RE: How might a vaccine be accelerated13 Aug 2020 19:47
Also , if you know of anyone working on universal vaccines for, for instance, flu or mosquito borne viruses...let me know. Don’t hide your light under a bushel or be selfish about it...
We are all a little frustrated with the markets12 Aug 2020 19:06
Reaction to successive RNS’s of a positive nature. The fact is, IMHO, there will be a game changing RNS in the next six WEEKS And then we can all relax....
what i mean is nefarious behavior, to take the only company in the world with 8 challenge trials including covid off the public market place. i dare say big pharma has done (a lot) worse
The only reason big pharma would buy it would be to have it in house....what a competitive advantage. Screw their competitors and they are perfectly capable of doing this.
RE: Orph have 10 x more value to a cro.11 Aug 2020 11:26
i am putting my money on ICON as the acquiror. Prof Buckley sold them a specialist CRO , Firecrest, some years ago and then worked with them in the c-suite....simples
There are lots of reasons for my optimism11 Aug 2020 09:56
For example, in an interview around this weeks news, Cathal mentioned that the customer, one of the worlds top three pharmaceutical companies, came looking for hVivo. That kinda says a lot.
Orph have 10 x more value to a cro.11 Aug 2020 09:43
They sell services to big pharma who compete.
So a cro will pay c. 300 m for orph base business based on a secure projection of 100 million annual revenue.
Imutex will be sold for c. 500 with our share at 248 so I’m putting a value of c. 550 on the business at disposal. C. 82 pence a share. And do you know what. I’m very happy wiry that....