Oxford Biomedica Share Discussion Threads

[badger60] 13/6/2022 17:17

.......and Harry's talking about the weather...........

[badger60] 13/6/2022 17:14

I'm surprised the share price stayed so strong.......still, the message is starting to filter through.....about a chief cretin who's willing to part with over 35% of the current OXB group market cap for a US non revenue productive dud company...........

[stocktastic] 13/6/2022 17:04

Pharmaboy

No, the twitter PD news is very different
Indeed, it is unlike any PD approach before, aiming at a new target and as far as I'm aware, a new mechanism of modulating lysosome dysfunctiom. Off hand, I'm not clear if that is hoped to provide symptomatic relief or slow/stop disease progression. I would think the latter and that they hope to stop the root of the disease. ProSavin is thr former.

As opposed to a gene therapy, this new candidate inhibits a phosphorylation enzyme target. An approach used in many cancer therapies.
The risk with kinase inhibitors is that they can affect other similar targets, causing side effects. Similarly with this being a new target, blocking it could have unintended imapcts somrwhere in the pathway. Long term, there could still be unassessed risks, but the news suggets progress.
Not necessarily a 'breakthrough' at this point imo

[pharmaboy3] 13/6/2022 16:44

Anybody know if this PD breakthru is of similar tech as SIOX old program Thanks allHTTps://twitter.com/medical_xpress/status/1536365279487336449?t=Aa8RcugtxjJIj6_q1yxWBA&s=19

[badger60] 13/6/2022 13:00

Anyone looking at sub 4 quid ps next week.......DC??...(Bluebird)....
It wouldn't surprise me if Doliveux was, as he's more than happy to chuck away 150 Mio quid for 80% of a 25000 sq ft US cashburner.

[badger60] 13/6/2022 12:45

Worth posting the finals day share price guestimates from next door (I assume we are talking close of day price). 3 business days to go and it looks like only 2 out of 21 are in the running given current 650p share price ATM my money (excuse the pun) is leaning towards digger being the nearest on the day...
I put my guestimate in at 600p which currently looks a bit on the low side.... However, much can happen in 3 days with volatile stocks like OXB......and andy97 could well end up being the winner, or so could Gareth Jones.....after all it was only 5 months ago that OXB was nearly 17 quid a share!.........so who knows? (I notice that nobody chose 810p.... probably not a lucky number, understandably).


540 andrew97
600 badger60
610 diggerb1
678 squidsgone
705 catch007
746 Northstand
750 2upthespurs
760 Jasierock
768 Verbatim
778 marcus
780 sturichardson
789 Effham_Hall
799 sharelog3
800 blinddarts
835 DominicCummings
875 stcsnatter
880 pharmaboy3
888 hst2
911 timax333
1000 gutterhead
1066 bunlop
1314 Gareth Jones

Not very"aware" here, were you DC....

[badger60] 13/6/2022 12:32

Now then DC.....what was your finals+ 1 week share price forecast?..;+)

[badger60] 13/6/2022 12:30

Costs go up... revenue goes down....so does the share price ...look no further than OXB.....

[dominiccummings] 13/6/2022 12:29

Some may be aware, but you are too stupid.

[badger60] 13/6/2022 12:28

DCYou can call them what you like. I can assure you that we're all aware of the difference between a profit and a loss.......and costs Vs revenue......

[dominiccummings] 13/6/2022 12:20

badger, you seem not to understand the concept of margins, net profit, and so on? Pointless me answering you with sensible points.

[badger60] 13/6/2022 11:39

It shouldn't be too long now before Harry will start posting about the successful exploits of William the Conqueror to entertain the OXB zealots.

[badger60] 13/6/2022 11:24

DC
Money is what it's all about.....even (especially) in the bio tech industry (Bluebird). The OXB management spent a lot of time crowing about AZN revenues.......but have strangely gone very quiet now that revenues going forward are likely to be minimal......so yes....I do place a prime importance on earnings Vs outgoings.
My guess is sadly there doesn't seem anything to crow about revenue from the inept management that's going to please OXB shareholders.
1 - 10 = - 9

[badger60] 13/6/2022 11:07

Perhaps it may do Harry and his mates in circumspect to take a gander at the 2 sp, (finals + 1 week) guestimates competition, and ponder over the complete inanity of it.... virtually in its entirety. (Tuco's party will have a much cheaper entry fee.....)As for the future broker 12 month share price forecasts......(One at 25 quid!?).......oh dear!!!!

[dominiccummings] 13/6/2022 11:00

#184 Can't give you a figure badger, but you seem obsessed with a single sales figure. The AZ work (of which we may get more) is at a very low margin, the manufacturing work at a 'normal' margin, and the development work at a higher margin.

[badger60] 13/6/2022 10:32

Based on 2021 figures and the 70 Mio Oaktree loan repayment ( due in March) the OXB group need revenues of circa 200 Mio quid to break even. We are now half way through the year.
Perhaps an update is more than warranted from an inept management, who could enlighten shareholders as to how far short anticipated revenue is going to be to cover overheads.
One thing is for sure........the next share issuance isn't going to be priced at 810p.....

[harry s truman] 13/6/2022 09:03

Well Taffy, that good news didn't seem to reflect on us at all this morning. A lot of trades first thing, mostly tiny. I'm certain that OXB could fix this sentiment with new business news, but where is it? Ah well, at least the better weather is here.

[taffy100] 12/6/2022 17:53

Novartis five-year Kymriah® data show durable remission and long-term survival maintained in children and young adults with advanced B-cell ALL

[harry s truman] 12/6/2022 13:16

I just consulted the stock market almanac (unabridged version - hardback) and it said that Monday the 13th is always a good day for news if it falls in June. Let's hope that OXB have read the same book.

[badger60] 12/6/2022 00:01

DC
I hope that you are right and OXB are able to produce the revenue. A couple of confirmed "AZN revenue generating type" lucrative contracts would be welcome.....indeed vital....and time is running out.
How much revenue do you anticipate coming OXB's way this year in the next 10 or so months coming from those 3rd party relationships cited in your #180? To date they have been ongoing, most in early stages of development, and so far only generated a pittance revenue wise.... arguably currently some being more costly than income value added.
On paper the only Homology "revenue" is the return of the 19 Mio quid gifted to them by OXB in March 2021.

[dominiccummings] 11/6/2022 21:12

Does she know about Biotechnology?

[dominiccummings] 11/6/2022 18:32

Could be from the 6 products in hand for Novartis, the 6 they are working on for BMS, the work for Boehringer, or Beam, and a few more. All on good margins. Still a possibility for more Covid vaccine production too.

[marcusl2] 11/6/2022 09:50

Just as well Errol Flynn is not about trying to get car insurance cover then !

“I like my whiskey old and my women young.”