:)
You know my thoughts on the eventual end of OXB for us as ordinary shareholders - and it isn't via bad news - it's some future point in time with Novo ringing around Serum, BlackRock, Vulpes, etc. and asking what it will cost.
Remember the last 2 business updates with OXB increased the forecast (e.g. 30+ to 35+ percent CAGR over the next 3 years) so it's really unlikely to be shock bad news. Something horrible and they would tell you with an RNS during the day. I have a feeling that the price rise on Friday was because the RNS for tomorrow morning has been signed off and submitted now, but I hope that system is much more secure than I'm hinting at. |
Harry,I'm sure we won't be the only ones checking in at 7am to see if we are going to be put out of our misery. |
Changes of Personnel at board level ? |
BMS chooses Car T over Bispecific in MM |
I would say it's either a coincidence or that they are up to something which some people have twigged.
They don't need money and if it was a fundraising the price would be going the other way.
Takeover brewing is really unlikely as we have some big holders who collectively own more than half.
Malaria is the obvious guess, but that has been hovering for so long now.
The CAR-T news they have already basically told us all but the names and the size.
Something else? |
Harry, is that a usual occurrence in your view :) |
OXB's website down too? |
... within 4 months |
Projections on this breakout are 480 then 600 ( give or take 10) |
Or (slightly more cynically) we are about to find out why none of the insiders could buy after the results but the boys in the market have already heard something. |
Last time the market was very kind here allowing everyone to get in around the time of the results and run with the upslope charting wise - this time they are leading the share price upwards prior to the release of any new information which means the nervous/less decided here will have to keep waiting until much may be baked into the share price Who said share trading was ever fair :)
nai etc |
I will second that Connello.
On the secret level 2 page (click this link then press the "Today" bar in the chart, then scroll to the bottom of the page) I can't remember it looking like that before.
It needs a student of the black arts to explain. |
There was a time circa September/October 2023 where the price continued to move up to 530 without any news. The trend was our friend.
Unfortunately a seller appeared & put an end to that.
Hopefully on this occasion we will have our long awaited news/Update to support the increasing share price |
Active again. 11th month high |
With my glass half full hat it's only a month since the board assured investors at the AGM that it was all on track and going well. I'm sure Frank thinks that's all we need to know - i.e. his full year results presentation was incredibly positive and he's said it's still on target.
However, and as you note, when he previously made the point that we are going away from reporting individual contract wins (as per my example today of the pre-interims period last year), then this running total KPI table was promised in lieu and we have yet to see it - which I still think is an easy win for them which for some reason they are choosing not to do.
Why? Well there are many possibilities and maybe most likely is that they decided 3 months post FY results (29th April) would be the day - which as Phil notes is Monday.
As I type the volume has gone mad and the price is up, so maybe an indication there that a RNS is in the works? |
A reminder of the response from OXB about more regular reporting and that they would update the market 'between now and September'. No I am none the wiser either. |
So I guess it’s Monday, or not at all and we wait for the interims? |
 Wearing my stuck record hat, I'd once again point out that the volume today (just over 3k in the first hour) indicates that there is nothing out there at the moment (good or bad) to drive it, meaning that any price movements aren't really going to tell us anything.
I think on the upside it does tell us that there is no institutional seller out there at the moment dripping out a sale, so that's my glass half full take - but overall OXB haven't done much of anything of late to stimulate that interest with news.
I hope for news every day, but my expectation is a different kettle of fish. I think if we get to Wednesday next week (end of July of course) without the quarterly business update with promised KPI table, then they will just run until the interims at the end of September.
If you look back to last year then we had nothing at all between the FY results presentation and the interim results presentation apart from the extension RNS with Cabaletta at the end of August. That was a great deal and good to see, but to the outside world that was all OXB had won since the FY results.
At the interims they told us that in the first 6 months they had gone from 18 partners and 30 programmes to 24 clients and 41 programmes.
So 8 new clients which they didn't / couldn't mention until the interims and another 11 programmes including the extension to Cabaletta.
It was very positive but they chose to keep quiet about it until the results. If they did the same again this September then it wouldn't surprise me at all. |
Pity CFC1 is no longer posting as "Blue is the colour". |
There's not much blue around today so it should get noticed. |
Looking good. Onwards upwards. |
breaking to the upside |
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