Member Info for RustyJames

Hvivo is trading like a crypto currently..Mo gets a D- for his performance

Fundamentals are out the window.

The madman is causing chaos.

Middle east aside what has Cuba done to the US in the last 60+ years.Can you imagine what the West would say if China imposed a fuel ban on Taiwan.

So Iliad are tied to Hvivo to get it done.

A competitor would have to start from scratch with a "Characterization Study" to prove to regulators (like the FDA or MHRA) that their specific strain of B. pertussis is safe, predictable, and effective at inducing the disease in humans.

This is why hVIVO has such a massive moat for this ILiAD contract:

Dose-Finding (6–12 months): A new company has to test various "titrations" (strengths) of the bacteria on small groups of volunteers to find the exact dose that causes colonization without making people dangerously ill.

GMP Manufacturing (6–12 months): They must manufacture the "challenge agent" (the bacteria) under Good Manufacturing Practice (GMP) standards, which requires specialized facilities and rigorous stability testing to ensure it doesn't change over time.

Regulatory Review: Each of these steps requires its own clinical trial application and safety data review before a "Pivotal" Phase 3 could even be discussed.

For ILiAD, waiting 2 years for a competitor to build a model would destroy their 2027 goal and burn through their $115 million in "lights-on" costs. They are effectively tethered to hVIVO for this trial.

And yet institutions are still dumping.

If the Iliad contract is £15 million the market will he disappointed.

Mo the CEO said it would be Hvivo's largest contract ever.

15 mil -10-12p

20 mil 12-15p

25 mil 15-18p

They're my #'s

Those target are utter BS..

12p is probably the best anyone can hope for..

Stock futures rallied but look at the bond market, they ain't buying it!

Trump is talking bs..Iran foreign ministry says no direct talks..

I bet his inner circle made alot of money in the rally!

Its just bad management!

They've lost the trust of shareholders to deliver contracts.

Hvivo's share price collapsed long before Iran.

Its a goddamn shame whats happened to Hvivo.

No one knows what the hell is going on.

Unfortunately Hvivo's performance long term has been disastrous..

Ok that's it im done with the negativity..

what amazes me is ****e like poolbeg is basically flat today and hvivo is down 6%.

Neon it hasn't even started yet..

Oil over 100 means recession is on the horizon..

The only winner here is Putin!

Blackrhino . . If Hvivo was signing contracts I'd agree with you wholeheartedly.

Bottom line in situations like this everything gets hammered and the good (well funded) companies will bounce eventually.

No he can't pull a TACO here...IRAN is fighting for survival and its now in their best interest to keep to conflict going and make it a regional war..

I see the pentagon are now looking for another 200 billion,that to me means they're in for the long haul..🙄..The American Oligarchs might have to foot that bill..

Makes no difference now..Trump's war has changed everything..Any rally in the event of a contract will be sold into..

It's been basically 1 1/4 years since the LOI was announced.

Mo said it was (is) going to be Hvivo's biggest contract ever,then again he also said mid 2025 that customer proposals (aka orderbook) were up on 2024 and nothing has materialised on that front.

Mo's credibility is on the line and the maker has (is) voting with its feet.(Trump,war or not!)

Yeah,I'm actually beginning to worry that the Iliad contract is already priced in(if its only £15 million).

Annoying..

Was looking at a documentary over the weekend saying that India and China are the future of drug discovery based on patents.

Iliad need to be ironing out this contract soon,they're already behind on their timescale.