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It appears to also protect against colds and potentially covid - I would imagine there is a huge market given the current obsession with infectious disease. Speaking as someone who has taken an asthma inhaler every day for years, I don’t imagine the daily habit as a barrier to use for many people

But directors here are locked in for another 18 months

you've absolutely no evidence that ii's are selling, certainly not from today's minuscule volume of buys and sells

I think what makes this different to other AIM shares is the amount of personal equity CF and his wife have. Any sale would be geared to the maximum return on that stake. If he benefits pi’s benefit. He would feel any dilution more sharply than anyone. My sense is he will look to maximise that return by selling before his lock-in ends, and sooner given the extraordinary possibilities rather than later.

Clearly the more successful vaccines there are the more need there will be for comparative controlled human challenge studies, with much of the risk removed. Hvivo’s protocol is set to be the gold standard of that work, which will go on for many data-rich years. Every bit of good vaccine news is brilliant Open Orphan news for anyone who has done more than five minutes of research.

the implication of this article spells a huge ongoing market for OO
https://www.theguardian.com/society/2020/nov/28/oxford-controversy-is-the-first-shot-in-international-battle-over-vaccine-efficiency

Not the place for this argument but UK FDI has fallen off a cliff since 2016, https://www.nordeatrade.com/en/explore-new-market/united-kingdom/investment

happy new year

I think you’ll find I said regulatory approval had nothing to do with EU membership, which it doesn’t.

Cathal Friel agrees. As an Dubliner he knows the extraordinary folly of Brexit and the opportunities it represents for Ireland, as FDI deserts the UK. He said this last year:
“With the advent of Brexit (whether hard or soft) no FDI is going to choose Britain over Ireland when locating in Europe. There has been half a dozen FDI related deals into Ireland in the last 18 months with each of them in at least tens of millions.”

atb

Listening to questions about the vaccines you get a properly exciting sense of how crucial human challenge studies are likely to be in the coming months and years. The Covid vaccines are quite correctly being rushed into service having established basic safety and viability. But there is clearly an enormous amounts of information that is not understood about them, either in individually or comparatively, in terms of their effectiveness with different population groups, or how the disease progresses before eradication, or rates of transmission with different levels of viral load etc. The presence of a usable vaccine clearly removes a lot of the risk from CHIM studies. I can't imagine that dozens of vaccine candidates would not be desperate to get some of the data that a lab-based study can provide. Particularly as OO now is established as setting the gold standard for such work. it's an extraordinary opportunity going forward. dyor

I'm pretty sure progress doesn't work to a particular weekly timetable Swap. It's more enormous stubborn effort, and sudden synergies. If any serious observer can't see that this company has multiple extraordinary growth opportunities that will probably require just a little patience, then they probably should look elsewhere for their thrills.

It's a credible theory Trader. It always seemed curious to me that Adrian Wildfire and his team jumped ship from SGS so readily to join OO. The incentives for that move have never been entirely clear. Just an idea, but I wonder if there was a feeling that regulatory approval by the MHRA for a Covid CHIM would be more readily granted to Hvivo with its long history of approvals. With that in place - and it seems Wildfire is the key figure in that modelling - OO becomes a far more attractive proposition for a company with SGS's financial heft to scale up trials exponentially...

pretty weird if this is going to drop every time a vaccine gets closer to roll out. When will the penny drop that that's EXTREMELY GOOD NEWS for OO, now and for the coming years. The more competitive vaccines there are, the more they will need comparative testing. Hey ho, dyor

using standard models to value OO neglects the fact that in the current year the pandemic has made virology services perhaps the most critical growth industry in a collapsing global economy. It would be like using standard models to value an armaments manufacturer in 1939.

Couldn't disagree more - he's probably had a long week, but there was enough excitement in those newslines to last most companies a decade - 5 year time horizon for Covid studies;
antiviral testing as well as vaccines;
both facilities booked to all year at £30m (?) per month;
new facility on the horizon so 3x revenue
; active plans for data selling to all big wearables cos;
25 years of unique data that can tell you if you have flu/cold /covd;
Imutex likely to be reverse sold into nasdaq and pari pass shares,

could go on (and on) extraordinary potential.

Might be an interesting afternoon - why have a 4.30 Friday presentation if you are not signalling some market significant news and want the weekend to manage it. My guess would be MHRA approval for CHIM but could equally be advances on deals for wearables or imutex. The clock is ticking.

UK gov is clearly planning to use the CHIM model to test comparative efficacy of multiple vaccines. This process should involve many such trials. Three slots booked, I would guess plenty more to follow. The data from Pfizer - and the fact that the CEO cashed in half his chips on the back of it - though hugely encouraging, shows how partial and potentially partisan such releases are in the current climate. Of course, follow the science, but don't forget there is £20bn at stake in this 'game'. The only way to accurately test comparative efficacy in double quick time can only be in controlled lab conditions imvvho. Only one company in the world is currently offering that capability. It has a MCAP of £150m. Hmmm

great link!

you'll be fine Denno, sit tight, plenty of value to unlock here - the Pfizer situation will if anything accelerate the need for other candidates to demonstrate their efficacy in challenge trials. And of course OO was never really Covid -centric, it's all about data, data, data (and flu)

We hear a lot here, and rightly so, how CF’s large stake means he is aligned with private investors.

In the short term, as he implies, that is less to do with the day to day of the share price - his holding is locked in for more than two years - and more to do with the one off dividends that will come with the sale of wearables data and imutex. In the latest presentation Cathal opens by emphasising his impressively modest salary - £140,000- one implication of that is that the only way for him to capitalise on the extraordinary success of OO and his own hard work is through the one off dividends from asset sales. No doubt he will be doing absolutely all he can to bring these to a swift conclusion. we should bear in mind though, that from his point of view, the LESS those assets are priced into the SP the more stable the ‘morning after’ divi payments will be. Dividends will rightly make him a small fortune -as well as providing a potential triple your money windfall to PIs - but ONLY those who are holding when the news drops. Who’d want to be out of this before Xmas?

"I think we’ve got a better chance of generating that data early next year"

https://www.theguardian.com/world/2020/oct/30/its-possible-the-race-to-approve-a-covid-vaccine-by-christmas