It's really interesting for any newbies ( and me!). Full disclosure, I am in at Euro 17 !Inspite of warning from Marcus !HTTps://www.linkedin.com/posts/max-de-brouwer-cfo_cart-celltherapy-immunotherapy-activity-7206360125152874496-dDW_?utm_source=share&utm_medium=member_android |
🚀 $CABA shows potential Immune Reset in SLE patient & benefit on clinical efficacy endpoints!
Safety
🔘4 day hospital stay + conditioning
🔘No CRS, No ICANS = no tocilizumab
🔘No infections during follow up
Efficacy
🔘 Complete B cell depletion by day 15
🔘 Improvement in disease scores
- IMNM patient: TIS of 30
- SLE Patient: SLEDAI-2K from 26 to 10
🔘Immune Reset: naive B cell repopulation observed |
Blackstone Inc. purchased a new stake in Cabaletta Bio, Inc. (NASDAQ:CABA - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 347,494 shares of the company's stock, valued at approximately $7,888,000. Blackstone Inc. owned approximately 0.81% of Cabaletta Bio as of its most recent SEC filing. |
And this is how it works: |
Relevant OXB RNS
Oxford Biomedica initially licensed its LentiVector® platform to Cabaletta Bio for their lead product candidate, DSG3-CAART. The agreement has now been extended to grant a non-exclusive license to Cabaletta under Oxford Biomedica’s LentiVector® platform IP for their CAR-T programme, CABA-201, a 4-1BB-containing fully human CD19-CAR T cell investigational therapy. Cabaletta Bio has received two IND clearances to date for CABA-201 and plans to initiate a Phase 1/2 clinical trial for patients with systemic lupus erythematosus and lupus nephritis and a separate Phase 1/2 clinical trial for patients with myositis. |
At week 12 of follow-up for the IMNM patient, the data show a decline in creatinine kinase from 617 at infusion to 308 and a total improvement score (TIS) of 30, which is consistent with the clinically meaningful improvement seen in the academic experience of a similar 4-1BB CD19-CAR T construct that also recently reported data from an IMNM patient.
At week 4 of follow-up for the SLE patient, the data demonstrated an improvement in the SLEDAI-2K (systemic lupus erythematosus disease activity index) score from 26 at baseline to 10.
Needs a medic really, but that looks good early data to me. |
Looking at the chart - the traders may think they need to rely on 3 quid to hold as support...nai etc
ps - chart support at £3 was never in doubt was it with the scale of committed shareholders here :) |
The spread appears to be 16.5p, so, over 5%. |
 For as long as I've owned OXB, the experience has been a bit like the old job description for commercial pilots - i.e. hours of boredom separated by a few hectic minutes - and repeat.
It's 6 weeks and 3 days since we had a really excellent presentation.
All circumstantial evidence (mainly job ads) suggests that Seb's sales team is bringing in new business in quantity.
We have seen lots of press stories to the effect that after a dreadful post covid period the work is back, for example:-
We can be reasonably confident that not a single insider buying (in the open period which normally follows the results) means that it wasn't open because they know something is about to drop.
What that is and the timing of it are anybody's guess, but it's plainly not "just" another customer or another contract pending which could be expected as part of our normal business (as that didn't stop them after the interims last year did it?).
Unfortunately watched pots never boil - and I should know as I've watched a few. We just have to wait.
On the upside, Cabaletta Bio is presenting initial clinical data from each of the first patients in the RESET-Myositis™ and RESET-SLE™ trials tomorrow.
We partner CABA-201 see and they have already presented excellent safety data. Could indirectly be a good news day for us. |
Someone must be topping up :) nai etc |
Perhaps because all railway lines end up in London? |
Dom,
I'm probably geographically biased with this one, but I wonder how much it costs to host an AGM in London? If they have the capability to host it in Oxford for little cost and minimal disruption then why not? |
Plutonian,
I'm not sure that we're differing here. I'm sure I remember (it is a long time now) JD when we bought the old Cobra building explaining that we cancelled our RetinoStat trial order when TRIST halted, then when Sanofi did the ocular deal we immediately reordered, but as well as losing our place and deposit, it also cost us 13 months as we went to the back of the queue again.
What I am saying is that whilst OXB made it very plain initially that it was for security of supply with our own drugs (Novartis later changing that and then our whole business) those cell lines and later the suspension tech can still only do some very specialised work. It could never do what the questioner suggested. |
I attended the AGMs for more than a decade, and valued the opportunity to speak to the board personally, and look them in the eyes. I didn't go Coid year of course, the following year was also 'virtual'. Last year they decided to make it in Oxford. This said to me "We don't want private investors to come so we won't make it easy or convenient".
Attendance over. |
Yes I enjoyed the excuse to visit London and afterwards meet friends at the India Club for their great dosaAn industrial estate outside of Oxford is just not the same Anyway no doubt they will be providing limousines to whisk shareholders from the railway station to the meeting |
Morning Dom
RE: the AGM
In the last few years (pre covid) I did get the impression (only from 1 or 2 members of the board) that individual PI's that turned up to the AGM and asked difficult questions were frowned upon when all they wanted was to get their resolutions passed.
I remember once when a disillusioned shareholder was questioning yet another dilution when a board member replied something along the lines of ...
'Well if you are looking for share price growth or a quick buck you are invested in the wrong company' I must admit to being gobsmacked at that and even questioned myself about whether or not to sell up and move on but that was a good few years ago.
I have to say though that I did enjoy the tea and biscuit session after the official meeting had finished much more fruitful for gathering titbits of information and being able to 'look them in the eyes' for hints or meaningful phrases.
Not sure if I will be going to Oxford this year though. |
Afternoon Northstand. (I've stopped going to AGMs now, so if you are going, I won't be there! I feel that this management do not welcome shareholder interest.)
In fact, I think they are trying to 'bore us away' (tell us nothing and we might just go away!). |
Morning Dom
Don't be fooled by the trades all being marked though as sales.
This morning I put a buy order in of 2600 shares at a 325 limit price when the price was 326/321
the bid immediately rose to 326/325,shortly after 2 AT trades went through of
1991 & 609 shares at 325p and were marked as 2 sales (which is also kind of correct) when in fact it was also my order being filled.
I'm still convinced (like Harry) that something big is brewing in the background
so wanted to make sure I was topped up just in case.
There seems to be big support around 315 which gives me confidence that this won't drift again like in previous months. |
Every morning it opens, then drops, before working its way up to the open price or thereabouts. Who I wonder is selling at start of day? |
Apologies if posted before: |
An AZ connection would be fantastic H.
CF gene therapy 4D-710 improves lung function, data show |
Yes, scale up is going from doing a process in test tubes and peach-tree dishes to making it work in a 10,000 litre bioreactor. Interestingly for the chemists and biotechs, it tends to be very non-linear, so that what you have to do to make it work, and what you get, in 10 litres is often not a simple predictor of what you get in 50 litres etc etc. That's living organisms for you. |
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