Very strong rumours of a further predator around. CAT,WYEYH,JOHNSON&JOHNSON,MERCK to name a few.............could be an exciting week ...!

oxb back tested 30p,support held firm.On the rise again.

oxb continues 30p-32p.Post of excellent quality below.

elfman - 3 Feb'06 - 18:23 - 29766 of 29774


Davll2 sounds to that Ceregene is considerably behind in trials. Alzheimer treatment hasn't even entered phase1 !! Do you know the percentage of trials that make it from phase 1. This percentage increases with each stage with the likelihood of success related to the success of earlier phases. In the case of Trovax the phase 2 reults were so good that they will translate to a trial in renal and no phase 2b required. OXB PD (Parkinson's) model was 100% successful in standard animal trials (again indication of likely success therefore good) this will enter human trials later this year. When will Ceregene?
Innurex and Monudin have also recieved significant charitable trust support.
Retinostat has also had many plaudits.

By your own quote "The company was launched in January 2001 as a majority-owned subsidiary of Cell Genesys following the acquisition of Neurologic Gene Therapeutics, a private start-up company based in San Diego." So they are roughly 5 years behind OXB floatation which was not a start up at that time.

The DoH is so impressed with Trovax results they are about to cough up 66 million, what will that do to a company currently worth 120million (minus cash).
The Americans are so impressed that they have asked OXB to go for orphan status.

Some questions for you to research:

Which companies including bio's has Mike MacDonald worked for in the past and what were their market caps?

Who is running the phase 3 trial in renal cancer and how many papers has he published in the past on this subject (reflection of standing in this area and likelihood of getting involved with a non-starter. As you say plenty of trials to get involved with)?

How much is this market (renal) worth and how much of this market could OXB achieve (hint: see quote above)?

If the medical world did not believe the effect of Trovax would translate to other solid tumours why would they allow phase 2 colorectal to allow phase 3 renal?

If Trovax has an effect on other solid tumours, with minimal side effects what would this market be worth?

When is survival data due for Trovax?

What other approaches to cancer treatment does OXB have and how does it work?

What pharmaceutical awards was OXB nominated for best product pipeline and who were the other finalists?

How many other Lentivector systems do Sigmacon sell/promote and what is their standing in this area. Why did they take a stake in the company?

How much will the Viragen deal be worth (answer no-one knows but still worth taking into consideration).

It would seem to me that you have done more research in American bio's and my advice would be to put your money there.

OT
Where did you learn your Maths or can you see into the future? "OXB" were floated in 1996 and 11 or 12 years later are worth.. "


Whilst we are on maths, in the past the company has been at a 60% reduction to it's cash balance and IMHO it is equally undervalued in terms of worth at the present.

worth a specultive punt i reckon.

Link to details of 11 events through to June inclusive.
http://www.oxfordbiomedica.co.uk/events.htm

Chart looking oversold and months worth sp consolidating.Nice volumes and rise today.Easily sliced through resistance @ 32.5p and 35p next target.Watch for confimed breakout.

A year ahead and OXB's "Trovax" has a super-deal with the French pharma (Sanofi) and this is before the outcome of the PhIII trials in America. That's is a fantastic deal and the sp immediately went to 50p - although some might think it should have been higher...with the cash up-front of about 17m. Also huge potential Royalties, as the drug proves itself.. . .
However, Susan Kingsman has sold 4m shares just a bit under 48p and this has unsettled investors - of course there's "never" a good time for Directors to take a profit (by selling).....but this is odd:- it's a lot of shares and no explanation was forthcomming - well that's OK then...but the Market has pushed the sp lower on worries that she may know something about the outcome of the US_Trials expected later this year (or sooner, if bad!!! - Yikes!).
One has to say that that is unlikely and put to one side, but it seems odd (to me) not to wait until the PhIII trials are over - but that could mean delaying XXX (which isn't a yacht, I hear) - until the mid-winter.
It's a worry I think....but nothing that other companies don't do quite frequently...
I'm still holding, but keeping an eye on what's happening...so far I'v not reacted and not taken my profit, as I think the likelyhood is in favour of more up-side - My problem with selling is timing - I got it wrong with BTG[BGC] and ended up with a small loss! ( Had I waited longer I could have shown a profit but I didn't want to be "out" when the big deal arrives)....and that is far from time-certain.
That's it. . . . .
EDIT-(13Jy09)- almost Two years on, and OXB has found another product - this was "already there" - it's just that the Fr Authorities have got round to investigating ProSavin......All well and good, then.
For the Record, recently Trovax was handed-back, but oddly OXB was paid by Sanofi and they have taken on another product...ooer!