Open Orphan Share Discussion Threads

[klosters65] 31/1/2021 20:23

Good question. Do not remember but I think from someone on this board , who I respected. Sometime back and the general thrust was that Friel offered position to several parties. I remember being surprised that no transaction happened.

[discojames] 31/1/2021 19:11

Klosters, where dis you see that Invesco were offered the opportunity to offload in one go?

[klosters65] 31/1/2021 18:37

Understand.Unfortunately, Invesco did not need funds desperately and the purchaser did not believe in the value of the shares enough to conclude a transaction. Thought. Friel may well have been happy to see the number of 0RPH shareholders increase.

[warren1982] 31/1/2021 18:11

M5 have you got any vacancies for Potato graders, if so I will come with you, they can always give us a shout to come in from the fields if the share price moves north.
GLA.

[aussportstrader] 31/1/2021 17:57

@Klosters65, quite simply that institutions buying in will want a discount to take the stock, so lets say 10-15%. Invesco aren't in a rush to offload, so they can drip their stock into the market at higher prices and get a better return.

But given the communication with the company, we're led to believe that Invesco arent currently selling but could decide to slice at any point. All a part of the game!

[klosters65] 31/1/2021 17:48

Further patience required. What I do not understand is why the Institute unloading a large position turned down the opportunity to do so in one go,if Friel did indeed introduce a Buyer . Fingers crossed that Wednesday will avert the necessity for potato picking !

[m5] 31/1/2021 16:53

I can’t get my head around how we are at 23p. If we are still at this level on Friday I am off potato picking and stuff this for a game of soldiers!! 😂

[aussportstrader] 31/1/2021 13:51

Absolutely insane what Orph have going for them.
A nice remainder that patience is simply required here.

1 - Imutex (universal flu and mosquito vaccine) close to being monetised (ConservBio?)
1b - Prep with expected utility vs covid - also needs monetising but not listed with Conserv so clearly other plans
1c - Immune modulator 100% owned - Website seems to have been updated with a few more points.

2 - C19 work (needs approval but gearing up for it with staff recruitment, actively screening 500+ a week)
3 - Unlocks potentially 100m+ in rev for C19 given 10m per pharma and we know were in talks with a dozen. I count 55 between preclinical and late stages, so will be plenty of recurring work in the years ahead / upgrading current ones.

4 - Wearables deals - would boost the price along knowing its a divi paying share. Different deals imo for depending what they want data on, Covid, RSV etc for a range of products.

5 - Wildfire creating new models paid for by pharma companies, win win

6 - China deal potential? Potential to copy our model for £££ quoted as "a very large sum of money"

7 - 3rd facility, 4th? Room to grow even more?

8 - Genomic Database to be sold onto pharma companies through subscriptions (quoted as could be worth so much as could be its own company)

9 - Small but recurring rev from Quotient antibody tests - Can use these for screening for antibodies for challenge studies
10 - Now look to have expanded for antigen testing. Massive market. Previously aimed for likes of JP Morgan (16k UK employees), CitiBank (9k UK), Tesco (450k) etc. Needs a healthcare professional hence we already have this all in place from Quotient. Big margins.

11 - Venn expanding and contracts from top pharmas in the world, change payment structure to big deals over several years now

12 - Booked out for this year (believe many undisclosed contracts so far to be announced once further models are done)

13- Turned profitable which will show in financials later this year - brings in a whole new wave of investors in

14 - Bought out eventually.


Actually think Orph should really look to become a data company on the back of their challenge studies. Data is worth an insane amount of money, we're literally in the right place at the right time.

[pogue] 31/1/2021 12:13

You are on the same page as me Trader. Once we see what the revenue stream is from one wearables deal then we can multiply. Medical database companies are valued on much higher multiples than CROs as well. I am looking forward to this week's presentation.

[trader_3] 31/1/2021 11:52

ORPH deals coming soon

Cathal Friel on what’s coming to ORPH:

~ 23min 20 sec

“We’ll do loads of wearable deals, with loads of parties… there will be recurring revenues and license deals……there are great options, we’re going into next year highly profitable, one of the top CRO’s in Europe, a lot of data deals coming, new models, filling out new clinics – we’re able to expand rapidly and then there’s the non core assets. I’ve never been so exited in my life, I think wow, we’re just in a very very attractive space”



CF’s delivered on virtually everything and more in the past.

So what are the chances that one or more of these deals will happen soon – in my opinion, 100%.

I think this week’s presentation and the short term news flow, will be a very interesting and profitable time for all ORPH holders.

IMHO

[elrico] 31/1/2021 11:09

You may well be correct, Greg. It could be ORPH has done all the testing and compensated by way of percentage royalties rather than the usual fee? We are all guessing until the company confirm their role.

[owenski] 31/1/2021 11:00

Meanwhile, as the CEO often says, vaccine development looks to be a growth area for years to come.

[trader_3] 31/1/2021 10:13

Wearable devices for the detection of COVID-19

‘Wearable electronic devices, which allow physiological signals to be continuously monitored, can be used in the early detection of asymptomatic and pre-symptomatic cases of COVID-19….

…..These studies do though have limitations. They are unable to differentiate COVID-19 from other viral infections, and they are predisposed to sample bias as older people and low-income populations would not typically own or have access to wearable devices. The detection methods also require large datasets to train the algorithms used….

….The COVID-19 pandemic has highlighted the potential of wearable electronic devices in healthcare. With continued innovation and development, the next generation of wearable sensors — and their ability to continuously monitor both physical parameters and biochemical markers — could play a key role in fighting the next pandemic.’



Cathal Friel:

“Open Orphan see’s itself very much as a data management technology company…We’re very focused on data management and technology…. Hvivo has (30 years worth of) the worlds largest data base of infectious disease progression…Big tech companies, big wearable are very interested in that data…I think going forward…we’re going to be very much a data management company…it’s time now to build a world beating company”

Source: ORPH conference call Oct ‘20

[owenski] 31/1/2021 10:07

Being as the CEO is robust on posting RNS and Reach news flow, I'd thought if this was directly connected to the company's prospects he would've already issued an RNS

[gregb] 31/1/2021 09:58

Perhaps Orph are just a reseller of this kit??

[elrico] 31/1/2021 09:58

Disco,

My comments were more of a p-take of myself. Leaving that aside, I doubt Maurice wanted to add to any Twitter BB noise than his LinkedIn comments had already set in motion ahead of an official announcement.

We are yet to understand exactly how ORPH fits into the "partnership" with BNTX?

One thing for sure, there is a firm indication there is far more going on behind the scenes at ORPH that we appreciate.

[discojames] 31/1/2021 01:15

I doubt that was his concern elrico. If he was worried about any press leaks or market sensitive info, he wouldn't post it all over LinkedIn (and leave it up there after it became more widespread) and he also wouldn't turn down free publicity from a potential journalist

[mark10101] 30/1/2021 23:36

Inova’s (Chinese made LFT with poor results and requiring a swab) contract with the government runs out on the 15th Feb when moonshot kicks in according to this recent post on the AVCT board.

sandcrab230 Jan '21 - 12:14 - 19739 of 19742
0 3 1
Guys, just read the last 2 Bidstat LFT entries

Innova up to 15th February

Thereafter, Moonshot



We have already been awarded a government contract so we have a connection and credibility. Could this be connected to the moonshot program?

[extrader] 30/1/2021 23:34

Hi chopsy,

Your quote of £ 14-50 looks to be from a re-seller/profiteer.

BioServ sells @ £ 10-00 (25 for £ 250), see

hxxps://shop.bioservuk.com/rapid-tests/

ATB

[ross k] 30/1/2021 22:50

Another revenue stream Exciting week ahead as we find out more details Great find Thank you

[bobsworth] 30/1/2021 22:45

Excellent find elrico. Puzzled as to why Open Orphan have been so silent on this. Makes you wonder what else have they not told us yet that happening! Hmmm!

[chopsy] 30/1/2021 21:57

I imagine there will have to be an RNS 7am Monday.

[elrico] 30/1/2021 21:33

It is not an if, it was confirmed to me this afternoon by Maurice Treacy via a LinkedIn chat. The odd part about our chat is that Maurice did not deem the information ''price-sensitive'' as I suggested to him.

Mind you, after checking over my site; he referred to me as a journalist (I don't consider myself as such - I have a higher moral code for a start); I suspect he was concerned I make hay with a scoop! 😂😂

I am sure I am as baffled by this discovery as the next investor.

[dunns_river_falls] 30/1/2021 21:17

If confirmed, this has to be a major development

[chopsy] 30/1/2021 21:15

£14-50 per test ex VAT