Oxford Biomedica Share Discussion Threads

[harry s truman] 09/6/2022 10:24

Not wishing to curse anything here, but after nearly 2.5 hours of trading only 8.5k shares shown traded. Are we going to see the same thing again today with some big trades declared after market closing?

[harry s truman] 08/6/2022 19:08

After the auction today there were 3 trades displayed which to me look like very large trades from earlier in the day - which makes a sensible explanation for my curiosity at the price going up on tiny volume.

Anyway, to my mind that looks like just over £853k bought. Possibly people who have latched onto the bid talk from proactive and maybe something else.

[fhasson] 08/6/2022 13:39

https://www.wsj.com/articles/astrazeneca-covid-19-antibody-drug-found-to-cut-risk-of-severe-disease-11654690004

[harry s truman] 08/6/2022 13:05

I realise that my previous theory about us always creeping up on low volume days didn't stand up to peer review, but we're on an extremely low volume day so far today and look at the chart.

Since the results I've had this idea that we would eventually arrive at a point were everybody who wanted to sell / had to sell would have done it and maybe we are actually there now?

[harry s truman] 08/6/2022 10:20

Not quite what I thought then Plutonian.

When I saw the part where it mentions using drugs whilst data is still being collected, I assumed that meant opening up a drug to people outside of the trials when the trial data already looks really good (for instance the rectal patients in the news at the moment).

I remember Maurice Saatchi pleading in the house of lords (and outside it) for something similar when his wife was dying and there was no treatment for what she had. It struck me at the time that if someone with his connections couldn't change the system then it probably never would.

[plutonian] 08/6/2022 10:05

The £340m Innovative Medicines Fund was announced last July. I assume yesterday's re-announcement is when the money became available.

The new £340m is in addition to the £340m available through the Cancer Drugs Fund. I assume this new money is only for diseases other than cancer.

The money will make available treatments approved by MHRA but not yet approved for routine use by NICE.

[harry s truman] 08/6/2022 09:32

Don't worry, I'm not going to curse the current little price rise.

Interesting story in today's telegraph



Lots of people have been trying to get them to do similar for years (after all, at a certain point what have you got to lose?), but you never know - maybe there will be a genuine change this time.

[marcusl2] 07/6/2022 20:13

Re Taffy`s link, I can`t see them going for less than the £16 recent high.

A trade buyer or investment firm seeking greater exposure in cell and gene therapy, with the ability to “leverage R&D costs”, may be interested in Oxford Biomedica, RBC said.

[marcusl2] 07/6/2022 20:09

Only posting in case anyone knows someone in this unfortunate situation. If I was them I would be enrolling myself.




Modi-1 in Breast, Head and Neck, Ovarian, or Renal Cancer
Recruiting
Open to: All Genders
Age: 18 Years - N/A
Medical Conditions
Triple Negative Breast Cancer
Renal Cell Cancer
High Grade Ovarian Serous Adenocarcinoma
Squamous Cell Carcinoma of the Head and Neck

ASK TO TAKE PART

[harry s truman] 07/6/2022 19:32

Unless my fool-proof Euromillions entry number picking system comes good one day, I'm never likely to be in a position to have to worry about the actual mechanism for / practicalities of buying a very large number of shares.

I have a feeling though, that it's one of those things which is much easier said than done. Similarly I think that the tempting / too cheap price would be long gone by the time you had bought the first 1%.

So the volume today was 114k and that is around about normal for OXB. 96,072,191 ordinary shares in circulation. 1% of that would mean taking 960,722 (can we say 9x the daily volume for rough figures?), then repeat that many times?

I've heard people say that the amount of shares "churned" in any company is a pretty fixed fraction, with the rest in the hands of what we would call long term holders. I've no idea of the fractions, but at some point you can only get more by tempting people who hold them to sell. As a lot of us here didn't sell at £16.78 (or whatever it was) then how is that going to happen?

Surely (and I am just guessing here) the friendly way is that someone as an intermediary gets paid to determine a ballpark figure of what the big holders would take and the board would recommend?

If it's not the friendly way then I'm guessing again that someone just has to offer enough to be able to buy enough shares to get over the line. That's the opportunist scenario from Taffy's link which I just can't see being cheap - but then I would caution again that this is something I have no experience of.

In the simplest terms, and at a time when there is lots of corporate action, with mergers and acquisitions particularly at the gene therapy / CDMO end of the biotech sector, we have lost 70% of our recent share price high. That situation has not gone unnoticed by analysts (and presumably not by potential predators either).

OXB would be seen in a much better light by the market right now (i.e. a better share price) if our only news for 5 months hadn't been a very big spend on Homology funded by a loan and placing.

OXB are a big company now - multinational and a lot of employees - they need a good news flow and it just isn't there at the moment.

Now there may be very good reasons for that (things they know which we don't know) but the market needs something more than that.

[antreg] 07/6/2022 16:38

Jazz lets hope its not an oncoming train.

[jasierock] 07/6/2022 16:17

Taffy100

It has been my worry since the share price started falling again from a tenner. Now at a fiver, I am certain we are on lots of PE's Radars. As Harry says, our saviour should be the large shareholders who are in way above todays price, lets hope they are seeing light at the end of the tunnel!

[harry s truman] 07/6/2022 11:49

Let's leave politics chaps or else it will all end in tears and with gh using the ejector seat. I think we can all agree that 99% of politicians (all parties) are chancers in it for their own ends.

Taffy, (re your link)

That's basically my main worry with OXB, that in the short term someone will manage to get it on the cheap. Countering that we have a lot of large shareholders who would need to be talked around and that doesn't seem likely at the moment.

[dominiccummings] 07/6/2022 11:14

#32376 Typical of the genre. Accusations of lying, but no specific examples.

And:-
"The scale and shamelessness of the lying of the Johnson administration far exceeds the lying about Iraqi weapons of mass destruction and other issues under Tony Blair."

REALLY?

[taffy100] 07/6/2022 10:51

Oxford Biomedica, Smith & Nephew 'vulnerable' to takeover

[harry s truman] 07/6/2022 10:13

Maybe hypocrite is a better word Dom?

I can't speak for anyone else, but knowing that they stood there with the masks on, reading from those podiums and demanding ever tighter restrictions on people who were basically doing nothing wrong - then the revelations that as soon as they were behind the big wooden doors it was all different?

But are we surprised? The world's elite had a beach holiday in Cornwall where only the minions had to wear masks. The pandemic became much less serious in the runup to that in just the same way that we were able to abandon restrictions and declare the virus defeated the moment that the photos of the parties broke.

Personally I hope he gets piles, but what a choice when the leaders of the two main parties are equally unpopular. One struggles with the idea of fidelity and the other makes John Major look charismatic.

That said, I'd take them both over who the Americans are stuck with.

[brucie5] 07/6/2022 10:11

You really need someone to give an example?
In that case, it would be probably a fruitless exercise to show you the nose in front of your own face.
With respect.

Peter Oborne wrote a whole book on the subject - former political editor of the Telegraph, so hardly a Guardian type. Don't take my word for it: check it out.

[dominiccummings] 07/6/2022 09:48

Some (mainly opposition) MPs still going on about Boris 'lying'. I am so frustrated by the inability of interviewers to say "give me an example"....

[harry s truman] 07/6/2022 09:41

I wonder how they work that one out? (the million lives) Presumably the IFR against the number of people dosed?

OXB presenting again this week by the looks of it

[kingzog] 07/6/2022 07:53

https://apple.news/Aygf8J4NVRTaxZ_uCeH0vTQ

[harry s truman] 06/6/2022 21:06

YFM,

I suspect that Claris is only an expert in turning other people's money into hers, with the actual mechanism of that operation being quite flexible. I'm equally sure though that advice on any topic can be obtained for only a small consideration ;)

The world isn't fair and unfortunately I can't fix that. Some of the stories from trusting people who have been fleeced are very sad, but there have always been shysters.

[harry s truman] 06/6/2022 19:23

Dom,

On YouTube on any popular channel there are pretty identical comments where someone says that someone has changed their life with crypto advice and then another name immediately backs that up with a personal testimonial. Sometimes there's a whole chain of comments saying that x has changed their life immeasurably with guidance about y.

It's all a bit sinister in my book and smells like some kind of cult, but it must work for pulling new money in else they wouldn't do it. I guess it's like the scam telephone calls where 99% or more of people will either smell the rat or just tell them to go away, but if 1 in 1,000 will hand over the bank details...