Harry - I did read it, thanks. Hence my comment. |
 Supernumerary,
If you go through that researcher link I posted (selected quote below) which I realise is a bit of a slog, it's a step change from what they had previously:-
The subsequent Phase IIb double-blind placebo-controlled clinical trial reached its primary endpoint with a significant beneficial effect in FEV1 compared with placebo (Alton EWFW et al. 2015). CFGTC have also developed a lentiviral gene delivery platform based on an SIV virus (rSIV.F/HN) specifically pseudotyped with the F and HN proteins from Sendai virus (SeV) for lung gene transfer. rSIV.F/HN transduces murine and sheep lungs and human ex vivo models efficiently and leads to gene expression at least 100-fold higher than the gold-standard lipid formulation GL67A which reached its primary clinical endpoint in a Phase IIb trial. In addition, in the mouse, a single dose achieves stable gene expression for the life-time of the animal (~ 2 yr) due to integration of the vector into the genomic DNA. Importantly, unlike many other viral vectors, repeated administration of these lentiviral vectors is feasible. CFGTC has generated pharmacopeia-compliant vectors carrying a range of promoter/enhancer elements, enabling selection of a lead candidate for a first-in-man CF clinical trial.
We are now in a position to take advantage of this unique expertise in delivery, sampling and lung function measurement in a large mammalian lung that we have established. The CFGTC has also successfully obtained a Wellcome Trust Portfolio award that will exploit the synergies provided by our CF respiratory gene delivery platform technology, a critical mass of researchers with complementary extensive expertise, the use of common resources, and respiratory gene transfer expertise and apply them to range of other diseases that may benefit from the expression of a therapeutic transgene in the lung. |
Thanks Harry, good research. |
It's always been the same steeplejack and some of it isn't down to OXB.
An example back when JD was CEO would be him explaining that we were doing something for Novartis which he couldn't tell us because of contractual terms but that we could find it on the Novartis website if we looked.
I'm slightly peeved with them at the moment regarding this "industry standard KPI table" which will be updated "regularly" to keep shareholders informed.
Well "regularly" is quite obviously now twice a year at the results and they previously did that anyway. I mentioned in a previous (long) post that I don't see how they can do any kind of meaningful quarterly reporting when they are in the habit of reporting twice a year with two lots of data at the same time (i.e. to the reporting period end and then post-period up to the presentation date).
I'm not complaining about them doing that as I appreciate it, but they essentially steal their own thunder for that later "quarterly" update - which becomes a bit of a non-event as we all know what's coming.
I guess they will probably mention CF at the interims, but they have never mentioned the trials starting with Geovax in America, which is potentially just as big.
They do seem to be very, very busy at the moment - as testified by the job ads in 3 territories - and in the recent raft of ads for the UK they were advertising for Yarnton, so the lease must have been extended there out of capacity need.
Essentially a very good story, but you have to look to find it. |
Harry - thanks, most interesting. Two more links for those who are interested:
A previous trial. Not a great success, as there seem to have been quite a few side-effects, hence presumably the change in vector.
A more readable version of the new trial spec:
hxxps://www.cysticfibrosis.org.uk/get-involved/clinical-trials/trialstracker/tt014335#centres
I'm not sure why they're not accepting 'women of child-bearing potential ... even when on contraception', which seems a pity. 4 UK centres, recruitment starting next month :¬) |
Its difficult not to conclude that the management of this company are more concerned with getting on with the job in hand than in blowing their own trumpet which makes them very unusual in today's world. |
Harry, do hang around please and great research as ever and thank you. As you say save it all up for a massive party appeal RNS to cheery up the long standing holders here - fingers crossed.
Not how any of us would have done it if we were CEO, as you note. |
Still waiting for the interims as I feel pretty confident that Frank wants to repeat last year and basically say as little as possible until the interims where he intends to give the market a big show. Wouldn't be my choice, but I'm happy enough with him saying that H2 will be minimum 50% better than H1 for revenue and reassure that everything is as guided.
So why am I posting (apart from giving marwalker something to live for)?
Well, the long, long, long awaited Cystic Fibrosis Consortium gene therapy trial with OXB's LentiVector licenced to Boehringer Ingelheim seems to have finally fired the starting gun.
Lenticlair™ 1: A Phase 1/2 trial evaluating the safety, tolerability and efficacy of an inhaled F/HN-pseudotyped lentiviral vector for CF gene therapy in people with CF ineligible for CFTR modulators
I like the name which I think immediately links to us for anybody in the business (although anybody in the business is likely to know anyway).
It seems to be lined up for a university hospital in Holland - see
Why that would be I've no idea, but I'm guessing Boehringer's choice and perhaps a centre of excellence for this disease?
Some words from one of the researchers half way down this
Why OXB have decided not to tell us this? I've no idea. If I can find it online then it certainly isn't confidential, but all the same great news I think.
It will read out relatively quickly and if it's as effective as hoped then not only fantastic for the families affected, but OXB are going to be making an awful lot of this in the coming years too. |
We seem to have a shy buyer. Most of the action either way is after hours. |
Mr Truman is on strike until we breach £4. |
I miss the good old days. News on a big contract would help! |
Unfortunately Tuco, the company doesn't give us anything to 'talk' about! |
Is it Sunday ?
Tuco. |
No problem Jasie, I'm off to chapel in the morning! No good getting older!!! Best wishes young man. |
Looks like Harry has also suspended his buying program......... |
Gareth 8475
It appears to be as far as I'm concerned!!
I was convinced it was Friday yesterday! |
No order book trades until past 2pm. How very strange! |
3,900 buy 7,500 sell! |
What's happening no trades |
Well we finished up (slightly) on a Friday, I will take that!! News all looks positive to my untrained eye.
Marcus: 8453
I guess most of us on here are now associated with the EDL according to our leader! I don't trust him an inch and time will show just how painful a left wing government can be to the hard working, honest and true people of this country.
Enjoy your sabbatical Harry, see you on the other side!
Have a great weekend all! |
RBC
short-term target of 740p will do nicely. |
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