Open Orphan Share Discussion Threads

[malcolmmm] 07/2/2021 14:36

GregB the shares held by HBOS etc are in managed funds not in clients nominee accounts take a a look in Simple Wall Street to see the breakdown

[pogue] 07/2/2021 13:50

Was waiting for a sensible comment from you 12toes as you have had none since you started here, that last one gets you filtered as I now dont think you will ever make one.

[c0lin1] 07/2/2021 13:44

just filter and ignore

[gg1111] 07/2/2021 13:30

Well well you certainly would not think so AH

[12toes] 07/2/2021 12:48

I've got over a million shares why would I go short bozo

[extrader] 07/2/2021 12:36

Hi Trader_3,

I've just received a mailshot from 23 and Me announcing its tie-up with Virgin in a J/V with enterprise value of $3.5 billion where they intend to monetise the 10.7million customer genetic database that they've built up over the years using the 'ancestry + learn some fun and maybe useful facts' hook....

The significance of 10m + customers is that this number delivers 10,000 reference points for diseases down to a 0.1% incidence in the population ie meets the threshold requirement for statistical validity purposes.

Invite to the 50 min presentation is here hxxps://mediacenter.23andme.com/company/investors/?utm_medium=email&utm_source=23andme&utm_campaign=2_1_22_announcement_1_cx_gb&utm_content=j_61289172_p_f94ee9440f5d689e&utm_kxconfid=ux4f100ru

I think you can sign in as a (potential) private investor.

Takeaways with maybe read-across to ORPH :

- they have a 50/50 cost/profit share arrangement (or simple royalty) with GSK covering at present about 30 studies using their genetic database to refine research into oncology, immunology, cardiology, metabolic and neurology;

- targets are to reduce avge time to get to clinical trial from 7 years to 4; reduce failure rate from 90% to 80% (!); and thereby bring down portfolio 'successful new product cost ' (including failures) from its current AVERAGE $ 2.3 billion.....

- v interested in wearables applications (esp. given potential to update regularly from their 'warm' existing customer base), but of course they don't have any clinical data.....

[could ORPH include - in its future data-harvesting - info that wasn't necessarily of interest to the study-in-hand, but might be of commercial value to others ? what are the ethical/legal guidelines, or would / could the 'customer release' allow ?]

A question for CF, perhaps.

Upsum : no direct read-across, but interesting illustration of how fashionable the area is....and the $$$$ numbers involved.

HTH

[bobdobalina] 07/2/2021 12:06

The great invesco sell off has allowed lots of us to own more than we could have hoped for,but it would now be nice to see the back of em 👊😁
Onwards & upwards

[gg1111] 07/2/2021 11:47

Not wanting to focus to much on 12 toes ,but I would advise you to go short if you can ..Ha Ha

[gregb] 07/2/2021 11:46

The Disease In Motion trademark was registered by hVivo way back in October 2016. Talk about forward thinking!

[inaminute] 07/2/2021 11:34

I do not think it is a coincidence that CF has finally eased off the share suppression when he knew the Chinese were interested. If he is annoyed at the dumping but knew it was going to continue then why not assist getting them into stronger hands at a cheaper price. He knows the short-term upside of all our assets so new investors have immediate increase but can also see the benefits of holding.Anyway it has helped me accumulate and I suspect many others on here. I think we are in for an interesting Spring.GLA

[gustocomeon] 07/2/2021 11:32

Great humour PO...Love it! And I second your OO remarks.GC

[gg1111] 07/2/2021 11:30

100% agree PO ..you beat me to it ..
I wish he would FTO

[pierre oreilly] 07/2/2021 11:23

tt,

It pretty well couldn't get better if invesco are dumping and at the same time the price is rising 20% per week. What's not to like about that?

Surprised you're still around, I'd expect you to be bust by now if money is backing your views.

Anyhow, what you lack in Cerebral cortex you certainly make up for in toes. (unless you have problems counting).

[supernumerary] 07/2/2021 11:18

Unless you are or have been a buyer, of course...

[12toes] 07/2/2021 11:04

That's the problem about this board - there's always positive spin even on bad stuffInvesco dumping their shares is NOT a good thing

[trader_3] 07/2/2021 10:52

hVIVO Corporate Finance Director Recruitment

‘The Corporate Finance Director will be involved in all aspects of large and value-driving corporate and commercial transactions for the Open Orphan Group’

hxxps://careers-hvivo.icims.com/jobs/2510/director%2c-corporate-finance/job

CF looking for some help in dealing with ORPH’s anticipated ‘large commercial transactions’!

Looking extremely good here.

IMHO

[owenski] 07/2/2021 10:04

Post 11583

That link is a webcast from December, and whilst we're all expecting deals at some point, in the most recent Shares webinar, the CEO is now talking about forming a separate division for the data side.

We're in a good space that's for sure, but things are still being formulated at the operating level here. I'm expecting data deals but think the timing could be pushed out a bit.

[owenski] 07/2/2021 09:57

Post 11577
Under the impression that Covid testing is not a main area for OO, the CEO has said that testing is a bit of a bubble and likely to retract in the future.

Prefer announcements via RNS and not Twitter noise, gets a bit rampy otherwise.

[trader_3] 07/2/2021 09:13

hVIVO Disease In Motion & Biobank

Tester page for ORPH’s ‘Biobank’ offering.

‘The data from the ‘Disease in Motion’ can be used for a multitude of different activities by potential customers including big pharma, smaller biotech companies and technology companies with an interest in healthcare.’

hxxps://hvivo.com/asfa2543sf33apd/

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”



I wonder which one of the worlds largest wearable companies will be first in the queue?

GLA LTH’s

[gregb] 07/2/2021 09:06

And perhaps the others are holding for clients in nominee accounts etc.

[malcolmmm] 07/2/2021 09:02

Perhaps Invesco is rebalancing funds to own 5% of ORPH in total in their funds.

[malcolmmm] 07/2/2021 08:57

HBOS doubled their holding last October plus 121% 4.92% of ORPH. Invesco own 5.96%