apple
- 25 Mar 2004 20:47
queen1
- 01 Jan 2007 19:32
- 927 of 1451
Thanks both. rayrac your post backs up my view. How many OXB peers can boast a potential product pipline like that?
queen1
- 24 Jan 2007 09:51
- 928 of 1451
Oxford BioMedica and its partner Viragen Inc announced reaching a further milestone in their avian transgenics cooperation, having successfully expressed interferon alpha-2a in white eggs laid by transgenic hens.
Alpha interferon is a protein produced by the human immune system that is fundamental to the body's resistance to disease.
This is the third therapeutic protein expressed thus far in a series of 'proof-of-principle' studies, which aim to develop the OVA System (Avian Transgenic Biomanufacturing) as a large-scale biomanufacturing alternative capable of cost-effectively expressing many types of therapeutic proteins.
This latest OVA-expression study produced interferon alpha-2a, which is the active ingredient in Roferon-A, a Roche Holdings AG drug approved for the treatment of certain chronic infectious diseases and cancers.
queen1
- 05 Feb 2007 19:18
- 929 of 1451
Without wanting to sound like a policeman can I just say: Hello, hello, what's going on here then? Through the 50p barrier like it wasn't even there. Is there an announcement imminent.....?
bristlelad
- 05 Feb 2007 19:49
- 930 of 1451
I HAVE SOLD /// THAT THE REASON/
queen1
- 05 Feb 2007 21:35
- 931 of 1451
What's the reason??
Harry6
- 05 Feb 2007 23:42
- 932 of 1451
What's going on here, if I may be so bold as to answer your rhetorical question, is that a good stock with tremendous potential is finally being recognised and the share price is now roughly half it's value later this year, and a third of next.
Only danger I can see is if our friend says he loves it.
Ludlow Castle
- 16 Feb 2007 09:24
- 936 of 1451
Sunday Times Business
Major Share Movements
11-2-2007
Oxford Biomedica. + 7.5p. Hopes of GSK tie-up.
Ludlow Castle
- 16 Feb 2007 09:25
- 937 of 1451
ProActive Investor
Feb. 2007
Clearly there are a few takeover rumours doing the rounds, and in the case of this company, the rumours appear to have some justification as this company does have some exciting products in the pipeline and controls a new gene delivery platform - OXB should be tempting to a bigger fish.
http://www.proactiveinvestors.co.uk/articles/article.asp?OXB2
hangon
- 19 Feb 2007 11:45
- 938 of 1451
- yes, but at what price?
I can't see a Takeover being the solution.....IF these drugs are as good as they appear...( that's an IF, until proven.) then who would sell at 50p-ish? Clearly the value is linked to the size of the "market-share" profits likely over several years...discounted as time-line moves further away; so maybe over five, or six years after aprovals, which should start "soon" - therefore I suspect 50p-ish is the starting point with the likes of Glaxo wanting to be certain they aren't spending money the don't need to. Sure it means they will "pay more" but large Pharmas don't want to take a scatter-gun approach and buy "anything that moves".....they have their own research facilities for "speculative" products...and presumably they only go with the best (of those).
So it's still a waiting game IMHO - we have to be patient.
Ludlow castle (a fine piece of masonry overlooking the Shropshire plains), will have to bide his time. As will those of us who have been focussed on this gem (er, -to be proved)---- just that bit longer.
The signs are good and in my opinion, the longer OXB can hold-off a partnering deal the better. ( They have sufficient funds I understand, standing at many Millions) - I suspect Prof AK isn't about to do a cheap deal....and as long as the OXB-products appear to be good, or even better than what's about currently, there is hope we could see ......1+
Ah! - that would be good, so patience - we have seen a sea-change from 30p-ish at the start of the year to about 50p-ish now (ie in two months). The market should still be buying March/April (end of PEP/ISA year), then we could see a further rise, maybe half as much again - say 60p-ish.....but expect a fall-back to 50p-ish over the long summer.....(I assume no approval, although this could be "anytime")...
Approval will make the Market react IMHO and a 50% rise is not impossible, so that would put OXB on a new plateau between 75-90p depending upon the results and the "then-sp".....will it hit 1 this year?....I have my doubts on approval-alone...........a deal would be nice.......since OXB needs a partner that knows the US-market.....but with Approval AND Partner-deal it would seem an easy reach.....so let's hope-so.
Well, holding-it looks fine from here.
....DYOR, as always.....
queen1
- 19 Feb 2007 13:32
- 939 of 1451
Thanks hongon, interesting read.
Ludlow Castle
- 19 Feb 2007 16:20
- 940 of 1451
Fair value on a world-wide deal for TroVax, or a take-over, would be more like 140p to 160p.
PARKIN
- 19 Feb 2007 21:33
- 941 of 1451
Be nice to see it up @ that value of approx 1.00. per share
micky468
- 21 Feb 2007 12:02
- 942 of 1451
news out ?
Ludlow Castle
- 22 Feb 2007 21:11
- 943 of 1451
PARKIN, I reckon OXB are currently worth 140p to 160p.
TroVax could secure the Company one of the biggest partnering deals in the biotech sector so far, for example, at least $100m upfront and $800m in milestones, maybe more judging by some other recent deals (they just keep getting bigger and bigger, and for ever more early stage drugs).
micky468
- 27 Feb 2007 09:06
- 944 of 1451
cynic whats your views on this one how do the chart much up their allso news out today with some more news out on march 6th..........
hangon
- 28 Feb 2007 10:12
- 945 of 1451
FWIW: there are to be institutional presentations next week (see RNS), and you can view the web-cast - not the best of software interpretations, but it's sure better than catching the train.
Threrfore I expect some price rise, as MM's get better prices once institutions show willingness to buy.
[Of course, the sp must be seen in relation to the Market as a whole - - if we see further falls (blamed on China?), then expect OXB to be affected however slightly.]
I'm just hoping OXB continues to gather strength; it looks a long way from the 20p region of not so long ago. Perhaps we shall have some progress on the trials - that would be bound to affect the sp as we get closer to pay-back time.
Ludlow Castle
- 28 Feb 2007 11:33
- 946 of 1451
The Preliminary Annual Results and associated webcast presentation next Tuesday, should see Alan Kingsman giving a positive update on progress towards a deal for TroVax; and further positive press coverage of OXB.
Conclusion of a deal for TroVax must now be very close.