Member Info for FatherTedCrilly

Not sure there is any deliberate play by the MMs here. This is just the reality of advancing pre-clinical and early clinical assets... there isn't much news flow and it takes a long time.
I suspect that the recent drop wasn't the 'substance' of GSK handing back 737 - more that it removed a piece of possible good news leaving the next few months looking pretty bare (CTA acceptance should be largely priced in imho - and though there may be a brief spike I don't see this catapulting the SP).
The next meaningful news is 'likely' to be preliminary results from phase 1a - and this will be due 3-4 months after 1801 goes into the clinic.
There shouldn't be any bad news in this time. Although SOG's suggestion that there may be a further fund raise to assure the regulators that the trials are fully capitalized is something to consider.

"In my opinion they have already fielded offers at low billion"
Afham - are you seriously suggesting that SAR have received an offer for 10 times the current share price (100million market cap) and this hasn't been disclosed to share holders???
It's Friday night - maybe time to put the keyboard down and head to the pub...
Have a good weekend all

Some of the drop will be related to GSK returning 737...
Some, however, will be the delay getting 1801 into the clinic. Still no trial approval - which means preliminary results are unlikely till the end of the 1st quarter and maybe into the 2nd quater next year.
With no other expected news, I suspect some are selling out to buy back in cheaper.
(and before some bright spark says 'a takeover / buy out can come at any time... please remember this will be at a price commensurate with pre-clinical assets and not a Phase 3 candidate showing efficacy in a multi-billion pound market)

Thanks for posting moniman

Thank you KK... for beautifully illustrating Warthog's point
Lol :-)

“Also his statement subject to regulatory approval they plan to progress 1801 into clinical trials.
So we haven't got the CTA yet?”
Good spot Blue - I think this has been missed in all the excitement… Unless they deliberately trying to lower the price - this was an unnecessary (and f’ing stupid) thing to add.

In the long term it may well do... However, I'd venture that fortune has favoured those that sold at 9p
;-)

Clinical Trial : https://clinicaltrials.gov/ct2/show/NCT05572450?term=hvivo&draw=2&rank=4

Business as usual - and the core business is strong.
Have a great weekend all...

Given the prices I've been offered over the last hour... I rather suspect the 649,870 share 'sale' is also a buy (unless anyone here knows better?

I'm not sure there is any manipulation or 'something' coming in the background.
If you look at the historical charts then the daily volume traded in the last week or so isn't much different to the daily volume in the last few months (the exception being Wednesday when there was a small sell off).
Possibly just a natural correction upwards?

I asked about this (POLB-001 patents) at the presentation last night.
Jeremey replied that they are in the process of applying for additional patents for other conditions (than influenza) but don't like to comment on specifics as this can make it more difficult to secure patents (which is understandable). He added that pharmas like drugs that can be used for multiple conditions - so they are conscious that this is a way to add value.
I was happy with his answer - and the presentation as a whole which was very measured. Basically, everything is on track.
(also very happy with his share purchase)

If this is granted (as seems likely) then this is very big news.
From the RNS, this appears to be protect POLB-001 as a treatment for hypercytokinemia - regardless of underlying cause. So this is extends usage beyond severe influenza to any condition that causes cytokine storm, including Covid.
Just my reading from the RNS - might seek confirmation at the presentation.
Nice start to a Tuesday morning.

Initially, I didn't agree with a share buy-back. Now however, given the cash pile, order book and current SP, a purchase of even 2 or 3 million pounds does seem like a good idea. I am now in favour.

"Everyone and their mother has a p38 inhibitor"
In addition to the other good replies that have pointed out the absurdity of this statement... This is why Poolbeg have applied for, and have been granted, patent protection for (most) of their intended uses for POLB-001
I could have a p38 inhibitor in my sock drawer... but if I don't have the right to use it to treat certain conditions it is worth very little.

Exactly Magoo
I took that utterly contrived article as a signal to start buying back in :-)
(I mean seriously - of all the potential insider dealing and manipulation on AIM… this is what they choose. LOL)
Feels good to be back.

From an investor point of view... does it f*cking matter which is more dangerous? ORPH are the leaders in both Flu and Covid trials :-)

I know sentiment here is in the bin at the moment... but this is rather good news.
A little cheer and positivity here might be called for today :-)

is CF's previously, over optimistic statements.
This is a great set of figures for a new, niche business in its second year - if you can forget the 'cash generative', 'month on month' and 'possible dividend' claims (which are bloody naughty tbh... I can forgive missed timelines and a bit of optimistic chat on the spin outs - but mis-guiding on the business fundamentals is not cool).

And that is how I'm now viewing ORPH. I'm forgetting what has been promised previously and just looking at ORPH as a currently undervalued business with a good pipeline (and maybe some spin out bonusses somewhere down the line).

I thought I did well buying more in the low 4's and selling for a 25% plus profit - lol :-)
Oh well. I'm not selling any of my spin off shares though (even if I could - Barclays)
Still great to see the uplift.

Seems to be a small sell off (nothing huge) each time a new broker gets their act together...
Is Barclays the last of the big ones left to go? Once they've sorted the shares (next week?) the selling will hopefully be over...