Member Info for Timber1234

Email from Phil Marriage at ICR Healthcare who now handle Hvivo’s investor relations:

Good afternoon …….,

Thank you for your email. We have passed your feedback onto the Company.

In its FY 2025 results statement, the Company provided revenue guidance for 2026, which as is standard in the industry, was not limited to signed contracts. As the LOI for the ILiAD study was signed in January 2025, the Company expected revenues from a resulting contract to be realised during 2026 and therefore reflected this within its guidance. This was not included in the £30m orderbook figure reported at results, which has subsequently been significantly bolstered through the ILiAD and Traws Pharma contracts.

We are not able to provide further detail of the specific contribution of the ILiAD contract to 2026 revenue guidance, as the financial details around the contract are commercially sensitive.

hVIVO has reiterated its expectation of high single-digit revenue growth for 2026, weighted to H2. As always, should there be any materially change to expected performance, the Company will update the market accordingly. A half year trading update is expected around July, consistent with prior years.

Kind regards,

Phil

Yes. Very. Specifically:

‘So the researchers are planning trials where one person is vaccinated and then deliberately infected to see how their body copes.’

Email reveived today from Paul McManus, MD at Walbrook (HVivo investor relations):

Hi H****,

Mo Khan has not sold any of his shares. As you rightly point out, any share trading by a Director would need to be disclosed via RNS and the Directors of hVIVO take their disclosure obligations very seriously.

You'll note that in the Interim Results statement last month (22 Sept), Mo reminded investors that during the period both he and Stephen Pinkerton, Chief Financial Officer, purchased additional shares in the Company. He reiterated that they are confident in the continued growth prospects of the Group and their interests remain very much aligned with shareholders. Nothing has changed.

Kind regards,

Paul

Paul McManus

Managing Director

D: +44 (0)20 7933 8787 | M: +44 (0)7980 541 893 | Outlook-k5k3wkal.png

75 King William St, London, EC4N 7BE | www.walbrook…...com

Thanks. But can’t access without a premium account. Any chance you could copy and paste?

Share Talk article today

https://www.share-talk.com/hvo-polb-imm-avct-opti-5-junior-stocks-with-high-stakes-potential-in-2025/

Share Talk article today

https://www.share-talk.com/hvo-polb-imm-avct-opti-5-junior-stocks-with-high-stakes-potential-in-2025/

This is disruptive technology in the right sector. And I’m betting potentially industry changing. In for the ride!

One of the most intelligent and factually correct posts I’ve read on here for a very long time.

There are thousands of passive retail investors who have invested relatively small amounts in Hvivo on the back of a tip either in the mainstream media, the likes of Motley Fool or merely from a friend. As such, the most likely cause of the sell off of the last few days is the fact those retail investors are either not working this week, working from home this week or in the office with more time on their hands. Therefore, they have time to revisit their portfolios before the year end and are noticing holdings which have under preformed; and without bothering to research why or the establish the current health and potential of the company, they simply sell at a small loss. It is unlikely they carried out any meaningful research in the first place.

Thanks Barwick. Says it all really. Happy to be all in with both Hvivo and POLB.

Universal flu vaccine story also covered on BBC Radio 4 Today programs this morning. Hvivo may get the planned challenge study but, as you say Northsea, looking increasingly likely they will leave Seek in their wake. Still time for Seek to pull something out of the bag though!

Universal flu vaccine could counter future pandemic https://www.bbc.co.uk/news/health-63744643

I know this was posted on another thread but this is significant so here again for good measure.

URL link to share mag article please?

…..it also provided a great insight and detailed description of what Hvivo does and the strategy for growth.

I agree Moni.

If anyone reading this hasn’t yet watched the Capital Markets Day presentation, then I strongly suggest you do. It was a very well delivered and reassuring presentation. I thought all company representatives spoke well, particularly Mo and Andrew Catchpole. The new CFO, Stephen Pinkerton, was less eloquent but is clearly still getting to grips with the role - early days. All questions were fielded confidently and answered convincingly.

https://stream.brrmedia.co.uk/broadcast/634fba126815e65bb9fdc500/6357fd8098f6352ab0eba427

Nice timing for Allan Ranking!

Haven’t watched yet.

Link to the recording:

https://stream.brrmedia.co.uk/broadcast/634fba126815e65bb9fdc500/6368b5946f383550d47aea49

There are a few articles confirming Rankin bought 20,702,209 in one transaction - so why did it have no effect on the SP? In fact the SP fell.

Although CF is also chairman of POLB so I will be asking Jeremy to confirm CF’s on going commitment to both POLB and Hvivo. And, while we have an opportunity ask, if CF is still fully committed to the Hvivo spin offs.