Oxford Biomedica Share Discussion Threads

[harry s truman] 21/7/2022 23:45

I'm not going to complain Dom, because we have all been waiting for more LentiVector deals since the 5th of January. Today they produced one and when I saw that on my phone first thing I was very pleased.

However, there are a couple of underlying issues here which we are all pretty much aware of:-

1) Is that almost everybody aside from very long term shareholders and people with direct trade connections to OXB now sees OXB as a coronavirus vaccine company. It's going to take quite a long time and quite a lot of money earned elsewhere to throw off that typecasting.

2) On the subject of that earned money, then of course the RNS today had no financial terms disclosed. I absolutely understand why they do that, as it's like publishing a price list to anyone else currently negotiating terms, but it's not a lot of good for reassuring the market that they are making money.

The March 2020 deal with Juno (BMS) was for 4 drugs and comprised a $10m up front payment in cash, $86 million in milestones up to licence / approval and then up to $131 million in royalties on sales.

Today they expanded that from 4 drugs to 6, so I'm guessing it's fair to assume that the deal is now worth 50% more to us, but of course they rarely say. If true that means this is worth something like "up to" $113m to OXB over the lifetime of these drugs if they are successful. If not then much less, but we will still get paid (and make our margin) on whatever work we do for them during that trial process.

I remain very pleased about today and hope that one of the analysts will take a stab at what this is worth to OXB over the next few years.

Aside from that I'm assuming that this is far from the only deal OXB were working on and hope to see others utilising our new / coming spare capacity very soon.

By the time we see the AAV deals for Boston later this year, the penny might slowly begin to drop with some of our saner critics that OXB is going to get a big slice of the ever growing vector market.

[dominiccummings] 21/7/2022 21:02

Back to 'normal service' then. Good RNS in the morning, shares down at close!

[marcusl2] 21/7/2022 14:44

I agree Harry. I think Juno/BMS will make progress in solid tumours.

[gigabit] 21/7/2022 14:17

The BMS news is encouraging particularly for those able to take a long-term view. No detail about what will trigger the target nomination fee or its value but it surely does improve the climate. Some more deals, preferably with immediate revenue implications, would help persuade investors to dip back in. Within the next 6 weeks or so the H1 results and forecast for H2 will be available and I expect the share price to bump around its present level until then.

[harry s truman] 21/7/2022 13:54

Good find Marcus. I don't think it's over hopeful to assume that we are one of those companies in that middle paragraph there.

[marcusl2] 21/7/2022 13:39

Anne Kerber
Senior Vice President,
Cell Therapy
Development
Bristol Myers Squibb

Of note, we are the only company with a pivotal trial
under way in CLL, an indication in which it has been
historically very difficult to develop and manufacture
autologous CAR-T products.

Additional partnerships provide us with access to key
technologies such as gene editing, target identification
for solid tumors, logic-gate approaches and new
manufacturing platforms that are important to further
improve upon the benefit/risk profile of the current
autologous CAR-T products. They also allow us to pave
the way toward tailored cell therapy for solid tumors.

We have a broad clinical development program
studying our CAR-T products in earlier lines of therapy
and in different types of blood cancers. Additional
investments the company is making in cell therapy
include translational medicine capabilities, a robust
pipeline of next-generation assets and manufacturing
technologies, off-the-shelf CAR-T approaches and
engineered and gene edited T-cells for solid tumors

[badger60] 21/7/2022 13:35

.........and it will be jam tomorrow for shareholders for the next 30 years if OXB can survive......

[badger60] 21/7/2022 12:33

It's all "jam tomorrow" with OXB Harry.....and it has been for the last 30 years......as you well know!!

[badger60] 21/7/2022 10:57

Harry ....you really do like writing drivelling lists of inanities when you post. If there was anything that was worth anything, the share price would be back up to 16 quid.......and not a flaccid 488p.....or 9.75p in pre-consolidated times.

[badger60] 21/7/2022 10:51

It's really put a rocket under the share price ...(ahem) HarryI was reading somewhere that there's so many CAR-T varieties being developed that it's clogging up the FDA's ability to process them all. Ivermectin cures cancer.....Go to your browser and type..."NIH.govt ivermectin cancer"Prevents and cures covid as well with no nasty health issues..... and I bought 100 pill packs for 2-3 quid a pack.

[harry s truman] 21/7/2022 10:01

You must have been pleased to read of the contract expansion with a major like BMS this morning bodge. Hope it brightened your day.

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[harry s truman] 21/7/2022 09:39

One of the covering brokers might update on the back of this, but meanwhile...

Another update on my running wishlist:-

1) News from AZ re covid vaccine (Roch said when not if) - DELIVERED 1st July 2022.

2) More LV deals for Oxford - DELIVERED (BMS deal expanded 21st July 2022).

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

4) 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).

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

6) 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).

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

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

9) 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).

10) 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] 21/7/2022 09:20

It's less than 24 hours since you posted the the BMS story lamenting "an industrywide shortage of viral vectors" Marcus.

Today we have the same company expanding an existing partnership, with our chairman quoted as saying "We look forward to announcing further updates on this important partnership in due course.".

It's all there for anybody who wants to see it. BMS are a huge company who were prepared to buy Juno at huge cost ($9bn) to get a piece of the CAR-T market. They are obviously very satisfied with OXB as a supplier / development partner for lentiviral vectors.

[marcusl2] 21/7/2022 09:03

Oxford Biomedica expands Agreement with Juno Therapeutics, a Bristol Myers Squibb company; adding two new viral vector programmes for Bristol Myers Squibb CAR-T therapies

Oxford, UK - 21 July 2022: Oxford Biomedica plc (LSE:OXB) ("Oxford Biomedica" or "the Company"), a leading gene and cell therapy group, today announces that it has amended and expanded the License and Clinical Supply Agreement ("LSA") with Juno Therapeutics, Inc. ("Juno"), a wholly owned subsidiary of Bristol Myers Squibb Company. The amendment relates to the initiation of two new viral vector programmes for Bristol Myers Squibb CAR-T therapies.

The LSA, announced in March 2020 , granted Juno a non-exclusive license to Oxford Biomedica's LentiVector(R) platform to be used for the manufacture of viral vectors for CAR-T and TCR-T programs in oncology and other indications.

Under the terms of the amendment, Oxford Biomedica will receive an undisclosed target nomination fee, as well as potential payments upon the achievement of certain milestones.

Dr. Roch Doliveux, Chair and Interim CEO of Oxford Biomedica commented: "Bristol Myers Squibb is a strategically important partner to Oxford Biomedica and we are pleased to announce this expansion of our License & Clinical Supply Agreement. BMS is a proven commercial and clinical leader in the CAR-T field and we are pleased to announce the initiation of the two new programmes, taking the number of programmes we are working on with BMS to six. We look forward to announcing further updates on this important partnership in due course."

[badger60] 21/7/2022 08:14

You have to laugh at how the OXB share price is fiddled about with..... Definite short near five quid.......but doubtless the mugs will get sucked in again.

Fill yer boots boys!!!!


Oops that didn't last long!!!!!!

[icejelly] 21/7/2022 07:18

Harry was up too late last night. 7am news

[badger60] 21/7/2022 04:56

Now there's serious questions being asked about antidepressants. The SSRI serotonin theory doesn't add up. Many are addicted to them because big pharma made them that way for profit.....more filth from greedy big pharma...


"The global antidepressant drugs market size was valued at USD 15,651.0 Million in 2020 and is projected to reach USD 21,004.8 Million by 2030, registering a CAGR of 3.0% from 2021 to 2030."

[badger60] 21/7/2022 01:46

This is what long suffering OXB shareholders just love to hear from their new US Homology Inc. investment......."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.........."

[badger60] 21/7/2022 01:22

It's no wonder Harry is singing "Where have all the flowers gone.....long time passing."Burning 3.85 Mio quid a week out to next April and little or no revenue from the UK or the US, and huge idle manufacturing capacity does not help the flowers to grow, Harry.It's difficult to get any information from the company when they have nothing of interest to impart to shareholders.

[harry s truman] 21/7/2022 00:02

Last year (I think, but it may have been the year before) I read "The Breakthrough - Immunotherapy and the race to cure cancer" which is an excellent book for non-scientists.

Emily is part of that book and I still remember the passage "Grupp injected the tocilizumab into Emily’s IV port. And gradually, the anti-IL-6 antibodies blocked their receptors and calmed Emily’s cytokine storm. Over the next days Emily was weaned off the ventilator and the blood pressure medications, but she remained in a coma. A week later, she opened her eyes to the tune of “Happy Birthday” sung by the hospital staff. She was exactly seven years old and had made it to the other side.".

You'd need a heart of stone not to be moved by that one - and a reminder there that not all superheroes wear capes.

[marcusl2] 20/7/2022 21:13

Teen Is Cured from Cancer after Groundbreaking Therapy: 'It's a Miracle I'm Alive'

[gigabit] 20/7/2022 19:32

Hardly surprising at the time this was written last year. The entire global capacity was being used to produce vectors for vaccines. Now that capacity is dormant. As HST has repeatedly and quite correctly said, we need news from OXB.

[harry s truman] 20/7/2022 18:35

"plus an industrywide shortage of viral vectors"

If only they knew of somebody who made those eh Marcus?

[marcusl2] 20/7/2022 16:41

Meanwhile, balancing demand with manufacturing capacity has proven to be one major challenge for commercial CAR-T players. Last summer, Bristol Myers Squibb said demand for its newly launched multiple myeloma CAR-T Abecma was outstripping its production capabilities, which the company blamed on the need to reserve manufacturing slots to make each patient’s personalized therapy plus an industrywide shortage of viral vectors, which are used to deliver cell therapies.




By Fraiser KansteinerJul 20, 2022 02:00pm
By Fraiser KansteinerJul 20, 2022 02:00pm



By Fraiser KansteinerJul 20, 2022 02:00pm