The recent RNS reference BR holdings.
I hope everyone here is patient. From experience this stock will be purposely depressed for a few years.
There is an upside though, further down the track. |
It is frustrating, but I think when they do their next trading update it will be good news. They are probably trying to get ducks in line and a strong foundation before switching on the news tap. |
Well, there is no question this board have driven away any interest at all in investing in this company. No news. No publicity. No buyers.
Shame. |
Thanks Phil, enzymes seem to be cropping up a lot of late. |
Asked AI to explain it, seems to be related to enzymes:
The study explored how breaking down certain molecules, called glycosaminoglycans (GAGs), in cell cultures can help make gene therapy vectors more efficiently. Researchers found that treating these cultures with an enzyme called chondroitinase ABC increased the production of these vectors significantly. This method could improve how we produce tools needed for gene therapy, making the process faster and more effective. |
OXB research paper published today
ORIGINAL RESEARCH article
Front. Bioeng. Biotechnol., 26 June 2024
Sec. Bioprocess Engineering
Volume 12 - 2024 |
Degradation of specific glycosaminoglycans improves transfection efficiency and vector production in transient lentiviral vector manufacturing processes
Seems to be about process improvement in LentiVector production, but honestly well beyond my abilities. |
The T-Charge paper:-
PRELIMINARY RESULTS OF AN OPEN-LABEL, MULTICENTRE, PHASE 1/2 STUDY TO ASSESS SAFETY, EFFICACY AND CELLULAR KINETICS OF YTB323 (RAPCABTAGENE AUTOLEUCEL), A RAPIDLY MANUFACTURED CAR T-CELL THERAPY TARGETING CD19 ON B CELLS, FOR SEVERE REFRACTORY SYSTEMIC LUPUS ERYTHEMATOSUS |
Pleased to see the AGM Q andA is on the OXB site.Surprised there were so few questions but mine re dividends did get a measured response |
June 2024 Annals of the Rheumatic Diseases 83 (Suppl 1):327.1-328
This is early data from one of the T-Charge trials (direct CAR-T) which we partner Novartis with (top left on this link ).
"Conclusion Preliminary data from this clinical trial suggest favourable safety, CAR T-cell expansion, B-cell depletion and initial efficacy of YTB323 in srSLE, supporting its continued evaluation. Data from additional enrolled patients and continued follow-up are being generated as the study progresses." |
 H1 year end on Friday and although an outsider would never guess by looking at the share price, a pretty good one.
Just a quick recap:-
First and foremost, the completion of the ABL purchase - a bit delayed but without incident at the end of January.
Beginning of March the 3 year revenue CAGR forecast increased to more than 35%, up from prior guidance of more than 30%.
20th March the new (but currently still secret) commercial deal to produce vector for a multiple myeloma CAR-T company, 2 new projects with existing clients and a new partnership in cardiac gene therapy.
End of March was the results with an increase of 54% in contracted value of client orders signed and an increase of 51% in the business development pipeline. Forecast for roughly breakeven this year. 35 clients and 51 programmes as of April 2024 (April 2023 was 18 clients and 34 programmes).
18th June, the final 20m Euros from IM in exchange for new shares as part of the ABL deal.
It's all going very nicely. More news would be even nicer, but as OXB have previously told us - what they can and can't say is mostly at the whim of our partners (who are of course the paying customers). I think likely now that shortly we will get news in the "no buses for ages then 3 at once" fashion.
Regular readers will remember that I had hoped the "industry standard KPI table" (as flashed by Roch in his state of the nation address) was going to be the vehicle for shareholder reassurance, but as of today we still have no idea of where, when and what this "updated regularly" actually means.
Meanwhile France is now on the OXB main website as "other vectors" |
Needs a scientist to be sure Phil, but 37 employees is a tiny company if that figure is correct and their lab is at the north pole?Sounds a very part time job for Frank to me, but if there is a better mousetrap in it for OXB then great. |
“High Salt + Enzyme = Cleaner Viral Vectors! From the Pioneers of Salt-Active Nuclease”
So basically enzymes help more efficient viral vector manufacturing. Pretty good synergies then. |
It was Dom yes - chat gpt |
Question put to Copilot
Comment on a CEO of a medium LSE company such as OXB takes on the role of chairman of another company.
Copilot
Certainly! Let’s delve into the dynamics of a CEO taking on the role of Chairman in another company. 🤝
CEO vs. Chairman:
The CEO (Chief Executive Officer) is responsible for day-to-day operations, strategic execution, and the overall management of the company1.
In contrast, the Chairman leads the Board of Directors, provides strategic oversight, and ensures good corporate governance2.
Distinct Roles:
While the CEO focuses on practical aspects like implementing strategies and managing operations, the Chairman’s role is more governance-oriented2.
The division between these roles fosters accountability and ensures a clear delineation of responsibilities within the organization2.
Responsibilities of a Chairman:
Leading the Board: The Chairman sets the agenda for board meetings, guides discussions, and ensures constructive decision-making2.
Strategic Planning: They steer the strategic direction of the organization, ensuring alignment with long-term goals2.
CEO Appointment and Evaluation: The Chairman plays a key role in selecting and assessing the CEO’s performance2.
Corporate Governance: They uphold good governance practices, balancing diverse stakeholder interests2.
Case Study: OXB:
Imagine the CEO of a medium-sized LSE company like OXB (hypothetically) taking on the Chairman role in another company.
Potential Benefits:
Experience: The CEO’s experience in running a company can bring valuable insights to the new board.
Network: Their network and industry knowledge can benefit the other company.
Challenges:
Time Commitment: Balancing two high-level roles can be demanding.
Conflict of Interest: Ensuring impartiality and avoiding conflicts between the two companies.
Perception: Stakeholders may question divided attention.
Corporate Governance Considerations:
Some companies separate the roles of CEO and Chairman to enhance governance2.
Marks & Spencer is an exception where the roles were combined, but this is relatively rare3.
In summary, a CEO taking on the Chairman role elsewhere can bring expertise but must manage time, conflicts, and stakeholder perceptions. The impact depends on the specific context and the individual’s ability to balance responsibilities effectively. 🌟 |
Was #8166 the results from an AI question submission Phil? Just asking. |
Would someone like to comment on a CEO of a medium LSE company such as OXB takes on the role of chairman of another company. Please give examples. If there are many I will defer to the greater knowledge of this board but surely as CEO you need to put all your energy into OXB? I'm also still looking for the green shoots of a major announcement. Hoping daily to have missed the signs. Come on OXB, the future is brighter than ever. |
Especially since it jumped 3% at open. Dropped 6% in one move down at 13:00.
I can only think that it is someone like Blackrock, buying at £2+ and taking a 50% profit. |
And once again we head south for no apparent reason. A 3% drop seems a lot given we think things are going well ...... |
We're in a year which at worst is going to be "roughly" breakeven.
We've just added 20m Euros to the cash pile.
We're waiting to hear who the new commercial multiple myeloma manufacturing partner is.
Then there is the news about stuff which we don't know yet.
And... the price drops.
Sometimes you just have to accept that it's a nice day outside and take that as the little victory. |
Thanks CousinIT |
There's a bit of stock about.You can buy 15,000 at three quid on quote and deal. |
I shouldn't have posted that. The market maker hadn't realised he had accidently leaned on the 'up' button until then.... |
So, no new data and the price goes, up! |
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