Member Info for FatherTedCrilly

"Were you expecting that to happen overnight?"
What I was expecting to happen overnight, was shareholders to (rightfully) kick off. At this point, someone at SAR or Peel Hunt should have realised the uncertainty generated by yesterdays RNS and looked to clarify it quickly.
So why no clarification? Have they not realised? Are the unable to clarify? Is the issue significant and they don't want to publicise it? Or do they simply not care? None of these are good.

Last nights RNS creates uncertainty as to how serious the issue with the application is - and how much time and money are required to resubmit.
Not good.

Hi Moniman
In a word - DiM.
This is a great proof of concept for what can be done with clinical trial data.

Great news for Hvivo too - as it was their clinical trial data that made it possible

Stocks

Given the continued selling… and the relatively settled SP… I think someone is still buying in the background.
To be honest, if you have cash at the moment - and think world events have pushed sticks down about as far as they will go… this is a good time to pick up good businesses on the cheap.

It is now 14 weeks since we were told the CTA was submitted (it could be longer - SAR could have submitted it earlier, we simply don’t know).
How long before SAR need to tell the market something? Even if it’s just a holding RNS…

"The mutual recognition mechanism will help expand the use of Harpin ß in other European countries."
This.
It might take a while for the market to digest the significance but this is fantastic news :-)

While not huge daily volume... given the recent buying and selling (especially selling today) I would have expected a bit more movement in the share price. Perhaps a large(ish) buy or sell is being worked. Thoughts?
Hallsworthy - you posted something about large buys from the telegram group... was there any more info on this? Thanks

So Barclays apparently don't recognise either ORPH or HVO currently... so not possible to trade.
Let's hope they get this sorted quicker than they did the Poolbeg divvie.
'king useless

If there is some news, where the timing is under ORPH/HVO's control, then it would make sense to associate it with the new brand...
Here's hoping :-)

"This report has been commissioned by Sareum Holdings and prepared and issued by Edison, in consideration of a fee payable by Sareum Holdings. Edison Investment Research standard fees are £60,000 pa for the production and broad dissemination of a detailed note (Outlook) following by regular (typically quarterly) update notes. Fees are paid upfront in cash without recourse. Edison may seek additional fees for the provision of roadshows and related IR services for the client but does not get remunerated for any investment banking services. We never take payment in stock, options or warrants for any of our services."

I think a few of the regular posters on this board could have done as good a job, or better, for a bit less than 60 grand...
It's great publicity - but 60K, seriously :-/

ORPH / Hvivo offer Covid Challenge Studies:
https://hvivo.com/human-challenge-models/covid-19/

Covid is expected to become part of life - in the same way that influenza is. That means there is potential for ongoing, high value, Covid work.
Take a look through previous RNSs and see how much revenue ORPH gets from influenza studies. Now imagine Covid work in addition to this.

The following is taken from a Medscape article (link to full article below). It is US focussed but globally relevant.

The XBB subvariant, currently surging in Singapore, could be a cautionary tale for the U.S., says Eric Topol, MD, founder and director of the Scripps Research Translational Institute in La Jolla, CA, and executive editor of Medscape, WebMD's sister site for medical professionals.

For example, prior to XBB emerging, the COVID reinfection rate in Singapore was 5%. Now it is 17%. "So that means a lot of people who had an infection are going to get hit again," Topol says. Furthermore, Singapore reports 92% of their population is vaccinated and their uptake of boosters is twice the U.S. rate.

"And despite that, they have a very significant wave, which is going to be bigger than anything except the original Omicron," he says.

https://www.medscape.com/viewarticle/982667?src=WNL_trdalrt_pos1_ous_221024&uac=432242MZ&impID=4785677#vp_1

"these c..wombles and their paymasters shorts are going to get well and truly burnt."

I seriously doubt that anyone is shorting SAR - it is just too volatile.

And Afham, while I largely agree with you on SAR's potential - it is just 'potential'. Till there are results from Phase 1 that exhibit no safety concerns, the share price is only going to move on rumour and speculation. And as the phase 1a trial hasn't officially been approved yet - it is likely to be Q2 next year before any results. At the earliest.

This is the highest risk time for a drug development company, entering the clinic for the first time. Till now, everything has been in SAR's control... now 1801 is getting independently tested.
If there are good results then the share price will, indeed, rocket!
But if the results aren't good - Sareum do not currently have the money for a second shot.

This is the reality. Huge potential rewards... but high risk. To only focus on the positive, without recognising the risk, is dangerous.

I can sell for 9.6 and buy for 9.5 with Barclays currently....
If that widens a touch then I probably will :-)

Anyone else think all these trades are buys? Based on the prices I’m being offered (9.66 just now) everything at 9.70 or above looks like buying…

https://www.medscape.com/viewarticle/982557?src=WNL_trdalrt_pos1_ous_221019&uac=432242MZ&impID=4767135

Hopefully we'll have some news on Hvivo's Omicron progress soon...

Hey HallsWorthy - was there any more detail from the Telegram group about large buys pending?

Generally it will be Phase 3 candidates (or repurposed candidates that are already in use for other purposes) that will be looked at for Covid efficacy
(the UK runners and riders according to HMG : https://www.gov.uk/guidance/clinical-platform-trials-for-coronavirus-covid-19-treatments#current-clinical-platform-trials-for-covid-19-treatments-in-the-uk )
Pre-clinical assets will be way, way down the list - however promising.