Syncona Share Discussion Threads

[salpara111] 15/4/2021 14:47

I'd set a cheeky limit order to buy at 232 a week ago and just got notification that it had been executed.
I cant see any specific reason for the big drop today so I guess I am happy to be on board at that price.

[brexitplus] 13/4/2021 11:43

I've halved my holding here and reinvested in Oakley Capital.

[luxaeterna1] 05/2/2021 07:43

Interesting positive news from Achilles today. Moderate signs of efficacy at very low mono dosing. Higher doses and combination therapies.

[1seanshare] 28/1/2021 15:30

Is there any obvious reason for the drop in SYNC over the last week - is it all down to AUTOLUS and FREELINE?

[chessman2] 17/12/2020 16:15

A remarkable number of buys of 1 and 2 shares today. I wonder why?

Perhaps that's the reason the share price has improved so much. I'd buy in small amounts like that if the share price zoomed up but my broker charges too much.

Going back to basics it is clear to me that the parts of SYNC are undervalued and that we are overdue an substantial upward appreciation.

[1seanshare] 17/12/2020 15:35

I got in at £1.70 but I think there’s a bit to go. I suspect a big pharma will buy Autolus to gain a CAR-T

[luxaeterna1] 17/12/2020 15:20

Syncona has been my single largest investment @ £1.34, so it is reasonable to say I am pleased with the performance so far.

[luxaeterna1] 17/12/2020 15:08

True, Freeline has raised significantly over the last two months, after the latest Phase 2 data and news of Phase 3 in 2021.

NASDAQ Freeline price went from $1.70 to $18 over the last 3 months. ~ $650m MCAP now.

[1seanshare] 17/12/2020 14:35

Autolus still in the doldrums though? Tough market the CAR-Ts. Freeline looks good, positive data

[luxaeterna1] 17/12/2020 13:56

Why so perky today?

Am liking the recent AUTOLUS news. Strong movements, bigger markets, outpatient dosing looking positive.

[brexitplus] 07/12/2020 07:57

Autolus presents additional data on AUTO1

05 December 2020

Syncona Ltd, a leading healthcare company focused on founding, building and funding a portfolio of global leaders in life science, notes that its portfolio company, Autolus Therapeutics Plc (NASDAQ: AUTL) (Autolus), announced new data highlighting progress on its AUTO1 program, the company's CAR T cell therapy being investigated in the ongoing ALLCAR Phase 1 study in relapsed / refractory adult B-Acute Lymphocytic Leukemia (ALL), during the American Society of Hematology (ASH) All-Virtual Annual Meeting, held between December 5-8, 2020. A copy of the announcement is set out below.

Autolus noted that data from the ALLCAR study suggests AUTO1's potential for transformational activity in adult patients with relapsed / refractory ALL. The company also noted that the Phase 1b/2 pivotal study for the AUTO1 programme is under way and enrolment projections have had to be adjusted in light of the COVID-19 pandemic. The company now expects to enroll patients throughout 2021 with a full data set in 2022.

Autolus management will host a conference call and webcast at 4:00 pm ET/9:00 pm GMT on Monday, 7th December, to discuss the ASH data. To listen to the webcast and view the accompanying slide presentation, please go to: hxxps://www.autolus.com/investor-relations/news-and-

[brexitplus] 02/12/2020 08:50

Lots of news in the last couple of days.

[luxaeterna1] 26/11/2020 15:49

Interesting - new presentation on Autolus website. They appear to be expanding AUTO1 from the ALL trials, for use in iNHL & CLL & Primary CNS Lymphoma. I suppose it is the same root cause in different parts of the body.

More customers...? Good news considering the ALL trial results (80-90% complete response rate).

[rambutan2] 20/11/2020 22:14

The results webcast is available:

[chc15] 06/11/2020 15:36

Some real smart ppl on here. I bought this purely on a punt a while back, no real idea what the Co actually does or how it makes money lol, but nice rise today!

[luxaeterna1] 23/10/2020 14:27

Sorry need to change the link to see it working:

[luxaeterna1] 23/10/2020 14:26

hxxps://youtu.be/k9-4p4DLH-0 Video interview from the team running the DLBCL trial

She seems very happy with the results, it seems they are looking for an outpatient treatment regime (sending people home, rather than clogging up beds).

This is very good news - if true a substantial de-risk on a 2nd condition.

[luxaeterna1] 23/10/2020 12:59

Some nice updates this week about the DLBCL trials. Once again reasonably solid results in a difficult environment. 71% of patients seeing clear benefits - with 64% reporting a 'complete response'. Thankfully showing reasonable safety profiles. They have clearly started a higher throughput of patients now and getting more confidence. They had 35 patients dosed in the trial at the data cut-off (around 3 months ago), so it is likely they have 35-45 patients enrolled now.

After so long on the ALL trials, it is nice to start seeing depth on other conditions.

[1seanshare] 07/10/2020 15:10

Yes I understand the market quite well. Currently available CAR-Ts are only currently licensed for childhood ALL and some adult B-cell lymphomas. There is another which will soon get a licence for some myelomas. It's not for solid tumours, as yet. The PD-1s and CTLA-4 cover those off from a immunotherapy point of view.
My comments on the hassle factor come from real clinicians treating patients with these haematological malignancies.

[luxaeterna1] 07/10/2020 14:41

It has largely focussed on late-stage unresponsive "difficult" cases admittedly, but they are also about to start testing ALL cancer by AUTOLUS using outpatient (i.e. not treated in permanent intensive care).

I do not think it will be useful for 100% of cancers, but it already has a limited application and this is likely to grow over time. Altering patient immune systems is not simple - but if the patient is dying, you can ethically consider CAR-T.

[1seanshare] 07/10/2020 13:58

I worry about the whole CAR-T space. It's not the panacea that was initially hyped and the logistics of delivering the therapy is proving too onerous for many providers...

[luxaeterna1] 07/10/2020 13:28

If Autolus is as good as expected, it should be getting very interesting by around April.

By that point they will have moderate P1/2 data on 5 cancer types, with 1x solid trial in phase 3 (ALL cancer) and 7 new cancer sub-types being initiated.
Autolus is wobbling around a bit, but the market still values it in excess of 600 million. So that's not bad, all things considered.

[greygrey] 06/10/2020 21:32

Any projections for the end Sept NBV which will be announced before long?

[1seanshare] 06/10/2020 17:56

Autolus stock very depressed though.... hopefully this will pick up soon