Oxford Pharm Gp Share Discussion Threads

[burbelly] 23/7/2013 11:39

not much happened here for a while but that was quite a chunky trade 16m. Be interesting to see if anyone admits to buying/selling that one

[timbo003] 14/6/2013 13:48

For completeness:

The technology OXP will be using to deliver statins to the colon (SafeStat) is not dissimilar to that used by Alizyme (R.I.P.) for their colonically delivered prednisolone product (It's the same inventor: Abdul Basit).

Patent details pertaining to the delivery system are here:


They describe the likely clinical program and the "rationale" in this PDF document on their web site:


The links to the abstracts cited in the SafeStat document are here

1)
2)
3)
4)
5)

Note, the last two citations have the inventor of the delivery system (Abdul Basit)as one of the authors

[timbo003] 13/6/2013 18:19

Nigel, you are welcome. Needless to say, my view is that they should stick to taste masking, which they presumably do reasonably well and not dabble in speculative, high risk, high cost projects which stand very little chance (less than 5%) of any success.

[gnnmartin] 13/6/2013 16:48

Thanks Timbo, food for thought. I won't go back to ask again, because I don't believe in taking up director's time unless I really need to know (and am sure I will understand) the answer: I prefer the directors to spend their time running the company. In this case, I suspect I would just be a noisy and inefficient channel through which you and he could discuss the issue.

I've had a look at the abstracts you reference. I'll think more about whether my ignorance is relevant. To a large extent, I invest on gut feel, and I was favourably impressed by the directors.

Anyhow, thanks again for taking the trouble to post that information.
Nigel Martin

[doodlebug4] 13/6/2013 13:13

Thank you for that Nigel - interesting reading.

[gnnmartin] 13/6/2013 12:27

I was the only shareholder at the OXP AGM this year, as I was last year. I was able to check on the concerns raised by Timbo3.

With respect to the possible reduction gastro intestinal problems afforded by OXPZero to Ibuprofin, Timbo assumed (IIUC) that the OXPZero effect would be achieved by delaying the release of the Ibuprofin until it had passed through the stomach. This can already be achieved by an enteric coating, and has less of a beneficial effect than might be expected, and has the drawback of delaying the onset of analgesia (pain relief). However, that is not the OXPZero mechanism. The OXPZero formulation causes the Ibuprofin to be released in ionised form, in which form it is less of an irritant, and the uptake of ionised Ibuprofin by the cells is more controlled. Other formulations introduce Ibuprofin in an insoluble (un-ionised) form, and it is the un-ionised particles attaching to the walls of the stomach and intestine which are thought to cause irritation and uncontrolled cell penetration causing cell death. The OXPZero also has a healing effect which helps counter even the reduced risk of cell damage where the particles adhere to the the cell walls. The uptake of the Ibuprofin (and hence the analgesia) is not delayed.

With respect to the OXPTarget with statins, that does (in part) rely on an enteric coating to pass the statin through the gut. An enteric coating is one which does not break down in strongly acid conditions, and so does not break down in the stomach. The OXPTarget has an extra mechanism, utilising bacterial action in the gut to mediate the breakdown. I am less clear as to detail here, but OXPTarget does not simply rely on delaying the release of the statin until it has passed through the stomach, but hopes to be able to achieve a given therapeutic effect with a lower does of statin by optimising the process of release.

I hope I have not misrepresented Timbo, nor Marcelo Bravo, and warn the reader that I am not a medic, nor involved in the pharmaceutical industry. However, have listened to Marcelo, I am happy to continue to hold my shares.
Nigel Martin

[burbelly] 04/6/2013 16:51

Oxford Pharmascience's broker, N+1 Singer, speculated that the new line being introduced is a sugar-free version of the calcium and vitamin D chew. As it had already forecast this development, it is making no changes to its estimates, adding that it expects both the sugar and sugar-free versions of the chew to achieve modest growth, with minimal cannibalisation of market share.

"This morning's news is evidence of Oxford Pharmascience continuing to deliver, with on-going progress being made in all three of its technology platforms. We maintain upbeat about the group and believe it is capable of becoming a major player in the re-formulation market. We recently upgraded our intrinsic value per share to 9.2p on the back of the successful proof of concept data with OXP zero and await further updates on the group's development progression," the broker said.

[doodlebug4] 04/6/2013 10:33

Ache Line Extension

RNS


RNS Number : 1350G

Oxford Pharmascience Group PLC

04 June 2013




Oxford Pharmascience Group plc

("Oxford Pharmascience" or "the Company")

Oxford Pharmascience announces line extension for Brazil



Oxford Pharmascience, the specialty pharmaceutical company that uses advanced pharmaceutic technologies to make medicines better, safer and easier to take, today announces that it has agreed a line extension in Brazil with its Brazilian partner Aché Pharmaceuticos (Aché) for a new version of its calcium and vitamin D chew marketed under the brand name Inellare.

Sales to Aché of this new format are expected to begin in Q3 2013.



Nigel Theobald, Chief Executive Officer of Oxford Pharmascience commented,

"Our chew business in Brazil continues to grow strongly and the addition of a new version of our calcium product in the Brazilian market shows both the commitment of our partner and the ongoing potential for the range."

[doodlebug4] 31/5/2013 14:29

2 RNS just out.

[burbelly] 28/5/2013 18:12

another 10 mill gone through after the close

[burbelly] 28/5/2013 17:20

Looks like UBS took em.....now who sold them?

[burbelly] 24/5/2013 13:56

so Invesco fund managers have picked up another 20 million by Tuesday, wonder if they are aware of Timbo's concerns?

Another 35 million traded since

[burbelly] 23/5/2013 17:53

And 16 mill after the bell

[doodlebug4] 23/5/2013 13:47

10million 'O' trade just gone through at 4.125

[ceohunter] 23/5/2013 08:39

video interview
Oxford Pharma brings new life to tried and tested drugs

Marcelo Bravo, Chief Technology Officer at Oxford Pharmascience (LON:OXP), explains to Proactiveinvestors how the company re-engineers existing drugs to improve the way they work and overcome side effects. Marcelo discusses the recent successful study for ibuprofen and the launch of the safer NSAID programme, the news of which drove shares to two year highs.

[burbelly] 22/5/2013 13:10

another 4.3 mill to Invesco on the open market, dont think that covers the amount of trades from the last two weeks.

edit, that holding was crossed on the 10th of May. millions more traded since then

[burbelly] 21/5/2013 20:22

quite a few shares have changed hands in the last two weeks

[gnnmartin] 20/5/2013 16:41

Thanks timbo.

[melodrama] 20/5/2013 16:01

Yep, heated stuff went on / goes on , too much for me, i just watch the price!

[timbo003] 20/5/2013 15:50

melodrama

I indirectly own quite a few Scancell shares, through my holdings in Oxford Technology 3 VCT and Hygea VCT, both of which have large shareholdings in Scancell, so I do take an interest in them. However, their technology is way outside of my field of expertise, so I tend to steer clear of the bulletin board debates on Scancell.

(PS: No, I've never worked with Merlin/Rothschild)

[melodrama] 20/5/2013 15:24

PS Tim, did you ever do any work with/for Dr Chris Evans and the Merlin/Rothschild lot?

[melodrama] 20/5/2013 15:23

Thanks Tim, Scancell, are you aware of that one? Totally different field, immune system boosting technology for fighting cancer, still risky as in Phase 11, but if you were interested in the more "respectable" stocks in the sector, Prof Lindy Durrant highly respected, Notts Uni, NOT that i'm implying OXP is NOT you understand! LOL Sorry for off topic.

[timbo003] 20/5/2013 15:16

melodrama

No, I dont own any OXP, although I worked for >25 years in R+D for big pharma(Sanofi, Novartis and Glaxo). I still do occassional consultancy work for the industry, so I have an interest in pharm tech in general and of course I invest in the stock market (mainly ITs and VCTs and large caps), hence my interest in OXP.

I have been involved with all sorts of different drugs over the years including NSAIDs and analgesics, so I do know a bit about them. I have worked with a number of quoted small pharm tech companies in the past, at least two of which have gone bust (Phoqus and Meldex). I therefore tend to be very wary of small pharm tech companies who make big claims that they have invented a new technology which can re-invent old (ex-blockbuster) drugs as safer, faster, longer or stronger.

Nigel
It is impossible to make a claim, unless the wording is supported by an SPC. If you want to make a new claim, then you are going to have to get regulatory approval to change your SPC, that is how the system works.
Volterol/Volteren, was, and still is, a huge product for Novartis, they have weathered the storm of patent expiry on diclofenac and maintained the brand. They have probably spent 100s of £millions on new product innovation for volterol and claims support, yet they do not have a differentiated SPC for their enteric coated volterol with respect to GI side effects. I assure you, they will have thought about it (a lot) and they have no doubt tried and tried to get a claim over the years.

Enteric coating is the ultimate in gastroprotective formulation techniques for NSAIDs, it means the NSAID never comes into contact with the stomach or the upper intestine, you cannot beat it. It tends not to be commonly used as a formulation technique for NSAIDs and analgesics, as it slows down drug absorption and consumer research has demonstrated time and time again, that the most desirable attribute for an analgesic, is rapid action (in preferrence to safe on the stomach).

I do wonder whether they have got some proper expert medical advice (I dont mean some local GP) and some proper regulatory advice on their proposed safer NSAID proposition, I somehow doubt it.