Oxford Biomedica Share Discussion Threads

[philh75] 30/11/2022 21:15

Roch & Stuart also said 2023 is the launch of their product strategy. Lots of news next year I think on these programmes.

[marcusl2] 30/11/2022 21:08

It all adds up H and hopefully more to come.

[harry s truman] 30/11/2022 20:52

Great list Marcus. Let's hope that at least some of it makes OXB's Christmas list ;)

[marcusl2] 30/11/2022 20:33

highly promising early results for CAR T therapy in a small set of patients with the autoimmune disease lupus.
HTTPS://theprint.in/health/study-car-t-cell-therapy-reaches-beyond-cancer/1233993/

[marcusl2] 30/11/2022 20:29

I think this is pretty up to date ,Car T 5T4 must be close to Phase I now

Proprietary in-house product development

• Select set of products being developed for which external funding will be sought
• Lead programme: OXB-302 – Acute Myeloid Leukaemia, CAR-T therapy for AML targeting 5T4 – preparation for clinical trial initiation ongoing

• Liver gene therapy – liver is an attractive target for Lentiviral vectors due to potential one-off therapy to give life-long benefit

• In vivo CAR T generation for greater patient access and superior efficacy. Off the shelf, reduced COGs direct reprogramming of patient's cells

AXO-Lenti-PD – Parkinson’s Disease
• On 31st January 2022, Oxford Biomedica was informed by Sio Gene Therapies of their intention to return the rights for AXO-Lenti-PD. We plan to out-license the programme again to a suitable partner

Kymriah®1 r/r ALL / r/r DLBCL
2nd CAR-T Cancer (multiple)
3rd CAR-T Cancer (multiple)
4th CAR-T Cancer (multiple)
5th CAR-T Cancer (multiple)
1st CAR-T /
TCR-T
Undisclosed
2nd CAR-T /
TCR-T
Undisclosed
3rd CAR-T /
TCR-T
Undisclosed
4th CAR-T /
TCR-T
Undisclosed
5th CAR-T Undisclosed
6th CAR-T Undisclosed
OTL-201 MPS-IIIA
Other Undisclosed
CAR-T Cancer (multiple)
CAR-T Multiple myeloma
CAR-T Undisclosed
CAAR-T mPV (autoimmune)
TCR-T Undisclosed
CAR-T Undisclosed
CFTR gene Cystic Fibrosis
Ocular gene Inherited retinal
disease
AZD1222 COVID-19 Vaccine
BMS
Currently working on six active projects – First licence to TCR-T products
• As part of the agreement Juno / BMS will have access to Oxford Biomedica’s new 84,000 sqft
commercial manufacturing centre, Oxbox
• Juno / BMS are able to initiate additional projects in the future

14/09/2022
Oxford Biomedica Solutions signs agreement with new partner for AAV platform
HTTPS://www.oxb.com/system/files/corporate-presentations/OXB%20Presentation%2024%20Aug%202022.pdf

Homology
HTTPS://clinicaltrials.gov/ct2/show/NCT05238324
HTTPS://clinicaltrials.gov/ct2/show/NCT04768348

[harry s truman] 30/11/2022 20:21

I wouldn't take any offence mike, as I'm sure it wasn't meant that way.

My personal opinion is that although ProSavin Mk2 still looks like it could be a good help for people with late stage PD, there are many other possibilities from OXB's current prospects which are likely to happen much sooner.

As we learned with our coronavirus vaccine work for AZ, even at a less than commercial rate, there was still an awful lot of money to be made simply in manufacturing and development for other people.

If the production capacity which the Serum Institute has reserved with us (for 10 years) is actually going to be used as a manufacturing site for the R21/Matrix malaria vaccine (and if it's not for that then what is it reserved for?) then that's likely to be a very big multi-year earner for OXB starting very soon.

We just have to wait and see.

[mr_mike1] 30/11/2022 20:05

Thank you Harry for your informative response, as ever. Not quite sure why the other response is worded in such a strange way.

[dominiccummings] 30/11/2022 15:24

"I haven't recently been tracking this bb"

No. You haven't have you.

Check with Sio why don't you?

[harry s truman] 30/11/2022 15:24

In a recent webcast (this year, but not sure which one) Stuart said that they had 2 companies interested in taking over Axo-Lenti-PD (ProSavin) from Sio (Axovant).

He added that nothing would happen until the official end of deal which Sio had basically given us back.

Where we are with that I'm not sure. If 2 companies were interested earlier this year then I assume that they still are, but experience has taught me that deals are never quick (unless it's for a government sponsored vaccine) and the lawyers doing the final split between us and Sio will take as long as they take.

[mr_mike1] 30/11/2022 14:45

Hi guys, can someone update me on where we are with prosavin (or whatever siox called its successor)? The preclinical and initial clinical trails seemed very encouraging but it's now gone completely quiet after siox handed it back. Is it still on the back burner? Why are no other pharmas interested in developing it?
Apologies if this has already been discussed; I haven't recently been tracking this bb.

[harry s truman] 30/11/2022 14:20

We're still due contract deals by the end of the year and the huge phase 3 malaria trial (as per Professor Hill's advance paper, the first to meet the WHO target of 75% efficacy) officially ends tomorrow, so I think there's reasonable hope here of a much better finish to the year (and definitely a better start to the new year).

Unfortunately the quarterly review for readmission to the FT250 is the closing bell tonight, so it looks like the end of February is our next chance.

[gareth jones] 30/11/2022 12:43

It would be nice to breach the 400p barrier soon. Not knocking on the door just yet but looking promising.

[pharmaboy3] 29/11/2022 07:35

AZN moving into T cell area,hunting down solid tumoursAstraZeneca PLC - AstraZeneca to acquire Neogene Therapeutics #AZN @AstraZeneca https://www.voxmarkets.co.uk/rns/announcement/450c977e-9ff1-499b-81b4-edb67b06946d #voxmarkets

[gareth jones] 28/11/2022 18:16

On target, 2%, 13th March.

[marcusl2] 28/11/2022 08:24

I think OXB will start its recovery now.

Craig is also keen on Oxford Biomedica, which sprung to fame when it started making the Covid-19 vaccine for AstraZeneca.

Globally acknowledged as a specialist in cell and gene therapies, the group was a stock market darling during the pandemic but the shares have tumbled 72 per cent over the past year to £3.75.

Midas verdict: Stock market newcomers have had a rough time this year and many flotations have been pulled before even reaching the finish line. Conviction Life Sciences Company should make the grade, however.

The UK life sciences sector has been overlooked and underfunded for years but it is packed full of fascinating companies working their utmost to find cures and treatments for some of the most pernicious diseases in the world.

Craig is hoping to raise between £50million and £100million initially, building up to more than £200million.

[money multipier] 27/11/2022 18:58

Cheers Antreg, link to Mail article:
hTTps://www.thisismoney.co.uk/money/investing/article-11471939/MIDAS-SHARE-TIPS-life-sciences-start-wealth-booster.html

[antreg] 27/11/2022 12:55

A mention in the Sunday Mail.

[catch007] 26/11/2022 00:24

Maybe the market view is changing. Positive CEO appointment and we are seeing underlying strength & support in share price long may it continue.

[harry s truman] 25/11/2022 15:30

Before the Yarnton factory is approved on 13 January 2016 we have just 1 production suite in Harrow House. That's basically it and when it was working for Novartis on CAR-T vector production it couldn't do anything else.

The closing share price on 27th November 2015? 313p

As of today there are 7 approved production suites in Oxford with 3 more to be completed at OxBox - plus the approved production facilities for AAV in Boston.

So much more than 7x the production capacity today (some of the existing suites and all of the new ones planned can take more than one bioreactor at once) and I'm not including in this the 3 off 500 litre bioreactors in Boston.

The closing price today, 7 years later with an absolute minimum of 7x the production capacity and a long list of customers besides Novartis? Probably mid 370p per share.

Appreciate there has been some dilution since, and that an awful lot of people (especially those who read the Times) still see OXB as a coronavirus vaccine one trick pony play and currently in a redundancy situation, but there's something very wrong there with the current market view.

[gareth jones] 25/11/2022 14:47

Christmas Day?

[marcusl2] 25/11/2022 10:43

If you are bored, what date for 3% every day Gareth ;-)

1st Oct 21 £15.22
1st Oct 22 £3.23
1st Oct 23 ?

[dominiccummings] 25/11/2022 08:59

Err.... did you factor the drops in?

[gareth jones] 25/11/2022 08:55

On a quiet morning waiting for the football to start, I’ve got my slate and chalk out. Using my Grade C “O” Level Maths, I believe if OXB rise by 2% every trading day, then our year high of 1390p will be hit on 13th March. Nice start to Spring? I can show my workings if anyone has the slightest interest. Passed a few moments.

[marcusl2] 24/11/2022 20:15

Ebola vaccine
'The Serum Institute of India used the University's adenovirus manufacturing techniques to make over a billion doses of Oxford's adenovirus-based COVID-19 vaccine. One of the key advantages of this vaccine is that it should be possible to produce it at very large scale, if needed, using the same tried-and-tested methods.'

HTTPS://www.ox.ac.uk/news/2022-11-17-oxford-s-ebola-vaccine-recommended-deployment-against-uganda-outbreak

[marcusl2] 24/11/2022 10:01

OXB (and Scancell SC2811) should work with Carl June.

Of 7 pts who are evaluable for response (DLBCL 3, THRBCL 1, MCL 2, FL 1), the ORR at M3 is 100% (CR 57%, PR 43%). Of the 3 pts with PR at M3, 1 pt was re-treated with huCART19-IL18 at M4 (achieved CR at M3 after re-treatment and remains in CR),

HTTPS://ash.confex.com/ash/2022/webprogram/Paper162393.html