Ssti, so glad you enjoyed the presentation!
Great presentation. Very impressed with Mo and his very detailed and thorough presentation. He appears to have great vision for the future of the core business and many ideas for expanding the business. Cathal seems really determined now to crack on with the spin outs which is also really encouraging.
Yes very reassuring RNS. Across the year 24m is definitely achievable when you consider this doesn't include any Skin Trust Club revenue. We'll done Gerry and the team!
Thanks once again Wally for your excellent notes - much appreciated!
The market cap is now approaching this year's projected revenues. Incredibly cheap now.
Encouraging news which is certainly needed at the moment.
Good risk/reward ratio at these levels. With several shots on goal just one in the net could multibag the shareprice. In the run up to POLB001 human challenge trial results in the autumn there should be a steady increase in sp in anticipation of successful results. Probably then a good time to top slice, leaving you with a free ride.
Great news Gerry. Sounds like Skin Trust Club is going great guns. Looking forward to Skin Trust Medical also.
Nice find Mr T. How much more evidence do the doubters need?
Muggins, you're the sort of person who if you won the lottery would complain about the shape of your winning lottery ticket. Is the glass ever half full for you, under any circumstances?
If you have no patience Muggins then AIM is not for you. Look at small cap stocks generally - they have been decimated in recent months. Are you going to pin that one on Gerry as well? Maybe global warming, inflation and Ukraine is all Gerry's fault too??
There's plenty going on in the background. Commercialisation takes time and the pandemic has delayed business across the board, but it's all taking shape nicely. Read a few more RNSs and listen to a few more interviews.
I personally would rather see a European mark of accreditation replace the current Gold Standard FDA stamp of approval for drugs and medical devices. I have completely lost all faith in the FDA. Look at Polarean as a case in point and the ludicrous reason why its life saving and ground breaking pulmonary imaging system was rejected. At a time when millions are suffering from long Covid.
Another great interview by Cathal.
https://www.**********.co.uk/articles/cathal-friel-of-open-orphan-discusses-the-results-from-the-world-s-first-covid-19-characterisation-study-1d13638/
£40m Gov contract was it? - thought it was £50m but may I be wrong. Surely now the characterisation study has been proved safe there is no reason why the the Gov can not go ahead with the full study. What surprised me was that Cathal made no mention of this, only mentioned private companies, of which I'm sure there will be many. Am I missing something? Has the Gov stalled on this project?
Great news RNS but no mention of the £ 50m government contract in Cathal's interview. Surely the good results should drive the contract forward now.
Orph not Dvrg. Hvivo apparently were involved in producing the Covid strain for both the Oxford and Hvivo studies back in Sept 2021
Today's article I believe is being conducted by Hvivo. Look at the two articles below. Helen Mcshane is mentioned in both and Andrew Catchpole in the first.
https://www.ox.ac.uk/news/2022-01-26-volunteers-needed-human-challenge-trial-study-immune-response-covid-19
https://www.politico.eu/article/uk-coronavirus-challenge-trials-volunteers/
With a market cap of £8m and cash of about £3m this gives MSYS an EV of £5m (maths always was my strong point lol!) Revenues this year should be multiples of 2021 revenues with all the international contracts being put in place in so many different applications. 2021 revenues were largely down to the legacy business model. Totally different business model this year. Bargain entry price right now.