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The discussions among investors regarding Oxford Biomedica Plc (OXB) between January 3-10, 2025, reveal a mix of anticipation and anxiety surrounding the company’s communications and financial prospects. Investors are expressing concerns about the lack of updates from the company, particularly as significant corporate developments may be on the horizon, including a potential acquisition by Novo Holdings. Notably, some participants, like philh75, speculate that the silence might indicate an imminent announcement, understanding that "If Investor Relations isn't responding, it could very well be because an update is imminent." In contrast, others, like seanje, convey frustration over the unresponsiveness, stating, "Really poor show imvho - they clearly want to remain in drift mode for quite a while longer."
Financial highlights from the discussions indicate potential positive impacts from recent patents transferred to Blackfin Bio Ltd, which could yield future royalties for OXB, although the immediate financial implications remain unclear. Additionally, concerns about macroeconomic conditions influencing UK equities may be contributing to a cautious sentiment. Some investors are voicing concerns over broader market dynamics affecting OXB, suggesting that "there's nothing to stop Novo Holdings being rather avuncular if not benign when it comes to its dealing with favoured investments," as articulated by steeplejack. Overall, investor sentiment appears mixed, with high expectations for forthcoming updates wrestling with uncertainty about management's communication strategy and the company’s performance in a challenging market environment.
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In January 2025, Oxford Biomedica PLC announced updates regarding its employee share option schemes, revealing that there are currently 283,522 unallotted securities remaining under the 2015 Employee Share Option Scheme following the issuance of 11,197 securities during the period from July to December 2024. Additionally, the company confirmed its issued share capital as of December 31, 2024, totaling 105,961,906 ordinary shares, which serves as the denominator for shareholders determining their voting rights.
Oxford Biomedica has also been active in its strategic growth and governance by appointing Colin Bond as a Non-Executive Director, effective January 1, 2025. Bond, with extensive experience in the contract development and manufacturing (CDMO) and biopharma sectors, will also serve on the Audit Committee as part of the company's succession planning. Financially, the company is poised for growth through innovative practices, including the hosting of a webinar to enhance understanding of automated manufacturing processes in viral vector production, highlighting its commitment to advancing cell and gene therapy technologies. Overall, these developments reflect Oxford Biomedica's focus on corporate governance and operational efficiencies as it aims to strengthen its position in the biotechnology market.
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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. |
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). |
Type | Ordinary Share |
Share ISIN | GB00BDFBVT43 |
Sector | Medicinal Chems,botanicl Pds |
Bid Price | 393.00 |
Offer Price | 394.50 |
Open | 409.00 |
Shares Traded | 444,788 |
Last Trade | 16:35:19 |
Low - High | 389.00 - 412.00 |
Turnover | 89.54M |
Profit | -184.16M |
EPS - Basic | -1.7479 |
PE Ratio | -2.25 |
Market Cap | 431.98M |
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