Open Orphan Share Discussion Threads

[supernumerary] 10/11/2020 16:06

PO - the other great advantage of challenge studies is that you learn a lot. The patients are followed minutely, both vaccine and challenge are administered under tightly controlled circumstances, and outcomes are meticulously measured for both successful and failed patients.

Contrast that with the Pfizer study for instance - 44K and counting patients of whom only those - 90-odd of them - who reported symptoms have been checked and even then at a rather superficial level.

It obviously helps with the safety and the side-effect profile, but gives nothing like the information about moa etc that a challenge study does.

[m5] 10/11/2020 15:56

As I said I think there is a lot of BS being fed to us at the moment. Ifs, when's, maybes. Buying a bit of time.



Financial Times
@FT
Level 1:
UK government to pump up to £43bn into Covid testing

[gregb] 10/11/2020 14:52

"Validate" sounds like the challenge study will be used to do this ;-)

[666james] 10/11/2020 14:47

Sorry adzy89 I did not see your post 7730

[sh0wmethemoney] 10/11/2020 14:19

hxxps://www.nytimes.com/2020/11/09/health/covid-antibody-treatment-eli-lilly.html

This will help the support the ethic/medical sign off of the C19 human challenge studies, this is the 2nd treatment which has now been FDA signed off for the treatment of COVID. So we now have signed off interventions if someone does have a negative effect during a trial.

[lukehold] 10/11/2020 13:49

Agree with all the positive comments here, hvivo and orph is revalued after this epidemic. Testing and investment will be like never seen before by governments to avoid something like this happening again.

[adzy89] 10/11/2020 13:47

#ORPH Finncapp-"Open Orphan is in discussions with five of the world’s largest wearables providers with a view to commercialising these highly sought after data in Q4 2020, which could result in a large upfront cash sum as well as a recurring revenue/licence stream" DYOR

[lukehold] 10/11/2020 13:47

Think 22p is the bottom now. Good time to get back in Scotty? Last time I said that went to 30p

[trader_3] 10/11/2020 13:39

COVID-19 testing stocks crash is overdone and a good buying opportunity – finnCap

The Buying Opportunity

In a broad note, finnCap noted that the fall in a number of stocks represent ‘good buying opportunities’ based on the following high-level reasoning:

Open Orphan – challenge studies will be needed to assess first generation and second generation COVID-19 vaccines.

[discojames] 10/11/2020 13:36

I think the timing of a 4:30 Friday address is highly significant and would assume an RNS will follow either after market hours on Friday, or on monday morning, 7am

[m5] 10/11/2020 13:10

finnCap
@finnCap
· 1h
Don’t jump the gun, the #Pfizervaccine is great news but many questions & challenges remain. While a major addition to our armoury in the #COVID19 fight, it's no silver bullet & won't replace need for treatments or tests.

All in today's #HealthMatters:

Cheers trader_3

[trader_3] 10/11/2020 13:09

M5 & SYS - as per finnCap note 201020:-

'Following the acquisition of the CHIMagents team in July 2020, Open Orphan is also
developing other new challenge models to diversify its already world-leading portfolio. New challenge models may include malaria, bacterial infections and Pneumococcus.'

These are the new CHIM's planned via ORPH & CHIMagents.

[systagenix] 10/11/2020 13:03

Open Orphan are addressing investors this Friday at 4:30pm

How random is that?????

[john henry] 10/11/2020 13:01

Lako42 “We are not a COVID play” is that why CF describes ORPH as COVID Central.

[systagenix] 10/11/2020 13:01

The don’t have a challenge study for malaria but they own 49% of a company that has a phase II ready malaria vaccine

The holy grail.

[m5] 10/11/2020 12:57

Interesting-read the last paragraph.......??????????


So, with the @pfizer news out today - it’s great for humanity and @OpenOrphan

...To avoid another pandemic, we are entering a decade of exponential vaccine development and #ORPH has a massive pipeline of orders and prospects to test other vaccines including flu, RSV, malaria etc


Re:this tweet from yesterday - mentions testing malaria. I might be wrong, but I don’t believe ORPH have a malaria challenge model as of yet (?). Has CF let a future announcement (ie a new Malaria CHIM) slip...?

[trader_3] 10/11/2020 12:42

ORPH - wearables data contract in Q4 2020

According to finnCapps Sept company note, ORPH have stated the following:

Infectious disease data – a source of monetisation

‘Open Orphan has acquired, through hVIVO, an enormous database of information (blood markers etc.) relating to challenge studies that hVIVO has run over the years, which it intends to monetise, but is difficult to fully reflect in our valuation.

In addition, in future clinical trials (including the COVID-19 characterisation study) the company intends to collect data via wearable devices so that predictive algorithms, based on digital biomarkers, can be incorporated into a variety of wearable devices.

Open Orphan is in discussions with five of the world’s largest wearables providers with a view to commercialising these highly sought after data in Q4 2020, which could result in a large upfront cash sum as well as a recurring revenue/licence stream.

In addition to data that would be invaluable for wearable providers, Open Orphan is planning to provide access to hVIVO’s infectious disease database to pharma companies, on an annual subscription basis, in Q4 2020.’

hxxps://www.research-tree.com/companies/uk/other/open-orphan-plc/research/finncap/open-orphan-10m-covid-19-challenge-contract-with-uk-govt

Additionally, on 30th October Cathal stated that the ORPH board were due to decide on either an exclusive or wider data contract:

“It’s a nice dilemma to have, it’s a dilemma we’ll solve pretty rapidly. We’ll do a deal with one of them or all of them”

Forward to ~12 min




It is worth noting, that the ‘characterisation study’ has already started and a wearable device for volunteers, will be required to harvest the relevant algorithm data.

Subsequently, I think we can anticipate an RNS wearables contract announcement in the short term.

This should generate a significant special dividend for current share holders, in addition to 'recurring revenue/licence streams', no doubt we’ll find out how much fairly soon.

IMHO

[pierre oreilly] 10/11/2020 12:41

Unverifiable, and to me, looking at your posting history, unbelievable. Probably short from 23.5p i'd say was more likely.

Risk/reward?

I don't like shorting - it's basically a destructive action and i much prefer constructive actions. Turns sometimes reasonable people into monsters, but that's not Hamid (yet).

[saint in exile] 10/11/2020 12:38

How much pp and who with?

[m5] 10/11/2020 12:38

At least you are honest. Give you that. Would not get too greedy, we are still in a firm daily uptrend and always risky to be shorting shares on that basis.