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The US bank maintains a 'buy' rating for shares in hVIVO, citing its superior growth profile compared to peers, potential for further margin enhancement, and solid market position. The price target is 35p - a 33% premium to the current price.”
https://www.proactiveinvestors.co.uk/companies/news/1045698/ds-smith-plummets-as-mondi-withdraws-takeover-bid-1045698.html
It's not so much the value of the dividend that matters but the fact it gets flagged as such for about a month or so. That creates a mallaise with little interest and traders and the like go elsewhere for returns.
Shame the 0.2p cost us 1.2p on ex div fall. Same as last year really not a good move by the board.
By close of play 18/4
Ian will be focussed on non-challenge study aspects of the business. You can get some additional context on LinkedIn: https://www.linkedin.com/posts/hvivo_newhire-growingteam-hvo-activity-7185920971818586113-hFFA
"""
In his new role at hVIVO, Ian will be responsible for targeting non-challenge studies (Phase II full service), site services (Phase II-III), and virology laboratory services, and he will play a key role in diversifying and expanding hVIVO’s portfolio of services in these areas.
"""
Egle Pavyde also celebrated his return on LinkedIn, so it all seems fine.
I suspect this hire is part of pursuing the strategic expansion of the non-challenge study service aspects of the business that Mo has touched on a few times. He believes it will be highly synergistic, allowing cross-selling of challenge studies in a seamless way.
Is this another BD Director? Perhaps Egle is moving on?
That's a lot of words for zero content. Paper over the cracks of your ignorance
Hallsworthy,
"The throwaway pollution comment was clearly a random example which you've strangely latched on to, but the point is you have someone in a bed in quarantine you can watch what they eat, drink, breathe, how long the sleep for, how often and how long they sit on the toilet"
The comment was made by dustofnations, whilst he was also commenting re Mo's comments. DoN was also praising Mo for replying to his question.
How do you know DustofNations made a throwaway comment? Is he a mate?
It raises the question as to how many other comments are also throwaway comments?
My comments, bear points/red flags have been consistent. The company newsflow backs up what I've been saying.
As expected, results published and no surge.
The bear points/red flags haven't been countered or proved wrong.
Look at the current sp. The Chairman dumped majority of his holding at 28p. As Chairman/founder, he knows the business better than anyone else.
Yes agree - I will resist any further reaction.
One last and final appeal before I leave this board. Please, please everyone ignore the guy!!!! It is the only way to get rid of him. You are falling right into his trap, every time and making this board less than pointless!!
Can HVO test a new antidote to the filthy virus that has infected this board?
Well I took another 17500 odd, future looks bright but also presuming the seller will kick back in and there'll be some acquisitions sooner rather than later.
Mr. Singh always feels the need to latch onto new tangential topics where he believes he may get some purchase, having been thoroughly debunked.
His behaviour is definitional Sealioning:
https://en.wikipedia.org/wiki/Sealioning
Demanding evidence and debate, faux expressions of 'concern' and civility, filling the boards with bad-faith nonsense designed to exclude beneficial conversation.
Sealion Singh outwardly humiliates himself on a frequent basis, but is undeterred from his mission.
For example: Air pollution is well demonstrated in the literature to be a significant cause of asthma exacerbations.
Ideally, you would want to control the quality of the air participants breathe during a pioneer/challenge clinical study, given asthma is a respiratory condition.
Outside of a challenge model in an advanced facility such as those offered by hVivo that is very difficult to achieve, given this is an ambient factor that one cannot control (e.g. traffic, poor indoor air quality, etc).
Here's a meta-analysis:
https://www.thelancet.com/journals/lanplh/article/PIIS2542-5196(22)00302-3/fulltext
You will find numerous studies over decades showing this. There is nothing to argue about.
The team have mentioned this is an area of interest for them to get into, regarding challenge studies.
Yet Sealion Singh will continue on arguing regardless, because it's his job. He has not even the most rotten of wooden legs to stand on. He's the equivalent of a pub bore talking over everyone else.
Sealion Singh doesn't deserve the expertise or insight of this group; he humiliates himself with his lack of knowledge of science, finance, business, and accounting.
For example, Sealion Singh doesn't seem to understand how fixed instruments work.
Sealion Singh has more than earned his place on my filter list, and no doubt his various aliases shall join eventually.
What are you talking about Stt?! No one mentioned "life" apart from you. The very simple point, unsurprisingly missed by you as is so often the case, is that in human challenge trials you can more carefully control other variables which "real world" trials cannot.
The throwaway pollution comment was clearly a random example which you've strangely latched on to, but the point is you have someone in a bed in quarantine you can watch what they eat, drink, breathe, how long the sleep for, how often and how long they sit on the toilet etc etc.
What a huge benefit to be able to control so many variables.
I'm honestly astounded by your stupidity sometimes, I'll add this one to the list of "really stupid things Stt said once". I just hope for your sake it's on purpose.
A final dividend for the year ended 31 December 2023 of £1,361,000 () i
Turnkey,
My assertion is that revenues/order book growth has slowed significantly. The figures from the company back up my assertion.
The Chairman would have known the figures. I think that's why he dumped majority of his holding 2 months ago, well before the fy results.
Dustofnations,
Please answer the replies to your original assertions:
You claimed:
"I also was glad to hear that they're putting the cash into instruments that are achieving a decent yield of 5%+ — like UK Govt gilts or similar"
My reply:
Really? Gov has huge debt and needs to raise money. There's also a GE this year, which raises uncertainty about direction of govn policy going forward.
Please explain why you happy the company is investing shareholder's money in high risk govn gilts, when there's huge uncertainty over govn debt and there's a GE this year?
Your comment re controlled environment:
"In the real world, trials are often confounded by environmental factors and the lack of continuous data collection on volunteers (e.g. did the patient breathe in some polluted air; did the patient eat something that triggered them; etc). Having a strictly controlled climate and diet controlled environment with continuous biometric monitoring would provide much better datasets!"
They don't keep 'volunteers' in quarantine for life? It's usually a few days, I'm glad you agree on that. The volunteers, who can be in desperate need of money, eg students, won't keep a running day by day log of whether they breathed in polluted air!!!
HVO's facility is in London. If volunteers go down to London to the facility then they will obviously be breathing in polluted air every day.
How will they monitor whether the volunteer breathed in some polluted air etc, given London is a polluted city?
Can you point to where the company states that they monitor "whether the volunteer has breathed in some polluted air" and how they distinguish between polluted and unpolluted air?
The bear points I've mentioned still valid then.
The order book is still growing though
Well, Mr Singh, your response amply demonstrates that you have no domain expertise to make sensible comment on either the business model nor the biotechnology aspects. And you have subpar reading comprehension skills.
I'll explain it in very basic terms given your simple-minded nature.
Many clinical trials are disrupted by participants not being in a controlled environment, this is because statistical "noise" is introduced into the data by uncontrolled variables which are difficult to eliminate without greatly increasing the size of the trial and/or trying to control participant behaviour (which is difficult).
https://en.wikipedia.org/wiki/Confounding
This is especially true of environmental and dietary factors, which are very important in autoimmune challenge trials. For example, if one is doing an asthma human challenge trial, then it is very obvious that air pollution is a highly salient factor.
The inflammatory markers that would be observed during an autoimmune challenge trial are quite fast acting and could easily be captured during the normal challenge trial period (up to 14 days). As you would expect, the immune system is very capable of acting quickly, especially the inflammatory part, which is the "first responder".
Other institutions already do such autoimmune challenge trials, but on a much smaller scale (e.g. a handful of participants at universities). This is fine for pioneer studies, but doesn't have the statistical power required for progressing to the next phases of clinical trials.
Autoimmune disease is a huge source of morbidity and it is notoriously difficult to study. There is a lot of unmet need. Hence, it is likely to be an excellent new area that HVO could grow into in future, whilst making use of their current facilities.
With that, we can dismiss yet another foolish screed by someone unwisely gambling against HVO.
He gets a response from some on here and likes the attention. It's the only attention he has in his life.
He is a nothing. To me he is in a green box too, so he is less than a nothing.
All Frank does is bash companies, so I suspect he is just shorting them. Just take some solace that we are not the only ones that have to read his negative rhetoric.
God! He really hates this company doesn’t he. The question remains. Why waste so much time on something that has no benefit to you whatsoever? It’s like studying for an exam, yet you have no intention of taking said exam.
PS. The Dunning Krueger effect was inspired by Frank.