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Share Name Share Symbol Market Type Share ISIN Share Description
Oxford Biomedica LSE:OXB London Ordinary Share GB00BDFBVT43 ORD 50P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -21.00p -2.91% 701.00p 700.80p 705.10p 722.10p 700.80p 722.10p 29,886 11:03:49
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 37.6 -11.8 -0.3 - 462.94

Oxford Biomedica Share Discussion Threads

Showing 107726 to 107749 of 107750 messages
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DateSubjectAuthorDiscuss
09/12/2018
10:31
That's something that I hadn't really considered Marcus, but buying a few of those at $2 is a way to put a little stake on the other rough 90% of AXO-Lenti-PD earnings should the trial read out very well. I realise you appreciate already, but we know that ProSavin worked pretty well for Sheila's cohort. What we are waiting to see now is if the gene fused construct works as well (hopefully better) at the same doses and then if there is the expected dose effect with the new higher strength which hasn't been tried in people yet.
harry s truman
09/12/2018
08:09
I would say that Axovant is a buying opportunity. Market cap $209 with Riovant loaded and a super team of talent on board. They floated at $15 went to $24.99 then the drug failed, now at $2. We know Prosavin works so Sunrise-PD is quite de-risked in my book.
marcusl2
08/12/2018
22:04
Hello Beanol, I haven't studied Axovant in detail, but I think the gist is that they were set up as a Roivant division for CNS drugs (initially dementia and alzheimer's) and that the first two drugs they bought in from other people's pipelines haven't worked out so far. I've forgotten the name of the website now (maybe fierce biotech?) where it's a bit like the wild west for opinion pieces, but if it's not that then it's a similar website, and I remember reading a few pieces where both the main body and the comments below showed that US investment community wasn't best pleased that things hadn't worked out in the way originally hoped. Essentially they are now being sold the possibility of AXO-Lenti-PD being 3rd time lucky and if I had been in the initial IPO then I'd probably be on the back foot with it too. All I would say to you is that things can change. Just as share prices tank on a halt or a bad result, they can often overshoot the other way on positive news. If the drug works then Axovant have no worries.
harry s truman
08/12/2018
21:31
HarryYes agree. But why has Axovant been taking such a hammering of its share price it seems disproportionate to the hopes we have for developments there next year to turbo charge the OXB sp?
beanol
08/12/2018
10:59
Hello PB, With the usual caveat that I'm not a medic, that reads to me like the modified T-Cells work for a bit and then they don't. In OXB's lab study with OXB-302 (what we used to refer to as CAR-T 5t4) which was published a while ago now, I seem to remember a similar thing in that at first it appears to work very well, then things revert. It's no use asking me why that happens as it's beyond my abilities, but I have noticed in some of Marcus's links that the two big hurdles in CAR-T for solid tumours seem to be making the tumour recognisable to the treatment and making the treatment durable. Without both of those we'll never see the results with solid tumours which we have seen with the "soft" blood cancers - i.e. no detectable disease in the ideal patients post treatment. I'm sure that I've made a very complicated problem sound simple there, and it's plainly not as some of the smartest people in the world have been working on this problem for a long time. However, sooner or later someone will hopefully find a solution. Maybe a drug combination, maybe something else - and even if that organisation is unconnected to OXB in any way then it would still be a good result for humanity. People have been trying to do this for a long time though. I'm still of a mind that Axovant is our biggest chance of a game-changer in the coming year (of the possibilities we know of at the moment that is). A year soon passes, well they do for me these days anyway, and if the PD treatment shows good promise in the early and mid dose cohorts then I think Axovant will start looking at different strategies to make OXB a group company upon an outcome where the high dose cohort returns the kind of response which they are hoping for. Meanwhile though, OXB have a first full year profit to report and Novartis will continue to pay us manufacturing fees for their growing CAR-T program.
harry s truman
08/12/2018
08:19
Latest CAR-T results with breast cancer.Sounds promising Https://www.onclive.com/conference-coverage/sabcs-2018/initial-results-of-car-tcell-therapy-study-show-tolerability-in-vivo-expansion-in-tnbc
pharmaboy3
07/12/2018
23:36
I'm fine with it Pram and hadn't taken my ball home (phone battery needed charging that's all). I think it's probably a bit OTT to do a year end review (in the non-theatrical sense), but what a year this has been. In so many past years we have spent hours here on the bb looking for a light at the end of the tunnel, often with no news to discuss other than the interim and full year statements (plus the fundraising prospectuses of course). In this one year (which isn't finished yet):- Licence Agreement and deal with Bioverativ for Haemophilia £3 million grant awarded by Innovate UK Kymriah FDA approval to treat large B-cell lymphoma (DLBCL) in addition to j-ALL Axovant Sciences Licence Agreement and deal for Parkinson's Disease UK CF / Boehringer Ingelheim / Imperial Innovations Partnership to Develop Lenti-CF Kymriah European Commission Approval for DLBCL and juvenile ALL. Work underway at old royal mail site for 3rd factory. In all likelihood that's it for 2018 now, but what a year. OXB's first profitable full year and what a list of future prospects. If any of us had predicted all of that for this year during 2017, then would it have been taken seriously? I think you know the answer to that one and consequently it's no wonder that JD has collected at least a couple of ornaments from the trade bodies this year.
harry s truman
07/12/2018
20:05
OK I'll quit the off topic joking now Mr President... ;-)
prambigear
07/12/2018
20:04
It's not surprising we get confused. I mean, without some proper 'balance' on the thread, how would we know!
prambigear
07/12/2018
19:52
It came as a shock to me too Pram, but when JD said that they were aiming for 30% of the world lentiviral vector market, I immediately thought that meant either competition on the horizon or perhaps that they were just deliberately trying to miss the other 70% to avoid it looking like they were showing off.
harry s truman
07/12/2018
19:32
Good Lord Mr. President Sir! There are OTHER companies out there developing things? Some of which compete with OXB. When did this start happening?
prambigear
07/12/2018
19:03
Momentum is building Gareth and it's nice to see. 11 working days until the end of the year now? OXB's financial year end is the same as the calendar year end and they will report a profit around March time. That's not an if or but, they will report their maiden profit-making year. About the same time the last two TroVax trials report (one of which is a combination trial) and Axovant tell us how the first dose went. So a possibility to be an interesting few weeks just on the anticipation of those alone. The reality is that other things are likely to have happened by then. JD isn't building the 3rd factory for nothing and in the last interviews that I saw he was definitely expecting to make more announcements. Meanwhile everything else on our pipeline stage moves steadily forward. Grateful as I am for the on the spot guidance and balance reminding me that OXB isn't the only drug development / vector delivery company in the world, I'm still really quite pleased to be holding these during this exciting period and remain hopeful that it will turn out quite well for us all.
harry s truman
07/12/2018
16:54
#2604 Yes, the_doctor, our competitor approved for some use in the UK before us. I wonder why? Might it be price? "The company has a commercial access agreement and the details are confidential. Axicabtagene-ciloleucel is given as a single intravenous infusion and approximately 200 people each year in England will be eligible for the therapy. NICE’s initial draft guidance did not recommend axicabtagene-ciloleucel as the therapy was not considered cost-effective. Further discussions between NHS England and the company led to a commercial agreement offering axicabtagene-ciloleucel at a lower price. After considering the evidence, the committee concluded that axicabtagene-ciloleucel for adults with large B-cell lymphoma or primary mediastinal large B-cell lymphoma can be offered through the Cancer Drugs Fund. Although axicabtagene-ciloleucel is promising, there are still uncertainties around the long-term outcomes and the potential side-effects."
prambigear
07/12/2018
16:44
Https://pharmaphorum.com/news/nice-gives-final-seal-of-approval-for-gileads-car-t-in-nhl/
jaws6
07/12/2018
16:39
Agreed Mr President Sir, a good week. Momentum is building and March 2019 hopefully will be a good month for OXB related news.
gareth jones
07/12/2018
15:17
Lymohoma news. This bispecific antibody targets CD20, like the currently available rituximab, but uses its other arm to recruit/ activate T-cells. Early stage data at present Regeneron records 80% complete response rate in lymphoma trial Monday, December 3, 2018 Regeneron’s CD20xCD3 bispecific antibody has achieved an 80% complete response rate in a small trial of patients with relapsed or refractory follicular lymphoma. The strong early signs of efficacy led Regeneron to target a 2019 start date for a potentially registrational phase 2 study
stocktastic
07/12/2018
15:07
Well, what a good few days. Started with a barrage of news from Novartis regarding their CAR-T plans and ended with Axovant confirming the trial still on track with wranglings for a possible shortcut in the wings dependant upon results. On top of that it looks like we're going to end the week in blue. If this keeps up then the end of year first prize signed photo of doc (giving on the spot guidance) will be slipping from lima jane's fingers and into the clutches of bountyhunter.
harry s truman
07/12/2018
11:07
Hopefully Kymriah to follow; HTTps://www.nice.org.uk/news/article/nice-recommends-a-cart-cell-therapy-for-adults-with-some-types-of-non-hodgkin-lymphoma
marcusl2
07/12/2018
07:19
At the American Society of Hematology meeting in San Diego, Donald B. Kohn, a member of Orchard’s Scientific Advisory Board, presented proof-of-concept data that showed the company’s experimental gene therapy OTL-102, which uses a self-inactivating lentiviral vector (G1XCGD), generated sustained levels of functioning neutrophils, which allowed the patients to fight infections on their own. According to the data presented at ASH, one year after treatment, six of the seven patients evaluated maintained 16 to 46 percent functioning neutrophils. The threshold target was 10 percent. That is the level needed to show potential clinical benefit and restoration of both biochemical function and immunity. Orchard is developing a suite of autologous ex-vivo lentiviral gene therapies to correct a disorder. Over the next few years, the company is eying potential regulatory approval for three different indications in Wiskott–Aldrich syndrome (WAS), adenosine deaminase severe combined immunodeficiency (ADA-SCID) and metachromatic leukodystrophy (MLD). The U.K.-based company is also hoping to begin clinical studies for a gene therapy targeting X-Linked Chronic Granulomatous Disease (X-CGD), a rare genetic immunodeficiency disorder where children are unable to fight bacterial and fungal infections. HTTps://www.biospace.com/article/orchard-ceo-touts-transformative-power-of-gene-therapy-following-ash-data-presentation/
marcusl2
06/12/2018
20:09
hTTp://www.oxfordbiomedica.co.uk/news-media/press-release/oxford-biomedica-notes-axovant-announcement-feedback-fda-regarding-axo First results, in two patients, expected in March 2019.
rrr
06/12/2018
15:53
Do you mind leaving the 'off topic' comments the_doctor. This is an OXB thread.
prambigear
06/12/2018
13:54
:) Roll on March ! The significance of this may not dawn on them.( Sorry. )
marcusl2
06/12/2018
13:52
Excellent Marcus, well found.The trial still has to be proved, but if it is then this news brings revenue significantly closer.Can we send this news to the other thread for some balance and grammar checking?
harry s truman
06/12/2018
13:23
FDA agreed in principle with the proposed approach to demonstrate compatibility between the current manufacturing process and the planned serum-free, suspension manufacturing process that will be used to support scale-up and commercialization. “We are pleased with the feedback received at our meeting with the FDA, which reaffirmed our strategy to view the ongoing SUNRISE-PD clinical study of AXO-Lenti-PD as a continuation of the previous ProSavin program, and part of a single development program,”
marcusl2
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