OXB Share Price Performance
UK£6.07
1.95 (47.15%)
2.4% overvalued intrinsic discount
UK£5.93
Fair Value
Price UK£6.07
AnalystConsensusTarget UK£5.93
AnalystHighTarget UK£9.01
AnalystLowTarget UK£3.80
Fair ValueUK£5.93
Share Pricen/a
Oxford Biomedica plc Stock Price
- 3 Narratives written by author
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- 30 Fair Values set on narratives written by author
OXB Community Narratives
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Fair Value UK£5.93 2.4% overvalued intrinsic discount
CDMO Expansion Will Widen Global Cell And Gene Therapy Access
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Fair Value UK£9.01 32.6% undervalued intrinsic discount
Expanding Global Cell And Gene Therapies Will Drive Vector Opportunities
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Fair Value UK£3.8 59.7% overvalued intrinsic discount
Rising Capital Costs And Fierce Competition Will Constrain CDMO Growth
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CDMO Expansion Will Widen Global Cell And Gene Therapy Access
Key Takeaways Expansion into AAV and other vector types reduces dependency risks and supports earnings growth through diversified revenue streams. Strategic initiatives and expanded operations within the cell and gene therapy market drive revenue growth and enhance market share opportunities.Read more
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AN
UK£5.93
2.4% overvalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
26.18% p.a.
Profit Margin
8.4%
Future PE
35.06x
Share price in 2028
UK£7.2
Expanding Global Cell And Gene Therapies Will Drive Vector Opportunities
Key Takeaways Strong commercial traction, technical leadership, and high pipeline maturity position the company for faster revenue and cash growth than sector trends suggest. Expanding use cases and regulatory tailwinds in cell and gene therapy boost recurring revenue prospects, with the stock undervaluing the long-term market opportunity.Read more
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AN
UK£9.01
32.6% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
36.43% p.a.
Profit Margin
15.66%
Future PE
25.85x
Share price in 2028
UK£12.49
Rising Capital Costs And Fierce Competition Will Constrain CDMO Growth
Key Takeaways Rising borrowing costs, regulatory hurdles, and market commoditization threaten Oxford Biomedica's funding ability, profitability, and long-term financial targets. Client concentration and intensifying competition from larger industry players expose the company to revenue volatility and margin pressure.Read more
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UK£3.8
59.7% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
20.08% p.a.
Profit Margin
7.45%
Future PE
33.57x
Share price in 2028
UK£5.27
Recently Updated Narratives
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CDMO Expansion Will Widen Global Cell And Gene Therapy Access
Fair Value: UK£5.93 2.4% overvalued intrinsic discount
20 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Rising Capital Costs And Fierce Competition Will Constrain CDMO Growth
Fair Value: UK£3.8 59.7% overvalued intrinsic discount
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Expanding Global Cell And Gene Therapies Will Drive Vector Opportunities
Fair Value: UK£9.01 32.6% undervalued intrinsic discount
1 followerusers have followed this narrative
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Snowflake Analysis
Oxford Biomedica plc Key Details
Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
n/a
- -0.31
- 44.12%
- -24.51%
- 112.5%
About OXB
- Founded
- 1996
- Employees
- 900
- CEO
- WebsiteView website
Oxford Biomedica plc, a contract development and manufacturing organization, focuses on delivering therapies to patients worldwide. Its LentiVector platform technology is a lentiviral vector based gene delivery system which is designed to overcome the safety and delivery problems associated with earlier generations of vector systems. The company operates in two segments, Platform and Product. The Platform segment engages in bioprocessing and process development activities for third parties. The Product segment is involved in the research and development of new gene therapeutic product candidates. The company collaborates with pharmaceutical and biotechnology companies providing viral vector development and manufacturing services in lentivirus, adeno-associated virus, adenoviral vectors, and other viral vector types. The company was formerly known as Pinco 838 Limited and changed its name to Oxford Biomedica plc in October 1996. Oxford Biomedica plc was incorporated in 1996 and is headquartered in Oxford, the United Kingdom.
