Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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I don’t think he’ll sell it off unless he gets a crazy offer. He’s already stated that OO is a service company, so this fits perfectly with the business model and it has the potential to generate high margin profit, he needs to show how much revenue it can generate first, it’s a license to print money if the demand is there. As the presenter states, data is key in pharma so I suspect the demand is there, it’ll be interesting to see how much this can generate on a month to month basis and hopefully we can get a snapshot of this over the coming year. With everything else going on in the business this part has went unnoticed when it has the potential to be a rather large asset. Only time will tell. GLA
It will be interesting to see how CF intends to monetise the data platform. I think he's talking about a subscription model, but I'd be happy for the platform to be spun out as a separate company, and sold to a giant pharma, for the right price of course. I'm sure whatever he does, it will be in the best interest to shareholders.
Thanks Chazzy. I agree 100%, it’s an area of the business that goes under the radar, it doesn’t get talked about much and the potential is huge. I was looking into this last week and the figures we can generate on this are impressive. It’s amazing the figures they were discussing last year, as you state, long before the Hvivo acquisition. The more you research into OO, the more excited you get, which I believe Is why CF looks as if he’s the cat that has got the cream every time he gets interviewed. I think he’s tells it how it is. There is a lot to do but the potential here is huge, and that’s not even mentioning Covid and Imutex.
https://www.youtube.com/watch?v=EpwPI5J9wuM
This is a video that Justin Waite put together last year which is worth looking at. Open Orphan currently has so many irons in the fire which could be transformational to its fortunes, and recently much of the emphasis has been on Covid-19 and how OO can benefit from antibody testing and vaccine trials. But there is one forgotten arm to OO which investors last year would have remembered as being a main focus of attention: the genomic health data platform. This video from 10 minutes 50 seconds onwards talks about the potential of this almost forgotten about but incredibly valuable side to OO. And this was before any Hvivo data was added to it. The value of the data now must be much more. The numbers are mind blowing ... see for yourself.