Mirabeau,
It's one of the many things I keep a weather eye out for (the CF trial which hopes to treat the first trial patients with an inhalable version of OXB's LentiVector this summer). As of yet I've seen nothing to suggest a trial recruiting, but would stress that means nothing bad. In non-covid pandemic times regulators are ultra cautious and it's normal for timescales to slip.
My previous post (7430) below:-
Someone a while ago asked about our Cystic Fibrosis research partnership with Boehringer Ingelheim which seemed very quiet.
Interesting link today
Relevant part :-
"After tackling challenges ranging from finding a suitable vector (it's much harder to get genes into the lungs than originally anticipated) to scaling up, the team partnered with Boehringer Ingelheim and Oxford Biomedica in 2018, and is set to begin human trials this summer."
So some good news at long last from that - not just for us, but hopefully a chance of a fix for those with CF too. |
In light of #WearYellowDay for Cystic Fibrosis, we are proud to highlight the great work being done in partnership with Boehringer Ingelheim, the UK Cystic Fibrosis Gene Therapy Consortium (GTC, consisting of researchers from Imperial College London, University of Oxford and The University of Edinburgh) and Oxford Biomedica on the development of BI 3720931, a novel, self-inactivating, replication deficient, 3rd generation lentiviral vector, in an inhaled formulation as a potential long-lasting therapeutic option.
There is currently no cure for Cystic Fibrosis – a genetic condition affecting around 11,000 people in the UK that slowly destroys the lungs and digestive system – however the research being done by Boehringer Ingelheim and GTC is a step in the right direction and doing great work in alleviating the symptoms of patients.
To read more about this research, please click here: |
They won’t be turning me away at the door Dom 😂 |
That description belonged to me at previous AGM. I stopped going when Covid restrictions made it on line. In the John Dawson era we small shareholders were at least made to feel welcome and the ability to talk to board members and to listen to a presentation of business was worth going to. The recent regime has not been at all open to shareholders and I do not feel that we are welcome, in fact I am not even sure we would be let in if our shares (as is normal) are held by a nominee of a trading platform. |
I'm sure we'd all appreciate the feedback if there is anything interesting discussed GH. |
My son writes the trading algorithms for his trading desk…it’s an imperfect science with limitations-his words |
 Morning Jasie,
If you want my sweeping statement of the day, based upon little more than once having read memoirs like "Liar's Poker" and "FIASCO", then even back in the 1980s the American Banks employed the smartest people in the world (3 post graduate maths degrees I seem to remember in one case) and paid them a fortune to come up with advanced machine trading strategies that mortals couldn't understand.
It worked fantastically well until it didn't, but that's why the books were written.
What I would say is that the algorithmic trades, which are a large part of daily volume on most major exchanges these days, already are machine AI trading with next to no human input - apart from safety breaks to stop trading if it ends up in a death loop.
So I think from the market point of view (ultimate free market of the exchanges) then they are ahead of all this and have been for years - as the incentive was there for them to spend and develop the system.
In every day mainstream life, I think where it affects us more (and at least this is my hope) will be that we should be doing less trials which come to nothing because the AI will have thinned those out at an earlier stage.
There is also the possibility here that AI is simply the next big thing and will have its moment of great hype/hope, before becoming "normal" in a lesser way - like the dot.com boom leaving us with the internet which we have today. |
Evening all. My first post since January I think. Quite pleased with the news but the share price is not really anything to crow about.
I am extremely concerned about AI and the inevitability of the greedy and clever using it to completely control the markets. Anyone else have a view on this? |
You have to sell down first to get the price you want to buy at. I suggest that price was about £2, then you can buy to your heart's content..... return the loaned shares and hold for an even bigger rise than a mere 50%, if you are patient.
Buying through 21 subsidiaries of course would have made it problematic to know that they didn't report the growing holding through 2, 3 ,4 an 5%.... I expect the authorities are perfectly happy with that slight slip up! |
To make money on the price increase .Opposite of shorting? |
Borrowed them to sell? |
I think they borrowed them from one of the shareholders I see CFD mentioned |
Money buys Magic..... |
When they published the annual report
Page 116 listed the major shareholders.
Another RNS today
How could Blackrock have previously held so many shares and not been in that list? |
Morning PB,
Longest day for me today and shortest for you, let's hope that one of those is the trigger for something with OXB ;) Countering that is the reality that the AGM (on Monday) will most likely be limited to a vote on the resolutions and some reassuring words from the senior staff.
Re, Sarepta. I think there are a couple of things to bear in mind:-
On one point I agree with you that lots of past opportunities with OXB came via people who knew OXB moving between companies and when a specific need arose, well they already knew who to call. I'm sure OXB have in the past said themselves that "word of mouth" brought in a lot of work. However, these days we have a huge sales team which seems very good at selling OXB's services directly.
My other point on the news story would be to remind you that it's a pain for any company to change anything on an approved drug. If you remember we kept a cell line (process A) going just for Novartis for ages after we switched to suspension / bioreactors (process B) because their FDA approval was tied to OXB's process A.
Eventually the FDA came around and then the other regulators rubber-stamped and our manufacture for Novartis changed, but there was a lot of time (and money) involved. It's unlikely that anyone new would choose to go through that process unless their current approval was tied to something problematic. |
H ,Excellent news for Sarepta .We have a common board member with Kay Davies .Let's hope she utilises our skills!HTTps://endpts.com/fda-widens-sareptas-duchenne-gene-therapy-to-older-boys-in-significant-expansion-of-useHTTps://oxb.com/our-people/professor-dame-kay-davies/HTTps://www.sarepta.com/about-us/leadership/kay-davies-phd-dbe-fmedsci-frs |
Thanks Tuco,
By the miracle of post editing I now look slightly less daft ;) |
Harry , you are seldom wrong on anything to do with OXB , however I believe you have made an understandable error here . Both Novo and Vitruvian's percentage share of the company has reduced simply because IM added 5% in new equity .
Yes ?
They haven't actually sold any shares , merely been diluted through new issuance of equity .
Tuco. |
Interesting Dom. I think maybe not one of the "old traditions" that Historic England is keen on bringing back ;) |
Sorry Mr President Sir. I won't be able to make Stonehenge tomorrow. I am making a human sacrifice at a layby just south east of Oxford, by the BMW Mini factory. |
Unfortunately Dom, and I realise you have trod the same path, long experience tells me this has a lot more to do with OXB currently running silent than any kind of external shenanigans.
Maybe the AGM on Monday (after the resolutions) will have some kind of informal update, or maybe when they post the result of the AGM they will tag something on, but a little reminder that all is on track (as they did multiple times around the turn of the year) never hurts.
Alternatively, H1 ends a week tomorrow and maybe an opportunity there to confirm that the interims in September will be as guided.
Meanwhile, I trust you'll be joining me tonight once again at the newly orange painted Stonehenge? |
Still taking it down at the open, and no doubt again at the close. Bid up all day...... something funny there. |
CDMO (Contract Development and Manufacturing Organisation).
They will always be developing the vectors, we just won't be trying to develop / sell our own drugs to package inside those vectors anymore.
So with LentiVector (for example) every new partner gets offered 3rd or 4th generation to deliver their cargo, but they will be working on 5th - because if they don't then someone else will catch up.
The other tech (lots including TRiP, LentiStable, and such) is also in continuous development and not only gets offered to everyone with our vectors, but also as bolt on improvements to third party vectors. This is where Seb's team earn their money.
I don't know enough to be sure, but I'd imagine that the non AAV, AV or LV vectors that ABL were involved with prior to merger with OXB will all now have the benefit of OXB's bolt on value.
News is key and we are due some, but timescales in this industry are usually longer than you would think. |
Thanks for the reply. No I seriously was inquisitive about what development projects in which we still own licences.
I do have very high hopes fir OXB with their new CDMI strategy, and I'm still adding to my holdings in OXB and Cambridge Cognition. My linkedin feeds are awash with open positions at OXB that's a good indicator the business is robust and growing. |
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