Oxford Biomedica Share Discussion Threads

[money multipier] 27/11/2022 18:58

Cheers Antreg, link to Mail article:
hTTps://www.thisismoney.co.uk/money/investing/article-11471939/MIDAS-SHARE-TIPS-life-sciences-start-wealth-booster.html

[antreg] 27/11/2022 12:55

A mention in the Sunday Mail.

[catch007] 26/11/2022 00:24

Maybe the market view is changing. Positive CEO appointment and we are seeing underlying strength & support in share price long may it continue.

[harry s truman] 25/11/2022 15:30

Before the Yarnton factory is approved on 13 January 2016 we have just 1 production suite in Harrow House. That's basically it and when it was working for Novartis on CAR-T vector production it couldn't do anything else.

The closing share price on 27th November 2015? 313p

As of today there are 7 approved production suites in Oxford with 3 more to be completed at OxBox - plus the approved production facilities for AAV in Boston.

So much more than 7x the production capacity today (some of the existing suites and all of the new ones planned can take more than one bioreactor at once) and I'm not including in this the 3 off 500 litre bioreactors in Boston.

The closing price today, 7 years later with an absolute minimum of 7x the production capacity and a long list of customers besides Novartis? Probably mid 370p per share.

Appreciate there has been some dilution since, and that an awful lot of people (especially those who read the Times) still see OXB as a coronavirus vaccine one trick pony play and currently in a redundancy situation, but there's something very wrong there with the current market view.

[gareth jones] 25/11/2022 14:47

Christmas Day?

[marcusl2] 25/11/2022 10:43

If you are bored, what date for 3% every day Gareth ;-)

1st Oct 21 £15.22
1st Oct 22 £3.23
1st Oct 23 ?

[dominiccummings] 25/11/2022 08:59

Err.... did you factor the drops in?

[gareth jones] 25/11/2022 08:55

On a quiet morning waiting for the football to start, I’ve got my slate and chalk out. Using my Grade C “O” Level Maths, I believe if OXB rise by 2% every trading day, then our year high of 1390p will be hit on 13th March. Nice start to Spring? I can show my workings if anyone has the slightest interest. Passed a few moments.

[marcusl2] 24/11/2022 20:15

Ebola vaccine
'The Serum Institute of India used the University's adenovirus manufacturing techniques to make over a billion doses of Oxford's adenovirus-based COVID-19 vaccine. One of the key advantages of this vaccine is that it should be possible to produce it at very large scale, if needed, using the same tried-and-tested methods.'

HTTPS://www.ox.ac.uk/news/2022-11-17-oxford-s-ebola-vaccine-recommended-deployment-against-uganda-outbreak

[marcusl2] 24/11/2022 10:01

OXB (and Scancell SC2811) should work with Carl June.

Of 7 pts who are evaluable for response (DLBCL 3, THRBCL 1, MCL 2, FL 1), the ORR at M3 is 100% (CR 57%, PR 43%). Of the 3 pts with PR at M3, 1 pt was re-treated with huCART19-IL18 at M4 (achieved CR at M3 after re-treatment and remains in CR),

HTTPS://ash.confex.com/ash/2022/webprogram/Paper162393.html

[philh75] 24/11/2022 09:27

I know right?, nothing to see here, move along…

[tuco 1] 24/11/2022 09:19

Sssssshhhhhh. !

No one say a word .


Tuco.

[marcusl2] 23/11/2022 10:41

A $3.5 million price placed on newly FDA-approved hemophilia B gene therapy by CSL

[pharmaboy3] 23/11/2022 10:03

Hi Phil,From personal experience, working for a private, family business ,at some point you also realise the career limitations. I'm not sure of his exposure to the Investment Industry but we have an excellent Chairman that can handle those dogs !

[philh75] 22/11/2022 23:09

An insight into the vision and thinking of our new CEO. He built a 10 year strategy for Rentschler based on a vision of the future of the industry from multiple insights. He’s obviously moved to us as he saw the future in gene and cell therapy over mAbs. Quite a visionary guy. Should be a profitable appointment for us in the medium/long term.

hTTps://www.pharmasalmanac.com/articles/a-vision-for-achieving-worldwide-biopharmaceutical-cdmo-leadership

[icejelly] 22/11/2022 16:34

Manipulated down during the day to satisfy a cronies on the inside. But silly me, that sort of thing doesn't happen on the LSE.

[dominiccummings] 22/11/2022 13:47

Wouldn't you have thought he would have worn his uniform though?


(Seriously though. Seems like a decent sort).

[marcusl2] 22/11/2022 13:39

A short message from Frank. Listen very carefully as he will say this only once.

HTTPS://www.youtube.com/watch?v=2tttqA5Vups

[catch007] 22/11/2022 11:48

Bit of much needed stability at the top with this appointment let's hope new CEO brings strong leadership to OXB during his tenure.

[dominiccummings] 22/11/2022 10:21

...and the share price...... drops!

[marcusl2] 22/11/2022 10:03

22/11/2022
Oxford Biomedica Appoints Dr Frank Mathias as Chief Executive Officer
Oxford, UK – 22 November 2022: Oxford Biomedica plc (LSE:OXB) (“Oxford Biomedica” or “the Company”), a leading gene and cell therapy group, today announces the appointment of Dr Frank Mathias as Chief Executive Officer (CEO) and Board Director, effective March 2023.

Dr Mathias brings world-class innovation and contract development and manufacturing experience to Oxford Biomedica. Since 2016 he has served as CEO of Rentschler Biopharma SE (“Rentschler”), which he has successfully developed into a leading global, full-service CDMO. During the past six years, Dr Mathias has overseen a tripling of revenues, transformed the business, increased efficiencies and enhanced profitability even faster than revenues. At Rentschler, he also led the acquisition and rapid integration of a new site from Shire in Milford near Boston, US, and the establishment of a new gene therapies unit in Stevenage, UK. During his tenure, Rentschler was also the first CDMO in Europe to support the commercial production of the mRNA vaccine for BioNTech and also successfully transferred the commercial production process for Curevac’s mRNA vaccine.

Prior to Rentschler, Dr Mathias was CEO of publicly listed Medigene AG, an immuno-oncology company focusing on the development of T-cell-based cancer therapies. Over the course of his 30-year career, Dr Mathias has also served in senior roles at leading global pharmaceutical companies including Amgen, Servier and Hoechst AG. In 2019 he was awarded the title of “EY Entrepreneur of the Year” in Germany.

Dr Roch Doliveux will remain as Interim CEO of Oxford Biomedica until March 2023, at which point Dr Mathias will fully take over the role of CEO and Dr Doliveux will resume the role of Non-Executive Chair.

Commenting on the appointment, Dr Roch Doliveux, Chair and Interim CEO of Oxford Biomedica, said: “I, on behalf of the Board, am delighted to welcome Frank as CEO of Oxford Biomedica. Frank is an outstanding patient centric leader with impressive experience from a top-end CDMO as well as from innovative biopharma companies. He has a strong track record of delivering growth and driving performance and innovation which are core strengths required to implement our strategy of becoming an innovative global viral vector leader. I know that Frank will drive our viral vector leadership to unleash the potential of cell and gene therapy for biopharma companies to save many lives.”

Dr Frank Mathias, incoming Chief Executive Officer, said: “Oxford Biomedica is a world-leader in the innovative development and manufacture of viral vectors for life-saving cell and gene therapies, demonstrated by the ever-expanding customer base of now more than 20 programmes across all vector types. With momentum continuing to build across the business, I am excited by the potential for the Company. I look forward to joining Oxford Biomedica and working with all of the staff, the Board and partners to execute the strategy and deliver the next phase of growth as a world-class, innovation-led CDMO helping to improve the lives of patients.”





HTTPS://www.pharmoutsourcing.com/1315-News/592223-Rentschler-Biopharma-CEO-Dr-Frank-Mathias-Returns-to-Supervisory-Board/?catid=6264

[gigabit] 22/11/2022 08:13

At last a step in the right direction. My posts 432 and 448 definitely apply and the share price in the last few days clearly anticipated this RNS. The decision to dip back in looks more justifiable now.

[pharmaboy3] 22/11/2022 07:34

Oxford Biomedica PLC - Oxford Biomedica Appoints Frank Mathias as CEO #OXB @OxfordBioMedic HTTps://www.voxmarkets.co.uk/rns/announcement/942f4c7f-f095-4fcd-a1f5-a648a458edaa #voxmarkets

[dominiccummings] 21/11/2022 20:35

Isn't that important enough for an RNS?

[marcusl2] 21/11/2022 11:36

Oxford Biomedica
@OxfordBiomedica
·
1h
We’re excited to showcase #OXB’s fully operational and MHRA approved fill-finish suite in #Oxbox, which is now being rolled out to customers.

If you would like to talk to us about our new fill-finish suite, please get in touch at hxxps://oxb.com/contact


HTTPS://twitter.com/OxfordBiomedica/status/1594633052978049025?s=20&t=Kxdl19GpA9rKaEWJUrEzeA