apple
- 25 Mar 2004 20:47
hlyeo98
- 22 Nov 2007 12:09
- 1041 of 1451
Certainly an expert on graphs you are, robstuff, predicting hitting 70p...time will tell.
Hlyeo98 you obviously know nothing about this company.It is in it's most exciting phase in it's history with potentially massive blockbusting products not far off, take a look at advfn.com to find out more from doctors and bioscience experts, Trovax alone could transform OXB share price into many pounds. Hlyeo this is a very dangerous time to be shorting this stock which i assume you are doing so take care. Also the graph has now shown a double bottom and the 6mth target would indicate 70p, a great opportunity to get in cheap or top up as has a director yesterday and myself
Toya
- 22 Nov 2007 12:23
- 1042 of 1451
To me, the recent fall in the sp indicates that the Big Deal is perhaps receding into the distance - that's not to say it will not happen eventually; I'm sure it will. However, I have to confess that I sold out again when the tide turned a few days ago. These pharmacos can be very volatile, and I'd rather not incur too many heavy losses. The time to buy back, I think, is when there is clear upward movement again - and I'm not convinced today is the day.
hangon
- 22 Nov 2007 18:12
- 1043 of 1451
Post 1041 looks like it is Hlyeo98 posting to himself - or is my Browser rendering incorrectly?
Toya, I don't think the Big Deal is that far off, indeed the Sanofi-deal rather confirms that Big-Pharma are willing to commit before the final whistle.
However the current sp fall is more to do with the Patent problem - for if this does go the wrong way it will mean that what OXB is offering is worth a lot less than we hoped.... . and "if anything" . . might be the perception.
Nevertheless, the recent ann. about the Legal Case appears to conform it is Good....but that's not to say it will be resolved in OXB's favour.
There is also the spectre of a general melt-down in stocks and if you want a further reason: - the fall in exchange-rate which means that any US-based profits ( of deal!) will be worth a lot less than a couple of years ago.
I sold some about 3 months ago.
hlyeo98
- 22 Nov 2007 19:15
- 1044 of 1451
Hangon, the post was from post 1023 from robstuff.
MUNI
- 23 Nov 2007 11:10
- 1045 of 1451
The chance is greater for the patent to go through than not. At the moment the price is very good and I think it is really time for the big buys and hold without any panic.
robstuff
- 29 Nov 2007 13:50
- 1046 of 1451
Announced today:
Oxford, UK: 29 November 2007: Oxford BioMedica (LSE: OXB), a leading gene
therapy company, announced today that it has been presented with the techMARK
2007 Achievement of the Year award for its collaboration with sanofi-aventis.
The techMARK Awards, organised by the London Stock Exchange, are designed to
reward outstanding achievement in the technology market. Professor Alan
Kingsman, Oxford BioMedica's Chief Executive Officer, collected the award last
night during the ceremony held at the InterContinental Hotel in London.
Professor Kingsman commented: 'The sanofi-aventis deal was a transformational
event for Oxford BioMedica that provides both near and long-term value as well
as clear endorsement of our most advanced product. I am honoured to receive this
prestigious award. It is a testament to the achievement of the entire team at
Oxford BioMedica.'
Toya
- 29 Nov 2007 18:53
- 1047 of 1451
It was certainly a transformational deal - the sp has been suffering ever since!
I don't hold any stock currently as I now take the view that it's best to sell when I see the worm turn. By the same token, I do keep this on my watchlist, just in case...
queen1
- 29 Nov 2007 22:02
- 1048 of 1451
It's a crazy old World. I thought we'd be heading towards a 1 for sure by now but then what do I know!
robstuff
- 30 Nov 2007 11:04
- 1049 of 1451
there's no sense in OXB share price - look back to 2000 when all Bios went mad and oxb hit £1.32 briefly. The company has come a long way since - it's just impossible to value especially as success of it's technologies is not guaranteed but each month we get closer!
Toya
- 30 Nov 2007 18:33
- 1051 of 1451
Just saw this, courtesy of FierceBiotech (I'm on their email list):
Sanofi-Aventis would acquire biotech company if deal good
November 30, 2007: 06:09 AM EST
PARIS, Nov. 30, 2007 (Thomson Financial delivered by Newstex) -- Sanofi-Aventis (NYSE:SNY) is prepared to make acquisitions or partnerships with biotech companies as it aims to double or triple by 2012 the proportion of drugs it produces using biotechnology, research chief Marc Cluzel said. 'If there is a good deal to be done, we will do it,' he told journalists...'
Should we remind them of ailing OXB? I'm sure they'd like to do a deal!
hangon
- 03 Dec 2007 10:02
- 1052 of 1451
Sanofi already has a deal with OXB....( and OXB has some deals with other Pharmas too).
-as OXB Trials progress, the position will improve, so I can't see why Sanofi would want to get a stronger grip on something they already have. Sure, it would (could?) give them exclusivity, but they have invested enough for the time being and will be wanting to see this mature before throwing more money at it.
It would be more prudent for Sanofi to take a stake in other UK Bio's.....before the likes of GSK realise their own Patent-Pipe is empty!
IMHO.the current OXB weakness is because despite such deals, the cash is quite small "per share" ( just a few pence), so we are nowhere near a situation where the company is valuable for the cash alone, with 'promises' in for free, as it were.
I suspect OXB will exhibit weakness until some Trial-data is produced, for everything else is no-more than speculation. I suspect Sanofi are only telling their shareholders that "Sanofi is looking to the future.." - For, announcing to the Biotech Industry would be counter-productive, as it might raise hopes ( and prices) for new targets.
I hold OXB from c.40p last purchase...and expect Trial results in 2008 soonest.
Indeed I suspect any earlier Deal (such as the earlier Sanofi-), would be written in such a way that a stelth-take-over would be disallowed; if only to maintain OXB's hand in any other parallel deals OXB might do......that would make sound sense to me.
Frankly, I can't see OXB Execs wanting to sell-out when the "Big Prize" is so close(2008?). Any further investment by Sanofi would reduce OXB's value for other bidders and for that reason alone I don't see any fresh link.
If the RNS came from OXB, that would be a different matter..... so why make any connection, eh?
driver
- 10 Dec 2007 08:45
- 1053 of 1451
OXFORD BIOMEDICA ANNOUNCES DATA SAFETY MONITORING BOARD RECOMMENDATION TO
CONTINUE TROVAX(R) PHASE III TRIAL IN RENAL CANCER
http://moneyam.uk-wire.com/cgi-bin/articles/200712100700354839J.html
hangon
- 11 Dec 2007 21:25
- 1054 of 1451
Yes, driver I read that... and there has been another RNS:- "Major interest in Shares" - yet neither of these ann's is really earth-shattering, IMHO.
With Sanofi being a major force in Oncology, their investment shows Belief in Trovax - so the question of "data" was a red-herring from the start -(although good to put it behind!). The major interest in shares:-I admit I don't understand this official form - it's almost meaningless to me - - anyone understand the words/figures?. (It looks to me as though an institutional buyer has moved some shares from one place to another)....yet it's made no effect on the sp, so I guess it is NOT significant and I expect the sp to drift-down at least until some solid news, likely to excite anyone with an eye to profits.
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.