 You know my thoughts Jasie and that I've been angling for OXB's return to the FTSE250 all year.
The next year we enter a week tomorrow is guided at C£180m and a profit which is not a small cap stock (it should be c£1bn mkt cap), but I don't think we will get to the first reshuffle / review date of the year (end of Feb) before our major shareholders get asked what they would be prepared to take. Let's all hope that they won't take cheap.
The longer it can go on before that scenario is obviously in our favour as the OXB story just gets better and therefore more expensive, but my best fit theory remains that Novo Holdings' plan to make a success of their new "largest cell therapy transaction ever" CDMO company, involves at least in some part everything OXB being rolled out into every suitable Catalent facility.
If I'm wrong then worst case this time next year we will all be sat here holding a FTSE250 stock and talking about £250m+ revenue in 2026 - which as worst case scenarios go, isn't really a bad one is it?
Were this one of our old seasonal sweeps though, my virtual pound would go on Novo's need to make their multibillion pound CDMO play a success being the trump card here. |
I haven't posted much on here this year possibly born out of frustration at the stubborn progress. For the vast majority of the very long time i have held this stock it has been like wading through treacle with the odd stellar spell when the sensible would have 'banked' I'm still frustrated by the lack of news and information but I decided long ago to see this through to the end. I doubt we will see £15 again but you never know!!
Merry Christmas All, lets see what 2025 brings! ( It had better not finish on £4.30 Though !!) |
Compliments of the season to all here.
2025 could be the year… |
Clearly being manipulated by people in the know. Mutters of that doesn't go on in the squeeky clean LSE. Oh yes it does! |
Isn't it remarkable how the share price seems to start and end pretty much the same whether it goes up or down during the day? |
Happy Christmas all.
There are some great contributors on here.... thank you.
The share price games must stop sometime & look forward to the value here been realised in 2025. |
Time to wind down for festive season, enjoy, hopefully the New Year will bring an end to this large (ish) volume, small trade pattern. The futures bright the futures OXB? Tempus revelat omni. |
Also, it's a trial drug, not one of the 3 driving their billions of revenue. Over the top reporting is all. |
takeiteasy,
I haven't seen the story on the BB, but a lesson there of being built up to the most valuable listed company in Europe by the markets and then knocked back down again.
You would think that they had killed trial patients or something similar, yet it was simply achieving just short of their own target and the boss thinks that full data on the high dose only will be better. Result, billions wiped away.
Regarding the possible effect for us though, remember it's Novo Holdings the investment company who are the big spending fund. Novo Nordisk is the closely related drug company which they own the controlling stake in. |
https://fortune.com/europe/2024/12/20/novo-nordisk-faces-stock-market-bloodbath-weight-loss-drug-trial-disappoints/been out all day so if already posted pls ignore |
Its strange. I have been having conversations on these boards for more than twenty years. In that time we have had an information revolution, technology has pushed through barriers that would have seen impenetrable a few years ago, and in depth knowledge of any subject is just a few clicks away. Yet nobody has been able to show irrefutably why share prices move the way they do. |
Or, given the small number per deal, could it be churning the same shares over and over? |
301,153 shares traded on the day when half the country is either using up their leave shopping, knocked off early to beat the rush home or is wearing a paper hat and sat on a photocopier somewhere.
That would be very good volume for any day on a normal week. |
Can there REALLY be so many folks around either buying or selling odd numbers of shares but all under 500? |
New dealing strategy to keep a lid on the price. Hit it with low small trades first thing..... |
Biopharma’s Manufacturing Push and Other 2024 Trends
The Novo-Catalent deal now moving ahead highlights unprecedented investment in manufacturing, while also standing out as an exception to the unspoken rule of keeping M&As to less than $5 billion this year. |
Time for me to say "Happy Christmas", 'go dark', and sit back and enjoy the festive break. |
Meanwhile, the juggernaut rolls on...
Shortly after unveiling a $400 million upgrade at its campus in Hillerød, Denmark, Novo Nordisk is reinforcing its commitment to the country by breaking ground on the first new production facility in its home country this century.
Novo Nordisk is laying out 8.5 billion Danish kroner (about $1.2 billion) to establish a brand-new manufacturing plant in Odense, Denmark, where the company eventually plans to hire on 400 permanent staffers.
The 40,000-square-meter (430,556-square-foot) modular and flexible factory will be kitted out to produce multiple drugs within rare disease indications, including hemophilia, Novo said in a Monday press release.
Construction has already kicked off on the new site, which will ultimately house both the primary production facility and a warehouse. The company is aiming to complete the project in 2027.
"The facility will utilize advanced technology and innovative equipment to ensure the highest quality to patients and meet the growing global demand for our life-changing medicines,” Henrik Wulff, Novo’s executive vice president of product supply, quality and IT, said in a statement. “We are proud to build on our heritage in Denmark and look forward to embarking on this journey in Odense, a well-connected city with a dynamic community and talented workforce."
Novo’s latest manufacturing announcement comes two weeks after the company said it would invest 2.9 billion kroner ($409 million) in a new quality control laboratory at its existing site in Hillerød. The project, which the company also plans to wrap up in the next three years, represents the Danish drugmaker’s largest investment in advanced quality control to date, Novo said earlier this month.
The two projects are just a piece of Novo’s outsized manufacturing expansion campaign, which has often focused on building out capacity for the company’s GLP-1 injectables for diabetes and obesity.
Back in June, the company said it would use $4.1 billion to construct a second fill-finish facility at its campus in Clayton, North Carolina, to chip in on production of the company’s metabolic blockbusters.
And, earlier this month, Novavax said it was selling a recombinant protein plant in the Czech Republic to Novo for $200 million in a deal the companies expect to close by the end of 2024. Once the transaction is complete, Novo will take control of the facility, along with about 300 staffers who currently work there.
Meanwhile, Novo’s sister company Novo Holdings recently got clearance from both the European Commission and the U.S. Federal Trade Commission to close out its $16.5 billion purchase of CDMO giant Catalent.
Under the accord, Novo Nordisk is slated to purchase three Catalent fill-finish plants from Novo Holdings for $11 billion. |
Glad you too are not convinced by the castles in the air stuffOf course I would like it to come true |
Xoptimist. Yes, but think of it as being an OXB takeover of some Catalent sites, financed by Novo. It answers questions as to board changes and confidentiality maintained. |
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