Member Info for GG1111

No it is not ..I will accept fat finger

Totally agree Conman but who are Immutext

https://www.prnewswire.com/news-releases/global-seasonal-influenza-vaccines-market-report-2020---fda-clears-cdc-diagnostic-for-covid-19-and-influenza-301194053.html

Nice one Moniman ,like me I think you where a long suffering shareholder in HVIVO.
Cathal is most certainly looking after us now .
Let’s all try to enjoy Christmas and look forward to a fabulous 2021 ..

Go on then Moniman spill the beans how many shares do you hold ?

Has anybody noticed it is saying access denied when you click on Open Orphan ..also the rolling count has gone

Hi Peter ,thank you for your post .
Personally I think he will report full year 2020 well before June 2021 ..and the annual license fees Cary a much higher rating ..try 20 times

LB you are having a laugh ...you obviously didn’t read it correctly,stick a zero on the end but top end unfortunately would only be £2.60 p

Greetings all , I have
attempted to run a bearish valuation for ORPH,please tell me if you agree/disagree ..

Bearish case ..
Only two quarantine facilities , ie the current one plus the nhs facility(which we have for at least the next 3 years).
Nothing from Imutex
Nothing from data base
Nothing from anywhere else .
Two facilities operating at capacity would produce approx 90m of group revenue .
We know break even is 16 m .
We know the marginal profit is 45 %
That gives annual profit of 74 x .45 which is £ 33m .
I would suggest a ten times profit valuation is modest ,bearing in mind last weeks announcement about the collaboration with The Welcome Foundation.As we
already know both our facilities are already booked and this collaboration guarantees they will be for the foreseeable future.
CF explained In his last podcast that welcome are the largest funders of human challenge studies and any such studies would come through us?.

A ten times profit valuation would give a market cap of £ 330 m.
I have heard 5 times forward annual order book being used as a valuation method for CRO 's and this would give a substantially higher value ( £450m) I will stick with the lower figure ..
Now then ,as I am extremely bullish on Open Orphan I now think we have to expect a share price starting with either a 1 or 2

https://go.questexnetwork.com/dc/XjvPmlMQLdvXb2RwPN59N4jm9Yz9rM_9MfLPHHlUz_HFDzXS_kQYLUYvDLf165kiBmt2RMnAXhwBS0OSs2Fp5lXTq3m9pafgKMdg1ylN-olPeyLrZc1WWs8pcDvrtCZiUYap9xD2sHh5BJ6fofm38V-01fe3ZsPb7ieYNuOYT68i3WMoLbHNRuAYXeuwaZbg9Z4vJw_SDnyn4-Q73KntUGsO1wlMVx0MPgeqGR7nz5M=/UAD70PF0QQnMeO013u0802T

Obviously..Ha Ha

Nice one Trader 3

There is always someone ha ha.
I was being specific to one thing and one thing only ..ORPH

A timely moment to stand back and reflect especially for all LTH and look forward to the next 6 months on a journey of a lifetime.

https://twitter.com/hic_vac/status/1321109140132012032?s=09

https://www.hamhigh.co.uk/news/health/royal-free-study-covid-19-human-challenge-vaccines-treatment-1-6902660

Or better still get back to your cave and stay there

25/10/2020
09:57 pierre oreilly: I think the pretty obvious fact about the other companies flu thing failing is that it is bad for mankind, but good for orph. It obviously increases the value of any competing drug possibilities for those still left in the game. I think the only one having jumped the phase 2 hurdle is Seek's, half owned by immutex, fully owned by orph. Maybe our christmas pressy has gone up 20% from last week. Did I imagine it or did C say that our flu drug has had 3 successful challenge studies already, so another one isn't planned?

Interesting post on ADVFN.
I would also concur that we have already done successful Phase 2 CS ..How do you value Imutex now ?

Northseatiger the reason I speculate on this point is that I see max value with everything thrown into the pot and Cathal has delivered so far .I think personally north of your figure with very little risk and after this timeline who knows !

Cathal’s master plan entails selling ORPH within the next 4 to 6 months .