Syncona Share Discussion Threads

[luxaeterna1] 13/5/2021 09:31

Am I correct, that iNHL is basically slow growing lymphoma, so a 100% complete response rate (in phase 1), would be indicative that Autolus CARs being used at earlier stages?

[mayers] 12/5/2021 23:09

As you say 1seanshare "that's welcome", may be you should have said Welcome :-)a very aristocratic organisation which has had tremendous power but with whom I have mixed feelings in the modern competitive market. Maybe past its heyday.

[luxaeterna1] 12/5/2021 20:09

iNHL results go BOOM for Autolus.

[1seanshare] 12/5/2021 14:01

Which one, where do you see that?

Is the price drop not an over reaction to gyroscope delay?

[chc15] 12/5/2021 13:33

Director dumping loads.

[acuere] 11/5/2021 13:10

Sold out a while ago and been watching from the sidelines. Tempted to jump back in but I’d prefer to see a change in fortunes.
Even since the poor Q1 figs to 31st March, Autolus down 16%, Freeline down 25% and Gyroscope IPO announced and pulled.
Not good.

[luxaeterna1] 11/5/2021 09:08

It is odd. I suspect they meant it was simply due to covid-related uncertainty, which meant an unacceptable pricing offer. Although Gyroscope (long term eye health) may operate on a longer timeframe than your average IPO and that might discourage investors.

Interesting to see if they wait 6-9 months, or look at Syncona/3rd party private partnership.

Ha, oh wait, I just re-read the RNS, it does look quite silly having a 4-day delay between the RNS announcing and then postponing it doesn't it? I'm sure they cringed at that.

On the other hand, a good drop in sentiment like this, could actually be a solid entry position if you believe in the long-term prospects of SYNC, & in particular Autolus.

[salpara111] 07/5/2021 08:39

Beginning to think I made a mistake getting into this.
To announce an IPO and then decide only a couple of weeks later that you are pulling it "due to market conditions" makes management look incompetent!

[1seanshare] 06/5/2021 19:56

What on earth happened to Freeline today? At one point it was down 25%. SYNC being held back by Freeline and Autolus?

[luxaeterna1] 18/4/2021 11:05

What do you guys think about the recent Autolus decision to focus manufacture on the UK plant? I suppose cashflow has been tight, so they are trying to avoid initial capex, on a facility that I asusme would take significant staff qty, training, QA and approvals etc. In my head, it doesn't seem that it would grossly affect logistics by having to ship to UK instead (package deliveries can be overnight from major cities, so frankly it would take overnight to get domestic shipments done).

Overall, I see it as a positive development for the UK staff and getting things rolling. Perhaps when they have significant cash revenues they can look at expansion. Does anyone know what the ultimate Autolus target market is? Initial treatments in EU/US could show ~ 20k patients per year, but this could become a significantly higher figure if they get more approved treatments.

Between the various genetic treatments being presented by the wider Syncona group, you could argue that number starts to become millions in 10 years time.

[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: