Open Orphan Share Discussion Threads

[lhoskins] 05/11/2020 20:16

I don't think it's rampy at all.

[lhoskins] 05/11/2020 20:14

Might sound a bit rampy to someone not invested here. In reality a company like Apple or Amazon could quite easily pay 200 million. A nice bidding war between the two would be good. No doubt the successful bidder would love to have exclusive rights to the in demand data and get one over the competition.

[sh0wmethemoney] 05/11/2020 19:26

Thanks for the links Trader 3

[pogue] 05/11/2020 18:49

Regards price of wearables data I posted a few days ago that £100 million at least was what clinical databases have sold for in the past and CF stated he thinks its worth more than the whole company so £100 million is a starting point for the bidding IMHO, and that's v conservative. V rampy but it is what it is.

[trader_3] 05/11/2020 18:40

‘OPEN ORPHAN PLC - Update upon entering a decade of exponential vaccine development’

Interesting meeting title & relatively short notice – maybe some more positive news on the way?

hxxps://www.investormeetcompany.com/

[trader_3] 05/11/2020 18:15

Human infection challenge vaccine (HIC-vac) network

Hvivo collaboration organisations :

hxxps://gtr.ukri.org/projects?ref=MR%2FR005982%2F1

[m5] 05/11/2020 18:08

TA wise guys, nothing to report. Price still consolidating, another inside bar again within that bullish pin bar that formed on Monday. Protracted periods of consolidation, form like a coiled effect, which can, not always, lead to to a more aggressive breakout. 28p is the key IMHO. Chart firmly in an uptrend and price is well above the the moving averages. Have a good evening all.

[ein4] 05/11/2020 17:47

Agree Pierre, I fully expect a bid and sooner rather than later, only question is how much?

[felchandbart] 05/11/2020 17:09

Thanks for all the answers re the end of CF's lock in. I entirely agree that the OO story should have played out long before we get to June 2022.

[m5] 05/11/2020 16:54

It's chicken feed for these guys. This is where it could get really interesting valuation wise and correct me if I am wrong but its these guys that have approached us.

[toyin] 05/11/2020 16:32

Data is the new oil.

Amazon have $72 billion cash.

Apple have $193 billion cash.

Whats the data worth? Nice problem to have.

[m5] 05/11/2020 16:18

Thanks toyin. Bloody hell was it June, time flies, so June 2022. My betting is we will not see Christmas 2021.


Good point Pierre. I mean we have no idea how much this data is worth do we? Bidding war would be nice.

[judijudi] 05/11/2020 16:17

m5,
No I think they have been ultra conservative

[pierre oreilly] 05/11/2020 16:16

Could possibly go quickly to someone who wants the data - probably cheaper and quicker than negotiating with c for it, just buy the company and spit out what you don't want. Then the new owner could specify exactly what new data he wants from the challenge studies - there may be stuff wanted which isn't being measured atm. The main value to a wearables co like apple is the denial of the data to their competitors rather than any fundamental value. The competitive advantage could be huge in a billion dollar market.

[extrader] 05/11/2020 16:14

Hi Trader_3,

Thanks for the link, CF rapid-fire comments as usual.

When talking about identities of possible collaborators on Trump's 'Warp Speed ' coronavirus vax projects, he coyly said 'couldn't confirm, wouldn't deny' , but did say - quickly - that it would be there to see on....

..he mispronounced slightly, but this is where he meant hxxps://www.clinicaltrials.gov /ct2/show/results/NCT03180801?term=flu-V&cond=Influenza%2C+Human&cntry=GB&draw=2&rank=1

where the search engine kindly brought up a mass of detail on our Flu-V.

Something for the more scientifically minded than me to keep an eye on !

ATB

[extrader] 05/11/2020 16:12

Hi felchandbart,

This and a mass of other info is in the latest presentation at hxxps://www.openorphan.com/investors/reports-and-presentations/year/2020.

Short answer (p.18) : 3 years to June 2022.

HTH and ATB

[toyin] 05/11/2020 16:09

•Mgmt. own c. 19% under a 3 year lock-up from June2019

I agree m5

[felchandbart] 05/11/2020 15:48

When does CF's lock in period end? I know he was locked in for two years but when does this come to an end, please.

[m5] 05/11/2020 15:21

Judijudi5 Nov '20 - 14:41 - 7415 of 7417

So you think they have gone high here?

[scorpio51] 05/11/2020 15:09

All good for a final sale/takeover hopefully within CF's lock in period

[zxie] 05/11/2020 14:41

Buy same this price

[lhoskins] 05/11/2020 14:07

If you watch all the presentations by CF he always gives a little clue or hint as to what is coming next. He was in Germany last month while doing a webinar. There was no need to mention his location. The following week a deal with a top German pharma company was announced. I have no doubt in my mind that within the next month we will get positive news regarding the use of the facility in the US for challenge studies. You could just tell by the way he was smiling and how he answered the question regarding the job vacancies in U.S on HVIVO website. He is doing another presentation 2 weeks today. I can't wait to hear what he has to say next.

[judijudi] 05/11/2020 13:51

Can’t believe they haven’t upgraded upwards their buy targets
Doesn’t make sense to me. Would have thought a few pence north at least
Love these words from CF “as the world leader”