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
  -8.00 -1.21% 655.00 44,284 16:35:12
Bid Price Offer Price High Price Low Price Open Price
651.00 665.00 670.00 650.00 654.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 66.78 5.01 11.57 56.6 503
Last Trade Time Trade Type Trade Size Trade Price Currency
17:32:54 O 477 655.00 GBX

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Date Time Title Posts
24/1/202018:07Feck off the_doctor5,850
24/1/202013:07Oxford Biomedica1,362
16/1/202015:10The hypocrites thread86
08/10/201918:01Oxford Biomedica - a PROFITABLE Bio!11
26/9/201921:25Pharma stock to watch2

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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 663p.
Oxford Biomedica Plc has a 4 week average price of 638p and a 12 week average price of 540p.
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 113,830 shares. The market capitalisation of Oxford Biomedica Plc is £502,635,000.40.
stocktastic: 'Unfortunately at the moment the share price is in the doldrums' LOL It was in the doldrums a few months back it then rose significantly, then has fallen back a bit The share price is sitill much higher than it was H2 2019
fp optimist: Thanks for the link to hubhopper. JD comes across well and thankfully talks about the IT project, which contrasts the FD's claimed ignorance after the AGM. So great performance from JD and management getting us to where we are. But after the continued decline in share price from October 2018, we have been desperate for some good news that ups the share price to a level above £7. Don't get me wrong, I'm thankful to be at 665p, especially given the vulnerability of the share price to what appear to be irrational and unknown forces. I hope we shareholders are realistically patient, but we had expected new licences (a Key Performance Indicator proposed for 2019 in the 2018 Annual Report) to consolidate the earlier prices. As for the new factory, surely depreciation only hits P&L when its operational - unless OXB is storing up some impairment costs on project failures.
beanol: Yes Harry certainly I feel the absence of the promised news is unfortunate. It wasn't just at the AGM the guidance was reiterated publicly and also in a private letter which I replayed here. All that said my sense is that the absence of news and the absence of any news or further guidance is not serious and that these fiendishly complex deals (JD said more than - note a recent comment from Pram) are just taking longer than reasonably expected. I don't expect as much (now) from Axovant as I was expecting. The news you reported of a massive massive capital raise seems to have sucked the life out of the Axovant share price recently but hopefully I am wildly wrong about this. The gradual recovery of the oxb share price on low volume is very welcome and will hopefully be a good springboard for a much higher share price when one or more new deals are announced. And then a takeover at 20 in the autumn!
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.
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?
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!
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