Oxford Biomedica Share Discussion Threads

[harry s truman] 06/6/2022 19:23

Dom,

On YouTube on any popular channel there are pretty identical comments where someone says that someone has changed their life with crypto advice and then another name immediately backs that up with a personal testimonial. Sometimes there's a whole chain of comments saying that x has changed their life immeasurably with guidance about y.

It's all a bit sinister in my book and smells like some kind of cult, but it must work for pulling new money in else they wouldn't do it. I guess it's like the scam telephone calls where 99% or more of people will either smell the rat or just tell them to go away, but if 1 in 1,000 will hand over the bank details...

[dominiccummings] 06/6/2022 19:02

Oh. Give up guys. No one follows up these posts.

[marcusl2] 06/6/2022 17:03

Yes H, probably lots of work for OXB going forward.



"We're seeing early data at ASCO that suggests these earlier limitations are going to be eclipsed by new innovations entering this space,"
says @ScottGottliebMD on immunotherapy.

[harry s truman] 06/6/2022 14:38

Marvellous Marcus, but there's a hint there of how difficult it is for a new / better mousetrap to get in there before the established standard of care (what everybody wants to do first). For those patients with the correct gene / cancer type then at the moment this looks like a miracle.

[marcusl2] 06/6/2022 10:19

Dostarlimab, an anti–PD-1 monoclonal antibody. Interesting story;

small biotechnology firm, Tesaro, agreed to sponsor the study. Tesaro was bought by GlaxoSmithKline, and Dr. Diaz said he had to remind the larger company that they were doing the study — company executives had all but forgotten about the small trial.



“We looked at your scans,” she said. “There is absolutely no cancer.” She did not need any further treatment.

“I told my family,” Ms. Roth said. “They didn’t believe me.”

But two years later, she still does not have a trace of cancer.

[marcusl2] 06/6/2022 08:23

This could boost pharma stocks, particularly immunotherapy companies.

Check the photos out!

'A complete remission in every single patient is “unheard-of”'
Combining genomics diagnosis of mismatch repair deficient + PD-1 immunotherapy led to complete remission of 18 consecutive patients w/ advanced colorectal cancer
#ASCO22

dostarlimab, an anti–PD-1 monoclonal antibody

[marcusl2] 05/6/2022 16:34

Yes H and I owned shares in some of them!

[ashleyjv] 05/6/2022 15:38

Scammers (bradfreddieBrad) are out in force today!! Don't get scammed

[harry s truman] 05/6/2022 14:20

Afternoon Marcus,

I seem to remember you posting a link of UK biotech companies which no longer exist. The loss doesn't get much bigger than that.

[harry s truman] 05/6/2022 14:08

I wonder how many people got sucked into crypto ponzi schemes via spam like this? I hope not many.

[marcusl2] 05/6/2022 14:07

Yes H, it`s only a bit of fun. No-one can predict the future. In addition to some knowledge, everyone needs their share of timing and luck.

I`ll not put up a list going in the opposite direction as it would take too long!

[harry s truman] 05/6/2022 13:52

They always used to do that with Microsoft and (much more long term) with Coca Cola, which resulted in some mightily impressive sums.

I often wonder though, just how many "ordinary" people who were in with a thousand dollars 20 years ago would still actually be holding today?

Personally speaking, if I were in that position and suddenly x years later that $1k investment looked like it would pay off everything I owned and leave me in a very comfortable position, then I'm sorry but they would be gone. I suspect that's true for almost everybody except the founders and the institutional holders.

There's a reality to life here which we all like to put to the back of our minds, but had Paull Allen kept all his shares then it wouldn't be a lot of use to him now would it?

Similarly with Apple, aside from the fact that Jobs is also dead, had they not made that switch into the phones, pads and music players, I wonder where they would be today as a niche supplier of quite expensive personal computers?

If you had asked me as a youngster to pick a name for the future then I would have said Commodore Business Machines as at the time variations of their PET machines were everywhere and they were into everything - from home machines to the very big stuff. The 2 lessons here being not to take my forecast on anything and that an awful lot of life is very random.

If any of us had bought gold 20 years ago (I'll not mention Gordon Brown and our national reserves), then I think it would be worth about 6x as much today.

I suspect if any of us could see 6x on our eventual OXB sales then we would consider that to be an excellent result. Just goes to show doesn't it?

[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!