Maxcyte Share Discussion Threads

[multibagger] 09/7/2020 22:15

You are most welcome AdamB1978, but apologies as I don't have any slides from the webinar. (edit: I have attached the link....please prefix the usual website starting h.t.t.p.s././: letters as otherwise ADVFN removes the link)


www.proactiveinvestors.co.uk/upload/SponsorFile/File/2020_07/1594290527_MaxCyte-Presentation-London-July-9-2020_compressed.pdf

The full webinar is on here

event.webinarjam.com/t/click/5vv20b4yh10hmltpm9cmqnbw55ty

Good luck :)

[adamb1978] 09/7/2020 22:06

Hi Aim-Trader,mutibagger

Thanks for sharing. Do you by any chnace have a copy of the slides? I'd be interested in flipping through them
Regards

Adam

[multibagger] 09/7/2020 21:53

Very interesting presentation this evening with numbers attached demonstrating the robustness of the MXCT business model and exceptional IP they hold and are able to monetise. I won't be surprised if this exceeds BVXP in growth and profitability margins (apart from share price) in the not too distant future and a stock market darling in the making.

Many thanks to gsbmba99 for pointing me in the direction of this stock - a very astute investor, gifted researcher and a top notch numbers man !

[aim_trader] 09/7/2020 12:10

Maxcyte will be presenting at the Proactive One2One Webinar tonight from 6pm. Register to attend here:

[rambutan2] 08/7/2020 11:59

Another agreement:

VIENNA , AUSTRIA and GAITHERSBURG, MD, 8 July 2020 - APEIRON Biologics AG ("APEIRON"), a private biotechnology company specializing in the discovery, development and commercialization of novel immunotherapies for cancer and respiratory diseases, and MaxCyte, Inc., (LSE: MXCT, MXCL), a global cell-based therapies and life sciences company, today announces the signing of a clinical and commercial licensing agreement.

APEIRON Biologics will obtain non-exclusive clinical and commercial rights to use MaxCyte's Flow Electroporation(R) technology and ExPERT(TM) platform for the advancement of APN401, a siRNA-based cell therapy currently in clinical development for various solid tumors . In return, MaxCyte will receive undisclosed development and approval milestones and sales-based payments in addition to other licensing fees.

"Securing access to MaxCyte's ExPERT platform and unique electroporation technology is a crucial next step in the clinical advancement of our lead checkpoint inhibition Cbl-b candidate APN401," said Peter Llewellyn-Davies, CEO of APEIRON Biologics.

Doug Doerfler, President & CEO of MaxCyte, said: "We are proud to support APEIRON in the development of a siRNA-based treatment that could help patients facing cancers with various forms of tumors. This agreement represents an important achievement for MaxCyte, and highlights the value of our next-generation technology platform to companies across the globe seeking to unlock the potential of their engineered cell therapy programs."

MaxCyte's ExPERT instrument portfolio represents the next generation of leading, clinically validated, electroporation technology for complex and scalable cell engineering. By delivering high transfection efficiency, seamless scalability and enhanced functionality, the ExPERT platform delivers the high-end performance essential to enable the next wave of biological and cellular therapeutics.

[rgmgo] 23/6/2020 10:26

CEO Doug Doerfler presenting at Virtual European Biotech Investor Day @ 12.30 Eastern time (17.30 UK) on Thursday, www.webcaster4.com/Webcast/Page/2408/35380

[nimbo1] 04/6/2020 08:49

certainly hard work trying to buy any shares here...

[nimbo1] 29/5/2020 13:34

I think someone will just buy maxcyte - unfortunately! Maybe after Carma spins off

[adamb1978] 26/5/2020 12:57

Thanks for posting that Dave. 340p would be a fine interim stopping point, though think it could go considerably beyond that over the medium term!

[davep4] 26/5/2020 11:41

MaxCyte: entering the sweet spot

Cell therapies are expected to become a major new class of therapeutic agent; and MaxCyte’s unrivalled expertise with flow electroporation puts it right at the heart of it. The strategic decision a decade ago to invest in and develop this now key enabling technology is set to pay off. MaxCyte’s ExPERT equipment range, coupled with proven processing skills, has resulted in a stream of collaborative partnerships with cell therapies’ leading players. Potential pre-commercialisation milestones now exceed $800m. The proprietary CARMA clinical programme is also reaching a pivotal moment and is expected to become self-financing by end-2021. We have updated our model to reflect the progress achieved, and £23.6m raise, which results in a valuation of £260m, equivalent to 340p a share.

[davep4] 14/5/2020 00:20

edwardt
At the time of the offer the discount was a modest 10%, which seems reasonable to me, taking into account market conditions.

It should be remembered that Maxcyte previously raised funds at a premium and the share price subsequently collapsed.

[edwardt] 12/5/2020 19:00

I am not sure why the raise was not at a premium to undisturbed share price rather than discount of 10%! given level of over subscription mentioned...Can not help feel a little hard done by as a small investor but hey ho off to the nasdaq we go...

[nimbo1] 12/5/2020 09:54

V hard to buy any for The moment

[assagai] 12/5/2020 09:38

Looks like the market is finally waking up to the potential here.

[rambutan2] 12/5/2020 04:18

Thanks for that info, nimbo1.

[assagai] 11/5/2020 16:58

See proactive, features today as main heading after Bitcoin halving.

[nimbo1] 11/5/2020 15:19

'For those that don't want to read all the text this is the key line from the 2018 RNS on agreement with crispr (which I also hold).'

MaxCyte’s Flow Electroporation® Technology enables the engineering of a broad range of therapeutically-relevant cell types at high efficiency while maintaining high viability and recovery. CRISPR Therapeutics’ immuno-oncology cell therapy programs rely on ex vivo gene editing, where the CRISPR components are delivered into T-cells using the MaxCyte technology.

[nimbo1] 11/5/2020 15:00

the above is from today and the below from the 2018 deal with crispr

CRISPR Therapeutics and MaxCyte Expand Clinical and Commercial License Agreement into Oncology

–CRISPR Therapeutics Gains Additional Rights to MaxCyte’s Cell Engineering Technology to Develop CRISPR/Cas9-Based Cell Therapies in Immuno-Oncology̵1;


ZUG, SWITZERLAND, CAMBRIDGE, MASS. and GAITHERSBURG, MD, November 9, 2018 – CRISPR Therapeutics (NASDAQ:CRSP) and MaxCyte today announced the expansion of their existing relationship by entering into a non-exclusive commercial license agreement that will allow CRISPR Therapeutics to deploy MaxCyte’s Flow Electroporation® Technology to develop CRISPR/Cas9-based therapies in immuno-oncology.


“As we advance our allogeneic CAR-T programs into the clinic, we are preparing for the future by securing our access to the leading ex vivo delivery platform for both clinical and commercial use, just as we previously did for our hemoglobinopathy developmental candidates,” said Samarth Kulkarni, CEO of CRISPR Therapeutics.


The expanded relationship builds on an existing agreement announced in March 2017 which allowed for the development of commercial therapeutics for hemoglobin-related diseases. Under the terms of the new license agreement, CRISPR Therapeutics will obtain non-exclusive development and commercial-use rights to MaxCyte’s cell engineering platform to develop immuno-oncology cell therapies. MaxCyte will supply its technology to CRISPR Therapeutics as part of the enabling technology license agreement and will receive milestone and sales-based payments in addition to other licensing fees.


“The expansion of our relationship with CRISPR Therapeutics signifies a key milestone for MaxCyte and our technology, providing further validation for the value and versatility of our technology as a leading enabler of next-generation cell-based therapies,” said Doug Doerfler, President & CEO of MaxCyte, Inc. “CRISPR Therapeutics is a leader in gene editing, and we are very pleased to expand our collaboration into new therapeutic areas as we continue to explore the use of our technology to advance medicines to market that will make a difference for patients.”


MaxCyte’s Flow Electroporation® Technology enables the engineering of a broad range of therapeutically-relevant cell types at high efficiency while maintaining high viability and recovery. CRISPR Therapeutics’ immuno-oncology cell therapy programs rely on ex vivo gene editing, where the CRISPR components are delivered into T-cells using the MaxCyte technology.


About CRISPR Therapeutics
CRISPR Therapeutics is a leading gene editing company focused on developing transformative gene-based medicines for serious diseases using its proprietary CRISPR/Cas9 platform. CRISPR/Cas9 is a revolutionary gene editing technology that allows for precise, directed changes to genomic DNA. CRISPR Therapeutics has established a portfolio of therapeutic programs across a broad range of disease areas including hemoglobinopathies, oncology, regenerative medicine and rare diseases. To accelerate and expand its efforts, CRISPR Therapeutics has established strategic collaborations with leading companies including Bayer AG, Vertex Pharmaceuticals and ViaCyte, Inc. CRISPR Therapeutics AG is headquartered in Zug, Switzerland, with its wholly-owned U.S. subsidiary, CRISPR Therapeutics, Inc., and R&D operations based in Cambridge, Massachusetts, and business offices in London, United Kingdom. For more information, please visit www.crisprtx.com


About MaxCyte
MaxCyte is a global cell-based medicines and life sciences company applying its patented cell engineering technology to help patients with high unmet medical needs in a broad range of conditions. MaxCyte is developing novel CARMA therapies for its own pipeline. CARMA is MaxCyte’s mRNA-based proprietary platform for autologous cell therapy. In addition, through its core business, the Company leverages its Flow Electroporation® Technology platform to enable its biopharmaceutical industry partners to advance the development of innovative, cutting-edge medicines, particularly in cell therapy, including the use of gene editing tools in the treatment of inherited genetic diseases and immuno-oncology approaches to treating cancer. The Company has placed its cutting-edge flow electroporation instruments worldwide, including with nine of the top ten global biopharmaceutical companies, and has more than 55 partnered program licenses in cell therapy, including more than 25 licensed for clinical use. With its robust delivery technology, MaxCyte helps its partners to unlock the full potential of their products. For more information, visit www.maxcyte.com

[nimbo1] 11/5/2020 14:59

ZUG, Switzerland and CAMBRIDGE, Mass. and BOSTON, May 11, 2020 (GLOBE NEWSWIRE) -- CRISPR Therapeutics (Nasdaq: CRSP) and Vertex Pharmaceuticals Incorporated (Nasdaq: VRTX) today announced that the U.S. Food and Drug Administration (FDA) granted Regenerative Medicine Advanced Therapy (RMAT) designation to CTX001, an investigational, autologous, gene-edited hematopoietic stem cell therapy, for the treatment of severe sickle cell disease (SCD) and transfusion-dependent beta thalassemia (TDT).

“RMAT designation is another important regulatory milestone for CTX001 and underscores the transformative potential of a CRISPR-based therapy for patients with severe hemoglobinopathies,” said Samarth Kulkarni, Ph.D., Chief Executive Officer of CRISPR Therapeutics. “We expect to share additional clinical data on CTX001 in medical and scientific forums this year as we continue to work closely with global regulatory agencies to expedite the clinical development of CTX001.”

“The first clinical data announced for CTX001 late last year represented a key advancement in our efforts to bring CRISPR-based therapies to people with beta thalassemia and sickle cell disease and demonstrate the curative potential of this therapy,” said Bastiano Sanna, Ph.D., Executive Vice President and Chief of Cell and Genetic Therapies at Vertex. “We are encouraged by these recent regulatory designations from the FDA and EMA, which speak to the potential impact this therapy could have for patients.”

Established under the 21st Century Cures Act, RMAT designation is a dedicated program designed to expedite the drug development and review processes for promising pipeline products, including genetic therapies. A regenerative medicine therapy is eligible for RMAT designation if it is intended to treat, modify, reverse or cure a serious or life-threatening disease or condition, and preliminary clinical evidence indicates that the drug or therapy has the potential to address unmet medical needs for such disease or condition. Similar to Breakthrough Therapy designation, RMAT designation provides the benefits of intensive FDA guidance on efficient drug development, including the ability for early interactions with FDA to discuss surrogate or intermediate endpoints, potential ways to support accelerated approval and satisfy post-approval requirements, potential priority review of the biologics license application (BLA) and other opportunities to expedite development and review.

In addition to RMAT designation, CTX001 has received Orphan Drug Designation from the U.S. FDA for TDT and from the European Commission for TDT and SCD. CTX001 also has Fast Track Designation from the U.S. FDA for both TDT and SCD.

About CTX001
CTX001 is an investigational ex vivo CRISPR gene-edited therapy that is being evaluated for patients suffering from TDT or severe SCD in which a patient’s hematopoietic stem cells are engineered to produce high levels of fetal hemoglobin (HbF; hemoglobin F) in red blood cells. HbF is a form of the oxygen-carrying hemoglobin that is naturally present at birth and is then replaced by the adult form of hemoglobin. The elevation of HbF by CTX001 has the potential to alleviate transfusion requirements for TDT patients and painful and debilitating sickle crises for SCD patients. CTX001 is the most advanced gene-editing approach in development for beta thalassemia and SCD.

CTX001 is being developed under a co-development and co-commercialization agreement between CRISPR Therapeutics and Vertex.

[assagai] 11/5/2020 09:53

Sshh don't tell everybody, I haven't topped out yet!

[adamb1978] 11/5/2020 09:32

I'm not sure how but stumbled upon this company a couple days ago and so bought in this morning. Seems far too cheap.

Even if you put zero value on the Carma investment and assume that the cash is frittered away without generating any benefit, I'd still argue that the recurring revenue nature of the base business should imply a higher multiple and is worth the share price today.

There's many catalysts, including the Nasdaq listing which could push this share price several times higher over the next 3-4 years.

[davep4] 07/5/2020 20:41

Mkt Cap will be over £100m after the £24m placing. More important is the Nasdaq listing within 18 months, whereupon we may see Nimbo's valuation!

[supernumerary] 07/5/2020 11:21

I agree, but I shouldn't worry too much. It seems clear that investors have begun to wake up to it - check the 12 month graph - patience will, I hope, be rewarded.

[nimbo1] 07/5/2020 09:31

Just no interest in this company. Im thinking of significantly increasing my position.

Another commercial deal - potential milestones now over $800 mil.
Fresh funding in place to get carma towards US listing.
Annualised revenue approaching almost $30 million.

Got to be worth more than £85 million? in the US this would already be a $500-1billion company!