Oxford Biomedica Share Discussion Threads

[takeiteasy] 18/6/2024 06:58

I sit here as a LTBH smiling at all this technical charting stuff, but I like to try to learn new things so follow their assessments from time to time...lols..seems to me a very long winded way of saying the stock is trying to find a new bottom to bounce back from? wdik of course on these matters :)

BULLISH PIERCING LINE
Definition
This is a bottom reversal pattern with two candlesticks. A black candlestick appears on the first day while a downtrend is in progress. The second day opens at a new low, with a gap down and closes more than halfway into the prior black body, leading to the formation of a strong white candlestick.
Trader’s Behavior
The market moves in a downtrend. The first black body reinforces this view. The next day the market opens lower via a gap, showing that the bearishness still persists. After this very bearish open, bulls decide to take the lead. The market surges toward the close, prices start to go up resulting in a close way above the previous day’s close. Now the bears are losing their confidence and are reevaluating their short positions. The potential buyers start thinking that new lows may not hold and perhaps it is time to take long positions.

nai etc

[harry s truman] 17/6/2024 18:03

No pressure then Gareth ;)

I would say that history tells us there is something afoot. It's extremely unusual for none of them to buy. Even in horrid years there's usually someone who has bought a few - even if it was only filling the spouse's ISA.

Last year nobody bought at the full year results.

At the interims we found out that they had been talking to IM about ABL and in the open period post interim results the following bought

Dr. Roch Doliveux
Dr. Frank Mathias
Stuart Paynter
Leone Patterson
Catherine Moukheibir
Stuart Henderson
Sebastien Ribault
Nick Page
Matthew Treagus
James Miskin
Namrata Patel
Spouse of Mr. Hayden

We know they are there or nearly there with a new commercial manufacturing contract which is already signed (see RNS) so it won't be that.

I have lots of guesses (which you have probably seen) but it could also be something completely different. Maybe they have finally found a buyer for one (or all) of our old in-house drugs. Who knows. But they are up to something.

[harry s truman] 17/6/2024 14:51

You know where I stand Dom (or in this case sit) but I think on low volume (63k today as I type) it's pretty difficult to type any kind of sweeping statement with any confidence.

OXB seem to be meeting (possibly bettering) what they promised 7 weeks ago and we are a fortnight from them closing the books on H1.

If there has been no news before, then I would really hope that at the AGM they will give some reassuring words that H1 will be as previously guided (or better) and perhaps an update of that table.

We all know (or we should know) that our commercial production for Novartis has been a multi-year banker for us which essentially saved our company. It used to be a large part of our income, but now the company is bigger it's a smaller but still very significant fraction (maybe 10 or 15% of revenue) and we are about to get at least one more of those. The future looks brighter every time they update us.

I wouldn't be a seller at this level but similarly I'm not going to say that someone taking a profit now is wrong.

[harry s truman] 17/6/2024 14:40

I think "in silico" means computer simulations rather than someone actually doing the experiments Phil. Maybe following on from our tie-up with Microsoft?

[dominiccummings] 17/6/2024 13:04

#8079 I hope so Mr President Sir. However, it can't be much longer for the buyer(s) at our low take their 50% profit and finish selling, can it?

[philh75] 17/6/2024 11:59

Another paper

Check out our new publication in Biotechnology and Bioengineering in collaboration with the Bracewell group at UCL! Our paper delves into AIEX (Anion Exchange) chromatography for the purification of our lentiviral vectors (LV). Our technical team have identified the LV structural factors that are responsible for binding to AIEX adsorbents. This development is a critical step towards a mechanistic understanding of the adsorption process, paving the way for "in silico" process development to improve timelines and efficiency.

[harry s truman] 17/6/2024 11:17

Appreciate that today's price action so far is probably best explained as randomness on low volume, but 7 weeks today since the results and we seem to be back to silent running...

Yes there may be a good reason for that, but even if they can't talk about that particular elephant then maybe 2 months post results (on the AGM a week today) would be a good time for the first outing of the promised "regular" KPI table update?

[harry s truman] 16/6/2024 14:43

An off the shelf therapy is a cheaper / better mousetrap PB.

But your body has had since the beginning of time to learn what should / shouldn't be in there - so it's a very tricky one to make something which works.

There are lots of autologous treatments out there (your own cells modified and put back) which work astonishingly well (some around 60%) in patients at end of life who have failed on every other treatment.

People have been trying to perfect allogeneic (same modified cells for every patient) for just as long - and it's really smart people in both camps (sometimes the same scientists have worked with both).

All the current CAR-T drugs approved are autologous.

However (and I guess you already know this) we have a finger in the experimental allogeneic pie via our partnership with BEAM. See below:-

BEAM-201: Universal CD7-targeting CAR-T cells BEAM-201 is a development candidate comprised of T cells derived from healthy donors that are simultaneously edited at TRAC, CD7, CD52 and PDCD1 and then transduced with a lentivirus encoding for an anti-CD7 CAR that is designed to create allogeneic CD7 targeting CAR-T cells, resistant to both fratricide and immunosuppression. We have dosed the first patient in a first-in-human Phase 1/2 clinical trial designed to evaluate the safety and efficacy of BEAM-201 in patients with relapsed/refractory T-ALL/T-LL. Key safety endpoints for the trial include treatment-emergent and treatment-related adverse events, and key efficacy endpoints include proportion of patients with complete or partial responses, proportion eligible for HSC transplant and proportion achieving minimal residual disease negative status. We are continuing enrolment in the Phase 1/2 clinical trial and expect to report an initial clinical dataset for BEAM-201 in the second half of 2024 and to seek potential partnership for this and other potential ex vivo CAR-T programs, including our ongoing research into creating next-generation allogeneic cell therapies with multiplex base editing.

[pharmaboy3] 16/6/2024 14:17

It's really interesting for any newbies ( and me!). Full disclosure, I am in at Euro 17 !Inspite of warning from Marcus !HTTps://www.linkedin.com/posts/max-de-brouwer-cfo_cart-celltherapy-immunotherapy-activity-7206360125152874496-dDW_?utm_source=share&utm_medium=member_android

[marcusl2] 14/6/2024 15:53

🚀 $CABA shows potential Immune Reset in SLE patient & benefit on clinical efficacy endpoints!

Safety
🔘4 day hospital stay + conditioning
🔘No CRS, No ICANS = no tocilizumab
🔘No infections during follow up

Efficacy
🔘 Complete B cell depletion by day 15
🔘 Improvement in disease scores
- IMNM patient: TIS of 30
- SLE Patient: SLEDAI-2K from 26 to 10
🔘Immune Reset: naive B cell repopulation observed

[marcusl2] 14/6/2024 15:44

Blackstone Inc. purchased a new stake in Cabaletta Bio, Inc. (NASDAQ:CABA - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 347,494 shares of the company's stock, valued at approximately $7,888,000. Blackstone Inc. owned approximately 0.81% of Cabaletta Bio as of its most recent SEC filing.

[supernumerary] 14/6/2024 14:12

And this is how it works:

[harry s truman] 14/6/2024 14:09

Relevant OXB RNS



Oxford Biomedica initially licensed its LentiVector® platform to Cabaletta Bio for their lead product candidate, DSG3-CAART. The agreement has now been extended to grant a non-exclusive license to Cabaletta under Oxford Biomedica’s LentiVector® platform IP for their CAR-T programme, CABA-201, a 4-1BB-containing fully human CD19-CAR T cell investigational therapy. Cabaletta Bio has received two IND clearances to date for CABA-201 and plans to initiate a Phase 1/2 clinical trial for patients with systemic lupus erythematosus and lupus nephritis and a separate Phase 1/2 clinical trial for patients with myositis.

[harry s truman] 14/6/2024 13:11

At week 12 of follow-up for the IMNM patient, the data show a decline in creatinine kinase from 617 at infusion to 308 and a total improvement score (TIS) of 30, which is consistent with the clinically meaningful improvement seen in the academic experience of a similar 4-1BB CD19-CAR T construct that also recently reported data from an IMNM patient.

At week 4 of follow-up for the SLE patient, the data demonstrated an improvement in the SLEDAI-2K (systemic lupus erythematosus disease activity index) score from 26 at baseline to 10.

Needs a medic really, but that looks good early data to me.

[takeiteasy] 14/6/2024 12:08

Looking at the chart - the traders may think they need to rely on 3 quid to hold as support...nai etc

ps - chart support at £3 was never in doubt was it with the scale of committed shareholders here :)

[dominiccummings] 14/6/2024 11:12

The spread appears to be 16.5p, so, over 5%.

[harry s truman] 13/6/2024 18:28

For as long as I've owned OXB, the experience has been a bit like the old job description for commercial pilots - i.e. hours of boredom separated by a few hectic minutes - and repeat.

It's 6 weeks and 3 days since we had a really excellent presentation.

All circumstantial evidence (mainly job ads) suggests that Seb's sales team is bringing in new business in quantity.

We have seen lots of press stories to the effect that after a dreadful post covid period the work is back, for example:-

We can be reasonably confident that not a single insider buying (in the open period which normally follows the results) means that it wasn't open because they know something is about to drop.

What that is and the timing of it are anybody's guess, but it's plainly not "just" another customer or another contract pending which could be expected as part of our normal business (as that didn't stop them after the interims last year did it?).

Unfortunately watched pots never boil - and I should know as I've watched a few. We just have to wait.

On the upside, Cabaletta Bio is presenting initial clinical data from each of the first patients in the RESET-Myositis™ and RESET-SLE™ trials tomorrow.

We partner CABA-201 see and they have already presented excellent safety data. Could indirectly be a good news day for us.

[takeiteasy] 13/6/2024 15:49

Someone must be topping up :) nai etc

[dominiccummings] 12/6/2024 22:25

Perhaps because all railway lines end up in London?

[harry s truman] 12/6/2024 21:45

Dom,

I'm probably geographically biased with this one, but I wonder how much it costs to host an AGM in London? If they have the capability to host it in Oxford for little cost and minimal disruption then why not?

[harry s truman] 12/6/2024 21:41

Plutonian,

I'm not sure that we're differing here. I'm sure I remember (it is a long time now) JD when we bought the old Cobra building explaining that we cancelled our RetinoStat trial order when TRIST halted, then when Sanofi did the ocular deal we immediately reordered, but as well as losing our place and deposit, it also cost us 13 months as we went to the back of the queue again.

What I am saying is that whilst OXB made it very plain initially that it was for security of supply with our own drugs (Novartis later changing that and then our whole business) those cell lines and later the suspension tech can still only do some very specialised work. It could never do what the questioner suggested.

[dominiccummings] 12/6/2024 21:15

I attended the AGMs for more than a decade, and valued the opportunity to speak to the board personally, and look them in the eyes. I didn't go Coid year of course, the following year was also 'virtual'. Last year they decided to make it in Oxford. This said to me "We don't want private investors to come so we won't make it easy or convenient".
Attendance over.