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Those are round about the numbers CF has been looking at.
Thank you. So if average study takes 3-4 months and they can run 3 studies simultaneously that the max capacity is 3x 12/2 - 3x 12/4 or 9-18 studies but assumption is 45% utilisation rate, means roughly 5-9 studies per year x £10m per study, so hVIVO revenue contribution would be 50-90mn per year. Minus fixed cost £mn and minus var cost say £2m -5mn= PBT of £35-£70mn?
Where did you get your figures from Kap? Presentation slide states "Estimated EBIT break-even point for challenge study
clinic of ~£13m revenue i.e. 3 – 4 typically-sized studies and a unit utilisation rate of ~45%" hVIVO 24 bed quarantine clinic, – can be made into 3 zones of 8 beds each so as to run 3 different vaccine company’s studies at the same time. The average study takes 2-4 months
in clinic time
Kap
Please understand the multiple strands of income as well as monetize
Guys did you do your numbers to justify upside from here? Their slide show that they are break even at 250 volunteers, but that have only 24 beds. Do they have enough capacity&
Orph should not be on aim. I sold my shares in a different company (which was a safe investment) to top up here at 12.30. The company i sold, dropped in price after i got out, so happy with that.
Funny .. I didn't question ORPH.... but I did question AIM and when I did I couldn't find fault with the fundamentals.
No, at no point did I question my decision. People who have been investing a while aren't that impatient.
Too many gamblers on aim just expecting a quick turnaround and straight upwards trajectory.
What a jolly nice day that was, almost worth the wait, roll on Xmas, Orph will be the best thing to come from 2020.
This is a marathon not a sprint Usain!
This has been the only shining light in my portfolio today, go ORPH!
This momentum should carry on for a while. It’s clearly a long anticipated breakout, just what some folk may have been waiting for. Unfortunately I’m fully invested else i’d add more.
Trek
we can't be far off hearing the first of the 8-10mm challenge study deals
We might remember that this was heading northwards from 16p when Acacia started to sell, no reason it will not head back there quite quickly now that they have apparently sold all their stock. Going forward, it is hard to see too many headwinds (though there are always headwinds). The great thing this business -these businesses have in their favour, apart from cash in the bank, and a global pandemic that fuels and highlights all of the unique services that OO offers, is the bargain basement prices that the companies were purchased for. 2019 was a very different place to 2020. Just occasionally the planets align. DYOR