Oxford Biomedica Share Discussion Threads

[kingzog] 31/10/2020 14:26

HTTPS://www.fool.co.uk/investing/2020/10/30/did-oxford-biomedica-just-find-a-new-treatment-for-parkinsons-disease/Very encouraging analysis of OXB

[harry s truman] 30/10/2020 20:35

Good speech KK. We are in a mad world at the moment, but at some point they have to declare an end to the testing phase of this crisis (else it will never end) and just let people get back on with their lives. When that happens I'm sure that a lot of stocks will start to rebound - including OXB. We will have an end of year Christmas sweep, but Thanksgiving weekend seems a natural start for that. If JD does get his deals in then who knows...

[kymriahkardashian] 30/10/2020 19:50

Thanks very much Harry. Would like to take this opportunity to thank you and the other board members for all the excellent research and analysis I have read on here over the last few years. Helping understand what can often be quite a complicated science (for me anyway). Will cherish my tier 3 socially distanced prize but dream of better things to come next year.

[pharmaboy3] 30/10/2020 19:40

AZN covering all bases.That name Lonza keeps popping up.!!HTTps://www.fiercepharma.com/manufacturing/astrazeneca-taps-lonza-to-churn-out-drug-substance-for-covid-19-antibody

[freddie ferret] 30/10/2020 19:25

Actually it would have been better if he was not the wimmer, rather somone down the bottom of the list??

[harry s truman] 30/10/2020 18:30

Well, on a close of 804 I now declare KymriahKardashian the Halloween sweep winner. Sadly the presentation will be socially distanced for tier 3, but well done anyway. 750 robs12 833 KymriahKardashian 840 timax 848 digger 850 antreg 861 avc0nway 865 jasie 869 mr_mike 880 catch007 888 pb3 889 hopeSprings 890 trovax 899 elsol 902 boadicea 911 ewads 916 northstand 920 effham 925 fhasson 941 marcus 975 2upthespurs 987 icejelly 999 riskblue 1010 swans 1031 dmorford 1066 bunlop 1200 sturichardson 1250 gh 1299 sharelog 1313 hst 1380 flc 1400 don corleone 1428 gareth 1959 Abd009

[jasierock] 30/10/2020 17:36

#10366 Dom I would bet that you are fairly 'on it' there. Funny times mind you, nothing seems very normal right now and I'm certain that causes jitters.

[harry s truman] 30/10/2020 15:53

Re the odd RNS about AXGT production delays with OXB, I'm reminded of the TRIST halt where we quickly went from cutting our cloth after a setback, to having a full set of ocular prospects partnered with Sanofi. That period of uncertainty didn't last for long, but it was long enough for OXB to lose their place in the contract manufacturer's queue and that put RetinoStat back over a year. Perhaps it's a similar issue there with AXGT.

[harry s truman] 30/10/2020 15:46

One of my few good decisions of late was to take the medicine on that little flutter and sell at a loss on the news that they were now running the 3rd dose and pushing everything backwards. It's not the end of the world for AXGT and at some point in the future they still have a PD treatment, it's just at least a year further away now. Somewhere between here and there is a price where very brave people fill their boots and wait for good trial results or a buyer for the whole company.

[trovax] 30/10/2020 15:26

Axovant tanking

[marcusl2] 30/10/2020 13:26

by Dan Stanton Friday, October 30, 2020 7:26 am Novartis has tripled production capacity for its commercial CAR-T therapy Kymriah over the past year and continues to ramp up through a deal with Japan’s Foundation for Biomedical Research and Innovation (FBRI). HTTps://bioprocessintl.com/bioprocess-insider/facilities-capacity/novartis-continues-kymriah-capacity-expansion-with-japanese-cdmo/

[marcusl2] 30/10/2020 13:20

U.K. Accelerates Reviews of Pfizer and Astra-Oxford Vaccines The U.K.’s drug regulator has started accelerated reviews of Covid-19 vaccines under development from Pfizer Inc. and AstraZeneca Plc, as Britain gets ready to approve the first successful shot as quickly as possible. The U.K. Medicines and Healthcare Products Regulatory Agency started a so-called rolling review of the Pfizer vaccine in recent weeks, according to a person with knowledge of the situation who didn’t want to be identified because the procedure hasn’t been announced publicly. The agency is also conducting an expedited review of Astra’s vaccine, which the company is co-developing with the University of Oxford, a spokesman for Astra confirmed. Astra shares erased losses, trading 0.2% higher in London. Pfizer rose 0.5 HTTps://www.bloomberg.com/news/articles/2020-10-30/pfizer-astra-vaccines-said-to-be-in-accelerated-u-k-reviews

[marcusl2] 30/10/2020 13:11

I don`t understand the length of delay either.

[dominiccummings] 30/10/2020 11:06

I believe that OXB said that they would build out a Fill 'N Finish suite in OxBox. Not that I see what that has to do with it.

[the lockkeeper] 30/10/2020 11:03

Bit confused with this, CMC delay could just be down to FDA dragging there heels, but 3rd party fill&finish? Is that down to OXB? If so struggling to understand why, CV19 work has resulted in new capacity coming on stream quicker that woul have otherwise been the case.Any ideas?

[dominiccummings] 30/10/2020 10:08

#10353 Jasierock29, to be clear, although the selling p1sses me off a little, I am not at all convinced that it is because they judge the future to be less exciting than the past. The encouraging thing is that the price holds up pretty well, considering the selling. The institution selling has built up their huge holding at the bottom end of our prices and sit on a massive profit. At the same time, they have the bulk of their other investments sitting at losses. Added to this, there is probably a net withdrawal of funds from investors that has to be met with cash flow from somewhere. Ergo, sell part or all of their 'winner' to protect the overall fund. When they are finished, the share price will continue its rise.

[pharmaboy3] 30/10/2020 08:23

Thanks cp.Excellent analysis .

[marcusl2] 30/10/2020 08:08

Novartis is going deeper in hematological malignancies, reaching patients with other cancer types and evaluating next-generation CAR-T cell therapies that focus on new targets and utilize new technologies. HTTps://www.novartis.com/news/media-releases/novartis-expands-kymriah-manufacturing-footprint-first-ever-approved-site-commercial-car-t-cell-therapy-manufacturing-asia?utm_campaign=2020-media-release&utm_medium=social&utm_source=twitter&utm_content=image-landscape-card

[cottonpickers] 30/10/2020 07:34

Yes. There are various sites now. This taken from the articleNovartis has the largest geographical CAR-T cell therapy manufacturing network in the world, including seven CAR-T manufacturing facilities, across four continents. Commercial manufacturing for Kymriah now takes place at five sites globally including at the Morris Plains, New Jersey facility, where the US Food and Drug Administration (FDA) recently approved a further increase in manufacturing capacity.

[pharmaboy3] 30/10/2020 07:16

Do we receive royalties ?

[pharmaboy3] 30/10/2020 07:14

Here is our rns.Just repeats axovant rns.Oxford Biomedica PLC - Axovant update on AXO-Lenti-PD and virtual R&D day #OXB @OxfordBioMedic HTTps://www.voxmarkets.co.uk/rns/announcement/c21c2ccb-05e7-497b-8784-74ddc3ba370d #voxmarkets

[taffy100] 30/10/2020 06:30

Friday 30 October, 2020 NOVARTIS AG CHF0.50(REGD) Novartis expands Kymriah® manufacturing footprint with first-ever approved site for commercial CAR-T cell therapy manufacturing in Asia hTtps://www.investegate.co.uk/novartis-ag-chf0-50-regd-/gnw/novartis-expands-kymriah--174--manufacturing-footprint-with-first-ever-approved-site-for-commercial-car-t-cell-therapy-manufacturing-in-asia/20201030061500H5141/

[pharmaboy3] 30/10/2020 06:14

We should expect RNS from OXB based on Axovant update.Hopefully its a backlog of NVS et al, orders at market pricing However if its AZN vaccine at cost ,but we save the world ,then thats good too !!

[freddie ferret] 30/10/2020 01:35

This lot take some reading but may be of interest. hTtps://science.sciencemag.org/content/370/6515/404.full hTtps://science.sciencemag.org/content/370/6515/eabd4585?ijkey=b241877392347016d4d1c5a47db90b922272125f&keytype2=tf_ipsecsha hTtps://science.sciencemag.org/content/370/6515/eabd4570?ijkey=153062fe669ae710cebed2dfadc93563704d3d5e&keytype2=tf_ipsecsha