Market's view on Oxford Biomedica
Published on April 2024
- A stock watcher pointed out that Oxford BioMedica (OXB) is positioned at the forefront of the CGT CDMO market, which is expected to grow significantly by 2028. They highlighted that OXB can handle both its own and external vectors, offering flexibility in manufacturing.
- Discussions highlighted that OXB has been more profitable by selling manufacturing capabilities (shovels) rather than focusing solely on discovering new drugs (gold), particularly in partnerships like those involving lenti for liver targeting.
- Concerns were raised about the market’s potential underestimation of OXB, suggesting that it may not be properly valued due to liquidity concerns and other factors despite its partnerships and operational strategies.
- There were mentions of a potential “Darktrace situation” developing, hinting at unforeseen issues or a unique scenario unfolding within the company.
- A hint towards an announcement possibly aligning with financial results was discussed, suggesting that OXB might reveal significant news soon to boost its market presence or address operational forecasts.
- A stock watcher mentioned the historic rise of Pfizer after a gene therapy approval, discussing the implications for the broader market and potentially for companies like OXB engaged in similar fields.
- A detailed discussion about the global CGT CDMO market forecasts was shared, emphasizing its growth and how OXB’s unique positioning as a dedicated CGT viral vector CDMO could significantly benefit from market expansion.
- Comments on the stock’s movement were mixed, with some watchers noting a stealthy improvement and others concerned about potential price manipulation efforts as observed in trading patterns.
- Expectations are set for upcoming financial results to possibly catalyze a reevaluation of the stock, depending on how OXB addresses its past losses and its strategies for future profitability and growth.