Oxford Biomedica Share Discussion Threads

[harry s truman] 19/10/2022 15:40

The only explanation I can come up with is that somewhere, sometime this morning, Tuco accidentally uttered the words "coiled spring".

On a more serious note 201 trades today as I type this, which is not a lot of trades for us, but 147 of them were bot trades marked ALGO and mostly of small value.

All that OXB can do in the face of this is press on. The market perception of us is very poor right now, with the Times not helping by reporting redundancies to cut costs, whilst almost nobody who read that in the Times will know that OXB is still posting new job ads.

New contracts for Boston and something to "fill the gap" left by the covid vaccine will help, and fortunately both of those are in the near term pipeline.

[marcusl2] 19/10/2022 15:37

On second thoughts the OXB/BMS/Juno phase I may be this

The data that enticed BMS and researchers came from a single-center trial and was recently published in the New England Journal of Medicine, showing a 71 percent response rate among multiple myeloma patients who received the autologous CAR T-cell therapy, dubbed MCARH109, after five or more prior treatments. BMS gained the rights to develop the CAR T-cell therapy in 2019, when it acquired Celgene, which had previously acquired Juno Therapeutics. Juno bought the rights to develop CAR T-cell therapies using antibodies targeting GPRC5D from Memorial Sloan Kettering in 2016.

According to Renier Brentjens, the deputy director of the Roswell Park Comprehensive Cancer Center and a co-senior author on the Phase I study, one of the most encouraging findings was that of the eight patients who'd already received BCMA-targeted CAR T-cell therapy, 75 percent responded to MCARH109.

"That was key, because it means that with this type of technology, you get more than one chance at bat," said Brentjens, who worked at MSK at the start of the trial. "If you don't get long-term remission, but you get a year of disease-free survival out of one [CAR T-cell therapy], then we know that we still have another option in our back pocket."

[marcusl2] 19/10/2022 15:35

`It`s the economy stupid'

That is a well known quote, not trying to be rude.

[gareth jones] 19/10/2022 15:24

Where does this stop? The company (presumably) has regular briefings with major investors, house brokers go around selling the story to institutional investors, the companies PR makes as many avenues of knowledge sharing as they can, they make sure science editors or major newspapers are aware of the opportunities. The blackest hour hopefully is just before dawn but this seems a relentless downward spiral with no obvious kick back!I am a very LTH as most are aware.

[andymunchkin] 19/10/2022 15:22

OXB. One owner, FSH Excellent conditionwith ejector seat - Post 4106OXB Oxford Biomedica Plc DominicCummings 19 Oct 2022 15:05 1
DominicCummings
9% down on what?
----
mYguT fEElinG itSbeinG DumpD

[dominiccummings] 19/10/2022 15:05

9% down on what?

[harry s truman] 19/10/2022 14:59

Well I guess that is the 3 quid stops found.If OXB have some news in the barrel then tomorrow would be nice...

[marcusl2] 19/10/2022 11:12

I am guessing that the lead one is a ROR1 CAR T which is in phase I. JCAR024

ROR1-CAR T cells are effective against lung and breast cancer

[harry s truman] 19/10/2022 11:04

Appreciate that we expanded the agreement recently Marcus, but our first deal with Juno (BMS) was March 2020, so there must have been some progress on that by now.

[marcusl2] 19/10/2022 11:00

He is a star H.

A report in the New England Journal of Medicine details how engineered T cells reduced the size of a patient’s advanced pancreatic cancer, and has kept the disease in check for nearly one year. This patient’s survival achievement is a major victory for the field of cell and gene therapy.

“I’m really excited about this,” Carl June, MD, a member of the Alliance for Cancer Gene Therapy Scientific Advisory Council, said to NBC News.

The remarkable story could be the first of many involving T-cell receptor (TCR) therapy effectively treating solid tumors.




1st CAR-T/TCR-T
(Bristol Myers Squibb)

Undisclosed Phase I
2nd CAR-T/TCR-T
(Bristol Myers Squibb)

Undisclosed Pre-Clinical
3rd CAR-T/TCR-T
(Bristol Myers Squibb)

Undisclosed Pre-Clinical
4th CAR-T/TCR-T
(Bristol Myers Squibb)

Undisclosed Pre-Clinical


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.

[harry s truman] 19/10/2022 10:51

I remember watching a video on Carl June from one of your links years ago Marcus. His career is very impressive (from the military as a young man through to the drug which eventually became Kymriah) but he also comes across as a genuinely nice chap, which isn't always the case with very bright people.

[marcusl2] 19/10/2022 10:42

I think prostate cancer might be the first solid cancer where CAR-T cells get FDA approval. In 2023 hopefully enough data will be made to get dosing set for a registration trial.

Can allogeneic cells be made to persist longer and match the durability of CAR-T?

JUNE: If you made a cell so that you couldn’t reject it, which is what you would have to do to have an allogeneic cell persist like the autologous cells would, that's actually a liability.

There is a whole class of viruses that can infect T cells. If you got an infection in one of these allogeneic cells that have been engineered so you can’t reject it, you would end up getting lymphoma. You actually don't want them to last long term. You want them to last at most, a few weeks and then get rejected or just go away so that they're not a liability long term. If the cells do persist long term, it's just a matter of time until it will happen.


Are there similar problems with natural killer-based cell therapies?

JUNE: They have a great promise but they're not designed to last long. NK cells last about a month — which is good. That’s actually a safety feature. They don’t cause graft-versus-host disease. They have an effect and then go away.

But in general, to have an actual clinical effect, they need to be a bridging therapy to a bone marrow transplant, other types of biologics, or even autologous cell therapy — to give you the time to make a precise engineered cell therapy. Because right now there's been a lot of patients [for whom] that time just isn't there. I think they’re actually mutually beneficial approaches and we’re going to see combinations of T cells and NK cells.

[harry s truman] 19/10/2022 09:45

The trades so far this morning. A free mystery prize to anyone who can spot the pattern.

tradeValue tradeType
£96 P ALGO
£32 P ALGO
£3,398 P ALGO
£550 P ALGO
£314 P ALGO
£875 P
£897 P ALGO
£1,008 P ALGO
£67 P ALGO
£157 P ALGO
£479 P
£318 P
£319 NLIQ P
£640 P ALGO
£276 P ALGO
£135 P ALGO
£908 P ALGO
£963 P ALGO
£4,634 P
£211 P ALGO
£156 P ALGO
£94 P ALGO
£937 P ALGO
£2,584 P ALGO
£1,077 P ALGO
£424 P
£4,492 P ALGO
£158 P ALGO
£2,799 P ALGO
£657 P ALGO
£16 P ALGO
£43 P ALGO

[gareth jones] 18/10/2022 17:37

Apologies, old record! JPMC now house broker. Massive US brokerage with global giants on books. No broker price forecasts, no research notes, no obvious leverage from their services. Things in the pipeline or behind the scenes possibly, otherwise where is the added value from their input?

[harry s truman] 18/10/2022 11:23

If I understand correctly, and that's always a risk, the logic is that if there is no news first thing then the only risk they are taking is exceptional breaking news during trading hours, which for us could perhaps be a hostile bid but not much more.

The senior manager trades are during working hours (the RNS notifications) but if you think about almost every other piece of news you can remember and it's 7am.

So get that out of the way and you can trade the trend with limited risk, and settle all trades to end square by the end of the day. No risk by holding long or short overnight and during the day they have either sold to buy or bought to sell, and if at the end of the day the PC has made 2,000 quid, then multiply that by the number of trading days and number of shares with enough liquidity / volatility to make it work and happy days.

Regardless of all that though, and as you have pointed out yourself before, when sentiment changes then they will chase the price up for us.

We are due news any day (new manufacturing contracts + the £58m) plus anything else in the works which at the moment is under the radar.

[harry s truman] 18/10/2022 11:13

84 trades today as I type Dom, with 62 of them marked as bots.

[dominiccummings] 18/10/2022 10:30

Bots still active and selling today

[marcusl2] 18/10/2022 08:12

posted around $2 billion in 2021 sales. The Serum Institute of India, a private company, appears to be generating around that level of sales

[badger60] 18/10/2022 07:47

FIXX HomologySp USD 1.31. -06

[harry s truman] 18/10/2022 00:01

If you want my 2 cents here PB, then my guess for future vaccine work would be anything which the Jenner lab at Oxford University has in a late stage of development.

I say this because we have a proven track record of successfully working together, we are on the doorstep and of course OXB is essentially an Oxford University spinoff itself.

Serum are part of this too because the pandemic was great for them and after their experience of being given the vaccine by the University and being helped by us, they gave the university £50m as a gift and put £50m into OXB via the grant of new shares. I would take that to mean that we are all now joined at the hip in this relationship.

That doesn't preclude anybody else using our services of course and Serum only have exclusive first dibs on one bioreactor (for ten years) when I think I'm correct in saying that we currently have capacity for 14 in Oxford (2 of various sizes in each of our 7 production suites) plus another 3 in Boston, until the new suites are built in the second half of OxBox.

I'm sure you saw the video and don't need me to remind you, but the fallow half will be built to allow use of the 2,000 litre bioreactors (twice the size we used to make 100m+ doses of coronavirus vaccine).

What those are for isn't exactly clear yet. It's easy to assume vaccine but I'm pretty sure that they explained in one of the webcasts that both CF and liver drugs already in our pipeline will need huge quantities of LentiVector if approved.

So could be vaccines in the 2,000 litre suites but could be gene therapy too. Could be a mixture of both, but at the moment it's an unknown.

Going back to my wish list (which has been on here more times than Dads Army on UKGold) and if you are looking for a bolt from the blue, then I would be thinking OXB-302 (our own in house CAR-T drug) which is currently being prepared for a phase 1 clinical trial which Roch has said OXB are not going to pay for.

He was crystal clear on that, so I would assume there that someone else is going to pay for it which means that a licencing deal must be in the works. There's a huge difference in contract value between a licencing deal and a manufacturing contract, and so if there is a big pharma lurking here (and smarter men than me have said that OXB-302 looks like it's almost made for Novartis) then that would fall into the dual categories of not really expected and very welcome.

The other thing I would remind you about is of course AXO-Lenti-PD which was returned to us for financial rather than clinical reasons. I think it was Stuart who said that they had 2 parties interested in picking up where Sio left off, and again that would be most welcome.

We're soon going to have a lot going on here, which I know won't please everybody, but it is what it is and all that.

[pharmaboy3] 17/10/2022 22:03

And while we're at it, let's conquer dengue fever HTTps://www.takeda.com/newsroom/newsreleases/2022/Positive-CHMP-Opinion-Recommending-Approval-of-Dengue-vaccine/

[marcusl2] 17/10/2022 12:35

Great find indeed PB.

[harry s truman] 17/10/2022 11:28

Presumably this is the previous trial

[harry s truman] 17/10/2022 11:25

That's a great find PB



(lower case h on the link)

[dominiccummings] 17/10/2022 11:25

....plus more bought for Pension Fund