Oxford Biomedica Share Discussion Threads

[marcusl2] 11/10/2022 15:43

2nd CAR-T (Novartis)
Cancer (multiple) Phase I




significant potential remains for cell therapies to penetrate the CLL market due to the high unmet need for end-stage refractory patients



Novartis-backed Penn study proposes boosting CAR-T responses in CLL by waking up 'war weary' T cells7



BET turns down the expression of the CAR (chimeric antigen receptor). When they inhibited BET with a small-molecule drug called JQ1, T-cell exhaustion dropped and they were able to increase the production of CAR-T cells.

What’s more, the JQ1 boosted levels of certain cytokines and chemokines—proteins made by immune cells that previous studies had shown were key to the success of CAR-T in some CLL patients.


manufactured with a new process. CAR-T cells will be investigated in combination with ibrutinib in chronic lymphocytic leukemia (CLL)/small lymphocytic lymphoma (SLL) and as single agent in diffuse large B-cell lymphoma (DLBCL) and in adult acute lymphoblastic leukemia (ALL). Phase 1 Overall status Recruiting.


A First-in-Human Study of YTB323, a Novel, Autologous CD19-Directed CAR-T Cell Therapy Manufactured Using the Novel T-Charge TM platform, for the Treatment of Patients (Pts) with Relapsed/Refractory (r/r) Diffuse Large B-Cell Lymphoma (DLBCL)

[catch007] 11/10/2022 10:52

Harry, apologies I was away for the weekend and have only read your post today.

Firstly, we shouldn't ever come to blows for having differing opinions at times on strategy, that is simply healthy debate when we both wish to see OXB prosper.

I haven't mentioned the AZ contract in my posts however the loss of the volume and income naturally had a material impact on the company. All covid companies took a knock as the pandemic came to an apparent end though I do not and never have classed OXB as a covid play as it has a broad and deep core offering with a rich pipeline.

The market was spooked by a deal imho OXB should never have done taking a stable business into a pure risk play and creating uncertainty. I personally believe that the leadership got it very wrong with Homology and it has destroyed the share price The speed of the deal highlighted a lack of commercial due diligence. Whilst there are lots of rational reasons given to defend the deal and the huge future potential the share price would be a lot higher if OXB had walked away imho. Borrowing at 10%+ to shore up finances is also an expensive cost that may not have been necessary. The old adage if something looks to good to be true it usually is comes to mind.

Anyway, it is now up to OXB management to show the market the value it has created with the deal and in time it could be the gamechanger they projected. I would be very happy to see this happen and see loyal shareholders rewarded.

[marcusl2] 11/10/2022 08:46

Some of our Pharma companies could be next on the shopping list!

Telegraph;A plunge in the pound this year has brought a rush of American buyers hoping to snap up prime London homes with tens of millions in dollar discounts.

[marcusl2] 11/10/2022 08:32

It would be nice if Axo–Lenti–PD got going again.

[badger60] 11/10/2022 07:09

Are we going to see 3 quid share price broken? There's nothing inspirational coming from the company to signal a reversal.
Has anyone bought Windrush yet, and if so at what price, and how long is the lease?
It would be encouraging to hear about some substantive deals being struck......you know the ones that pay the bills and give shareholders a dividend.
At this rate, each share could well be worth a brick ot two.

[badger60] 11/10/2022 01:44

Interesting reading......or maybe not.......OXB 52 week share price ..........317p (today's sp)...1606p (52 weeks ago)

[badger60] 11/10/2022 00:32

FIXX closed up at 1.49 USDps.....up 3 cents.

[harry s truman] 10/10/2022 21:09

Thanks for the reply steeplejack, but you still haven't told me what's wrong with OXB, just an explanation that I can't see what's wrong with OXB, which to be honest isn't a lot of help.

From what you have just written then I assume you're a technical investor and that's great - so the news is in the chart therefore you don't need to know what the issue is.

Of course I'm on the fundamentals side, so I do read all that they churn out and I honestly don't know what the "big" problem is.

Consolation is that our huge holders have followed me down. Some have bought more. Roch bought an amount which I've never seen from an OXB insider, which makes me think that it's not as bad as painted.

I will tell you one thing for sure and that is when OXB has indicated an extremely active Q4 it must be someone with pretty deep pockets who is willing to go short against that.

[dominiccummings] 10/10/2022 20:55

You mean the following gigabit?

"Kymriah to have less growth over the coming quarters and years and potentially even decline as our two competitors build out their second-line DLBCL program,”


So POTENTIALLY EVEN decline..... but likely continue to grow.

[dominiccummings] 10/10/2022 20:09

Yes Mr President. The market seems to have no idea that these 'deals' are more than an initial 'up front'. Many, perhaps not all, commit revenues to OXB for initial design work, manufacturing of trial product, then providing trials don't fail, further work up to full production.
We have a number of such client 'deals' each broadly with increasing revenues.
What is not to like?

[gigabit] 10/10/2022 19:43

Maybe https://bioprocessintl.com/bioprocess-insider/therapeutic-class/novartis-cgts-first-quarter-2022-zolgensma-up-kymriah-down/ explains the fall in share price today.

[harry s truman] 10/10/2022 18:36

Many thanks for that qnq, I realise that this is just business and that I shouldn't take it personally, but I hope there's news one morning this week and they get their fingers burnt.

It makes little odds to our current situation, but I remember reading a brokers note stating that the 2 Novartis CAR-T indications then (j-ALL and DLBC) were worth more than £6 alone in our valuation. I suspect the figure today with more sales and FL coming is actually even more, yet half that today for the full company.

[qnq] 10/10/2022 18:27

30k shares went on short today, over last 10 days 300k shares.
so obviously some hedge funds got their guys posting here.
the thing is, short doesnt count as selling. its more of a manipulation.
but, the more they push share price down the more likely the acquisition will get triggered.
for your info, florida general surgeon advised not to use mRNA vaccines for men aged 18-39 because of risk of cardiac arrest.
to be honest its all ages impacted but their recommendation was based on risk/benefits.
more mRNA scandals coming.
Buy the dip:
- malaria, lymphoblastic leukemia l, follicular leukemia, vectors for other biotechs...

[harry s truman] 10/10/2022 17:58

Interesting general post of doom steeplejack, but could you be a little more specific please?

I'm wondering what exactly you see as our death roll here, because at 6.2p (310/50) we are way cheaper today than when we just had the single Novartis CAR-T contract with the one BLA approved indication (juvenile ALL) - which was of course long before anybody had even heard of coronavirus.

There's obviously some reason here why you feel that with the Novartis contract still ongoing and much bigger in more indications, that this is warranted and has some reason.

So I'm curious what you think that is? There must be something backing this thought up.

If this carries on then soon OXB will have a third of their market cap in cash and that seems very out of balance to me.

Personally I think there's something else going on here. I have badger filtered but still see the headers and he was belting them out long after the usual far east bedtime today - at the same time as the bots were pounding OXB.

Nearly £233k traded today by the bots in 186 marked trades.

I'm not convinced that it's shorting for a lower starting bid price but you never know.

[badger60] 10/10/2022 17:10

Fwiw FIXX (Homology) down 4cts so far today a at USD 1.46ps mkt cap circa 83 Mio US

[steeplejack] 10/10/2022 17:06

Extraordinary fall from grace here along with other covid high fliers of yesteryear.To think i even made good money out of Novacyt in the 20/21 tax year.It's difficult to see what's going to turn the tide here.Moderna ,who i fancifully regard as OXB's avatar on the US market,continues in the doldrums.(Much to the chagrin of SMT,its their largest holding).This is likely to prove a useful tax loss and little else.

[harry s truman] 10/10/2022 16:15

Today has been an utter bot trade fiesta.

Earlier this afternoon 33 bot trades went through within the space of 1 minute.

I don't know why other than the obvious one that bots trades trends.

Hopefully news soon with them trading a trend the other way.