Oxford Biomedica Share Discussion Threads

[dominiccummings] 03/10/2022 10:37

So we are just under 7p in pre-conversion terms. That in spite of inflows of £50m in new shares, and profits for 2021, plus a trebling of turnover. Uncanny.....

[badger60] 03/10/2022 03:15

#3971 HarryFair play. It's not been a pleasant ride for OXBers. What worries me is that you're serious.Sub 3 quid a share in the 4th quarter sometime.I just hope for your sake that Coco the clown doesn't change his mind and refuse the job of CEO of OXBPs.Diggle is applying for the job of the real Coco the clown.....but not OXB's CEO. Diggle's worried that OXB'S CEO will get more laughs .......

[harry s truman] 02/10/2022 21:41

Q4 prediction for the entertainment of others:-

Firm

RNS - sale and leaseback £50m+
RNS - short term loan to something else.
RNS - new deal (x3)

Possibility

RNS - malaria vaccine long term production and supply agreement (but maybe 2023)

[badger60] 01/10/2022 04:17

Just for a bit of fun let's play Harry's 3rd quarterly Homology loss guestimate. I'm going for at least 30 Mio.....you now have to factor in a substantial amount for the usd strength.
Another interesting Homology project is the Hunter Syndrome.
Not too many details as yet but apparently 2 lap tops containing, porn, Chinese company accounting irregularities and Smokin' Joe, the President of the US with questions about leaky national security all have data entries. Also plenty of big bungs to Hunter are a regular feature along with footage of ongoing drug party times ( apparently its a family trait). Biotechnology is a funny old game.....innit.....

ps. A very warm welcome to Albert Seymour, Homology's brand new CEO.......best of luck.... you're going to need it. (make sure there's a decent payoff in your employment contract).

[badger60] 01/10/2022 01:44

It can't really be said any clearer than this......dgci allows SII Indian manufactured malaria vaxx to be exported to the UK......Ergo Coco the Clown, who's soon to be employed as OXB's new CEO will still be squeezing his red nose hooter and making people laugh.(or cry if you're an OXB shareholder....... especially Diggle).
OXB would probably get the old AZN covid and new malaria batches mixed up because of the store men not knowing which part of the storage facility is still owned or which part is now leased, what goes where......and also the strict efficient company policy of using up all the old covid vax labels first, sticking them to malaria jabs before opening up a new box that says "malaria jab".....which is actually what's in the Vax (arguably).

[marcusl2] 30/9/2022 20:45

Disruptive gene technology is here—and society seems willing to pay for it

[icejelly] 30/9/2022 17:29

I didn't know that Hyd is an acronym for 'hope you die' ! Useless information.

[gareth jones] 30/9/2022 14:45

“Outsider̶1; major intervention in the market today to restore an orderly market. 498 and 285 shares purchased in the market. I hope this restores confidence. Have a good weekend all LTH’s. October (Hydref) tomorrow.

[jezmundo] 30/9/2022 14:26

Badger 60, hi mate i seldom visit advfn, long term holder who has made a packet over the years dripping down my stake,I have 1/3 left and am now patiently waiting. This share will without doubt bounce back. You should dip in now,next month WILL be to late. Ps love your comments Keep them coming

[badger60] 30/9/2022 13:04

Is there anyone with a least 1 working brain synapse who is actually running this company?They must all be waiting for the new CEO.............Coco the clown.

[badger60] 30/9/2022 10:55

Circa 330mio mkt cap.....and 200mio + cashburn and loan repayment out to March 2023. + OXB overhead UK/US of another 75 Mio.Cummings... where's all the revenue coming to pay for this managerial financial miracle......?Not a share issuance....that's for sure

[badger60] 30/9/2022 10:43

My #180 20/9/22You could have sold at appx 410pps........but you want less!!!3 quid ps next stop.......only 50p away........

[badger60] 30/9/2022 10:29

So...SII will be manufacturing the malaria Vax and looking to import it into the UK (and doubtless elsewhere). Looks like another OXB sell and lease back in the offing......but they don't own OxBox, do they? They must be leasing it back cheaper than the amount that they they were originally leasing it for......Better to rent as higher interest rates will diminish property values..........

[harry s truman] 29/9/2022 18:22

Northstand,

I think the clue is in the wording. Perhaps just the way I look at it, but they refer to it as a quantity of doses. If they were sending a quantity of product to do something else, then I don't think they would quantify the amount by dose.

You may remember but the first clue we had was from Stuart talking in a webcast about a memorandum of understanding between us and Serum regarding their plans for the UK.

Not long after that Wockhardt (massive Indian company based in Mumbai who did the fill & finish "packing" for the OXB manufactured AZ covid vaccine at the Wockhardt plant in Wales) announced a joint venture with Serum on a new fill and finish line in Wales to support Serum's activities in the UK.

See www.wockhardt.co.uk/wockhardt-and-serum-life-sciences-uk-announce-collaboration-for-manufacturing-multiple-vaccines-in-the-united-kingdom/

and www.wockhardt.com/pdfs/prc-21322.pdf

and

At this point I was thinking that has to be for what Stuart has said we are going to help Serum with, as Serum's only business in the UK is a regional office.

After that the chief of Serum talked about the malaria vaccine and plans for OXB in that interview we all saw the link for here, and finally at the interims OXB released details of Serum reserving a large bioreactor for 10 years.

Obviously I am skipping over a lot of unknowns here, but to my mind this is all for one thing which is the Phase 3 R21/matrix malaria trial which reads out in Q4 and which Serum are already committed to.

Interestingly in the Wockhardt releases it alludes to more than one type of vaccine which with my usual glass half full leads me to think that there is much more to come here from our Serum relationship and if that's true then OXB can do a lot worse than helping out Serum in tropical diseases (especially on ten year contracts).

Wockhardt would have gone nuclear for covid and will have spare capacity now - lots of it. I'm wondering if some deal has been done here where that spare becomes their new joint venture?

If so they will need to prove it and a run of 200,000 vials or pre-filled needles (or whatever the packaging is) would seem a good way to show the WHO and the regulators that Serum are ready for a running start.

I could however be completely wrong, but I'm thinking that Oxford University who developed this improved vaccine are walking distance from OXB, so why would a starter pack need to be flown in from India?

I've gone on a lot there, but I think it's to prove fill and finish capability ready for the big push in 2023.

[northstand] 29/9/2022 16:26

I'm sure they could Dom, that video Harry put up (link below) a few days ago explains the process
of seeding the bioreactors with a process called 'Transvection' or something like that when they get grown in bigger and bigger reactors till they get to the 1000ltr big daddy ones.

[dominiccummings] 29/9/2022 15:47

Could the supply be used to feed larger bioreactors?

[harry s truman] 29/9/2022 15:19

Same story again - 2 hours old

[harry s truman] 29/9/2022 15:17

See last paragraph re "clear advantage" and link the "how" Serum can make 200m doses per year with the right of first refusal on one of our very large bioreactors for 10 years subject to minimum order commitment.



A new malaria vaccine shows promising results
If further tests remain successful, it could be deployed in the field as soon as 2023

Most diseases that used to kill children in large numbers have succumbed to vaccines. Malaria is an exception. In 2020 it killed 640,000 people, mostly African children under five years old. Scientists have not ignored the scourge: the first candidate vaccine trial took place in the 1940s; more than a hundred jabs have been in development since.

But the malaria parasite, spread by mosquito bites, is more complicated than viruses. The first successful vaccine was rts,s developed by GlaxoSmithKline (gsk). It was approved by the World Health Organisation in 2021 but only prevents 44% of malarial episodes in young children. The results from a new vaccine, reported in The Lancet Infectious Diseases, suggest improvements are on the way. The new jab, called r21, was developed at Oxford University. It is paired with an adjuvant (a substance that boosts the immune response to a vaccine) called Matrix-m, which was developed by Novavax, an American biotech firm, for its covid-19 jab. The latest results are from a trial in Burkina Faso, where almost half of people get malaria each year. The trial enrolled 450 children aged 5-17 months. One group received the vaccine with a lower dose of the adjuvant; a second got the vaccine with a higher dose of the adjuvant; and a third, which served as a control group, received the rabies vaccine. All children were given a primary course of three jabs spaced four weeks apart and a booster jab 12 months later. They were followed for a year to see how many fell ill with malaria.

The efficacy of the higher-adjuvant jab was 80% in the follow-up year; for the lower-adjuvant jab it was 71%. A booster extended the efficacy of the primary three-dose regimen from 12 to 24 months. The booster seems important because antibodies resulting from the primary course wane—something seen with other malaria jabs too. And higher levels of antibodies were found to be correlated with protection against malaria. The booster restored antibodies to the level they reached 28 days after the primary three-course regimen. Whether further jabs will be needed to maintain immunity is being investigated.

Comparing r21’s efficacy with that of gsk’s jab is not simple. The r21 trial took place in an area where malaria is seasonal and all children got their shots just before the malaria season began. The gsk trial was done in several countries in Africa, some with year-round malaria transmission. In such places vaccinated children can be bitten by malaria-carrying mosquitoes before they develop antibodies or when antibodies have started waning. That would seem to make the jab less effective. How much better the Oxford jab really might be should soon become clear, when results from a larger trial are expected.

Where r21 has a clear advantage, however, is in its availability. The Serum Institute of India, which has teamed up with Oxford University, can make up to 200m doses per year, compared with 18m doses coming from gsk in the next three years. r21 should also be cheaper, in part because it uses less of one of the key ingredients, a hepatitis b “carrier” protein. If the final trial of the new vaccine goes well, it may be deployed as soon as 2023. And malaria’s days as a mass child-killer could at last come to an end.

Curious about the world? To enjoy our mind-expanding science coverage, sign up to Simply Science, our weekly newsletter.

This article appeared in the Science & technology section of the print edition under the headline "Parasites prevented"

[harry s truman] 29/9/2022 15:08

Same story with slightly different wording.

www.livemint.com/news/india/dcgi-nod-to-export-of-nearly-2l-serum-s-malaria-vaccine-11664457539303.html

Serum must already be at scale to have 200,000 doses worth? If so them they must be going on the assumption that R21/Matrix will be approved very quickly once the P3 trail data is in?

[harry s truman] 29/9/2022 15:01

I wonder why Serum have sought permission (now approved) to export 200,000 malaria shots from India to the UK?



The story doesn't give the answer as far as I can see.

Can't be for the P3 trial which is fully recruited and reads out in Q4. Also there are 4,800 kids on the trial and this is for 200,000 shots.

Could it be to do a test run on bulk fill and finish in Wales?

[gigabit] 29/9/2022 09:55

There are signs that the share price may have bottomed out now. There are plenty of issues and further fund raises will be needed but they are likely to be priced in at this level. Time for me to dip back in . . . maybe.

[marcusl2] 29/9/2022 09:37

CAR T has many applications beyond direct tumor targeting. Here, we engineer T-cells to prevent acute GvHD after alloHSCT