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Recent investor discussions regarding Oxford Biomedica Plc (OXB) have highlighted a mix of optimism and cautious speculation as 2024 approaches. Significant conversations revolved around potential acquisitions, particularly speculation on a possible takeover by Novo Nordisk, spurred by their ongoing expansion and investment in manufacturing capabilities in the biopharma sector. Investors pointed to the company's unique position with its LentiVector technology, suggesting that OXB could be a valuable asset in Novo's portfolio. "Xoptimist" mentioned, "I cannot find one sensible reason why Novo wouldn't want to buy OXB," indicating confidence in the company’s strategic fit for a larger player.
Financial sentiment appears to be cautiously optimistic, despite a backdrop of volatility in share price. Investors expressed concerns about market manipulation with comments regarding unusual trading patterns, with "tuco 1" noting potential market shenanigans but believing the stock could "break meaningfully one way or another." The anticipation of a business update early in 2024 was expressed, with several discussions focused on the potential implications for revenue figures and future growth, with "reddirish" affirming a robust target for revenue growth over the next few years. Overall, while there's excitement about the prospects of OXB's partnerships and potential growth, the prevailing sentiment leans towards a wait-and-see approach as investors expect clarity in upcoming updates.
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Recent updates from Oxford Biomedica Plc (OXB) highlight several key developments, including corporate governance changes, strategic initiatives in viral vector manufacturing, and various performance incentives for staff. The Company appointed Colin Bond as a Non-Executive Director and Audit Committee Chair as part of its succession planning, effective January 1, 2025. His extensive background in the CDMO and biopharma industries will be valuable as the company continues to expand its operations. Additionally, OXB announced the grant of Long Term Incentive Plan (LTIP) awards to senior management, demonstrating its commitment to aligning executive performance with shareholder interests.
In terms of financial transparency, OXB reported a current issued share capital of approximately 105.9 million ordinary shares as of November 30, 2024. The company hosted a webinar discussing advances in automating the development of viral vectors, emphasizing its innovative approach to drug manufacturing, a critical segment of the biopharma landscape. OXB continues to strengthen its market presence through these strategic initiatives, focused on enhancing operational efficiency and maintaining a competitive edge in the cell and gene therapy sector.
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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. |
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. |
Type | Ordinary Share |
Share ISIN | GB00BDFBVT43 |
Sector | Medicinal Chems,botanicl Pds |
Bid Price | 425.00 |
Offer Price | 426.00 |
Open | 423.00 |
Shares Traded | 120,943 |
Last Trade | 16:35:08 |
Low - High | 412.50 - 427.00 |
Turnover | 89.54M |
Profit | -184.16M |
EPS - Basic | -1.7479 |
PE Ratio | -2.43 |
Market Cap | 449.36M |
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