|Oxford Pharm Gp
||EPS - Basic
||Market Cap (m)
|Pharmaceuticals & Biotechnology
Oxford Pharm Gp Share Discussion Threads
Showing 676 to 699 of 700 messages
|There's a new interview on BBR media with Marcelo Bravo following the interims last week
It sounds like there will be a bit of news flow in the next few months, but I wouldn't get too excited.|
|Trouble is, if there is action, one needs to be in to win, preferable before the start of whatever. These days of large Twitterised punter groups often leave little time to benefit from surprise events, as I have often felt.....and benefited from chancing my arm, even tho' sometimes much too soon.
|Let us know how you get on ;¬)
Meanwhile, I can't say it looks very attractive to me. What do they have? A taste-masking technology and cash. The best outcome is probably to reverse something interesting into it, and sell the IP to a pharma that can use it. But that doesn't make it investable as it stands...|
|Not this week....
|The only large investors apart from the directors are Woodford and Griffiths, who own about 47% between them. You didn't lunch with either of them did you?|
|A good lunch and change of strategy!
I still see nothing attractive here, except the cash pile - plus there must be some large investors who who are feeling more than a little of the cold dampness of the malcontent.
A new broom and change of direction may be called for at OXP, in which case "better in than out" - hence I've taken a good number at a touch under the 3p, seemingly in common with other trades.
Others will have their own reasons, but mine is a straight punt on changes being rung here and a resumption of at least the prospect of better things to come.
On the other hand, no changes may well mean an end to my good lunches.
|Looking back and seeing I sold @ 10.78p in July 2015.... now seeing nothing attractive to reinvest in at OXP, at less than 1/3rd of that (relatively) recent sale price.
|Interims out today
Cash left at the end of June: £22m
Market Cap: £37m
Potential value of the so called "portfolio": very little
The only thing they have which is of any value whatsoever is taste masking technology, the safer NSAID stuff is worth sweet fanny adams and the Safe stat is just a pipe dream.
They should return the bulk of the cash back to shareholders and concentrate on the only thing of any value, i.e. taste masking.
However, this isn't going to happen and go doubt there will be the usual band of hopelessly optimistic investors on LSE piling in as these speculative studies get underway later this year:
Alongside these discussions, the Company has been advancing the technology, scaling-up and optimising the manufacturing process and strengthening its intellectual property (IP) portfolio. In the past six months, the Company has made significant progress in the laboratory, exploring and defining modifications of the OXPzero™ platform to affect release properties and enable bioequivalence/fast release of different formulations against different reference products. The Company has gained further understanding of the adaptable release properties of the technology and produced positive in vitro results that management believes bode well for in vivo performance. The Company will be conducting small scale exploratory pharmacokinetic (PK) clinical trials over several months starting later this year to validate the in vivo performance of these formulation improvements. Importantly, this is expected to generate new IP that will further strengthen the platform and provide longer patent life to the products once in market.|
|way too overvalued.
I would mcap of £5m is more appropriate, not £37m.|
big bear billy
|Beaufort also covered OXP this morning in their morning note:
"The announcement was rather shocking. The result reminded us that big pharma, especially those providing OTC medicines, are extremely difficult to please. The feedback from the targeted OTC companies requesting Oxford Pharmascience to further develop its assets for more clarity on regulatory product approval pathways, suggests the platform licence deal is now extended to its longer-term vision. Resignation from its NED, Anand Sharma, ex- Reckitt Benckiser, who only been appointed back at end-February 2016, further undermines confidence. Commercialisation for OXPzero taste masking technology will now clearly take longer. Beaufort regarded reduced GI side effects as most significant benefit of the OXPzero technology and in the absence of any near-term excitement, we downgrade the shares from Speculative Buy to Hold. More positively, the Company remain cash rich as at 30 June 2016 with c.£22.1m (before Research and Development tax credit of £0.74m) in the bank, which enable management to seek further development potential."
|Oxford Pharmascience’s OXPzero™ technology continues to receive positive feedback although initial commercialisation discussions with several global OTC companies have indicated that they would prefer to see OXPzero™ Ibuprofen and OXPzero™ Naproxen further developed with greater clarity on the regulatory pathway before committing to a partnership agreement. As such, a near-term commercialisation deal is less likely but we note that Oxford Pharmascience is sufficiently funded to complete the next stage of development and continue to believe the group is capable of securing a licensing deal in the future.
Singers note out this morning
|Ever looked at LSIC Timbo? Not pharma obv, but medical field. Currently "up for sale". Every time I look at it I come up with a different number for a possible sale price (if it sells at all!)|
|Not many people on these boards with any useful input Timbo but you're a clear exception.|
25 yrs Big pharma r&d, mainly OTC|
|Well done Timbo. Lots of useful commentary. What's your background?|
|As predicted (for the last three years)
The OXP safe NSAID so called Technology is of no commercial interest to large pharma
These will probably end up trading at less than cash in the bank within the next week or so, which is probably around 1.6p/ share or thereabouts.|
|Both GSK alumni then! I was based at Weybridge, I started off in formulation but became a bit of a Jack of all trades over the years.|
|Giving aspirin and esomeprazole is expensive omeprazole is cheaper.I was at greenford in the 70s. Formulating|
Yes agreed, it's possible to reduce (but not eliminate) GI problems with NSAIDs using various methods, for example: enteric coats, co-administration with proton pump inhibitors, co-administration with H2 antagonists and co administration with antacids.
The OXP formulations are just a complicated and expensive way of administering NSAIDs with antacids, specifically aluminium /magnesium hydroxide
I'm sure you know AL/MgOH is the active ingredient in Maalox and some of the Milk of Magnesia formulations, so I would expect the OXP formulations to behave the same way (from a safety and efficacy perspective) as co administering Maalox with a standard NSAID formulation.
On the other topic you mention: I did 25 years in Pharma R&D on the consumer side (Sanofi, Novartis and GSK). My last employer decided to move my job to the US. I opted not to go with it and instead I ran off with the treasure that was on offer. I still do occasional bits of ad hoc consultancy for my ex-employers and others.|
|Re comments that gastric problems are due to local spots of higher concentration that is not always the case.the use of enteric coated aspirin has been reduced as stomach problems still occur with them and the nhs
has stopped GPS prescribing them. If one uses indocid suppositories one can get gastric problems and they are not swallowed.
timbo what is your background your analysis of pharmaceutical companies is spot usually.|
|Market cap now circa £85M, risk adjusted portfolio worth next to nothing, the only product concept with any vaguely significant value is their taste paediatric taste masked liquid ibuprofen, the rest are pie in the sky.
Compared to most other small pharmas quoted on AIM (for example Verona pharma MkCap £35m, Synairgen MkCap £30m), this one looks massively overvalued|
|Oxford Pharmascience will be presenting at the SHARES Investor Evening (London)on Wednesday 25th May 2016.
I think I'll go along to that one.|
|The slides and video from the Master Investor show are now available: