Oxford Biomedica Share Discussion Threads

[catch007] 09/10/2022 14:45

I think £10 sale price in 12 months looks like a real stretch at current share price jezmundo, maybe you are a future sweep winner! Hopefully you are correct as the share looks heavily oversold.

[jezmundo] 09/10/2022 13:31

My future financial plan has the remainder of my holding sold in the next 12 months. I am not looking to reach the stars but would expect a 10 pound sale minimum. H and Co, Keep up the good work.

[harry s truman] 09/10/2022 10:07

Apparently Bill Gates was in the news again yesterday repeating the WHO line that the malaria vaccine manufacture should be a global affair and not all eggs in one basket.

Quite how that stacks up against Serum's plans for a future 2bn dose vaccine factory I'm not sure.

I'm guessing that Serum, having made one fortune out of coronavirus, and now that we've established globally a precedent for locking populations down for long periods of time, are seeing an opportunity to do much better in the "next" pandemic...

[harry s truman] 09/10/2022 09:58

I'm not sure what this is but it was released on Friday



May just be a regulatory formality, but it does say human use (not investigational).

[badger60] 09/10/2022 03:01

GigabitYou're wasting your breath with Cummings and the zealots.....which is why you started your own thread in the first place. As I said before you come out with reasoned arguements........which get slated by the zealot cretins If Cummings thinks that being heavily indebted is good....I'm sure that OXB will oblige with more...... they'll probably have no choice.

[blinddarts] 08/10/2022 23:05

I'm glad to see that some places still call last orders at the traditional 10:30.

[qnq] 08/10/2022 22:46

Gigabit, the whole market crashed on Friday on US data.
youre arguments always negative, not seen a single positive one. why dont you look into how the company positioning as a global leader in the lenti vector. have you read aboit the follicular leukemia? or you read and ignored it!
this company is becoming more american and away from the rubbish and destructive UK investors and their hedge funds that short to cause pain without thinking about the damage they cause. bet you people in these hedge funds never think cancer can knock on their doors or doors of people they care for. peob you think the same.
I am long this company and I repeat my view, in the US it will be worth $3-$5 bln.

[dominiccummings] 08/10/2022 20:58

All of the above is 'potential', but you won't contemplate that will you. I believe they decided they didn't want so much cash as quickly as they had arranged, and if the market is concerned about cash, then rearranging it to deal with that at a modest extra cost is worth it.

[marcusl2] 08/10/2022 20:38

and no longer mates rates!


Malaria and Flu vaccines Last For One Year therefore ongoing revenue. The analysts and market will love that.

[harry s truman] 08/10/2022 18:24

It's not really old news though is it Jez?

I think the real cash position in OXB at the moment is about £30m. Pretty soon we get another £58m (ish) to add to that and yet OXB see a need for $50m more from Oaktree with an option for another $25m again.

That's an awful lot of cash for a company which did its big Boston spend in H1 and said that H2 had 90% of its projected work in and would be close to breaking even.

They must want the cash for something and I've shot some ideas off in various directions. Marcus evidently thinks there will be some spend in kitting out the fallow half of OXB with the production suites big enough for the 2,000 litre bioreactors which we currently have none of, but they do talk about in the presentation video.

I agree that we need to wait and see, but Serum are definitely up to something in the UK in reserving one of our bioreactors and entering a joint venture on a fill and finish line here.

[gigabit] 08/10/2022 18:06

But is the RNS good news? A USD 85 million loan has been replaced with a USD 50 million loan at a 25% higher interest rate. Furthermore USD 35 million of the original loan has been repaid to Oaktree effectively leaving OXB with a USD 50 million debt and USD 15 million with which to repay it, plus interest of course which will total around USD 15-20 million over the four years. There is also a further option to borrow another USD 25 million which would, probably, cover the cost of meeting the Homology put option sometime between now and 2025. So no reduction in debt and an increase in interest payments. Is that really good news?

[jezmundo] 08/10/2022 13:15

That article is from August, it's old news, i know you are deep in, but relax and be patient.

[dominiccummings] 08/10/2022 12:29

That's a splendid find Marcus!

[marcusl2] 08/10/2022 12:17

Serum Institute of India (SII) may make “flu or malaria vaccines” at the Oxford Biomedica facility at Oxbox near Oxford, said SII CEO Adar Poonawalla.



SII is building a future pandemic facility, which will have an annual capacity of 2 bn doses

Serum Institute of India | Malaria vaccine | Flu






A confirmation RNS would surely give the share price quite a boost!

[dominiccummings] 08/10/2022 11:07

Aye gigabit, but that takes into account the traditional OXB share price response to a good RNS. Up in the morning, close down!

[harry s truman] 08/10/2022 10:51

A picture painting a thousand words there Plutonian.

From a patient's point of view a significantly smaller chance of a storm reaction, but I guess it will still be the doctor's choice and in the US (biggest market?) brand incentives are perfectly legal.

[gigabit] 08/10/2022 09:24

DC - that certainly was an impressive market response - once they had crunched the numbers it was back to square one.

[badger60] 08/10/2022 06:42

Fwiw...FIXX (Homology)

3 year share price...........USD 26.00+
....................today...........USD 1.46

[badger60] 08/10/2022 06:30

Yep....another good point, OXB are tied into shelling out for the final 20% of Homology in (now) less than 3 years. Not much incentive to do well....... guaranteed pay off. Have you noticed how all the US Homology Phd brothers are joining hedge funds after managing and then leaving companies like Homology?

[badger60] 08/10/2022 02:14

I see they've ripped off mugs at 20 PPS on the OBD new issue........it was trading at 10pps 2 months ago. Just a matter of time and it'll be back down there again.