Oxford Pharm Gp Share Discussion Threads

[haroldthegreat] 26/5/2016 15:11

Giving aspirin and esomeprazole is expensive omeprazole is cheaper.I was at greenford in the 70s. Formulating

[timbo003] 26/5/2016 11:00

htg

Yes agreed, it's possible to reduce (but not eliminate) GI problems with NSAIDs using various methods, for example: enteric coats, co-administration with proton pump inhibitors, co-administration with H2 antagonists and co administration with antacids.

The OXP formulations are just a complicated and expensive way of administering NSAIDs with antacids, specifically aluminium /magnesium hydroxide

I'm sure you know AL/MgOH is the active ingredient in Maalox and some of the Milk of Magnesia formulations, so I would expect the OXP formulations to behave the same way (from a safety and efficacy perspective) as co administering Maalox with a standard NSAID formulation.

On the other topic you mention: I did 25 years in Pharma R&D on the consumer side (Sanofi, Novartis and GSK). My last employer decided to move my job to the US. I opted not to go with it and instead I ran off with the treasure that was on offer. I still do occasional bits of ad hoc consultancy for my ex-employers and others.

[haroldthegreat] 26/5/2016 09:13

Re comments that gastric problems are due to local spots of higher concentration that is not always the case.the use of enteric coated aspirin has been reduced as stomach problems still occur with them and the nhs
has stopped GPS prescribing them. If one uses indocid suppositories one can get gastric problems and they are not swallowed.
timbo what is your background your analysis of pharmaceutical companies is spot usually.

[timbo003] 12/5/2016 13:06

Market cap now circa £85M, risk adjusted portfolio worth next to nothing, the only product concept with any vaguely significant value is their taste paediatric taste masked liquid ibuprofen, the rest are pie in the sky.

Compared to most other small pharmas quoted on AIM (for example Verona pharma MkCap £35m, Synairgen MkCap £30m), this one looks massively overvalued

[timbo003] 05/5/2016 15:22

Oxford Pharmascience will be presenting at the SHARES Investor Evening (London)on Wednesday 25th May 2016.



I think I'll go along to that one.

[timbo003] 02/5/2016 22:50

The slides and video from the Master Investor show are now available:

OXP Slides:


OXP Video:

[timbo003] 19/4/2016 07:58

I'm not impressed by today's announcement.

It's all very well having identified a regulatory route, but this doesn't help if the regulatory route doesn't lead to commercially attractive differentiated claims.

Based on the clinical data they have produced so far, such claims are most unlikely to be forthcoming which will make the product unattractive for any potential partners.

[timbo003] 06/3/2016 00:28

Not much new to report in the results on Friday.

As expected, no partnership news and I wouldn't expect them to sign a partner up for either of the NAID programs given the deficiencies in the data (namely reduced rate an extent of absorption compared to control).

One thing did jump out at me from the results and I don't think I have seen this before in their previous commentaries:

"Importantly, the Company believes that its OXPzero™ Aspirin has potential to provide superior anti-platelet efficacy than that of enteric coated aspirin products that currently predominate in the market."
Where is the scientific rationale or data to support that rather premature assumption?

On a more positive note, it is good to see that their sales are holding up for the taste masked Calcium product, they really should stick to things they do well (i.e. taste masking) and stop messing around with these pipedream projects which have little or no chance of success.

[timbo003] 02/3/2016 03:37

Oxford Pharmascience, the specialty pharmaceutical company that redevelops medicines to make them better, safer and easier to take, expects to announce its annual audited results for the year ended 31 December 2015, on Friday 4 March 2016




Probably a non-event on Friday but no doubt they will puff it out telling us that they have signed CDAs with potential partners.

So what?

[barnetpeter] 31/1/2016 23:00

Must say that the (justified) negative comments on here made me sell out. The mkt cap was a bit mad....and I agree I cant see much here to make me buy back in. What has the company done over the last year?

[trendfollow] 25/1/2016 09:12

Chart starting a nice bowl, good risk / reward at this level imo... Looks good for further gains.

[timbo003] 25/1/2016 07:55

Today's announcement = totally puffery

No new news of any substance in there whatsoever

[timbo003] 23/12/2015 09:06

There are 4 completed studies listed on clintrials.gov


All four have failed to meet the study objectives in one or more respects.

That's 100% failure record so far, so what are the chances of the next study succeeding?

It's no good the company saying that they are going to test an optimised formula in any future trials, as that raises the question as to why on earth didn't they test an optimised formula in the earlier trials?

The fact is the technology doesn't work, NSAIDs cause GI damage. Their earlier claimed "success" was down to the fact that less NSAID was available from the formulation, less NSAID may mean less GI side effects, but it also means less analgesic efficacy.

[timbo003] 23/12/2015 08:29

The law of gravity prevails.

At 4,5p/share the market cap is still around £55m, which is still way too high for a biotech company which has IP worth zilch and a development portfolio stuffed full of white elephants. Cash in the bank must be around £20m, which corresponds to a share price of around 1.6p/share, which is probably all they are worth.

[timbo003] 09/11/2015 19:08

A couple of other things to add for the sake of clarity: Nurofen tablets (and most generic tablets) do not "Burn on the way down" as they are either sugar coated or film coated (with HPMC). Once they reach the stomach the coating dissolves (unlike an enteric coat) and the ibuprofen is released.

Having said that OTC products such as Nurofen are a relatively low dose and are only recommended for acute dosing, therefore the incidence of GI side effects are very low when taken as directed.

In my experience of tasting lab samples of taste masked NSAIDs and anakgesics, I don't find the taste of low dose ibuprofen particularly off putting - it isn't bitter, but it does leave a slight after burn - and it certainly wouldn't deter me from taking any of the non film coated commercial products (for example suspensions or dispersible tablets) if I required an analgesic for mild pain relief or for use as an antipyretic.

[timbo003] 09/11/2015 09:49

>>>Dr B

Yes, Vimovo is a swallow tablet and my previous comments are certainly not irrelevant

OXP have already tried (and failed?) to develop a conventional swallow tab, see post 621


Also note my comments in the same post on the unsuitability of a chewable tablet format.

Also see their pipeline summary from November 2013


There was a conventional swallow ibuprofen swallow tablet in there amongst all the other pipe dreams. I assume they have now opted to abandon that development (due to insurmountable PK problems?) despite the fact that it would be the preferred format for the larger Rx opportunity.

[dr biotech] 06/11/2015 07:33

It seems to me (and again I must admit I've not looked at this in any detail) that they want to develop a liquid or chewable tablet rather than a capsule. I mean when I take a standard neurofen or tescos generic its tasteless and doesn't burn on the way down. Vimovo is a swallowed tablet or at least appears to be on a quick search.

Edit: A 10 min search on google appears to show vimovo is only a swallowed tablet, so comparisons with that are irrelevant. I'm not really sure why you made it.

[dr biotech] 05/11/2015 16:19

I don't think thats necessarily true. A lot of the damage is caused by localised high concentration hotspots and if you can spread our the distribution then it should lessen the damage. I'm not an expert (nor am I a holder, other than via woodford) but they seem to be using a different salt - this may be more soluble allowing the drug to be adsorbed over a wider area.

It would of course help if they explained this on their website.

[timbo003] 05/11/2015 12:51

That RNS really is just puffery (as well as amusing with its kindergarten definition of T1/2)

So far every human study OXP have conducted (is it 6 in total?) has had deficiencies of one sort or another.

They either fall short on the gastric irritancy or one or more of the PK parameters.

But still, it keeps them all employed and they are getting paid whilst keeping the plates spinning for as long as possible, but surely investors will twig at some stage what has been blatantly obvious (to me at least) from the onset of the program, i.e. the GI side effect profile of NSAIDs is correlated to the amount of drug available.

If you reduce the availability of the drug (by reducing the rate and/or extent of absorption) then you will reduce the side effects. Unfortunately for investors, if you reduce the rate and/or the extent of absorption you will also reduce the efficacy (and the ability of getting the product accepted by regulatory agencies). It really isn't that difficult to understand, yet you still have numerous scientifically challenged eternal optimists who just don't get it.

[timbo003] 05/11/2015 08:10

LOL

I have just read the RNS again

I thing Marcello and his R&D team need to go back to college:

From the RNS:

"PK results from Study 2 show complete and rapid drug release with prolonged T1/2 (the time taken to reach half of peak concentration). "

WRONG!


They all need to go back to the undergraduate text books and look up the definition for T1/2

[timbo003] 05/11/2015 07:53

See earlier post (August 15th)



The updated results add very little IMO, they still haven't shown equivalence for Cmax and all the other problems haven't gone away. I just cannot see any large pharma getting remotely excited about the prospects of partnering OXP with this.