Open Orphan Share Discussion Threads

[trader_3] 19/11/2020 16:16

Open Orphan leads weighty Wellcome Trust bid to define human challenge drug standards

"Open Orphan subsidiary hVIVO has been selected to lead a highly-respected group to create international standards for drugs used in human challenge trials....

.....Wellcome Trust is an historic London research charity with a £25.9bn endowment, making it the fourth-wealthiest charitable foundation in the world. It provides grants of up to £5m to research teams developing faster vaccine trials using human challenge studies in low to middle income countries."

hxxps://www.valuethemarkets.com/2020/11/19/open-orphan-leads-weighty-wellcome-trust-bid-to-define-human-challenge-drug-standards/

[m5] 19/11/2020 16:11

Pierre Oreilly19 Nov '20 - 15:53 - 8442 of 8444

You can still make good money as with anything else. Chariot oil recently, stuck at 2.5p for months and months recently topped out at 14p, granted its fallen back but if you are nimble money to be made.

Anyway we digress.......

No positive movement in anticipation of CF's presentation, see what he has to say, but maybe he is overdoing it a bit. We shall see.

[ross k] 19/11/2020 16:01

That's a fair point But one can be allowed to have an old flutter from time to time

[pierre oreilly] 19/11/2020 16:01

My rule number 2 (semi seriously)

Buy world leaders in their field with full order books in very profitable sectors with very profitable government contracts using free government supplied facilities, preferably the standards writers and preferably no other competition, and buy out any nascent competition before it grows.

[pierre oreilly] 19/11/2020 15:53

First rule of profiting from the stock market, according to Jim Slater

Don't buy companies with holes in the ground in faraway places.

That, and a few more simple nuggets, stops you getting poor and enables you to get rich.

[m5] 19/11/2020 15:13

Lazarus201019 Nov '20 - 15:07 - 8440 of 8440

I hope you right on EME, what a serial underperformer. However lets hope it brings in the bacon, its overdue. I hold a few.

[lazarus2010] 19/11/2020 15:07

GregB, if you want to stop, buy some EME...waiting on sale of share in biggest offshore gas discovery off Indonesia. It should double as soon as announced, then they have the funds to drill their China licence which they reported as having a gas cap and leaking oil, potential 1mmbbls of light oil. If that's a success it should at least 10 bag from today's price.

Also look at TXP, in the latter end of a 5 well drilling campaign, so far they've hit 3/3 commercial successes with significantly higher resource estimates than predicted. Next well is a bang on certainty as drilling through an existing discovery to a deeper formation. If deeper formation is unsuccessful the upper part of the well becomes a producer and doubles output from the field.

I am in both heavily as well as ORPH

aimho dyor

[bobsworth] 19/11/2020 15:01

Looking forward to another presentation and this turning blue this afternoon

[gregb] 19/11/2020 14:41

I keep saying to myself don't buy any more, you're already way, way overweight in Orph but I can't seem to be able to stop...

[m5] 19/11/2020 14:24

I wonder if they will make CF the last presenter as last time?

[klosters65] 19/11/2020 13:05

Market makers, BEGO and CFEQ seem to have complete control over the Bid and Ask moving it up and down at a time to suit their purposes. Disappointed that the price has not gone up after this morning's news.

[qackers] 19/11/2020 12:57

From VOX markets



Part of their comment..

Today’s announcement positions hVIVO front and centre in setting international standard guidance for development of human challenge agents for human challenge studies going forward.

Whilst no value is ascribed to the position, it will clearly position hVIVO as a leader amongst the international pharma companies as well as with many of the worldwide researchers who the Company would not usually have the opportunity to engage with in the normal course of business.

We understand several larger CRO’s and multi-national organisations around the world would have pitched for this prestigious and very important leadership role within the consortium and therefore goes a long way to illustrating the leadership hVIVO has in the area of human challenge studies.

hVIVO is therefore now at the centre of the expansion of challenge studies for the development of vaccines and antivirals around the world beyond the immediate opportunity of CV19 vaccine development.

[glasswala] 19/11/2020 11:36

So they move the price down once again

[m5] 19/11/2020 11:22

So TA wise, as we know we had that nice pin bar on Wednesday, yesterday was a holding day and that was reflected in a daily "inside bar" within that pin bar. All good, holding pattern, but many times, not all the time, inside bars are a precursor to a move in the direction of the trend. The trend here is firmly up.

Pin bars are only invalidated when the bottom of the stem is broken. That is around 22p for us.

Once again intra day noise this morning, means nothing on low volume. Pretty quiet day for the markets overall.

Just my opinion, not advice, DYOR.

[pierre oreilly] 19/11/2020 09:47

M, I'm sure c would have paid almost anything to get them.

Like wearables, their value wasn't just the benefit to orph, but the removal of their services from sgs. They may be worth 150kpa for the two of them to orph, but probably £100m to orph on the deprivation of their services to sgs. Going from one competitior to zero competitors is valuable.

Similarly, it's why we can talk of hundreds of millions of value in the wearables data (without ramping). Taking away the data from wearable competitors means you can set your own price for something in demand due to monopolising the situation.

Bill gates does the same - offer the best vaguely technical bods from harvard, stanford, mit, etc a job on graduation, just so the others don't get them.

[m5] 19/11/2020 09:36

Pierre Oreilly19 Nov '20 - 09:14 - 8422 of 8428

Agreed, although Hvivo is a different animal now. CF will have been a big factor in their decision to return.

[pogue] 19/11/2020 09:36

Pierre
not just the staff at ORPH you get but the challenge study models which take time and money to develop, UK gov paying £20 million for CV19 one, however time is the biggest issue I suggest right now as the contracts are out there to be picked up and ORPH are picking numbers on how much they want to charge as there is no real challenger.
Edit £10 million for model, £40 million less 3 x £10 million for the studies typing faster than I think as usual.

[pierre oreilly] 19/11/2020 09:34

p, o/t Geneva is a fantastic place, worked there for 4 years. The pay compensates for the high cost of living, and the benefit is when you go anywhere else, it seems really cheap, as you say, even central london. The uk and french speaking switzerland are the only 2 places I'd live, having worked all over the shop.
....

One area i disagree with c is giving shares to staff. He's said if they want shares, they have to buy them, just like he and his other directors do. He won't get orph to buy shares to give to the staff as bonuss. I wish he would. He cuts orph's costs to the min, but buying say100k worth of shares in the market to give to staff would benefit shareholders too . I understand why he doesn't just print more paper to give away - and i fully agree with him on that one.

[malcolmmm] 19/11/2020 09:27

I was on the computer side so never got those unfortunately but it is an incentive to remain loyal.Saying that FX dealers were poached from time to time

[pogue] 19/11/2020 09:26

Pierre
didn't work there but visit a friend in Geneva who is working there for weekends on occasion. Been to the restaurants etc and shocked at the price of very average dishes and he tells me about the day to day costs of living and working there as I have had calls about going there to work in the past so looked at the cost benefits. Best option is commuting from France if you can get it set up.

[judijudi] 19/11/2020 09:21

Malc,
The less said about banking bonuses the better 🤣😂

[malcolmmm] 19/11/2020 09:19

We received bonus shares yearly if the bank did well we were rewarded

[pogue] 19/11/2020 09:18

Judijudi
if you notice in the presentations he is always playing down take overs and burnishing the staff egos however in the end the fact that ORPH will be leading the charge in the sector to me will make them stay. Regards more money just think about how many £millions one challenge study makes and therefore how much money is at CF's disposal to pay to a small Ltd company providing services and whose directors can then take as divis. A large multinational will have pay scales and procedures to follow on payments to employees which they would find hard to circumvent without causing riots among the existing staff.

[inaminute] 19/11/2020 09:14

Who is to say they haven't got shares in the company? I worked for a company once where it was common knowledge internally that the objective was to sell when a buyer came along at the right price. I just stacked up on shares and went there richer.

[pierre oreilly] 19/11/2020 09:14

m5, 1416 - going back i agree is often not the best thing to do. But the chimagents couple went back to hvivo seemingly successfully.