Gone but not forgotten Gareth. |
The Chinese New Year begins on 29th January, the year of the wood snake. A time of transformation, growth and introspection. Happy New Year to all Chinese and other nationalities Worldwide. |
 Admittedly I have the gift of being able to curse things with a sweeping statement, but this should be the last of our odd volume / trade silly season days before normal service is returned on Thursday.
Presumably (speculative bid theories aside) we are now overdue something which could be expected from OXB by way of their unofficial quarterly reporting. They've only ever said that they won't announce individual deals any more unless the partner wants to (or OXB have to because of market rules), and that they will instead roll it all up into "regular" reporting of their "CDMO industry norm" KPI table.
Well, it's been nothing for a good while now (except for Frank's party piece on LinkedIn) and the start of the new year seems a good time to me.
Out with the old - "we closed 2024 in line with previous guidance" and
In with the new - "2025 will be in the range x to x and not lossmaking"
Something like that would help us tremendously with regard to market sentiment / visibility, but if they continue to run silently with the price each day closing (held?) remarkably close to the opening, then I think even the sceptics will begin to suspect that there might be a reason behind both.
Meanwhile (cue Jaws music please) 25th Nov £250m on a fish genetics plant, same day spending in a $135 million series B financing in Adcendo, a biotech company, Dec 4th participation in a €80 million Series A financing round for Antag Therapeutics, a biopharmaceutical company, Dec 18th led a $100 million Series C financing in SiteOne Therapeutics, a biopharmaceutical company.
To paraphrase what the florist says to Dudley Moore in the Arthur movie, "Where were they when I was selling cars?". Classic movie misquotes aside, that's some spending spree from petty cash. |
posting primarily to get notifications, but following Brucie here from ONT.
Thanks to all past posters for info provided etc. |
How strange. Down heavily at 14:00, then straight up again, after which the 'up guy' gets bored and lets it be dropped to the 420's where it finishes. |
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. |
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