I'm just looking for patterns Phil (out of boredom really) but it seems reasonable to me that if they gave us some pretty good updates as the year turned, that they will do similar again at the half year - then of course the actual half year results in detail at the interims in September.
But they might not.
You've seen my posts for years, so you know my glass is half full, but I'm pretty convinced (in fact just convinced) that the story which got ever better in the first few releases of this year is far from finished.
You know my reasons (listed here many times) but I'm hoping that Frank or whoever presented today was very "reassuring" for those who attended. Hopefully we will find out soon... |
As you say Harry, it makes more sense to give metrics for H1, so either this Friday or sometime next week. |
Nothing tagged on to the vote results |
If there is a business update Dom, then I would have expected it either first thing this morning or tagged on to the RNS with the result of the AGM votes later.
As for what they say informally this afternoon, well hopefully we will get to hear what that was by first-hand account a bit later.
I think we all realise that of the things which we actually "know" then the multiple myeloma news from 20th March is probably the biggest.
A little bit more about that would be very welcome. |
3:00pm start. Doesn't suggest they are making time for a business update? |
The Company intends to hold its AGM on Monday 24 June 2024 at the offices of Oxford Biomedica, Windrush Court, Transport Way, Oxford OX4 6LT, commencing at 3:00 p.m. |
Is the agm today? |
Daily drop! Happens every day. |
 If you follow this link from a conference last year (Abstracts from The International Society for Aerosols in Medicine: 24th ISAM Congress Saarbrücken, Germany August 26–30, 2023).
Then do CTRL + F and type 3720931 then enter. BI 3720931 is the name of the drug.
(quote)
H. Inhaled Biotherapeutics
H. 01 Lentiviral Vector Based Gene Therapy for Respiratory Diseases
Eric WFW Alton,1,2 A Christopher Boyd,1,3 Jane C Davies,1,2 Deborah Gill,1,4 Uta Griesenbach,1,2 Stephen Hyde,1,4 and Gerry McLachlan1,5
1UK Respiratory Gene Therapy Consortium, London, United Kingdom.
2National Heart and Lung Institute, Imperial College, London, United Kingdom.
3Edinburgh, Edinburgh, United Kingdom.
4Oxford, Oxford, United Kingdom.
5Roslin, Edinburgh, United Kingdom.
Inefficient pulmonary gene transfer is a major factor that has limited the development of a clinically suitable gene therapy for cystic fibrosis (CF). While Sendai virus‐mediated gene transfer to airway epithelial cells is highly efficient, the short duration of expression and strong immunogenicity have rendered Sendai virus‐based vectors ineffective for CF gene therapy.
We have developed a lentiviral vector pseudotyped with the Sendai virus F and HN envelope proteins (rSIV.F/HN), to deliver a normal copy of the CFTR cDNA into the genomic DNA of airway epithelial cells of patients with CF.
With this vector, we have demonstrated efficient and lifelong transduction in the airways of multiple species. In addition it shows the ability to redose, efficiently transduces all of the major airway epithelial cell types and demonstrates restoration of CFTR function in intestinal organoids.
A mutation‐agnostic gene therapy for CF may benefit patients who are genetically ineligible for CFTR modulator therapy, as well as eligible patients who experience adverse reactions or suboptimal responses to this therapy.
The above data support the progression of BI 3720931 towards the clinic, with a first‐in‐;human trial in final preparation for regulatory submission.
(unquote)
But just to repeat, time dragging on like this is very normal in the "first do no harm" world. |
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. |
Register for real-time alerts, custom portfolio, and market movers
Hot Features
Premium
