Oxford Biomedica Share Discussion Threads

[timax333] 12/8/2022 17:21

Finished up on a Friday.....that's really good news..the city boys normally cash in Friday pm to get a few bottles of moet on the way home.....need a bit more good news ..deal ect from the board...its all gone very quiet ...still glass half full

[harry s truman] 12/8/2022 10:18

These are good questions Dom. Unfortunately I don't have a good answer. I've noticed that the last few mornings the displayed price is higher than the bid and the offer. Nothing happens for a while and then there is a little run of trades and normal service resumes.

I expect that all will become clear in the fullness of time. OXB are doing OK for news now and of course the forthcoming sale and leaseback means that even our less charitable critics can't conjure up a potential cash emergency situation, but more news would be nice.

Every piece of news from now on helps OXB shed the curse of having done a good job for the ending coronavirus effort which the market now seems unable to separate us from.

[sharelog3] 12/8/2022 10:16

DC The first trade today was 1 share @ 515 it was downhill from there.

[dominiccummings] 12/8/2022 09:31

Up over 5% then down almost 2% - 7% difference. How does that work? A large deal being 'worked through'?

[badger60] 12/8/2022 07:56

All those poor sods who bought 80 Mio quids worth of OXB shares to purchase the Homology fiasco.....at 810 PPS...ffs!!
...when the market price was much less than a fiver!!

Still all the 810p shares are being taken care of in a Barclays nominee account.....just like all of Diggles SCLP shares were....so that's all right then....

Does OXB actually own any material assets, or property? Or is it all run on the knock......totally reliant on new share issuance and loans.........it certainly isn't surviving on earned revenue!!!!

[badger60] 12/8/2022 05:36

Another LSE post from Be4c about Peel Hunt

: RnsThu 14:05

@ shatter - quite agree about Peel Hunt; don't need to change too many letters to get what I think of them too :)

OXB don't own their premises.....so they can't sell them and then lease them back....please don't tell me that the OXB management have spent 50 Mio quid upgrading the OxBox building....and they don't even own it......ffs!!!
200 +Mio quid annual cash burn including a 70 Mio quid loan repayment next March........and no revenue worth talking a about.
Now we find out, unsurprisingly, that all is not joy at OXB and people and are leaving, with those that haven't managed it who want to.

Sell up now....or wait for the next fundraiser.....


Diggles kiss of death stock portfolio.....OXB..OBD..PRM.

[harry s truman] 12/8/2022 00:26

Nice to see you back gutterhead.

It can take a very long time to recruit a CEO these days and presumably they have been trying to get the right people interested since that scoop Times article about OXB seeking a replacement for JD (over a year ago now?).

There has to be a slim possibility here that we never get one (another permanent CEO) as earlier in the year I think most of us agreed that if there was ever going to be a bid for OXB then losing 70% of the recent high share price would likely be a trigger.

It obviously hasn't happened yet but presumably any interested parties will still be there and at some point then some event tips the balance. What that is I don't know, but once OXB is in play then all kinds of possibilities arise. OXB as a division of XYZ Plc would surely have a division manager (or VP) and not a CEO?

[gutterhead] 11/8/2022 17:27

Good afternoon all, I’m still here 😊Stuart̵7;s obvious normality disadvantages his application.
Track record, credibility and experience versus some of the “woke qualities”R30;… I’ll get my coat

[philh75] 11/8/2022 17:06

#3647 interesting Marcus. We can support the CAR-T work, just thought, do we also know about oncolytic virotherapy as well? Has Oxb mentioned it?

[badger60] 11/8/2022 14:59

If this guy Jamieboy2 who has worked at and posted about OXB on LSE is right.....it sounds like the wheels are falling off..............

[badger60] 11/8/2022 14:47

I know what Cummings and Diggle must be thinking......."Not PRM all over again......please!!!!"

[marcusl2] 11/8/2022 14:43

I agree about combinations . Plenty more work should be coming in OXB`s direction.




Combination therapies with CAR-T therapy are one of the most promising therapeutic avenues in cancer cell treatment. These approaches couple CAR-T cell therapy with another therapeutic agent, such as a checkpoint inhibitor, an oncolytic virus

[harry s truman] 11/8/2022 12:49

phil,

For what my opinion is worth I don't think there is anything in that for us.

I just looked on the Wikipedia page and it looks like there is no need for a vector.

I think the antibody and PD (programmed cell death) are different approaches to the same problem which CAR-T targets, but you might find out one day that the panacea is actually a combination of multiple therapies at once as cancer cells seem to be very good at adapting to / evading just one form of treatment.

[badger60] 11/8/2022 12:28

This mess doesn't justify a mkt cap of 100 Mio quid....never mind 468 Mio.......

[harry s truman] 11/8/2022 11:59

Grum,

To my mind Stuart is the obvious heir apparent (accountant like JD, good record with OXB and an already known quantity, etc.) but they might be facing a diversity hurdle which Stuart can't meet. Might take quite a while to find someone who ticks every box.

[badger60] 11/8/2022 11:39

It sounds like a right can of worms......

[badger60] 11/8/2022 11:35

jamieboy2 poster on LSE


Oh dear this is not good news at all. Perhaps Diggle as a major OXB shareholder would like to comment .......


RnsWed 12:30

"as someone who has recently left OXB i can inform you that they do not own OXBOX, it was leased and neither do they own ISIS house next to Windrush. In addition as key staff leave they are not being replaced and the moral of the staff is very low and a large amount of the staff are looking to leave. The staff have no faith in the management and it is only going one way and that is down"

[grum1955] 11/8/2022 11:29

I agree with Marcus2, never post to much good news in one go.
Imminent announcement of new CEO, AstraZeneca contract update, Novartis news ..... more to come .... exciting times! Just waiting to purchase a further possible 10k of shares.

[philh75] 11/8/2022 10:48

Interesting Marcus, I wonder if AstraZeneca will require viral vectors too? I’m not sure I understand what CAR-T enablers are?

[marcusl2] 11/8/2022 09:41

There are two rules in life:

1- Never give out all the information

[pharmaboy3] 11/8/2022 07:18

AstraZeneca PLC - Acquisition of TeneoTwo completed #AZN @AstraZeneca HTTps://www.voxmarkets.co.uk/rns/announcement/178d4361-b3ca-4d40-a904-d9b21c60a8a6 #voxmarkets

[marcusl2] 10/8/2022 20:07

Bristol Myers Squibb and 2seventy bio Announce Topline Results from KarMMa-3 Trial Showing Abecma (idecabtagene vicleucel) Significantly Improves Progression-Free Survival Versus Standard Regimens in Relapsed and Refractory Multiple Myeloma
Abecma is the first BCMA-directed CAR T cell therapy to demonstrate superiority versus standard regimens in relapsed and refractory multiple myeloma

“Results from the KarMMa-3 study clearly demonstrate the clinical benefit of using a CAR T cell therapy earlier in the multiple myeloma treatment paradigm,”

[icejelly] 10/8/2022 16:30

Until we find the first 32582 was an error corrected by the second 32582, then the originally intended trade of 32354...

[harry s truman] 10/8/2022 14:22

Bigger volume day today. Not in the total number of separate trades, but £676,948 in just 4 of those which is quite unusual.

All this leads to 217,338 shares traded in total so far today.