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I prefer this to Dr Fauci garbage,, :)
The world has entered into a place we have never seen for a very long time. Pharma stocks were rarely needed until this pandemic began. Now anyone associated with any type of pharmaceuticals are recognized 10 fold (1000 fold in ncyt's case) open orphan are not just a covid play. Those who have done their research will know on the grand scale of things these dips mean FA
Trader_3, that's the post you want to read at the end of a bad day... Great stuff!
Third parties using our laboratory space? not sure you noted that one down.
Furthermore, I think the biggest news by far is our expansion to sites across the world. Billions will be poured into the vaccine development sector over the coming years and who is the world leader.... God knows what the next 2-3 years may bring (doubt OO will get that far without being bought).
Your valuation needs to be pinned to this board daily from now onwards, top job
As usual,you make a very persuasive case,trader. Those iis selling out only appear to want a quick buck...more fool them I say. I won't be selling any of my shares until CF steers us towards a final sale or we become a FT250 company. Gla long term holders.
With you ALL the way Trader!
Will use your answer in my meetings ??
Based on the recent RNS and confirmed Covid CHIM’s UK Gov contracts, I thought I’d review ORPH’s potential near term simple valuation, based on anticipated revenue over the next 12 months, as follows:
Non Covid CHIM’s of £4.3 million per month (based on recently won RNS contracts) ~ £50 million
UK Gov Covid CHIM’s ~ £40 million
Utilising a conservative 3x revenue valuation model, that would value Open Orphan at ~ £270 million or an equivalent share price of ~ 40p.
The current market cap is ~ £160 million or ~24p
What I’m NOT including, is any of the following likely additional revenues, assets and USP’s:
- Future Covid CHIM contracts with large pharma’s of ~ £8 million plus each
- Future Covid CHIM contracts with international Gov’s ~ £8 million plus each
- Future non Covid CHIM’s ~ £4 million plus each
- Future international Covid CHIM licensing deals i.e. US & Australia
- Cash ~ £15-20 million
- 24-bedroom quarantine clinic in East London ~ £25 million
- Onsite virology laboratory ~ £10 million
- World leading portfolio of 8 non Covid challenge studies ~ £25 million
- Venn Life Sciences ~ £5 million
- World’s only Covid challenge study ~ £ ? (a lot)
- Genomic Health Data Platform valuation ~ £ ? (a lot)
- Sale of Imutex & prepBiopharma of ~ £100 million plus?
- Sale of data to wearables or smartphone valuation ~ £ ? (a lot)?
- Regular anticipated annual normal dividends from surplus cash
- Laboratory and Covid Antibody\Antigen Testing
- Low risk ‘picks and shovel’ company, with a ‘large moat’ in a niche & hot sector
- Probable future takeover bid from large pharma service’s company
- A CEO who delivers on what he says (and he’s said a lot of the above), valuation ~ limitless!
Question - The current share price reflects the near term future value of ORPH?
Answer - Don’t p**s down my back and tell me it’s raining!
IMHO