Maxcyte Share Discussion Threads

[nimbo1] 21/11/2019 10:26

I've taken an opening position here this am (started before the rns came out and wondered why they'd only give me 5000 at 114 or so).

Looks to me like this has genuine 10 bagger potential from this price and the market is completely ignoring their progress.

It won't last forever...i hope! Assume its funding news everyone wants due to carma requirement.

[supernumerary] 21/11/2019 10:25

Ah I see. I don't approve of pandering to those too bone-idle to click a link.

:¬)

[davep4] 21/11/2019 09:30

RNS Number : 1251U

MaxCyte, Inc.

21 November 2019

Vor Biopharma and MaxCyte Announce Clinical and Commercial License Agreement for Engineered Hematopoietic Stem Cells (eHSCs) to Treat Cancer

- Clinical and commercial agreement using MaxCyte's recently launched ExPERT(TM) platform enables up to five of Vor's engineered cell therapies and includes development and approval milestones and sales-based payments.

[davep4] 21/11/2019 09:27

I thought it maybe useful to publish the relevant parts!

[supernumerary] 20/11/2019 23:38

See post 111.

I think they should issue an update in the light of actual results.

[davep4] 20/11/2019 20:46

November 12, 2018

The first clinical trial backed by a U.S. company for a CRISPR-Cas9 enabled therapy launched in September of this year. CRISPR Therapeutics and Vertex Pharmaceuticals collaborated to develop a therapy for the blood disorder β-thalassemia. The trial, according to ClinicalTrials.gov, is a single-arm, open-label, multi-site, single-dose Phase 1/2 study in up to 12 subjects with transfusion-dependent β-thalassemia (TDT). The study will evaluate the safety and efficacy of autologous CRISPR-Cas9 modified CD34+ human hematopoietic stem and progenitor cells (hHSPCs) using CTX001. Although the trial is beginning with 12 subjects, it will likely be expanded to 45.

“We are excited at the advancements in fundamental biology and development of breakthrough gene and cell therapies that our partners are making every day using CRISPR and the MaxCyte technology. Our vision has always been to drive the evolution of cell engineering to overcome delivery challenges and accelerate the development of better, more efficacious medicines. CRISPR-Cas9 and other approaches to gene editing is an area we have the privilege of seeing that vision realized.” – Doug Doerfler, CEO of MaxCyte

[supernumerary] 20/11/2019 18:03

A further comment on the beta thalassemia and sickle cell disease trials. It's clear that Maxcyte is involved albeit indirectly in the trial. I think they'd be well advised to put out an RNS REACH spelling out the connection - they look like very significant results to me.




Vertex, CRISPR’s gene-editing treatment for blood disorders shows promise in early data

CRISPR Therapeutics and Vertex Pharmaceuticals unveiled early data from the first company-backed study to test a CRISPR-based medicine in humans. The data, from two patients with severe blood disorders, are "promising” for what could be a one-and-done treatment for patients who need chronic care, wrote Cantor Fitzgerald analysts in a note on Tuesday.

The treatment, CTX001, is in two phase 1/2 studies testing it in people with transfusion-dependent beta thalassemia and those with sickle cell disease. The data come from one patient in each trial. In the two years ahead of starting the studies, the beta thalassemia patient needed an average of 16.5 blood transfusions per year, while the sickle cell patient experienced seven vaso-occlusive crises per year—a common complication of the disease where blood cells stick together and block blood vessels, causing pain and damaging tissues and organs.

Nine months after receiving CTX001, the beta thalassemia patient no longer needed transfusions and had near-normal hemoglobin levels, the partners reported in a statement. Four months after treatment, the sickle cell patient was free of vaso-occlusive crises and had similar hemoglobin levels. Both patients also had high levels of red blood cells expressing fetal hemoglobin—more than 99% for the former and more than 94% for the latter—a sign that the CRISPR-edited treatment did what it was designed to do.

[...]

[supernumerary] 19/11/2019 14:41

Well spotted. I presume you're referring to this:



in the context of this:



?

[edwardt] 19/11/2019 13:24

Rather nice news stateside for the eagle eyed - vertex... crispr

[edwardt] 25/10/2019 07:50

Yep - patience could well be rewarded here

[supernumerary] 24/10/2019 19:05

Progress on the CARMA trial - sounds good

'The dose escalation trial is evaluating the safety and tolerability, as well as preliminary efficacy, of MCY-M11 administered intraperitoneally across a series of ascending dose-level cohorts. In the first two cohorts, the infusion of MCY-M11 has been well tolerated in all patients treated. No dose-limiting toxicities, infusion-related adverse events, on-target or off-target toxicities, or other unwanted events were observed.'

So they're around half-way through - 2 out of 4 cohorts - and a little past half-way on the timescale. Not too bad as these things go...

[supernumerary] 07/10/2019 19:44

No, just not looking in this direction. I was struck by this comment in the interims:

"...the management team is evaluating independent sources of financing for CARMA along with the timing and level of clinical and pipeline investments beyond the current trial."

Obviously looking at funding, but maybe also considering a CARMA spinoff? This is a commercially very astute management, so developments in this direction could be interesting.

[edwardt] 07/10/2019 19:12

Pretty impressive rns - mr market sound asleep.

[supernumerary] 25/7/2019 13:40

You could be right!

[edwardt] 24/7/2019 16:13

very large volume gone through.... hope that marks a bottom!

[supernumerary] 22/7/2019 17:56

The Capital Markets day presentation has turned up, here:



They've put it after the 2017/18 stuff, presumably because that's easier than rewriting the web page, but it looks a bit amateurish to me. It also seems to take an age to start as I don't think it will play the first video until it's downloaded all of them :¬(

The presentations look excellent as far as I've got, although I'm having a lot of stuttering on replay, so I'll leave the rest for a while to see if it goes away.

A link on CAR-Ts that may be of interest:

[finster007] 20/7/2019 09:30

Folks, excuse the novice question but why is the sell so much below the buy (mine is 120p vs 128p on HL)? People seem to be dumping these shares left right and centre so doesn’t that drive the buy price down?

[timbo003] 18/7/2019 11:27

New Trinity Delta note:

[gutterhead] 15/7/2019 22:16

If it doesn’t show soon, message me privately and I’ll photo and send it to you

[supernumerary] 15/7/2019 15:04

Whoops - just checked it, and it's from 2018. Still no sign on their website of either of the new ones...

[gutterhead] 12/7/2019 18:30

Yes. That’s it.

[supernumerary] 12/7/2019 17:11

OK, the proactive one is here:

Something to pass the weekend with, if tennis, cricket and F1 don't interest...

[supernumerary] 12/7/2019 13:57

Any further comments? Is it available anywhere? The Capital Markets presentation, which I guess would have been much the same, is expected to go on the website, but there's no sign of it yet.

[gutterhead] 12/7/2019 12:59

Great presentation at proactive investor evening last night.

[edwardt] 10/7/2019 08:07

any views on when they will raise? looks a superb business but needs to sort out balance sheet. i am in for a few in advance of the institutional placement...