Oxford Pharm Gp Share Discussion Threads

[burbelly] 28/3/2014 08:56

Ive skimmed a little off, get some nice wine for the weekend

[barnetpeter] 28/3/2014 08:14

Steady and solid buying here....target is what I wonder?

[burbelly] 26/3/2014 16:29

all time high

[bad robot] 26/3/2014 16:17

Is that breakout?

[burbelly] 26/3/2014 09:40

Ill wear it with pride if you are right, may even wear it down to the Bank

[timbo003] 26/3/2014 09:19

They are doing well Burbelly, you have nerves of steel. The chairman seems to share your optimism.

I must say, I would normally consider announcements like the remarkable share options package for the CEO and the Chairman doing a decent top up when he already holds loads, as decent buy signals, but in my mind, they are far out weighed by the flawed rational behind OXO001, OXP003 and OXO004.

BTW, I looked up the origin of humble pie the other day, wondering where I would be able to buy one for you Burbelly


It seems it's "deer innards" pie. It might be a bit tricky sourcing one of those, but still plenty of time left to find one, as results for the OXP001 clinical study are due sometime in Q3, according to the web site.


Hits since October 24th 2013

[burbelly] 26/3/2014 08:09

Hope that pie is in the freezer as it maybe a while before it gets served up

[burbelly] 19/3/2014 09:24

Possible, maybe the fund guy took em? Quite a premium on the first placing which was at 3p if memory serves me right. An runs soon then


Should be on the up soon then

[gnnmartin] 19/3/2014 06:58

It must be Invesco selling. Nobody else has as much as 25% of the equity.

[burbelly] 17/3/2014 14:27

That was a fair old size of the company that went through:

247,526,367

[timbo003] 17/3/2014 07:41

Here's the linkedin page for the successful candidate (it's not me, I haven't changed my name by deed poll, or had a gender reassignment)

I didn't even get a call Burbelly, Needless to say, I'm disappointed.







Hits since October 24th 2013

[burbelly] 12/3/2014 08:10

Have they called you yet?



I am delighted that we have agreed this remuneration package with the reshaped Board. Marcelo Bravo (CEO) is opting for a remuneration package at risk based on share price appreciation and has agreed to a below average salary for an AIM Company CEO without the provision for cash bonuses. This highlights Marcelo's belief in the Company and its future potential."

[timbo003] 12/3/2014 07:29

The options package announced today for Marcello Bravo and James White are quite commendable (well done chairman David Norwood for insisting on this).

The number of options granted to Marcello is eye popping (6.25% of the the issued share equity), but the targets really are extremely challenging and as implied in the RNS, the executive directors are on fairly modest basic remuneration packages (from memory, Marcello's basic was £100K last year plus a £50K bonus).

I don't think Marcello will be exercising any of his new options however, so shareholders can rest easy regarding any potential dilution. Ideally performance targets should be both challenging and achievable. They are certainly challenging, but IMO they are not realistic, even though the directors presumably think they are.


Hits since October 24th 2013

[supernumerary] 10/3/2014 10:06

Well it's him and the pie or you and the hat - fun for spectators...

[timbo003] 10/3/2014 09:40

RNS this morning states the OXP001 trial has started, which is a bit behind the projected start date on the clinical trials register (see below)

Estimated Enrollment: 44
Study Start Date: February 2014
Estimated Study Completion Date: April 2014
Estimated Primary Completion Date: March 2014 (Final data collection date for primary outcome measure)

So, the estimated completion date (data lock) will now presumably be in late April early May, with first interpretable results a few days later, although shareholders are not likely to hear about the results until a few weeks after that.

Get ready for that pie Burbelly.



Hits since October 24th 2013

[burbelly] 05/3/2014 16:40

no like me she is probably bored of being right

[timbo003] 05/3/2014 14:34

In the interest of balance, here's the rose tinted spectacles view, from the proactiveinvestors web site:


THE BIG PICTURE - Oxford Pharmascience at inflection point as it moves towards commercialising pipeline

By Giles Gwinnett




I see that the house broker ( N+1 Singers) still puts a value of 11.4p on the shares. I'll take it that Sheena at Singers, doesn't read this thread then.




Hits since October 24th 2013

[timbo003] 05/3/2014 09:58

The full annual report is now available on the OXP web site for those of you with a eye for detail:



I was hoping that it would give an update on the major shareholders, but I cannot see it in there.



Hits since October 24th 2013

[timbo003] 05/3/2014 07:57

Final results (to Dec 31st) released this morning


I'm now eagerly waiting for the phone call from the headhunter responsible for recruitment.



The Group is also appointing a new non-executive Board Director with a significant track record in business development in the pharmaceutical industry and a Director of Research & Development to manage all the Group's development activities. The Board believes that the new structure and appointments will best enable the Group to achieve the development and growth which I believe will deliver significant shareholder value going forward.



Hits since October 24th 2013

[timbo003] 03/3/2014 23:23

Pfizer going for an RX to OTC switch for Lipitor (atorvastatin), I assume this will be for a very low dose, I will try to track down the CT protocol and review later this week. Also worth noting the market size estimates mentioned in the article.





Hits since October 24th

[timbo003] 12/2/2014 07:12

Probably an up day today Burbelly, so a good trading opportunity for you perhaps.



I wonder if OXP will feel it necessary to issue a puffed up press release, or RNS, welcoming these draft guidelines.


Hits since October 24th

[burbelly] 11/2/2014 20:03

Next leg up about to start?

[timbo003] 10/2/2014 00:58

>>>>Praipus, you are welcome, worth keeping an eye on that lot then!
Just to note, the OXP R&D director, Marcello Bravo, was previously CEO of Oxford Advance Surfaces (not a particularly pretty chart)


>>>>nigel

At this stage we don't know the nature of OXP001, as they haven't told us, although we have been told it's salt form of ibuprofen, we don't know what sort of salt, my guess is that it is either a calcium or an aluminium salt, possibly in combination with a non-sugar polysaccharide.

I'm guessing there will be more information forthcoming, when we get to see this patent application (GB1217911.5) which is due to publish beginning of April this year.


Irrespective of what kind of salt, nearly all the evidence strongly suggests that the GI problems associated with ibuprofen and other NSAIDs are mainly due to system effects (prostaglandin synthesis inhibition), rather than local effects, so whatever formulation trick you do with the NSAID, it will not negate the GI side effects.

As I think I pointed out previously, Volterol tablets (which are enteric coated diclofenac tablets) have the same warning labels as non enteric coated diclofenac dosage forms.

Volterol is a $1Bn brand and I am quite certain, if Novartis thought they could get an improved GI label for it, they would. They do run GI tolerance studies on their products for claims support from time to time, for example this one on their diclofenac soft gel, which seems to come off a bit better than a corresponding ibuprofen soft gel with respect to GI side effects


However, we have never seen any studies where they have put Volterol (enteric coated) vs non-enteric coated diclofenac. Perhaps studies were conducted in the past, they didn't like what they saw, so they never saw the light of day (Companies could get away with non-disclosure of poor results 20 - 30 years ago when Volterol was at its peak, not now though).

Regarding any "company speak" about buffering capacity of the OXP001 formulation. It is also worth remembering that NSAIDs should be taken with food, the buffering capacity of a meal is huge compared to the buffering capacity of a 400mg ibuprofen tablet, irrespective of how much buffering excipient you put in to the tablet. The maximum weight for a tablet is around 1200mg (beyond that patients have difficultly swallowing), so you might squeeze in about 600mg of buffering excipient, this would be like a drop in the ocean compared to a 500g meal. Therefore the ibuprofen will be in essentially in the same form (and state of ionisation) when taken with a meal, irrespective of how it is administered, whether that is by conventional tablet, suspension, soft gel, lysinate salt, sodium salt or OXP001, therefore the GI side effect profile can be expected to be similar for all oral dosage forms listed above.




Hits since October 24th 2013

[praipus] 09/2/2014 21:35

Great work Timbo003, fascinating thank you.


Antisoma Plc = Now called Sarossa SRC



Quoram Plc QRM



Ceres Power Plc CWR



East Balkan Properties Plc EBP



GVC Holdings Plc GVC



Nanoco Group Plc NANO



Novum Securities Limited ?

Oxford Advanced Surfaces Plc OXA



Oxford Pharmascience Group Plc OXP



Plant_Health_Care_Plc PHC



Silence Therapeutics Plc SLN



Tissue Regenix Group Plc TRX



ILIKA IKA