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
  -3.00 -0.43% 689.00 130,828 16:35:00
Bid Price Offer Price High Price Low Price Open Price
685.00 691.00 715.00 684.00 699.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 66.78 5.01 11.57 59.6 529.0
Last Trade Time Trade Type Trade Size Trade Price Currency
17:00:01 O 47 701.88 GBX

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Date Time Title Posts
16/7/201922:44Feck off the_doctor4,276
08/7/201916:44Oxford Biomedica1,224
03/7/201916:00Oxford Biomedica Bulls Only Thread30,964
05/11/201817:18Oxford Biomedica - the_doctor free thread341
05/11/201817:17The hypocrites thread75

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Oxford Biomedica (OXB) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2019-07-16 16:00:08701.8847329.89O
2019-07-16 15:59:07695.071176.46O
2019-07-16 15:43:01686.412,30015,787.43O
2019-07-16 15:43:01686.412,30015,787.43O
2019-07-16 15:43:01680.372,30015,648.57O
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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 692p.
Oxford Biomedica Plc has a 4 week average price of 679p and a 12 week average price of 662p.
The 1 year high share price is 968.60p while the 1 year low share price is currently 581p.
There are currently 76,738,168 shares in issue and the average daily traded volume is 32,554 shares. The market capitalisation of Oxford Biomedica Plc is £528,725,977.52.
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)
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!
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.
marcusl2: HTTps:// (OXB share price next year)
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
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!
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
beanol: It really is getting boring Pram. For example the idea that Oxb Directors buying shares in the way they have been doing recently is going to help boost the Oxb share price in the short term is almost certainly for the birds. The last time they did this was to help support the share price when (in retrospect) no good news was in prospect. And the share price fell significantly over a long period of time. Much better i suggest to consider the Doc as a contributor whose posts are sometimes much needed if unwelcome but that some go over the top and need correcting. For example Doc's attacks on Marcus and Harry are often just out of order and some of us call them out. But for f's sake just leave some of your bad ill tempered irrelevant postings out. That is not to say that we and I in particular don't value most of your posts. They are largely flipping great. And your connectivity to the senior management of Oxb often gives us insights that would otherwise be denied us.
luxsuspick: Breaking Down Oxford BioMedica PLC’s (LON:OXB) Ownership Structure Erna Eldridge February 22, 2018 I am going to take a deep dive into Oxford BioMedica PLC’s (LSE:OXB) most recent ownership structure, not a frequent subject of discussion among individual investors. Ownership structure has been found to have an impact on shareholder returns in both short- and long-term. Differences in ownership structure of companies can have a profound effect on how management’s incentives are aligned with shareholder returns, and whether they adhere to corporate governance best practices. Although this is an important factor for long-term investors, many investors can also be impacted by institutional presence and their high-volume trading. Therefore, I will take a look at OXB’s shareholders in more detail. Check out our latest analysis for Oxford BioMedica LSE:OXB Ownership_summary Feb 22nd 18 LSE:OXB Ownership_summary Feb 22nd 18 Institutional Ownership OXB’s 68.26% institutional ownership seems enough to cause large share price movements in the case of significant share sell-off or acquisitions by institutions, particularly when there is a low level of public shares available on the market to trade. These moves, at least in the short-term, are generally observed in an institutional ownership mix comprising of active stock pickers, in particular levered hedge funds, which can cause large price swings. With hedge funds holding a 18.72% stake in the company, its share price can experience heightened volatility. But I also examine other ownership types and their potential impact on OXB’s investment case. Insider Ownership Insiders form another group of important ownership types as they manage the company’s operations and decide the best use of capital. Insider ownership has been linked to better alignment between management and shareholders. Although individuals in OXB hold only a 3.79% stake, it’s a good sign for shareholders as the company’s executives and directors have their incentives directly linked to the company’s performance. In addition to this, it may be interesting to look at insider buying and selling activities. Keep in mind that buying may be sign of upbeat future expectations, but selling doesn’t necessarily mean the opposite as the insiders might just be doing it out of their personal financial needs. LSE:OXB Insider_trading Feb 22nd 18 LSE:OXB Insider_trading Feb 22nd 18 General Public Ownership With 6.23% ownership, the general public are also an important ownership class in OXB. This size of ownership, while considerably large for a public company, may not be enough to change company policy if the decision is not in sync with other large shareholders. Private Company Ownership Another group of owners that a potential investor in OXB should consider are private companies, with a stake of 2.82%. While they invest more often due to strategic interests, an investment can also be driven by capital gains through share price appreciation. However, an ownership of this size may be relatively insignificant, meaning that these shareholders may not have the potential to influence OXB’s business strategy. Thus, investors not need worry too much about the consequences of these holdings. Next Steps: I suggest investors seek some degree of margin of safety due to high institutional ownership in OXB, in particular due to the strong presence of active hedge fund investors. This may enable shareholders to comfortably invest in the company and avoid getting trapped in a sustained sell-off that is often observed in stocks with this level of institutional participation. However, if you are building an investment case for OXB, ownership structure alone should not dictate your decision to buy or sell the stock. Instead, you should be evaluating company-specific factors such as Oxford BioMedica’s past track record and financial health. I highly recommend you to complete your research by taking a look at the following: 1. Future Outlook: What are well-informed industry analysts predicting for OXB’s future growth? Take a look at our free research report of analyst consensus for OXB’s outlook. 2. Past Track Record: Has OXB been consistently performing well irrespective of the ups and downs in the market? Go into more detail in the past performance analysis and take a look at the free visual representations of OXB’s historicals for more clarity. 3. Other High-Performing Stocks: Are there other stocks that provide better prospects with proven track records? Explore our free list of these great stocks here. NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures. Want to know why the market is moving
old sage: Gareth Jones Don't know if there's ever a good time , to be a LTH (unless you got into OXB at circa 3 pence and are holding on for 30 pence. However with the future looking promising, anyone with an interest in OXB should, (as HST alluded to, earlier ) hang on in there. The prospects have never been better for the OXB share price, over the last two decades. GLA
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