Syncona Share Discussion Threads

[ltinvestor] 03/9/2019 10:51

Sorry I meant overlooked by PI’s!!

[kristini2] 03/9/2019 09:17

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

[ltinvestor] 03/9/2019 08:51

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 07:49

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 15:06

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 15:38

..Jan 2020! (cough, typo)

[luxaeterna1] 01/8/2019 15:28

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 08:09

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 07:15

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 13:32

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

[luxaeterna1] 26/7/2019 09:04

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 08:05

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

[luxaeterna1] 12/7/2019 10:49

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 13:03

Nice recovery. Glad I topped up

[brexitplus] 10/7/2019 10:02

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

[masurenguy] 10/7/2019 09:32

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." hTTps://www.thetimes.co.uk/edition/business/syncona-shows-philanthropy-brings-in-healthy-returns-qhng5nhxw 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 07:26

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 16:32

As of now, Syncona -3.4% Autolus + 15.3% and they say markets are efficient?!

[tiger blue] 08/7/2019 13:59

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.

[luxaeterna1] 08/7/2019 13:17

Am I correct that Woodford owns 5% of AUTL, so his stake is worth ~ £25m? Can't believe that would rattle the day-to-day price too much.

[luxaeterna1] 08/7/2019 12:07

Has Woodford been offered by SYNC, or others? AUTO has a large number of trials in the pipeline right now, they must have a serious headcount. Very pleased to see Freeline moving forward, especially with the first patient at mid-dosing apparently reaching normal levels of blood FIX/coagulation (apparently the first company to ever achieve this!).

[ltinvestor] 08/7/2019 09:59

I believe that Woodford has been bid for his Autolus shares at market price but will not sell .One day soon he may be forced to sell...I have been accumulating Autolus around this low level $16, taking advantage of the situation.

[graygray1] 08/7/2019 09:44

Is SYNC a bargain now. Price keeps falling yet lots of fundamental good news recently. Just potential Autolus forced sale by Woodford. What do you think?

[brexitplus] 08/7/2019 07:50

Today’s RNS “Chris Hollowood, Executive Chairman of Freeline said: "We are pleased to report updated data on the first two patients in our Haemophilia B trial. The results provide early validation for the potential durability and stability of our therapy at the lowest dose cohort. We continue to progress dose optimisation in additional patients and look forward to providing a further update as we seek to develop a functional cure for people with Haemophilia B." "We believe there is a significant opportunity for Freeline's highly efficient capsid and manufacturing platform to offer gene therapies that substantially improve patients' lives in a wide range of chronic systemic diseases, and we are seeking to leverage this same platform across Haemophilia A and B, Fabry and Gaucher Diseases, and ultimately into non-monogenic disorders."”

[tiger blue] 07/7/2019 18:20

BBC2 9:00pm tonight War in the Blood, a film about treating cancer patients with CAR T cell therapy. It focuses on the work of Dr Martin Pule of the UCL Cancer Institute, who leads the UCL CAR T-cell programme. He is also founder and Chief Scientific Officer of Autolus.