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Huge differences between an RSV v's Covid Challenge Study..
Potentially 12 in the next year..can you imagine all that data that will have to be scrutinised.
It's just my humble opinion that Hvivo will have to be merged into a much bigger unit.
I was just responding to you saying hvivo/ven to be sold off in two months that’s all , the big pharmaceuticals can’t think ORPH are to small or they wouldn’t continue to award them more contracts, GLA.
Never said the Hvivo Division would be bought out by Big Pharma..I'm saying Open Orphan is too small to manage all the Covid challenge Studies coming down the pipeline..I don't know who will buy them (maybe SGS)
My target is when CF sells the company
I've got my target price for xmas. Its many multiples of today's sp.
North its the percentage gain you make that is the key to your success.
It's what you can take out, not what you put in that shows your mettle.
If you invest and ride the cycle your account increases very nicely.
Agreed. Once financial results are in the sp will have to re-adjust to suit. It's going to be a merry Christmas
I have 5k on the standby for top up but that is starting to look like pocket change now. haha
December is OO end of year yeah? For financial results? It will be interesting to see.
They cant release info on pricing because of non-disclosure agreement.
3 months to go.
Looking forward to the coming weeks and months here. All in. 12k. Not as much as some of you lot but long and strong
I can't see orph being taken out. Big pharma are to busy to get into price war over it. I see Open Orphan as a watering hole that they all drink from. We are in a win win situation with no risk, we get paid regardless if product works or not. Let the cash roll in and look forward to div and Christmas. I find it crazy that I have shares in a company that has such a position. Picks and shovels for the Big pharma industry.
If they get took out , there will still only be one doing the challenge studies , I just can’t see anything happening in ORPH being taken out this year , for me it’s just to early that’s all .
Pipeline is 100 million plus another 60-80 million for Covid trials. That's at present be mindful more trials we do more trials we get on top. It's what makes the business so appealing. We are effectively a SaaS play in healthcare and pharma.
Also the money hitting that bottom line hard allowing us to expand organically. This company bears no relation to the one 6 months ago.
Barwick..what's your take then?
Does anyone really think that the Pharma industry is going to allow a £100 million company to be the gateway to a Covid-19 vaccine.
There only 1 company that does Challenge Studies!
Can’t see it going any other way , I’d look again
I think we're going to have 2 spinoffs
1 Imutex
(Prepbiopharma is difficult to evaluate at the moment.)
2 Data Division
and Hvivo/Venn will be sold off in the next 2 months..
Cant see it going any other way..
Well that a thought - Bronx, Hvivo is where most of our contracts are coming from - if memory serves me we have a confident £110m pipeline with the COVID pipe although happy to be corrected - 3 x £110 =£330 million I’d take that all day !
Imho Hvivo will have to be acquired. There in no way in hell that the Pharmaceutical industry will let a company with £100 million market cap manage the Covid Challenge Studies coming down the pipeline..
Cathal said today it takes years to develop the Challenge Study models so someone big is going to have to buy Hvivo.
All imho..
Just listened to it..
That tells me someone might be interested in Hvivo/Venn Life Sciences but not the Data Division..
Interesting first time he mentioned spinning it off..