Oxford Biomedica Share Discussion Threads

[marcusl2] 08/7/2022 07:50

Yes H. Maybe at this late stage, GSK changing plans would be like an oil tanker trying to do a handbrake turn.

[harry s truman] 07/7/2022 15:25

Meeting the Challenge of a Pandemic Response: How to Mitigate Risk When Scaling Up GMP Manufacturing

James Miskin, Chief Technical Officer at Oxford Biomedica

[harry s truman] 07/7/2022 15:18

Also today Marcus, GSK shareholders voted to float off their consumer health division. Probably not the best time to do that if we're all honest.

[marcusl2] 07/7/2022 08:21

Merck Is in Advanced Talks to Buy Seagen for Roughly $40 Billion or More
A deal would help Merck broaden its lineup of cancer drugs, currently led by Keytruda

[badger60] 07/7/2022 04:58

What you can say is that AZN is definitely the most produced but unused of all the vax manufacturers.....and also by far the least profitable.

OXB another 3.85 Mio (200 Mio March to March 2023 including 70 Mio loan repayment) cashburn this week, and no new revenue.

[dominiccummings] 06/7/2022 18:35

Past tense icejelly. Nobody wanted them when Canada offered, and now they are out of date.
However, AZ vaccine is the most used around the world, so probably still a decent 'after market'.
Macron, the EU and Merkel did enough to bad mouth them until they both changed their minds. The US haven't yet approved it. Pity they clearly didn't do similar due diligence on the Pfizer vaccine.

[icejelly] 06/7/2022 18:04

Millions of AstraZeneca vaccines binned because no country wants them

[dominiccummings] 06/7/2022 17:02

AZ 3 year deal
Reminder of 5 years NVS just renewed
Multi year BMS

[harry s truman] 06/7/2022 14:37

Anyone want to take a shot at why we're up 6.5% / 30p on a wet Wednesday for no apparent reason?

Entries including the words "deal news tomorrow" and "takeover rumour" will be highlighted as Garudian Picks.

[dominiccummings] 06/7/2022 13:38

No ideas. No facts. Spewing the same old rubbish. That's bodger.

[harry s truman] 06/7/2022 11:29

The market analyst Liberum, in a note yesterday, said that it has put at least one bear argument to bed as it retained its buy recommendation and target price of £13.90 - the Oxford Biomedica share price currently stands at 450p, implying massive upside potential.

In the note Edward Thomason at Liberum said: “This new deal provides a path for generating revenue beyond 2022, although there is no reservation fee as part of the new master service agreement.

Thomason added that the deal gives partial answers to one of the bear concerns for OXB, showing that OXB can deliver on high-quality adeno-viral vector manufacture and secure repeat work.

“OXB’s shares have fallen significantly from last year’s highs despite good strategic progress in shaping the core CDMO (Contract Development and Manufacturing Organisation Outsourcing) business. However, OXB now has significant capacity in place in the UK and US, and needs to deliver new collaborations to capitalise on this opportunity,” he said.

Danni Hewson, financial analyst at AJ Bell recognises the potential upside from this extension but is keen to point out a number of uncertainties too.

“It’s clear that the fortunes of Oxford Biomedica are currently tied to the spread of Covid-19. Will governments decide to implement a fourth vaccine rollout, will variants require constant adjustments and will a covid jab become a permanent part of our winter health prep?”

She adds: “The extension of a partnership with AstraZeneca is potentially fantastic news for the company’s revenue stream. It had warned investors to see 2021 as a blip and said the outlook for future revenues had shrunk which is predominantly behind the 63% drop in its share price since the start of the year.”

“A further rollout would change the calculations and analysts see a huge upside to this company. But there are no guarantees that this jab would form part of a Western covid protocol and the drug is still not cleared for use in the USA. However, the events of the last few years, coupled with warnings not to be complacent does focus minds and present opportunities even if there are no guarantees.”



Sort of says it all really there (the market's view of OXB). Our pipeline is 24 lines, only one of which is the AZ covid vaccine but even so a financial analyst says "fortunes of Oxford Biomedica are currently tied to the spread of Covid-19".

[badger60] 06/7/2022 08:35

CummingsDon't be so stupid, you're the one that's doing most of it.......

[harry s truman] 05/7/2022 21:57

It's not us PJ. It would be nice if it was and I wish them well, but we don't have a deal with Transgene and it says on their website that they use MVA (not LentiVector or AV or AAV) so definitely not us.

[pj84] 05/7/2022 20:16

The research is very early stage and we all now how promising early stage trials can stumble at any stage and even if it doesn't it will be many years ahead before any such treatment can pass all of the relevant trials and get approval but if this does eventually get there it would be very significant in personalised cancer treatment.

The trial is being run by Transgene and it mentions using technology used in the Astrazeneca Covid vaccine and it made me wonder because of the OXB involvement whether it might be using an OXB vector or not. I haven't done any research but wondered whether anyone on here may know or have a considered thought on that.

If OXB is involved on a research basis and this does ever succeed it could finally be that picks and shovels moment for OXB or whoever is involved in it.

[dominiccummings] 05/7/2022 18:39

Could you be a bit more specific the_doctor, directly to me if you like. Seriously.

[marcusl2] 05/7/2022 15:17

Imagine if Trovax had done this, where would we be now?

[marcusl2] 05/7/2022 13:07

Crazy. He maybe did OXB a favour by highlighting any weaknesses.

Glad it was not the Chinese!

[harry s truman] 05/7/2022 10:47

Some of these names would be a terrible hand in Scrabble Marcus.

In other news, imagine going to the trouble of blackmailing OXB, making such a mess of it to get caught, then having your barrister go on strike when it gets to court.



I'm not going to let this guy pick my Euromillions numbers for tonight!

[marcusl2] 05/7/2022 10:37

Yes H, again immunotherapy working its magic. They said it was an experimental medicine combined with Atezolizumab.

Atezolizumab, sold under the brand name Tecentriq, is a monoclonal antibody.

[badger60] 05/7/2022 10:36

Another 3.85 Mio quid will be burned by the end of the week.....