Madeleine Armstrong
@ByMadeleineA
·
8h
I think this is new: $BNTX not opting into $AUTL's AUTO1/22. Reminder of that deal last year, which mainly seemed to be about manufacturing:
This shows just how important manufacturing has become in Car-T, with Johnson & Johnson, for example, scrambling to meet demand for its multiple myeloma therapy Carvykti. |
He’s not a natural smiler! Same on his oxb board mugshot. |
Any more cash down the sofa? |
Our Chief Business Officer, Sébastien Ribault, and Head of Business Development, Sharmilee Patel, attended the 𝟮𝟬𝟮𝟱 𝗖𝗗𝗠𝗢 𝗟𝗲𝗮𝗱0306;𝗿ҳ20;𝗵𝗶;𝗽 𝗔𝘄𝗮𝗿0305;𝘀 𝗰𝗲𝗿𝗲0314;𝗼ҳ15;𝘆 in New York last night to accept our 𝗖𝗲𝗹𝗹 & 𝗚𝗲𝗻𝗲 𝗧𝗵𝗲𝗿0302;𝗽ҳ26; – 𝗚𝗹𝗼𝗯0302;𝗹 𝗖𝗮𝘁𝗲0308;𝗼ҳ19;𝘆 𝘄𝗶𝗻! This recognition, driven by client feedback, is a testament to the unwavering dedication of our teams across the UK, US, and France to provide best-in-class pure-play CDMO services.
Seb doesn't look thrilled in the photo but this seems significant to me. |
Not much action on OXB today. Flat share price Small turnover of small trades. |
 “Bad men need nothing more to compass their ends, than that good men should look on and do nothing.”
I wouldn’t worry too much whether our masters are perceived to be on the far left or right wing,the consequences are much the same,totalitarianism.The trouble is,people don’t trouble themselves too much with history nowadays which is why humanity seems obsessed with committing the same mistakes like a speculative punter convincing himself that this time round the bubble is different.In the words of Cicero,”politicians are not born,they are excreted ”.
He further advanced that. “Never was a government that was not composed of liars, malefactors and thieves.”
Economically,the UK was at its zenith around 1900 and arguably two world wars simply accelerated inevitable decline as the benefits of early industrialisation reduced.The susequent loss of Empire exacerbated things.That the USA extracted a price from the British for getting involved in the two world wars is hardly a surprise.If they hadn’t UK history would of been very different.The UK displays all the strengths and weaknesses (tinged with a touch of xenophobia) that comes from being an island race. |
Lol,
Likewise. FWIW did anyone have a position in BYIT, before the rise, if so well-done.
I did not, and to be honest have not really bothered with advfn for yrs until very recently. The whole future of health is changing, thus why i thought i would have a look in, see others views & opinions.
As well as peel back a Ukrainian doll at lunch-time :) |
Don't worry, some of us like a good laugh at lunchtime :¬) |
All very true Dominic. History will record that the demise of our once great nation was cemented in history forever, on its quite inexcusable inability to implement Brexit promises promised to the majority of its population. |
Off topic - "As for the UK, who cares anymore what they think."
Dead right Jezmundo. But maybe we are entering an era where we can stop pretending that we are the 'best friend' of the USA, which we have done since over 100 years ago. America is not our best friend. Measured by what they do to us, they are our worst enemy.
At the turn of the 19th to 20th Century America was just about emerging as a modern country, one which British finance made possible, whilst we were the wealthiest country in the world. They impoverished us during WW1, and even more so in WW2. While American money was enabling the rebuilding of Germany and Japan, we were left to pay our bills. Germany steamed ahead, whilst we could not afford to electrify our steam railways until the 60's. Trump might be overt with his demands for America to obtain other countries 'assets' in exchange for help, it has always been 'the American way', just previously done more discretely. |
Trump is obviously trying to create a 3 zone new world order, hence the Canada and Greenland rhetoric. Which zone he thinks Europe should lie is behond me. At least the EU council seem to be waking up rather rapidly to the threat from the central zone. As for the UK, who cares anymore what they think. |
I suspect in time Trump will realise what goes around comes around. |
Here is a potentially interesting one. OXB I’ve put a link on LinkedIn posting live from the advanced therapies Congress in London, with pictures of their stand but also a screenshot of the presentation of the “Cartitude” trial. Why would they include that in a post if they were not involved? Unless just industry interest? This is the Janssen & Legend Biotech’s BCMA-directed CAR-T therapy for multiple myeloma |
from a panmure note in november:
XB no longer releases information on specific customers or programmes. It has a longstanding manufacturing relationship with Novartis (since 2014), which has been extended multiple times. OXB manufactures the lentivirus used in Kymriah and is also involved in multiple other programmes within the Novartis portfolio. We believe this includes PHE885 (a BMCA-directed CAR-T therapy), YTB323 (an autologous CAR-T therapy), all of which would be included in OXB’s early-stage portfolio. Both of these products use Novartis’ T-charge manufacturing approach, which is both faster, preserves T-cell ‘stemness̵7; and is expected to enable lower dosing. Historically OXB has also announced agreements with BMS (through an agreement with Juno, which was acquired by Celgene, in turn acquired by BMS in 2019), Boehringer Ingelheim, Cabaletta Bio, Beam Therapeutics, Immatics, Orchard and Arcellx. Of the later stage programmes within these partners which are likely to be using OXB services we have identified two – BMS-986393, a CAR-T programme in the BMS portfolio which is expected to commence Phase 3 in early 2025 and antio-cel from Arcellx which commenced a Phase 3 trial in Autumn 2023.In addition, we believe the second commercial programme, is Abcema, a CAR-T cell therapy for multiple myeloma which had its approval expanded by the FDA in March 2024, when OXB announced it had signed a new contract with an undisclosed US biotechnology company for the manufacture of lentiviral vectors as the client prepares for launch of a multiple myeloma product. |
Well, this time 3 weeks today and I imagine quite a few more posts by now - where we'll all either be rather pleased with the RNS or still no clue as to what has stopped them buying shares for so long. |
Hopefully Gareth we are now on target to swing high, rather than swing low swee........ |
A few more days like today and we will all be happy! |
Please don't mention sweet chariots Sir. |
Rothschild I think. Warren and Charlie far more likeable characters, but they wouldn't be buying OXB at this point. Peter Lynch? I think he might have been tempted by the situation and had a dabble if you brought it to his attention, but most of these superstars would never look in smallcap because some enormous reward does not even register a blip in the overall fund performance so not worth the effort for the reward.
Read Charlie and (to pick 2 stocks here he did / didn't buy) - 1) was that he should have bought more Coca Cola earlier and seen that the company was run differently whilst holding them forever - and - 2) he accepted that not buying Walmart when they were offered a chunk of new shares for expansion cash was a gift which would have returned him and Warren $10bn had they done it and held (they turned the offer down).
Wasn't Boadicea a queen Gareth? Famous for some of the earliest references to lady drivers with that chariot business? |
It wasn't Warner Brothers Boadecia, they did "that's all folks". Only joking. Good post Sir. |
Don't expect news - OXB prefers to grow in the dark, like a mushroom.
It's interesting to note that there is still enough money in the market to respond to a company that surprises to the upside. This happened today with CCC, which had a rough start with order delays in 1H24, then lost its briefly appointed CFO for an undisclosed reason. Clearly the doom was overdone and the price is now up about 25% this month on the full 2024 results and prospects. The turn around in OXB's fortunes should turn out to be much greater than that example with a correspondingly greater response - eventually!
I think it was WB (no doubt someone will correct me if wrong) that said the time to buy was when there was blood on the carpet. |
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