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Investor discussions surrounding Oxford Biomedica Plc (OXB) in early January 2025 have been marked by speculation regarding significant developments. Notably, investors expressed interest in a recent acquisition by BlackfinBio of a Parkinson’s patent portfolio from OXB. A key sentiment shared among participants is hope for an upcoming regulatory news statement (RNS) that could shed light on the company’s strategic positioning and the value of its assets. Several members emphasized the expectation that even minimal updates or future royalty prospects would be more favorable than prior conditions, with one participant asserting, "Whatever they got... it's still better than what we had."
Financially, OXB's recent performance remains a point of contention among investors, with concerns about past revenue declines. Discussions highlighted a stark contrast between sales figures, having fallen from £9 million in 2021 to £4.4 million last year, and the company's share price continuing to languish at £12, down from £70 in the previous years. Investor confidence wavers due to silence from investor relations despite requests for updates, leading some to interpret this as either a negative signal or as an indication of potentially forthcoming significant news. One member noted, “If Investor Relations isn’t responding... silence might actually be a positive sign,” indicating a mix of anxiety and cautious optimism within the investor community regarding OXB's future and potential bids, notably from major stakeholders like Novo Holdings.
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In recent news, Oxford Biomedica PLC reported a Block Listing Return on January 2, 2025, detailing the status of their employee share option schemes. For the 2015 Employee Share Option Scheme, the balance of unallotted securities as of December 31, 2024, decreased to 283,522 after the issuance of 11,197 securities during the period. The company also highlighted that there were no increases in the scheme since the last return. Similarly, the Long Term Incentive Plan (2015 and 2024) showed a remaining balance of 393,299 unallotted securities, indicating stable management of share options.
Additionally, Oxford Biomedica confirmed its total voting rights, which stood at 105,961,906 ordinary shares as of the end of December 2024. This figure, representing the entirety of the company's issued share capital without any treasury shares, serves as the denominator for shareholders to assess their reporting obligations under the FCA's Disclosure Rules. These updates reflect Oxford Biomedica's ongoing commitment to transparency and effective governance in its operations.
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I really can’t see £7-9 being anything close to a successful bid. |
For information, I sold 200 shares at 13:47pm shown as a buy, trade number 132. In the first 10 minutes after 14:30pm another 50 trades conducted. Not hugh trades but US interest? |
from 3 mins |
Aside from the obvious you mean? |
what is in it for IM in any of all this - what are they gaining now and in the future Harry... |
Cousin, |
Hostile bids in the pharmaceutical industry are pretty rare,afterall the primary assets go up and down in the lift and it would be counterproductive to upset them.However,opportu |
I have to say that the impression I took from the AGM was that there was a feeling of potential vulnerability to an opportunistic bid. |
It's not a case of what we or OXB managers want, more the best of a situation which might drop upon us soon. Important to remember that OXB is a small cap stock (formally a mid cap stock), whilst the names we mention currently regarding this possibility are mega-cap. They will win. |
Harry, one bit of your argument I am not sure I fathom is why we would want an interest from a larger player when the share price still is on the floor. Why not let the company blossom for a couple of years first and work from a better start point... |
feels like firmly rather than gently to me - but so agree with your sentiments... |
Perhaps (probably) I am fitting this into the overall process, but the behaviour of the company hasn't appeared to be helping their share price. Additionally, the daily curve (up at start then promptly down for the rest of the day until a little rise at close) suggests that the share price is being gently choked. Might this help to show a good offer as even better? |
I'm on the fence tbh Phil. I've written what I think will happen, which all basically started when the boss of Novo Holdings said in the press interview that he was going to use up his GLP-1 drug windfall profits to buy up carefully selected service providers to the pharma industry. |
Jez, |
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. |
Type | Ordinary Share |
Share ISIN | GB00BDFBVT43 |
Sector | Medicinal Chems,botanicl Pds |
Bid Price | 410.00 |
Offer Price | 410.50 |
Open | 420.00 |
Shares Traded | 100,421 |
Last Trade | 16:35:16 |
Low - High | 405.00 - 420.00 |
Turnover | 89.54M |
Profit | -184.16M |
EPS - Basic | -1.7479 |
PE Ratio | -2.34 |
Market Cap | 431.98M |
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