Oxford Pharm Gp Share Discussion Threads

[master rsi] 26/10/2016 00:07

Bought some, as the volume and bouncing from bottom looks interesting

my take was.......
Large volume 40.4M at LSE and 3.3M at ISDX, share price bounce today after a fall from 7.75p this year and 13.50p last year. Cash rich £22M worth 1.82p, so 80% is in cash and the rest of the company has almost no value.

[alexios1201] 25/10/2016 16:30

Action starting here

[tidy 2] 25/10/2016 13:49

Very true. Good luck here guys

[nick rubens] 25/10/2016 13:34

The company has a very strong cash backed balance sheet raised at around 10p I think?

Don't let any rampers put you off buying here at the bottom.

They are buying into a bargain stock which is held by Woodford Inv and Mr R Griffiths ( two huge shareholders).

Short term it might get sold off by Traders but they can't take the balance sheet cash away and any good news will bring serious long termers back in IMO.

£22 million in net cash at Interims versus mkt cap of around £24m at moment.

Think about Woodford and years ahead if investing here etc and not doc hlidays IMO.

[bigdazzler] 25/10/2016 13:08

I was more replying to your comment not the fact that the poster has a good record or bad record.

Personally I can't stand market manipulation by anyone.

You certainly won't see me linked to any of that type wish the fca had some balls.

[tidy 2] 25/10/2016 12:37

Look at docs track record. Two of his picks went bust last week.

[bigdazzler] 25/10/2016 11:29

So it may get a big rise for a few days then???

[tidy 2] 25/10/2016 11:24

This is being pumped to death by Doc H and co.

[timbo003] 13/9/2016 18:40

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.

[fillipe] 08/9/2016 20:22

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.

f

[supernumerary] 07/9/2016 19:48

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...

[fillipe] 07/9/2016 19:35

Not this week....

f

[supernumerary] 07/9/2016 16:38

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?

[fillipe] 07/9/2016 15:52

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.

gla

f

[fillipe] 07/9/2016 11:20

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.

f

[timbo003] 07/9/2016 07:37

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.

[big bear billy] 11/8/2016 10:40

way too overvalued.

I would mcap of £5m is more appropriate, not £37m.

[kingcashbilly] 21/7/2016 12:18

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."

[kingcashbilly] 20/7/2016 12:01

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

[eezymunny] 20/7/2016 09:35

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!)

[eezymunny] 20/7/2016 09:30

Not many people on these boards with any useful input Timbo but you're a clear exception.

[timbo003] 20/7/2016 09:20

Eezymunny

25 yrs Big pharma r&d, mainly OTC

[eezymunny] 20/7/2016 08:14

Well done Timbo. Lots of useful commentary. What's your background?

[timbo003] 20/7/2016 07:19

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.

[timbo003] 26/5/2016 16:20

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.