Oxford BioMedica PLC (OXBDF)

[marcusl2]

Stuart, finances for Axo-Lenti-PD pretty spectacular. Firmly believe accelerated route to market.

A couple of new assets will be moved into the pipeline over the next few months from the lab. OXB will talk about those soon. These match the direction of existing clients. Maybe brain (axovant) liver ( Sanofi ) etc. ?

Revenue potential looks fab. Substantial growth.

Hope to be a part of Novartis` drug progression beyond the 2nd CAR T.

Pipeline has never looked healthier in term of feasibility studies for new customers.

Enormous growth opportunities.

Mentioned process C

3 clean rooms working flat out. Bullish about 2nd half revenue.

TRiP improves by x 10 so looking at out-licensing deal of up front and royalty. Does lenti and AAV. Good IP too.

Working on an awful lot of feasibility so expect further deals over next 12 months.

Manufacturing process is difficult so a real barrier to entry for others.