There should be some way of ascertaining what has happened to the share price this morning. It does not look like an 'orderly market'. |
Nearly 40p spread, which doubtless means something but looks unusual to me.I think the hope for the last FTSE shuffle of the year (a week tomorrow) needs a miracle now. |
They don't scare me, in fact I'm ignoring them! |
Are MM trying to scare people into selling with a drop below £4 this morning? |
If only we could turn the clock back on that deal Marcus! |
Donald Trump chooses Elon Musk and Vivek Ramaswamy to lead government efficiency effort.
The appointment of Musk and Ramaswamy came as Trump continued to build out his next administration’s top team, including nominating Fox News host Pete Hegseth to be his defence secretary and former Texas congressman John Ratcliffe to be director of the CIA.
Vivek Ramaswamy
Oxford BioMedica is in line to gain extra biobucks worth up to $812 million, as well as royalties on sales of AXO-Lenti-PD |
Director buying or ‘insider dealing’ as they call it in the USA.
I’ve always tended to attach more relevance to ‘insider’; sales than purchases.Afterall,a new CEO joins a company and invariably the new recruit feels a near compulsion to buy stock as if to signal his arrival.As mentioned,options give management a stake in the game.That’s enough for many directors ie having too many eggs in one basket probably inhibits many from going overboard.If there is an embargo on OXB management buying stock then the prohibition has been in place for a hell of a long time :) |
Just a reminder that OXB are quite active on their LinkedIn page: |
Yes, the Duchy tomatoes told him it was true. |
Why the senior staff don't seem to be able to buy though Same logic the King has never denied the existence of UFO s so he must know there is some truth in it |
That's a great reminder of one of OXB's many current bow strings Taffy, but you maybe remember (from the 10 days of interims) that unless something unexpected happens with Monkeypox, the near-term upside is currently limited to manufacturing trial material for what will eventually be 2 large trials (universal covid + mpox which uses the same base and can be a combined vaccine).
But unless there is another pandemic (either disease there) then it won't be quick to licence / approval and the need for bulk commercial supply from someone.
That said, trial support for such a big trial is definitely going to help the finances of OXB France - which is nice for us.
I don't think GeoVax is anything to do with our longstanding puzzle of why the senior staff don't seem to be able to buy though. |
GeoVax Reports Third Quarter 2024 Financial Results and Provides Business Update November 12, 2024 16:00 ET | Source: GeoVax, Inc.
David Dodd, GeoVax’s Chairman and CEO, stated, “2024 has shaped up to be a year of steady progress and execution across our development programs. Following the BARDA/RRPV award of nearly $400 million in support of evaluating GEO-CM04S1 in the Project NextGen program, we continue to collaborate closely with the BARDA Project NextGen team and our CRO, Allucent, preparing for the activation of the 10,000-patient Phase 2b clinical study. The necessary sites are confirmed, and we are working closely with Oxford Biomedica (“OXB”), our manufacturing partner, to produce the vaccine product required for study activation. We look forward to sharing further updates related to this exciting Phase 2b study. |
"My honest opinion is that they are all embargoed for a reason unknown to us"
Feels like that's a decent stab at reading the tea leaves |
Regarding no director buys - I think that the policy is that they should build a personal holding that is equivalent to an annual LTIP award. No idea what time frame that's over.
Some boards are very strong on this. Alan Parker (ex Whitbread) was a stickler in his later NED roles. |
By the way - I tried to send Harry an apology using a 'message' directly to him. But as he has me filtered/blocked, the message would not send. So he wouldn't have seen my post unless somebody forwarded it to him. Or he might have briefly unfiltered me to have a sneaky view, as he has admitted doing on the odd occasion. My apologies to all offended by my 'skirt'. |
You might have hit the nail on the head.If you haven't got a microscope and 'Doctor' before your name,you're really not worth bothering with! |
My thoughts too icejelly. A better thought than 'perhaps there is nothing yet worth betting on'. |
Could it be that the directors feel they have enough shares through their options? |
Gareth,
I would say it depends who knows what about what (which I appreciate is no help).
My understanding (spin the wheel with this one) of the market regs is that knowledge of something planned / happening which could ordinarily be expected as part of normal business and is within existing guidance / forecasts, then that wouldn't be price sensitive and wouldn't stop you buying in the open periods immediately following the results.
None of them have bought in 2 open periods now. For none of them to do it - not even put a few in an ISA or something, when the company is constantly upping guidance over that time? It's very unusual.
Due diligence takes a long time and if the board has agreed to let someone examine the company very closely then they all would know.
So something / some event before the full year results last year which is still in play? |
I've just heard a rumour Dom that Welby will be the new host of MOTD and Lineker is going to become the new Archbishop of Canterbury. If true then our non-exec board dodged a couple of bullets there imho. |
HST, I have questioned, as you know what do our corporate brokers do for us publicly. Broker notes, price targets, bringing in new partners. I'm only a novice, perhaps there is more paddling beneath the water but I can't see it. Director buys, it's been months since we speculated why no director buys, there cannot be sensitive information which prevents director buys months before and significant signed off deal (can there?). |