Member Info for Citizenlane

No just acacia and less than 10 per cent, insignificant

It’s what good businesses do - sign deals, expand capacity. Every day is not the lottery

On the contrary press has gone very lightly on this govt and seems to want to believe its beer and skittles distractions imho

on the other hand barwick, Covid has now killed more people in the UK than the Luftwaffe managed during the blitz, even on official figures. And no, these people weren't all at death's door - research shows that they could reasonably have expected to live another 13 years each on average. It's not an insignificant number and it's not gone away. Until there is a vaccine or a cure, the world will be desperate for one. OO can play a significant role in that effort on several fronts. dyor

Cathal seemed v confident that the COVID challenge model would be up and running by the end of the year. I guess for many operators regulatory approval would be an issue, but Hvivo literally the world leader in such studies has a very long and unblemished track record in this area and he does not see regulatory approval as an issue given the global need. Also v cogent and understandable marketing strategy for testing aimed at city companies over the coming year(s). He mentioned big 4 auditors as likely clients given their customer-facing practice. Onwards and upwards, dyor

I agree, keep love out of it. But as with any assignation, no point in investing if you don't sense opportunities as well as risks.

will return here soon enough.

- Covid isn't going away any time soon - a vaccine will be required to get the world travelling and working with confidence again - even minor rises in infection are causing panic measures - and as the amount of infection falls that makes challenge studies even more crucial.
In the meantime companies will have to test, test, test.
-Also having seen the devastation caused by this pandemic, proper focus - and finance - will inevitably have to turn to averting future risks, protecting health systems far more proactively. Nothing more critical in that regard than innovation in vaccination - universal public health possibilities such as flu-v and the mosquito jab will be at a premium.
-And,crucially, alongside that patient data on new and rare and orphan infections will carry ever greater significance.
Can't think of another company that offers that range of services - widely recognised world leader in challenge studies with over 20 years safety experience; up and running bespoke testing facility in the heat of London; "holy grail" vaccine possibilities ready to package and spin off on Nasdaq; unique data set and platform on orphan illnesses .
What is the value of such a company ready and full funded to address the world's most pressing challenges?
I think we can safely say it should be valued somewhat greater than revenue. A re-rate will come soon enough and these prices will look silly given that 6 O' clock news bulletin from now until whenever is essentially an elevator pitch for Open Orphan's portfolio. But hey, DYOR

whatever - contact CF if you think it's a prospect - persuading people here makes no odds

This is worth a look:
http://www.endfluenza.com/

This paper from the time of the study launch in Nov 2017 shows that Jessica Manning is the lead on the Imutex study (see opening paragraph)

https://www.pasteur-kh.org/2017/11/20/scientific-conference-at-pasteur-by-by-jessica-manning-md-msc-national-institutes-of-health-us-department-of-health-and-human-services/

Mosquito vaccine looks like it will certainly be a strong candidate for phase II work, & given the serious attention it is being given clearly is thought of as having potential against some of the biggest killers on the planet. Allied with Flu-v could be transformational for Imutex (and OO), happy monday imho

You are misreading it. The contract is with an external major pharma company.

On the contrary there is very minimal evidence of re-infection in the short term. Hence why antibody testing is absolutely critical particularly for the multinational businesses that CF is targeting. It’s not the only thing happening here, but it is a sure fire revenue stream in the absence of a vaccine

It’s interesting to look at the places Neil Woodford was investing in before his fund’s grim demise. He clearly saw the massive potential in Hvivo, among his heaviest bets, at higher prices - he just got his timing badly wrong. We’ve all been there - but that level of research doesn’t often lie in the long term. This sector and business has been a sleeping giant for too long given viral risks and our lack of preparedness as he knew.

Hi Whitegate, it is suggested on slide 22 of the current investor presentation: https://www.openorphan.com/investors/reports-and-presentations/year/2020

Anyone know when the Lancet report into the mosquito jab trial is due out? Cathal trailed it a while ago now. That might prove the pivot for news of the timing of the Immutex float, another game changer here

The Widespread quarantine measures will mean that there is a massive premium on antibody testing for business travellers. No doubt some kind of immunity passport will be introduced. Smart move for this and other reasons to aim testing at the City, which will see the benefit of putting all staff through testing ASAP

Big diff between pinprick and full blood sample tests

& obviously either way there will only be one sure way of finding out... I don't suppose the govt would commit £65.5m to it without wanting to find out asap whether it worked

Actually not so - in a very limited trial a version of it prevented the monkeys developing symptoms of pneumonia though they remained infected with the virus. https://www.thetimes.co.uk/article/oxford-coronavirus-vaccine-success-on-monkeys-rk6c6tk8z