Trump appointment has created a few concerns for us and some nervy small scale selling so we are in a little drift mode. Not for long we hope, surely punters are not waiting on the trading bot to buy back in :) |
Be grateful that OXB is no longer involved in vaccines.Moderna has fallen 80% in six months to stand at a low of just $39 compared to a high of around $450 during Covid.Sentiment clearly effected by Mr Robert Kennedy's appointment. Albeit OXB won't be in the firing line,it could suffer a touch of 'collateral damage' as Kennedy roughs up drug companies but the appreciation that the company is moving into profit is more than likely to eclipse concerns. |
Re Jefferies I would say at the very least an updated corporate presentation and maybe revised forecast for next year. This plus hopefully the JPM conference at the beginning of next year would be two big audiences to set out the coming year to. |
Didn't expect to back in the 3's this morning. |
85 shares in half an hour and another big price movement on the back of it? |
London Healthcare Conference, the largest healthcare dedicated conference in Europe. OXB CEO and CFO presenting,attending with the presentation available to investors via the website. I don't think they will be revealing bad news? |
As an alternative to the Catalent theory, could that mean an RNS on Tuesday morning? |
OXB to present at the Jefferies London Healthcare Conference
Oxford, UK - 15 November 2024: OXB (LSE: OXB), a quality and innovation-led cell and gene therapy CDMO, today announces that Dr. Frank Mathias, Chief Executive Officer, will present at the Jefferies London Healthcare Conference on Tuesday, 19 November 2024 at 10:00am GMT. Dr. Lucy Crabtree, Chief Financial Officer, will also be participating in the conference.
The presentation will be made available in the Investors section of OXB's website at www.oxb.com. |
 I'm a card carrying optimist takeiteasy (as you know) and so I'm ever hopeful that something of significance to OXB will happen every trading day morning. With 40 or more customers these days, then there should always be something of significance just around the corner - it's simply a question of if it is something big enough for the lesser spotted RNS (or not).
We've basically got a week left now and then it's quarterly reshuffle Friday for the FTSE rankings again. Bit of a longshot for OXB now for this one, but never say never and all that. I'm thinking here specifically about OXB telling us the number of C> drugs up for review in Q4 this year. Could something good drop next week? Yes, but I wouldn't like to pick those odds.
Lately we keep having trading days where in the morning it seems like a really slow day but after close in the afternoon we see that (e.g. today) was a quarter of a million share day, which is very good volume for us - but as Dom points out the price action is at best making no sense. Presumably delayed trades?
I never quite follow the argument that by being a clever operator you can buy masses of shares without moving the price, so this to my amateur view looks like someone is selling a lot of shares but there is enough demand in the market for it not to kill the price. If correct then when that selling passes we can continue our very slow climb to fair value.
I still think (in a much abbreviated version of my last post) that there is a lot of circumstantial evidence out there to suggest that Novo has big plans for OXB subject to EU/US regulatory approval of its Catalent bid. If there's anything in that little theory then there's nothing in it for Novo to wait should the regulators say yes. |
As the so called Trump trade starts to splutter a little and run out of steam...some money may be available to other non BTC/NQ100 investments - perhaps we may even end up with some smiles today :) |
Needs a vaccine or, as Trump might say "an injection of bleach to stop the virus doing a number (a technical term) on the body". Intelligence squared. The nice thing is that he never took any financial reward for his last time in office ..... |
Could simply be a posse of punters trading on margin long for the FTSE250 burst and the realisation not for now - so crash the bid and stop loss them out. CFD trading can be treachorous :)Wdik of course, but happy to keep seeing so much buying support. |
The price appears to have dropped between end of trading yesterday and opening today. Not seen any RNS which would cause concern and the price has struggled to rally despite a morning of steady buys. |
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. |
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