Syncona Share Discussion Threads

[luxaeterna1] 06/9/2019 15:12

Worth watching on the monitor, Autolus is up 65% on yesterday

$9.85 to $16+ in 24 hours.

[tiger blue] 06/9/2019 14:35

Citywire reporting that Woodford has sold Autolus from his Equity Income & Income Focus funds. They think he has retained the Patient Capital holding. AUTL up again today.

[ltinvestor] 06/9/2019 07:00

TB. Certainly looks that way...

[tiger blue] 05/9/2019 21:02

Autolus up 21.7% today, nice but nothing to celebrate given the extent of the decline. More important was the volume of 7.8m shares, methinks some stock overhang has finally moved on, hopefully Woodford into safer hands

[luxaeterna1] 05/9/2019 09:22

Autolus updated corporate presentation a couple of days ago. Seems all systems are go and the management team are keen to push things along now hxxps://autolus.gcs-web.com/static-files/d053be07-f6a1-4762-b96f-2eac212b811d

[alan@bj] 03/9/2019 10:36

Autolus Therapeutics today announced that the journal Nature Medicine has published both pre-clinical results and clinical data from the ongoing Phase I CARPALL trial of AUTO1, demonstrating the potential of the company’s novel CAR T therapy targeting CD19 in development for the treatment of pediatric acute lymphoblastic leukemia (ALL). The paper reports that AUTO1, or CAT Chimeric Antigen Receptor T cells (CAT CAR T), utilizes a binder with a fast off rate and showed both increased proliferation/ cytotoxicity in vitro and enhanced proliferative capacity and anti-tumor activity when compared to FMC63 CAR T therapies in vivo. In the Phase 1 clinical trial, 86% (n=14) of recurrent/refractory pediatric ALL patients achieved molecular complete remission after a single dose, with a median duration of remission of 7.4 months and no severe cytokine release syndrome (CRS; ≥ grade 3 or 4), in this relapsed and/or refractory patient population.

[ltinvestor] 03/9/2019 09:51

Sorry I meant overlooked by PI’s!!

[kristini2] 03/9/2019 08:17

overlooked? It's constantly traded at a massive premuim to NAV ????How's that overlooked

[ltinvestor] 03/9/2019 07:51

Pity there aren’t more companies like Syncona listed on the market yet Syncona continues to be overlooked by the investment community...

[brexitplus] 03/9/2019 06:49

Findings from Phase I CARPALL Trial Demonstrate that Autolus’ Novel CAR T Therapy, AUTO1, Induces Enhanced Anti-tumor Response Without Severe Cytokine Release Syndrome 86% molecular complete response rate after a single dose of AUTO1

Autolus Therapeutics plc (Nasdaq: AUTL), a clinical-stage biopharmaceutical company developing next-generation programmed T cell therapies, today announced that the journal Nature Medicine has published both pre-clinical results and clinical data from the ongoing Phase I CARPALL trial of AUTO1, demonstrating the potential of the company’s novel CAR T therapy targeting CD19 in development for the treatment of pediatric acute lymphoblastic leukemia (ALL). The paper reports that AUTO1, or CAT Chimeric Antigen Receptor T cells (CAT CAR T), utilizes a binder with a fast off rate and showed both increased proliferation/cytotoxicity in vitro and enhanced proliferative capacity and anti-tumor activity when compared to FMC63 CAR T therapies in vivo. In the Phase 1 clinical trial, 86% (n=14) of recurrent/refractory pediatric ALL patients achieved molecular complete remission after a single dose, with a median duration of remission of 7.4 months and no severe cytokine release syndrome (CRS; ≥ grade 3 or 4), in this relapsed and/or refractory patient population.

“The safety profile emerging from this pediatric study is encouraging. AUTO1 was well-tolerated and we did not see severe cytokine release syndrome or neurotoxicity seen in other ALL programs,” said Sara Ghorashian, PhD, Molecular and Cellular Immunology Section, UCL Great Ormond Street Institute of Child Health and a co-author of the paper. “It is very promising to see these strong remission rates and excellent CAR T cell expansion and persistence, which give us hope that AUTO1 could improve outcomes for these patients.”

[luxaeterna1] 16/8/2019 14:06

Seems like the market got wind of the 5 month delays on the Autolus manufacturing site, unavoidable in biotech to some extent, could create a value opportunity as AUTL is trading pretty terribly ($45 to $9 in a year!)

[luxaeterna1] 01/8/2019 14:38

..Jan 2020! (cough, typo)

[luxaeterna1] 01/8/2019 14:28

Gyroscope dosed their first patient in February 2019, it sounds like they are running a 7-clinic UK trial that is intended to last until January 2019. Looking forward to that, although it may be slightly difficult to interpret the results on AMD/vision.

[ltinvestor] 01/8/2019 07:09

Gyroscope will be the next Syncona company to achieve “greatness “.I am presently accumulating Autolus and taking advantage of the huge disconnect between the share price and the progress being made, according to the Ceo, due to the Woodford effect.

[brexitplus] 01/8/2019 06:15

1 August 2019

Syncona Ltd today announces that it has completed the sale of portfolio company Blue Earth Diagnostics ("Blue Earth") to Bracco Imaging, a global leader in diagnostic imaging for final consideration of $476.3 million (GBP390.2 million[1]).

The sale of Blue Earth will generate GBP336.9[2] million of net proceeds for Syncona for its 89 per cent stake in the business, further strengthening its strategic capital pool which underpins the execution of its strategy of founding, building and funding global leaders in life science.

[1seanshare] 29/7/2019 12:32

What is the cause of AUTL weakness - it's quite profound

[luxaeterna1] 26/7/2019 08:04

The SYNC share price continues a strong trend, while the AUTL price shows weakness. Perhaps related to Woodford's holding (forced sell?) and market waiting for the Q3/Q4 CAR-T updates.

[robow] 15/7/2019 07:05

Also a very poitive write up in Shares Magazine on Thursday and on Friday in Moneyweek

[luxaeterna1] 12/7/2019 09:49

Is this just recovering to older levels? Perhaps a rebound from dropping below the NAV level? Is it the PR from the BBC documentary (clearly someone is pushing UK business properly!).

Very nice.

[robow] 11/7/2019 12:03

Nice recovery. Glad I topped up

[brexitplus] 10/7/2019 09:02

The BBC programme on Monday was very informative. Definitely the way ahead.

[masurenguy] 10/7/2019 08:32

Thanks for drawing that to my attention alan@bj. His main conclusion was that " There is much to commend this company, which seems to take a refreshingly cautious approach to valuing its investments, effectively putting them on the books at the value of the capital outlay and revaluing them only when a definitive event such as a sale or a listing takes place..... there seems no obvious reason for the recent weakness, save perhaps that investors are waiting for proof that the next round of investments will perform. Based on the company’s track record, that’s likely. Trading almost exactly flat to the most recently disclosed NAV per share of 216.8p, the shares look like a good bet."



One might have thought that this might have produced an uptick in the shareprice this morning but despite what appears to be a Buy of 350,000 @213.82 about an hour ago this has not yet occurred.

[alan@bj] 10/7/2019 06:26

SYNC gets a BUY recommendation in today’s Tempus column in The Times, the summary saying, “Careful and conservative investor with increasingly strong track record of returns.”

[tiger blue] 09/7/2019 15:32

As of now, Syncona -3.4% Autolus + 15.3%

and they say markets are efficient?!

[tiger blue] 08/7/2019 12:59

Hi luxaeterna1, Woodford Investment Management LLP holds 12,041,419 shares, which is 26.8% of Autolus. Any lower figure you may see quoted refers to just one Woodford fund/trust, not his whole position.

I know from broker meeting that SYNC have at least made enquiries about buying stock from him. No price was mentioned, that would be commercially sensitive as well as inside information, and I suspect they were rebuffed before it got to that stage.

So why isn't Woodford selling?

1. He doesn't want to! While he is still making a profit, he last topped up in the placing at $24, why would he sell at $16? He could probably get a premium to this but not sufficient to tempt him out and clearly thinks this is one of his best stocks. While Autolus on a standalone basis remains high risk, on the basis of data generated to date it is cheap, which is why I & others on this board have bought shares.

2. He doesn't have to...at the moment. He is raising cash elsewhere and being not short on self-belief thinks he can trade his way out of this. Time will tell as redemptions and potential redemptions grow, or if his contract is terminated by the Patient Capital board, though to date they have been as effective as a chocolate fireguard.