Oxford Biomedica Share Discussion Threads

[harry s truman] 08/12/2022 18:14

Interesting Plutonian,

I note you say first and AP at Serum was quoted as saying vaccines (plural) so reason to hope for both.

I've previously dug up a load of circumstantial stuff which makes me believe we are in for a slice of malaria. I'm pretty sure I posted it here to a general response somewhere between apathy and indifference, but there are a few things which have been said which make me think we are linked to this. Not least is the WHO edict that it won't all be made in one place (i.e. not 200m eggs in one basket) and the inference was Serum in India, a firm in South Africa which I've forgotten the name of and here.

Professor Hill said words to the effect of getting the old band back together (from the covid vaccine) and at the same time as Serum reserved the big bioreactor with us they also went halves on a new line with the Indian owned fill and finish plant in Wales.

I'd be the first to admit limits in my knowledge here, but wouldn't one of our biggest bioreactors reserved for 10 years be way too many vaccines for a disease which is so deadly that the outbreaks are pretty much self limiting?

Seems much more likely to me that 600k deaths a year from a random fly bite is the one which needs the blunderbuss vaccination approach.

As always we will find out in good time (which usually means last).

[plutonian] 08/12/2022 17:03

I think our first vaccine with SII could be against Ebola. The ChAdOx1 biEBOV vaccine
uses the same technology from the Jenner Institute as the AstraZeneca COVID-19 vaccine in which we are experts. The phase 1 estimated primary completion date is 19 Dec 2022. I hope we hear of a manufacturing order for a pivotal phase 2/3 trial early in the new year.

[harry s truman] 08/12/2022 15:16

So anywhere between 25 days and 390 days then?

[harry s truman] 05/12/2022 16:16

Gareth, I have to agree but it's a very strange world at the moment - with more than one outlet describing this year as a biotech winter - so it wouldn't surprise me if there was nothing now before Christmas and similarly it's equally possible that we could repeat the trick of the end of July this year (when they signed 3 deals in less than 7 days).

I can't remember Roch's words to the letter, but I'm reasonably sure he said that we were definitely getting 2 new work AAV deals this calendar year, then at the interims it was more like very confident of a second AAV deal in Q4.

Subtlety different wording there and likely indicative that there was some kind of delay, but I'm still hopeful.

Stuart said something in a recent webcast to the effect that regardless of the post covid climate, economy, interest rates and such, early stage biotech firms still have to run trials to get to their next round of funding, which is a business model common to the sector.

Without trial material then there are no trials and without trial results there is no funding. QED it has to happen, and at this point Roch added that OXB were getting enquires from people who had been given promises from other suppliers who couldn't deliver.

I'd agree that the closer it gets to Christmas the less likely it is to happen before Christmas, but I seem to recall that last year we were forecast a deal in Q4 which didn't happen but in the first 2 weeks of the new year we had announcements with Arcellx and Cabaletta Bio.

Big deals could be in the works with any large pharma and we would never know until it happens (as with Sanofi, Novartis and AZ previously).

Using clues out there supplied by OXB already we can pretty safely guess that there is something very long term brewing with Serum (world's biggest maker of vaccines - so likely vaccine work) and eventually a Novartis style supply contract with BMS at some point too. But other than that is anyone's guess.

[gareth jones] 05/12/2022 14:08

Harry, I would be delighted to see up to three deals between now and end of year. However, that seems unlikely unless, as you hint at something is going on behind the scenes. We have all learnt that big deals with large pharma take time and timescales often drift. I will certainly no object to a Christmas present or two from OXB.

[harry s truman] 05/12/2022 11:59

As one of the Monty Python knights might have said Sean, after this year I've had worse ;)

[seanje] 05/12/2022 11:53

If you have cursed it Harry I shall personally come round there and beat you to death with my share certificates.

[harry s truman] 05/12/2022 11:43

At the risk of cursing this, just a quick observation -

On the 9th of November we closed at 307p. A month later we are 417p to buy as I type this.

What has happened in that month to change sentiment?

A sale and leaseback which they told us about at the interims?

Frank being appointed CEO?

Or something we don't know about yet but the insiders do?

The price hardly noticed the Windrush sale and if Frank can move the share price this much by being appointed then we should make him PM.

[harry s truman] 04/12/2022 15:36

There are 7 recognised analysts covering OXB Kingzog, with 12 month price targets ranging from 360p to 2400p.

Aside from an indication in the spread there as to the accuracy in the models of valuation (much like pandemic deaths and climate change predictions), does it really matter if an analyst sat somewhere mid table says that they are now going to ignore 3 of the deals from this year as the clients are confidential?

I suspect not, but I also think they may have to do a reverse ferret at some point if (as I'm guessing) our next AAV deal (due imminently) is also confidential.

If the Serum work comes in soon then I think there's a real chance of getting back into the FT250 at the end of February review. I'd be very happy with an announcement on that before Christmas, but there will be a lot of committees involved and so who can predict that?

[kingzog] 04/12/2022 11:04

Makes sense. https://www.sharecast.com/amp/news/broker-recommendations/liberum-cuts-target-price-for-oxford-biomedica-saying-it-still-lacks-sufficient-scale--11526954.html

[marcusl2] 02/12/2022 21:47

duoCAR-T cells can travel from the bloodstream to the spleen in humanized mice and eliminated immune cells infected with HIV. The researchers showed that the duoCAR-T cells “effectively sense and kill” HIV-infected CD4 T cells, monocytes and macrophages. The spleen and other lymphoid tissues contain numerous immune cells and are major viral reservoir sites.


More Than 600 CAR T Cell Therapies In Clinical Trials

CAR T-Cell Therapy Market size to reach USD 51 Billion by 2028

[catch007] 02/12/2022 16:54

Held £4 barrier but only just! Very encouraging week for the share price long way to go however the dreadful Homology deal may yet come good after all.

[philh75] 02/12/2022 14:39

Is that the drug we are working with them on, Marcus?

It’s difficult to know what progression we have on all these partnerships.

[catch007] 02/12/2022 11:13

Hoping that the £4 share price can be held and kick on from there, support level will be very interesting to monitor.

[marcusl2] 02/12/2022 09:05

“For even the very wise cannot see all ends.”

[tuco 1] 01/12/2022 19:20

As Gandolf said in Lord of the rings - " I come unto you now at the turning of the tide !"We have turned the tide here gentlemen . It's been a brutal year for all OXB shareholders , but brighter days lie ahead .Tuco

[strapittoyourankle] 01/12/2022 18:57

Can't argue with that, 2% is good!

[gareth jones] 01/12/2022 16:42

Excellent day. Up over 6% (not in line with my 2% daily target). Over 100K shares traded and nice UT at 406p. A small sherry perhaps tonight whilst listening to Christmas carols in my smoking jacket and slippers?

[catch007] 01/12/2022 14:17

Upward momentum returning to OXB share price good to see!

[gareth jones] 01/12/2022 12:34

Buy at 401p, time for US to wake up?