Member Info for andinio

Thumbs up!
Technicals taking shape.
Patience.

"start coming in now he has 'suggested' news after the imminent financial report"
Yes, i can imagine many PIs would be nervous if something tangible from at least one element of the business hasn't been announced before end of Oct.
Going to be interesting time - not to mention other world events at same time.

Given the amount of information presented during the last six months, i feel there's enough to gauge whether the Co is moving forward.
Orph seems to be holding a good hand of cards. At some point at least one [or more] needs to be placed on the table for all to see. At present all the cards being held could be blank.
Based on CF comments he's made it easy for me to gauge how long i'm prepared to wait. So, for that i am grateful.
Time will tell if he's been too enthusiastic. I'm expecting to see some of the hand this side of Xmas. I wont be waiting into 2021.
However, i wont be expecting all cards will land. Indeed, Orph may fail on some deals and expectations. Such is business.

"rapidly"??
You need to develop a challenge model [and gain permission from reg. auth] before you can perform a challenge study.
As for antibody testing, i recall the main culprit/s for being overly enthusiastic was this very forum, and some of its members.

The reason the sp is blowing in the wind is partially due to some investors blowing hot and cold during, after and between news.

There are a number of things about CF that some investors could be miffed about, but working to build a challenge model for covid while turning two failed companies around isn't one of them.

1.
Pfizer decides to alocate resource in vaccines having not invested in this area for some years.
That alone is quite a thumbs up.

2.
Pharma already want to book space for 2021 [according to CF] to test their covid vaccines against others - head-to-head.

3.
Vaccines are on the minds and tongues of the world and pharma.

Whichever way you crunch the math, Open Orphan [in terms of challenge studies] are more likely to working at capacity [going forward] than twiddling their thumbs.

Add all the other strands and elements across the business and you have 'growth' in terms of balance sheet and share price.

Anyone who wants to suggest that a rush to roll out a vaccine before Xmas [whether for political or commercial reasons] will negate Open Orphan as a business or investment model haven't done their research.
IMO

I promised not to add any more but it's been months now since i placed a trade [just sitting watching my holdings] - getting itchy fingers and missing the thrill of the buying/selling.

119,704 @ 0.140750 addition.

Results for H1 final hurdle.
IMO.

Makes me smile to see some people seesaw with their enthusiasm of Orph before news, during news, and after news.

1.
Will Orph turn the dial and present a balance sheet granting them 3x earnings.

2.
Are they only worthy of AIM trading based on news flow.

News is news.
Fundamentals are fundamentals.

If you believe that Orph can translate news into fundamnetals then short term movements become irrelevant.

Take your position. At least have the integrity to stand by your decision.

A few with concerns regarding II selling [profit slicing] dropped some shares this morning.
Hmm. We are now within a new pricing range.
If you're holding, you're winning.

It would appear [with a few hrs to go] that we may be entering a new share price phase, and that news and comments are catching the imagination of investors who can see where the next price point is likely to be staked.
Regardless of share price [short term] it's difficult to ignore the potential: a potential [as it becomes realised or underlined in RNS format] will ultimately underpin forward share price targets.
Personally, i'm very pleased to hold.
I'll accept all the pricing dips as long as Cathal's team continue to be forward-thinking and deliver on goals.
Good day, thus far.

One thing that all forum members can [hopefully] agree on is that no-one saw the word 'wearable' coming down the line in relation to Open Orphan.
Cathal making it very difficult for anyone to construct a convincing argument to sell.

Personally, i'm not expecting/assuming any news prior to presentation. If it arrives i shall happily accept it.

Everything seems comfortably on-track with the business and timelines.
The calculations that i'm using - assuming profitability - make me comfortable in the knowledge that Orph already rates to 18p/19p based on contract wins and mid-range projections for lab services [with less than 1 million revenue for antibody testing for 2020].

I can barely find a reason to post a regular comment.
All things considered, until facts change, I'm OK retaining my position.

You should try a 8-14 lbs fibre line and a slither of over-ripe apple with a hint of worcester sauce & lemon zest.
Works wonders for the masters.

Chas, what sort of return are you hoping for?

Can you post the rules on catching garfish and bass?

Yes, interesting book.

The future of Open Orphan will not be dictated by antibody testing.

Idiot441, thanks.

Essential read.
https://www.bbc.co.uk/news/health-53426367

Only if they haven't performed some VERY basic research.

Jeez, i just fell off my chair :)