Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Adam French, director of laboratory operations, explains….
“LIMS systems are amazing tools and allow us to track samples and have instant access to the data. Back-end reporting tools are also critical for us, being able to feed into stats and having that data much sooner. Whereas, with the classic paper records there can be a gap of up to six weeks while you wait for that data to be usable and interpretable,’ stated French. ‘We take multiple samples each day for each subject, so all of that data needs to be put together each day and the graphs need to be produced.
‘For anyone working on anything to do with a covid vaccine, there is also that added pressure of getting that data out as quickly as possible, getting these vaccines ready faster than before,’ said French.
https://www.scientific-computing.com/feature/lims-drives-use-services-combat-covid-19
Interesting article on development of vaccines & treatments (utilising CHIM’s) for a range of tropical diseases – written by Adrian Wildfire and Bruno Speder at hVIVO.
https://www.linkedin.com/in/bruno-speder-8819697/
See pages 42 – 45.
https://issuu.com/mark123/docs/2021-jcs-1-february-web_compressed
This work links in strongly with the Hic-Vac & Wellcome Trust partnership, in the potential consulting & licensing of CHIM’s in LMIC’s, plus supplying these countries with challenge agents.
https://www.londonstockexchange.com/news-article/ORPH/collaboration-with-hic-vac-and-wellcome-trust/14761432
https://wellcome.org/grant-funding/guidance/low-and-middle-income-countries
ORPH – ‘the gift that keeps on giving’.
ExT – no problem.
Thanks for all of your post’s too…I think you’ve put me onto my biggest & most significant ORPH find yet…time will tell? ;->
Sina.com in China - 100 million registered users
http://finance.sina.com.cn/jjxw/2021-02-24/doc-ikftssap8445200.shtml
Human challenge trials to assess the efficacy of currently approved COVID-19 vaccines against SARS-CoV-2 variants
‘We are proposing the use of HCTs to rapidly evaluate the efficacy of currently approved COVID-19 vaccines against SARS-CoV-2 variants, including B.1.1.7 (UK), B.1.351 (South Africa) and B.1.1.248 (Brazil)….
…. The final decision could be made based on the results from the UK HCT, which will begin within a month….
…..Therefore, the main proposal here is that the HCT can shorten the time for evaluating the protection rate of a previously approved vaccine against a SARS-CoV-2 variant. If the approved vaccines are still effective, the public's concerns can be allayed. If they become ineffective against these variants, new vaccines can be quickly designed and evaluated with COVID-19 HCTs, finally resulting in the approval and production of an effective and safe “updated” vaccine long before the next, potentially more virulent, SARS-CoV-2 variant spreads around the world.’
As pointed out by Drs. Plotkin and Caplan, "extraordinary diseases require extraordinary solutions"
https://www.tandfonline.com/doi/full/10.1080/22221751.2021.1896956
Note the research was funded by the Chinese State’s National Natural Science Foundation:
‘The National Natural Science Fund is China’s largest fund for supporting basic research and applied research in natural sciences, particularly in the fields of physics and mathematics; chemistry; life sciences; earth sciences; engineering and materials; information sciences; and management sciences.
The Fund is administered by the Natural Science Foundation of China (“NSFC”), which was founded in 1986 under the State Council, and now under the supervision of MOST. The NSFC, which has a strong reputation of fairness and rigor in the management of scientific projects and grants, is responsible for directing, coordinating and making effective use of the National Natural Science Fund while stimulating free exploration, identifying and fostering scientific talents and teams, and promoting science and technology development in line with the country’s strategies and needs’.
http://chinainnovationfunding.eu/national-natural-science-fund/
Sound’s like China may be on the cusp of participating in Covid CHIM’s, once hVIVO have started the initial UK study.
No doubt more large contracts incoming for ORPH – I’m sure Cathal did say £30-40 million per Chinese Covid CHIM!
GLA LTH’s
https://twitter.com/Jigger93609885/status/1364125969892671488
GVIRF Live Vaccine & Research Forum live, just starting now if anyone’s interested, please see link below:
https://gvirf.org/
Main workshop for CHIM’s is on Tuesday \ Wednesday.
https://gvirf.org/wp-content/uploads/2021/02/GVIRF-2021-Detailed-Agenda-4.pdf
Enjoy!
Q. Have any of the strong company fundamentals and positive outlook changed today?
A. No
Just a ‘storm in a teacup’.
Looking forward to CF’s presentation tonight.
GLA LTH’s
Nicholas Noulin is a new name for me from hVIVO and features in a recent article below:
https://www.world-today-news.com/an-unprecedented-study-volunteers-will-be-inoculated-with-the-virus/
His linkedin profile describes him as Director of Science at the company and he seems to ‘know his onions’:
https://www.linkedin.com/in/nicolas-noulin-9a12b029/detail/recent-activity/
Interesting to see that Mr Noulin has recently ‘celebrated’ a link to PhD-turned-VC investor Diana Torgerson (seemed to be an odd post when compared to all his other ORPH\pharma related posts).
Ms Torgerson is a Venture Investor with Novo Holdings who specialise in investing in Life Science companies and the CEO, Kasmin Kutey, has recently stated that:
“A key component of the Novo Holdings strategy is to substantially increase our investing in Life Science companies”
https://www.novoholdings.dk/investments/
It may just be a coincidence, but Novo would seem to be a perfect strategic investor for ORPH (a subject Cathal mentioned on his most recent presentation).
Following the ethical approvals last week, the investment case for ORPH has been massively derisked and opened up a huge pipeline of multi million £ contracts.
Couple this with the strengthening share price and increased market cap (even in the face of some Invesco selling and weaker shareholders taking profit – creating a limited window of opportunity to buy more shares), I strongly suspect there are a number of large institutional investors looking very closely at ORPH now, as any ‘risk’ element has effectively disappeared.
Additionally, it would not surprise me at all, if ORPH became a takeover target in the short to medium term. ORPH’s growing profile, global partners and unique services in a hot sector, would be a significant prize to a number of large global CRO’s.
Either way, I anticipate the share price will continue to re rate further in the near future. On a risk reward basis, buying shares in this underrated but high growth company, just seems like a ‘no brainer’ to me.
IMHO
GLA LTH’s
Human Infection Studies: Considerations on manufacturing of challenge agents-viruses (SARS-CoV-2/COVID-19) and parasites
A Joint Wellcome Trust/HIC-Vac, hVIVO and IABS webinar March 31, 2021
(Credit to Slim Shady)
As Cathal has previously stated - ‘we don’t do anything for free’.
I think we can foresee yet another series of future lucrative recurring revenue streams being created via LMIC’s i.e. in the consulting & licensing of human challenge studies, as well as the supply of CHIM agents in the short to long term.
How many potential LMIC CHIM countries are there - have a look at the link below! :
https://wellcome.org/grant-funding/guidance/low-and-middle-income-countries
GLA LTH’s
World-first COVID-19 challenge study to begin in UK
"Most of our volunteers have full time jobs, so it's payment for their time, the inconvenience to spend two weeks in a quarantine unit," Open Orphan CEO Cathal Friel told CGTN.
https://newseu.cgtn.com/news/2021-02-20/World-first-COVID-19-challenge-study-to-begin-in-UK-XZAWnFpsGY/index.html
Interesting to see Cathal speaking directly with CGTN, who have a massive 150 million worldwide audience and are run by the Chinese State.
https://www.cgtn.com/about-us
https://twitter.com/Jigger93609885/status/1362111395098202115
https://twitter.com/Jigger93609885/status/1362043712923201536
Just a quick update & refresher (following today’s significant RNS & global news flow), for any new researchers & investors who may be interested:
A few key reasons to invest in ORPH, as follows:
- A pioneering global leader in testing vaccines via Controlled Human Infection Models (CHIMs) & the first (only) company in the world, able to deliver Covid CHIM studies
- $1 Billion market cap target stated by the CEO (who delivers what he says)
- Ethics & Regulatory approval granted for UK Covid CHIM’s (170221) – subsequently derisking a large pipeline of multi million £ contracts in the short to long term
- International consortium lead to assist Low & Middle Income Countries in implementing CHIM’s via The Wellcome Trust, creating potential additional multiple significant recurring high revenue streams to large population LMIC’s
- New ‘Disease in Motion’ platform with potential current market cap valuation of ~£200 million
- New Whitechapel Quarantine Clinic opened Feb’21 with expanded 19 bed capacity
- Enqs ongoing to locate a 4th clinic with potential 100+ bed capacity
- Potential huge Covid CHIM’s licensing deals or studies with the Chinese State
- Potential expansion of lab facilities with UK Gov, to cope with anticipated on going demand
- Near term large special dividends due from monetisation of Imutex, PrepBiopharm and Influenza Immune Modulator
- Confirmed ~£46 million contract for Covid CHIM’s with UK Government
- Multiple global vaccine co’s queuing up for future Covid CHIM slots ~£10-15 million per contract
- Non Covid CHIM’s fully booked for next 18 months, ~£5 million plus per contract
- Huge & recurring future anticipated revenues from both Covid & Non Covid services
- Excellent CEO Cathal Friel and his team, who deliver on what they say they will do
- CEO with ‘skin in the game’, investing £2.5 million of his own cash (large % holder)
- Low risk ‘picks and shovel’ company, with a ‘large moat’ in a niche & hot sector
- Regular anticipated future annual normal dividends from surplus cash
- Multiple valuable assets i.e. 24 bed London clinic & lab, 8x challenge studies etc
- Cash generating & profitable (~£20 million cash), within a growing global market
- Commitment to no future placings from CEO, who is ‘locked in’ until mid 2022
- Future new CHIMagents challenge studies i.e.malaria, bacterial infections & Pneumococcus
- Future strategic Global Licensing Expansion of a full vaccine & antiviral services company
- Probable future takeover bid from large pharma service’s company
- Low market cap, relative to likely future revenues, assets and high growth prospects
For further research, any new investors may wish to view some video presentations, from our CEO Cathal Friel, as per link below:
https://www.openorphan.com/news-and-media/video-library
Additionally, there are numerous posts from knowledgeable and experienced investors on this board, with assoc
CF just bumped the Covid CHIM contracts up to £10, 12 or 15 million each (it's inflation!) : )
UK Gov Press Release
World's first coronavirus Human Challenge study receives ethics approval in the UK
‘The UK will be the first country in the world to run a Covid-19 human challenge study, following approval from the UK’s clinical trials ethics body….’
https://www.gov.uk/government/news/worlds-first-coronavirus-human-challenge-study-receives-ethics-approval-in-the-uk
Great endorsement from UK Gov & the long term outlook for this industry, with ORPH at the front and centre.
Incredible achievement for a relatively small & hugely undervalued UK CRO company.
GLA LTH’s
BBD – ‘Facts do not cease to exist because they are ignored’.
In your case, I think the rules are simple: you lie to us, we know you’re lying, you know we know you’re lying, but you keep lying to us, and we keep pretending to listen to you.
Hope you have a good day.
BBD –thank you for your questions. This allows me to answer you and provide some key facts\evidence to invest in ORPH.
Without the opportunity you have given me, some new researchers to ORPH, may receive some inaccurate and under researched information.
Please see below ref the points you’ve raised:
1. The location listed on the link is:
hVIVO Services Ltd, QMB Bioenterprise building London & sponsored by Imperial Collage, London.
It also states ‘Volunteers asked to register details on a SARS-CoV-2 specific web page UKcovidchallenge.com.‘ – which is clearly the ORPH website.
I’m not sure why you think it is in the US?
2. The subsequent regulatory approval for recruits that you refer to relates to the ‘full study’ i.e. following the initial ethics approval’s and first stages.
Ethics approval is a multi stage process. We are in stage one - please see below:-
'Stages of Research
A human infection vaccine challenge study for COVID-19 would consist of several stages. The first part is to screen volunteers to select people who meet the specific criteria set out in the study protocol...
....Each of these phases will need a favourable ethics opinion before it can proceed.'
https://www.hra.nhs.uk/about-us/news-updates/covid-19-human-infection-challenge-vaccine-studies/
The first stage has been ethically approved and started on 050221:
https://clinicaltrials.gov/ct2/show/NCT04740320?term=Hvivo&draw=3&rank=1
3. You state “It doesn't seem reasonable to ask others to provide proof of the absence of approval, we can assume it is absent until proved otherwise”
I have just proved it with evidence & links for you. If you wish to assert or suggest otherwise, please provide some evidence to the contrary.
4. With regards to the UK Gov’s support for CHIM’s. Please see links below:
a. https://www.gov.uk/government/news/expert-partnership-to-explore-and-establish-human-challenge-studies-of-covid-19-in-the-uk
b. Last weeks Parliament question was from MP Aaron Bell and was directly in relation to speeding up the new covid variant vaccines by using human challenge studies.
Matt Han**** replied :
“We don’t rule out challenge studies at all and we’re working with Oxford University on such an approach (I think he got mixed up and should have said Imperial College). More broadly, I am up for considering anything that can safely be brought to bear and support the effort as fast as possible”.
https://www.bbc.co.uk/iplayer/live/bbcparliament
Sounds to me like a continuing positive endorsement for Human Challenge Studies from UK Gov and he’s ‘up for it’.
c. Confirmed Bidstats £46 million contract for Covid CHIM’s with UK Government
https://novuscomms.com/2021/01/22/bidstats-confirmation-of-hvivo-contract-award-as-announced-by-open-orphan-orph-in-october-2020/
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d. ‘The characterisation study, which is expected to complete in May 2021 and will require regulatory and ethical approval, enables identification of the most appropriate dose of the challenge virus for use in future human challenge studies.’
https://www.londonstockexchange.com/news-article/ORPH/contract-signed-with-uk-government/14725136
The October ’20 RNS completion date for the Covid Characterisation study, dovetails nicely with the Clinical Trials anticipated date in May ’21, as per below:
https://clinicaltrials.gov/ct2/show/NCT04740320?term=Hvivo&draw=3&rank=1
Clearly regulatory and ethical approvals have been ongoing and all approved, in a timely manner.
I hope that clears things up for you.
Thanks
NB. Could I suggest that you provide some verifiable links or evidence to your assertions, as it would help a lot. Otherwise, it just appears to be poor under researched questions (for ulterior motives) and just your own opinion based on ????.