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Back to where we were before the announcement. That burst of optimism didn't last long.
Bought more as well to reduce my average to £6.44. Very much doubt I will see that again. Should have sold when Shatter did or better still at £15!
When will I learn?
Pretty steep for a company that looks like it is in recovery mode! Maybe profit taking after the recent jump? I am still a buyer.
It's a bit of a shame OXB sold off their best asset, the site they owned. Novo acquired Catalent in the US for a big premium largely for their manufacturing capacity.
Looks like the market is struggling to find those willing to sell.
Yep, but going in the right direction. I only bought in this last week. Hopefully, there will be a steady rise but it is a long-term hold, which should reap decent returns by end of 2025.
This looks like good news though there is still a long way to go but b/e next year hopefully means an increasing sp instead of the perpetual drops we have been getting..
Still holding.
I might correct you there. Cutting edge science is what drives biotechnological and medical R&D forward. OXB used to be in the perfect spot where their manufacturing could have financed their internal product development. Imagine if they had invested the vaccine money into the next CAR-T therapy without having the need to knock on the door of VCs. Now it is a stagnating business, they can only make money if other companies investing in cutting edge science bring them something to make. They are also competing with much bigger and more established lentiviral product manufactures, that can probably do it faster, cheaper and better.
Money and Science, I was just making this point with my friend over the phone, OXB under Dawson before 2020, had a drug discovery group that was outlicensing clinical stage vectors for millions, a cell line and vilral vector development group, process innovation team and a profitable manufacturing CDMO. You wouldn't imagine that version of OXB with Dawson would be where it is today if we skipped the Astra Zeneca vaccine saga because they were already headed places.
Cutting edge research is all well and good but doesn’t pay the bills. The vaccine was a one off ( hopefully) but it may take years and some thought to make this company profitable !
Does not seem the case. However, it makes me wonder why they have gone through such a big restructuring to then perform significantly worse than the previous management. The previous team had a successful delivery of the vaccine, was bringing in clients and supporting world-class R&D. Now that they are a pure-play CDMO, they only seem to be able to sink the share price.
Is there a large deal coming?
You can also generate CAR-T cells in the body without the need of transfusion. OXB seemed to have the technology to do both but decided to become a pure play CDMO. They can no longer innovate, they only do what clients require. They chose pure revenue instead of investing on cutting edge research, and in my opinion that is what the share price reflects.
If only cutting edge science could solve all the problems you have listed as road blocks to the technology in my last posts?
wait they have?
all they need now is a proven safe delivery system?
https://www.msn.com/en-gb/health/other/crispr-revolutionized-new-method-edits-genes-directly-in-the-body/ar-BB1hBSkE?ocid=msedgdhp&pc=LCTS&cvid=732fe16a34cf49f5a87b80a96561b8b0&ei=30
Have you actually given any consideration to the number of people who would need to be treated? In all likelihood you'd be long dead before your turn in the queue came around! Current CAR-T treatments are not only expensive but also use a lot of hospital resources; patients currently have a risk/recovery period of 2-3 months and it's not uncommon for them to have to be admitted to hospital throughout because the treatment can impair their immune systems (it may cure their cancer but in the "change over" period they can be susceptible to other diseases).
I'm not saying that the research is without merit but, unless they can come up with a pill or an injection, the pure logistics, let alone the economics, of the existing procedures make a mass roll-out unfeasible. Furthermore, OXB is about the delivery system rather than the treatment itself (if you like, OXB provides the inhaler not the drug) and unless the drug makers can come up with a means to swap out the T-cells without the need for a "transfusion" (the reason that they have to remove the old T-cells before replacing them with the new T-cells is because they can't "co-habit") and the consequential hospital stay then the type of delivery system becomes a fairly mute point.
The existing treatment just can't handle millions of patients each year, let alone tens of millions, hundreds of millions or even billions; it's not (necessarily) the cost of the treatment that is the ultimate stumbling block but the time (2-3 months per patient) and resources needed (individually tailoring the treatment for each patient, hospitals, beds etc.).
Finally, and it shouldn't be ignored, no drug company is going to pursue this because if it achieved all of its aims it might ultimately put them out of business! You only have to look at the treatment for stomach ulcers to see that this is true; for decades drug companies refused to accept evidence that stomach ulcers were caused by bacteria in the gut and that some, if not all, of them could (potentially) be cured by a simple, one-off dose of antibiotics because they were making £billions from ulcer drugs (such as Zantac) that tackled the symptoms rather than the cause.
If this new treatment pans out from mice to humans, it will quickly become a game changer regaudless of the cost of each treatment, the first treated will be the very rich like gates and musk, buffet and if Trump and Biden are still around when human trials are over, my point is the super rich will be first to bring this to market before the big US health insurance companies follow to reduce their ongoing costs of age related costs which are in the trillions of dollars, and then others would follow, but make no mistake should this pan out the savings alone to our own NHS and social care system would be staggering when you remove the age related costs?
RE:/CAR-T treatments are individually tailored and, as I understand, involve removing an individual's existing T-cells and replacing them with altered T-cells
I'm not so sure. CAR-T treatments are individually tailored and, as I understand, involve removing an individual's existing T-cells and replacing them with altered T-cells (essentially using a process similar to a blood transfusion). It's never going to be feasible to do this on a large scale.
PRTC holding up well today also...
I had a look at the PRTC, chart and comments about fundamentals, are impressive, notice there was a highest volume day for 10 months, and RSI(relative strength index) is very oversold. Unless overhead supply, from previous trading at 200, slows rally, PRTC, could easily get to 222, notwithstanding the fundamental value, which is a lot higher.
I agree on the Sector breaking out, helped no doubt by the potential cut to interest rates. PRTC has done well also this week ( some news helped though)
Sector chart breaking out, upwards, and similar breaking out phase with OXB. Sector was the leading sector, today on a fall in the market index, so a show of strength by the sector. The largest percent risers , mostly have large equity spreads of 7-11, so that brought me to OXB, which I would consider a buy.
After deliberating far too long, I bought in this morning. Hope not the kiss of death ….
The odds of this must be increasing with SP at these levels……personally would welcome it assuming a decent premium
It was the most positive we have seen for quite some time. Hopefully the start of the recovery.
Do I buy more and reduce my substantial average or just wait?
Good luck to all lth - we deserve something!