Hvivo Share Discussion Threads

[baldrick1] 19/1/2023 09:50

Cusp of major re?rating.. upwards

[baldrick1] 19/1/2023 09:13

Trading update will show profits..touchwood..significant revenues

[baldrick1] 19/1/2023 08:21

Another contract signed pre-trading update would be nice..gla

[bobsworth] 18/1/2023 20:19

hVIVO PLC will be holding a Investor Presentation meeting on 25th Jan 2023 at 6:00pm GMT.

[bobsworth] 18/1/2023 20:11

Venn Life Sciences €3.2m Contract Win with Global Pharma Company
€3.2m contract for Venn Life Sciences with global pharmaceutical client.

[troutisout] 18/1/2023 11:29

I was referring to the recent joint PR/IR pushes at both HVO and POLB, which in the last three months have been measured, targeted and seem far more thought out and professional than previous attempts from ORPH.

There are nearly as many buys as sells in the sell column today, can see this turning up again if the current trading continues.

[yump] 18/1/2023 11:15

trout

Glad to oblige. I have some shares from around 20p false bottom and 10p the recent (obvious ?) low, but under no illusion that results now need to show profit growth. That's why I bought, not because of all the sell-offs, spin-offs and PR talk.

Its very apparent that all the previous publicity just led to a spike and that many of the 'long term holders' were not.

[chica1] 18/1/2023 11:03

Yep we need some of that £300 million that Mo said was under negotiations,probably expansion of facilities to cope with said negotiations and increased guidance given to in-house brokers.

[troutisout] 18/1/2023 10:15

We don't need to, we have you for that...

Surely a trading update is likely to give us some figures (albeit not detailed or audited), the Capital markets Day and other meetings will have given brokers guidance on the figures and we see the reports generated by them.

[yump] 18/1/2023 10:09

What’s actually needed for a permanent re-rate is the sign of growing profits, which will attract longer term investors.

All the roadshows are just a buttering up process and many rises are just the result of traders and people following tips. Plus some folk who buy because they are “impressedR21; by the CEO - which means nothing.

You never hear any negatives at these events.

[owenski] 18/1/2023 09:33

One thing that came out of the POLB 'meet' was the value of the PD data that is now being used as seed corn for AI investigation, and the interest that pharma has in this approach. HVO own the data.

[troutisout] 18/1/2023 09:18

Got an invite to the Investor Meet event for next week, both POLB and HVO have done a lot of work on their PR and IR, hats off to both teams, the capital markets days have definitely seen some interest in the shares from both investors and pundits who have tipped HVO or POLB. Long may it continue, the questions answered by POLB this week were excellent and put paid to a lot of 'concerns' put forward by some. Let's hope the trading statement here next week will also be positive and backed up with the Investor Meet event in the evening for some more meat on the bones...

[troutisout] 17/1/2023 18:56

does it get halved?

[m5] 17/1/2023 17:21

Sorry lads!! Still looks ok to me mind, I'll get me coat.

[judijudi] 17/1/2023 16:29

m5,
🤦🏻😩🙈

[chica1] 17/1/2023 16:22

Yep definitely the m5 curse.🤡313;

Only joking,it's probably a very good thing to consolidate at these levels

[yump] 17/1/2023 13:04

Maybe the Venn side has been able to cherry pick and stop taking business that was unprofitable. (as in the shrink to grow idea).

OK, I was half right and half wrong - I hadn't seen the other Venn contract.

So now none of you know which camp I am in ;-)

(although it is tempting to say "up yours" to Trout)

[chica1] 17/1/2023 12:11

I notice one of those earlier 2 year contract renewals was for £1.5 million compared to the €3.2 million contract rns'ed today.
Could be more work involved but it could also mean Hvivo (Venn)are experiencing significant pricing power.(even with currency conversion)

[chica1] 17/1/2023 11:56

Alot of those are renewals.
This is a new client!

I also remember our Mr.Friel saying they are not going to be rnsing any contracts less than 1 million.

Yump was being accused of spreading misinformation about Venn's revenue prior to the Open Orphan buyout.He was correct!
Nuff said!!

[inaminute] 17/1/2023 11:48

Nice factual answer. Great to see real knowledge and research

[1gw] 17/1/2023 11:37

But yump is definitely not right that this is the first Venn contract announced by HVO (i.e. since the reverse in 2019). "First time I remember Venn getting anything while within HVO." - if by that he means since the reverse, rather than since the name change.

It may or may not be the largest. It is (afaics) the largest for which they have published a value. HVO has announced a number of Venn contracts, but generally doesn't announce the value, presumably due to confidentiality restrictions. For example:

"a contract renewal with a major global pharmaceutical client worth £1.5m over two years."


"continues to sign multiple contracts and only those close to £1 million and above are announced."


"The renewal of this contract is expected to deliver significant revenue for Venn over the next twelve months."


"a contract renewal extending its consultancy services with a major top-3 global pharmaceutical client to December 2021"


"The contract, which starts immediately, will run until December 2021 delivering significant revenues for Venn."


"a new 2-year contract with a tier 1 German pharmaceutical company"


"significant revenue for Venn ... over the next 12 months"

[chica1] 17/1/2023 11:06

So yeah considering that Yump is right a 3.2 million 2 year contract is the largest contract in the Hvivo(Open Orphan) era.
It would be interesting to find out what their current capacity it.

[1gw] 17/1/2023 10:58

And some further context on the "shrink" bit of the "shrink to grow" from the 2021 AR:

"A decision to close the clinical operations division across Europe was made during 2020 and Venn Life Sciences (NI) Ltd, Venn Life Sciences B.V. and Venn Life Sciences Germany GmbH consequently ceased to trade from 1 January 2021 onwards. Venn Life Sciences (NI) Ltd, as well as dormant companies Venn Life Sciences UK Ltd and Venn Life Sciences (Ireland) Ltd, were dissolved consequently in 2021. Venn Life Sciences Germany GmbH is currently undergoing a liquidation process in 2022 and arrangements to dissolve Venn Life Sciences B.V. will be undertaken later in 2022."