Oxford Biomedica Share Discussion Threads

[harry s truman] 27/6/2022 09:22

I think you already know the answer to that one Phil. Similarly I don't think we need Sherlock Holmes to work out who voted Brucie down twice.

My impression of Mystic Meg today would be to note that often on a Monday morning the bots have run the price down first thing to prepare us for the disappointment of the rest of the week.

That hasn't happened today and it keeps looking like it might get to £5, so maybe there is something in the background here which may (or may not) be news before the half year end period on Thursday close?

[badger60] 27/6/2022 08:45

DCI think Harry's got it right.OXB need some substantive, income earning good news to get the share price over a fiver and keep it there. The declared 3 month cash burn from Homology is horrendous.

[brucie5] 27/6/2022 08:17

Nice to see a Classical revival on the boards...

[brucie5] 27/6/2022 08:16

Biomedica Oxonienis?
Solendum est vobis nominibus Latinis uti, si velitis Latine loqui!
In hoc casu fortuna fortes iuvat..

[philh75] 27/6/2022 07:58

Are we all experts on Latin, or are we using Google translate? :-)

[gigabit] 27/6/2022 07:32

...sed lacus sit vacuus.

[badger60] 27/6/2022 01:27

DC
No lies in my posts old boy......the figures are copied straight from the Homology web site.
Nice to see you still bleating over on the PRM thread along with the other castaways.
I'm not surprised that you got the hump when Pearce didn't even buy you a drink.....you must have bought him a public house or 2 over the years in PRM shares.......oh well, that's "Wealth Management" working for you.....

[badger60] 27/6/2022 01:18

DC
The fact that they don't reply doesn't mean that my posts are not being read. ....... you're reading and replying.........so why are you chastising yourself?
Oh yeh......Gigabit definitely reads them.
Ad majorem dei gloriam.

[gareth jones] 26/6/2022 19:38

May I make a bold predict without any pre-knowledge gents (ladies), ? I think this may be a better week for OXB. The future, I believe is bright, the future (I believe) is OXB. Tempus Omnia Revelat.

[fhasson] 26/6/2022 17:49

Maybe to our benefit with Novartis and any new collaborations. https://www.swissinfo.ch/eng/politics/us-and-switzerland-working-on-pharma-agreement--says-us-ambassador/47704564

[dominiccummings] 26/6/2022 10:45

Good to see how many acolytes are following you bodger. They can clearly see that you are stark staring bonkers as well as being a liar.

[badger60] 26/6/2022 08:33

The OXB org employee headcount must be nearly 1000 by now.

[badger60] 26/6/2022 08:14

They really ought to change their "OxBox" acronym.....it can't accurately describe what they fiddle about with in their premier biotech facility................or does it??
Changing the acronym would probably lift the share price a tad.........

[badger60] 26/6/2022 06:30

DC
See what I mean????
Annualised that's the thick end of 160 Mio USD Homology cash burn..... everything and more than the entire AZN contract duration revenue earned by OXB.........

[badger60] 26/6/2022 06:24

Homology 1st quarter
They sure know how to spend it!! (Ouch!)


Total operating expenses for the quarter ended March 31, 2022 were $38.4 million, compared to $30.4 million for the quarter ended March 31, 2021, and consisted of research and development expenses and general and administrative expenses.

Research and development expenses for the quarter ended March 31, 2022 were $24.3 million, compared to $21.8 million for the quarter ended March 31, 2021. Research and development expenses increased due to higher external development costs for earlier stage programs, specifically related to the development of HMI-104, Homology’s GTx-mAb product candidate for PNH, and HMI-203, the Company’s investigational gene therapy in development for the treatment of adults with Hunter syndrome. Employee-related costs also increased due to additional employee headcount to support ongoing development programs and research initiatives, which resulted in increases in salaries, payroll taxes and stock-based compensation expense. Partially offsetting these increases was decreased direct research expenses for HMI-102 as the trial was placed on clinical hold.

General and administrative expenses for the quarter ended March 31, 2022 were $14.1 million, compared to $8.7 million for the quarter ended March 31, 2021. The increase in general and administrative expenses was largely due to professional fees incurred in connection with the OXB transaction, which included strategic advisory, legal and audit fees related to the unique structure of the collaboration that provided

[badger60] 26/6/2022 06:14

Homology are doing well.....USD 38 Mio lossFirst Quarter 2022 Financial ResultsNet income for the quarter ended March 31, 2022 was $92.1 million compared to a net loss of $(1.1) million for the quarter ended March 31, 2021. Net income for the three months ended March 31, 2022 was primarily due to a gain of $131.2 million on the sale of the Company's manufacturing operations, offset by operating expenses of $38.4 million. Diluted net income per share was $1.59 compared to diluted net (loss) per share of ($0.02) for the same period in 2021.Collaboration revenues for the quarter ended March 31, 2022 were $0.8 million, compared to $29.3 million for the quarter ended March 31, 2021.

[badger60] 26/6/2022 03:58

DC
ps.... careful how you use the term " explode"......it could well be in your face.
OXB share price 1675p 10 months ago......today it's 482p, having recently dipped below 400p.

Added to which we'll all know if OXB hits a new golden egg contract.....as it will be spread all over the world via RNS.....aka AZN, which embarrassingly is still referred to but no longer exists ......

[badger60] 26/6/2022 03:53

DC
Thanks for the offer, but I'll pass.
The big problem is cost of development.....and that's assuming that the products work and/or get approved.
OXB is a relatively small company with a large portfolio (25) with a few phase 1 drugs ....mostly pre clinical and a couple phase 2, and now with very limited cash resources and a huge cash burn overhead, far more now (circa+ 100 mio pa US) with Homology, and a 70 Mio quid debt repayable in 9 months. The company is betting on Novartis CAR-t with OXB lentivector for any significant revenue, which has yet to happen.....and Kymriah, as you know, has had its problems.
We've already recently seen three OXB product development collaborations cancelled by third parties, Sanofi, Sio Gene and Orchard Theraputics......along with the bombshell cancellation of by far the most ever lucrative, AZN Vax contract.
As I've said many times before, imo OXB have taken on far too much with their Homology investment. In this respect, every additional product becomes an expensive development financial liability...... especially if/when it turns out to be a dud......don't forget Bluebird, 98% down since 2018 because of its cavalier inept cost management.

[dominiccummings] 25/6/2022 15:56

No bodger. Your either Wealthy, or you aspire to be wealthy. If the former, you're on their list. If not, buy OXB and wait for this to explode:-

[marcusl2] 25/6/2022 15:23

Hopefully Tuco.

When we add up the Royalties and manufacturing fees if some of these get to market then OXB should be flying.

[harry s truman] 25/6/2022 14:17

Thanks Effham,

Presumably from the viewpoint of OXB shareholders that could read "separately transduced ex vivo using a replication incompetent lentiviral vector" and manufactured in OxBox.

A confirmation RNS to that effect that this is one of the 4 BMS (Juno) products which we support and noting the approval would be very nice to see.

[effham_hall] 25/6/2022 14:06

Breyanzi uses a lentiviral vector -

1. NAME OF THE MEDICINAL PRODUCT
Breyanzi 1.1-70 × 106
cells/mL / 1.1-70 × 106
cells/mL dispersion for infusion
2. QUALITATIVE AND QUANTITATIVE COMPOSITION
2.1 General description
Breyanzi (lisocabtagene maraleucel) is a CD19-directed genetically modified autologous cell-based
product consisting of purified CD8+ and CD4+ T cells, in a defined composition, that have been
separately transduced ex vivo using a replication incompetent lentiviral vector expressing an antiCD19 chimeric antigen receptor (CAR) comprising a single chain variable fragment (scFv) binding
domain derived from a murine CD19-specific monoclonal antibody (mAb; FMC63) and a portion of
the 4-1BB co-stimulatory endodomain and CD3 zeta (ζ) chain signalling domains and a nonfunctional
truncated epidermal growth factor receptor (EGFRt).