 Still waiting for the interims as I feel pretty confident that Frank wants to repeat last year and basically say as little as possible until the interims where he intends to give the market a big show. Wouldn't be my choice, but I'm happy enough with him saying that H2 will be minimum 50% better than H1 for revenue and reassure that everything is as guided.
So why am I posting (apart from giving marwalker something to live for)?
Well, the long, long, long awaited Cystic Fibrosis Consortium gene therapy trial with OXB's LentiVector licenced to Boehringer Ingelheim seems to have finally fired the starting gun.
Lenticlair™ 1: A Phase 1/2 trial evaluating the safety, tolerability and efficacy of an inhaled F/HN-pseudotyped lentiviral vector for CF gene therapy in people with CF ineligible for CFTR modulators
I like the name which I think immediately links to us for anybody in the business (although anybody in the business is likely to know anyway).
It seems to be lined up for a university hospital in Holland - see
Why that would be I've no idea, but I'm guessing Boehringer's choice and perhaps a centre of excellence for this disease?
Some words from one of the researchers half way down this
Why OXB have decided not to tell us this? I've no idea. If I can find it online then it certainly isn't confidential, but all the same great news I think.
It will read out relatively quickly and if it's as effective as hoped then not only fantastic for the families affected, but OXB are going to be making an awful lot of this in the coming years too. |
We seem to have a shy buyer. Most of the action either way is after hours. |
Mr Truman is on strike until we breach £4. |
I miss the good old days. News on a big contract would help! |
Unfortunately Tuco, the company doesn't give us anything to 'talk' about! |
Is it Sunday ?
Tuco. |
No problem Jasie, I'm off to chapel in the morning! No good getting older!!! Best wishes young man. |
Looks like Harry has also suspended his buying program......... |
Gareth 8475
It appears to be as far as I'm concerned!!
I was convinced it was Friday yesterday! |
No order book trades until past 2pm. How very strange! |
3,900 buy 7,500 sell! |
What's happening no trades |
Well we finished up (slightly) on a Friday, I will take that!! News all looks positive to my untrained eye.
Marcus: 8453
I guess most of us on here are now associated with the EDL according to our leader! I don't trust him an inch and time will show just how painful a left wing government can be to the hard working, honest and true people of this country.
Enjoy your sabbatical Harry, see you on the other side!
Have a great weekend all! |
RBC
short-term target of 740p will do nicely. |
Just on the cash balance/burn rate, what we don't know is how much working capital is being soaked up in the order ramp up/acceleration (and ABL business). The cash balance at year end seemed to be bolstered by a reduction in working capital. |
Solid update.If the market was to apply something near average industry ratios,the OXB share price would double to around £7. |
There you go pharmaboy. #8451/2 I promised you, didn't I. |
takeiteasy,
I've written what I think for today now.
At some point we find out what Serum want the 10 year MSA deal for and who the recently signed commercial supply CAR-T deal is with. Both those would be huge news for OXB and the type of news the market is waiting for.
We know there is other stuff too, but I've had enough now for a while and so intend to have one of my irregular sabbaticals until the genuinely interesting news comes - which might not be before the interims.
Until then someone else can have a go at being the straight man for the thread comedian. |
so Harry lacklustre share price impact expected then ... |
My guess here (just a guess) was that they gave a full year presentation without mentioning a quarterly update because they didn't see the need.
Then when Phil and a few others asked where the KPI table was (which we still haven't seen) they felt obliged to put something out, then realised that they had told us a lot of it already.
I wouldn't worry about it. I believe RBC put our a positive flash note this morning to accompany the RNS, which reaffirmed their short-term target of 740p.
News of the CAR-T, Malaria or something similar will almost certainly get them there. When? Why couldn't they buy after the results? We will find out in time. Meanwhile, the snipers will do what they do best. |
why is the secrecy from the end customerbiopharma so vital - any ideas Harry |
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