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1. Company Snapshot

1.a. Company Description

Oxford Biomedica plc, a biopharmaceutical company, engages in the research, development, and bioprocessing of cell and gene therapy products in Europe and internationally.The company operates in two segments, Platform and Product.Its LentiVector platform technology integrates genes into non-dividing cells, including neurons in the brain and retinal cells in the eye, as well as accommodates various therapeutic genes.


The company's products under development stage include Axo-Lenti-PD, a gene-based treatment for parkinson's disease; OXB-302, which is in pre-clinical stage for the treatment of haematological tumours; OXB-401 that is in pre-clinical stage for the treatment of liver indication; OXB-40X for liver indication; and OXB-40Y for liver indication.The company has partnerships with Novartis, Bristol Myers Squibb, Sio Gene Therapies, Orchard Therapeutics, Boehringer Ingelheim, the UK Cystic Fibrosis Gene Therapy Consortium, Immatics, Arcellx, and Vaccines Manufacturing and Innovation Centre.The company also has a research collaboration agreement with Circularis Biotechnologies to identify novel tissue specific promoters for in vivo lentiviral gene therapy products; Virica Biotech for scaling of viral medicines; Isolere Bio provides a platform technology for tackling downstream inefficiencies in the manufacturing of biologics; and BiologIC Technologies provides novel biocomputer system for viral vector development.


Oxford Biomedica plc was founded in 1995 and is headquartered in Oxford, the United Kingdom.

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1.b. Last Insights on OXB

The recent 3-month performance of Oxford Biomedica plc was negatively impacted by the company's operating EBITDA loss of £(15.3) million for the full year, despite a 44% revenue increase and significant EBITDA improvement. The company's high growth rate of 81% in organic revenue was not enough to offset the operating loss, which was in line with expectations. Additionally, the company's contracted value of client orders signed during 2024 reached approximately £186 million at 31 December 2024, an increase, but this growth was not enough to offset the operating loss.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Oxford Biomedica plc (LON:OXB): Are Analysts Optimistic?

Nov -01

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OXB honoured at 2025 CDMO Leadership Awards Europe in ‘Cell & Gene Therapy’ category

Oct -29

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OXB to participate in upcoming investor conferences and events

Oct -27

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OXB acquires commercial-scale viral vector facility in North Carolina for $4.5M

Oct -08

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OXB expands US footprint with acquisition of commercial-scale viral vector facility in North Carolina

Oct -07

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Burberry to reclaim FTSE 100 spot as Taylor Wimpey and Unite drop out

Sep -04

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UK Value Stock Picks Featuring NIOX Group And Two More Companies With Estimated Discounted Valuations

Aug -29

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Exploring European Undervalued Small Caps With Insider Buying

Aug -28

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (11.43%)

6. Segments

Platform

Expected Growth: 11.43%

Oxford Biomedica's platform growth is driven by increasing adoption of gene and cell therapies, strong partnerships with leading pharmaceutical companies, and a growing pipeline of novel therapies. The company's LentiVector platform has demonstrated success in multiple indications, and its scalable manufacturing capabilities position it for long-term growth.

Product

Expected Growth: 11.3%

Oxford Biomedica's 11.3% growth is driven by increasing demand for its lentiviral vector products, particularly in the gene therapy market. Strong partnerships with leading biotech companies, such as Novartis and Bristol-Myers Squibb, contribute to revenue growth. Additionally, the company's expanding manufacturing capacity and investment in research and development support its growth momentum.

7. Detailed Products

LentiVector

LentiVector is a lentiviral vector technology used for gene therapy, allowing for the delivery of therapeutic genes to cells.

5T4 antibody

5T4 is a tumor-associated antigen used as a target for cancer therapies, including antibody-based treatments.

OXB-102

OXB-102 is a gene therapy for the treatment of Parkinson's disease, using a lentiviral vector to deliver a therapeutic gene to the brain.

OXB-201

OXB-201 is a gene therapy for the treatment of ocular diseases, including wet age-related macular degeneration.

Vector manufacturing

Oxford Biomedica provides contract manufacturing services for lentiviral vectors, supporting the development of gene therapies.

8. Oxford Biomedica plc's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Oxford Biomedica plc is moderate due to the presence of alternative gene therapy products and services in the market.

Bargaining Power Of Customers

The bargaining power of customers for Oxford Biomedica plc is low due to the specialized nature of its gene therapy products and services, which limits the ability of customers to negotiate prices.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Oxford Biomedica plc is moderate due to the presence of multiple suppliers of raw materials and services, which limits their negotiating power.

Threat Of New Entrants

The threat of new entrants for Oxford Biomedica plc is high due to the growing demand for gene therapy products and services, which attracts new companies to enter the market.

Intensity Of Rivalry

The intensity of rivalry for Oxford Biomedica plc is high due to the presence of established competitors in the gene therapy market, which leads to intense competition for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 36.31%
Debt Cost 8.63%
Equity Weight 63.69%
Equity Cost 8.63%
WACC 8.63%
Leverage 57.01%

11. Quality Control: Oxford Biomedica plc passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Sol-Gel Technologies

A-Score: 4.4/10

Value: 6.6

Growth: 3.7

Quality: 6.0

Yield: 0.0

Momentum: 10.0

Volatility: 0.0

1-Year Total Return ->

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Stock-Card
Oxford Biomedica

A-Score: 3.7/10

Value: 6.4

Growth: 2.0

Quality: 3.1

Yield: 0.0

Momentum: 9.0

Volatility: 1.7

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Exscientia

A-Score: 3.4/10

Value: 7.0

Growth: 2.2

Quality: 3.6

Yield: 0.0

Momentum: 4.0

Volatility: 3.3

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Moolec Science

A-Score: 3.1/10

Value: 7.8

Growth: 3.3

Quality: 2.5

Yield: 0.0

Momentum: 5.0

Volatility: 0.0

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Evogene

A-Score: 3.0/10

Value: 9.0

Growth: 3.0

Quality: 5.6

Yield: 0.0

Momentum: 0.5

Volatility: 0.0

1-Year Total Return ->

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Affimed

A-Score: 2.2/10

Value: 8.2

Growth: 0.9

Quality: 4.2

Yield: 0.0

Momentum: 0.0

Volatility: 0.0

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

6.19$

Current Price

6.19$

Potential

-0.00%

Expected Cash-Flows