Oxford Biomedica Share Discussion Threads

[dominiccummings] 17/10/2022 11:12

Well, in for a penny.... I've just bought more

[harry s truman] 17/10/2022 10:56

Just a reminder that this was the first trial



The pivotal trial on 10x as many patients is expected to read out in December.

[harry s truman] 17/10/2022 10:45

If anyone would know about politics and vaccines Dom... ;)

Look at the history and most of the big players initially weren't that interested and didn't see covid as a risk until the limitless amount of government money on offer became clear. From that point onward it became American led.

I see the couple behind the Pfizer jab now want to crack cancer with mRNA. I say good luck to them, but I don't think there is too much evidence that they actually cracked covid.

As for OXB and future work, someone once said that the stock market only really does greed and fear, there's no happy medium. Last year we were riding the covid wave of greed and a year later we are in fear mode.

If OXB can deliver the rest of what they listed for Q4 (basically the £58m and then some more manufacturing contracts) then maybe we can turn a corner and put this behind us whilst we wait for the expected malaria work for Serum.

I think the market is only going to acknowledge that one when it's signed.

[dominiccummings] 17/10/2022 10:31

#4081 Can anyone explain why the US products are being favoured (apart from political pressure and marketing). Both Pfizer and Moderna's MRNA 'solutions' have question marks over them, and AZ's jab was the one given in two doses to the bulk of the UK population in the first wave?

[dominiccummings] 17/10/2022 10:28

The share price isn't behaving as if the rumours of Serum Institute and vaccines for Malaria and other conditions was likely?

[badger60] 17/10/2022 10:16

A perceptive post from LSE..
My sentiments exactly.

RE: COVID on the return?1 Oct '22

"Even if Covid returns that doesn't change much for OXB because everyone still uses Pfizer! Only 3rd world countries still use AZ. They should have also invested in developing mRNA vaccine manufacturing capacity, as it would have been significantly cheaper and more profitable than taking over Homology. I don't mind if they go under though, certain people needs their ego's popped there."

[harry s truman] 17/10/2022 10:07

Interesting story in the FT today about the reality of covid jab demand about to land with the favoured government suppliers (aka the US drug companies).

The part which jumped out at me was that as covid vaccine becomes a niche drug for a very specific group of people how the price is going up:-

"The average price per dose next year will rise to $37, which is double the amount charged for Covid jabs in 2021. But prices may be a lot higher in the US, which is moving from government purchases to a private market and where Moderna has said it could charge up to $100 per shot.".



Obviously our covid work is history now (as the Times proclaimed some time ago) but as OXB moves into other vaccines in parallel with its existing vector work, there's a clue there as to the kind of money on the table for other diseases.

[kingzog] 16/10/2022 15:07

https://www.irmagazine.com/careers/six-month-review-emily-holden-oxford-biomedicaA bright and cheery story for Sunday

[effham_hall] 16/10/2022 12:53

I'm probably wasting my breath but just wanted to point out there are 3 companies, OXB,Homology and Oxford Biomedica Solutions. OXB own 80% of OXB solutions NOT 80% of Homology. The put/call options apply only to the remaining 20% of OXB Solutions.

[marcusl2] 15/10/2022 10:53

Oxford Biomedica
@OxfordBiomedica
·
20h
“What is clear to me is that our continued focus on innovation in terms of AAV, LVV and other #ViralVector systems is well placed,” said Dr. James Miskin following #ESGCT2022

[badger60] 15/10/2022 09:09

Three years ago Homology traded at USD26.00 a share. Today its at USD 1.37ps. Diggle really should stop messing with coiled springs and dog VALUATION MEASURES
PE Ratio -28.40
Enterprise Value US$ -120,015,121
Price to Sales 35.0711
Price to Free Cash 2.20
PE High Last 5 Years 0.00
Price To Book 0.30
Price To Cash Flow 57.40
PE Low Last 5 Years 0.00
Price to Tangible Book 0.3

[harry s truman] 14/10/2022 20:46

The team will begin the process of getting its approval for the vaccine in the next few weeks, but the final decision will depend on the results of a larger trial of 4,800 children before the end of the year.

[harry s truman] 14/10/2022 18:35

I think it's likely Dom (I don't know) that when the exercise date arrive for nil cost options then you have two choices - take the shares or take the market value.

Most of the others took the shares, Tim and James took the money. It's their choice and they had their reasons I'm sure. To us it seems a bit mad to sell at a low price, but remember they always have more options coming and paid nothing for the shares, so it's all profit.

Worth noting though that James has just opted to pay rather a lot of money in CGT this financial year which he could have put off until later at no penalty, so I am assuming that he has something which he wants to spend the money on and of course it's his business.

[dominiccummings] 14/10/2022 16:29

#4073 Let us just hope and pray that they have cashed in now because some big deal is due which would preclude them from cashing in after a rise in the SP?

[the lockkeeper] 14/10/2022 16:01

Spot on, always nice to see a director showing true commitment 🙄

[dominiccummings] 14/10/2022 15:50

That is the trouble with 'nil cost' "incentives". They are always "in the money". The major Banks have used share options to incentivise staff for years, but the cost is usually the market price at the time they are awarded. No improvement in value, no bonus!

[harry s truman] 14/10/2022 15:26

We're well into politics now Dom (which never ends well on the bb) but I can't help but think that Boris will be remembered as an 80 seat majority MP, who used that gift from the electorate of this country to usher in as close to martial law as we have ever had in modern times and set us on the path for the astonishingly expensive dream of net zero.

I don't think he's as bad as Blair, but hopefully they will both go down in history as egotistical nest featherers.

In OXB news I see Dr James Miskin sold some of his nil cost options today (or at least notified today).

I assume he needs the money for something but as they were nil cost options where he could have just kept the shares, it seems a bit of an odd time to sell.

[philh75] 14/10/2022 08:16

This is fascinating:

Dame Kate Bingham: ‘Downing Street was indifferent about vaccines’
The former chair of the UK’s Vaccine Taskforce has penned a scathing critique of those who led our response to the pandemic
Read in The Telegraph:

[harry s truman] 13/10/2022 19:07

Same story different source



A phase two trial has been extended to further assess the malaria vaccination. During this period the researchers will evaluate whether additional booster doses are needed to maintain the vaccine’s efficacy over time.

The researchers say they are optimistic that the latest results can also be replicated in the ongoing phase three trial. This trial will involve 4,800 children across Burkina Faso, Mali, Kenya and Tanzania. The results of this trial will be published later this year.

The R21 vaccine was developed at the University of Oxford’s Jenner Institute and has been licenced for production by the Serum Institute of India (SII).

“We are already planning, in collaboration with our partners to take a programmatic deployment of R21 from 2023 on a population of at least 250,000 children in Burkina Faso, in order to accelerate the agenda for the deployment of this malaria vaccination on a large scale in Africa,” said Tinto.

According to the researchers, the SII have committed to producing 100-200 million doses of the R21 vaccine per year, subject to approval from WHO for its deployment.

“This will supplement the only vaccine currently recommended by WHO whose current production capacity cannot meet global demand,” said Tinto.