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No Opinion
RE: Notes from the webinarToday 08:05
I am chunky shareholder of ORPH and POLB. I intend to hold my positions at least till HASDAQ listings in 2H 2022 (?). Therefore I am interested in fundamentals and news where I could be wrong. I do not need confirmation bias. Hence my pushbacks: 1. $250bn market - massive figure - would bre great to know what does it mean for ORPH? 2. During previous webcast in August CEO answering to Q38 said “I will be disappointed if we wont substantially exceed consensus 2021 sales expectations of £50m” - since then CEO revised down its expectations to £40v (Consensus now at £42). 3. IPOs of the remain 3 spinn offs are pushed forward from before X-mas to early 2022 4. CEO announced that he is working on the merger to increase the size for NASDAQ listings - execution and dilution risks? Other wise he is still very bullish continuously saying to us that POLB is 10x and ORPH is 3x opportunities
That's*
All Folks?* ...sorry, couldn't resist. :-)
LOL!
.." it seemed like there wasn't anything more happening for this year. Everything was early next year or late next year..."
Well, there should be a series of RNS's re upcoming contracts, covid and non-covid-related - "monthly /" and the 'halo effect' of POLB scheduled presentations (2 in October), for a start.
And I'm sure that CF will milk the promotional opportunities of anything else that comes along - seminar participation, relevant 'read-across' etc.
IMO
Also led to believe Prep and Imutex progressing quickly…the latter I think will land left field in Q4.
I’m sure things will be happening this year no way is the end of the news for this year, looking forward to 2022 not just for ORPH but for everything , I’d say like most of us are .
Agree. More contract announcements are probable as well as updates on spin offs. Even though they may not happen until 2022 some of the preparation and steps should be announced in Q4. Under promising and over delivery will hopefully be a more stable and exciting period ahead.
Agree David - yesterday we had solid results and a solid presentation.
We are almost in Q4 so i think CF has been warned not to give specific dates and over promise when he can't control all factors. Re CHIM some have interpreted his comments as it not happening, however, i think he has been told not to give a detailed update as he has no control over the timeframes (also potentially NDAed).
He did say hoping for 1 contract a month (where have we heard that before!!) and we know the Malaria CS will be ready for November and he has previously stated he expects 1 or 2 contracts for that to be signed in 2021.
I am definitely expecting maybe 2 contracts to be announced in the next 3 months and positive news on at least 1 spin off (Immutex?) too.
The £50m non covid projection for 2020 hopefully more than supports the current SP.
Based on 4 x rev that's c30p a share. This excludes any covid work in 2022 and any of the spin offs (c10p based on FinnCaps conservative figures).