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
  +0.36p +3.59% 10.40p 10.20p 10.52p 10.72p 10.00p 10.10p 8,644,597 16:35:20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 27.8 -20.3 -0.6 - 323.14

Oxford Biomedica Share Discussion Threads

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DateSubjectAuthorDiscuss
19/1/2018
21:54
Novartis Full Year report this Thursday... HTTPS://www.novartis.com/investors/event-calendar#ui-id-1=0 Might be some snippets
trovax
19/1/2018
21:15
Excellent research HST & Marcus, I share your optimism regarding prospects for OXB- especially as we're into positive cash flow territory, after decades(?)in the doldrums. Should be an interesting year for OXB, their SP,and their LTH.
old sage
19/1/2018
19:59
This great era that we have been waiting for is here, and we now have a therapy that works for patients who don't have any other options. How have you noticed the approvals of axicabtagene and tisagenlecleucel impacting the treatment landscape? We have seen a big uptake in referrals. People with large cell lymphoma have a great chance at cure. Frontline treatment cures 60% to 70% of patients, and if they relapse, second-line treatment cures about 25% of patients. Historically, patients who don't respond to the second-line treatment have no options, and their 1-year survival rates are somewhere around 10%. Therefore, these patients would not have been referred to major centers, historically; they would have been managed locally and in a palliative manner. However, now we are seeing all of these patients being referred because they believe there is finally an option that can work. Everyone has a good chance. HTTP://www.onclive.com/web-exclusives/considerations-for-car-tcell-therapy-in-nhl
marcusl2
19/1/2018
19:16
Pram, I can't help but think that your recollection of what Peter said "but brought back to life a decade... later" applies equally well to OXB as a whole. By that I mean 2008 OXB's major hope of the TroVax TRIST trial gets halted. OXB does the one step forwards, two back then one forwards again shuffle for the next decade. But now, 2018, profitable on a month by month basis? More indications for the Novartis drug which LV is a part of? Possibility (after maybe seeing a star in the east) of JD pulling a rabbit out of the hat with something new too?
harry s truman
19/1/2018
19:05
... or as OXB become better financed, or who's reputation becomes so much better that their assets become better appreciated. (Shame for the potential patients though).
prambigear
19/1/2018
18:10
Marcus, Harry - thank you both for an illuminating discussion. Pram - maybe that will happen as gene therapy becomes increasingly accepted as mainstream. rrr
rrr
19/1/2018
16:17
I agree with both of you from everything I have heard from people in the company. However, I also recall the very experienced director Peter Blake (?) reminding the audience at an AGM that he could list several cases of drugs that had been shelved but brought back to life a decade or more later.
prambigear
19/1/2018
16:11
I'd agree with that too. It's sad because RetinoStat would have been an outpatient injection, but if the business case is not there then they won't do it. Just have to wait and see - never say never, etc. - but it has been a long time now with that since the end of the first trial.
harry s truman
19/1/2018
15:59
Maybe. Was it Peter Nolan who said it would need a company with big pockets to move it forward? I am much more hopeful about the other candidates, particularly Prosavin II.
marcusl2
19/1/2018
15:56
Marcus, I'm pretty sure we've seen something on here regarding the difference in cost between Lucentis and Avastin (extremely similar drug made in the same factory but marketed for a different disease). The bottom line is that Lucentis has paid back development costs many times now, so it's just a case of keeping market share (and the profit at whatever price is needed to keep market share). They can theoretically cut the price so low that more expensive treatments would never pay back. For what it's worth I agree with your last line, but before paying for a P3 I'm sure this would be one of the things that made Sanofi drop it.
harry s truman
19/1/2018
15:36
It`s at I/II trial prep. They stopped spending on the trials but are hoping for licence/ spin out. Retinostat may need reformulated as efficacy was not good enough if I understand it correctly. If I had wet AMD I would be paying for a one-off gene therapy instead of regular eye injections.
marcusl2
19/1/2018
15:32
rrr, If you want my 2 cents, then they'll do nothing with it other than try to sell it as it is. Sanofi had 2 dogs in this fight, which were AAV2-sFLT01 (wholly owned) and RetinoStat (via licence deal with us). It is a while now, but I seem to remember that both were on a par in the early trials and it was expected that Sanofi would take one forwards into a bigger dose / bigger trial. They dropped both. When returning RetinoStat to us for free, they said something nice to the effect that they thought it worked but that the Wet AMD market was going to be saturated, so they weren't going to spend the money. They were happy to take StarGen and UshStat further (very similar drugs as you know) because those needs were unmet and it made much more business sense. OXB have had a long time to spin out RetinoStat. Must be 5 years now since the trial ended? Not a sniff. Sanofi have similar clout to Novartis and the cost of further RetinoStat trials would not have been onerous for them. They considered it and gave it away. I remember a YouTube presentation by OXB (in Japan I think) where they had a slide regarding eye opportunities for our delivery method, the last 5 of which had no competition / unmet need. These were glaucoma, juvenile glaucoma, LCA10, uveitis, retinitis pigmentosa, x-linked retinitis pigmentosa and choroideraemia. Perhaps one of those is more likely as a way forwards - following proof of concept in RetinoStat / UshStat / Stargen. As for your question to Marcus about EncorStat, then that's the one with the government grant I think - so there will be something going on.
harry s truman
19/1/2018
14:56
rrr, I would think so, based on other products. One thing to bear in mind - biosimilars of Lucentis and by that time, also perhaps Eylea, will be available, so that could impact pricing somewhat.
stocktastic
19/1/2018
14:37
How far's the corneal agent got now marcus? (Incidentally, typo - EncorStat is OXB 202 not 102.) For me 201, RetinoStat, is the big one. It may work in diabetic retinopathy as well as AMD I think (my own opinion). Did I not read that here recently too? Did you post something to that effect? rrr
rrr
19/1/2018
14:11
It would be nice to get advances in these this year. OXB 102 Neovascularisation is an important risk factor for corneal transplant rejection, and therefore a treatment addressing this group of patients has a sizeable market opportunity. Oxford BioMedica’s research indicates a potential market opportunity of between £120 million and £415 million. OXB 302 With a large number of cancers expressing the 5T4 antigen, OXB-302 has significant market potential if successful in any of its target indications. OXB 102 Parkinson’s disease is an area of significant unmet medical need, presenting a major market opportunity. The disease affected 2.3 million patients in the US, Japan, UK, France, Germany, Italy and Spain in 2011, with the treatment market expected to reach US$3.5 billion in 2018. Oxford BioMedica estimates the market opportunity for SAR422459 totals approximately $500 million. Current standard treatments for wet AMD and other related ocular conditions achieved global sales of more than approximately US$7 billion. These require frequent repeated dosing, and as OXB-201 is designed as a single administration this would provide a significant market opportunity for the gene therapy.
marcusl2
19/1/2018
13:56
Bluebird Market cap $ 8.928 B
marcusl2
19/1/2018
13:47
Yescarta was just over 6 months That experience would help the FDA review Kymriah in DLBCL and in theory, it could get approved more rapidly, but 6 months, 5 months, it becomes rather immaterial, no? IMO the approval and royalties from 3L DLBCL are adequately priced into OXB's share price - although that doesn't stop the market from pricing in more. I would focus on ProSavin - that's what could make the stock. The benefits from Kymriah should not be priced in much more
stocktastic
19/1/2018
13:32
Let`s hope so. Novartis announced FDA and EMA accelerated approval together. I wonder when they were actually informed and when approval will be? Oct + 5 months ( the time FDA took with ALL) is March but I reckon much sooner. I may be wrong.
marcusl2
19/1/2018
13:31
Be nice to see OXB breakout from 11p
volsung
19/1/2018
11:42
Ticking up very nicely on low volume at the moment, isn't it? I hope this is a sign that our long term seller is finally out.
harry s truman
19/1/2018
09:25
wave5 Celgene buying Juno is about gaining products it doesn't have Novartis has what it needs from OXB in terms of CART. The only point there would be to buy the future royalty stream, but enough of that looks priced in already, so it would NOT be peanuts. Novartis would only buy if it wanted ProSavin - which was rumoured long ago and of course, Novartis is/was a key player in PD. I agree that the appetite for a ProSavin deal should now be better than ever
stocktastic
19/1/2018
09:20
Well aware that my scenario is wishful thinking but remain convinced something has been going on behind the scenes, hence the huge volume spikes.
wave5
19/1/2018
09:20
Well aware that my scenario is wishful thinking but remain convinced something has been going on behind the scenes, hence the huge volume spikes.
wave5
19/1/2018
09:19
HTTP://www.onclive.com/onclive-tv/dr-maloney-on-targets-for-car-tcell-therapy According to Maloney, there are ongoing trials of targeting CD22 and CD20, as both can be combined in the same molecule. Just as you would treat a serious infection with mutiple antibiotics to prevent resistance, there may be a possibility to treat with 2 different CAR T-cell therapies, Maloney adds.
marcusl2
19/1/2018
09:11
I think they will Biopop. Potentially a lot of value with it CAR T 5T4 etc.
marcusl2
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