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Oxford Biomedica Keeps going Up (OXB)     

apple - 10 Dec 2003 15:45

draw?scheme=Colourful&epic=OXBdraw?scheme=Colourful&size=Medium&showVodraw?scheme=Colourful&showVolume=true&stdraw?scheme=Colourful&size=Medium&showVo



Almost Day after day, this keeps going up.

What happens is there are lots of small shareholders selling out during the day who probably bought in when it was 25p due to being tipped in shares mag in July

THEN

At the end of each day there is a really BIG BUY that most people don't notice.
Usually at 16:29.

Next morning, it usually opens up 1/4p

This keeps on happening.

I finally freed up some cash this morning & bought some.
I wish that I had got in at 17p.

The big buyers obviously think that the new drugs will ge a great success.

What do you think?


It was also tipped again in October

SHARES MAGAZINE 30-10-2003

The gene therapy specialist has had a good run this year with shares rising to 28.2p in September. The company has two cancer therapies in the clinic for a range of indications as well as early-stage drugs for neurological disorders.

TroVax is a revolutionary cancer vaccine that works by delivering a gene to the cancer cell via a pox virus acting as a Trojan horse. The drug is in Phase II trials in colorectal cancer patients with the kudos of being sponsored by Cancer Research UK and trials in breast and renal cancer patients. MetXia has also received approval to enter Phase I/II trials for pancreatic cancer.

Investors should recall the high failure rate of cancer drugs such as British Biotechs Marimastat and remember that the risks are high, but Oxford Biomedica is well funded following a recent fundraising and there is still everything to play for.

http://www.wallstreetreporter.com/profiles/OxfordBioMedica.html

yipper - 10 Dec 2003 16:53 - 2 of 79

I noticed exactly what you said, yesterday. Having bought in cira 19p a few weeks ago. Could not tell whether the big trades were buys or sells. Was intrigued.

apple - 12 Dec 2003 15:19 - 3 of 79

Up 7.5% today

rayrac - 13 Dec 2003 12:58 - 4 of 79

Looking VERY intriguing, or should I say titillating! This company could either fade away, or, it could be 'mega'. I'm going for the latter, but I don't think it will be yet!

apple - 15 Dec 2003 08:13 - 5 of 79

Opened Up another 4.7%


Janus - 15 Dec 2003 08:55 - 6 of 79

Opened up because of good product news. Glad I bought in last week


http://www.uk-wire.com/cgi-bin/articles/200312150733162418T.html

apple - 15 Dec 2003 14:56 - 7 of 79

More good news to come, I think.

Must look up the dates of the end of the other drug trials again.

I forgot the dates.

apple - 15 Dec 2003 18:16 - 8 of 79

Another large buy at the end of the day as usual.

Up day after day nearly every day since it was 17p.

apple - 16 Dec 2003 10:28 - 9 of 79

Buys outnumber sells by Six to one so far today.

Janus - 18 Dec 2003 07:54 - 10 of 79

Oncology Update looks good


http://www.uk-wire.com/cgi-bin/articles/200312180700124000T.html

apple - 18 Dec 2003 10:33 - 11 of 79

I think I'll buy some more.

robstuff - 18 Dec 2003 10:43 - 12 of 79

Over the last few days buys have outnumbered sells, there has been several 1M BUYS, including one this morning so the larger players are getting interested. News is looking good and if this Co is capitalised at around just 50m, the shares would soar on one entry to phase 3 trials. Many publications now rating a spec BUY too, now that they have good funding. Hold tight.

apple - 18 Dec 2003 13:55 - 13 of 79

The buys are getting bigger.

The trading pattern has changed, the big buys used to happen at the end of the day to avoid attacting attention.

Now they happen any time of day because they can't avoid attacting attention anymore & there are so many more trades each day.

Trainspotter - 18 Dec 2003 14:30 - 14 of 79

The spread has been closed, my broker offering Sell 22-Buy 22.19. This is to disscise what the big 22.125 trades are. IMHO they are buys

robstuff - 18 Dec 2003 14:40 - 15 of 79

Loads of buying - wouldn't mind betting they're going to be written about for the weekend press, then we'll see a rise in price.

apple - 19 Dec 2003 18:23 - 16 of 79

A bit of profit taking & THEN

large buys at the end of the day yet again.

Buys 1,211,588
Sells 643,140
Unknown 240,002

robstuff - 02 Jan 2004 12:46 - 17 of 79

I heard this was a financial mag's newyear tip for yr - anyone know more?

apple - 02 Jan 2004 15:35 - 18 of 79

AGAIN, another large buy late in the day.

robstuff - 06 Jan 2004 16:34 - 19 of 79

Buy, Buy, Buy, Buy, Buy, Buy - so to flush out some sellers they put the price down and it worked, there were no sellers until late after the bid was reduced. Look at the ratio of buys to sells though! must have been tipped as I heard -see before

Scottie - 06 Jan 2004 20:27 - 20 of 79

Tipped by Patrick Evershed, manager of the New Star Select Opportunities Fund, as his rising star for the year - money.telegraph.co.uk at the weekend.

apple - 07 Jan 2004 19:17 - 21 of 79

AGAIN Large buys at end of day.

2.5 million shares bought at the end of the day.


robstuff - 08 Jan 2004 11:25 - 22 of 79

Thanks for the info Scottie, - looking good then.

robstuff - 12 Jan 2004 15:38 - 23 of 79

Taking off!

apple - 13 Jan 2004 16:22 - 24 of 79

Hmmmmm, I think that there may be an announcement of more good news soon.

apple - 16 Jan 2004 09:56 - 25 of 79

AFX News 16/01/04 07:28

Oxford BioMedica gets UK approval for its 3rd Phase II cancer trial for TroVax.

Janus - 17 Jan 2004 10:54 - 26 of 79

For info Seymore Pierce has started covering OXB with a buy note summarised below.

The company has a broad pipeline of products based upon three novel
platform technologies that have real potential to offer alternative therapies to existing/conventional drug treatments.

The company recently raised 20.4m via a 27 for 50 rights issue. The
company now has a significant cash pile, approximately 30m, with which to
develop the product pipeline and negotiate lucrative licensing deals in order
to accelerate towards profitability.

Our conservative NPV model demonstrates a base case investment thesis
supporting a price of 33p for TroVax and MetXia alone. This does not
include the 8p of cash on the balance sheet nor any value being ascribed to
the neurotherapy pipeline, which is expected to be a significant longer term
value driver.

We initiate coverage with the recommendation BUY

apple - 22 Jan 2004 16:48 - 27 of 79

3.8% rise today.

Results due soon

http://moneyam.uk-wire.com/cgi-bin/articles/200401210700064556U.html

apple - 27 Jan 2004 09:49 - 28 of 79

Drifted down a bit recently on thin trading.

Buying opportunity!

apple - 30 Jan 2004 10:02 - 29 of 79

OXB started to tick up again this morning!

Results due 3rd March.

oily1 - 01 Feb 2004 19:29 - 30 of 79

Well, having held OXB since 2000, this is the first time I've been on this site. I have to say that having read through the thread that post #3 is very hypocritical !, Rayrac what's happened to your 'wouldn't trust Kingsman as far as I could throw him' attitude, as posted on other sites ??!!, and now you state OXB will be 'mega' !!! Well, it's a no-brainer, jACK.
OXB isn't a one drug wonder company. TroVax, MetXia, Prosavin, Innurex etc., the list goes on and on.

Anyhow as stated by 'Apple' results out on 3rd March. The OXB website has just been updated - plenty of good info on there. http://www.oxfordbiomedica.co.uk

MIDAS7576 - 01 Feb 2004 20:45 - 31 of 79

get ready for some serious news in the next few weeks...................imho...!

apple - 05 Feb 2004 15:49 - 32 of 79

MIDAS7576

05/02/04 08:56 UK smallcaps opening - Oxford Biomedica up on Merck deal RNS

It was interesting to see what I assume were holders from the previous high in September sell out & bring the price back a bit from this morning's jump.

The thing is that there weren't that many of them that jumped off because it pulled back a bit on rather light trading volume.

That may be a good sign & with so many drugs in the pipeline then 1 of them will probably come through with very good news this year.

& it will only take 1 to do the trick.

Anyway, this morning's announcement of new income is pretty good news in itself.

http://www.moneyam.com/action/news/showArticle?id=289619

http://moneyam.uk-wire.com/cgi-bin/articles/200402050830200448V.html

tbrooking66 - 06 Feb 2004 15:59 - 33 of 79

hmmm looks like the friday afternoon big investment in Oxf. bio has happened again. is this because it looks like good value and theres cash to be used up for the week?

apple - 06 Feb 2004 16:53 - 34 of 79

tbrooking66

Yep 350,000 protected trade.

I thought something like that must be pushing the price UP.

They must be expecting good results on 3rd of March.

If we have a good run up to 3rd March then I suppose there will be a few tree shakes on the way as things get hectic.

apple - 09 Feb 2004 09:31 - 35 of 79

Up again, 4th trading day in a row

apple - 09 Feb 2004 16:32 - 36 of 79

Yet again a large buy late in the day

oily1 - 09 Feb 2004 16:51 - 37 of 79

Yep, large protected trade at the death today.

apple - 10 Feb 2004 14:09 - 38 of 79

Broken through level of mid Jan

apple - 10 Feb 2004 16:29 - 39 of 79

9.6% Up

Volume up by a factor of 6.5

apple - 10 Feb 2004 18:44 - 40 of 79

Broken through 18 month high.

I suspect that 3rd March will be good news with all this activity.

oily1 - 10 Feb 2004 20:11 - 41 of 79

Yes, big momentum at the moment, Apple. I've read that a Russian Investment Bank was the big buyer today. 3rd March will be interesting. An upward price with no news - what will happen if OXB announce a big deal on one of their products, eg., TroVax ? This will go ballistic.

apple - 10 Feb 2004 20:32 - 42 of 79

Thanks for that info oily1

Wish I had more cash to put into it now.

apple - 11 Feb 2004 08:35 - 43 of 79

Up 5.2% already this morning.

oily1 - 11 Feb 2004 12:06 - 44 of 79

And there's allegedly a Far East Investor wanting a piece of the cake.

robstuff - 16 Feb 2004 10:06 - 45 of 79

A big licensing deal is just around the corner, then this share will motor.

apple - 16 Feb 2004 10:19 - 46 of 79

Small fall after last weeks peak.

I suppose this may provide another opportunity for a big buyer again at the end of the trading day.

apple - 17 Feb 2004 13:21 - 47 of 79

Making another attempt at 30p perhaps?

robstuff - 17 Feb 2004 14:10 - 48 of 79

should clear 30p soon with news of more licensing - support at 28, next move 35p

iamole - 17 Feb 2004 15:02 - 49 of 79

I have been reading this thread with interest for a while now. I bought these at 88p about 4yrs ago to see them grow to 132p before sliding with the rest of the sector. I firmly believe that this company's got something Big and the price is just beginning to recover and may reach 100p again this year. Does anyone know when the current drug trials are predicted to show results? Once a marketable product is formulated who knows what this co is worth! I'm in for the long term.

robstuff - 18 Feb 2004 10:17 - 50 of 79

I too held these from 20p to 132, sold at 67 and 92, and have been in and out a few times last yr and hold 30k - expect some newsof trials this year. up again today, may test the recent high.

robstuff - 19 Feb 2004 14:32 - 51 of 79

MMs can't reduce the price without some big buys coming in - should move above 30 tomorrow. If any news 35p.

apple - 19 Feb 2004 17:14 - 52 of 79

Closed at 29p.

When the news comes it should smash through 30p.

robstuff - 20 Feb 2004 11:04 - 53 of 79

we could see a break through 30 today, and with news 35 plus....here's hoping! The thing is with this co. any one of it's prods could be world beating, I like the developments they have with reducing tumors.

apple - 20 Feb 2004 15:01 - 54 of 79

Was this a BUY?

20/02/04 14:50 Holding(s) in Company RNS

Janus - 20 Feb 2004 15:26 - 55 of 79

Yes, they have got more as they had just over 9% previously

apple - 20 Feb 2004 20:59 - 56 of 79

Thanks Janus.

oily1 - 28 Feb 2004 18:35 - 57 of 79

One or two institutions dipping their toe into the OXB water, I hear.

Roll on Wednesday and Final Results. Should be interesting to see what AK has to say.

apple - 01 Mar 2004 14:41 - 58 of 79

Just at the level of breakout as I write this.

Looks good for wednesday

oily1 - 01 Mar 2004 14:56 - 59 of 79

Yes, we're off the blocks today, Apple - as you say, looks good for Wednesday.

Janus - 02 Mar 2004 08:31 - 60 of 79

Daily Express.
Share whisper: OXFORD BIOMEDICA (gossips reckon the company could announce a further licensing seal for its LentiVector gene delivery system along with figures soon)

Oakapples142 - 02 Mar 2004 09:27 - 61 of 79

Morning All - Not too sure about whispers in the Daily Express - but with two days to go all positive news is good.

apple - 02 Mar 2004 10:20 - 62 of 79

Morning Oakapples142

It's 1 day not 2.

Results tomorrow!

robstuff - 02 Mar 2004 10:32 - 63 of 79

I feel there may be an announcement of a deal tomorrow, without it the results may look uninteresting but the outlook should be good.

Oakapples142 - 02 Mar 2004 10:50 - 64 of 79

Thanks Apple - I`ll take another bite ! -

apple - 02 Mar 2004 11:56 - 65 of 79

Hope so robstuff

We even hit 30p for a while this morning.

robstuff - 02 Mar 2004 12:29 - 66 of 79

Yeah, it hit 30p for 1st time and the sellers didn't materialise, MMs reduced price though, not sure why.

Oakapples142 - 02 Mar 2004 13:39 - 67 of 79


I suggest (and hope!) that reduced price is intended for a negotiating large purchase at the end of play

apple - 02 Mar 2004 17:20 - 68 of 79

I suppose they were just trying to shake out a few weak holders.

Janus - 03 Mar 2004 07:18 - 69 of 79

Final results

http://www.uk-wire.com/cgi-bin/articles/200403030700110626W.html

apple - 03 Mar 2004 08:25 - 70 of 79

Results, steady progress as expected so the MMs opened it down & are getting some stock.

The new licencing deal talked about in the Express will, if true be announced when the deal is done. Pity it wasn't in time for the results but hey it gives the directors another buying opportunity :-)

robstuff - 03 Mar 2004 10:52 - 71 of 79

just had some time to digest the results/outlook and gosh! what a lot of info.! I always think that's a good sign and the info given really shows the incredible amount of things going on with this co. Perhaps we shareholders get impatient and lose interest but this field was always going to be LONG term and the foundations are now there... newsflow is important and we may see some ups and downs waiting for it but i'm in for the long term and over time this co. is going from strength to stenghth, nothings going to happen overnight but once results of trials start coming in and more licensing deals, it'll be harder and harder to pick these up cheap. a steady rise in share price over the yr with a few set backs I would expect. Oxf bio now a major force in the race to beat cancer and the rewards to those who stay with it should be BIG.

Janus - 03 Mar 2004 14:06 - 72 of 79

FROM SEYMOUR PIERCE

* SALES WERE IN LINE WITH OUR FORCAST OF 0.4M, HOWEVER DUE TO LOWER ADMINISTRATION EXPENSES AND GRANTS/GOVERNMENT RESEARCH CONTRIBUTIONS, PRE TAX PROFIT WAS AHEAD BY 900K. THE COMPANY ALSO RECORDED A 1.2M TAX CREDIT. CASH STANDS AT 31.8M, ENOUGH FOR 3 YEARS AT THE CURRENT BURN RATE IN THE ABSENCE OF ANY LICENSING INCOME.

* THE CLINICAL PIPELINE REMAINS BROAD AND DEEP. TROVAX IS IN 5 PHASE 11 TRIALS ACROSS A SERIES OF CANCERS AND IS EXPECTED TO REPORT DATA OVER THE NEXT 12-18 MONTHS. OXFORD BIOMEDICA IS FUNDING THREE OF THE TRIALS, 2 COLORECTAL AND ONE RENAL STUDY. A FURTHER COLORECTAL STUDY IS SPONSORED BY CANCER RESEARCH UK AND THE SOUTHWEST ONCOLOGY GROUP, PART OF NCI, IS TO FUND A STAGE 111/1V OPEN LABEL BREAST CANCER STUDY IN 120 PATIENTS. RECRUITMENT IS EXPECTED TO START IN Q3 2004.

* THE TARGETED ANTIBODY THERAPY STUDT WITH WYETH SUCCESSFULLY COMPLETED ITS PRE CLINICAL PROGRAMME TO THE SATISFACTION OF WYETH, WHICH TRIGGERED A MILESTONE PAYMENT. a FURTHER PAYMENT IS EXPECTED WHEN THE PRODUCT ENTERS THE CLINIC, WHICH WE WOULD EXPECT DURING 2004.

* METXIA COMPLETED TWO STUDYS (PHASE1/11) IN A TOTAL OF 19 PATIENTS DEMONSTRATING SAFETY AND EFFICACY. ANECDOTALLY A COLLATERAL IMMUNE RESPONSE WAS OBSERVED IN SEVERAL PATIENTS, WHEREBY SURFACE TUMOUR NOT TREATED DIRECTLY WITH METXIA WAS SEEN TO DISAPEAR.

* THE PRE-CLINICAL NEUTOTHERAPY PORTFOLIO CONTINUED TO PROGRESS. PROSAVIN, THE PARKINSON`S TREATMENT, IS EXPECTED TO ENTER THE CLINIC LATER THIS YEAR AFTER PRODUCING VERY ENCOURAGING DATA IN PRE-CLINICAL MODELS CLOSELT ALIGNED TO AND HIGHLY PREDICTIVE OF THE HUMAN FORM. HOWEVER, THIS PROGRAMME IS ABOUT 6 MONTHS BEHIND.

* LOOKING FORWARD WE EXPECT REGULAR CLINICAL NEWSFLOW FROM TROVAX AND METXIA, ENTRY OF PROSAVIN INTO THE CLINIC AND A MILESTONE PAYMENY ASSOCIATED WITH THE PROGRESS OF THE WYETH COLLABORATION.

* IN THE SHORT TERM FURTHER REVENUE COULD BE DERIVED FROM FURTHER LICENSE DEALS ALONG THE LINES OF THE MERCK DEAL ANNOUNCE IN FEBRUARY.

* OVERALL WE STILL SEE A COMPELLING ARGUMENT TO INVEST IN OXB, IT HAS A STRONG PIPELINE RETAINING MUCH OF THE IP AND THREE YEARS CASH, WHICH SHOULD GIVE THEM A SIGNIFICANT ADVANTAGE IN LICENSE DISCUSSIONS. WE REITERATE OUR 33P PRICE TARGET. BUY

robstuff - 03 Mar 2004 14:54 - 73 of 79

Interesting! Thank's for this Janus. Price has settled, may drop a touch tomorrow but my bet is that it'll recover quickly with institutional interest and more Buy recommendations.

Ultimate Cynic - 03 Mar 2004 16:13 - 74 of 79

Managad to sell my extra 5,400 when the price blipped up yesterday which enabled me to buy back 5,000 GFM. First time I've been able to catch a price blip like that. Still holding my original 10,000 though - won't let those go!
I really want this company to suceed and beat this terrible disease once and for all then we can all breathe a sigh of relief.

DSTOREY9916 - 03 Mar 2004 22:16 - 75 of 79

I am a recent buyer of this stock. Like all buyers of stock we do so in the hope of making money, period. But I am looking at OXB with higher aim and that is the hope that they can actually pull it off and go a long way to beating cancer! So for the first time I am going long not only because I will make money and I say that with no shame, but I also strongly believe in rationale and the aim of the company and its products for the good of all.
Best wishes to all, Dave.

Janus - 04 Mar 2004 08:14 - 76 of 79

Oxford BioMedica has prescription to strike gold

It is a dream of every company manager: instead of having to find the cash to develop a potential multi-million pound bestselling product, along comes a charity or government to pay the investment for you.

The dream has come true not once, but repeatedly for Alan Kingsman, chief executive of Oxford BioMedica. The company is working on science so exciting that Cancer Research UK and the US National Cancer Institute are bankrolling big human trials of TroVax, a vaccine for colorectal and breast cancer. They don't want a thing in return, not even royalties on any product. "They just want to cure cancer," says Professor Kingsman.

The things that have drawn these organisations to OXB might scare some investors away: the science is revolutionary and unproven. There might be nothing here at the end of the day. But if it does get proven, OXB could be sitting on a goldmine.

The company, which had 31.8m in the bank at the end of 2003, will spend up to 12m of its own cash a year to fund other trials of TroVax and MetXia, a gene therapy cancer treatment. Many programmes are behind schedule, but the breadth of the portfolio means OXB is at least a prolific generator of news, which ultimately drives share prices in this highly speculative sector.




http://news.independent.co.uk/business/investment_column/story.jsp?story=497610

apple - 08 Mar 2004 09:36 - 77 of 79

Another share where the MMs appear to be gathering stock.

Mostly selling this morning but the price goes up.

The MMs must have an idea that good news is coming soon.

robstuff - 11 Mar 2004 10:32 - 78 of 79

Super opp to pick these up cheap today, as no bad news, just down on the back of the market, mms taking advantage of the nervous profit takers - why do we always panic when the dow drops?!

tbrooking66 - 11 Mar 2004 10:54 - 79 of 79

There are some rumours of another lisencing deal on the cards. Maybe this is the reason for MM investment here?
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