[buywell3] 26/8/2015 10:54

Up again yesterday a tad

Come on Scott we need that NASDAQ listing to give all those selling OIL and Commodity stocks an alternative investment choice in a safe haven sector

Push those in India and Russia to get the data out ASAP

[buywell3] 22/8/2015 16:45

Held up well with a 560 point fall in the DJIA

[corrientes] 22/8/2015 09:00

Looks like interest is building up here. Seems good two way trading even if still on a small scale, and on a bad day.

[buywell3] 20/8/2015 07:13

Real news being a NASDAQ listing eh smcl ?

Perhaps Xenetic are waiting for a special bit of news from one of the several clinical trials that they think will attract the sort of money the BOD feel XEN is worth with a USA NASDAQ listing.

The delay thus far in my opinion has been due to waiting for India and Russia to adhere to promised timescales.

Trades on the tinpot OTC( which was always a temporary resting place and was done at the behest of Baxter to inject $10M which they did within weeks of Xenetic setting up shop in Boston MA) trades in small volumes have moved this share by 50%.

Which is a load of tosh

But what it has shown is there are almost no shares being traded

Thus any special good news timed with a floatation should attract a decent premium to the current price and Market Cap of the company.

A minimum 100% rise is my guess based upon peer companies currently trading on NASDAQ

The number of shares will be re-jigged to maybe $2 or more to satisfy NASDAQ rules but the Market Cap should at least double , even that would be quite a bit lower than its peers , and that with Xenetic having loads more IP ,technology platforms, drugs in later stages of clinical trials , and more to come .

[corrientes] 14/8/2015 20:08

Neither had I.

[lordgibil] 14/8/2015 19:42

Buywell, thanks for that post of Scott's blog, I hadn't seen it. I think things might slowly be starting to happen here.