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@Oasis2000, Mr Huston is also a Director of PepTcell which is now known as Seek.
The thing that really interested me was the link below. It lists ConservBiosence and the website is linked to Seek. That for me is the confirmation that its all linked and going ahead as a SPAC rather than being bought / divi.
https://suite.endole.co.uk/insight/company/12930143-conserv-bioscience-limited
I expect everything to be revealed in the coming weeks, been a long wait, but ultimately shall be a rewarded for our patience.
Another question I have is on their Linkedin they have 8 vaccines in pre-clinical & clinical development, yet on their website they have 9.. So which is it? Either way its a massive derisk as the vaccines get developed to have this many.
Everything looks to be aligning for Imutex to be listed in ConserV Bioscience
Kimbell Duncan listed as a director alongside Richard John Huston for ConserV Bioscience.
Kimbell is listed as a Director of Imutex alongside Cathal, Professor Brendan Buckley and Gregory Stoloff:
https://imutex.com/index.php/leadership/
Huston is a Director of PepTcell limited. SEEK was formerly known as PepTcell.
On the company information pages, ConserV have their registered address to 25 Walbrook building.. (Ring any bells?). Then the website they have listed is SEEKACURE.COM which is SEEK.
Now the Conser website was made very recently and have just started popping up on social media with "collaboration news soon".
Conserv, read this carefully... Flu-v and AGS-V anyone? ;) :
We currently have nine vaccines at various stages of pre-clinical and clinical development, including the first Phase 3-ready broad-spectrum flu vaccine (Pleguezuelos et al, 2020) and two Phase 2-ready vaccines targeting HIV (Boffito et al, 2013) and mosquito-borne disease (Manning et al, 2020). Our pipeline includes vaccine candidates for rotavirus, hepatitis C, hepatitis B, Chagas disease, RSV, and a vaccine which is designed to protect against all four genera of coronaviruses. We have two ongoing collaborations to develop mRNA-encoded vaccine formulations to complement our peptide-direct delivery formulations.
We have 167 granted patents with 21 patent applications pending and four applications ready for submission.
Looking very promising this, everything is aligning perfectly. While its not guaranteed, it looks very close to Imutex being done!
One thing I'll say here is that last year Orph was the best performing share in my portfolio by some distance. Other shares had quick big rises, but also fell just as quickly. Some of the rainbow chasing stocks went up, others were hyped and ended down, whilst Orph was offloading sellers then it rerated without any major spikes.
When you look at what Orph has to offer going forward, everyone should see this as one of the safest shares in their portfolio.
Imutex + Prep will now be in the highest demand than they ever have previously been. The inital plan was to sell it off, but now market conditions have changed considerably, the best option is to list it. Of course that means its been delayed, but it will be worth it. And either of them could aguably support the current market cap in itself, once the USA market gets a hold of it, you just have to look at how other shares perform, and you know how we'll end up.
Wearables are completely changing now from being a fitness watch to a health watch. We have many different data sets, while Covid will be the big one, the others will still be in demand. So when Cathal says the data is worth more than what the company is worth, and talking to 10 wearables + how much we know data is worth, this is a huge derisking factor in itself.
Turned the business from loss making and 85% empty facilities to fully booked for the next 18 months, and getting renewals with major pharma companies on the new deal structure. Absoutely transformational for the business.
Right now people are seeing we are loss making in the financials, but once we release the next financials, that gets transformed, and we get a whole new wave of investors enter seeing a healthy profitable company in a sector that is in huge demand now.
Then things like China, and other countries, Aus (Melb) setting up facilities what looks like we'll be going internationally with JV's. How much would the China Gov pay? Well a very large sum of money as Cathal said.
We're a prime takeover candidate for SGS too, and Wildfire is developing many more challenge studies that only adds more diversity to our model. Pharma pays to develop it, then we charge them to run the study, win win.
Hes delivered on every single thing hes promised so far (imutex close), and it just requires patience our end. We've been so lucky hes a guy who is happy to do lots of interviews for us shareholders as a lot of companies out there leave investors completely in the dark.
Trust the process and have conviction in your holding. If you can be swayed into selling with anyone posting online you need to research the company again and realise what we're sitting on.
Believe we attracted a lot of day traders today. The technicals were (and still is) looking incredible. We were at the bottom of a strong support line, and are approaching the end of a symmetrical triangle (similar to a pennant) which was looking good for a breakout. Then importantly we have also had a Gartley harmonic that has formed since Nov (which is bullish, shy of point C marginally but is still completely valid). We're oversold on the Stoch too, MACD, RSI etc all cool and have plenty of room on the upside. Only negative is we are currently in a small downtrend channel but only require just over 24p to break out of that. So multiple technicals will have attracted the traders today.
If we had more buying volume at the 23.5-24 levels we would have fully broken out, but volume dried up once we were at 23.75 mid price, and thats when they took their profits and we retraced a tad.
Real shame as looked so strong this morning, but as Indiscipline said, it wont take much to get this going upwards again quickly. May take a couple of further attempts and could even happen before the end of the year, but will rerate once news lands regardless.
Also important to note that institutions will have taken stake out recently so they can hit their yearly bonuses. Suspect many will return in Jan, so just have to treat the next week as bargain basement prices.
Hope everyone has a fantastic Christmas, and hopefully Cathal's move to London in the new year with his family will pay dividends.
Also in regards to ethical approval for the challenge studies, just look at the names like Gates foundation who are on the panel to WHO. They're very pro vaccines particularly for third world countries and understand the bigger picture. Right now the most powerful countries in the world are snapping up all the vaccine supply, and leaving the poorer countries who are arguably the most vulnerable with the worst healthcare system to have no vaccine supply. Along with that UK Gov document today + the data that 1daysooner published with the risk being as low as 3.1 per 100,000, with a 99.85% chance of no fatalities. Pretty good odds imo.
Just look at a headline yesterday:
"Trump to sign coronavirus vaccine executive order prioritizing Americans over foreign nations"
Would be surprised if there was an RNS tomorrow. But sometimes us investors have to take a step back and look at the bigger picture. Simply look at the 1 year chart, consolidates, rises, consolidates, rises. Right now we're up 356% in the last year which is incredible. Doubt many stocks have been slow and steady as this with such large returns. Certainly beats bank interest rates.
Great thing here is theres so many transformational shots on goal here compared to what we had this time last year, just patience is required.
Its sentences like this that just show why we're needed so badly:
If disease transmission rates are low, the only way that next the wave of vaccines could be ‘immuno-bridged’ to first generation licensed vaccines quickly will be through human challenge studies. The option for large-scale field efficacy studies simply may not exist. Building this world leading, ambitious capability now will enable the UK to optimise and prioritise future pandemic vaccines, generating long term value and pandemic preparedness for the UK for SARS-CoV-2 and beyond - a valuable legacy for the UK.
Really great read regarding challenge studies from the UK Gov
https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/941815/VTF_Interim_report_-_5th_publication.pdf
Chart looking good, on the 1hour support line here. In range of an ascending triangle on the daily. MACD crossed lines and Stoch come out of oversold on the 1hour...
Given all the transformational newsflow that could land any day now and the webinar next week, it looks like this could be the low and maybe last chance to get in. Possibility of 1p lower worst case but cant see any lower than that.
Have taken another top up earlier today.
Honestly think right now is a better investment at 23p compared to last year at 6p. GLA.
4.83m* Clearly cant do math
Another 3.96m just gone through at 122p so £483k
Auction went mental. 3.9m was listed at 122. 130k was wanted at 152p.
Never seen an auction like it. News due?!?
528k trade just gone through at £610k at 115.5.
Looks like a worked trade today.. Been able to sell at 115 mostly and getting quoted to buy at 115.5... Spread is wrong atm though as buys showing as sells.
Just remember that BAMS can take a significant chunk of the UK capacity.
Current capacity is 500k a day, and the Gov said in Dec there'll be 3m tests a day, and for 6m next year.. One would ask, how do you scale up so much by a further 2.5m?
BAMS can run on existing hospital equipment that is currently unused.
1k tests a day PER machine.
1257 hospitals in the UK.
Do the math, even just a fraction of that adds a significant testing capacity to the UK.
Imo BAMS is the dark horse here and is going to be huge.
@Arty12 there is an NDA in place, listen to the webinar David Wilson did about 2 weeks ago. Clearly states they're working very closely with the Government and the Gov want a sovereign supply of tests from them.
In all, several shots on goal, LFD, BAMS and cancer side all due within next 6 weeks which just a single one will be absolutely transformational for the share price.
@DaAaronizer , Mass spec can be used on existing equipment such as those in hospitals etc. No need for specialist machines so the market is absolutely massive. IMO BAMS will be massive as it can be adopted globally, and being with our partner, we'll get into USA easily.
Al believes it will be gold standard, so no reason why this won't be the #1 test globally with the sheer ease of rollout
Yes, quite a few of us who used to post on LSE last year are in there, research / chat about it. Would suggest muting the chat at times as it can be busy. Remove the spaces below and should be able to join:
https://t.
me/joinchat/
HkgNOBsQH1ZuELB5k9fr2g
The genomic health database was the main reason I invested into Orph last year long before all their acquisitions of Hvivo etc.
I have the value down as significant. Each Orphan drug costs approx $150k a year compared to just $33k for a non Orphan drug.
Now here's where it gets juicy.. There are over 7,000 rare diseases in America, and those effect over 30 million Americans... So thats just the USA population.
Lets say thats an average of 4,000 people who have each rare disease. If a pharma company can develop just one drug with the help of our pre clinical and clinical evaluation, then they could generate $150k x 4000 = $600m PER YEAR. And thats just for USA.
Chief Commercial Officer Maurice Treacy a couple of years back said that each patient record is worth 5,000. Unsure if £ or $, but still significant either way. We know we have over 25,000 patient records so far...
So 25k x $5,000..
Now ask yourselves how much pharma companies would be willing to pay for our database.. A very large sum, and how many pharma companies would pay us a subscription. Also worth noting in an interview also by Maurice, he said that there would be a possibility for royalties.
Won't be selling a single share here until this database is monetised, and the covid studies are just the cream on top. Personally believe that we will get bought out eventually, the database is simply so valuable, it is worth it for a pharma company to buy us out and then stop their competitors from developing a drug to rival theirs.
As always, https://**************HkgNOBsQH1ZuELB5k9fr2g feel free to join the telegram group where theres 350 members, all about Orph and some great research in there.
All the best, and keep safe!
No, he said UK manufacturing. But we know from Alastair and David Wilson in the couple of webinars they did within the past couple of weeks that they are in advanced talks with 2 other UK manufacturers. So given we already have 2 and could get a further 2, thats 4 of UKs capacity.
Just have to join the dots and hold your shares and dont sell them cheaply! Every week we're hearing about identifying "infectious people" rather than those who have the virus and arent contagious.. Avacta we know are going after that. "UK manufacturing" we know we have BBI / Abingdon and in advanced talks with 2 other UK manufacturers (ODX and Ciga?). "Holy grail" - Both Gov and Avacta said that before.
"exploit the medical and technical advances of the immediate prospect of many millions of cheap, reliable rapid turnaround tests again, with the results in minutes.. These tests identify people who are infectious who dont have symptons... allowing those who arent infectious can carry on as normal... Over the next few days and weeks we plan a steady but massive expansion in the deployment of these quick turnaround tests which we will be manufacturing in this country."
Its coming... "over the next few days and weeks"
In response to the chart earlier, yes its very bullish and a very good indicator for an upwards movement with plenty of room for movement. Basically moving averages which a lot of investors will look for entry into the shares to confirm, along with what we know with the news due its a very strong buy with the chart backing it up.