Member Info for gotabesirius

Open Orphan and Cathal have been extremely vocal around the business potential and development of key areas including covid challenge study model, genomic data base, testing, lab services and of course, the jewel in the Crown - Imutex.

Worth asking yourself why when all the aforementioned are progressing extremely well and are in media focus has Cathal decided to openly and admittedly tone down all the drum beating, media, tweets, interviews and RNS updates to only the largest contracts and the essentials....

Answers on a post card..

PS. Those that have been here a while will remember Cathal's primary goal for this business outlined earlier in the year

If you'd listened to the so called twitterazzi you'd have bought at placing price as they were when they were also pushing it!

How much has been invested into developing this asset?

I think he does....

You have it in one!

It wasn't on twitter and it was announced post market

Coming tomorrow folks

Remember... This company is up for sale!

From the below I think we can draw our own conclusions on valuation at year end but circa £200m market cap plus whatever we get for Imutex looks easily achievable imho

Then on top of this there's Imutex..... Probably the main reason I invested....

Imutex is an unlisted company that orph own a 49% share in that have developed a range of vaccines and treatments, some of which can be targeted at covid but one of which is one of only two universal flu vaccines that's stage 3 ready (final trial before production) they also have a mosquito v vaccine which Is at stage 2 which has been called the Holy grail of vaccines after phase 1 testing. The valuation of this company is anywhere from £100-£500m with a similar company selling recently for higher end of that range. CEO has promised to sell or list Imutex in US and all proceeds will be returned as a dividend or a free ride with one orph share for one Imutex share in a nasdaq listed company. In short this could be absolutely massive on Imutex alone. This will be monitised.... Only question is for how much? For example, even if they sell Imutex for £100m we get a £49m divided equivalent to around 7p per share....

Highlights are raised £12m at 11p last month giving cash position of £16m. Current company valuation circa £80m. Own Hvivo and Venn which complement each other as pharmaceutical service companies. Hvivo is the absolute gem, Neil Woodford invested £110m into developing facilities, labs and took the valuation to £200m in 2016...but when he was forced to liquidate his fund the share price collapsed and orph picked them up for £13m in Jan. The beauty with Hvivo is they are world leader in testing vaccines and anti virals..... (could a company be more on trend right now). They are developing the world's first challenge study model for Covid 19 which will allow vaccines to be tested on humans in lab environment and fast track successful vaccines into development. They also offer lab services and anti body testing for covid and are creating a broader antigen testing package for Covid and Flu. In short they have around £160m pipeline of work. Most pharma companies once profitable trade at 3x revenue.... Orph will be profitable this quarter after six months of huge cost cutting. I'd guide this years revenue to be £60-£80m.....thereafter much higher as more and more vaccines come into the lab for human testing.

Just ignore the dimwhit who's so desperate they have to ramp on other company chat.... Says it all really.. And we have plenty to consider without the rambling of some Dilbert who needs his money out asap

Very interesting, do you have a link for this?

Excellent post

What kind of news do you expect from a pharma services company?

They sold all they had in all 14 biotech / pharma companies....

Very true, and a rerate doesn't happen overnight, it takes time with profit taking and new investors moving in as valuation steps up. Next step should take us into the 20s.....

As I've been saying for months, Imutex is an absolute gift for this company and they have literally hit the jackpot buying hvivo just before a pandemic....

Why? We are all invested in one of the best opportunities which fits perfectly with ongoing virology awareness and concerns and all you do is argue. Sit back, let the market do it's work and newsflow will take this higher. How high will depend of how many of the four transformational items Cathal has mentioned come to fruition. Imutex looks a banker, it's a matter of how much we get! Relax and enjoy the journey

Poor Neil Woodford is all I can say. He was about six months off being a legend in fund management....

My apologies from earlier in the week.... You were right, I was wrong. I'll kick my advisor s! Ha