Open Orphan Share Discussion Threads

[wassapper] 09/12/2020 11:30

Unsure how small scale CHIMS will reveal allergic reactions. Need wider studies I would have thought. Main point of CHIMS is to prove the vaccine works!

[toyin] 09/12/2020 11:04

Apologies if this has been posted, we get a small mention.

[m5] 09/12/2020 11:01

Absolutely. Have they rolled the dice here? Pharmas have been give a free pass so its not going to bite them on the bum.

Looking forward to seeing what CF has to say tonight. I bit more meat on the bones with these two contracts would be great. He usually gives away more than he should!!!

[lako42] 09/12/2020 10:43

I look forward to them adding to the list of people who shouldn't take the jab after they have given it to them.

[m5] 09/12/2020 10:37

All well and good coming out with this after people have had the injections. You do wonder what next. All been rolled out far too quickly IMHO. I understand why, but lets hope it does not really bite us all very hard.

[malcolmmm] 09/12/2020 10:16

Allergy risk on Pfizer jab after TWO V-Day patients fall ill: UK regulators warn people with history of 'significant' allergic reactions should NOT have Covid vaccine
Both were recovering following the first day of the mass vaccination programme
NHS England said all trusts involved with vaccination programme have been told
MHRA said people with history of 'significant' reactions should not get vaccine

[malcolmmm] 09/12/2020 10:14

Two NHS staff members who received the Pfizer/BioNTech vaccine on Tuesday suffered an allergic reaction, the NHS in England has confirmed.

Both are recovering following the first day of the mass vaccination programme, it is understood.

The NHS in England said all trusts involved with the vaccination programme have been informed.

[pierre oreilly] 09/12/2020 09:58

No p, I'm talking of an ordinary Divi. He said a year ago he wants to build a Divi paying company and has mentioned it a few times since.

Ords are totally separate and additional to any one off special divis. Ordinary divis will be 1 or 2pish, the specials could be 10/20/30p (or their share value equivalent for in specie)

[pogue] 09/12/2020 09:50

Pierre
I dont think he can declare how much the minimum will be as it may well only be a dividend in specie in which case its shares. I can tell you the maximum he can payout right now based on £20 million in the bank is just under 3p but would he hand back all the reserves to the shareholders so reasonably 1 or 2p is about it from that. Another source of income that will appear soon is the wearables contract but that might just be an income not an upfront lump sum and I am thinking the former is more likely so I wouldn't bet on a large cash dividend unless Immutex is sold but that brings us back to dividend in specie.

[bobsworth] 09/12/2020 09:33

Grabbed myself another top up an hour ago - 8.36.
27,820, still not showing!
Devious MM’s!!

[pierre oreilly] 09/12/2020 09:29

Let's hope tonight's presentation rekindles some interest.C, let's have a definite statement on the Divi (and anything else). Like ' a minimum 1p interim divi will be declared with the next interims'.

[ross k] 09/12/2020 00:15

Completely agree Pogue

[pogue] 08/12/2020 22:57

I have seen good news have a negative effect in many companies just happens sometimes for a variety of reasons. If the fundamentals are unchanged then I dont worry, to me nothing has changed here and I see the company as undervalued I am just sitting and waiting for the rest of the market to notice. I went through a similar wait around 11p after we shot up to around 16p then back down, now its 29p to 23p, which percentage wise is actually a smaller fall. I hope more people/traders sell to be honest gets rid of those that dont see the picture here IMHO so I can top up cheaper.

[extrader] 08/12/2020 21:21

Hi troutisout,

I don’t expect the best, fastest and highest outcome of every bit of news.....but I’m sure I’m not alone in being somewhat bemused that , if anything, new news appears to have a negative effect !
If there were no reaction, that would be quite OK, for all the reasons given. It’s the overshoot to the underside that puzzles me - in case I’ve overlooked something.

Remember Kissinger’s comment about paranoia !

ATB

[troutisout] 08/12/2020 20:40

Very much doubt it, not sure it signals slippage either.

Can I suggest that if PIs expect the best, fastest and highest outcome of every forward statement then they are going to disappoint themselves, a little bit of patience and stop talking the same conversations round in circles and that might relieve the stress of holding onto stocks.

[extrader] 08/12/2020 19:57

Hi all,


..”Once the SARS-CoV-2 Human Challenge model has been established in early 2021...”

I wonder whether this apparent slippage in timetable might account for s/ p weakness, which otherwise is baffling me somewhat ?

ATB

[m5] 08/12/2020 19:31

Bit of a bounce I see. Can't get excited about that daily candle finish to be honest.Poor timing in terms of my top up, should have waited until the end of the day, as I keep preaching. Not that it will particularly matter.

Maybe as someone suggested we are going to see a final flush before the bounce comes. See what Captain Cathal has to say tomorrow.

[bms1a3c] 08/12/2020 18:54

On second read this section jumped out.....The model can be used as a 'fast to fail' approach to select the most promising vaccines faster and optimising investment. Regardless of whether the first wave of vaccines are successfully licensed, follow on vaccines are likely to be needed (whether for heterologous boosting or to address supply challenges, cost of goods, mutations, sub populations, duration, reinfection etc.) If disease transmission rates are low, the only way that next the wave of vaccines could be 'immuno-bridged' to first generation licensed vaccines quickly will be through human challenge studies. The option for large-scale field efficacy studies simply may not exist.

[bms1a3c] 08/12/2020 18:30

P22/23 worth a quick read - nothing new but good to see challenge studies outlined as part of wider strategyhTTps://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/941815/VTF_Interim_report_-_5th_publication.pdf

[e43] 08/12/2020 17:43

For those of us who bought their stake in the Spring(6p-14.5p)we went from early June-till late Aug with the shares trading sideways(12-13p ex woodford stake being sold,and overhang of placing shares)against a stream of positive news,ps there's an amazing correlation between orph chart and Greatland gold chart ,we just need to copy their latest leg up!?

[trader_3] 08/12/2020 17:35

New European Medicines Agencies Network Strategy to 2025

Antimicrobial resistance and other emerging health threats

Strategic goals

‘Collaboration and joint planning will also be vital in ensuring that the Network and its partners are as prepared as possible to handle emerging health threats and emergencies such as pandemics, as referred to at the start of this section and throughout the strategy. Experiences with COVID-19, Ebola, Zika, SARS/MERS and a decade ago with the influenza pandemic have shown the importance of emergency preparedness and having public health advice and countermeasures, in particular vaccines and antivirals, available in a timely manner….

…Importantly, new approaches to estimate efficacy of medicinal products for human use in such a case, via animal models or human challenge models, need to be further explored before outbreaks occur, as do similar models for medicinal products for veterinary use. Such models must be robust and properly validated. Clinical studies using human challenge models raise the need of agreement around requirements for clinical trial approval, in particular minimal requirements of the quality of the challenge material (e.g. level of GMP compliance), and must take into account the ethical dimension of any approach. The GMO framework would also require a broader agreement with respect to both human challenge studies and testing of vaccines in emergency settings. The route for use of investigational agents in the context of emergencies would benefit from a more harmonised approach across the EU together with the possibility of stockpiling relevant medicinal products for use across the Union.’



Sounds like the EU will also be utilising CHIM’s over the next few years…more significant recurring revenues due to come to ORPH!

GLA LTH’s