Member Info for Scinv_temp

"Scinv_temp

Posts: 714

Price: 9.40

No Opinion

RE: Same oleToday 07:11
One more thing. My background is in science not finance. Buy in my amateur experience in the stock market the last 11 years or so, usually a loan is seen as a negative when out of necessity (and even then not always). When it is accompanied by a credible growth strategy, it is usually a positive in itself. Apart from providing liquidity to carry out the growth plan, a loan with good terms is alao seen as a vote of confidence."

While either start -> will either start

In 2021 we had at least two contracts starting the same year and few starting 2022, most of 22 contracts while either start in 2023 or go into 2023. In the latest rns, study starts end of 2023 and gooes into 2024. It could still be chance, imho it is a trend.

I didn't actually use the word "problem". What I said is if we wantto grow faster we need to increase capacity and that my preferred way to finance this is a loan.

Yet I wasn't the one suggesting companies book trials before the drugs are ready?

Lmao. No one books trials before the drug is 100% ready. Exactly no one

Moni, you are the usual paranoid. I'm not negative at all.

It is probably helping with larger contract sizes (attributed mostly to more people participating in the studies according to Mo in the recent interview), but it is not enough to run several of these larger studies in parallel if the demand is there.

45% increase in capacity when previous capacity wasn't that large anyway isn't demonstrating much imho. And contracts keep going further into the future, if it was just one or two then I wouldn't mention it, but it is a sustained trend

One more thing. My background is in science not finance. Buy in my amateur experience in the stock market the last 11 years or so, usually a loan is seen as a negative when out of necessity (and even then not always). When it is accompanied by a credible growth strategy, it is usually a positive in itself. Apart from providing liquidity to carry out the growth plan, a loan with good terms is alao seen as a vote of confidence.

On a side note, sad but true, the current economic climate probably favours even higher recruitment rates, which as I understand, wasn't an issue in the first place anyway.

*booking

2022 slots where booked in 2021, we alread started boooomg into 2024. Even if in theory there is still capacity it is probably fragmented (not enough free rooms for long enough to do a decent sized study).

"but think they need a more aggressive growth ambition…"

"They’ve just added an additional 20 beds, and based on what they did at Whitechapel can stand up a new site for sub £2mn (inc yr 1 rent), so have the funds to expand if required."

*shrug*

I would still prefer a loan and maintain a healthy cash reserve

Scalability. Contracts are also been pushed back into the future. Last one starts end of 2023 and is basically a 2024 contract. I would rather they get a loan and double capacity asap.

*accumulate

S76, I'm actually happy about that, gives me time to accumulate further and if the lemmings who relised they are geniouses during covid when buying a co that does home delivery of stale dog cr*p keep on buying polb shares, then I'll be able to accumulated a bit more by selling the few 1000s shares that were allocated.

HVO is CRO, so a services company. These tend to be less exciting for PIs than companies that are discovery driven and tend to have binary outcomes. I think smart money will come to HVO though as long as they keep demonstrating growth and ability to scale.

Sod it

www.

*************interviews

.com/hvivo-chairman-cathal-friel-shares-his-thoughts-on-13.6m-contract/4121090045