Member Info for andinio

CF is the catalyst for potebtial Imutex spin.
hvivo or seek - i expect - would never have pushed forward with idea because it equires a dealmaker.
If spin-off/deal goes ahead i expect CF will lead and Seek will welcome it.

Laughing.
He's actually using [or intending to use] FOMO on pharmas.
He's got some balls.

I agree.
Quite a difference between 12p and 19p :)
If we marched up there now [without news] i expect it would retrace again. For me, sitting quietly, can't see the point.
I'll be fascinated if he goes with temp QU with 100 beds and then announces pharmas have booked slots to ensure space IF required. I think that's smart [if he can pull it off].
I'll re-evaluate late Aug. I think we'll have a different beast by the - or perhaps not one at all.

I'm expecting a special dividend before Xmas [not related to Imutex].
Let's see if i'm right ;)

I'm not expecting official announcements ref 'profitable' anytime soon.
It shouldn't matter.
Anyone capable of basic math will know when Orph is well into profits based on contract news.

deepjoy said:
"even if six of these were landed this year at circa 36m increase to revenue and the additonal contracts already secured the Mcap of the company now is 80m so the SP is not undervalued by much given this potential hence the broker target price of 18p... "

Deepjoy, your assumption of 36m in addition to current [in bag] revenues would put Orph at circa 65m turnover. That would undoubtedly make us profitable and therefore introduce a 2, 2.25, 2.5 or 3 x metric.
Such a scenario would expect mcap of circa 130m to 160m

You have to love and appreciate humankind's ingenuity and rightful zest for survival.
No doubt we're all grateful to experts, far beyond our ability and understanding.

Govt source says they have 200,000 courses of this drug ready to go and hope to start getting this to patients from today.

Good news, but it's not a vaccine replacement [even close].

Dexamethasone seems to be the word of the day.
https://www.bbc.co.uk/news/health-53061281

JH said:
"They can lock it to the time of the announcement, hence 07:00 RNS you are locked out."
Yep.
If the Imutex deal floats your boat you'll need to be holding.

because they had no option but to raise funds - against a tight deadline - to make payment on the premium.

So much potential - each one significant - that one day Orph will issue RNS that will be a total game changer.
It's a matter of 'when' not 'if'.

Honest and arrogant. Unlikely mix.

Val could be a inspired teacher or proclaimer of the will of God

I think it's extrememly considerate of Valerie to provide such insightful caution.
I'm locked in, even i will add more at 10p. Thanks Valerie! ;)

1. hVIVO expansion to include off-site 100-bed quarantine unit for a period of up to 2 years.
2. Take booking payments from pharma just to secure future quarantine slot.
Enjoy the weekend.

"private traders certainly did get spiked"
Yep! Not a problem for investors.

Becomes obvious why Link held on to Orph [and others].
After all, Link could have sold Orph themselves and achieved a premium.

Link needed Orph [and others] to be part of a pharma portfolio to make the entire package 'make financial sense' for the buyer.
Acacia will be left with shares in illiquid stocks [and a few remaining liquid stocks] having paid an acceptable amount [to them] overall. Link will feel they achieved best price across the board.

I expect Woodford Fund holders will feel they've been let down by Woodford and short-changed by Link.
It was never going to be a good transaction for fund holders.

For Orph holders, the sale on the open market ties up yet another loose end. Link were never longterm investors [tasked with disposal at earliest opportunity]. It was always on the cards, and now it's done and dusted.

JH "Jimzi They are selling down completely in ORPH because they can, the liquidity and demand is there for them to do so."
Agreed.
Orph was a clear contender for sale due to liquidity. AC needed fastest and easiest route to a cash balance and they took it.
They'll look at remaining value of their new pharma portfolio after making payment.

JH
"Challenge study Model will be massive imho"
Absolutely no doubt in mind. Im sitting and waiting