Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
Edit - apologies, it is nasal.
CoviVac is the Russian covid vaccine, as far as I'm aware its administered by needle. It does look lke there are some competitors for the universal flu vaccine that offer a nasal approach.
I found Vaxart from Biondvax's 2019 Annual Report; competitor analysis on pg 45. Have a look at the other companies, none of them are phase 3 ready.
https://www.sec.gov/Archives/edgar/data/1611747/000121390020014759/f20f2019_biondvaxpharma.htm
Vaxart is a Nasdaq listed vaccine company with a similar (but not as advanced) pipeline as ConserV Biosciences although their sex appeal is an oral vaccine vs needle. Their pipeline is as follows:
Phase 3
None
Phase 2
’Seasonal’ Influenza
Phase 1
COVID-19
Pre-Clinical
Universal Influenza (collaboration with Janssen)
Seasonal Influenza
RSV
NASDAQ Market Cap: $769 MILLION
ConservBio Pipeline is as follows:
Phase 3
Influenze (Flu-V)
Phase 2
Mosquito (AGS-V)
HIV (HIV-V)
Pre-Clinical
Chagas
Rotavirus
Hep C
Hep B
Coronavirus
Market Cap: UNKNOWN
For the craic, we’ll copy the $769m market cap and take 49% (Orph ownership of Imutex) leaving us with $376.8m = 269.45m Pounds
269.45 / 669m (approx circulating shares) = 40p DIVIDEND PER SHARE. Even if Orphs cut is worth 24.5% of ConserveBio MC, that's still 20p dividend per share.
And this is only one of Orphs side hustles, omitting our CORE BUSINESS. Have a nice weekend!
No way? Does this mean we're about to go State Side or is the website just showing Orph now?
Hi all, is there a telegram worth joining by any chance? Cheers
I think the covid testing machine was for a quick buck but primarily for screening patients they knew would eventually arrive for the future challenge trials. What else is hidden under our noses!
"Most of the researchers don’t anticipate consumers being able to turn on a virus-detection feature on their wearable just yet. Before taking such a step, all of them are conducting further studies designed to refine the systems, including work to reduce the rate of false-positives, which happen when a tool falsely flags a healthy person as sick. And of course, many people do not have access to a wearable, some of which cost upward of $400."
Does anyone know someone who can help????
https://www.statnews.com/2020/12/14/oura-apple-watch-covid-wearables/?utm_campaign=2021_GL_LI_SLTThoughtLeadership&utm_content=154877727&utm_medium=social&utm_source=linkedin&hss_channel=lcp-3588939
That's the big question! Adrian Wildfire and his team (CHIMAgents) recently moved from SGS to Open Orphan/Hvivo. Open Orphan now has the expertise as well as the COVID Challenge Model but it looks like SGS now has the facility, maybe a collaboration but who knows. The UK Government might want this all to be kept within the UK but if the facility is there, I'd be surprised if there wasn't some sort of collaboration. The only other negative pressure unit is in the US and there was talks about one being built in Australia.
Edit - the facility has 110 beds in total with 45 in the quarantine unit.
Cathal mentioned somewhere, a possible 100 bed new facility. This will cover RSV, Flu, etc Challenge Trials but what about COVID? The demand for COVID specific Challenge Trials is huge so where is there a negative pressure unit?
This is possibly the answer - SGS in collaboration with University of Antwerp have moved and are building a new "110" bed facility in 2021. https://www.sgs.be/en/news/2020/11/cpu-move
Great stuff VanVan cheers! Would love to go for a few pints with Cathal after reading that, laid back as can be
Raglan Road Capital (Raglan Capital) (aka Cathal is the Founder and Managing Director) : £6.5million
Cathal Friel: £7.4million
Pamela Iver (Cathal Friel's wife): £4.5million
Total within the Friel household (that we know of and of that link is up to date) : £18.4 million skin in the game baby
Is Eskers, Cathal's secret twitter account??? Phenomenal research as always! Thanks mate
Absolutely Chas, I work in Clinical trials and the amount of other trials being pushed out is scary. The other side to it, is the concept of decentralized clinical trials that is accelerating and taking over from traditional approaches. Add the challenge trials to this and the space will be transformed for good.
Not only did Adrian Wildfire leave SGS and join Open Orphan/Hvivo, a number of other high ranking SGS ex-employees also followed suit. All of them heavily involved in challenge study research.
- Bruno Speder, VP, Regulatory Affairs & Consultancy Services at hVIVO - previously Head Clinical Regulatory Affairs at SGS
- Robin Rogiers, Specialist Research Physician at hVIVO - previously Research Investigator (PI - 'Efficacy of MVA-NP+M1 in the Influenza H3N2 Human Challenge Model' Trial) at SGS
https://www.sgs.com/en/events/2020/04/webinar-covid-19-human-challenge-trials
I still can't get my head around how SGS would allow this. hVivo have strong contacts and relationships with Sarah Gilbert, John Oxford and Adrian Hill - Hvivo more likely to get approval than SGS perhaps? Just speculation but interesting all the same.
Got a notification on LinkedIn that Cathal is attending the 'Future Healthcare in the wake of Covid-19' on the 2nd Feb. Hopefully a few more interviews are being scheduled!
'Innovations in community/primary care and diagnostics plus vaccine rollout
Investnet presents:
Virtual Summit - Future Healthcare in the wake of Covid-19
Tuesday February 2nd 14:00-17:00 (GMT)
Pricing: €99
Session 1: The importance of International standards and Innovation in vaccine rollout
Session 2: Innovations in community/primary care and diagnostics
Speakers include:
Onisis Stefas, PharmD, Vice President and Chief Pharmacy Officer, Northwell Health
John Swords, Director, Health Business Services, HSE
Elaine Brennan, Northwell Health, Exec. Director & Chief Commercialization Officer (US)
Brendan Casey, CEO & co-founder, Swiftqueue
Prof. Aine Carroll, Professor of Healthcare Integration and Improvement, UCD
Siobhain Duggan, Director of Innovation and Healthcare, GS1 Ireland
Tanya Mulcahy, National manager, Health Innovation Hub
More speakers to be announced
This year has seen a huge surge in innovation in the area of community/primary care & diagnostics. The end of hospital centric healthcare has long been predicted and a lot of the positive changes this year have been embraced by the end user. These changes have had the most positive impact putting the patient at the centre of their own care. This event will be hearing from Irish and international decision makers from the healthcare system getting their insights into what future healthcare will look like in the wake of Covid-19. The target audience for this event are the innovators, policy makers and Irish and International stakeholders.'
Apologies, yes SGS!
I remember there was discussion here before that it was very strange of SNG to lose Adrian and his team to the competitor. This was followed up with a theory that it could be a way for SNG to send out a team to prep Orph for buyout down the line. Might or might not explain the current set-up Earache
Another potential opportunity for Cathal and Open Orphan.
"This announcement reflects the Company’s commitment to accelerating its infectious disease portfolio based on Moderna’s experience with its COVID-19 vaccine. The development programs announced today are mRNA vaccine candidates against seasonal flu, HIV and the Nipah virus. Moderna also announced an expansion of its respiratory syncytial virus (RSV) vaccine program into older adults."
https://investors.modernatx.com/news-releases/news-release-details/moderna-provides-business-update-and-announces-three-new
CHIMAgents.... SGS secret agents going out and infiltrating potential opportunities, prepping them for takeover!
Meanwhile CF is adamant the share price doesn't take off into space. Why? Some sort of pre-acquisition agreement? Keeping Orphs market cap down so SGS don't have to fork out huge cash for buying it and instead, give SGS shares to Orph holders instead?
Anyone familiar with acquisition insights, would love to hear from you as I've a clinical background.