All about the overhang, nothing else matters really until it finishes.
29th Jan trades identified Tr1s to match on 30th but what about the recent large trades and drift, is that it, or A N other supply of some type, perhaps below notifiable levels. |
 Worth posting Cavendish's conclusions after last week's significant contract win:
"— Another significant study:
While the contract value is not disclosed, given that there are three dosing arms within the programme, we expect the study would likely be towards the upper end of hVIVO’s contract size for RSV HCT studies. Accordingly, we remind investors that the most recent RSV contract to be announced was in December – worth £11.5m – with a top-tier global pharma client, with a study that was also a Phase 2a randomised, double-blind placebo-controlled HCT (DOWNLOAD). Accordingly, today’s contract win strengthens hVIVO’s longer term orderbook, adding to visibility into 2026 while we presently maintain our forecasts.
— Momentum with opportunity:
Today’s update comes after an intense period of news flow that has seen the company announce its largest expected HCT in a pivotal Phase III study for ILiAD, the further diversification of its existing revenue streams with the hLAB £2.7m contract and, most recently, the expansion of its service offering with the €10m cash acquisition of two Clinical Research Units from CRS in Germany. We especially consider the latter deal as transformative for the group – ultimately delivering pipeline and customer diversification, with business opportunities in indication areas highly complementary to hVIVO’s historical service offering – and aligning with the company’s long-term growth strategy. We maintain our forecasts and reiterate our 35p price target." |
Just joining you traders for a chat. No profit warning as in the header.
Surely the dive here is as per news, it looked like a supply type drop and has proven to be the case.
Such drops and false fear posting causes retail mass selling and hence created the drop.
The trading update appears to have triggered the final acquisition of shares from one entity to another. I’m mid plotting the holdings news pathway over the last few years to try to identify matching large trades, to help plot recent large trades.
The market is full of oversold shares with many due to exiting stale holders, some of which have made a good profit, so no surprise that they exit.
Such exits are rarely about a view of a company, more about shoring up or hitting targets/bonuses.
The point being Hvivo appears to be heading towards the end of its share supply curve. The question is whether the appetite of retail returns to send the share price up again. The answer to that is, if the share price starts to climb the appetite or rather fear of missing out returns.
Such climbs are obviously caused by demand and lack of supply.
With the traders looking for the bottom posting negatively in a hope to squeeze a few more retail into selling for a penny or two cheaper entry point.
Currently it looks like dust settling mode, or are there some more non notifiable larger holders still with a few left to bin.
Thoughts? |
He certainly knows when to cash out |
Cathal Friel Shortlisted https://www.thetimes.com/business-money/entrepreneurs/article/boardroom-stars-2025-non-executive-director-awards-9vgk7kxn0 |
14.5m traded so far. Sells out weighing buys. share price down on the day. |
Some chunky trades earlier this morning. |
FYI Techinvest's January issue made HVO one of their Tips of the Year for 2025 as follows.
Apologies if this has already been posted - I haven't seen it here, but I don't bother following this thread too often due to all the...well, you know!
"hVIVO (HVO; 20.5p) provides facilities and support for infectious and respiratory
disease vaccines and therapeutics using human challenge clinical trials. Revenue has soared over the last five years, reflecting a succession of major contract wins as the company has become established as a dominant player in its sector. For fiscal 2024 (year ended December 31), revenue is expected to have increased by
11% to c.£62.3m, with earnings per share of 1.41p. Further low double-digit increases in revenue and profit are expected for the current year, with earnings per share rising to 1.68p for a prospective P/E of 12.2. Last month, hVIVO announced an £11.5m contract with a top-tier global pharmaceutical client and also confirmed that EBITDA margins for fiscal 2024 are expected to be at the upper end of market guidance. With net cash worth 3.4p and good operational efficiencies to be derived from an expanding order book, we feel that the shares represent excellent value." |
Beware of underwater holders ramping on these boards. They want you to buy so they can sell. |
You could try the financial reports - just a guess :-/ |
We seek him everywhere |
Beware of STT all members |
Given the supposedly good rns yesterday, there's a distinct lack of posts from the usual rampers.
They have obviously sold up and moved on. No more hundreds of trades to move the share price Coincidence???
The newsflow here has been as expected.
The chairman dumping his entire holding whilst company being talked up.
The CEO's huge options.
etc
etc |
No debt..
After the recent acquisition they have £34 million in cash |
Does this company have net debt?? Am intrigued by this and tempted to stick my toe in... |
Shionogi published positive results from a human challenge trial, conducted by #HVO, for its RSV antiviral candidate. These results demonstrate the significant role that human challenge trials can play in the drug development space, by generating rapid efficacy data and reducing risk in later-stage trials. This is important for viruses such as RSV, that severely impacts vulnerable patients such as infants, the elderly and immunocompromised individuals.With hVIVO's decades of expertise in human challenge trials, the team can leverage this knowledge to accelerate the delivery of promising new treatments to patients. Shionogi, a leading global research-driven pharmaceutical company headquartered in Osaka, Japan, also released their own press release on the positive news here : |
Please could someone advise the link for the telegram group. Thankyou. |
chica
"if Mo had gotten these contracts over the line in the 4th quarter Hvivo would be over 30p now."
Why? The chairman dumped his entire holding at 28p/29p, the latest only last July. He's set a ceiling until the company can announce some clarity.
I think investors are waiting for the results. |
Is the latest thing not to give out any useable numbers ? So thats the trading update and the contracts with nowt in them. |
Do you really believe that? |
Bought some more today.
Timing is everything..if Mo had gotten these contracts over the line in the 4th quarter Hvivo would be over 30p now. |
Disappointing price action here. |
Price rejecting 8 day and 50 day moving average. Hmmmm. |
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