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Recent investor discussions surrounding Oxford Biomedica Plc (OXB) reflect a blending of cautious optimism and concern regarding company performance and market sentiment. A significant highlight involves the merger of ABL Europe into OXB, which is perceived as a strategic move that positions OXB for substantial future growth in the cell and gene therapy market. Investor sentiment appears mixed; while some view the integration as an "amazing deal," others express anxiety over OXB's vulnerability to potential opportunistic bids from larger competitors, particularly in light of recent tendencies in the pharmaceutical industry towards such acquisitions.
Financial discussions indicate that OXB is targeting revenues around £180 million for the coming year, with discussions suggesting a future market cap aligned with sector averages, potentially nearing £550 million based on sales multipliers. The current share price remains under scrutiny, with investors expressing discontent about lingering low valuations. Notably, Harry S Truman framed the situation succinctly: "It's a small cap stock... the names we mention currently regarding this possibility are mega-cap. They will win." Amid fluctuating sentiment and a fluctuating stock price, with recent trades showing resilience at the £4.30 mark, investors remain engaged, eyeing both upward potential and the broader implications of market dynamics on OXB's trajectory.
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Oxford Biomedica Plc (OXB) recently reported its total voting rights for shareholders as of November 30, 2024. The company announced that its issued share capital includes 105,938,933 ordinary shares, all of which are outstanding, with no shares held in treasury. This information is crucial for shareholders, as it serves as the denominator for determining notification obligations regarding any changes in their interest in the company, in line with the FCA's Disclosure Guidance and Transparency Rules.
This announcement is part of Oxford Biomedica's ongoing commitment to transparency and compliance under UK regulations. As a leading cell and gene therapy contract development and manufacturing organization (CDMO), the company continues to position itself strategically within the biopharmaceutical industry. While specific financial highlights are not detailed in this announcement, the clarity in its capital structure supports the shareholder base's engagement and investment naivety, underscoring the company’s operational integrity.
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Great news. |
Catalent and Novo Holdings Receive European Commission Unconditional Approval for Pending Transaction |
Assemble some fresh "crack troops" for the next push on the 4.30 barrier...working a treat for the market as these repeated attempts keep flushing out new sellers at this level so will be rinse and repeat until everyone has been cleared out :) |
Apologies, pay wallA UK political committee says the country is underprepared for future pandemics due to "worrying developments" on domestic vaccine manufacturing.The UK's House of Lords' Science and Technology Committee released a 15-page letter on Thursday that mentioned its concerns on news reports of the Labour government cutting the funding for what would have been a £650 million build of AstraZeneca's vaccine manufacturing site in Liverpool. It also raised the alarm on the UK only working with Moderna on vaccine production and the lack of a guarantee that these vaccines would not be sent elsewhere."The UK must have a resilient, diversified domestic vaccine manufacturing sector, from research through to clinical trials and large-scale manufacturing," committee chair Julia King wrote to Pat McFadden, chancellor of the Duchy of Lancaster.The push for stronger domestic manufacturing is building momentum elsewhere, too, with Europe looking for ways to reshore its supply chains and the US making moves to nationalize its drug production.The UK has been working with Moderna since December 2022 and is expected to last a decade, but this deal has made it more likely that other vaccine makers would not collaborate with the UK, the letter states. The committee called for more transparency on the list of vaccines Moderna manufactures for the UK. It also voiced concerns that working with an mRNA vaccine company would limit its options for other vaccine approachesEarlier this week, the UK Health Security Agency signed a contract with vaccine maker CSL Seqirus, who will produce five million doses of human H5 influenza vaccines for the country.The Lords' letter also suggested launching a so-called "peacetime vaccines taskforce" to keep UK factories alive in the absence of a pandemic. This would work by getting UK sites to intermittently produce vaccines for "novel" world.MORE LIKE THISAmgen deepens roots in North Carolina with latest $1B factory build December 5, 2024National Resilience's new CEO; Moderna opens Australian manufacturing siteDecember 5, 2024Novo Nordisk budgets $409M for new quality control lab in Denmark December 5, 2024You are reading this article for free. Enjoy! Upgrade for unlimited access. |
If only we knew of a company with vaccine manufacturing ability based in the UK !HTTps://endpts.com/ |
I think £15 would do it and £12 might. |
H. Your theory on an impending takeover is compelling but to me personally very undesirable. Having like most of us, sold most of my stock during the covid fiasco, re entering when the price had tanked, a takeover of lets say 10 - 15 pound would be at best disappointing |
Sad indictment of the state of the UK mid cap markets that we are so far away from what we might see as a fair valuation vs. international rivals such that we are even needing to discuss things in this way. |
Just wish that it will happen |
I don't think it will be long before we find out and either I will have guessed correctly or it will be a historic victory for the constructive criticism team. |
Super, |
The 'spending spree' continues. Where will it all end? |
I simply go off the sector average for CDMO market caps being a little over 5x sales, with the top end of the range being those in profit and those in the higher tech like Samsung (i.e. not generic pill bashers). |
I would suggest that a twelve month target of 550p is realistic,a target of somewhere between £6-£7-50 perhaps optimistic and something approaching ten pounds is fanciful.However,rem |
It's very difficult to second guess these things on information available to us Gareth, but I do know that OXB spend quite a bit of time & effort on their sales pitch to much larger investors than us. Could easily be someone from the Jefferies conference who liked what they heard and have been buying a few since. Could easily be many other things too. |
A lot of trades at 425p including 215K “sel”. Volume does appear to have picked up this week with a couple of new broker notes (neutral not particularly informative from JPM). Could something be stirring? Interesting to see what happens when NYSE opens. May be nothing! Time reveals all! |
It's an interesting prediction there Jez. |
You will upset HST with your projection. However I would say that is a much more realistic twelve month target. Peoples expectations round here have been totally unrealistically raised. |
Well, looking at the volume today, i guess London is celebrating Christmas early. |
Who puts a fairy at the top of their Christmas tree? |
2 days to the deadline for the EU anti-trust decision on Novo Catalent. |
The number of London-listed companies leaving the stock exchange due to takeovers is at the highest point in over a decade. |
After all the efforts expended yesterday in another memorable "fakeout" on the chart, troops are retiring to regather their strength for another assault (after Christmas?)...so barely a trade out there atm :) |
"News, news, news" would probably be more useful though Dom. |
Remember The Donald says "fight, fight, fight!". |
Type | Ordinary Share |
Share ISIN | GB00BDFBVT43 |
Sector | Medicinal Chems,botanicl Pds |
Bid Price | 428.00 |
Offer Price | 428.50 |
Open | 430.00 |
Shares Traded | 102,438 |
Last Trade | 11:06:12 |
Low - High | 428.00 - 430.50 |
Turnover | 89.54M |
Profit | -184.16M |
EPS - Basic | -1.7479 |
PE Ratio | -2.46 |
Market Cap | 453.05M |
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