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?). |
Because nobody has told Frank that OXB has shareholders? |
Repeated more times than UKGold I know, but I think the random walk with the daily chart doesn't ever really mean anything on low volume. Something of a trend happening over a few days on better than normal daily volume then fair enough, but at the moment OXB is very quiet.
In fact, for a company with a new broom CFO about to rehabilitate itself and start its first profitable year since 2021 and almost certainly its record ever sales year, then it's eerily quiet isn't it? Almost locked down quiet.
No broker notes. No Times interview with Frank following the results. If there has been any self-promotion of what we have / where we are going then I've missed it. The latest corporate presentation on the website is still the interims slides.
This "time of the year" or running silent for some other reason?
Best answer wins a signed copy of Prince Harry's memoire. Runner up receives 2 copies. |
Really funny to watch the britishbulls bot dealing system get in such a complete pickle this week over trading this share. Issued a sell order as price drifted back to 410, then needed to reverse it a day later when short sided so asked clients to move to cash and will no doubt move back to buy as share price drifts higher. LTBH can be somewhat less stressful (sometimes!).... |
 Its going to be full steam ahead for US equities and all things crypto for a few days at least.As for the UK,Reeves budget and the threat of tariffs suggest a relatively drab performance by UK equities.Of course its worth noting that if, perchance,you were interested in getting involved in crypto,the FCA have decided,along with the European Union,that its downright unhealthy for your average punter to have anything to do with crypto.So US crypto ETFs are off limits,for example,to your average uk investor as a convenient means of sharing in this prospective Trump/Musk inspired bonanza.You can buy crypto through an exchange like Coinbase but its not a simple affair and involves an element of security risk.Why half the globe is permitted to run wild sampling a universe of investment opportunities while the other half suffer a 1984 Big Brother syndrome is not quite clear.There are self assigned parties out there who appear to believe that they know best and we need protecting from ourselves.Sorry to ramble off topic,its an age thing. |
The Trump victory seems to be influencing the investors into favouring certain parts of the market atm (e.g. BTC, US small cap) and I wonder what influence this has on the UK mid cap world especially with the recent budget influences to work through.
This may mean a lot more patience in the interim - let's wait and see as they say :) |
Harry.....I've been quiet of late but I'm still here. Despite the threat of increased tariffs for goods manufactured in the U.K. or Europe, I still regard this share as being Trump neutral and thus far things appear to be developing nicely. Achieving sustainable profitability ASAP must be the key objective going forward: after that the general story should come more into play and plenty of influential people have eyes on here. Keep smiling Harry. |
I'm sure it's their own vector Phil and it seems to have done very little for Syncona this morning too. |
SJ,
Probably a little before your time but IJ used to be one of the bulls here. Frequent contributor, regularly taking part with the entertainment committee sweep entries and such. Then came the fall when the market turned on us and something changed. Maybe it's PTSD or similar, but I became the whipping boy at that point. I don't know what he wrote the other day because he was filtered long ago, but I can guess. I also know that there are a few others here who will vote up anything which pokes me in the eye for reasons which may or may not include OXB.
Do I care? Honestly no. Would I prefer it didn't happen? Of course, but this is life and the reality of characters when given the shield of anonymity.
I've mentioned before that I got into the habit of doing the acting thread morale officer role when things weren't so great for OXB and I've never really stopped. I don't do it with my other shares and though I intend to see OXB out now, it's not something I'll ever do again.
If along the way it's helped out a few people with things they might not have ordinarily found / known about whilst sat in isolation with some shares they were concerned about, then I'm happy with that and will call the whole thing good. |
Do we think that is one of our clients Cousin? |
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