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Oxford BioMedica plc (GB:OXB)
LSE:OXB
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Oxford BioMedica (OXB) AI Stock Analysis

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GB:OXB

Oxford BioMedica

(LSE:OXB)

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Neutral 43 (OpenAI - Gpt-5.6Sol)
Rating:43Neutral
Price Target:
420.00 p
▼(-19.85% Downside)
Action:Reiterated
Date:08/07/26
The score is primarily held back by weak financial performance (still loss-making with negative operating/free cash flow) and bearish technicals (below key moving averages with negative MACD). Valuation also provides limited support due to the negative P/E and no dividend yield data.
Positive Factors
Improving Revenue Growth
The return to meaningful revenue growth indicates improving demand for Oxford BioMedica’s viral-vector development and manufacturing services. If sustained across client programs, stronger top-line expansion can improve facility utilization, support operating leverage, and broaden the company’s path toward sustainable profitability.
Negative Factors
Persistent Losses
Oxford BioMedica has not yet demonstrated sustainable earnings power, despite improved revenue growth. Continued operating and net losses reduce internally generated capital, make results more dependent on future execution, and could delay the point at which growth translates into durable shareholder returns.
Read all positive and negative factors
Positive Factors
Negative Factors
Improving Revenue Growth
The return to meaningful revenue growth indicates improving demand for Oxford BioMedica’s viral-vector development and manufacturing services. If sustained across client programs, stronger top-line expansion can improve facility utilization, support operating leverage, and broaden the company’s path toward sustainable profitability.
Read all positive factors

Oxford BioMedica (OXB) vs. iShares MSCI United Kingdom ETF (EWC)

Oxford BioMedica Business Overview & Revenue Model

Company Description
Oxford Biomedica plc is a biopharmaceutical firm focused on the discovery, advancement, and sophisticated bioprocessing of innovative cell and gene therapies. Operating globally, with a strong presence across Europe, the company organizes its acti...
How the Company Makes Money
Oxford BioMedica primarily makes money by providing contract development and manufacturing services for viral vectors (e.g., lentiviral and other viral vector modalities) used in advanced therapies. Key revenue streams typically include: (1) Devel...

Oxford BioMedica Earnings Call Summary

Earnings Call Date:Apr 09, 2025
(Q4-2024)
|
% Change Since: |
Next Earnings Date:Sep 22, 2026
Earnings Call Sentiment Positive
The earnings call presented a positive outlook with significant revenue growth, increased client orders, operational efficiency improvements, and strategic expansions. However, challenges such as the operating EBITDA loss and negative working capital movement were noted.
Positive Updates
Impressive Organic Revenue Growth
The company achieved an organic revenue growth of 81% and total revenues increased by 44% to GBP128.8 million in 2024.
Negative Updates
Operating EBITDA Loss
Despite improvements, the company reported an operating EBITDA loss of GBP15.3 million for 2024.
Read all updates
Q4-2024 Updates
Negative
Impressive Organic Revenue Growth
The company achieved an organic revenue growth of 81% and total revenues increased by 44% to GBP128.8 million in 2024.
Read all positive updates
Company Guidance
In the 2024 analyst briefing, OXB reported strong financial performance with an impressive organic revenue growth of 81%, resulting in total revenues of GBP128.8 million, a 44% increase from the previous year. Their pipeline expanded by 30% to $570 million, and customer orders grew by 35% to GBP186 million. The company achieved an operating EBITDA profit of GBP5 million in the second half of the year, narrowing their annual operating EBITDA loss to GBP15.3 million, a significant improvement from 2023's GBP52.8 million loss. For 2025, OXB expects revenues between GBP160 million and GBP170 million, with over 80% of this already covered by existing orders. The company plans to achieve a low single-digit million operating EBITDA profit, with a focus on continued margin expansion driven by operational efficiencies and strong commercial momentum.

Oxford BioMedica Financial Statement Overview

Summary
2025 showed improved revenue growth (+11.6%) and meaningfully reduced losses and cash outflows versus 2024, but the company remains unprofitable with negative operating and free cash flow and only moderately improved leverage—leaving financial flexibility constrained.
Income Statement
34
Negative
Balance Sheet
46
Neutral
Cash Flow
30
Negative
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue168.74M128.80M89.54M139.99M142.80M
Gross Profit65.98M53.02M39.73M69.18M82.64M
EBITDA-9.12M-14.33M-148.62M-10.80M33.22M
Net Income-30.13M-43.19M-157.49M-39.16M19.01M
Balance Sheet
Total Assets325.72M231.64M252.34M460.18M237.23M
Cash, Cash Equivalents and Short-Term Investments96.88M60.65M103.72M141.31M109.02M
Total Debt148.13M108.76M111.46M114.28M9.34M
Total Liabilities234.37M171.16M174.51M223.99M49.89M
Stockholders Equity91.35M57.05M74.01M204.65M187.34M
Cash Flow
Free Cash Flow-10.21M-58.12M-38.35M-28.91M15.99M
Operating Cash Flow-5.45M-50.63M-28.52M-12.62M25.45M
Investing Cash Flow-8.10M5.63M2.81M-56.46M-9.46M
Financing Cash Flow50.59M2.91M-12.70M98.62M46.21M

Oxford BioMedica Technical Analysis

Technical Analysis Sentiment
Negative
Last Price524.00
Price Trends
50DMA
557.52
Negative
100DMA
586.62
Negative
200DMA
635.51
Negative
Market Momentum
MACD
-29.85
Positive
RSI
30.95
Neutral
STOCH
6.06
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:OXB, the sentiment is Negative. The current price of 524 is above the 20-day moving average (MA) of 489.05, below the 50-day MA of 557.52, and below the 200-day MA of 635.51, indicating a bearish trend. The MACD of -29.85 indicates Positive momentum. The RSI at 30.95 is Neutral, neither overbought nor oversold. The STOCH value of 6.06 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:OXB.

Oxford BioMedica Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
53
Neutral
£115.89M-18.0490.29%69.01%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
51
Neutral
£28.88M43.4714.26%
47
Neutral
£316.17M-7.25-2929.47%
45
Neutral
£35.36M-2.35-2807.75%-28.29%
43
Neutral
£526.43M-15.23-48.56%31.01%31.72%
42
Neutral
£298.14M-0.60-31.83%-5.89%-310.69%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:OXB
Oxford BioMedica
435.00
-155.00
-26.27%
GB:AVCT
Avacta Group plc
67.50
12.50
22.73%
GB:PRTC
PureTech Health
121.60
3.60
3.05%
GB:SCLP
Scancell Holdings
9.56
0.86
9.89%
GB:HEMO
HemoGenyx Pharmaceuticals Plc
520.00
-374.00
-41.83%
GB:AREC
Arecor Therapeutics PLC
76.50
6.00
8.51%

Oxford BioMedica Corporate Events

Regulatory Filings and Compliance
Oxford Biomedica Confirms Total Voting Rights at 121 Million Shares
Neutral
Sep 1, 2026
Oxford Biomedica has confirmed that its issued share capital comprised 121,049,785 ordinary shares as of 31 August 2026, with no shares held in treasury, resulting in an equal number of total voting rights. The company noted that this figure shoul...
Business Operations and StrategyDelistings and Listing Changes
Oxford Biomedica Lists New Shares from Employee Incentive Plans
Neutral
Aug 14, 2026
Oxford Biomedica (OXB) is a global, innovation-led contract development and manufacturing organisation specialising in cell and gene therapy. The FTSE250 and FTSE4Good constituent focuses on viral vector development and manufacturing, including le...
Business Operations and StrategyDelistings and Listing ChangesRegulatory Filings and Compliance
Oxford Biomedica Seeks Admission of New Shares Issued Under Employee Schemes
Positive
Aug 11, 2026
Oxford Biomedica, a leading cell and gene therapy CDMO with extensive viral vector capabilities, serves innovative pharma and biotech partners from development to commercial manufacturing. The FTSE250-listed group operates multiple facilities in t...
Business Operations and StrategyFinancial Disclosures
Oxford Biomedica trims 2026 outlook but leans on record client wins and growing pipeline
Negative
Aug 7, 2026
Oxford Biomedica, a specialist cell and gene therapy CDMO, reported around 9% revenue growth to approximately £80 million for the first half of 2026, driven by strong underlying demand and a record 17 new client wins. Its client base is matur...
Regulatory Filings and Compliance
Oxford Biomedica Sets Updated Voting Rights Total at 121 Million Shares
Neutral
Aug 3, 2026
Oxford Biomedica, a FTSE 250-listed cell and gene therapy CDMO, leverages three decades of viral vector expertise and a broad technology suite, including its TetraVecta lentiviral system and AAV production platforms, to support clients from early ...
Regulatory Filings and Compliance
Oxford Biomedica Confirms 121 Million Voting Rights in Updated Share Capital
Neutral
Jul 1, 2026
Oxford Biomedica has confirmed that its issued share capital at the close of 30 June 2026 comprised 121,038,363 ordinary shares of 50 pence each, with no shares held in treasury. As a result, the total number of voting rights in the company is 121...
Business Operations and StrategyRegulatory Filings and Compliance
Oxford Biomedica Expands Share Capital with New Employee Scheme Allotments
Neutral
Jun 22, 2026
Oxford Biomedica has increased its issued share capital on the London Stock Exchange’s Main Market following the allotment of shares under several employee equity schemes. The newly admitted 122,901 ordinary shares, which are fully fungible ...
Business Operations and StrategyDelistings and Listing Changes
Oxford Biomedica Seeks LSE Admission for New Employee Incentive Shares
Positive
Jun 17, 2026
Oxford Biomedica has applied for the admission to trading on the London Stock Exchange of 122,901 new ordinary shares, allotted under its long-term incentive, deferred bonus, sharesave and employee share option schemes. The new shares, expected to...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 07, 2026