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So... my take now is that Orph are offering the UK government supported advanced stage candidate ( there is only one ) first dibs... in return for investment :)

And of course discussions with the 'UK government and other partners' can actually mean other Governments such as the Chinese and particularly the US who are after all prone to throwing money about in the race :)

I think the government will fund the facilities for promising candidates (oxford / AZN is my first punt despite the denials) but also it is in the wider international interests to facilitate expansion of facilities so that pharma companies can progress trails rapidly. I see government approving and supporting through up front investment in facilities/ buildings etc in the expansion of challenge facilities to enable multiple trials and as Orph are the only company with such a model (subject to confirmation of course).

My basic hypothesis here is that the contract will not be exclusive as Cathal is too smart for that. it is state investment in infrastructure but hey what the heck do I know...

Repression - when buyers can get a quote... lots going on here and NT to buy alot of the time :)

each rider helps the other to make the break and stay ahead of the peloton but, then as the finish line approaches its every rider for themselves.... going to be interesting today each has their own strategy.. All the best DJ :)

even you moni albeit for the entertainment value over the past few months :)

KTRB, indi and a host of other fellows , i raise my glass to all you to as well and also a special mention to "Jimzi" who I had a couple of spats with over the past few months but I respect his opinion also... BBs should be about bear and bull debate and whatever LTHs decide to do from here good luck to all of you. all the best DJ

And not forgetting the FOR SALE sign Cathal always holds in his back pocket of course... I shall raise a glass to Acacia tonight or is it a finger for all the stress this year :) Well done everyone who have ridden the tiger along the way :)

I'll give you that Jimzi ... :)

and it names Hvivo and Orph :)

Blah.. Interesting perspective and I think you make some valid points. Certainly as the core business is services it will never re-rate expodentially in short timescales and will be prone to value judgements on the balance sheet margin hence the broker target of circa 19p...
Yes there is the lottery tickets element but as that is non core business so until that happens its a punt on higher valuations than the broker targets in my book. I mentioned last week that the core business pipeline expansion that is currently guided is a binary play on the success of the covid challenge study model. The key period is the next two months as the Venn contract tends to be low values compared to the Hvivo side. Being positive but also realistic helps make sticky PF holdings. :)

Arh yes ... I forgot that bit Indy thanks.

So much for staying the course until December then... erm... :(

updated on their web site today.... I cant spot major differences but it provides all the info we are going to get in financial terms in the H1 report by the looks of it. I don't know why but i thought invesco held more than 7.91% I thought it was closer to 9% but probably me not paying attention...www.openorphan.com/investors/reports-and-presentations/year/2020

support level at 14.5p (weak I grant you but it is there) sell on news brigade active, share range is really narrow and YET - here we are level pegging. I am more bullish now than I have been in months, even after a slight shakey leg last week but Cathal has delivered again .... no better place for my money and I only have two such places outside of gold :)

I might hang around this morning on the live prices...warrants clearly in the money and I think it may prove irresistable for them not to sell straight off...All good still :)

Hi both, My strategy today is simple...go fishing and sit on my hands GLA :)

here this morning :)

KTRB.. Can't argue with that sentiment but at least he has nailed his colours to the mast on time lines and actions so that will do me for the next couple of months. GL :)

Well big thanks from me to you Demon ... best wishes DJ