OK so you thought the title of the other thread was out of date BUT unfortunately there is no way to edit thread titles.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

Apple

I agree with your comments 100%. There is plenty of money to be made on this
stock this year on the dips and rises.

Just read the article in 'The Times' and the buy recommendation Grrrrrrrrrr)
looks like my strategy of waiting for further dips in the sp this week has not
materialised as yet Grrrrrrrrrr).

Well done! To all those who continued to hold or buy after yesterday's heavy
fall in the sp.

Pachandl-I may live to regret not buying back in yesterday. There again I
may not? Greed is good (sometimes) Grrrrrrrrrrrrr!

Not positive whether this was posted earlier - but at least it suggests that I was initially right when guessing at Vernalis being the possible suitor.

...

http://news.independent.co.uk/business/news/story.jsp?story=608909
Oxford BioMedica dips 20% as merger fails
By Stephen Foley
08 February 2005


Oxford Biomedica is to pursue several further informal bid talks after the biotech company said yesterday that merger negotiations with its first suitor had collapsed.

The negotiations that have just been broken off are believed to have been with the acquisitive biotech company Vernalis. Sources said the talks stalled over a number of issues, including valuation. It is also understood that there was no agreement over the ongoing role of the company's founders, the husband and wife duo Professors Alan and Susan Kingsman.

Vernalis is chaired by Peter Fellner, the former chairman of Celltech, with a mission to consolidate the fragmented UK biotech sector.

The talks proved a "useful distraction", according to Professor Alan Kingsman, the chief executive, and are understood to have flushed out other expressions of interest. He said: "There are lots of smaller and larger companies active in looking for mergers and acquisitions. It never surprises me to get a call saying, 'Alan, let's have a chat about getting the companies together'."

Share in the group plunged 20 per cent on news that merger talks with the as yet mystery suitor had been called off. They closed down 5p at 19.5p, still 10 per cent higher than when rumours of a possible deal began to swirl. Speculative investors had been betting on a takeover by one of OXB's giant drug development partners, although analysts said a tie-up with a UK quoted or private biotech company was more likely.

OXB was set up by the Kingsmans as a spin-out from Oxford University in 1995, and it specialises in developing drugs using gene therapy. Its most advanced product, TroVax, which is in the second of the three phases of human trials necessary for approval, is a treatment for cancer.

Professor Alan Kingsman said several elements of the proposed merger were unsatisfactory, but that he would not have stood in the way of a deal that was in shareholders' best interests. "I am not pathologically possessive of Oxford BioMedica, although I am totally committed to it. I have no plans to step aside and I don't particularly want to, but if it is important for shareholder value then I would step aside.

"As the products move into phase III and beyond and the emphasis becomes commercial rather than technical, then it may be time to step aside, but discussions with partners are now still significantly technical."

OXB is hopeful that phase II trials results on TroVax, due this month, will show that it prolongs the life of patients suffering from colorectal cancer.

If nothing else, all this speculation has finally got the company noticed, there are even suggestions that there may be several other co's eyeing oxb up, so it could get very interesting. Another chance to get in below 20p I did not expect. Trovax valuation is key here and with conservative estimates being 50p per share I am definitely in for the longer term or until takeover.

'Top ah da morning to ya all'

Splish!, Splash!, Splosh!

Dived back in this morning at 8.30am with a 150,000 buy at 22.75p and still
got more in the war chest if the sp dips again. Still annoyed at myself for
not getting back in at earlier levels on Monday (Grrrrrrrrrrr!)

I'm off down to boots now to stock up on some tablets for high blood
pressure and dodgy tickers. I reckon I'll need them while waiting for
the Trovax and company results.

Afternoon All!

Splish, Splash, Splosh!

Dipped into the war chest again this morning to buy 31,260 at slightly just
over 22p and will be adding to my holding if the sp continues to dip.

I expect the volatility to remain in the sp until the Trovax results this month
and preliminary results expected on 3/03/05.

1704 - totally agree with your analysis. The difficulty is in predicting whether the sp will move northwards simply because it appears OXB are now "in play".

Pachandl- Good to hear from you. OXB is definetly ''in play''.
As others on this thread have stated several times the sp is
still underpriced and therefore, if the Trovax and
Preliminary results are good there should be some good rises in
the sp. I'm expecting to see more large buys rather than sells over the next
4 weeks.

I'm hoping to see 'buy' recommendations in the 'Investor Chronicle' or
Shares Magazine before the end of the month to send the sp beyond the
30p mark.

Come on OXB announce the Trovax results now!

Good to see a 'buy' of 850,000 go through at 3.10pm. I wonder if Boris Jordon
is continuing to build up his stake?.

'The Independent Newspaper' on 7/2/05 had an interesting article on OXB and
mentioned that Boris Jordon has recently met up with the OXB Board for
discussions. I wonder what these discussions were about? The article
also mentions that the Board have been holding talks for several weeks with
a number of different parties.

Expect to see more 850,000 plus 'buys' over the next few weeks.

Morning All!

Pleased to read this morning that the 'Money Week'Magazine included a summary
of 'The Times' newspaper's 'buy'recommendation earlier this week. However,
would have been more pleased to if the 'Money Week' magazine had featured a
'buy' recommendation also.

Can anyone verify whether OXB has a working partnership with Cobra Bio? If
so this could be positive news ahead of the oxb results because Cobra Bio was
up over 30% this morning.

I'm off on annual leave again next week (tee hee hee!). Well it is pointless
me being at my desk while my mind will be concentrated on the forthcoming
results.

Anyone been buying or selling this week? Anyon else still using this BB?

This BB is extinct, bereft of life, it is no more. Well, probably a slight exaggeration. Everyone continues to wait for news - not a healthy position to be in. I will check on a couple of other BB sites whether anyone knows of a link between OXB and Cobra Bio - although I have not heard of such a link previously. Enjoy your holiday 1704.

Back again! Posted from another BB site: "Interesting to see Cobra Bio going nuts this morning after a big deal was signed to manufacture proteins. CBF manufacture for OXB. They are up 30% this morning."

I'm still reading this BB with interest. I have a very small holding so do not have too much to contribute on a daily basis but still watching...

Semi positive report in IC today

Great to hear from you guys (and you queen1)it gets a bit boring talking to
yourself. Appologies for not getting back to you earlier but I've been away
from my desk since mid-day (well I occasionally get some work done).

Pachandl-Well done! For finding the thread I was earlier talking about on the
advfn BB your make a good researcher if your not already. Not sure whether or
not it is true that CBF manufactures for OXB?

I'll have to pop into WH Smith on Sunday to see if I can read the article in
the IC that Fred1 mentioned.

Not the best of week's in the market for me (even though the Footsie has
surged beyond the 5000 level). In contrast to 2 weeks ago when I sold my
holding at 26p. The performance of the sp now makes less impressive reading:

OXB Price Change (Today -2.35%), 1 Day Change (-6.74%), 7 Days Change (-15.31%)
14 Days Change (-19.42%) 30 Days Change (18.75%).

They say a week's a long time in politics. They should should say OXB.

Have a good weekend and look foward to catching up with your posts on my
return. I hope my mood has improved (Grrrrrrr!).

1704 - to save you going to WHS

IC - poor sp performance after admitting that merger talks had been discontinued. Questions whether OXB can announce a Trovax licensing deal this year. Phase 11 data expected "later this year", Prosavin entering clinical trials, OXB "should generate plenty of newsflow in 2005. Also "some analysts believe that investors have not heard the last of the merger talks".

Overall comment - licensing deal for Trovax yet to materialise - shares look set to struggle until 2nd half of the year when trial data is reported. High enough.

Code Securities - neutral -2.3rds of sp based on Trovax.

Panmure - Buy - 2005 a big year for OXB - previous data from Trovax was positive - company also confident of pulling off at least one big deal this year.

Looks like we've reached buying level again.

I got some more this morning at less than 20p

Apple- I've also been adding to my holding this week. Looks like the winter sales have gone on into Feb this year.

Not worried about the dips in the sp this week as I can see the situation
being reversed by the end of this week and the sp heading northwards next week
as more investors pile into the stock ahead of the results.

I'm hoping to the sp at 35p by Mid-March 2005. However, time will tell.

1704 - I hope you are right as I intend to hold until mid-year, earliest.

Cobra CBF gave up dna after a relatively short period and moved into proteins and viruses.They seem to be the new babe on the block(plus MMG,of course).Unless there is another approach I think that OXB will drift a bit from now on.Held for six frustrating months,watching the day traders making lolly,because I bought at 20p.Finally made a nice bit because I sold at 27p . It was totally stressful. But then is'nt this whole business of the stk mkt a real worry at times.You are right to give yourself half a year,Pachandl.with your attitude,I would have been much happier last year...I wanted a quick buck.

Ethel - how ever long you hold the stock market is still worrying. At least the price seems to be consolidating so hopefully my patience will be eventually rewarded.