loadsadough
04 Jun 2018
Re: results from the JULIET clinical tri... Hello Andy, so far I have done well with OXB. Lets hope that ITM gets going soon. Also VRS, and LOOP have done well recently for me.Loadsadough
aegian
04 Jun 2018
Article on CAR-T therapy in The Express 03 06 2018 A REVOLUTIONARY cancer treatment which programmes the body’s immune cells to identify and destroy the disease is to be launched in the UK following trials which showed 40 per cent of dying adult patients were free of the illness just one year on. Research into the therapy, to be unveiled at a leading cancer conference next month, has been described as a “staggering” and “game changing” development which could save tens of thousands of lives a year.Now the NHS is preparing to offer the pioneering cancer gene therapy across the UK.The treatment, available in the US since August last year after being approved as the first gene therapy available, is set to be given the approval by European watchdogs later this year.It is called CAR-T therapy, a reference to the cells it customises.Global trial results into blood cancer B-cell lymphoma – to be presented at European Hematological Association conference in Stockholm, Sweden, later this month – show 60 per cent of 111 terminally ill patients enjoyed significant improvements in their condition a year after the infusion therapy, which customised their immune or T-cells to kill cancer cells.In 40 per cent of cases patients remained completely free of the disease after 12 months.[link]
Andy Reilly
04 Jun 2018
Re: results from the JULIET clinical tri... Dave - there has certainly been some consolidation (1 for 50 shares!), and so far the SP makes progress. I just hope they dont get back to their old ways and start to isse more shares should things become a bit difficult - I have certainly not read OXB well (an it was party the vast number of shares that put me off - but I did make money in the past trading the volatility) SO I just hope that OXB can get that big break and make all their shareholders very happy - ATB
techno foxx
01 Jun 2018
Re: what do the markets know anyway? boo... better article just another quick point, everyone knows Car-t works using OXB tech so why reinvent the wheel which would require new drug trials taking years, when just changing the target on the cancer might mean we are able to be given super fast FDA APPROVAL.the FDA has already approved 90 percent of the existing car-t treatment and so if only the new target cancer cells have been changed then why run new drug trails at all again?[link]
aegian
01 Jun 2018
Re: The future is good . Hi Dave,Thanks for that very cheering news. Getting the body to trick its immune system to attack a cancer is tricky. The cancer is made of human tissue and is therefore seen as being part of the body. Kyriacos Mitrophanous, Chief Scientific Officer, said that there are 100 different types of cancer. Some body parts contain multiple types of tissue, which makes things even trickier.Any success in this field will be extremely valuable. OXB may now have time to develop a cure for cancer given their experiences and failures. The fact that OXB provides the lentivector for Novartis' Kymriah (R), which has approval, is a fabulous step forward. If one cancer type can be tackled why should there not be other steps forward, perhaps even for OXB. Now that Pharma companies have seen what can be done using lentivector, lentivector sales can only increase. JD said that many companies are scrambling to try to produce their own technology, because they are aware that they are now behind in this field.Of course he warned that the battle is still hard and OXB cannot afford to fall behind in this growing field, even if they do now have 30% of this market. The market is currently so small they have a significant fraction of it but things can change in the future.
sandpmag
01 Jun 2018
Re: Price Drop Well, it's been move volatile this week than for a long time, and now 10% down since the consolidation!The company should ask their advisors for the £5M back!
d gaser
01 Jun 2018
The future is good . Found this article regarding a new comer to the CAR-T club .LONDON (Reuters) - Autolus Therapeutics, this small British company is developing cell therapy treatments ,and is to joining the ever swelling ranks of British NASDAQ listed biotech companies. Autolus apparently is developing the next-generation CAR-T treatments that it hopes will have an edge over the first wave of therapies now on offer. Its backers include Syncona, Woodford Investment Management and Arix Bioscience see link .. www.4-traders.com/ARIX-BIOSCIENCE-PLC-34067690/news/UK-biotech-firm-Autolus-joins-CAR-T-rush-with-Nasdaq-IPO-filing-26536334/To me if this little company can do it, then so can OXB, after all, OXB have over twenty five years’ experience of failure with Trovax, and many other cancer products behind them. OXB are the pioneers of this science and now it’s time they took advantage of all those years R -D, by putting all that knowledge to work once again, via their replacement Trovax therapy OXB-302. OXB-302 is a cell therapy that uses the LentiVector® platform to engineer patients’ harvested T-cells in order to express an antibody, against the 5T4 antigen which is expressed on the cell surface of many common cancers. These T-cells are then infused back into the patient, where they then recognise the 5T4 antigen tumour as an intruder, the killing immune cells then recognise the tumour as a foreign body, and it then attacks and destroying the targeted tumour giving of the antigen.OXB are already developing this product, and with their background and use, of this particular antigen in the past, it should be able to get orphan state once they reach phase 11/111 trials there by reducing it’s time in trials, however that is still at least 3 years away at this moment in time, as are many of the other OXB products. see link www.oxfordbiomedica.co.uk/pipelineAll this bods well for the future of OXB, but is not helping our bottom line at this moment in time, if anything, as time moves on then our R/D costs will also have to increase in line with the % value. Maybe by 2019-20 things might look a little better, or, we to might be listed on the Nasdaq, in order to raise further capital , or even raised more capital here, or both? who knows. Especially now OXB has fewer shares in circulation, and maybe they to can get the type of backing OXB needs to get OXB-302 and the other products to market by 2025. And for those like me, who have already been holding OXB since the last century, it will have been a long wait to achieve what we all knew back then, that this science would one day become main stream ,and that OXB would eventually become a winner ,yes it took time, but at last ,we might just be getting there. Well we can all live in hope.BE HAPPYDAVE
Crisisurfer
01 Jun 2018
Volume vs Price Now seems to be shifting price on modest volume. I would expect a sharp price recovery or increase on any further good news, and may creep up on market sentiment.
optimistic john
01 Jun 2018
Re: Price Drop Sadly 'very expensive advisors' don't fill me with confidence either. I worked for several and it was often 'In the kingdom of the blind....'Guess I'm cynical based on past experience with such organisations as OXB and 'advisors'
cajoma
31 May 2018
Consolidation Caught again, why didn't I lean from RENE. should have sold as soon as consolidation was announced and then bought back. Hopefully OXB will rise again as I have faith in the science/technology and with recent positive announcements it should., although revenue against cash burn not brilliant . So difficult for PI's like me with small holdings.
d gaser
31 May 2018
Re: what do the markets know anyway? boommmm Unfortunately this is par for the course, when it comes to consolidation in my experience, that's why I took some profit on Tuesday, but I still hold over 1.500 at the new price, and will continue to do so for the reasons Aegian gave. How ever as we all know, it takes time and a few weeks before the market eventually finds it’s true value, I have also checked the shorts, and as of now, nobody has opened a short against OXB, which is all so good news.My problem with OXB value is the sales ,OXB present value may be true in the future but as the market’s only look 6 months ahead, and there is very little guidance from OXB at the moment regarding future sales, then we can only value it at on the £36m-£38m sales reported in the last set of accounts, and even if we said OXB could double its sales over the next 12 months , that doesn't in my mind translate in to a 500m pound company overnight ,which is what Aegian said they believe it will be . But there again according to the edison forecast, see the link below it can . www.finanznachrichten.de/nachrichten-2018-05/43771655-edison-issues-outlook-on-oxford-biomedica-oxb-200.htm But where this figure has come from depends on everything that OXB is now involved in, will come good soon, but as we all know, nothing is true until we can see it ,and we all know that most analysts’ reports like this one are normally way out, as they are old, and out of date by the time they are printed ,but let’s hope in this case they are right ,and that OXB holds its price until everything has come true .just think of the value what the value will be when that happens .BE HAPPYDAVE
techno foxx
31 May 2018
what do the markets know anyway? boommmm [link]
JJEEBBSS
31 May 2018
Re: Price Drop As predicted by many, the price is tanking. Now down to 13p in old money. Glad I got out at over 14p!As ever, the science is solid, business acumen better, but still shaky. Consolidation hasn't stopped this from being a traders share and agree with previous comment about this now being shorted down.It has got fundamental value which will stop collapse at some point. But I wont be back in above £5 or 10p, as was. AR, what you think?GLA
Kestrel205
31 May 2018
Re: Price Drop Less volatility they say...so a swing from high to low of 66p today and a drop of 54p in the last hour of trading??? Really and now 10% down on price since consolidation...you just got to love it.
aegian
31 May 2018
Re: Price Drop Thanks Handoverfist. It's good to be talking to you again.My daughter, who also has shares, commented that now the AGM is not so interesting because in the old days we were given interesting scientific information about the possible products in the pipeline, which as you say was exciting. Now it is mainly about lentivector but at least OXB is doing well in that area, even if it is a cut-throat business and OXB could easily fall behind if they stop taking care of purity and if they don't innovate, which is helped even by their mistakes which teach them how to improve.I think I heard JD saying that the consolidation cost £5mill. If that is so, why would the company spend so much on something that is not beneficial? Another plus might be trading on Nasdaq. The Chinese gentleman urged JD to list on the Hong Kong market because OXB is exactly the sort of company Chinese want to invest in. A man in his early thirties stood up to congratulate the Board on how OXB is going. He said that gene therapy is vital for the NHS. He then said he was a GP and made a joke which made people laugh. I didn't hear it.I do understand your feeling that we are not yet out of the woods. I spoke to Dr. Lorenzo Tallarigo and to Peter Nolan, who both said that we have been through some tricky years. Both were previously unsure if OXB would survive but they felt we are finally in a situation of increasing royalties and even the eventual possibility of paying off our debts. If any of the pipeline products succeed then it will be a new business possibility for OXB, equivalent to Trovax succeeding in 2008. Peter Nolan said that those who bought OXB at 2p are now sitting on a substantial profit. An American lady told me that she did not mind if OXB is taken over because she would make money. I told her that I once had shares in Oxford Assymetry which were taken over by a German Pharmaceutical company. She asked, "Didn't you make money?" I relied that I had made money in the short term but that I want OXB to be the new Gilead Sciences or Amgen Inc. Why not hope big?
