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Presume you mean SGS not SNG snapper?
Some great posts here today especially in relation to assets and potential suitors such as ICON
Perhaps one of the most overlooked assets in Orph's treasure chest that has not had that much coverage and that may play a pivotal role in any T/O is the number of Challenge study models that the company has and the experience contained in undertaking these. From the September Investor Presentation :
• World leading portfolio of 8 challenge studies: 2 Flu, 2 RSV, 1 HRV, 1
Asthma, 1 Cough, and 1 COPD (replacement cost c. £25m)
• Developing the world’s first seasonal Coronavirus, and Covid-19,
challenge studies
From what CF has said there are only 2 companies in the world that undertake CHIMs and they each only have a single model (from memory I think he has said that)
For any suitor this would provide a whole new significant revenue stream and including the Covid CS this would add considerably to the value of the company IMV.
GLA
Dave
Wedme,
Many thanks for undertaking and posting such valuable research.
One thing struck me whilst reading it was the pausing of the AZ vaccine trial which was as a result of one patient developing transverse myelitis which is an inflammatory syndrome that affects the spinal cord . I was wondering if your researched articles might explain this reaction as it explicitly mentions vaccines and if so, then the safety and viability of vaccines might be brought into question. I don't think I've seen any follow up or explanation given to the pausing of the trial.
Great research and many thanks for posting.
Would need to factor in that OO own 62.6% and JJ the remainder of BioPrep and also OO own 100% of Immune Modulator. Small fry probably compared to Flu-v and AGS-v but would need to be valued in.
This little company is becoming more valuable to mankind (and investors) by the day.
That's an old interview from 4th May relating to RNS on that day, talking about RSV challenge study contract with US Pharma. Not sure why it's showing 7th June.
Agreed Nick. I am sure that hVivo are well versed in this, but it's the Ethics committee that causes me most concern as this is very subjective at the end of the day and depends on who the individuals are.
The ST article today mentions permission will be required from the UK Medicines and Healthcare Products Regulatory Agency and also approval from the NHS ethics committee.
Obviously WHO issued new guidance this week, but assuming we keep to these does anyone know what other hurdles need to be crossed to get this approval? Presumably we will previously had to seek approval for other Challenger studies but I guess the added risk for these studies is that currently there is no cure only selective treatments so will that make it difficult for approval.
Any thoughts?
That's a good spot Wolfi.
Surely this will give Quotient the competitive edge over the Roche test if their 100% accuracy is only guaranteed on samples 42 days post symptoms, against the 9 days post symptoms for the Quotient test?
So Quotient is more accurate and reliable. Who's not going to want their test over Roche's? 33 days difference is quite considerable when wanting to restart workers.
* doing
I would say monetise, monetise, monetise.
It's all very well having potential. The real skill is turning that into monetary vale and maximising that.
Fortunately in CF we have a brilliant leader very adept at ding that!
Why would you want to vote against CF? Don't you think he's got our best interest at heart as he is the biggest PI?
Hi Ivyspivey,
Thanks for the detailed response.
You sound like a scientist with such knowledge. I'm afraid my A Level Chemistry from many moons ago doesn't stretch that far!
Agreed on the point of Challenger studies. CF was very confident in landing these. Just hop they can pull it in from the October date he mentioned at a previous presentation. They'll be working flat out I'm sure.
ATB
Dave
Ivyspivey,
CF has spoken in at least one of his presentations that it will be possible (though not yet developed) to swap the universal flu T Cell vaccine with a universal Coronavirus one thereby encompassing covid19 and presumably mututations. Not sure which presentation it was but he has definitely said it.
No problems deepjoy.
Good luck getting back in.
If a positive presentation from CF tonight any drop tomorrow might be rapidly bought up.
ATB
Dave
A few subtle deramps going on here
deepjoy,
You've just contradicted yourself. You say you don't trade but isn't that what selling and buying back in (within days) is, trading?
"Clearly, this will be a huge revenue generator for Open Orphan.
No other company in the world has a portfolio like Open Orphan. There are better-known companies, of course. But this company has advantages that no-one can reverse engineer. It is a world leader in human challenge studies and has Europe’s only 24-bed quarantine unit with a virology lab on-site.
Covid-19 aside, Open Orphan has major money-making deals already confirmed. It announced a £3.5 million contract signed earlier this month and a £3.2 million challenge study deal confirmed in March. It is also moving into Phase 3 clinical trials for the elusive and ground-breaking universal flu vaccine. "
https://www.valuethemarkets.com/2020/05/18/open-orphan-share-price-spikes-as-covid-19-home-testing-stocks-rocket-orph/