Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
troajan - that was a long time ago! painful (but useful) learning experience ..
... something in the pipeline? People starting to spot the opportunity here?
Excellent find, thank you for sharing. The powers-that-be really need to get Parsortix into mainstream application as quickly as possible. It will help make a real, significant difference to many lives.
just listening again to the recent podcast. It couldn't be more positive! So pleased to have stumbled across this opportunity ...
https://www.listennotes.com/podcasts/the-sunday-roast/1-midweek-takeaway-with-bens-IPrbR-LnZEy/
BITL - that's what I thought too. Having spent months dissing everything to do with LFTs, AS, the company etc he's now moved on to AVA6K. what a complete, transparent $hit.
wyndrum - I don't agree. in the huge majority, care homes and the people who work there are caring places and people, and in the reports from that sector throughout the pandemic you can see how devastated they have been by the impact of covid on their residents. In my view, provided the information about comparative test performance is made available in a digestible and consistent format, care homes will want the best performing test they can get. Note also care homes are for the most part independent, have to attract new residents and are in competition with each other. Those offering the best quality test(s) will have a competitive advantage - and it could also be seen as a reflection on the degree to which they care for their residents.
Were you there?
I have (had) a friend who died recently having been infected with covid by another friend who didn't know they had it (asymptomatic). All were double vacc'd and thought they were safe because of no symptoms. The only way to meet up safely (e.g. with friends, family over Christmas) is to test before you meet, using a reliable test. Personally I would choose the most reliable test available, and would feel aggrieved if forced (e.g. because of lack of approval or supply) to use a demonstrably inaccurate, unreliable one. Double vacs even with booster doesn't make you safe either as a transmitter or catcher of covid.
Good news, suggests to me ambition and big things on the way ...
by Christmas more like ...
Timster thanks for sharing again. Brilliant report for AVCT. Hope there will be PR action. My big takeaways:
- 100% sensitivity for Ct =28 (responsible for vast majority of infectious contacts)
- simple design, real usability
- patient gets the information [result] in almost realtime
The economics here look fantastic. GLA
caposka - 'Announcing the DIM dividend is unlikely to lead to a build in SP. It’s already priced in anyway and is it really worth qualifying for DIM shares when you can just buy them freely after IPO and not be tied in for 9 months, which is unappealing to many.' This was the POLB spin-out model. It won't necessarily be the same for DiM.
that could be worth a lot to ORPH, and quickly, if DiM spin-out goes as well as many of us expect
mike - didn't CF say in a recent presentation that ORPH likely to retain 20% of DiM?
Some of this should find its way to ORPH and our clients:
'The Treasury said the £5bn for health-related research and development will be provided over the next three years, with investment rising to £2bn per year by 2024 - a 57% cash increase since before the pandemic.'
https://news.sky.com/story/autumn-budget-2021-rishi-sunak-unveils-new-spending-pledges-including-5bn-for-health-research-and-innovation-and-3bn-for-skills-education-12442957
Intrigued and encouraged by CF opening yesterday eve's POLB session by saying news on ORPH between now and Xmas and shareholders won't be disappointed.
Could be one (or more) of so many things - so much going on in the Co at the moment. Fully expecting substantial progress on more than 1 front, and news could come at any time. CF will be wary of not delivering this time given previous disappointments, and I suggest he must be v confident to have made the statement.
“We have had so many pharmaceutical companies, big and small, approaching us about doing Covid trials to test new treatments and vaccines – about 100,” Mr Friel says.
“But the bigger story for us is that big pharma and governments are now not only chasing Covid, they are putting huge resources into vaccine development and programmes for influenza, respiratory syncytial virus (RSV), which is one of the biggest killers of children under 12 months in the developed world, and human rhinovirus (HRV).”
In the last year alone, Open Orphan has worked with Janssen, Pfizer and Boehringer Ingelheim, conducting human challenge trials in RSV. In July, Pfizer’s chief executive announced “stunning” results from an RSV vaccine phase II study in London, showing it was 95pc effective – that was Open Orphan’s study.
So why the sudden focus on flu and RSV?
It is widely believed that there are really only five viruses or bacteria in the world that can result in a pandemic: flu, RSV, HRV, coronavirus and tuberculosis/antimicrobial resistance.
Every pharma company in the world is now looking to develop vaccines and treatments in this space, so that if another pandemic arises, they have the resources, and infrastructure, to tackle it. The infectious disease market is expected to grow from $30bn (€26bn) a year today, to $250bn by 2025.
Human challenge studies work particularly well with antiviral and monoclonal antibody treatments, vaccines and prophylactics. They are also quicker and cheaper to run than field trials. The average number of volunteers in a human challenge study is 100, with a trial duration of about three months from signing the contract to getting the final, definitive data.
Field trials, by contrast, involve up to 20,000 patients and can take up to three years. Pfizer, for example, paid Open Orphan £4m to do a human challenge study. It will now spend £100m for a field study.
“They have to do a field study to get regulatory approval, all vaccines must do this, but before they spend that £100m, they know that it works,” Mr Friel says.
https://www.independent.ie/irish-news/health/inside-the-quarantine-lab-where-irish-company-infects-humans-with-covid-40958497.html
so why is LSE showing us as down?
Than chazzy. Good article.