Oxford Biomedica Share Discussion Threads

[harry s truman] 13/6/2022 20:36

Good volume today Dom, c250k shares and no huge trades after close.

About the only thing I can type with some certainty is that all the big holders are sat on their shares as we have had no change in holding RNS bulletins.

So based upon that I would guess yes, smaller PIs selling, but the largest proportion of our daily trades are always bots anyway and I think it's lots of things at the moment - and probably another PD drug still in early trials won't be one of them.

I think it's just all a mess at the moment - the Ukraine, the huge amount of money they burnt during the pandemic, interest rates, etc. There is no confidence out there and a huge number of shares are getting battered.

OXB could help themselves immeasurably if they managed to turn any of the prospects they have told us about into deals, but we are sadly lacking those at the moment.

[dominiccummings] 13/6/2022 20:11

Any volume today Mr President sir? Or is 7+% down simply to a few small PIs frightened by the news of a PD development?

[harry s truman] 13/6/2022 19:43

Evening PB,

There are loads of companies working on PD drugs, but OXB's drug (returned from Axovant / Sio which they say they have a couple of people interested in already) is a one shot gene therapy treatment.

So a one off treatment which is targeted at the end stage patients whose current only option is DBS (deep brain stimulation with electrodes and a wearable electronic device).

The Denali Therapeutics Parkinson's Drug looks like it is an oral drug which if successful would be taken as a regular medication to control the disease.

They are not really chasing the same market imho.

[badger60] 13/6/2022 18:35

timax333
Fill yer boots mate. This has got 20 quid written all over it for next year.....;+)
In fact it'll be 25 quid (it's actually for the 250pps party)......ask tuco and he'll invite you . How bad's that then??!!

[badger60] 13/6/2022 18:28

DC
I don't think what you say here counts for much these days considering your recent highly overinflated OXB forward price predictions..........but it still would over on gutterHarry's thread...........hot and sunny here again today..........

[timax333] 13/6/2022 18:25

Bought back in today....sold quite a few at 14...but still backing £20 by this time next year.....hang on for the rollercoaster ride....the near future isn't too positive with covid withdrawal symptoms ect ...but long term exciting

[timax333] 13/6/2022 18:25

Bought back in today....sold quite a few at 14...but still backing £20 by this time next year.....hang on for the rollercoaster ride....the near future isn't too positive with covid withdrawal symptoms ect ...but long term exciting

[badger60] 13/6/2022 18:13

Tuco could well be in there shorting it..... especially if he's got the 70-98% share price decline sniff from Bluebird..............

[dominiccummings] 13/6/2022 17:54

Are you PAID to behave like an idiot Badger? Or, is it just your natural state?

[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.