OXB - Ticker AI Digest

Oxford BioMedica PLC 📰 1

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OXB 06:01
Oxford BioMedica PLC
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OXB 06:01
Oxford BioMedica PLC
Multi-year supply agreement with BMS
Open AI Digest
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**Summary**
Oxford Biomedica PLC (OXB) has signed a new multi-year Commercial Supply Agreement (CSA) with Bristol Myers Squibb (BMS) to manufacture and supply lentiviral vectors for BMS’s CAR-T cell therapy programs. This agreement, announced on February 4, 2026, expands their existing partnership established in March 2020. The five-year initial term includes an option to extend, with commercial manufacturing expected to begin in 2026, pending regulatory approval of the CAR-T products. Manufacturing will take place at OXB’s facilities in Oxford, UK, and Durham, NC, USA.
The CSA is projected to generate significant multi-year revenue, supporting OXB’s medium-term financial goals and reinforcing its position as a leading cell and gene therapy CDMO. Dr. Sebastien Ribault, OXB’s Chief Business Officer, highlighted the milestone as a transition from clinical to commercial manufacturing, emphasizing confidence in the partnership and the company’s strategic execution. Chris Holt of BMS praised OXB’s expertise and reliability in delivering high-quality viral vectors, ensuring scalable manufacturing capacity for BMS’s innovative CAR-T therapies.
OXB, a FTSE250 and FTSE4Good constituent, has 30 years of experience in viral vector development and manufacturing, collaborating with global pharmaceutical and biotech leaders. This agreement underscores OXB’s commitment to enabling life-changing therapies and its strong track record in the cell and gene therapy sector.
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Updates 1
OXB 06:04
Oxford BioMedica PLC
Full year Trading Update and Notice of Results
Open AI Digest
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**Summary**
Oxford Biomedica PLC (OXB) released a full-year trading update for 2025, highlighting strong financial performance and strategic progress. Key points include
1. **Revenue Growth**FY 2025 revenues are expected to reach £166-169 million, a 30% increase from 2024 and nearly 90% growth since 2023, driven by sustained demand for viral vector services and operational efficiency.
2. **EBITDA Profitability**OXB achieved EBITDA profitability in 2025, with mid-to-high single-digit £ million Operating EBITDA, including a non-recurring gain from the Durham, NC acquisition. Underlying EBITDA (excluding the acquisition) is in line with guidance at low single-digit £ million.
3. **Contracted Orders**The contracted value of client orders increased by 20% to £224 million, reflecting strong demand from existing and new clients.
4. **Financial Position**OXB strengthened its balance sheet with a £60 million equity raise and a new $125 million loan facility, supporting capacity expansion and growth initiatives.
5. **Future Outlook**The company reiterated its guidance, expecting FY 2026 revenues of £220-240 million, with 25-30% annual growth in 2027 and 2028. EBITDA margins are projected to exceed 10% in 2026 and reach at least 20% in 2027, with long-term potential to approach 30%.
6. **Preliminary Results**OXB will announce its preliminary results for 2025 on March 26, 2026, with a virtual analyst briefing led by CEO Dr. Frank Mathias.
The update underscores OXBs successful execution of its CDMO strategy, strong commercial momentum, and optimism for continued growth and profitability in the coming years.
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All Market News (Last 30 Days) 11
OXB 06:01
Oxford BioMedica PLC
Total Voting Rights
OXB 11:34
Oxford BioMedica PLC
Response to Rule 2.8 Announcement
OXB 06:04
Oxford BioMedica PLC
Full year Trading Update and Notice of Results
Open AI Digest
Return to today’s catalyst cards, chart beacons and AI charts.
**Summary**
Oxford Biomedica PLC (OXB) released a full-year trading update for 2025, highlighting strong financial performance and strategic progress. Key points include
1. **Revenue Growth**FY 2025 revenues are expected to reach £166-169 million, a 30% increase from 2024 and nearly 90% growth since 2023, driven by sustained demand for viral vector services and operational efficiency.
2. **EBITDA Profitability**OXB achieved EBITDA profitability in 2025, with mid-to-high single-digit £ million Operating EBITDA, including a non-recurring gain from the Durham, NC acquisition. Underlying EBITDA (excluding the acquisition) is in line with guidance at low single-digit £ million.
3. **Contracted Orders**The contracted value of client orders increased by 20% to £224 million, reflecting strong demand from existing and new clients.
4. **Financial Position**OXB strengthened its balance sheet with a £60 million equity raise and a new $125 million loan facility, supporting capacity expansion and growth initiatives.
5. **Future Outlook**The company reiterated its guidance, expecting FY 2026 revenues of £220-240 million, with 25-30% annual growth in 2027 and 2028. EBITDA margins are projected to exceed 10% in 2026 and reach at least 20% in 2027, with long-term potential to approach 30%.
6. **Preliminary Results**OXB will announce its preliminary results for 2025 on March 26, 2026, with a virtual analyst briefing led by CEO Dr. Frank Mathias.
The update underscores OXBs successful execution of its CDMO strategy, strong commercial momentum, and optimism for continued growth and profitability in the coming years.
OXB 08:45
Oxford BioMedica PLC
Rule 2.9 Announcement
OXB 14:02
Oxford BioMedica PLC
Extension of PUSU Deadline
OXB 06:01
Oxford BioMedica PLC
Rule 2.9 Announcement
OXB 06:01
Oxford BioMedica PLC
Rule 2.9 Announcement
OXB 06:01
Oxford BioMedica PLC
Multi-year supply agreement with BMS
Open AI Digest
Return to today’s catalyst cards, chart beacons and AI charts.
**Summary**
Oxford Biomedica PLC (OXB) has signed a new multi-year Commercial Supply Agreement (CSA) with Bristol Myers Squibb (BMS) to manufacture and supply lentiviral vectors for BMS’s CAR-T cell therapy programs. This agreement, announced on February 4, 2026, expands their existing partnership established in March 2020. The five-year initial term includes an option to extend, with commercial manufacturing expected to begin in 2026, pending regulatory approval of the CAR-T products. Manufacturing will take place at OXB’s facilities in Oxford, UK, and Durham, NC, USA.
The CSA is projected to generate significant multi-year revenue, supporting OXB’s medium-term financial goals and reinforcing its position as a leading cell and gene therapy CDMO. Dr. Sebastien Ribault, OXB’s Chief Business Officer, highlighted the milestone as a transition from clinical to commercial manufacturing, emphasizing confidence in the partnership and the company’s strategic execution. Chris Holt of BMS praised OXB’s expertise and reliability in delivering high-quality viral vectors, ensuring scalable manufacturing capacity for BMS’s innovative CAR-T therapies.
OXB, a FTSE250 and FTSE4Good constituent, has 30 years of experience in viral vector development and manufacturing, collaborating with global pharmaceutical and biotech leaders. This agreement underscores OXB’s commitment to enabling life-changing therapies and its strong track record in the cell and gene therapy sector.
OXB 06:01
Oxford BioMedica PLC
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Fundamentals Matrix

Overall Fundamentals
Signal: Pending
Capital Strength
Signal: Pending
Float Liquidity
Signal: Pending
Short Pressure
Signal: Pending
Target Setup
Signal: Pending
Market Profile
Signal: Pending
Market Cap
755622208
Enterprise Value
327833340
Public Float
50.28
Broker Target
842.857
Shares Out
120899550
Long Interest
94
Short Interest
6
Exchange
LSE
Currency Code
GBX
ISIN
GB00BDFBVT43
Market
LSE - MAIN MARKET
Sector
Pharmaceuticals and Biotechnology
Float / Shares Ratio
-
Short vs Long Delta
-
EV / Market Cap
-

Financials Matrix

Overall Stability
Signal: Pending
Profitability
Signal: Pending
Debt & Cash
Signal: Pending
Valuation Risk
Signal: Pending
Forward Expectation
Signal: Pending
Dividend Safety
Signal: Pending
Divi Rate
-
Ex Divi
2009-01-01
Earnings Date
2026-04-09
Net Debt
9756000.0
Cash
96884000.0
EPS
-0.27
Net Income
-30128000.0
Revenue
168741000.0
Enterprise Value
327833340
Trailing PE
-
Forward PE
208.3333
Price Sales TTM
4.478
Price Book MRQ
7.5706
EV Revenue
4.402
EV EBITDA
307.9558

Capital Radar

Capital Regime
Building signal blend...
Smart Money Tilt
Public vs institutions
Target Conviction
Broker coverage pulse
Insider Pressure
Director + TR1 flow
Last Held Position
-
Public Hands
-
Institutions
34.1457
Institutions As Of
2025-11-03
Avg Broker Target
-
Upside Vs Price
-
Purchase Director Dealing
4
Sale Director Dealing
3
Purchase TR1
10
Sale TR1
2
Broker Coverage Rows
8
Institution Holders Tracked
5
Public Vs Institutional Ownership (3D)
Top Institution Holders (Latest Per Holder)
Director Dealing Sentiment Flow
Broker Target Bias
Signal: Pending
Capital Momentum Matrix
Broker Targets Vs Price
Aggregated Institution Weight By Holder

Short Data - Last 30 Days

Nexus Pulse Engine

Overall Buy/Sell/Hold
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Technical Composite
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Financial Composite
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Fundamental Composite
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Short Pressure
Signal: Pending
Momentum Bias
Signal: Pending

Volatility Lab

ATR(14)
Realized Vol (20d)
Volume Spike Z

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