For the 3 SLE patients there's only one Grade 1 AE, which is pretty minimal. The LN patient didn't do as well in that regard, but seems to have started off really ill, and ended up much better - zero immunosuppressants, and steroids in continuing taper. Her own testimony is highly positive, on slide 23. I think they'll be very happy with those lupus results.
Still very early days though, so unlikely to be significant for oxb for a long while yet, but good to hear positive results in a hard to treat disease. |
Not a doctor PB but it started off with perfect safety data, whereas now they seem to have events in SLE (see slide 16)
As for the actual results for the patients, see slide 24
These were patients with untreatable / treatment resistant disease, so any result is a plus - I would guess they were hoping for better though (even at this early stage).
Have to wait for the end of the trial for true long term data and that will be some time. As you will have probably worked out from recent posts, I don't think it will a consideration for us. |
More positive news from Cabaletta HTTps://www.linkedin.com/posts/cabalettabio_cabaletta-bio-investor-webcast-activity-7264250287505207297-1k_o?utm_source=share&utm_medium=member_android |
 Xoptimist,
One of these situations where I'm a bit indifferent to be honest.
I'm sure a top chap and OXB does seem a lot more able to attract "better" candidates these days (I'm thinking back now to how long some of our senior positions were either open or filled via an acting role by whoever happened to be around in the past). Which is nice. Countering that, my life experience is that people who are "polyvalent" (a term very popular amongst professionals in occupied Europe) just can't be experts at everything on their cv as even with bright people it takes a very long time to become really good at any one thing.
An example could be people who go into any city career with a law or medicine degree. I'm sure they are very bright people but after they have been a whatever-else for 20 years, would you want them giving you a legal or medical opinion? Neither would I. For the specialist consultant you go for the man/woman who regardless of everything else has specialised for 30 years on exactly what you want and by nature of their career path choice that isn't most senior managers.
Then of course there is what the role is for us (to replace Stuart as he retires) which is a liaison / oversight role, where (I'm guessing) gravitas and interpersonal skills to keep major shareholders supportive matters a lot more than almost anything else.
Also, OXB's ESG policy (or similar) will likely mean that their first choice would always have been a woman, but all suitable which were available had been snapped up by companies higher up the food chain.
Have you ever started 2 jobs at once? |
I think Colin Bond is a fantastic, high calibre appointment to the board who brings with him a wealth of experience in pharma; finance; audit; international deal making and who will almost certainly be a useful sounding board and advisor to Frank and his team. |
Does it help being a former pharmacist or involved in biotech during your career when appointed to an audit committee? |
My heart skipped a beat, then I read that We’ve made a change in the audit committee.
If carlsberg made boring RNS’s … |
...and YOUR theory icejelly? Oh. You don't know nuffink! |
Does this high volume, low price movement fit in with Harry's theory? If not, it will fit in with one of his other theories I'm sure. |
Best part of 400k today. These are big volumes for very small price movement. |
Positive update from Kyverna HTTps://www.linkedin.com/posts/kyverna_acr24-autoimmunedisease-activity-7263215427470671872-CjPp?utm_source=share&utm_medium=member_androidPartnered with OXB a few months agoHTTps://kyvernatx.com/press-releases/kyverna-oxford-biomedica-sign-license-and-supply-agreement-for-lentivector-platform/ |
Trump appointment has created a few concerns for us and some nervy small scale selling so we are in a little drift mode. Not for long we hope, surely punters are not waiting on the trading bot to buy back in :) |
Be grateful that OXB is no longer involved in vaccines.Moderna has fallen 80% in six months to stand at a low of just $39 compared to a high of around $450 during Covid.Sentiment clearly effected by Mr Robert Kennedy's appointment. Albeit OXB won't be in the firing line,it could suffer a touch of 'collateral damage' as Kennedy roughs up drug companies but the appreciation that the company is moving into profit is more than likely to eclipse concerns. |
Re Jefferies I would say at the very least an updated corporate presentation and maybe revised forecast for next year. This plus hopefully the JPM conference at the beginning of next year would be two big audiences to set out the coming year to. |
Didn't expect to back in the 3's this morning. |
85 shares in half an hour and another big price movement on the back of it? |
London Healthcare Conference, the largest healthcare dedicated conference in Europe. OXB CEO and CFO presenting,attending with the presentation available to investors via the website. I don't think they will be revealing bad news? |
As an alternative to the Catalent theory, could that mean an RNS on Tuesday morning? |
OXB to present at the Jefferies London Healthcare Conference
Oxford, UK - 15 November 2024: OXB (LSE: OXB), a quality and innovation-led cell and gene therapy CDMO, today announces that Dr. Frank Mathias, Chief Executive Officer, will present at the Jefferies London Healthcare Conference on Tuesday, 19 November 2024 at 10:00am GMT. Dr. Lucy Crabtree, Chief Financial Officer, will also be participating in the conference.
The presentation will be made available in the Investors section of OXB's website at www.oxb.com. |
I'm a card carrying optimist takeiteasy (as you know) and so I'm ever hopeful that something of significance to OXB will happen every trading day morning. With 40 or more customers these days, then there should always be something of significance just around the corner - it's simply a question of if it is something big enough for the lesser spotted RNS (or not).
We've basically got a week left now and then it's quarterly reshuffle Friday for the FTSE rankings again. Bit of a longshot for OXB now for this one, but never say never and all that. I'm thinking here specifically about OXB telling us the number of C> drugs up for review in Q4 this year. Could something good drop next week? Yes, but I wouldn't like to pick those odds.
Lately we keep having trading days where in the morning it seems like a really slow day but after close in the afternoon we see that (e.g. today) was a quarter of a million share day, which is very good volume for us - but as Dom points out the price action is at best making no sense. Presumably delayed trades?
I never quite follow the argument that by being a clever operator you can buy masses of shares without moving the price, so this to my amateur view looks like someone is selling a lot of shares but there is enough demand in the market for it not to kill the price. If correct then when that selling passes we can continue our very slow climb to fair value.
I still think (in a much abbreviated version of my last post) that there is a lot of circumstantial evidence out there to suggest that Novo has big plans for OXB subject to EU/US regulatory approval of its Catalent bid. If there's anything in that little theory then there's nothing in it for Novo to wait should the regulators say yes. |
As the so called Trump trade starts to splutter a little and run out of steam...some money may be available to other non BTC/NQ100 investments - perhaps we may even end up with some smiles today :) |
Needs a vaccine or, as Trump might say "an injection of bleach to stop the virus doing a number (a technical term) on the body". Intelligence squared. The nice thing is that he never took any financial reward for his last time in office ..... |
Could simply be a posse of punters trading on margin long for the FTSE250 burst and the realisation not for now - so crash the bid and stop loss them out. CFD trading can be treachorous :)Wdik of course, but happy to keep seeing so much buying support. |
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