apple
- 25 Mar 2004 20:47
hangon
- 08 Mar 2018 14:59
- 1449 of 1451
Since the beginning of 2018 sp has been in the 12p region..... partly due to their deal in US which is possibly worth "££ots if the Bio gets Regulatory Approval after further dev. That's the way healthcare goes.... Yet it's interesting that a US-Bio is willing to do a deal with what must be OXB's tech... so, it must have fundamental value, IMHO.
If the product is sold in America ( and in Europe, presumably ), the value to OXB will be transforming, as I read it.... Yet the Market has moved only v.slightly -and on the day of the Ann. I recall it went down a few %. Such is Investor demand for "instant Riches" - Ah well . . . . maybe 15p, then 20p . . . who knows?
I'm hoping their Manufacturing position means there won't be any Cash-Calls . . . as this Co. has a reputation for doing precisely that, within weeks of an AGM.
EDIT (14March2018):-sp~12p.... what a difference a week makes! - As soon as my Msg. was posted, we read there is a £20m/11p begging-bowl going the rounds.
Pah! . . . . Didn't they receive the Up-Front money from USA?
The only "bonus" is the March begging-bowl hasn't yet dropped the sp....but I wonder what is supporting it? Usually the sp falls to the Offer-price, (or below!)...but here, the sp rose early 2018....as if the Institutions wanted to spend money. Very Odd... +DYOR.
EDIT(27Apr2018)- Well, almost 12p - hopefully no BB during 2018 after AGM in May .....
EDIT(6May2018)- Oh dear CONsolidation.... 50:1 -DYOR- will this really change anything? shares instantly nearly £7, - which seems silly . . . . OXB isn't in the same league as the Big Boys with Real Turnover, are they? -OR- is this to distance themselves from the 2-pence days? It won't IMHO. It's a CON - since paperwork only adds COST - everything else is the same.... OXB Execs: -Get Selling and the sp will rise without intervention.
EDIT (22May2018)- sp is 15p for no obvious reason . . . Thoughts anyone?
EDIT (24May2018)...sp up 0.5% with trades 9.4m =Buy and 1.4m=Sell, so the Market appears to be Buying.... Could this be the recent deal in US, said to be worth $100m in Royalties.... yet not yet within grasp . . . =OR= does someone know better? . . . . .
EDIT (30May2018)...sp 720p after 50:1 CONsolidation. ....by 14:30 sp drops to 685p...Ooops! - Yet by 31May it's 723p.... was that earlier "drop" a falsie?
EDIT-30th- by end of Trading it's 661p ( Shown as 5% down ).
EDIT (2 June2018)- yet Friday-closing is 694 . . . is this MM's "Shaking the tree"
EDIT (7June2018)-sp 882 after Parkinson Ann, mentioned by cynic and queen2 . . . also the Trades are +ve. Maybe...just maybe this is showing New-OXB is getting there . . . and with these income-anticipations, the sp can only rise - I hope.
EDIT (15June2018)- Well my Theory that CONsolidation NEVER benefits LT-investeors appears to be failing...sp a few pence off £10. that's abt. 50% rise after the 50:1 notional = 720p. I guess Posters here are right - that "potential" is what punters are buying-into. +I just Hope OXB can deliver, with R4 News of Gene-Therapy advances at Kings Col Lon. which never mentioned OXB.
Ho-Ho and my Broker suggested "top-slicing" at 12p ( that's just £6, so I'd have missed the recent +£4 uplift...).
EDIT (21June2018)- up again, now 1050 - doesn't look like jitters are showing...
EDIT (2July2018)- off the high now; despite late June Euro-approval (w. Novatis partner)...There's 3-yr total potential =£100m - Someone's not reacting right?
EDIT (13July2018)-sp 880...so it looks like the sunny days may be over for now. I'll not sell now, although maybe I should have taken the investment out at the £10+ level.... Let's just hope that drug-deal is a good'un...
EDIT (4Jan2019)- 660p doesn't look too good, but no-news does that to a share.
EDIT(25Jan2019)-I read there are more Execs buying (~£25k-worth), Not massive, but helping...
EDIT (18Feb2019)-Oxf Eye Hosp "Gene Th" on TV News, but nothing about their source or any OXB involvement - OXB was active in Macular; but not sure, in 2019....Anyone?
cynic
- 06 Jun 2018 08:33
- 1450 of 1451
a tasty rns out this morning ......
Oxford BioMedica said it had entered into an exclusive worldwide licensing agreement with Axovant Sciences to develop and commercialisea a gene therapy developed by the company for Parkinson's disease.
The agreement would see Axovant utilise Oxford BioMedica's LentiVector platform.
Under the terms of the agreement, Oxford BioMedica would receive a $30m upfront payment (£22m) including $5m as pre-payment for manufacturing activities related to OXB-102, now renamed, AXO-Lenti-PD.
Oxford BioMedica was also eligible to receive $55m on achievement of development milestones and $757.5m on achievement of regulatory and sales milestones, with 7% to 10% tiered royalties on net sales of AXO-Lenti-PD.
queen1
- 06 Jun 2018 13:12
- 1451 of 1451
Game changer. Obviously no guarantees but $757m is potentially stratospheric....