OK so you thought the title of the other thread was out of date BUT unfortunately there is no way to edit thread titles.

So here is a new title

This one has got the charts at the top again & has a link to the old one.
http://www.moneyam.com/InvestorsRoom/posts.php?tid=5021

Announced today:

Oxford, UK: 29 November 2007: Oxford BioMedica (LSE: OXB), a leading gene
therapy company, announced today that it has been presented with the techMARK
2007 Achievement of the Year award for its collaboration with sanofi-aventis.
The techMARK Awards, organised by the London Stock Exchange, are designed to
reward outstanding achievement in the technology market. Professor Alan
Kingsman, Oxford BioMedica's Chief Executive Officer, collected the award last
night during the ceremony held at the InterContinental Hotel in London.



Professor Kingsman commented: 'The sanofi-aventis deal was a transformational
event for Oxford BioMedica that provides both near and long-term value as well
as clear endorsement of our most advanced product. I am honoured to receive this
prestigious award. It is a testament to the achievement of the entire team at
Oxford BioMedica.'

It was certainly a transformational deal - the sp has been suffering ever since!

I don't hold any stock currently as I now take the view that it's best to sell when I see the worm turn. By the same token, I do keep this on my watchlist, just in case...

It's a crazy old World. I thought we'd be heading towards a 1 for sure by now but then what do I know!

there's no sense in OXB share price - look back to 2000 when all Bios went mad and oxb hit £1.32 briefly. The company has come a long way since - it's just impossible to value especially as success of it's technologies is not guaranteed but each month we get closer!

queen1 robstuff
I agree I hold this and ASM and I can see them both at a 100p one day, I will be adding to OXB to average down at these levels.

Just saw this, courtesy of FierceBiotech (I'm on their email list):

Sanofi-Aventis would acquire biotech company if deal good
November 30, 2007: 06:09 AM EST


PARIS, Nov. 30, 2007 (Thomson Financial delivered by Newstex) -- Sanofi-Aventis (NYSE:SNY) is prepared to make acquisitions or partnerships with biotech companies as it aims to double or triple by 2012 the proportion of drugs it produces using biotechnology, research chief Marc Cluzel said. 'If there is a good deal to be done, we will do it,' he told journalists...'

Should we remind them of ailing OXB? I'm sure they'd like to do a deal!

Sanofi already has a deal with OXB....( and OXB has some deals with other Pharmas too).
-as OXB Trials progress, the position will improve, so I can't see why Sanofi would want to get a stronger grip on something they already have. Sure, it would (could?) give them exclusivity, but they have invested enough for the time being and will be wanting to see this mature before throwing more money at it.

It would be more prudent for Sanofi to take a stake in other UK Bio's.....before the likes of GSK realise their own Patent-Pipe is empty!

IMHO.the current OXB weakness is because despite such deals, the cash is quite small "per share" ( just a few pence), so we are nowhere near a situation where the company is valuable for the cash alone, with 'promises' in for free, as it were.

I suspect OXB will exhibit weakness until some Trial-data is produced, for everything else is no-more than speculation. I suspect Sanofi are only telling their shareholders that "Sanofi is looking to the future.." - For, announcing to the Biotech Industry would be counter-productive, as it might raise hopes ( and prices) for new targets.
I hold OXB from c.40p last purchase...and expect Trial results in 2008 soonest.



Indeed I suspect any earlier Deal (such as the earlier Sanofi-), would be written in such a way that a stelth-take-over would be disallowed; if only to maintain OXB's hand in any other parallel deals OXB might do......that would make sound sense to me.

Frankly, I can't see OXB Execs wanting to sell-out when the "Big Prize" is so close(2008?). Any further investment by Sanofi would reduce OXB's value for other bidders and for that reason alone I don't see any fresh link.
If the RNS came from OXB, that would be a different matter..... so why make any connection, eh?

OXFORD BIOMEDICA ANNOUNCES DATA SAFETY MONITORING BOARD RECOMMENDATION TO
CONTINUE TROVAX(R) PHASE III TRIAL IN RENAL CANCER

http://moneyam.uk-wire.com/cgi-bin/articles/200712100700354839J.html

Yes, driver I read that... and there has been another RNS:- "Major interest in Shares" - yet neither of these ann's is really earth-shattering, IMHO.
With Sanofi being a major force in Oncology, their investment shows Belief in Trovax - so the question of "data" was a red-herring from the start -(although good to put it behind!). The major interest in shares:-I admit I don't understand this official form - it's almost meaningless to me - - anyone understand the words/figures?. (It looks to me as though an institutional buyer has moved some shares from one place to another)....yet it's made no effect on the sp, so I guess it is NOT significant and I expect the sp to drift-down at least until some solid news, likely to excite anyone with an eye to profits.

From The Times today:

Tiddler to watch
Shares in Oxford BioMedica rose by 1p to 22p after it won French regulatory approval for a Phase I/II trial of ProSavin, its gene-based treatment for Parkinsons disease. Seymour Pierce reiterated its long-term 76p price target. It says that Oxfords TroVax drug has been discounted too heavily and notes that it has 44 million cash.

Sorry, but this isn't good news, although it might create some excitement for MM's - Phase I/II trials go on for a long time......
What we want is news on "Income" - like Trovax approval! -So, until mid-2008, I suspect we won't see it mentioned.....this means:- there is No News. ( down to 20p+ today. . . now, do you feel lucky?)

Still holding and will accumulate.

Well I think it's good news and with Pru with over 10% and Credit Agricole Cheuvreux now with 8% to name just two institutions increasing lately, Seymour Pierce's 76p target, Awards etc etc. it's just a matter of time before the price starts to rebound (normally they get tipped as one to watch in the new year) there has been no bad news and the shares have drifted so I am accumulating again.

Look at the 10-year OXB graph and you can see that even after strong trading the effect of the Market is a great influence.....I recall selling at 14p, having bought abt 8p - but, then the rewards were a long-way off. Good luck if you are av.dn - this is too close for me, to get excited in these markets.
Institutions have to deal in large numbers and often have little interest in the short-term moves . . . . and don't forget they invest someone else's money ( =Yr pension!), so to some extent all the Managers are interested in is being seen to be "in" any particular sector. Holding OXB is not a huge risk; yet I should have shed a "shed-load" when the Director sold 4million (mid-07) at twice today's sp.

agreed - Mrs Kingsman has totally f***** the investors confidence and therefore the company's share price and thatsthe trouble these days with them being able to issue huge amounts of options to replenish their holdings, they don't care what happens to the sp, they can't lose. However it might make a difference from them being billionaires to just multi-millionnaires because at these silly prices the co is worth diddly squat and could be taken out by the likes of Sanofi, my bet is Glaxo. Their actions are for short term profit - well I suppose they are getting on a bit, they don't want to wait t'il they're dead and pass it on do they! They are fully aware of the length of time it takes before their breakthrough science can be applied - it's just a game of stringing it out before the money runs out. I'm a very long term holder since buying my first tranche in early nineties some time and have been on this ridiculous rollercoaster ride but still don't want to get off, just anticipating the next slow pull upwards again. Must be getting poetical in me old age. Owing these share does that to you. Lets face it these are not a serious investment which I have learnt but have never lost money (as oxb is one of my trading stocks aswell but called it wrong this time having bought in again far too early) on them and could (just could) make us seriously wealthy - one day! should the Kingsmans have what they think they do.

Robstuff
glad to read yr still a believer as am I.
I called it wrong and still wonder whether to get-out for a few weeks ( to buy lower), but that's the gamble. Mrs K incident was ( for retail investors) badly timed and perhaps we should have taken her lead ( I might have nearly "doubled" my holding, just for beling patient!), however, I take issue on their Options, as I'm not aware OXB is particularly generous - compared with many like TRK where Option appear every few weeks, thus giving the Execs a Win-Win situation ( and consequent poor SP, for investors as they can sell-out on every rise!).

It has been the lack of generous Options ( with OXB), that has made me stay the course . . . . . can you say what Options are lurking in the background?

OXB's science is Zero-value if it doesn't pass Regulation. However, most of us think it's more than evens - so, with about £40m in the Bank, OXB should last long enough to see some "validity" + the Sanofi-deal was good IMHO, as it leads credibility by those far more expert than I . . . . however, the slide in the sp is worrying, but then I might buy a few more in the Spring when it should be a tad lower and I can afford it. Let's face it Mrs K saw a chance to make money, and did! It was AK's reeluctance to Sell that made me stay - that was my mis-reading the reality, I guess.
- Indeed, I hope there isn't any "good news" too soon for that will start the "rollercoaster" again . . . . and what we really want is Approval (expected late 2008), . . . don't you agree?

17% up so far today. Something afoot or the market finally realising how crazily undervalued these are?

Share-volume news based on ?very little new facts - I guess it's the 20p-barrier acting as a mrker; but with only 3-4p as cash, the rest, 18p is largely hope at least until Approval update late 2008.

I'd be happier with lower ( than 20p), before taking nearly a year-long punt in these markets.

seemed to have turned the tide, closing positions and buying at extra value i should think and of course the New Yr tips - it normally features somewhere, anyone read anything?

Oxford BioMedica "buy"

Monday, 10th December 2007
Panmure Gordon & Co

LONDON, December 10 (newratings.com) - Analysts at Panmure Gordon reiterate their "buy" rating on Oxford BioMedica Plc (ticker: OXB-GBX). The target price is set to 69p.

In a research note published this morning, the analysts mention that the Data Safety Monitoring Board (DSMB) has recommended the continuation of the Phase III TRIST trial of TroVax in renal cancer, after the second interim analysis has been completed. The fact that the DSMB has recommended the trail to continue without any changes to the protocol is encouraging, the analysts say.