Member Info for masterboffin

https://www.openorphan.com/sites/openorphan/files/2020-04/Open_Orphan_Investor_Presentation-April_2020.pdf

A new investor presentation dated 9th April 2020 has appeared on the Open Orphan website. I believe CEO Cathal is due to make an appearance on Proactive investors next week so no doubt he will be waxing lyrical in more detail soon. Worth a read during lockdown !

PAGE 11

"New model should enable customer relationships to last 3-8 years, generating extra revenues over the entire duration and at significantly higher levels, up to £20m per customer if phase II trial work is gained"

Forgot to post the link...https://www.forbes.com/sites/enriquedans/2020/04/06/could-apple-and-the-coronavirus-pandemic-become-the-catalysts-that-ignite-the-virtual-reality-revolution/#4076974f40bc

An interesting article published on Forbes website today which supports the view that Apple's interest in VR/AR (including the proposed buy-out of NEXTVR) coupled with the pandemic will be beneficial for the whole Virtual Reality sector in a big way. Worth a read .....

"In other words, as on so many previous occasions, we would see Apple arrive late to market, but then take it over, in this case, helped by a market that, after a pandemic and a long confinement, is probably craving for more interactive interfaces. And as on previous occasions, success for Apple in the field of virtual reality would be a huge boost for the whole category, with all that this entails for the future of interaction."

....."It’s becoming increasingly clear to me that the pandemic will be the catalyst for the mass adoption of a technology whose time has clearly come."

Valuation of Flu-V ? Potentially hundreds of millions upwards ....During the interview Cathal again referred to hVIVO's Flu-V vaccine as a lottery ticket but cautioned potential investors in Open Orphan not to invest in the company purely on the basis of that vaccine . This is a sensible approach to downplay the vaccine's potential in case it doesn't come off . As Cathal keeps saying, "right place , right time". Cathal concluded the interview stating that Flu-V could be life changing for investors .(It has passed stage 2 trials already). Cathal also stated a much higher level of interest in the vaccine now from outside bodies( "right place, right time, the harder you work , the luckier you get, read between the lines")

A recent article published in the Irish Independent several months ago outlines the financial rewards that FLu-V could bring to the company. I've copied the significant points from the article below.

https://www.independent.ie/business/irish/open-orphan-in-line-to-take-stake-in-1bn-flu-drug-38808471.html

Results from mid-stage trials of the Imutex vaccine released earlier this year showed that it could significantly impact mild to moderate flu. It was the first time that a universal flu vaccine has been shown to reduce symptoms and to stimulate an immunological response.

It is hoped that the drug could also protect against unexpected flu strains.

Imutex is 49pc-owned by Hvivo, with the remainder owned by UK firm Seek.

However, Hvivo considers Imutex to be non-core, and has continued to explore options for its stake in the firm. Last year, Seek and Hvivo engaged Goldman Sachs to aid with a possible sale of Imutex.

Documents show that the investment bank was basing its likely fee for its services on two scenarios: Imutex having an enterprise value of up to $1bn (€902m), or more than $1bn.

Earlier this year, Hvivo said progress regarding strategic discussions related to its flu vaccine assets in Imutex have been "slower than we would have liked".

The coronavirus outbreak is "likely to become an annual virus", the Government's chief scientific officer has conceded.

The above headline today in the Telegraph is just the kind of concerning news which gives great value to the business model of Open Orphan .

Following on from the rns released yesterday , a google search reveals a number of recent articles which show the huge potential of Flu-V (hVIVO'S 49% joint venture with SEEK group in developing two novel vaccine candidates). I don't believe the wider investment community has quite yet fathomed out the potential on offer here . An article published today about Flu-V explains further,

https://www.sciencealert.com/a-potential-universal-flu-vaccine-just-passed-its-fourth-clinical-trial

"A discovery like that would be a holy grail for public health, and after more than a decade of careful research, a specific version called FLU-v is now moving into the last rounds of clinical testing."

"So far, researchers say the results have been "very encouraging", and the vaccine has successfully passed phase I and phase II clinical trials. Although trials in these phases are limited to assessing the safety of the vaccine, there's also evidence it might be effective."
"If FLU-v is found effective against the flu in humans, Amesh Adalja, an infectious-diseases specialist at Johns Hopkins University, said it could change the dynamics between humans and the influenza virus in a "very positive way."

"The authors say the vaccine is ready to enter phase III clinical development to test safety and efficacy against the actual influenza virus and a much larger sample size. They're just waiting on funding."

The article in the Sunday Times about Hvivo clinic being the location for Coronavirus trials links in nicely with the podcast published last month on brrmedia. (Link attached). In that podcast Open Orphan CEO Cathal Friel introduces Professor John Oxford who was the original founder of Hvivo back in 1989. Professor Oxford is also quoted at length in the Sunday Times article today .Professor Oxford subsequently joined Open Orphan as chair of its advisory board ( RNS 20/02/20)
Key points from the podcast ,
-Professor Oxford is a world leading virology expert including the "family" of Coronavirus .He jointly authored a book "Human Virology" which Cathal shows in the podcast and that book features the Wuhan Coronavirus on the front cover!
-Professor Oxford (from approximately 4 minutes into the video ) talks enthusiastically about how the experienced team at Open Orphan/Hvivo with 20 years virology is ideally placed to "discover something". He also states exactly what is written in the Sunday Times article ie. the medics and scientists at Hvivo could use a "Weakened Wuhan like coronavirus" to give to volunteers in their quarantine clinic and use that as the "model infection " to test new drugs to combat coronavirus.
https://www.brrmedia.co.uk/broadcasts/5e397956397af40afa52b0fb/open-orphan-plc-introduction-of-professor-john-oxford

Overall , really interesting developments for investors in Open Orphan !

Jamesjohn,

Having read and pasted the article on this site earlier today I concur with your viewpoint. At least it’s generated a healthy discussion !

https://addisfortune.news/tulu-kapi-welcomes-local-private-shareholder/

The above link is an article written 4 days ago and clearly supports a bullish view bearing in mind one would expect a local Ethiopian journalist to be in possession of the facts .The article reveals Kefi's private partners in the Tulu Kapi development ( ANS Mining ) are indeed fully committed to the project. We await imminent confirmation of their initial $9.5 million initial subscription ! I have pasted a section of the article below. Worth a read !

"The partners have focused on ensuring a broad investor base with an explicit preference for institutional investors such as insurance and banking entities with a strong presence in Oromia Regional State,” Harry said.

ANS Mining was funded by Hailemelekot Teklegeorgis, former state minister for Finance & Economic Cooperation, Wondwossen Zeleke, a long-standing natural resources senior executive, Zafu Eyessuswork Zafu, former president of the national chamber and one of the founders of United Bank and United Insurance, and Alemshet Degife (Maj. Gen.), former head of the Ethiopian Air Force, among others.

To raise capital, the executives of ANS Mining are planning to start selling shares, according to Hailemelekot Teklegeorgis, a founding member of ANS Mining, which hopes to sell one billion Birr worth of shares with a par value of one million Birr starting this coming September.
The founders of ANS assert that the investment has a 27pc rate of return and will help the banking industry solve the problem of forex, since the company will generate foreign exchange from the export of gold.

"We expect at least one bank to buy a minimum of 50 million Br," said Hailemelekot. "We're also discussing with banks and insurance companies, and we've invited them to visit the mining site."

https://www.brrmedia.co.uk/broadcasts/5e397956397af40afa52b0fb/open-orphan-plc-introduction-of-professor-john-oxford

New podcast out today .
CEO Cathal Friel & Professor John Oxford . Well worth a view.
Key points .
- CEO emphasising that the timing of the Coronavirus has highlighted the potential that Open Orphan via hVIVO now offers to the tackling flu viruses -Europe's only quarantine clinic in Whitechapel. A world class team of scientists with 20 years experience researching flu viruses .
CEO confidently stating the plan to licence out the stage 2 approved flu virus vaccine 48% owned by hVIVIO(Open Orphan) to a big pharma .
Professor Oxford stating the potential for Big Pharmas to utilise the research facilities & staff employed Open Orphan to develop a vaccine to tackle flu viruses including coronavirus.

I agree, Beyond Meat now being promoted by celebrity Snoop Doog ! . Up over 10 % on US opening.

Indeed RS, there is currently a race to commercial production taking place amongst Cellular aquaculture & Cellular agriculture start-ups backed up by huge demand to change food production systems to " save the planet" . Many will not last the distance . However, I believe Agronomics Plc have chosen some of the start-ups with great potential for their portfolio. As mentioned numerous times, ANIC is the only UK listed company providing investors with the opportunity to invest in this revolutionary field.

Below is another interesting response from BlueNalu during the Reddit session regarding scalability . IMHO BlueNalu is a disruptive and massive company in the making . ANIC's currently has a 6% share of BlueNalu following the December 19th RNS update . Posters here have likened BlueNalu to being the Tesla of the food industry in terms of disruptive capability and potential.

Q. At present, how scalable is using serum-free media to culture cells?
A. (BlueNalu )We’re still early stage, but quite optimistic about being able to scale serum-free media in production. In fact, we’ve already demonstrated that we can produce cell-based seafood without animal serum so the question of scalability is actually a question of sourcing ingredients at low cost. On that, we’re announcing a strategic partnership in global ingredient supply in the next few days, but please don’t tell anyone quite yet ;)

I've edited & pasted some bits of the online Reddit Q & A session with BlueNalu executives last yesterday . Its good to see Agronomics Plc being mentioned as a way to invest in BlueNalu. Furthermore, Agronomics Plc have even made a contribution to the conversation at the foot of the page.

Q. When will retail investors be able to invest in BlueNalu? Are you aware of any US based pure clean meat ETF's/mutual funds under development that retail investors can partake in? I'm aware of Agronomics (UK based) and New Crop Capital (Unovis) but they are not readily accessible for retail investors.

BlueNalu -Thanks so much for your $$$ question. BlueNalu, as well as other companies in the cell-based sector are private at this time, and only able to take investments from accredited investors.

Regarding Agronomics, which has publicized their investment to BlueNalu, retail investors are able to buy their shares on the London Stock Exchange (ANIC).

Regarding ETF’s, we are aware that Beyond Investing introduced the first Vegan Climate ETF recently, and a link to information about this can be found at this link. There may be others that exist at this time.

Agronomics PLC -Agronomics is publicly traded on the London Stock Exchange's AIM Market under the ticker ANIC. Retail investors are of course welcome to buy shares in lots as small as 10,000 shares which equates to £1.1k at the current share price of 11p. Any international broker should be able to offer to trade on the LSE.

Beyond Meat is today up 10% on Nasdaq apparently due to talks about distribution deals with Mcdonalds. It's obvious the Alt meat sector is not a fad but is actually gaining strength rapidly .

a twitter post yesterday from one of ANIC's investee companies Bluenalu .

"We're excited to host an AMA on Reddit tomorrow (1/13) at 1 pm PST. Find us on the r/Futurology subreddit. Join us as we answer questions on all things cell-based seafood and BlueNalu! Our co-founders and leadership team will be answering your questions."

This will be 9pm UK time . Should be worth a look. BlueNalu, a cellular Aquaculture company which is leading the field in that area.

The alt meat/food sector is definitely going mainstream right now. I watched an advert for Subway plant based meat ball baguette shown at peak time on ITV a couple of evenings ago. All the big retail outlets are getting on board . Agronomics PLC is more geared towards cultured meat/fish than plant based however the basic premise is that there will be huge demand for various types alternative meat sources form now on.

“Apocalypse cow: how meat killed the planet “ currently being shown on channel 4 . Part of the program covers the subject of cultured meat ...positive on the potential as an alternative meat source .

. It was a minor matter . RNS related to the issue of only 910,000 shares following payment received from one delayed subscriber in the recent placing.

https://www.smallbizgenius.net/news/foodtech-startup-bluenalu-grows-yellowtail-fish-entirely-from-cells/#gref

Cellular Agriculture & Cellular Aquaculture (applicable to BlueNalu) may well turn into a race to commercial production . No doubt not all companies will succeed but the sector as a whole may prove to be a great investment opportunity . Bluenalu are off to a great start . Over twenty years ago there were many investors being skeptical about investment opportunities presented by the internet .