Member Info for NathanR999

Ending 22 share price 56p spike 78p

My view and I maybe wrong is that Poolbeg have had a freebie for a short period to help flesh out there pipeline with some novel candidates for exploration in phase one and two. Once poolbeg is cash generative either via onward asset license or sale ie polb001 to bigger pharma then further access will cost and be payable to DIM. DIm may themselves need to pay a fee to Hvivo or any cro that acquires them to get new data on new models they introduce however if open orphan hold say 20% of DIm on books then that may solve this. That's a big assumption but most plausible way of ensuring all keep happy. There maybe other companies, maybe start ups , diagnostic companies like Roche, Abbott or an other and uni spin outs that may use the biorepository at hvivo / DIm to develop or verify new assays etc. Happy to wait on DIM if done right , no biggy I feel those getting Ansty on this are wanting to exit open orphan at earliest and they are frustrated and are short-term rather than long term holders. Equally happy if open orphan stays independent for a while yet before being taken out in 2 to 3 years.

I asked a question around this at one of the webinars in late 2020 or early 2021, I have been to bed since then for specifics.

But I recall Cathal slanted the answer to hvivo datasets being integrated into their data sets but that's as far as the answer went. However I am hoping the genomic database and any attendant data fornratebdiaease become part of disease in motion alongside the infectious diseases dataset and part of a wider growth strategy as this would be really useful. Cost of generating data in genomics for rare disease is quite high for decent datasets of say >5000 Paients across say 10 diseases foe instance. Could be between 500 and 1000 per patient. It's the licensing of data sets or real time access per user multiple times that generates the value for shareholders and repeat revenue.

Great idea and would have legs but would be better suited to a built of DIM when standalone. IMHO. I think pandemic likely to have refocused efforts to a quicker win and this can be seen to be paying off and a 5 to 10 Yr infectious diseases supercycle will mean the hvivo arm and poolbeg spinout should do well and offer a good return to shareholders either with share price growth or downstream acquisition.

Flu challenge studies have been done since the 1930s. Now show me who is doing them for rsv, flu and coronaviruses for commercial contracts for testing pharma agents. Sgs used to but don't now. Almost certain some maybe being done in china, possibly without the standards of ethics need by big pharma. It is plainly ridiculous to imply that because they rent space they aren't sure of future revenue. Lots of companies rent space especially in London, no reason to have own facilities and the biocentre allows increasing lab space should a tenant need it to tailor growth. Most providers of challenge studies may not even have labs and sub contract. I think you a being deliberately mendacious on this. I work in a similar sized sme in clinical diagnostics and we rent space and we plan to be around for a very long time. I think you are trying to manufacture issues that don't exist for quite obvious reasons ??

I work in this field, non of those at qmb site are even in the same space. They won't be doing challenge studies in a month of blue moons. You are woefully misreading what these labs even do and you are on a massive reach to even compare but you carry on. The landscape is as I described and you chose to sow doubt from a position of non expertise, I am invested here because I am a clinical microbiology specialist with keen knowledge in immunology and subsequently feel I have a very strong understanding of oo position in the scheme of the market they operate. Each to their own and I did my own research. Others can chose their own path based on what I highlighted, invest or don't invest I have no further comments on this. Good day

Setting up a company with challenge studies for respiratory viruses from a standing start, which is what is being implied here would need

Knowledge and know how to screen many different versions of the respiratory viruses you wished to test for strains exhibiting the correct characteristics and are mild enough not to cause severe disease.

You would then need to manufacture said agent under good lab and manufacturing process for pharma.

You would need lab expertise in supporting lab capable of running often bespoke assays for detecting biomarkera and infectious biomarkers

You would need the go to contacts un the industry and years of relationship management nd track record of delivery to secure the contracts.

You would need the revenue generated to keep challenge agents relevant and develop new models for the vaccine/antiviral/etc market.

This means at least 3yrs work, maybe more

Ergo very large moat, not impenetrable for a really determined and well funded entity but the time factor will be key here. Supercycle in lifescience over next 5 years and any new player will miss the party IMHO.

Very happy with market exclusivity here at OO and it should translate to a good sale price vs a vanilla CRO when time comes.

Now sold out. Today's rns may not be end of world but I can see convertable loan's from largest shareholder being utilised to further tighten grip in run up to.lowball offer to take private. Might be wrong and it all goes grand for those holding, no longer happy with risk on this.

All part of the plan to take private at a cheap price. Have just around 10k share here and the maj shareholder taking it private just as we hit profitability is my biggest risk on my list of pros and cons on holding this share. I hadn't factored nefarious shenanigans might be used to do this.

Caposoka, I think the lps challenge is very specialised and not part of Open Orphans competency. The LPS challenge needs to be handled by experienced team as it is this component in bacteria that helps bacteria cause massive risk to life in severe sepsis ( an immune process very similar if not identical to severe flu) . We shouldn't worry that open orphan aren't involved, once this initial study is complete data can then be for with challenge studies with respiratory viruses which open orphan will.more than likely be contracted to conduct. The upside of the list challenge study is that it could raise some interest for polb001 in sepsis which could be a.bigger market than severe flu or covid. Given alongside antibiotics it could in theory prevent a lot of severe sepsis deaths or long term itu stays with sepsis.

Many Thanks!

Snapdragon chip in Oculus..... Meta hopes to push interactivity via metaverse applications - these may need more accurate tracking of eye position, gaze, pupilometry (is that a word??) will need acceleration to take load of main processor via a dedicated ASIC - who has one of these........????

Further Questions

Has the original intention of open orphan to build a genomic database to sell access to pharma specialised on rare diseases been quietly dropped as all focus seems to be on infectious diseases now with DiM.

And two for CF/JS for Poolbeg component of tonights meeting

Will POLB001 asset be effective for SARS CoV2 as well as severe Influenzae? Many of the inflammatory mechanisms in severe Covid and Influenzae are similar, they are also similar in many areas for bacterial sepsis - would this asset be useful in treating sepsis alongside more traditional antibiotics?

When will first additional asset be acquired - is this still likely before Xmas/end of 2021

*cant make this meeting - fat fingers!

Elrico, I can make this meeting - it would be great to maybe ask this question on my behalf

"Will DiM be focused on infectious diseases exclusively or is the genomic database around rare diseases being included in this spin out - it was one of my key interests for my original investment in Open Orphan and this seems to be sidelined since the Hvivo acquisition. Has the rare disease genomic database been quietly dropped?"

Interesting potential pipeline indicated in the document. It list 5 potential targets for development post ipo. Inhaled antiviral being one of them. Could Poolbeg acquire the full ownership of prep biopharm as part of the acquire, add value then divest route they will likely follow. Or do we feel prep biopharm will have enough to float as entity in own right?

80million dollar rev and 20million dollar profit on a quick google for news on reuters in 2014 at IPO (they raised 200mill as part of IPO)

https://twitter.com/conservbiosci/status/1351143606309019659?s=19

:-)

Any ideas which companies might be on the acquisition radar?

Would Rosslyn data technologies fit in at ideagen?

Anyone think that the proposed fundraise by Ideagen maybe means that RDT is being lined up by them - would it fit with their portfolio of recent take outs?

Prefer if this was 1 or 2 years down the line for me! Any views on what a take out price would be for RDT 7.5p 8p more?