Open Orphan Share Discussion Threads

[marvelman] 14/6/2022 08:38

….and 15 million cash (at least) and no debt

[m5] 14/6/2022 08:36

What an opportunity for someone to come in with a bid. I dont want it from this level but I really would not be surprised.

[jason_scrap] 14/6/2022 08:31

When he's completely left the company no doubt... LOL

[jason_scrap] 14/6/2022 08:30

Jeansy the problem is the accounts show that admin costs increase too almost that of the revenue, no matter the size of the contract the costs of said contract increase to almost the same amount every time. Ask yourself, if Open Orphan are such a dominant business in they're niche with very few competitors why are they not making more profit....? Doesn't add up does it?#Lifestylebusiness

[m5] 14/6/2022 08:27

So in a month 30m worth of contracts and a market cap of 87m. How long can this disconect go on for, utter bonkers.

[marvelman] 14/6/2022 08:12

It’s not the time to give up Jeanesy….quite the opposite

[jeanesy] 14/6/2022 08:09

So thats 29.2m worth of new contracts in a month and the shareprice languishes at near 2 year lows. I give up ...i really do !

[sev22] 14/6/2022 07:57

OPEN ORPHAN (ORPH): CORP £7.2m RSV human challenge contract Following closely on the heels of a landmark £14.7m contract win (announced 1 June 2022), Open Orphan’s subsidiary, hVIVO, has signed a £7.2m contract with an existing top five global pharmaceutical client to test its orally administered antiviral product in a Phase IIa study, using hVIVO’s respiratory syncytial virus (RSV) Human Challenge Study Model. Not only is this study building revenue visibility into FY 2023, but it illustrates the interest and recognition from big pharma of the relevance and value of challenge studies in their drug development programmes – in this case, quickly testing an existing drug, which has already shown efficacy in other disease indications, in RSV, to determine if it should be tested in large Phase IIb/III studies. We are leaving FY 2022 forecasts unchanged, given the majority of revenues from this contract are expected to be recognised in 2023; however, we believe that contracts signed to date underpin FY 2022 revenues, subject to client scheduling, and that revenue visibility into 2023 visibility continues to build. We reiterate our target price of 44p. (House Broker).

[sev22] 14/6/2022 07:56

OPEN ORPHAN (ORPH): CORP £7.2m RSV human challenge contract Following closely on the heels of a landmark £14.7m contract win (announced 1 June 2022), Open Orphan’s subsidiary, hVIVO, has signed a £7.2m contract with an existing top five global pharmaceutical client to test its orally administered antiviral product in a Phase IIa study, using hVIVO’s respiratory syncytial virus (RSV) Human Challenge Study Model. Not only is this study building revenue visibility into FY 2023, but it illustrates the interest and recognition from big pharma of the relevance and value of challenge studies in their drug development programmes – in this case, quickly testing an existing drug, which has already shown efficacy in other disease indications, in RSV, to determine if it should be tested in large Phase IIb/III studies. We are leaving FY 2022 forecasts unchanged, given the majority of revenues from this contract are expected to be recognised in 2023; however, we believe that contracts signed to date underpin FY 2022 revenues, subject to client scheduling, and that revenue visibility into 2023 visibility continues to build. We reiterate our target price of 44p. (House Broker).

[chica1] 14/6/2022 07:56

Nice contract again.
I wonder when the MM's will re-rate and take on this seller.

[rafboy] 14/6/2022 07:55

Buy whilst it’s cheap, this sale won’t last much longer.

[shazbo] 14/6/2022 07:51

Mo is flying! Yet more good news. Company is in such a great space and getting stronger every month. Very impressive performance.

[1gw] 14/6/2022 07:50

Is it a wave of contracts yet?

[m5] 14/6/2022 07:48

Another red day then!! Contracts coming left right and centre.

[garth] 14/6/2022 07:38

"Good morning - its like we meet every week these days..."

Yes it does, Mo.

Well done once again to the team.

G.

(from Proactive interview)

[rivaldo] 14/6/2022 07:38

Better and better.

Prospects are clearly very bright, ORPH's quality of performance must be excellent given the continued tide of larger and larger contracts and renewals - and the share price is bonkers :o))

[eagle eye] 14/6/2022 07:38

Lots of business momentum evident, even if the stock market decides to ignore it.

[cottoner] 14/6/2022 07:34

From final results on 7th June.


Open Orphan's pipeline of new opportunities continues to grow with a number of further challenge study opportunities at advanced negotiations across influenza, asthma, RSV, malaria and COVID-19.

RSV ticked off.

Influenza , asthma , malaria and COVID-19 to come.

[owenski] 14/6/2022 07:21

Just to give context in the disconect between share price and business performance, below is a sample of contract awards for just over the last month - one month.

04 May - Challange Virus Manufacturing Contract
05 May - Vaccine Field Study Contract
18 May - £7.3m Influenza human challenge study contract win
01 June - GBP14.7m influenza contract signed
14 June - £7.2m RSV human challenge study contract

[molatovkid] 14/6/2022 07:11

I wish some of my other stocks won as many contracts as Open Orphan are.

[toyin] 14/6/2022 07:07

Oh no, not another one, should get to 10p on the back of that today!

[judijudi] 14/6/2022 07:02

Another nice contract in the bag