Oxford Biomedica Share Discussion Threads

[marcusl2] 05/6/2022 11:24

@JonErlichman

Value of $1,000 invested 20 years ago:

Monster Beverage: $1,057,500

Apple: $380,576

Netflix: $168,342

Amazon: $136,247

Nvidia: $71,450

[harry s truman] 04/6/2022 21:03

YFM,

With hindsight it's pretty obvious that that for a lot of people OXB was just seen as a covid vaccine play.

If we were then I could understand the 70% battering on the AZ news - very similar to the fate suffered by Novavax (who are genuinely a vaccine company) in the story linked by Plutonian.

We need some news to remind the market that we actually do other things for our day job, but unfortunately OXB are struggling a little bit with that news-flow at the moment.

My glass half-full head has all kinds of potential scenarios of why that might be, but the fact remains that until OXB tells the market about anything, the market will just assume that there is nothing other than the things which have already been discussed.

I have a feeling that it might be a bit like uncorking a bottle, or as others have said like buses coming in threes, but whenever and however we just need news.

[dominiccummings] 04/6/2022 19:10

... but a bigger circle.

[you for me] 04/6/2022 18:07

Just found a screen shot showing the price for oxb in September 2019 to be £5.40
four years on we have done a full circle .

[dominiccummings] 03/6/2022 16:57

Maybe we are into allogenic for Novartis, and the deal is exclusive?

[harry s truman] 03/6/2022 10:27

Further to what we mentioned yesterday (when talking about our TCR links with Bristol Myers Squibb and Immatics), I saw the following story this morning:-

"UPDATE: Bristol Myers triples-down on Immatics"



"So what does BMS see in this tiny biotech? The new agreement will involve Immatics’ gamma delta T cell-derived, allogeneic adoptive cell therapy platform, called ACTallo. The companies will develop multiple allogeneic, or so-called off-the-shelf, TCR-T and CAR-T programs."

There's a diagram at the bottom of this page and I'm presuming that step 2 there is where we would be helping with this?

Regardless and whatever the reason, BMS are obviously very keen on this and of course it's a bit more evidence of the predictions we have seen for cell and gene therapy manufacturing demand / requirements over the coming years.

Do we know anybody with a few vectors to choose from and lots of capacity?

[dominiccummings] 02/6/2022 22:43

#3245 Pimp!

[harry s truman] 02/6/2022 19:38

Alliance for Regenerative Medicine

Building Workflows to Achieve Predictable Manufacturing Outcomes Workshop



Speakers:
Jessica Carmen, Ph.D., Business Development Advisor, Oxford Biomedica
Jason C. Foster, CEO and Executive Director, Ori Biotech
François Gianelli, Pharm.D., Senior Director, CMC and Quality, Voisin Consulting Life Sciences
Andy Holt, Chief Commercial Officer, Ncardia
David Smith, President and Chief Commercial Officer, Akron Biotech

[harry s truman] 02/6/2022 15:40

A very sobering read (about Shawn) Marcus and something to put things into perspective for the rest of us.

If Novartis's T-Charge and OXB's in vivo CAR-T (which may be related) shorten manufacture times by growing on inside the patient rather than in the bioreactor then surely that can only help with the shortage of factory slots? I hope so anyway.

[marcusl2] 02/6/2022 15:33

Juno’s TCR technology provides the T cells with a specific T cell receptor to recognize protein fragments derived from either the surface or inside the cell. When either type of engineered T cell engages the target protein on the cancer cell, it initiates a cell-killing response against the cancer cell.

The body’s immune system routinely detects and eliminates abnormal cells through a process known as immunosurveillance. For the majority of the time this works effectively. However, cancer cells can mutate and evolve employing immunosuppressive and evasive mechanisms such that a number escape in a process termed immune editing and a tumour becomes established. Recent work has uncovered many such mechanisms, and, in most cases, cancers employ several to avoid recognition and destruction. Exhibit 1 illustrates the seven steps in how the immune system recognises and kills cells, showing the iterative nature of the many, and subtle, inter-plays between cancer cells and the various components of the immune response.

In the first step, the transformation of normal cells to cancer cells (oncogenesis) causes the release of neoantigens. These are captured by dendritic cells (DCs), which process the neoantigens and present the captured antigens on MHCI and MHCII molecules to T cells (Step 2). To generate an anticancer T cell response, this must be accompanied by signals specifying immunity in case peripheral tolerance to the tumour antigens is induced. Such immunogenic signals might include pro-inflammatory cytokines and factors released by dying tumour cells.

This prepares and activates effector T cell responses against cancer-specific antigens (Step 3), which are now recognised as foreign or as those against which central tolerance is incomplete. The nature of the immune response is defined at this stage, with a critical balance representing the ratio of T effector cells vs T regulatory cells determining outcomes.

The activated effector T cells traffic to (Step 4) and infiltrate the tumour bed (Step 5), specifically recognising and binding to cancer cells through the interaction between its T cell receptor (TCR) and its cognate antigen bound to MHCI (Step 6), and subsequently killing their target cancer cell (step 7). Cancer cell killing releases additional tumour-associated antigens (Step 1 again), which increases the breadth and depth of the immune response in subsequent revolutions of the cycle.

Normally we are protected strongly by our immune systems but when this cycle is not operating properly, such as when tumour antigens are not detected correctly by dendritic cells or the TME suppresses the effector cells that are produced, cancerous cells take hold and tumours form.

[marcusl2] 02/6/2022 14:54

This is a good read.




The shortage in CAR-T is currently a crisis for just myeloma products, but experts said supply chain constraints in some of the raw materials needed to create CAR-T cells may spill over to lymphoma and leukemia treatments — especially as the therapy becomes eligible to more patients as a second-line therapy.

[marcusl2] 02/6/2022 14:32

Very encouraging H.

1st CAR-T/TCR-T*
(Bristol Myers Squibb)

Undisclosed Phase I
2nd CAR-T/TCR-T*
(Bristol Myers Squibb)

Undisclosed Pre-Clinical
3rd CAR-T/TCR-T*
(Bristol Myers Squibb)

Undisclosed Pre-Clinical
4th CAR-T/TCR-T*
(Bristol Myers Squibb)

Undisclosed

[harry s truman] 02/6/2022 10:10

A lot of words in the quote below, but the key part is "PBMCs are activated and subsequently mixed with a lentiviral vector which introduces the genes encoding the target specific TCR into the T cells"



Patients eligible for clinical trials with ACTengine® product candidates have a portion of their white blood cells collected using a well-established process called leukapheresis, a procedure in which a fraction of the white blood cells of a patient is extracted from their peripheral blood. These white blood cells are transferred to a manufacturing facility where peripheral blood mononuclear cells (“PBMCs”), which are a subset of white blood cells, are isolated from the leukapheresis product. PBMCs or a selected subset of T cells (e.g. CD8+ T cells) is the starting point of the ACTengine® manufacturing process. T cells contained within PBMCs are activated and subsequently mixed with a lentiviral vector which introduces the genes encoding the target specific TCR into the T cells. These genetically engineered T cells are expanded in the presence of a cytokine mixture. All in all, the total ACTengine® manufacturing time is ~1 week. The ex vivo expanded T cells are concentrated and frozen before undergoing quality control release testing. The resulting cell product can be stored frozen long-term until the patient is ready to receive the infusion.

[harry s truman] 02/6/2022 10:01

Morning all, happy jubilee and all that.

In my newsfeed today are a lot of stories about Kathy Wilkes, an American lady suffering with pancreatic cancer which had spread. I think most people realise that's a pretty bad place to be and she had exhausted conventional treatment options.

She was treated experimentally (compassionate grounds I guess) with TCR and had the problematic main tumour shrink by 70% and stay that way for a year.





Relevance to OXB? We partner BMS and Immatics with TCR research.

[marcusl2] 01/6/2022 21:38

D Backer
He has been involved in gene therapy and cell therapies for almost 25 years, starting as owner and founder of Molecular Medicine BioServices, a CDMO that started in the late 1990s focusing on GMP manufacturing of viral vectors. Dave broadened out into cell therapy and gene editing as Head of Commercial Development within MilliporeSigma’s ‘Promise Venture’ that focused on cell and gene therapy products and services.

Most recently, Dave was SVP of Commercial Development at ElevateBio, a technology company that centralises Chemistry, Manufacturing and Control related functions for partially or wholly owned companies, as well as more traditional Contract Manufacturing Organisation services for select strategic partners.

[harry s truman] 01/6/2022 15:52

Never seen this guy before



Dave Backer, Chief Commercial Officer
Oxford, United Kingdom

At the Alliance for Regenerative Medicine

[harry s truman] 01/6/2022 15:50

Many thanks for the reply Tuco.

Fortunately OXB has trained me very well in the art of being patient ;)

[gareth jones] 01/6/2022 14:05

Nice to hear from you Tuco, Sir. If the likes of Novo and Serum believed in OXB enough to invest vast quantities and the much higher price they did then one obvious defense play would be to add further at much cheaper levels to strengthen their control over any such bid. Perhaps they realize the don’t need to be so defensive?

[tuco 1] 01/6/2022 13:51

Harry I wouldn't worry too much on that score . I cannot speak with certainty on the intentions of other large shareholders , but Novo and Serum Institute for example (who invested at £14.78 remember ) would certainly not be tempted by a cheeky approach at say £10 right now in my opinion .They are both very long term as are we .

You are right that we currently have a perfect alignment of awful factors that have crushed biotech and life science valuations to an even worse extent than in 2008 . But I do believe that OXB are the best at what they do on the planet . AAV is the fastest growing viral vector in the world and we are well-positioned now to become a leader in that vector as well as Lenti.
We just need to be patient .


Tuco.

[gigabit] 01/6/2022 09:27

Possibly yes - but probably no. In the absence of an AZN deal to replace the 'paused' one OXB revenue is another GBP 300,000 below the equivalent day last year. That applies to every day of every week that passes. The loan will only cover that for 6 months and then what?

If the Chairman is active then we need to see some results of that activity.

[plutonian] 01/6/2022 09:02

Sounds like GSK are pivoting towards our area of expertise...

"Following the Demerger, GSK will focus purely on biopharmaceuticals, prioritising investment towards the development of innovative vaccines and specialty medicines. Its R&D approach will continue to focus on the science of the immune system, use of human genetics and advanced technologies."

Update: Proposed demerger of the Consumer Healthcare business from GSK to form Haleon