Share Name Share Symbol Market Type Share ISIN Share Description
Oxford Biomedica Plc LSE:OXB London Ordinary Share GB00BDFBVT43 ORD 50P
  Price Change % Change Share Price Shares Traded Last Trade
  40.00 7.78% 554.00 46,555 16:35:29
Bid Price Offer Price High Price Low Price Open Price
550.00 552.00 551.00 510.00 510.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 66.78 5.01 11.57 47.9 425
Last Trade Time Trade Type Trade Size Trade Price Currency
16:49:34 O 810 547.629 GBX

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Date Time Title Posts
23/10/201900:27Feck off the_doctor5,004
10/10/201912:47Oxford Biomedica1,354
08/10/201919:01Oxford Biomedica - a PROFITABLE Bio!11
26/9/201922:25Pharma stock to watch2
20/9/201909:27The hypocrites thread85

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Oxford Biomedica (OXB) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2019-10-22 15:49:34547.638104,435.79O
2019-10-22 15:46:19548.1384460.43O
2019-10-22 15:35:29554.002,83415,700.36UT
2019-10-22 15:29:54550.001793.50AT
2019-10-22 15:29:49550.00174957.00AT
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Oxford Biomedica (OXB) Top Chat Posts

DateSubject
22/10/2019
09:20
Oxford Biomedica Daily Update: Oxford Biomedica Plc is listed in the Pharmaceuticals & Biotechnology sector of the London Stock Exchange with ticker OXB. The last closing price for Oxford Biomedica was 514p.
Oxford Biomedica Plc has a 4 week average price of 495p and a 12 week average price of 461.50p.
The 1 year high share price is 793p while the 1 year low share price is currently 461.50p.
There are currently 76,738,168 shares in issue and the average daily traded volume is 59,998 shares. The market capitalisation of Oxford Biomedica Plc is £425,129,450.72.
08/10/2019
18:52
fp optimist: Yes, it's a fun chat room, but I am still interested in looking for problems, whether Harry thinks they are there or not. I'm an outsider in bio-tech, but not entirely innocent of the game of growing businesses and venture capital (I was once a Director of Oxford Ventures, under the founder, Martin Wood of Oxford Instruments). So the dynamics of the Oxford Biomedica share price and the company's impact on medicine still interest me. In biotech, I punted on Oxb, Abcam and Horizon Discovery some time ago, and have been trading in and out for some time. Oxb is of course my favourite for personal reasons, and rather than just the promised rush of licencing deals, I'm interested in other matters that affect overall success: Improvements in Gross margins and ability to produce at reasonable cost; the treatment circles that get the dosages and types of treatment right; the successful use of IT in biotech. So, Oxb pivoted on production and vectors. That was great, but despite repeated good news from Marcus and Harry (which has been much appreciated), we are now waiting for the upward trend in the share price to be resumed. Beyond that I'm surprised at them wanting to show a loss in 2019. After the previous year. I can't believe they can't show sufficient revenue growth to concoct a profit this year.
29/9/2019
11:52
harry s truman: I am hopeful SD, but this isn't a lottery. Regardless of what our occasional visitors say, OXB has an awful lot going for it. As you and many others have rightly said, the share price doesn't reflect anything like OXB's best ever (current) shape. There's not a lot any of us can do about that. Beanol and all the other good sorts here who travelled to the AGM got the same story from JD - that he's since given to a Times journalist. He will be reporting news this half (which on Tuesday becomes this quarter). What happens with Axovant is beyond our control but there's every reason to be positive following the first cohort data. We repeat this a lot, but OXB is now a company with no debt, making money in USD from a partnership with one of the world's biggest pharmaceutical companies in an exciting new area of medicine which is growing in sales every quarter. This is all going to be fine. Whether Axovant or any of our other partners go on to make this story brilliant remains to be seen, but the story is good regardless of what the share price might lead you to believe. Worst case here: Aside from making himself look a bit daft, if JD broke news of another deal on the 16th of January instead of the 3rd of November - for people like us who have well over a decade in the owner's club, would it make any actual difference long term?
21/8/2019
20:31
catch007: Interesting to note how the commentary has changed as the share price has pulled back. I am a LTH as many will know and I retain full confidence in the management team. Each of the deals announced to date has been very carefully structured & negotiated, usually an upfront payment, manufacturing royalties and sales commissions, over and above this there is substantial partner financial support and investment commitments all of which derisks the company. OXB continue to go through a huge scale up programme the complexity of this task should not be underestimated and this will have a major impact on senior management time. Like many I am keen to see new positive deals/partners/licenses being announced and perhaps there was a slightly misleading picture presented on the anticipated pace of such announcements. With such a strong pipeline I do not doubt that we have good news announcements in the near term that will move the share price north again. A CNBC commentator today made a telling point that during the Brexit period the UK is being viewed more like an emerging market by international investors, OXB is not immune to market volatility. It is of course now profitable and at the forefront of leading edge medicine treatments and there will always be a demand irrespective of trade issues for life saving therapies. Whenever I see some negative sentiment expressed ecall why I bought into this company in the first place. It saves lives now and will save many more in the future so I will continue to put my faith in the OXB team management team.
04/6/2019
13:32
stocktastic: I don't think it is bad - high debt is never attractive, but particularly not with a high interest I just feel many small bios readily give out stock at low prices without really acknowledging the long term impact on share price that has. OXB's view may be that this opportunity was on the table, so they took it, but that doesnt fit with confidence in the outlook to me. ie. if confident the share price will be at £10+ in 6 months after a further NVS deal and ProSavin 2 data, then they could have done a rights issue at say £9, which would have given a lot less dilution and allowed existing holders to take part. (I guess not dissimilar to them issuing masses of stock around the 2p level before the first Novartis deal and the share price rose above 10p in old money. A mistake in terms of dilutive effect, but all investors were allowed to take part, so the impact is offset. The difference then is that they had to raise cash to survive)
13/3/2019
08:45
biopop: iirc the oxb share price usually goes up in advance of results and then falls afterwards so not sure what happening at the moment. Would be good to know what/if anything they plan to do with the eye products and will be interesting if they say anything about Nasdaq and if we are close to new deals!
09/2/2019
11:21
fp optimist: The discussion of the Sanofi news is IMO reassuring. I'd love an announcement of own development or new partner. With a big exposure in my portfolio, though, I am still concerned about how OXB I shape my OXB investment. Especially when I see such drastic adjustments to such piddling news. OXB is small, but needs to command a higher value if it is to avoid being taken over at a derisory price. If you think this a stupid point, look at the problems of Horizon Discovery over the last year after a run on their share price. For me, Sanofi's behaviour shows you can't get rid of risk by licencing your product. It's not just that you can't win them all, but also that by licencing you may fall victim to external factors and what goes on in Sanofi. OXB's share price has shown to be extremely vulnerable to bad and questionable news and resistant to seeing progress. Other companies come out fighting. For example First Derivatives last week came out with their response to sustained share price decline, shorting and even chat room accusations. They went for revised bank borrowing and a Capital Markets Day that looked excellent from the outside, even if it basically confirmed one's own analysis. In OXB's case, I'd love to know what the shorting position is. Can anyone point to where you can get free data on shorting and possibly long options? My last source now charges. What I'm afraid of is someone lining up OXB for a cheap acquisition in April, and hedgies playing a simple game of shorting to make the acquisition more attractive to the buyer and the premium to look good. The losers are the shareholders. The technique would produce low 6-month moving average share price of £7 or below, to a key data of around 29th March when everyone is too excited, depressed or annoyed to care. The model is the much bigger and even more political ARM acquisition July 2016, immediately after the Brexit referendum.
15/11/2018
22:38
marcusl2: HTTps://youtu.be/PhTbzc-BqKs?t=1292 (OXB share price next year)
05/10/2018
09:58
stocktastic: If OXB values its stake at $4m, then the company valuation will be $500m Will be interesting to see how Orchard prices. I feel OXB likely undervalued and the IPO cap will be $750-1000m That will give OXB a further valuation gain So, reading the RNS today OXB gets a low single digit royalty from Orchard I had assumed 1% below My view was that Orchard is worth about 30p on the current share price. That still seems in line with what we know about the deal and Orchard. That said, if OXB doesn't take part in the IPO, then it will see its stake further diluted. I have always said that posters get over-excited about Orchard and ramp up its possible contribution (actual contribution even lower) to the valuation. I wonder whether the Orchard backers will be offloading any stock in the IPO, or as they suggest, using the proceeds for development I was amazed to see how much Orchard spent last year - clearly they're really driving things forward, which is what they need to do and why they need the IPO to fund it further. --------------- stocktastic - 15 Aug 2018 - 18:29:54 - 30773 of 30805 Oxford Biomedica Bulls Only Thread - OXB From what I can tell, OXB has a 0.8% stake in Orchard and at this recent fundraiser, the company was valued at $750m Allowing for the fundraiser being at a discount, you could perhaps say the company is valued at $1000m OXB's stake would therefore be worth say $8m presently If Orchard performs as hoped with trials (data certainly look good in several cases and it's ex-vivo, reducing safety risk), then OXB's stake would be worth $15m NPV, growing to $30m over time. Clearly that's a way off and carries risk I would estimate OXB to be in line for $50m royalties NPV if all of the trials succeeded, assuming in line with Orchard's planned base scenario. That figure would grow to be worth $100m over the passing of time. At present, I'd say that OXB stands to have a total of $6m present share value and $20m NPV of the royalty stream if 1% royalty is appropriate. Clearly double that if it's 2% etc. = ~30p on the share price for Orchard, presently (ie. risk-adjusted) All IMO
16/7/2018
11:25
stocktastic: Looks like the drop is forcing some on the other thread to wise up 'I am aware (via those links) that there are better mousetraps in development which may (or may not) be eating into OXB's business in 5 years time' Amusing really that said poster was made aware of those 'potentially' better mousetraps by my posts, yet blindly attacked them. What gets me most though, is that this poster refers to the risk in say 5 years' time and how he cannot make a call on things that far out (fine). But, the point missed my many is that the OXB share price has been pricing in a huge amount of success for more like 10 years out!
10/7/2018
22:14
beanol: This is a bit about Oxb from a current Vulpes pitch document just out to potential new investors into its Vulpes Life Sciences Fund. Apologies the slides have come out so poorly:Oxford BioMedica (OXB)Company OverviewThe company has 3 exciting gene therapeutic areas: • Parkinson's• Cancer• OcularAchievements• Exclusive Licence agreement for OXB-102 to treat Parkinson's Disease with Axovant Sciences • FDA approval for CAR-T manufacturing• Lentivector platform technology is a proven success• Third party manufacturing for Novartis proves it is a leader in CAR–TBoard Representation OwnershipDate of Investment• Third party manufacturing deal with Sanofi in haemophilia Martin Diggle - Board member since 2012One of the world's most experienced gene therapy companies.The company has unrivalled gene therapy drug, technology and manufacturing capabilities.17.7 % - LSE Main Board CompanyThe Diggle family have been invested since 2001Vulpes Investment Management Private Limited CONFIDENTIAL13 Vulpes Value Creation: OXB Vulpes joined the board in 2012. The share price has increased around 500% since this time*  Provided debt-financing to help fund the company's transition in 2013/14Pushed for and achieved senior executive upgrades in critical areasHelped the company attract new equity investorsProtected existing equity investors from onerous dilutionHelped guide the company to focus on reduction of burn and on cash generativemanufacturing processes* As of 30h June 2018Vulpes Investment Management Private Limited CONFIDENTIALOXB Deals: AxovantOXB has granted an exclusive global licence to US biotech company Axovant Sciences to develop and commercialise OXB's proprietary gene therapy drug for Parkinson's DiseaseThe deal is worth up to $842.5 million. OXB will receive a $30 million up front fee and $55 million in development milestones over the coming three yearsOXB stands to receive between 7-10% tiered royalties for the renamed drug AXO-LENTI-PD in a market that is potentially worth several billion dollars a yearAxovant has over $200 million on balance sheet, backed by parent, Roivant, with new management. Axovant has recapitalised after previous turbulence due to an Alzheimer drug trial failureThe deal proves OXB's business model, to extract tangible value from the synergies between its lentivector platform and proprietary product divisionsThe AXO-LENTI-PD deal with Axovant crystallises the value in the product business of OXB and simultaneously opens further platform opportunities such as product supply of AXO-LENTI- PD to Axovant if the drug is approvedVulpes Investment Management Private Limited CONFIDENTIAL15OXB Deals: Treating Parkinson's DiseaseParkinson's Disease is one of the most common neurological disorders. The global prevalence is projected to grow to 2.89 million cases by 2020, up 30% from todayParkinson's affects mainly the elderly. Today 8.5% of the global population are over 65 and this will rise to 17% by 2050The direct and indirect costs of Parkinson's in the US are estimated at $25 billion annuallyThe disease is highly debilitating and affects predominately dopamine-producing neurons in a specific area of the brain called substantia nigra leading to cognitive impairment, tremors and balance problems. Currently, all therapies only improve symptoms without slowing or halting disease progressionAdministration of L-DOPA to boost the loss of the dopamine helps but dosing is a major problem with peaks and troughs. As the disease progresses and neurons continue to be lost, these medications become less effective while at the same time they produce a complication marked by involuntary movementsOXB has recently made a dramatic breakthrough by engineering a virus to carry genes responsible for synthesising dopamine which can be injected into the substantia nigra and produce a stable supply of dopamine. This involves a single operation and patients show dramatic improvements which have currently lasted for five years with no signs of decreased effectiveness This is a game changer and will drastically improve the quality of life for Parkinson's patients and greatly reduce the personal, social and medical costsVulpes Investment Management Private Limited CONFIDENTIAL
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