Oxford Biomedica Share Discussion Threads

[mirabeau] 23/5/2024 11:38

29400 buy @ £3.3350. That's a hefty buy

[harry s truman] 23/5/2024 10:40

Cabaletta have early data out on the 14th of June for 2 trials PB. There might be a little bit of good news in that for us.

[marcusl2] 23/5/2024 10:40

BMS

FDA Grants Accelerated Approval to Liso-Cel for Relapsed/Refractory Follicular Lymphoma

[pharmaboy3] 23/5/2024 10:36

A little bit of reflected glory would be nice!HTTps://www.linkedin.com/posts/cabalettabio_pact-2024enterpriseawards-cart-activity-7199349732584890369-fPGB?utm_source=share&utm_medium=member_android

[dominiccummings] 23/5/2024 09:16

Not much interest today...

... a broker note that suggests a five times growth in the share price doesn't move anyone it seems? WTF!

[dominiccummings] 22/5/2024 17:03

From now I suspect £16'ish

[philh75] 22/5/2024 16:54

X5 upside from their current price target of 7.40?

[harry s truman] 22/5/2024 14:57

That's an excellent point Plutonian.

It all does seem to fit very well for a scenario of some upcoming large malaria vaccine orders over a very long period of time, but (there's always a but) nobody else seems to be talking about the possibility.

So my guess is that somewhere between that theoretical available number of patients and OXB getting the order, there's a lot of infrastructure which needs to be in place first (i.e. it might be a while yet).

[plutonian] 22/5/2024 13:06

Harry,

Would a fill-and-finish organisation for vaccines not count as a CMO. We know of one in Wales with contracts from India :)

[dominiccummings] 22/5/2024 12:14

There's another RBC report out and I particularly like this comment:.....

"We see a further c.5x upside over the next four years as achievable"

[harry s truman] 22/5/2024 11:56

OXB have a job ad out for a director of manufacturing



Read this bit:- "The purpose of this role is to lead, direct and manage the effective performance of a team of MSAT scientists and engineers to deliver technical projects and tasks within OXB, working directly with stakeholders, clients, and third-party Contract Manufacturing Organisations (CMO’s) to ensure delivery is on time and to the required quality.".

and third-party Contract Manufacturing Organisations (CMO’s)???

That can surely only mean that they are looking to outsource / subcontract work?

I can't easily come up with something new where 2 facilities in France, 1 in Boston and 3 in Oxford wouldn't be able to cope.

[harry s truman] 22/5/2024 11:47

It's the (expected) news which is needed really, isn't it?

I think we all suspect there is something looming (no insider trades and such clues).

Whether that is finally the malaria supply order or something completely different - who knows?

But OXB seem to be recruiting a lot of production staff and production is where the money is. They are evidently gearing up to make a lot of something.

Bit of an obvious statement to make, but one day we will get news which changes the guidance - it's just a case of when.

[takeiteasy] 22/5/2024 10:21

We need to launch the assault on 3.40 earlier in the day before the oppo troops wake up and ready their late afternoon defences - some cheery soul has for the past 2-3 weeks had between 20-40k consistently to drop at the close :)

nai etc

[harry s truman] 22/5/2024 09:40

Interesting story from Uganda



So they are dropping RTS in favour of R21 and expect to start in October.

[harry s truman] 22/5/2024 09:29

Much better I'm sure. An awful lot of analysts are very well qualified in what they cover.

Just to play the other hand here for a moment, anyone detached from OXB who saw that at peak pandemic OXB's vaccine contract for AZ was 87% of their bioprocessing work, in part because their routine work had been decimated by covid restrictions, and then decided to walk away - well, you can't argue that it was the correct decision.

Had the AZ vaccine lasted as long as Pfizer / Moderna offerings (i.e. the full pandemic) and carried us until our normal work returned, then they would have been very wrong.

But that's history now and we have since had three full presentations (interims / JPM conference / full year results) saying that the work is back, record revenue / earnings in sight - yet we have a market rating which suggests something worse.

[takeiteasy] 22/5/2024 09:11

Do they understand at all the industry as you do Harry - big question mark for me.

[harry s truman] 22/5/2024 08:48

RBC must have a new note out.

May. 21, 2024, 01:25 AM

In a report released today, Charles Weston from RBC Capital maintained a Buy rating on Oxford BioMedica (OXBDF – Research Report), with a price target of p740.00. The company’s shares closed last Tuesday at $3.86.

Target price in GBP / closing price in USD just to add to the fog of war there.

[takeiteasy] 21/5/2024 19:49

nice spot about the cross over for 20 and 50 MA with the 200 MA

hxxps://disfold.com/stock/lse-oxb/

[mirabeau] 21/5/2024 14:08

We are looking for motivated people to work as Biotechnologists who want to make a difference, delivering advanced innovative treatments to patients with unmet needs and join us at one of our facilities. The purpose of the role is manufacturing commercial and clinical grade viral vector batches within a GMP cleanroom facility.

Our manufacturing team is a critical part of Oxford Biomedica’s operations. We produce multiple clinical and commercial lentiviral vector-based gene therapy products, across seven cleanroom suites in Oxford.

We have opportunities at our Transport Way, Oxbox and Yarnton Facilities.

Your responsibilities in this role would be:

Largescale manufacture of ATMPs within GMP cleanroom facilities including:

Upstream adherent and/or suspension mammalian cell culture, transfection and harvest of viral vector products.
Downstream processing including clarification, chromatography, ultra/diafiltration and fill/finish activities.
Ensuring batch success by working using good aseptic techniques.
Preparing, cleaning and maintaining the GMP facility including performing viable and non-viable environmental monitoring.
Preparation of growth media and stock solutions using portable mixing tanks.
Completing Batch Manufacturing Records in a timely fashion throughout the manufacturing process.
Taking part in continuous improvement initiatives & development of production processes.
Investigating quality incidents, deviations and improving procedures.
Working to high standards of health & safety.

[harry s truman] 21/5/2024 13:33

Really unusual for a trial to start at P2 Xoptimist.

Normally P1 is safety / toxicology and P2 is efficacy and determining the best dose level. P3 proves the most therapeutic dose in significant numbers. CF will almost certainly be a P1 or P1/2 in summer.

Africa will probably need help. Have to be really careful how you phrase this, but the problem was never going to be making enough, the tough part is going to be making sure under 5's in malaria hotspots get 4 or 5 doses on time.

[harry s truman] 21/5/2024 13:27

I would caution that the volume today seems very low at the moment, and that wise men of the woods say that price movements on low volume usually don't mean much.

Anyone spot OXB's latest job ad? - note the plural



I would point out 3 things:-

1) The obvious multiple vacancies.

2) That they recruited 2 of these recently.

3) That they mention Yarnton when Yarnton was always sold to us a a stop-gap with a lease until 2024 and then it would move into OxBox.

So, does this mean they have such need that they are going to renew / extend the lease on Yarnton?

And

What is the need for multiple opportunities in production.

Best answer wins a signed copy of Prince Harry's book. Worst answer wins 2 copies.