Oxford Biomedica Share Chat (OXB)

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
	-0.03p	-0.34%	8.70p	8.60p	8.70p	9.06p	8.50p	9.06p	4,686,020	14:42:20

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Pharmaceuticals & Biotechnology	27.8	-20.3	-0.6	-	268.69

Oxford Biomedica Share Discussion Threads

Showing 99226 to 99248 of 99250 messages

Chat Pages: 3970 3969 3968 3967 3966 3965 3964 3963 3962 3961 3960 3959 Older

Date	Subject	Author	Discuss
21/8/2017 13:54	Still 'talking' to yourself Freddie...	prambigear	Read Full Thread Reply
20/8/2017 14:26	2017-09-29 NVS CTL019 $82.76 PDUFA date under priority review announced March 29, 2017. No date given. Assume 6-month review - September 29, 2017. Advisory Committee Meeting July 12, 2017 voted 10-0 recommending approval. HTTPS://www.biopharmcatalyst.com/calendars/pdufa-calendar#NVO	marcusl2	Read Full Thread Reply
18/8/2017 21:16	Nicely put Pram. With allogeneic treatments, there is fear of a catastrophic immune clash between the foreign cells and the patient. To avoid deadly reactions, Cellectis is wiping out patients’ native T cells with a drug called alemtuzumab. (The Cellectis cells are genetically edited to be alemtuzumab-resistant.) With no native T cells, patients are highly susceptible to infection. It remains to be seen how much risk the immunosuppression will add to the procedure. Alemtuzumab £56,360 for the full course of treatment. So far, Cellectis and its partners have reported manageable immune reactions in the two infants and the first four people from two UCART19 European trials that began last year. Some of them were transient skin rashes, according to information presented to the NIH advisory committee in December. More data should arrive this year or in early 2018. Usman “Oz” Azam, who is developing T cell medicines as CEO of Tmunity Therapeutics in Philadelphia, says that “bringing down the cost of goods” is a “big battle in the space right now.” “I was heavily involved in that in my former role,” says Azam, who until last year ran Novartis’s cell and gene therapy group However, it still remains to be seen if allogeneic "off-the-shelf" T-cell products will be as robust as autologous CAR T-cell therapies. Graft-versus-host disease (GVHD) can be seen with allogeneic T-cells. Not the safest of drugs either! HTTP://www.webmd.com/multiple-sclerosis/news/20131230/fda-rejects-ms-drug-lemtrada HTTPS://www.fda.gov/Drugs/DrugSafety/ucm082681.htm	marcusl2	Read Full Thread Reply
18/8/2017 19:42	HST - yes I think we are on the fast train now. Totally agree with you.	icejelly	Read Full Thread Reply
18/8/2017 19:14	I'm not in bash doc mode, as I'm currently at peace with the world. We all talk our own book to some extent - it's human nature and we can't help it - like an unconscious bias. This is just the way it is. So we see the upside of OXB and downplay the worst case. Someone who isn't currently a shareholder could easily see that the other way around. Perhaps the best example of this is that we see the positive stuff in trials with OXB's current partners (example number 1 being Orchard) as being a possible future upside from here, whilst someone on the outside sees other positive stuff in trials by people who aren't our partners as being a possible future downside for OXB But, we can argue black is white until we are blue in the face (one for the synaesthetics amongst us there) and it won't make a jot of difference. I own more shares now than I did at the beginning of the year, which probably makes me more biased. I'm still not 100% convinced that it was the sensible thing to do as I already held enough, but the 10-0 vote by the advisory panel followed by the drop in share price proved too tempting for me. The message from the interims contained nothing which made me feel that I'd done the wrong thing. So now we will see.	harry s truman	Read Full Thread Reply
18/8/2017 17:35	The interim results on the 17th look to be good and show progress. This company is now only marginally loss making, cash burn should be down however cash flow was not as good as previously. IMHO with caution I think this will be both profitable and no longer cash burning in the not to distant future. Technologically they seem to be making progress in their ability to make stuff.	freddie ferret	Read Full Thread Reply
18/8/2017 17:29	doc - I agree that approvals etc will all help lure investors in doc was 'lured' in to prm? trapped?	icejelly	Read Full Thread Reply
18/8/2017 17:09	#26041 funniest post of the year imho!	prambigear	Read Full Thread Reply
18/8/2017 17:07	I'm out of touch. Is the_doc in or out?It's difficult to to tell from his posts.	r0bt	Read Full Thread Reply
18/8/2017 16:54	Couldn't resist it, only bought 30414, an odd amount but it takes my holding to a nice , rather large (for me) round figure	the lockkeeper	Read Full Thread Reply
18/8/2017 15:33	Novartis spent close to $9 billion on R&D last year, about 18% of revenue. The pharma giant spent more than $9 billion on R&D the year before that, and it will do the same in 2017. HTTPS://endpts.com/preemptive-shaming-assault-on-novartis-car-t-pioneer-underscores-a-disconnect-on-rd-costs/	marcusl2	Read Full Thread Reply
18/8/2017 13:02	"marcusl218 Aug '17 - 09:12 - 26031 of 26036 1 0 I think that the institutional investors will like the finances and prospects after approval but by this time next year when more contracts/deals have been made and CTL 019 is treating Dlbcl and the other CAR Ts are closer to approval, this valuation will be a distant memory. It is a waiting game." yes and no. I agree that approvals etc will all help lure investors in Just bear in mind that DLBCL figures and other indications are all already in the consensus forecasts. Over the next year, there will be updates on allogeneic products. Positive progress there should have a heavy impact on forecasts for lentivector orders	stocktastic	Read Full Thread Reply
18/8/2017 11:44	Good to post it again LimaJane as some may not have read it; HTTP://time.com/4895010/cancers-newest-miracle-cure/ June and Porter have since calculated that the T cells obliterated anywhere from 2.5 lb. to 7 lb. of cancer in Ludwig's and Olson's bodies. "This therapy is utterly transformative for this kind of leukemia and also lymphoma," says Stephan Grupp	marcusl2	Read Full Thread Reply
18/8/2017 11:39	Oh dear!, think I might have to buy some more on this mini dip, when will they find a cure for my OXB addiction? Hope I will have made enough profit by then to pay for it ?	the lockkeeper	Read Full Thread Reply
18/8/2017 11:25	It's a massive improvement for the company with 26% increase in revenue while dramatically reducing operating cost. We also got upfront payment from Novartis which increased our cash balance to £22.1 million. It's a very positive news overall.	sarpanch	Read Full Thread Reply
18/8/2017 09:40	Article in Time magazine - apologies if posted already! hxxp://time.com/4895010/cancers-newest-miracle-cure/?xid=homepage	limajane	Read Full Thread Reply
18/8/2017 09:12	To be fair, with this share, the price will strangely go up a few days before the news and then drop on the day... business as usual for OXB.	xia	Read Full Thread Reply
18/8/2017 09:12	I think that the institutional investors will like the finances and prospects after approval but by this time next year when more contracts/deals have been made and CTL 019 is treating Dlbcl and the other CAR Ts are closer to approval, this valuation will be a distant memory. It is a waiting game. I am confident that the cost of autologous CAR T will reduce substantially and it will be used earlier in the disease. That should greatly increase earnings.	marcusl2	Read Full Thread Reply
18/8/2017 09:02	And when that news comes it wouldn't surprise me if the share price goes down! That's what seems to happen when good news comes out. Of course I hope not.	icejelly	Read Full Thread Reply
18/8/2017 08:55	Apologies if this is beginning to sound like a stuck record, but we are still in this phony war period and will be until the FDA verdict. People (most people anyway) want reassuring before committing their money.Post FDA decision (assuming the likely happens) then this becomes a different company.	harry s truman	Read Full Thread Reply
18/8/2017 08:40	Thanks Northstand.	marcusl2	Read Full Thread Reply
18/8/2017 07:49	Up to $75m a year.. but possibly $100m if the analyst consensus is delivered	mr roper	Read Full Thread Reply
18/8/2017 07:20	HTTPS://www.thetimes.co.uk/edition/business/oxford-biomedica-narrows-losses-xtr8t6tlq An Oxford University spinout behind a pioneering gene therapy has reported a strong rise in revenue. Oxford Biomedica said that operating losses fell to £2.2 million in the six months to the end of June, an improvement on the £6.9 million loss a year earlier, on revenues up 26 per cent to £15.7 million. The revenue growth does not include the $10 million upfront payment from Novartis, which was agreed last month as part of a $100 million commercial and clinical supply deal with the Swiss drugs company. Under that deal, Oxford Biomedica’s technology is being used in a therapy developed by Novartis to treat children with leukaemia. The treatment, called CTL019, would be the first gene-altering treatment to reach the market if it is approved. America’s Food and Drug Administration are due to make a ruling in October, but investors expect officials to give the green light after an advisory panel to the regulator overwhelmingly approved it last month. The company’s shares, listed on London’s main market, had rallied by more than 40 per cent before the advisory approval in anticipation of positive news. Oxford Biomedica has begun ramping up production of its “lentiviral vectors technology” in Oxford, having had inspection approval from the FDA and the UK’s Medicines and Healthcare products Regulatory Agency and is set to see a rise in its revenue as it receives royalty payments from Novartis. Jefferies, the company’s house broker, has forecast peak worldwide sales of at least $1 billion, with up to $75 million a year going to Oxford Biomedica. The consensus among analysts is almost $1.5 billion per year by 2023. Novartis is seeking to sell the drug in Europe and hopes to extend the therapy to other conditions, including lymphoma in adults. John Dawson, the chief executive of Oxford Biomedica, said that the lymphoma market was “much bigger”. “When that starts to sell in 2018 we will see revenue grow very quickly.” The positive developments are particularly welcome for Oxford Biomedica, which has struggled with financial problems in the past. It refinanced a loan with Oaktree Capital Management this summer, which had been used to update facilities in Oxford, where it has more than trebled its workforce over the past two years.	northstand	Read Full Thread Reply

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