Maxcyte Share Discussion Threads

[nimbo1] 11/6/2021 10:01

This data is v good




Vertex Pharmaceuticals (NASDAQ:VRTX) and CRISPR Therapeutics (NASDAQ:CRSP) announce new data on 22 patients, with follow-up of at least 3 months, treated with CRISPR/Cas9-based gene-editing therapy, CTX001.
Beta thalassemia: All 15 patients were transfusion independent after CTX001 infusion and had clinically meaningful improvements in total hemoglobin from 8.9 to 16.9 g/dL and fetal hemoglobin from 67.3% to 99.6% at last visit.
Sickle cell disease: All seven patients were free of vaso-occlusive crises after CTX001 infusion and had meaningful improvements in total hemoglobin from 11 to 15.9 g/dL and fetal hemoglobin levels from 39.6% to 49.6% at last visit.
The safety data from all 22 patients were generally consistent with an autologous stem cell transplant and myeloablative conditioning.
Bone marrow allelic editing data collected from patients who have at least six months of follow-up, demonstrated a durable effect.

[rambutan2] 04/6/2021 12:40

Good clear starter presentation from 55mins:

[assagai] 03/6/2021 13:44

Yes I think that most of us would have realised that. Not our resident cup half empty tho, of course....

[stupidboypike] 03/6/2021 13:01

Just to clarify when I wrote "I was on the MaxCyte board" I meant I was reading this investment board NOT I was on the board of directors for MaxCyte, I have no connection other than as a potential investor. Apologies for any genuine confusion caused. Best regards SBP

[assagai] 03/6/2021 11:49

Time gentlemen please....

[trident5] 03/6/2021 11:30

"I was on the MaxCyte board..."
Really, tell us more, spill the beans. Were you pushed or did you walk out?

[stupidboypike] 03/6/2021 11:06

A while ago someone asked here if anyone knew any other "Picks and shovels" businesses in the bio space. At the time Arecor, which I believe does fit that description, was a private company. However, this morning it had an IPO and floated on the AIM market.

In a nutshell, Arecor improve existing medicines giving them various improved characteristics by adding excipients and have strong patent protection for their techniques. One of the big advantages is that there is often a much reduced path to regulatory approval in comparison to an entirely new drug. Their two lead products show improved speed of onset and improved concentration for insulin.

I was on the MaxCyte board as it was mentioned to me as a comparable to Arecor (obviously a few years further forward).

Please DYOR, and apologies to anyone not interested :-


Best regards SBP

[pob69] 02/6/2021 07:47

New presentation by Sarah Meeks, Ph.D., VP of Business Development

[pob69] 27/5/2021 07:30

Interesting article

[trident5] 25/5/2021 12:26

Maybe it's only apparently being marked down?

[assagai] 25/5/2021 12:00

Don't think I've ever seen maxcyte marked down on a positive news day ,
very unusual. Especially as a lot of the early morning apparent sells were in fact buys.

[nimbo1] 25/5/2021 09:58

wouldn't surprise me at all if its around here, SEC has a bit of a backlog for new IPO requests at the moment

[assagai] 25/5/2021 09:23

STNO seem to be wanting to keep a lid on here @9.10...float price equivalent??

[nimbo1] 21/5/2021 09:29

Editas CMO Lisa Michaels, on delivery in gene editing:

"The next stages of development in this area are probably going to move away from viral vectors."

[pob69] 20/5/2021 08:30

This potentially could be an important breakthrough longer term for key Maxyte partner

“...We are delighted to present updated data on what we believe to be the most advanced allogeneic CAR T program in development. Longer-term data from the ALPHA trial of ALLO-501 in combination with ALLO-647 demonstrate for the first time the ability of an off-the-shelf cell therapy to induce durable responses in NHL patients similar to that seen in trials of autologous therapies,” said Rafael Amado, M.D., Executive Vice President of Research and Development and Chief Medical Officer at Allogene.

[gsbmba99] 14/5/2021 12:50

Judging by the sponsors and the people doing the voting, I wouldn't place any emphasis on a MediScience award. There are loads of these types of "awards" that are voted on by the media, financial PR and broker community. The awards are normally put on by an event company (eg "Ford Sinclair is a family-run event management company, with over 30 years' experience in delivering high profile live events"). The purpose of the "event" is to sell >£1,000 tables to the attendees. The shortlist is normally determined by the award sponsor and might well be focused on target or existing clients. The awards (particularly company of the year) often go to the companies and executives whose share prices increased the most in the recent past. I would be very surprised if the company submitted anything. But, the company (and its advisors) will now be contacted incessantly to encourage attendance at the event in November to eat rubbery chicken, drink overpriced wine, listen to 15 mins of a comedian du jour and, possibly, collect an award. It would be interesting to know if companies that don't pay to attend ever receive awards.

[eaglebeagle] 14/5/2021 10:52

I think Trident has a fair point. I doubt games workshop, a retail presence selling to the consumer market would get much value out of awards or nominations given your average Warhammer model purchaser is not likely swayed away from DnD to Middle Earth by these awards. That would be fairly typical of that type of B2C company. In the B2B world however, there are rarely cheaper or more effective ways to raise awareness or to give a level of comfort to the potential purchaser than a consistent presence across a range of channels. In the non virtual world there are also excellent networking opportunities, although presently that is not likely to be a fruitful online. Also the people who make their income from these events utilise judges from within the industry in order to give credibility. The judges themselves are doing it to raise their own awareness so they have a lot to lose by choosing a dud one. It rather shows their lack of awareness or acumen. So personally, I think the recognition has some validity. A successful business it does not make of course. But a negative? I don't believe so.

[nimbo1] 14/5/2021 10:50

I agree with trident's principle - basking in glory is not something a shareholder wants to see - however these are just nominations and actually its a good thing for exposure in the industry I would think. Whereas GAW would have 0 benefit from it as their customers don't give a monkeys (I've enjoyed being a GAW shareholder in the past).

Nice to see nasdaq listing process moving ahead - market conditions are certainly ropy at the mo - one goes from hoping the price will double to hoping the price will stay steady : )

[acuere] 14/5/2021 10:12

No need to apologise, it rather amused me.

I’d argue that at this stage in Maxcyte life, being nominated for these awards is a good way to promote awareness of the company. Not sure how much time is taken up in current climate. Maybe no more than opening up an email and 20mins on a virtual award ceremony.

[trident5] 14/5/2021 09:44

It was just an observation about the way a Board thought at a hugely successful company. My apologies if it spoilt your morning.

Where I used to work we stopped competing for industry awards because of the time sucked up by submissions and attendance. The same organisations competed each year, not because they were the best, but because they were over-staffed in HO.

[acuere] 14/5/2021 09:24

trident still sucking the joy out of life I see!!

Anyway, after yesterday’s tidying up announcement, first stage to Nasdaq listing commences. To try and gage a timeline I was looking at some of Synconas recent Nasdaq IPOs.

Autolus - initial registration early March 2018. Floated late June 2018.

Freeline - registration announced 20 July 2020. Floated 7th August.

But on the downside.

Gyroscope - registration announced 19 April 2021. IPO ditched due to market conditions 7th May.

Let’s hope the markets stabilise.

[assagai] 14/5/2021 09:13

C.mon lads, drink up...

[trident5] 14/5/2021 08:28

Awards?
Games Workshop used to view them as a distraction and not attend: £2 to £110.

[the white house] 14/5/2021 06:19

As my granny used to say ;All good things.....