Added to YB: 2026-09-25
Pitch date: 2026-09-22
OXB.L [bullish]
Oxford Biomedica plc
-2.97%
current return
Author Info
Company Info
Oxford Biomedica plc, a contract development and manufacturing organization, focuses on delivering therapies to patients worldwide.
Market Cap
GBP 596.7M
Pitch Price
GBP 5.05
Price Target
N/A
Dividend
N/A
EV/EBITDA
-40.57
P/E
-14.49
EV/Sales
3.88
Sector
Biotechnology
Category
special_situation
Oxford Biomedica (OXB) - orphaned CDMO that maybe shouldn’t stay listed
OXB.L: Oxford Biomedica offers takeover optionality plus a standalone growth case: reports suggest EQT may revisit after four rejected bids, with rumored interest around £9-10 per share versus a sub-500p share price. Meanwhile, Durham is back online, FY27 growth guidance is 25-30%, and the shares trade at ~2.2-2.8x FY26-27 EV/sales versus 5-6x for larger peers. Risks are uncertain bid reports, staged customer contracting and recent execution missteps.
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