Firering Strategic Minerals: From explorer to producer. Watch the video here.
"this dog is about to have its day"
I completely agree BeContrarian.
And I would hope that discussions are already underway to start manufacturing this new (nu) variant for challenge trials.
The delta variant became a variant of interest on the 4th of April this year. Just 7.5 months later it is globally dominant, accounting for 99% of all cases ( https://www.cnbc.com/2021/11/16/who-says-delta-variant-accounts-for-99percent-of-covid-cases-around-the-world.html ). However, existing vaccines do have efficacy against delta.
The fact that flights from African countries have already been stopped suggests that the scientists are ****ing themselves that this will evade current vaccines.
The processes for developing vaccines for this new variant must begin immediately.
(and this is not just a plug for ORPHs services - the world seriously needs to get ahead of mutations)
Sorry LeMajor - what trials are starting in Q1 next year? 1801 and 1802 aren't at the CTA stage yet - and 737 "could start in H1 2022" (from RNS for final results). Am I missing something?
Patrick Vallance: https://twitter.com/uksciencechief/status/1462821698026287108
IMHO, this has to included Human Challenge Trials. It is impossible to develop / repurpose a vaccine and pass through conventional trials in 100 days.
And if I remember correctly, the newly manufactured Delta variant is due to be ready about now.
I'm putting my money on a lot of 'Covid chasing' PIs to jump back into ORPH very shortly.
It has been frustrating seeing the Covid play getting kicked down the road this year but I think we've finally caught up with it.
GLA.
Peel are still driving this... could be another volatile day
10 grand to stave off a shareholder rebellion just before an AGM seems like a bargain ;-)
Joking aside - very pleased to see one of them get his head out of the test tube and realise it isn't 'just' about the science. Top man
If it goes to 2p... I think it will be this week. Whatever is happening, is happening now.
Big volume so far today and some fairly large (for SAR) trades going through
Only if you're very confident of where the bottom is - or prepared to hold long term.
I think the B0D silence is really spooking people.
Not the SP - but something upbeat about the science could be interpreted without breaking any rules... Continued silence is never appreciated
It is a tricky line to walk. If the BoD start commenting on share price then it becomes expected (and it is generally not a good idea to comment too much on something you can't control).
However, SAR is 20% down last week and a further 13% so far today... so maybe a friendly tweet wouldn't go amiss?
Further falls, and continued silence, might get people wondering.
Well, the newly appointed brokers, Peel, are on the bid at 3.7p, so maybe that is an indication of where the SP is going next...
(if you subscribe to the idea that they are gathering shares for institutions)
KoolKat15 - "Personally I feel this is a 3-5 year investment from now for the bigger values based on my DD of Sareum."
Absolutely agree with that timeline. Excepting a takeover, the next milestones that 'should' significantly raise the share price will be licensing for clinical trials and clinical trial results.
I'm investing with that same timeframe in mind.
Exactly Oddmoney. Is this the bottom of the curve or is there more of the same this week?
I'm inclined to buy more as frankly 4.5p seems a great price... but could this 'briefly' drop below 4p with another hard shake?
I think as long as you're prepared to hold long term this is fantastic value and I'll be watching closely (and will likely boll0x up my timing and pay 5p+ but that's all fun and games hey :-)
ORPH has secured £20.4 million worth of contracts (18.9 million new work, 1.5 million renewal) and has positive results from a trial of AGS-v plus vaccine candidate (49% stake).
Additionally, Bavarian Nordic has referenced a successful Human Challenge study conducted by Hvivo.
Pfizer has also refeerenced a successful study by Hvivo - but this was 3 and a half months ago... around the time that ORPH added a Malaria challenge model to their portfolio.
I think this is worth highlighting as it sometimes gets lost in all the background noise here. The core business is strong. The spin outs are progressing, albeit slowly, and large Pharma are happy customers.
I generally agree - but maybe NCYT isn't the most comforting example...
https://news.sky.com/story/cyber-attacks-on-the-uk-hit-new-record-with-covid-vaccine-research-prime-target-12470462
Hopefully we still have GCHQ on speed dial :-)
I don't want to detract from the great news this morning (and I'm sure this is under control as it would undoubtedly be one of the questions big pharma asks before signing a contract) but worth flagging how important (and therefore valuable) this market is :-)
https://twitter.com/Eskers1
Together with todays Covid ethics presentation by Bruno Speder (Hvivo) are we finally, finally getting the green light for the Covid Challenge trials?
https://twitter.com/OpenOrphan/status/1460582732157919232?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet
Maybe just bunting, hold the balloons ;-)
1.5million for Venn is decent - and it all adds up.
https://philpapers.org/archive/AHMECF.pdf
(Thanks to a fellow investor posting on another board)
https://www.bavarian-nordic.com/investor/news/news.aspx?news=6432
Following on from Pfizer namechecking Hvivo - BV also listing a HCT as a highlight.
Sentiment might be down at the moment... but back in the real world - things are looking good.
Sorry Greend100 - I had not seen your reply when I posted