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With you on SNG by the way strictly. To the outsider it’s speculative but anyone who has done a bit of digging knows the real score here. I’ve always seen Orph as my banker and SNG as tbe risk on investment but how differently things have turned out. Risk reward at this stage has OO and SNG in equally strong positions for different reasons IMO
Awash with green. Presumably Mr Beann has been putting a shift in with the same worn out arguments about CF.
The business continues to generate lots of money and good contracts. As I said earlier the market does not like the drifting delay of spin outs. IIs will not wait 2-3 years for this all to get done it’s as simple as that. Other than that ignore the noise and faux panic.
Jb - no evidence of any problems, order book strong incl. repeat business, ORPH businesses in right places at the right time.
Ted.
Who knows how many pharma companies he could have peed off if any.
All I'm saying is if he talking the same BS to potential clients as he has to shareholders they will soon wise up.
I'll give you a for instance
Last year when he insinuated Google Apple and Fitbit were interested in DIM in one of his infamous podcasts.
He basically said let them fight between each other for access and may the best man win.Now that's pub talk!
That's not how you do business with the 2 of the biggest companies in the world.Someone is always listening!
First link is vox markets. Google: Pfizer hvivo and it will be one of the first results
Hey Jim
Pfizer seem happy: https://www.**********.co.uk/articles/pfizer-announces-successful-data-from-open-orphan-s-hvivo-sponsored-rsv-human-challenge-trial--eb632f6/
Bavarian Nordic too: https://www.bavarian-nordic.com/investor/news/news.aspx?news=6393
Then there are all those contract renewals over the last 2 years (all RNS'd)
Of course if you have any evidence of unhappy clients - please feel free to share :-)
JB, have you written that letter to CF yet?
Total BS.Buyer BEWARE.
Synairgen is a very dangerous stock and should only be a small part of a portfolio.If the trial fails it'll drop 80%.
ORPH is a real business and at this level I wouldn't put anyone off buying it.
But if Friel is talking BS to major pharma companies as he has been to shareholders for the last year he could destroy the credibility Hvivo has build up over the years.
So many exciting plays at the moment SNG probably top of the draw. All these are pulling funds away from
ORPH. At some point the canny will buy here - maybe at 15p or so - and do very well indeed. Personally still holding but it’s trying!