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Oxford Biomedica (OXB) investor relations material

Oxford Biomedica Jefferies London Healthcare Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Jefferies London Healthcare Conference 2025 summary18 Nov, 2025

Strategic positioning and market opportunity

  • Focused exclusively on Cell and Gene Therapy as a pure play, innovation-led CDMO with a unique position in viral vector manufacturing.

  • State-of-the-art facilities in the U.S., U.K., and France provide scalable capacity and proximity to major client clusters.

  • U.S. expansion prioritized due to its large market, client proximity, and favorable geopolitical and tax conditions.

  • Acquisition of an FDA-approved Durham facility accelerates U.S. growth and enhances end-to-end service capabilities.

  • Balanced global footprint offers flexibility and resilience in regulatory and supply chain management.

Commercial performance and portfolio development

  • Signed orders rose from GBP 56 million to over GBP 149 million in H1 2025, a 160% increase.

  • 80% of contracts are from existing clients, with new business mainly in AAV; business is becoming more international.

  • Portfolio maturing with growth in both early- and late-stage clinical programs, supporting future commercial transitions.

  • Five late-stage programs are expected to transition to commercial within the next years.

  • Current capacity is sufficient for anticipated late-stage program commercialization, with room for expansion.

Innovation and operational excellence

  • Innovation is client-centric, focusing on vector engineering, process improvements, AI-driven analytics, and automated batch release.

  • AI and machine learning are increasingly used to enhance yield, quality, and speed in production.

  • Operational progress includes manufacturing optimization and regional team alignment.

  • Revenue increased over 40% in H1 2025, with EBITDA loss narrowing to GBP 8.3 million.

  • Financial flexibility strengthened by a $125 million loan and GBP 60 million equity raise.

How does US localization mitigate geopolitical risks?
What underpins confidence in 30% EBITDA margin?
What drives high client retention and portfolio maturation?
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Frequently asked questions

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's products are designed to treat diseases by replacing or enhancing a patient's defective genes with normal or healthy copies in order to restore or correct its function. Oxford Biomedica plc was founded in 1995 and is headquartered in Oxford, the United Kingdom.

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