Member Info for andinio

My avg on NFX is 5.2p
Come on market, drop it to c. 4p and see what happens :)
I'm ready if they try it.

ARGO BLOCKCHAI. GBX 4.95 Mid Price -0.50 -9.17
Bargains appearing across the market atm.

Orph sp still performing better than wider market with some companies being savaged this morning after days of drops.
Some bargains emerging atm. Golden time for investors sitting on some cash.

For thoseforum members poor on decoding: Moniman has just purchased shares in Orph.

DEV CLEVER HOL. GBX 2.80 Mid Price -0.60 -17.65%
How many locked in from recent highs?

Quote:
"... vaccine development work had been almost like a Cinderella type industry in recent weeks but going forward it is clear that vaccine development is going to be one of the big growth markets in the years ahead.”

Quote:
"Open Orphan’s Executive Chairman Cathal Friel told ValueTheMarkets that the hVIVO merger “very much came at the right time”, adding: “Governments and pharmaceutical companies have not invested enough into novel vaccines for a long, long time and only now is it finally receiving a great deal of interest. Vaccine development work had been almost like a Cinderella type industry in recent weeks but going forward it is clear that vaccine development is going to be one of the big growth markets in the years ahead.”

Despite their evident expertise and the importance of bringing vaccines to market, scientists have traditionally struggled to attract the kind of capital needed to fully equip virology labs.

Open Orphan possesses the resources necessary to take advantage of this “gap in the market”. The company has access to a 24-bed high-quarantine facility at Queens. This is the only one of its kind in Europe, and is currently being used by pharmaceutical companies to test their vaccines against known viruses.

Traditionally, the clinic has only had a low utilisation of around 30%. However, Friel told investors at a recent shareholder presentation day that he is very optimistic that, given the current Coronavirus outbreak, the clinic will certainly have a much higher utilisation in the weeks and months ahead. The on-site viral laboratory can help companies to quickly and accurately analyse viruses, speeding up the vaccine development lifecycle."

Given the severe sp drops experienced throughout AIM since Monday 24th, ORPH has - in relative terms - dodged the bullet of huge drops. It's still a loss making Co. and is priced as such. Some investors have fled along with investors in other companies but by and large market is waiting on Cathal to demonstrate his plans.
The 'waiting' wont last forever but right now sp action bodes well given circumstances.

Shandypants2
Spot on.

Spotlight article
OpenOrphan lining up for Coronavirus fight

*Expand view in browser for max zoom.
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https://novuscomms.com/wp-content/uploads/2020/02/SS_ORPH1-680x899.png

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https://novuscomms.com/wp-content/uploads/2020/02/SS_ORPH2-680x893.png

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brainspark
Thanks for confirming you didn't attend the presentation ;)

Brainspark aka Captain Kurt.
Probably the most obvious attempt at deramping on the Net.

Membership to NFX is always going to be high on positive commentary.

Dan recognising what Co is lacking.
Signs of a push to next level.

Karls understands about doing business.

Karl spent 12 years as a highly regarded sell-side life sciences research analyst, researching and helping finance companies across the UK, Europe, USA and Canada. Since then, primarily in CFO roles, he has focused on corporate development, and has a successful track record of devising and implementing M&A and finance projects, delivering value across all aspects of business strategy, highlights include the sale of Minster pharmaceuticals plc to Proximagen plc, multiple financings to support a new strategy for Pharming Group NV and leadership of M&A deals at Vectura Group plc."

Cathal confirms that Boehringer is the tier one company relating to Orph RNS - dated 6th Jan 2020 - New 3 Year Contract with major Pharmaceutical Company that guarantees significant annual revenue with work under the contract to commence this month.
https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/ORPH/14371563.html

In 2018, Boehringer - one of the world's largest pharma companies - had net sales of around €17.5bn, while it spent almost €3.2bn on research and development.
https://en.wikipedia.org/wiki/Boehringer_Ingelheim

Investor sentiment remains strong, evidently.
Momentum building.
Last five days have been telling.

For once it would appear my timing was good. Makes a change.
Pity the top-up only represents a smal chunk of my holding. Oh well, it all helps.

add a few more to holding:
30,717 @ 5.05
Happy with avg. holding.
Right, off to go and reseach another stock. GLA

Not for hemeroids.