Oxford Biomedica Share Discussion Threads

[sspurt] 14/2/2023 16:07

Ha - was literally just reading that thread 10 mins ago marcus - no idea what it means but looked interesting :)

[marcusl2] 14/2/2023 15:59

OXB`s pipeline

[harry s truman] 14/2/2023 13:30

Some of us have got it Dom, and some of us haven't. I don't want to start bragging.

I still have some hope that OXB can get some news out which will carry us to 650+ by the 1st of March review which is close of play a fortnight tomorrow.

It's a slim hope now but you never know.

[dominiccummings] 14/2/2023 13:20

#4682 Oops! You did it again Mr President Sir.

[harry s truman] 14/2/2023 11:28

At the risk of immediately cursing this, it is looking like we could see £5 again as OXB's valentine's day gift.

[campoverde] 14/2/2023 09:53

nice 20,000 buy.

[harry s truman] 13/2/2023 15:06

I seem to remember Don King using the phrase "somewhere between slim and out of town" to describe the possibility of an equally unlikely outcome.

[harry s truman] 13/2/2023 13:56

Very little volume again today.

I'm not complaining as blue is blue (at least as I type this it is), but some news soon to drive a bit of excitement would be nice.

[harry s truman] 12/2/2023 21:40

Entertaining as that would be GH, I think I'd prefer a deal tomorrow. That and no St Valentine's Day massacre on Tuesday would be a good start to the week.

[gutterhead] 12/2/2023 21:12

I’m warming the db5 up
It hasn’t had a run for a while

[harry s truman] 12/2/2023 20:59

I'm guessing it was simply the theory that some mud always sticks - and by the look of it lunarjune has already voted it up.

[dominiccummings] 12/2/2023 19:37

#4672 ebihol Your claim that Alan Kingsman resigned in protest at the purchase of Harrow House is incorrect. Alan was in favour of the purchase and indeed the process of buying it was well under way before he resigned. He told me that personally shortly after he resigned as Chairman.
He resigned for personal reasons, the illness of his wife and his inability to get on with the then new MD and the Deputy Chairman who became Chairman.

I cannot speak to your comments regarding Novartis.

How could you possibly know that Martin Diggle had 'already passed his sell by date'?
Did you attend the board meetings?

[harry s truman] 12/2/2023 19:26

ebihol,

You're obviously carrying a massive chip, but you need to remember that a lot of the regular names here have held since the days when this company was run by its founders - the husband and wife team of professors Alan and Susan Kingsman.

Alan stepped back and reduced his role greatly when his wife was gravely ill, and when he resigned as chairman she had died earlier that year.

I think I can leave it there as the rest of your little story is built on top of the opening statement.

I don't know who you are (though could probably take a guess at any of the regulars from the thread of truth and righteousness), but let me end by thanking you from the heart of my bottom.

[marcusl2] 11/2/2023 09:55

I came across this while actually looking for Scancell news.

Read `Internal note' at the bottom of OXB case study.




vulpesinvest.com/vulpes-life-sciences/

[jimmythegong] 11/2/2023 08:55

i came accross this article on OXB that should be inside information but isn't.

[...]

If this doesn't help you make money, then you have a problem.

[dominiccummings] 10/2/2023 15:58

We are the delivery method for both YTB323 and PHE885.

YTB323 targets refractory DLBCL and refractory multiple myeloma (MM), whilst PHE885, a BCMA-directed (B-cell Maturation Antigen) targets relapsed or refractory MM.

Together this increases our market from around 2000 per annum for refractory ALL to around 60,000 cases per annum, JUST IN THE USA!!! THIRTY TIMES the current market.

[marcusl2] 10/2/2023 15:51

Novartis is losing out in the DLBCL and MM market atm. If T-charge not only brings manufacturing down to less than a week plus the Car T cells are more potent then maybe they can capture a large chunk of that market.

As you say Dom, it would mean OXB could earn multiples in revenue from Novartis compared to what we currently get.

[dominiccummings] 10/2/2023 14:14

Lack of buyer interest is so disappointing. Don't folks know that we are making the Car-T for T-charge and that we are doing so for Novartis new indications currently in P2?
These address a massively larger market than our present drug and will multiply our revenue by some multiple!

On top of this are the partnerships that we don't know much about except that they are BIG.

[harry s truman] 10/2/2023 10:23

At the risk of banging a very well worn drum here, I think we all know that what we need is simply news from OXB. Ideally a stream of it and all new work related.

A nice little run of that and then the full year results from 2022, which of course will be a loss, but with an explanation that the big spend has gone now coupled with forecasts of happier times ahead as that expanded capacity gets filled. If they can produce that then Spring will be particularly lovely this year (after the 14 month biotech winter).

[tuco 1] 10/2/2023 09:57

Note the tiny volume though. Perhaps a market-maker who is short , trying to spook it lower . Volume so low that I'm ignoring this move for now .

Tuco.

[stocktastic] 10/2/2023 09:29

I'm out of touch.

Could someone please remind me when OXB could potentially be made to purchase the remaining
Homology stake please?

[philh75] 10/2/2023 09:21

Disappointing drop this morning, I thought we were making progress…

[tuco 1] 09/2/2023 11:33

I concur with you thinking Trovax - Golden Cross forming .


Tuco.