apple
- 25 Mar 2004 20:47
Toya
- 14 Dec 2007 07:15
- 1055 of 1451
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.
hangon
- 17 Dec 2007 16:41
- 1056 of 1451
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?)
robstuff
- 19 Dec 2007 17:00
- 1058 of 1451
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.
hangon
- 20 Dec 2007 14:00
- 1059 of 1451
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.
robstuff
- 21 Dec 2007 09:25
- 1060 of 1451
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.
hangon
- 24 Dec 2007 11:25
- 1061 of 1451
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?
queen1
- 27 Dec 2007 13:26
- 1062 of 1451
17% up so far today. Something afoot or the market finally realising how crazily undervalued these are?
hangon
- 27 Dec 2007 14:42
- 1063 of 1451
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.
robstuff
- 01 Jan 2008 13:25
- 1064 of 1451
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?
Ludlow Castle
- 03 Jan 2008 10:31
- 1065 of 1451
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.
hangon
- 04 Jan 2008 18:10
- 1066 of 1451
I don't think this "Rec" has much worth - being nearly a month old.
OXB will rise or fall on the Results, in the second half of 2008, unless there is a "stop" earlier - that's why the sp is falling week by week.
+Look at Panamure Gordon's own sp, to see how good the Market judges their performance . . . . Oh dear.
hlyeo98
- 04 Jan 2008 19:02
- 1067 of 1451
You are absolutely right, hangon. How can Panmure Gordon gives any recommendation when their graph looks like this...
micky468
- 04 Jan 2008 23:35
- 1068 of 1451
Panmure Gordon are not worth a shit look at there recommendation for wng..Worthington Nicholls i hold (oxb) long .forget what Panmure Gordon say .
hangon
- 21 Jan 2008 12:49
- 1069 of 1451
Recent RNS - can someone explain what it means - ?
FWIW it looks like Prudential ( subsidary?) has sold close-on 900,000 shares -
Today, the sp fell 3% possibly on this news, but typical of a "No-News" - during
queen1
- 21 Jan 2008 12:52
- 1070 of 1451
I'd say it's done well to only fall that much today based on the carnage taking place in the markets today.
driver
- 22 Jan 2008 09:34
- 1072 of 1451
More good news.
Oxford Biomedica's MolMed's TK therapy gets regulatory nod for Phase III start
AFX
LONDON (Thomson Financial) - Oxford Biomedica PLC said its partner MolMed has received regulatory approval to start a Phase III trial of TK therapy for high risk acute leukaemia.
The start of a Phase III trial of TK therapy triggers an undisclosed milestone payment to Oxford BioMedica, the company said in a statement.
'This approval is particularly meaningful also because TK is one of the very few cell/gene therapies in Phase III all over the world, and thus could be among the very first ones to obtain marketing approval,' Marco Dieci, director of quality & regulatory compliance at MolMed said.
tfn.newsdesk@thomson.com
sim/tsm/jlc
http://moneyam.uk-wire.com/cgi-bin/articles/200801220700362290M.html
hangon
- 22 Jan 2008 16:33
- 1073 of 1451
It's good to read OXB is starting new trials, but we must not get too excited, these can go on for years and there is always "risk" they might not deliver...... So, it's good news - but not what we need this year.
halifax
- 30 Jan 2008 10:26
- 1074 of 1451
Drifting down again,when will it reach the bottom?