Oxford Biomedica Share Discussion Threads

[harry s truman] 23/6/2022 10:10

Just one more quick one and I appreciate this is extremely controversial, with trenches already dug on each side, but there's a paper out now for peer review:-

"Serious Adverse Events of Special Interest Following mRNA Vaccination in Randomized Trials"



Obviously we have an iron in the fire here with our AZ vaccine work and we all know that the mRNA guys won the PR battle hands down, but if this is correct then doesn't it say that the chances of a severe adverse effect from mRNA vaccine was actually greater than its hospitalisation from covid risk reduction?

I'd expect to hear nothing more about this, but remember that the mRNA vaccine manufacturers now want this in the under 5s when the average casualty was mid 80s with multiple comorbidities.

[harry s truman] 23/6/2022 09:33

Once again my running wish list of things ranging from what we can reasonably expect now to those more in the future hope department :-


More LV deals for Oxford.

New AAV deals for Boston (2 promised before year end by Roch).

Whatever Serum are planning under this Memorandum of understanding signed with OXB about building their footprint in the UK as mentioned by Stuart? (we can probably guess vaccine work in OxBox but they need to say).

OXB / Novartis RNS (re need for more vector for CAR-T after approval in FL would be nice).

Partner the in-house CAR-T drug - OXB-302 Acute Myeloid Leukaemia (they are preparing for clinical trial which Roch said we are NOT! going to do ourselves so surely they must have somebody lined up).

Partner something re in vivo CAR-T (is this basically T-Charge?) / confirmation from Novartis that their T-Charge program uses Lentivector.

One of our liver drugs partnered OXB-40X/Y/Z (early stage but somebody might want to licence).

News from any of our partners who are in the clinic with our tech (vague I realise but you never know as we have a lot of partners).

News from AZ re covid vaccine (Roch said when not if - and we can all see the usual suspects now positioning for the next round of the pandemic).

Relicense the PD drug as they say they have 2 companies waiting for the legal end with Sio (I'm think this won't be quick, but you never know).

[harry s truman] 23/6/2022 09:23

One week today is the end of H1 for OXB and the basis of the interim results presentation come August / September.

I appreciate that they will also report on things "post period" but it would be nice if they could sign something in the next week to include within it.

[dominiccummings] 23/6/2022 08:48

Carry on your self delusion bodger. But please don't feel bad about not being counted in for 'Wealth Management', lots of people can't make it.

[badger60] 22/6/2022 22:32

If you don't like what I post.....use the filter........when it went down to 4 quid very recently, it was all far less "holier than thou"........

[harry s truman] 22/6/2022 19:27

Advert in the trade press today



LentiVector platform: The first and leading commercial lentiviral-based gene delivery system
by Oxford Biomedica
Wednesday, June 22, 2022 9:19 am

Oxford Biomedica’s LentiVector platform, which delivered the first FDA and EMA approved CAR-T cell therapy, enables the successful development of breakthrough gene and cell-based medicines.

Discover more about the platform and our long and broad clinical and commercial track record, which spans over 25 years.

Oxford Biomedica’s LentiVector platform enables the successful development of breakthrough gene and cell-based medicines. We have a long and broad clinical and commercial track record in the gene therapy field spanning over 25 years. Our data demonstrates over seven years of stable, dose dependent gene expression in patients after direct in vivo administration. Several hundreds of patients have now received ex vivo and in vivo treatment with therapies that use our vectors.

Our LentiVector platform has delivered the first FDA and EMA approved CAR-T cell therapy.

An integrated technology platform
Our partners have access to our LentiVector platform that includes a class leading suite of technologies to improve efficiency, scalability and quality of vector production. These proprietary manufacturing technologies can also be licensed independently.

Our LentiVector platform is widely recognised as a leading solution in gene therapy and it is the world’s first available FDA approved commercial supply of lentiviral vectors.

Advantages of lentiviral vectors over other vectors, such as AAV
Deliver large therapeutic payloads (up to 10kb) into target cells
Provide permanent modification of dividing and non-dividing cells
No pre-existing immunity of lentiviral vectors makes the platform safe
Our vectors are optimised and well-characterised, with quality attributes that satisfy international regulatory expectations, and are known by key regulatory authorities. Our “minimal” lentiviral vectors have key safety features, such as self-inactivating LTRs, mutated WPRE and codon optimised Gag/Pol to minimize the risk of recombination.

Continuous innovation
We continuously innovate to improve our LentiVector platform by:

Engineering our proprietary cell lines and vectors to improve bioprocessing yield
Developing new analytical methods to increase efficiency and quality
Investing in automation and state-of-the-art manufacturing technologies, such as a serum-free suspension bioreactor processes
Using in silico design tools and machine learning to drive development and innovation
Collaborating with innovative companies to integrate cutting-edge technologies into the LentiVector platform

Categories: BioProcess Insider, Sponsored Content

[harry s truman] 22/6/2022 19:25

Oxford BioMedica plc 56.1% potential upside indicated by RBC Capital Markets

RBC Capital Markets set a target price of 1,070 GBX for the company, which when compared to the Oxford BioMedica plc share price of 469 GBX at opening today (22/06/2022) indicates a potential upside of 56.1%. Trading has ranged between 414 (52 week low) and 1,678 (52 week high) with an average of 230,986 shares exchanging hands daily. The market capitalisation at the time of writing is £434,246,344.

Oxford BioMedica Plc is a United Kingdom-based fully integrated, cell and gene therapy company. Cell and gene therapy is the treatment of disease by the delivery of therapeutic genetic material (DNA or RNA), into a patient’s cells. The Company’s segments include the Platform and Product. The Platform segment, which includes bioprocessing and process development activities for third parties. It also includes internal technology developments and technical intellectual property within the LentiVector platform. The Product segment consists of the clinical and pre-clinical development of in vivo and ex vivo cell and gene therapy products (gene therapeutics). Its product pipeline includes OXB-302, OXB-40X, OXB-40Y, Axo-Lenti-PD, and OXB-40Z. Its lead programme is OXB-302, which targets 5T4, which is being investigated in Acute Myeloid Leukemia. It works across viral vector delivery systems including those based on lentivirus, adeno-associated virus (AAV), and adenovirus.

The share price for Oxford Biomedica plc (OXB.L) is currently trading at GBp470.50 (2.51%)

[qnq] 22/6/2022 18:18

1. yes we know how much Nivartis pays.
2. the extension of kymria (age wise and ....) will bring in more revenue
3. phenix will bring in a lot of revenue.
4. other treatments in pipeline
5. one of the new companies worldwide that are fda approved to manufacture lentivector.
it's a great quality, expanded facilities. it's a biotech value it innthe eyes of a large pharma.

[you for me] 22/6/2022 17:52

Probably gives you far more to concern yourself about than it does me, so why are you wasting your precious time in your old age commenting on a company that doesn't concern you 🤣🤣🤣 come on doger go and enjoy the sunshine don't worry yourself about this company unless off course you had your fingers burnt in the past and you won't to take out your anger on this company 😹😹😹

[seanje] 22/6/2022 15:24

Nobody cares less what you think Bodger. Your opinions are of no interest to us at all.

[badger60] 22/6/2022 15:04

DCSo they're not getting paid then. Nah......my #259 comprehensively sums it up....OXB.75% down in 10 months probably gives you far more to concern yourself about than it does me.......

[pezza51053] 22/6/2022 14:05

For Bodger £CXXVIIVII - hope this helps

[dominiccummings] 22/6/2022 13:26

Seem to have touched a nerve bodger, eh.

[badger60] 22/6/2022 13:00

How much does Novartis pay OXB......and how much does OXB actually (profit) make out of it? Does anyone know?
(Answers in accurate numerals will suffice).

[harry s truman] 21/6/2022 18:46

At the results presentation, Alistair Campbell of Liberum asks the following:-

"Second question, well, having trouble, hopefully not have much, but just thinking about Novartis, increasingly, they seem to pointing towards their new T-Charge technology as the key to truly building a successful CAR T portfolio. We had data from one of these projects late last year, which is Kymriah upgrade and the data looked pretty good. And they're talking about moving that into registrational trials this year. And thinking of digging around, it looks like that's also powered by lentiviral technology.

Would I be foolish to assume that you're involved in that? And just to confirm, any future products that come from that Novartis pipeline would they be on similar economic relationship arrangements that you currently have with Kymriah? Thanks."

Roch asks Kyri to answer and then Stuart chips in as follows:-

Kyri Mitrophanous

With regard to your question regarding T-touch technology, I think we'd have to refer to Novartis to confirm that they're using retroviral vectors. But most CAR-T therapies are using retroviral vectors if I can say that. And in terms of the financial terms for CAR-T therapy, I'll ask Stuart to comment on that.

Stuart Paynter

We would expect we've got a long term path with Novartis now about how we work with them, and we will work with them for the best part of several years. And we wouldn't expect a big difference between the economics of Kymriah, etc, to anything new we work on them with. They are still going to utilize our platform to do that.

Just to comment on the research pieces that you mentioned, [Indiscernible] etc. I mean, Kymriah is absolutely right. I mean, Kymriah we state, about extremely [Indiscernible] but we can't make every single innovation necessary to continue cutting edge ourselves. It just come happens. And what we do is we carry and the business development team scale the wealth for some of the best innovation is ongoing. And we look to cash similarly. And they'll collaboration's tech licenses to technologies which will then falsify our platform and our offerings going forward.

So we're trying to do this in a smart way. We're not trying to do everything ourselves. We're trying to look at the important stuff ourselves. We're making sure that we're leveraging these really small. And if it's a small companies can help us spotify our platform, which ultimately it's going to be the key to the offering, whether VIE, the all Lenti, if we're going to be indicative serves provided we need to be offering the latest technologies to our partners in order to give them a robust, safe high yield process, which they'll title.

====

OK this is me typing now - the above is machine generated by but I just copied what I thought were the relevant parts regarding this issue.

You only really need to read the last line of Stuart's first paragraph above "They are still going to utilize our platform to do that.".

[dominiccummings] 21/6/2022 16:53

#255 That's great because T-Charge uses OXB's lentivector

[dominiccummings] 21/6/2022 16:34

Presumably folks that want to adopt T-Charge will also want to use OXB lenti as it is already approved in a medicine which the authorities with allow for.

[marcusl2] 21/6/2022 15:49

That is indeed excellent news Tuco.


This should lead to much better outcomes for patients as the delay in manufacturing the Car T was too late for many patients. An improvement on Kymriah but still using the OXB vector.

Dr Shah Highlights a First in-Human Study of YTB323 for Patients With R/R DLBCL



Taking Charge—biotechs already approaching Novartis to partner on 'game changing' CAR-T platform
By James WaldronJun 14, 2022 01:00pm



“We really envision this as a platform that will be game changing for the future of CAR-T,” Brogdon said. She hopes the potential for the T-Charge platform to make CAR-Ts easier to manufacture and therefore reach patients means it can compete with these off-the-shelf options.

[fhasson] 21/6/2022 14:48

For information OXB just confirmed they are not involved in HSV -1 type vectors . So just commenting only in this article.

[badger60] 21/6/2022 14:34

DCThe "note" has done wonders for the share price I wouldn't waste my money paying for having to read it.....oh ! still waiting to see "your" 800pps in less than 2 months.If Diggle....sorry tucos posting it's normally a sign that the troops need rallying and/or he's posting lies and hype......25 quid party (ahem).