Syncona Share Discussion Threads

[luxaeterna1] 03/10/2018 14:00

Blue Earth's Fluciclovine appears to be showing promising results in brain Glioma cancers also

"Fluciclovine PET produces high-contrast images between both low-grade and high grade gliomas and normal brain by visual and semiquantitative analysis. Fluciclovine PET appears to discriminate between low-grade glioma and high-grade glioma, but must be validated with a larger sample size."

[luxaeterna1] 03/10/2018 13:57

Very pleasing new highs.

How many clinical trials are currently in progress? A presentation earlier this year indicated 11 live clinical trials, 4 in pre-clinical and "Multiple undisclosed pre clinical programmes".

Lots of trial data coming in 2019, by early 2020s this could be a highly valuable company. The Blue Earth division should be delightfully profitable by now also.

[ltinvestor] 03/10/2018 08:08

Nightstar raise completed and Syncona manage to retain their 39% holding.I am predicting that Nighstar will become a STAR and bring sight back to those less fortunate.How wonderful will that be?

[luxaeterna1] 02/10/2018 13:29

I wonder if Syncona have been buying Adaptimmune shares? There's certainly a large demand for them right now.

[ltinvestor] 02/10/2018 07:46

Syncona are showing an almost 40% increase in the value of their investment in Adaptimmune in less than a month.

[brexitplus] 28/9/2018 07:39

Syncona Ltd ("Syncona"), a leading healthcare company focused on investing in and building global leaders in life science, notes that its portfolio company Nightstar Therapeutics plc ("Nightstar") has announced the pricing of its previously announced underwritten public offering of 4,000,000 American Depositary Shares ("ADSs") representing 4,000,000 ordinary shares at a public offering price of $18.00 per ADS. All ADSs to be sold in the offering will be offered by Nightstar.

Syncona has agreed to invest $18 million (£13.7 million) in the offering. Following the offering, Syncona retains a stake of 39.0 per cent in Nightstar (amounting to 13,203,922 ordinary shares/ADSs), which was valued at £187.6m at close of business on 27 September 2018.[1]

[volsung] 24/9/2018 15:02

Took the opportunity to double my stake here. New highs soon?

[rambutan2] 24/9/2018 10:45

That's 1pm UK time:

Nightstar will host an R&D Day on Monday, September 24, with presentations beginning at 8:00 a.m., Eastern Time. The R&D Day will feature presentations from Nightstar’s management team and physicians specializing in the field of retinal diseases covering the NSR-RPGR data presented at EURETINA 2018 and the Company’s other pipeline programs.

The R&D Day event will be webcast live under the investor relations section of Nightstar’s website at A conference call will also be provided for those who opt to listen to the event by telephone. An archived webcast will be available on Nightstar’s website for at least 2 weeks following the event.

[douglas fir] 24/9/2018 07:04

Nightstar reports positive proof of concept data from dose escalation study in XIRIUS trial for NSR-RPGR in XLRP patients

[luxaeterna1] 10/9/2018 09:40

hxxps://www.morganpryce.co.uk/knowledge-centre/exclusive-news-articles/autolus-has-announced-plans-to-take-up-the-fifth-floor-of-the-mediaworks-buildling/

Autolus rents office space with enough space for around 300 staff. Rent starts in October - they have a lot of clinical trials coming up I guess they're looking to expand.

[volsung] 08/9/2018 13:06

I hope to be adding on the way up. Has a nice bit of momentum this

[ltinvestor] 08/9/2018 12:17

This is one of those shares that you just lock away and don’t worry about...IMO

[alan@bj] 08/9/2018 08:27

Very good full-page interview with Martin Murphy, Syncona’s Chief Exec, in today’s Times. Blue Earth, Autolus, and Nighstar mentioned along with an outline of Syncona’s modus operandi.

[ltinvestor] 06/9/2018 08:51

I bought Adaptimmune shares yesterday on the basis that if Syncona have invested in the company then they must have something very special...

[rambutan2] 05/9/2018 19:47

Here we go:

PHILADELPHIA and OXFORD, United Kingdom, Sept. 05, 2018 (GLOBE NEWSWIRE) -- Adaptimmune Therapeutics plc (“Adaptimmune”) (Nasdaq: ADAP), a leader in T-cell therapy to treat cancer, today announced that it has entered into a definitive agreement with Matrix Capital Management Company, LP (“Matrix”;), New Enterprise Associates 16, L.P., New Enterprise Associates 14, L.P. (“NEA”) and Syncona Portfolio Limited (“Syncona̶1;), to purchase an aggregate of US$100 million of its American Depositary Shares (“ADSs”) in a registered direct offering. The transaction was completed from the company’s shelf registration at a price of $10.00 per ADS.

The closing of this offering is expected to take place on or about September 7, 2018, subject to the satisfaction of customary closing conditions.

Net proceeds of the offering will be used to advance the company’s wholly owned pipeline of SPEAR T-cell candidates through clinical trials as well as for other general corporate purposes.

“This financing strengthens our balance sheet and extends our runway through to late 2020. This gives us strategic flexibility as we enter a potentially transformative period of data from our wholly-owned pipeline,” said James Noble, Adaptimmune’s CEO. “I want to welcome Syncona to our shareholder base as they join NEA and Matrix in this round. We are delighted to receive this support from our key shareholders as we continue building an integrated cell therapy company.”

[rambutan2] 05/9/2018 19:41

And they share these new manufacturing facilities in Stevenage with Autolus:

[rambutan2] 05/9/2018 19:27

Nasdaq listed in 2015, but a UK based company out of Oxford Uni developed tech. So the Wellcome team will know all about it.

[ltinvestor] 05/9/2018 18:59

Syncona have today subscribed for shares in a Nasdaq listed T cell company called Adaptimmune!

[luxaeterna1] 05/9/2018 10:17

Frankly it seems that AUTOLUS is onto a winner (IMO). They can demonstrate that it generally works, albeit with significant side-effect hazards, but frankly if you are dying of cancer and this offers an 80-95% chance of total recovery they should have a market for it. I will admit that this is a burgeoning market, with several competitors in the market. In 10 years SYNCONA might be a giant, it has all the right backers.

[ltinvestor] 29/8/2018 16:39

Blue Earth which is private is now profitable with increasing sales...

[douglas fir] 29/8/2018 14:04

tx..agreed

[brexitplus] 29/8/2018 13:38

No significance in my view. I invest in private equity type companies such as Melrose and Burford. Syncona is more high risk but has a quality portfolio. If only one, but I expect many more, of its companies is successful the rewards are very high. I also look at the team and financial structure, which in Syncona’s case is unique.

[douglas fir] 29/8/2018 13:29

tx for that B+...do you attach any significance/importance to metrics such as premium/discount,z-score etc to Sync....or are they out of the window as it were?