Member Info for FatherTedCrilly

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

I think we largely know what's in the pipeline.
- CF has advised the market that there are likely to be new contracts in the short term ('possibly' including a new challenge agent)
- The results of the characterisation study are due to be published
- The Delta strain should be ready soon
- Further announcements on Imutex and Prep

There are others - but I'm not going to list everything.
Given the latest guidance - I would expect one or two contracts before Xmas - and hopefully news in one of the other areas. As Ryan says, long term I don't see any issues. Short term, we'll just have to 'suck it up' as ORPH has taken a kicking on sentiment. For me ORPH is fundamentally stronger now than when I originally bought in - and stronger than at any time I've bought more over the last 20 months.
Let's see what the next RNS brings - whenever that is :-)

In fairness to moniman (and hopefully this will also reassure) I do remember this being asked at an investor presentation. I believe CF said they had a direct line to GCHQ - so I think all concerned are aware of potential threats... I certainly hope they are.

Thanks Ryan :-)
And I completely agree about the SP. The market will eventually catch up...

Hopefully things starting to move :-)
I'm not a chartist - so I don't know if this is down to an 'acoustic bat' or a 'pot and kettle' etc. ;-) . But if one of the chart followers could comment and let us know if there is a (chart based) reason for the movement, or not, that would be appreciated. Cheers

No, not at all. In case of doubt - and also from the accounts you linked to...
"On 21 April 2016, the Company acquired 49.0% of the share capital of Imutex Limited for £7.0 million consideration under the terms of a Joint Venture Agreement with PepTcell Limited. Acquisition costs of £0.2 million have been capitalised as part of the investment. Imutex Limited is a UK-based company developing vaccines against influenza and mosquito borne diseases. At the same time as the investment, PepTcell Limited entered into a contractual arrangement with hVIVO Services Limited for a FLU-v clinical study to the value of £5.5 million. "
Hvivo pays 7million for a stake in Imutex - and receives 5.5million back to run a challenge trial.
Not really revenue is it - if you have to pay for it.

From your own link JimBeann
"Revenue of £19.9 million (2015: £7.7 million), includes £7.3 million from third-party client engagements and £12.5 million from equity investments (£9.7 million from the three PrEP-001 Phase IIa clinical studies and £2.8 million from the FLU-v Phase IIb clinical study) "
So 12.5million from equity investment. Essentially uncle Neil Woodford paying for Prep-001 and Flu-v trials.
But I think you already knew that...
Dude, at some point you need to let go and move on :-)