The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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holdlong - thanks for sharing this. just shows how much is going on at the moment in ORPH and what a range of opportunities lie ahead. Very much looking forward to seeing in what way ORPH is going to be '.. in a very, very different place..' some time this week or next. If the Poolbeg spin off is anything to go by, the others coming soon are going to be humdingers! GLA
Never had much time this week to do anything so have gone back and done my notes on the presentation in a quiet stress free moment this morning, picked up a few things I missed to be honest, here are my notes for those that want to save time. Beware they are the points I felt important there was a lot of pointless questions and repetition as far as I was concerned but it only means many new investors are joining so I should be tolerant.
Going forward I expect ORPH to be in a 'very, very different place in the next 2 weeks' to quote CF. I expect the characterisation study to complete next week with a lot of publicity and then 1, probably 2, CV19 challenge studies for £10million + to be announced. One alone will put us practically on last years revenues already and should cause a bit of rise. Regards POLB float I think we will be pleasantly surprised at the initial share rise there :0)
Notes on presentation
CF unable to buy shares as good news later this week or next week.
New £¼ trillion market in infectious diseases in 4 years, previously £10 billion ORPH at forefront
2 x £10 million challenge studies deals ‘in motion’
DiM is now patented and will be spun off, strongly hinted will be IPO
CF convinced we can create $1 billion value between ORPH and spin off in coming months and year, not years note.
Hinting at probably cash divi for Xmas
We will rewarded in coming weeks
Next couple of years vaccines will be needed for CV19
2 screening centres one London one Manchester
70 quarantine beds between 3 locations QMB, Whitechapel clinic (old hotel) and Royal Free Hospital, which is the largest number any company has world wide by a ’million miles’
DiM largest infectious disease progression database in the world
‘Data is the future’
POLB road show starts next week
POLB going to NASDAQ
Immune Modulator good for long covid
POLB have licensed limited access to ORPH database and biobank
PrEPBiopharm prophylactic with expected utility against CV19, cracking the whip to get it listed as separate company
By autumn all spin offs done.
Were operationally profitable Q4 2020
Cash balance £19 million up from £1 million at beginning year.
Money being spent on divi in species set up, data platform and challenge models
Cash balances will be strongly up on end of last year at end of this
2019 numbers had Venn and Open Orphan but 2020 has Hvivo as well
Costs have gone down by £3.5 million
Salary raises are not due to increase in salaries but to do with having an extra company, Hvivo since then 50 less heads at Hvivo
Revenue step up Q4 made ORPH profitable trend line continuing into 2021
£4 million challenge/lab contract wins 2019, £27 million 2020, 2021 YTD £15 million
Material win to be announced very, very soon which will bring us upto very close to 2020 total
4 to 6 month lead time from contract win to starting challenge study
New challenge study models including malaria, strep, pneumococcus, asthma etc contracts forming alre