Share Name Share Symbol Market Type Share ISIN Share Description
Open Orphan Plc LSE:ORPH London Ordinary Share GB00B9275X97 ORD 0.1P
  Price Change % Change Share Price Shares Traded Last Trade
  -0.95 -2.16% 43.00 3,580,071 16:35:29
Bid Price Offer Price High Price Low Price Open Price
42.50 43.00 44.25 41.50 44.25
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 3.25 -5.60 -3.35 287
Last Trade Time Trade Type Trade Size Trade Price Currency
17:08:14 O 1 43.002 GBX

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Date Time Title Posts
16/4/202118:17open orphan a new beginning 14,518
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10/2/202107:44open orphan a new beginning1
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Open Orphan (ORPH) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2021-04-16 16:08:1443.0010.43O
2021-04-16 15:39:2046.43325,000150,912.52O
2021-04-16 15:35:2943.00511219.73UT
2021-04-16 15:29:5742.5310,0004,252.50O
2021-04-16 15:29:3342.502,8291,202.33O
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Open Orphan Daily Update: Open Orphan Plc is listed in the Health Care Equipment & Services sector of the London Stock Exchange with ticker ORPH. The last closing price for Open Orphan was 43.95p.
Open Orphan Plc has a 4 week average price of 30p and a 12 week average price of 22.75p.
The 1 year high share price is 47.25p while the 1 year low share price is currently 7.05p.
There are currently 667,979,196 shares in issue and the average daily traded volume is 9,341,936 shares. The market capitalisation of Open Orphan Plc is £287,231,054.28.
lfdkmp: My conjecture is that CF has progressively re-evaluated what he's holding here in ORPH. If my fallible memory is having a good day, I recall that his early intentions with ORPH were a quick clear-out, spruce up and sell on. - (bit like Homes under the Hammer...or whatever it's called :-) However, with the rapid pandemicisation of the world, and ORPH's emerging relevance to this disturbing new world, Mr Friel quickly started to realise what a nascent transformational company he is holding. Talk of £100m market capital moved on to $1bn. This then morphed for the "core" of the business, and that for "non core" you could add a similar amount. Now we have ORPH Pharma, DIM and other potential spin offs (don't forget Imutex I remind myself). My conjecture is that CF, the deal maker, now finds himself fortuitously (I'm sure he'd be the first to admit "fortuitously")in one of the sweetest COVID/post COVID spots you could imagine. Instead of sorting out hVivo/ORPH for an early opportunistic sale, the challenge now is to manage this unique, emerging world leading organisation to its full potential. My view so far is that he ain't doing too bad a job. My conjecturing question is when will the talk be of $2bn market cap, not $1bn?. :-)
ped2323: 1gw - I agree that earnings figures are low but these are taken from ORPH’s brokers. I’ve posted in the past that I think CF is happy with the broker reports as they keep a check on the share price whilst he simultaneously talks up the stocks potential. The result is a nicely rising share price with no big swings. CF has said in the past that II’s “don’t like large swings”. (NB I don’t either!) When ORPH updates the market on 2020 trading in a month or so, I also expect the sales and profit “guidance̶1; figures will be fully out in the open for 2021 (as part of forward guidance) and these figures to be better than the broker “forecastsR21; GLA
pierre oreilly: I thnk after the blip today, it'll be normal service resumed tomorrow, with 80 or 90 people happily gone from orph with eighty quid in their pocket looking for the next opportunity, and plenty more happy that the shares are now in more permanent hands. Today's rns added quite a bit to the value of orph, even though there was nothing definitive in it, So the value took a step up, and the price a small step down at the end. So better value tomorrow. The business value is appreciating quicker than the price imv. Orph initially had money thrown at it by ip group (ipo) (as well as woodford/invesco!) where i had invested, and where i first heard of orph. There's no doubt whatsoever in my mind that in a fundraising of anything spun out of orph, ipo will stump up lots of investment cash - they are full of the stuff (and about to get another £350m cash on the nano float) and need more first stage tech pharma opportunities. IPO's backing lowers the risk of any company where it owns a stake (because it can always pump in more cash if necessary). Therefore, whatever is spun out of orph is very likely be a great long term hold, whether forced or not.
1gw: Incidentally, I don't think selling Orph purely because of the Newco lock-in is a particularly rational response. For those who want to take the "profits" from the spin-off immediately, there should be a period ahead of the AIM float (assuming it happens) when the opening price of Newco is better understood (from the "initial market soundings") and before Orph trades "ex-dividend". During this period, the share price of Orph should reflect the expected value upon float of Newco. Anyone who doesn't want to be locked in to Newco shares can sell Orph at that point, buying back in (if they wish) once it trades ex-dividend.
extrader: CF has acknowledged concerns re share price volatility, at the same time we have a departing II in Invesco. We're also vulnerable to a takeover, esp. as pointed out by Trader_3's research and SGS. OTOH, we've just had new ISA season - and anecdotally a lot of people have gone for ORPH. That , by definition, tends to be 'patient capital', to coin a phrase. We've had news re DIM in the last few days...and now a roadmap re immune modulator...which gives a little more clarity re the longer term game plan, but also is attractive to a more stable investor base that isn't frightened by a few months' lock-up. That's a lock-up in the (free) spin-off, btw, not in ORPH itself, as some of the bb comments seem to think ORPHO took on board Elizabeth Sullivan as a NED last November, she's Irish (bit of a theme,here, Cathal ;->) and a NED at IP Group , the biotech and other sciences incubator. I wonder whether IP will be an investor in NewCo ? Up sum : CF is addressing volatility/vulnerability in his PI base...and the last few days' news will start to attract (IMO) II's ...both of which are good for LT holders. Release of ORPH's 2020 numbers (and forward-looking statement) will surely only strengthen the investment case. And will surely now require SGS to sharpen its pencil a bit, if it does indeed have any plans in mind. IMO
pierre oreilly: My view is once it's floated off, then there'll be no more benefit from it for orph. Orph could retain some shares for itself, or could sign some agreements with dim and get some benefit that way, but i think c likes clean, uncluttered and uncomplicated companies. So all dim value will be in dim, and we'll get the full benefit of that via our dim shares (including a likely immediate premium over the offer price when it hits the market, and possible rapid gains from there, as some other recent tech floats have done. I think today is the first time some dim value is being reflected in the orph price, say a penny or two. If dim is worth 20p/share float value, then just before it's spun out, orph will have already risen 20p to reflect that value (plus other rises for other prospects), and will drop 20p when it goes x all. Once all the 4 spinoffs are gone (and we hold shares in 4 other companies in the hottest sector today), then the core business is still worth multiples of the current mkt cap imv assuming normal business development - e.g. we get another clinic along the way. That's my view for a year or two out.
trader_3: Monoclonal Antibody testing – a whole new lucrative pipeline of work for ORPH Monoclonal antibody testing is a new area for ORPH and has been mentioned by CF several times:- 1. CF has recently included monoclonal antibody testing, in one of the latest RNS contract wins, stating: “We have expanded from one clinic to multiple clinics, and it is our stated objective to continue to invest and expand our global capability to ensure our position as the world leader in testing vaccines, antivirals, and monoclonal antibodies through the use of human challenge studies well into the future.” 2. US FDA Fast Track Development of Monoclonal Antibody Products Development of Monoclonal Antibody Products Targeting SARSCoV-2, Including Addressing the Impact of Emerging Variants, During the COVID-19 Public Health Emergency ‘Given the serious concerns raised by the emergence of SARS-CoV-2 variants, FDA intends to leverage its emergency authorities under section 564 of the FD&C Act, when appropriate, to foster the development and availability of therapeutics for use during the current public health emergency. When scientifically supported, FDA will streamline the data necessary to support the development of monoclonal antibody products targeting SARS-CoV-2 and also expedite the review of these data.’ Interesting recent FDA report looking to fast track monoclonal antibody products. 3. Cathal emphasised and also stated in a recent presentation, that a new area ORPH were working on are monoclonal antibodies and described them as a ‘really attractive space’. 4. Additionally, The Wellcome Trust are heavily encouraging countries to develop monoclonal antibody therapy & vaccines on a global basis, as per below: hxxps:// Clearly there are a large number monoclonal antibody therapies and vaccines in development (both Covid & Non Covid). The FDA fast track process highlights this industry as another high growth sector. I can see why Cathal stated that this area is ‘really attractive’, as it could expand ORPH’s services exponentially and generate multiple more lucrative revenue streams, in addition to everything else. IMHO
trader_3: ORPH - Imminent Share Price Triggers & Re Rate Quick list of the ‘known’ imminent RNS share price triggers, we are due very soon: - 1 or 2 Multi £ Million Non Core Asset Spin Offs (in next 2-3 weeks) - A ‘few’ Multi £ Million Covid & Non Covid CHIM Contracts - Positive Financial Results and forward looking statement ‘after Easter’ - Covid CHIM Characterisation Study update - Possible TR1 confirming Invesco are out Any one of these RNS’s, have the potential to propel the share price significantly higher. A combination of one or more of these RNS’s, should provide a long overdue re rate to an undervalued share price (after being disproportionately suppressed by the recent Invesco selling). Add to this list, anything ‘out of left field’ and the potential rewards increase substantially i.e. China contracts, strategic investor, DIM contracts, takeover discussions etc. I don’t normally say this but seriously, ‘who would want to be out of this over the weekend’? With good reason, I believe the next week or two may be very interesting! ;-) GLA LTH’s
1gw: (first para off topic) pogue - keeping in cash for now, but some US and UK pharma I might redeploy to (ARWR, NVAX and SLN - all of which I have taken substantial profit in but are now off their highs so I am thinking about topping up again as I like the story for each). As biotech, they are all considerably higher risk than ORPH I think, but ORPH is still not far off 20% of my portfolio and I have a notional 10% target max in any 1 holding (i.e. an aim to move overweights back to sub 10% over time). Having said that I currently have around 40% in 1 other stock, BYOT, so ORPH is my 2nd-biggest portfolio weight, but that 40% is really exceptional for me and is a result of having taken a lot of profit on it multi-bagging and then re-investing as it fell back. I am having a bit of a debate with myself about throwing out my target 10% max constraint (acknowledging the reality of my current portfolio weights) and going to a more concentrated "high conviction" portfolio, of which BYOT and ORPH would both be key elements at the moment, along with NTQ and SLN. I think the biggest risk I worry about with ORPH sitting at around 20% portfolio weight is of a serious adverse event in one of the challenge trials - which as well as being very unfortunate for the volunteer concerned would I think damage sentiment towards challenge trials in general and ORPH in particular. No advice intended.
pierre oreilly: My view with a once in a decade opportunity like orph is buy and hold. Get used to it hitting new highs, don't get orgasmic that you can sell at a new high of 35p or whatever. You'll be able to sell at a new high of 40p, and 45p and possibly 100p soon enough. (Well soon enough for me may others are less patient). A quid makes orph a billion dollar company. ( But that will be comprised of an orph price of say 50p plus a couple of spinoffs valued at 25p each in the short to medium term, just my view). Longer term I'd hope orph data dwarfs all these numbers.
Open Orphan share price data is direct from the London Stock Exchange
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