OK so you thought the title of the other thread was out of date BUT unfortunately there is no way to edit thread titles.

So here is a new title

This one has got the charts at the top again & has a link to the old one.
http://www.moneyam.com/InvestorsRoom/posts.php?tid=5021

Still here 1704 and watching with interest. The news is what I anticipated and is great news, as I have said before - Trovax alone could be worth many times the current sp and I believe the institutions are gradually warming to OXB as those crucial Phase III trials approach and lucrative licensing deals and partnership tie ups are announced. I should think the sp will go up a couple more pence tomorrow after the press articles and it only takes one tip to seriously move this co's sp. OXB has always been volatile and like apple, I have traded this co for yrs keeping a core holding aswell. The current price is a strong buy in my opinion, 35p achievable in next couple of mths. let's hope a takeover bid does not come in.

pachandl, thanks for that. The trouble is a lot of people who got in just on the recent bid rumours hoping for a quick profit are now finding they can leave, reasonably profitably.

They were never there to invest in a breakthrough cancer treatment. Like you I'm no scientist, so from my layperson's perspective shrinking tumours seems amazing - and also a nice headline.

ethel - always interested to hear your thoughtful views. At what point in the process do you think a large pharma would be interested. Are you implying not till after phase III?

Good to see all of your comments again on this BB.
As a new investor in this stock apart from carrying
out my own research I've learned quite a bit just
by reading comments on this BB.

Pleased to see the results were good today and I fully
agree with the view made by Robstuff today. However,
I still feel that the sp could reach 35p by the middle
of this month.

The next couple of weeks should be interesting.

All the Best.

Madison - if a large pharma gets involved it will be to fund Phase 111 trials with milestone payments being agreed for each successful stage completion, along with a subsequent royalty rate when any product gets to market. Personally I think the sp would be helped considerably if it was known that Trovax funding for Ph111 was a "done deal" as there has always been those who argue that OXB would need another cash-call before Trovax could get to market.

LONDON (AFX) - Oxford Biomedica PLC said it has had encouraging results from three Phase II trials of Trovax in patients with colorectal cancer.

It said that in all three trials, TroVax has an excellent safety profile to date. No serious adverse events were attributed to the product.

Chief executive Alan Kingsman said that, based on current data, the group is optimistic that TroVax will have a role to play in the treatment of cancer and the group looks forward to testing this in pivotal clinical studies.

In addition to the three ongoing Phase II trials in colorectal cancer, Oxford BioMedica said it is expanding the opportunity for TroVax to other tumour types. The company believes that metastatic renal cell carcinoma (RCC) offers an attractive commercial opportunity for the development of TroVax.

A Phase II trial in RCC with TroVax alongside high dose interleukin-2 is underway in the United States. Preliminary immunology data are expected around mid-2005.

In breast cancer, the Southwest Oncology Group, which is a US clinical trials consortium, is expected to start a Phase II trial in late stage patients, in 2005.

newsdesk@afxnews.com

No change on the day at present......what the hell does this company have to do to get its sp into the blue? I can see it now, "OXFORD BIOMEDICA FINDS CURE FOR ALL CANCERS", and the sp slips a penny.....

I saw some of the selling so I sold some of mine at just over 23p.

I think we have reached a temporary peak & will drift down for a while until the next good news.

But I'm still in with my core holding just in case my timing is wrong this time.

thanks for the compliment,Madison!Pachandl said it all.

I thought this was a very good post from ADV:



DoobyDave - 2 Mar'05

Just a few observations. Obviously this looks like very good news, which being an OXB holder for over a year I would hate to downplay, but some context would I think be useful.

Colorectal cancer is one of the cancers with fewest treatment options after surgery. Radiotherapy is very rarely used. 5FU is I think still the main chemotherapeutic agent.

For colon cancer, the five year survival rates by stage quoted by the Royal College of Surgeons are

Dukes' A - 85%
Dukes' B - 67%
Dukes' C - 37% (combines C1 and C2 stages)
Dukes' D - no figure quoted but approxiates to zero.

Survival rates are a bit less for rectal cancer.

The Trovax trial was for 'metastatic' colon cancer, which means the tumour had spread. No spread has occurred at stages A and B. At stage C, the tumour has spread from the bowel to lymph nodes, usually nearby. At stage D, it has spread to liver (rarely another distant organ).

Hence, the Trovax-treated patients were at least at stage C, maybe D. We are not told, which is aggravating, but best to assume C. (If however the results pertain to stage D, they are truly spectacular.)

It is also way too early to be assessing even 1 year survival. This batch of trials were not designed to test it. Until those figures start appearing, it will be impossible to make a truly commercial judgement. Even Dukes C tumours can totally disappear with chemotherapy. 3 of 19 complete disappearances in conjunction with chemo (15-16%) looks rather good but it is vital to recognise that this may not translate to 'cure', which is what I think a few earlier contributors are assumming. The tumours could recur - it is too early to say.

As far as I know (but I may be wrong), we also have no idea whether tumour response accelerates with further doses of Trovax; i.e. optimal dosage is not established and there may be room for further benefit. Today's trials used between 4 and 6 doses.

It is also extremely encourgaing that the treatment is benign as regards side-effects. That is a big win.

Hope that helps.
DD

Not very surprised at all the selling of the stock today
after the spike upwards this morning. Quite a few investors
may have bought into the stock at sub-20p levels a few
days ago and would have sold for a small profit and who
can blame them.

The Trovax results have been good and I am looking foward
to recieving the preliminary results. Now that the Troxax
results have been announced there should be quite a few
new positive articles in the financial press for the
next couple of weeks which should lead to the sp
continuing to move upwards.

Am I worried about the dip in the sp? You've gotta be
joking mate. I'm more worried about how Man Utd will be
able to turnaround the 1-0 deficit against AC Milan next
Wednesday.

theres alot of blue on the trades so it beats me that the sp is in the red.

Its a funny old game............

I'm not expecting the dip in the sp to last
longer than a day. Hopefully there should be
some positive comments in the newspapers
tommorrow and we are expecting the preliminary
results soon which should keep OXB in the
headlines for a few weeks.

I noticed before the recent rises that 'buys'
were outnumbering 'sells' and the sp was
still falling. It certainly is a funny old game.

Usually I like to see the colour red but not
when OXB is concerned.

A few large buys at end of day above the offer, and a mainly blue afternoon. Ought to be back up in the morning. But then what do I know!

The last trade today was a 'buy' of 500,000.
I look foward to seeing some more similar
size 'buys' over the next few days.

Panicking over the drop in the sp today?
Me nah! and nor is that investor by the
looks of things.

All the Best.

Apologies for this but I thought that I would post an update from DD on ADV as he had the gumption to actually find out a bit more:

DoobyDave - 2 Mar'05 - 14:19 - 4208 of 4280


With regard to my earlier post 4138 concerning the disease staging of the Trovax colorectal trial patients, I rang up the company a few minutes ago to clarify matters.

By way of reminder, five year survival rates by stage quoted by the Royal College of Surgeons are

Dukes' A - 85%
Dukes' B - 67%
Dukes' C - 37% (combines C1 and C2 stages)
Dukes' D (sometimes referred to as stage 4) - no figure quoted but approximates to zero over 5 years.

It turns out that the trial patients all had Duke's D (Stage 4) disease, with liver or other solid organ metastases (secondaries). The outlook for this group of patients is normally assured death within a year, often within a few weeks (there is huge variability).

Hence, these results ARE truly excellent, despite it being too early to be banking on long term survival.

Please note there is now a detailed presentation on the Oxford Biomedica website, Please especially note slide 10, which compares the chemotherapy agent alone to chemo plus Trovax. Combination with either agent increases clinical response rate by 50%. It also beats all other immunotherapy trials to date.

The other slide of major interest is slide 15, on anticipated newsflow.

The company confirms that there remains a possibility that further Trovax doses may further enhance survival, but this is purely speculative.
DD

[deleted - my mistake]

20.75p Down another 4.6%

If it goes under 20p then I'll increase my stake again.

Oxford Biomedica PLC
04 March 2005


FOR IMMEDIATE RELEASE 4 MARCH 2005

OXFORD BIOMEDICA ANNOUNCES BOARD APPOINTMENT



Oxford, UK - 4 March 2005: Oxford BioMedica (LSE:OXB.L), the leading gene
therapy company, today announces that Nick Woolf has been promoted to the Board
as an executive director. He will maintain his title of Senior Vice President
for Corporate Strategy. His primary responsibilities include corporate finance,
M&A evaluation and corporate communications as well as an important role,
jointly with Peter Nolan, in business development and deal negotiation.



Prior to joining Oxford BioMedica in 2002, Nick spent eight years as a top-rated
biotechnology and pharmaceutical analyst. Nick has been involved in all aspects
of company financing, ranging from IPOs to major corporate deals. He served as
Director and Head of European Biotechnology Research at ABN AMRO, and was
previously with Robertson Stephens International, Nomura and SBC Warburg. Nick
holds an MA from Oxford University in Chemistry.



Commenting on the Board appointment, Professor Alan Kingsman, Chief Executive of
Oxford BioMedica, said: 'Nick has contributed at a very high level to all
corporate activities and has been instrumental in raising the Company's profile
in the industry and the investment community. We are delighted to welcome him to
the Board.'



-Ends-

L2 anyone? TIA.

Bought a few more again this morning.

A moderate amount this time because there may be a slightly better opportunity soon.