https://www.youtube.com/watch?v=XrT6SBVa5F0
Listen from 16 minutes onwards to get an idea as to what the health data is worth. And this is before we acquired all the hVivo health data, so the value will be considerably more now.
Great post RMR. You've summed it up perfectly!
Fantastic achievement by Gerry and the team. The share price movements are completely immaterial and just reflect impulsive buying and selling, traders in other words. The share price will follow the commercial scale of opportunity in time, so ignore the wild price swings at present. What is important is the enormous significance this represents, opening up the economy, but primarily the saving of millions of lives. You cannot put a price on that. This is the collaboration of existing technologies to create a taylor-made solution to a global crisis.
Gerry, if you're reading this, is this something Integumen is involved with also? Just wondered as Integumen are already collaborating with Aptamer and MWG for water testing. Thanks.
Gerard has posted in twitter an LBC interview with the Chief Technical Officer at Aptamer Group about real time covid testing of saliva. Could be rolled out in a month or so.
You just beat me to it Wonder!
You just beat me to it Wonder!
Human challenge studies being discussed. It's definitely gaining momentum.
Great news once again. All the pieces are coming together now nicely. Emmac , Juvenescence , Portage all listing soon on Nasdaq. Leap recently given gold standard seal of approval.....the blue touch paper has been lit!
I stand corrected. Juvenescence owns 50% of Lygenesis, not 30%.
https://www.fightaging.org/archives/2019/03/video-of-investor-jim-mellon-presenting-at-abundance-360-summit-2019/
The market alone for Lygenesis is 7 million people who have end-stage liver disease x $100,000 cost per person = $700 billion. Even if we assume only 1% take up the market is still $7 billion. At that's 30% of Juvenescence, not to mention everything else in the FFWD portfolio.
Food for thought!
'In the last few minutes I wanted to talk about Lygenesis. This is the first company that will be in humans, in the first quarter of next year. One year away - it is not very far. It will be in sick patients, so we can see immediately in a phase 2 trial whether it works or not. The idea is to take a cadaver liver, donated by someone, probably someone who fell off a motorbike, unfortunately, and divide it into 75 pieces. Those 75 pieces are implanted into 75 patients, and put it into a lymph node, and hope that the liver fully vascularizes and works and takes over from the patient's failing liver. There are plenty of people in the work who have failing livers. It costs $700,000 for a liver transplant here in the United States. It takes fifteen hours, and has a high mortality rate associated with it. Lygenesis has a twenty minute outpatient procedure, and it will cost less than $100,000 dollars to do. It expands the number of potential liver transplants, and there are seven million people in the US and Europe who have failing livers to the point at which it is going to kill them.'
Another great piece of news. Cathal is really delivering on the goods.
This is great news. Imagine what Andina could do for Leap Gaming also if they helped them to list on Nasdaq!
Cheers Wolfi for the link to Maurice Treacy's presentation. And the value of data Maurice refers to is just the orphan drug data. This was before OO acquired Hvivo so does not include any of Hvivo's data going back years, which is even more relevant in today's climate.
Great analysis Zebbo. Much appreciated.
The endless speculation as to the value of imutex is becoming tedious. Let Cathal do his job and I'm sure he will extract the best return for shareholders in time. There is probably more value to be had in the genomic health data platform anyway.
Great summary Demon, you've nailed it completely.
It will be interesting to see how CF intends to monetise the data platform. I think he's talking about a subscription model, but I'd be happy for the platform to be spun out as a separate company, and sold to a giant pharma, for the right price of course. I'm sure whatever he does, it will be in the best interest to shareholders.
https://www.youtube.com/watch?v=EpwPI5J9wuM
This is a video that Justin Waite put together last year which is worth looking at. Open Orphan currently has so many irons in the fire which could be transformational to its fortunes, and recently much of the emphasis has been on Covid-19 and how OO can benefit from antibody testing and vaccine trials. But there is one forgotten arm to OO which investors last year would have remembered as being a main focus of attention: the genomic health data platform. This video from 10 minutes 50 seconds onwards talks about the potential of this almost forgotten about but incredibly valuable side to OO. And this was before any Hvivo data was added to it. The value of the data now must be much more. The numbers are mind blowing ... see for yourself.