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Investor discussions about Oxford Biomedica Plc (OXB) over the past week reveal a heightened focus on the possibility of a takeover, amidst uncertainty surrounding the company's share price and recent trading patterns. Many investors express concerns over perceived manipulation of the stock price, with comments suggesting that there seems to be a cap on the share price, limiting upward movement and potentially making the company more attractive for a suitor. Notably, one commenter stated, "the behavior of the company hasn't appeared to be helping their share price," reflecting frustration over stagnant growth and market performance.
Financially, there is optimism amongst investors regarding potential revenue growth, with predictions of around £180 million in sales for next year anticipated. However, there is also skepticism about future valuations and potential acquisition prices, with quotes like "a bid of £7-9 being anything close to a successful bid" illustrating divided sentiment on share value realization in the event of a takeover. Overall, while there are discussions about the benefits of remaining independent and growing as a key player in the CDMO sector, the consensus leans towards apprehension regarding the company's vulnerability to opportunistic bids, as highlighted by one investor's remarks regarding "time will tell—both with the takeover hypothesis and the price."
Investors are observing the ongoing negotiations and strategic moves by major shareholders and potential acquirers, with many eager for clarity on OXB’s trajectory and market positioning as the year draws to a close.
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Oxford Biomedica Plc (OXB), a company leading in cell and gene therapy contract development and manufacturing, recently announced an update regarding its total voting rights, which now stands at 105,938,933 ordinary shares as of November 30, 2024. This follows previous disclosures earlier in the month, confirming a consistent share structure without treasury shares. The total number of voting rights is crucial for shareholders who need to assess their interests in the company, in accordance with Financial Conduct Authority regulations.
In a strategic move, OXB has appointed Colin Bond as a Non-Executive Director, effective January 1, 2025, as part of the company's succession planning on its board. Bond brings substantial experience from the biopharma sector, having previously served as CFO of Sandoz, which strengthens OXB's governance as it navigates its growth trajectory. Furthermore, Oxford Biomedica is hosting a free webinar on December 9, 2024, focusing on innovations in viral vector manufacturing, underscoring its commitment to advancing research and development through automation technologies.
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I think all 3 of those are ours and will be reviewed Q4, bodes well for next year? |
"Wasn't our new CFO from Autolus?" |
Well whatever we think Mr President Sir, it hasn't excited the masses.... I think I will have to hold until 2026/7 to see any significant rise. |
Was just doing a bit of digging on that Harry. This is with support from AI so it needs double checking. First I asked it: |
There were a few titbits in there Dom. |
But nothing they hadn't told us a few weeks ago.... |
I listened to the presentation, quite robust, Stuart Paynter present, didn't say much. CEO, CBO solid performances in their French accents, CFO was a little more cautious having just joined the company, no real difficult questions from the room (James Osborne above asked a question). Peel Hunt and JPM analysts present and asked questions. No external questions put forward. Last comment capacity running at 80% in GMP suits operational at OXB decision allowing for 20% surge or maintenance capacity. A solid presentation. |
I think (in fact I'm sure) that paragraph in the results means something different than how it reads to me Phil. |
Nice of him to thank Stuart at the end, but otherwise very uneventful. |
Interesting I thought that all the Q&A from Analysts were around drilling into the growth and visibility. There was not concern about the put option cost. The lower revenues in US were mentioned but not questioned further. I got the feel that the Analysts had bought into the message. But that is only a sense of feeling from a private investor! |
After the FY results he said buy up to 300p |
what was his target before - do you know |
Oxford Biomedica (OXB:LN) (OXBDF) Price Target Raised to GBP4.20 at Stifel |
1pm |
I looked all through for $63m or something which looks like it in GBP but found nothing. I'm hoping it's just me who doesn't understand what it means rather than a mistake in an RNS which should have been checked by everybody. |
If those numbers are correct then gross cash would not be 81m at 30th June |
I thought the headline results good (but as noted by everybody else before today - in line with what they told us they would be 6 weeks ago). |
"The Group reiterates its existing near-term and medium-term financial guidance communicated to the market".More information will be gleaned at the analyst meeting plus an all important gauge of management confidence which remains very positive.Everything' |
Position not opposition - haha |
Commercial launch of any of these imminent CAR-T products will hyper launch the share price . Solid results very happy and likely to add my opposition hereCAGR will be well north of 35% post 2026 if all 4 of these drop before then |
We had optimistic reports (last year's interims?) that masses of orders coming in to the US asset. |
The funds will generally wait until after the presentations. |
Is the market simply non—plussed by the results or awaiting this afternoons presentation? In house broker updates in the coming days? Director purchases assuming no closed period after results?? |
Was homology flagged up front DC - or is this a surprise factor for you/others |
Usually you see quite a bit of retail selling in the first hour or two after results but very little volume so far. |
Type | Ordinary Share |
Share ISIN | GB00BDFBVT43 |
Sector | Medicinal Chems,botanicl Pds |
Bid Price | 422.00 |
Offer Price | 423.50 |
Open | 422.50 |
Shares Traded | 13,911 |
Last Trade | 09:24:19 |
Low - High | 421.50 - 424.00 |
Turnover | 89.54M |
Profit | -184.16M |
EPS - Basic | -1.7479 |
PE Ratio | -2.42 |
Market Cap | 446.2M |
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