MaX ProfOrdiS
08 Sep 2017
Despite ... ... the bearish charts, I'm going to put my neck out and say that I do believe that OXB may have turned this morning.Somebody was in first thing to pick up 500,000 at 9.0327 and the bid/offer spread is now edging up.I saw yesterday's RNS that Joy Group have recently disposed of 30m shares, which might explain the "strange" price movements over the last month.
S17
07 Sep 2017
Re: Marketing Authority is next line That's the trouble with this share. Too few buyers understand the science and the long lead time from initial research, to discovery, careful testing, further development with other companies, to production, to selling enough to make a profit. All the talk of charts and MMs is fine, but the fundamental issue is how well all the above can be managed along with the cash burn until substantial and reliable revenues can flow in. Almost 20 years ago I wrote of taking a 10 year view and was told I was too pessimistic. I warned that speculators would make, and lose along the way, but the MMs would always ensure they won. Dead right I've been. I still think we may need to look beyond a year or two, and 5 years is a more reasonable timescale before we'll know which way this is going.In 5 years we could have failed entirely, been taken over, or the SP may be 5, 10 or 50 times higher. I wrote off such hopes many years ago, but wouldn't mind if that did eventually happen - although 50x won't! In all probability we'll be tottering along, hand to mouth, still looking forward to jam tomorow.In the meantime I'm happy that OXB is developing science that may one day lead to treatments to benefit future generations.
d gaser
07 Sep 2017
Marketing Authority is next line Just because we have FDA approval it doesn't mean we can start production and the market knows this ,it can take another 6 months be fore Novartis will gain marketing approval ,and this includes pre production testing to ensure the product is safe once the manufacturing lines start.It could take another 3 months from that date before the product is offered to the likes of N.I.C.E ,or the U.S.A or European agencies' ,or any other countries agencies, the product will go through scrutiny and price negotiations before they can even think about selling it ,in all, it could be another year to eighteen months before any country agree to use it ,but there again, they could accept the product with in 6 months if the price is right, and they can prove the procedure will help them make savings but even then they would have to train the doctors on how to use it ..This time gap is probably why the price is now falling back again, what happens next lie's with the individual countries health authorities,and how quick this procedure is taken up and marketed .PDYH BE HAPPYDAVE
Trouble_Two
07 Sep 2017
Re: Sell: Bearish Charts MaxThis news is not helping the Novartis or OXB share prices, it should because it lengthens the time where we have the market, but I guess investors do not know the difference between our CAR-T treatment and an allogeneic CAR-T. Since the "good news" this share has gone from 11p to 8.8p. SP support around 6p. Maybe I should stay away from shares that I don't understand (i.e. HEALTH). If I look at the performance of this share since the "good news", then I am really confused and lost faith (even with 25 years of trading). But as always DYOR and GL.TT
MaX ProfOrdiS
07 Sep 2017
Re: Sell: Bearish Charts That's a buy signal in my books; Trouble-Two has been a 100% wrong thus far! Only joking!Still mulling this one nd trying to make sense of the recent price movements.
pharmaspecialist
07 Sep 2017
Gene therapy fantasy deal? Am I being too optimistic or could there be a chance of creating one of the world's leading gene therapy companies by merging OXB with another Oxford University spin-off, Nightstar Therapeutics? Nightstar is undergoing an IPO on Nasdaq hoping to raising £65m for further clinical development , having raised £34M privately in July 2017. A merger would reduce risk by adding diversity to the resulting company as Nightstar uses a different viral vector system to OXB. I am sure OXB's regulatory experience and bioprocessing expertise would come in useful for Nightstar which, like OXB, includes two products in clinical trials for eye disorders. There surely must be some synergy there. Nightstar would also gain a ready made marketing partner (Novartis) and funding raised for a potential merger would enable OXB to develop its wholly owned product candidates a bit further to the point where it could get decent royalties through partnership deals. This would also fit in with the philosophy of Nightstar's major shareholder, Syncona, of it reaping the full rewards of biotechnology developed in the UK academic sector. You may ask why Nightstar hasn't already merged with OXB, well I am sure the US is the right place for OXB to list so Nightstar's ability to raise funds and get a US listing before a takeover/merger with OXB is not necessarily silly. Following Gileads' takeover of Kite and the approval of Kymriah, interest in CAR-T & gene therapy companies has soared in the US and I am sure Nightstar is right in taking advantage of this for an IPO as soon as possible. Of course, as with all biotech mergers, the egos would have to fit in with the transaction but, on the surface at least, it would seem to make sense. Does anyone agree?
supeman1
19 Apr 2016
something going on?
supeman1
11 Jan 2016
next move should be down
supeman1
05 Jan 2016
NA DAD CAT BOUNCE
supeman1
03 Nov 2015
@ 50p
supeman1
03 Nov 2015
takeover imho
supeman1
03 Nov 2015
the big boys eyeing up this one
supeman1
03 Jul 2015
summer doldrums will pick up in the autum
supeman1
13 Apr 2015
looks to have hit the ceiling to me
supeman1
13 Apr 2015
exec talks very quickly!!
