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Open Orphan Plc (GB:HVO)
LSE:HVO
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Open Orphan Plc (HVO) AI Stock Analysis

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GB:HVO

Open Orphan Plc

(LSE:HVO)

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Neutral 49 (OpenAI - 5.2)
Rating:49Neutral
Price Target:
7.00 p
▲(6.06% Upside)
Action:Reiterated
Date:08/07/26
Overall score is held back primarily by weakened financial performance (FY2025 losses and significant cash-flow deterioration) and bearish technicals (below key moving averages with negative MACD). The earnings call adds partial support via 2026 growth guidance and pipeline wins, but liquidity/order-book reductions and margin pressure risks keep the score in the lower range.
Positive Factors
Differentiated challenge-trial platform
Unique commercial human challenge models can differentiate the company from broader CRO providers and support specialist pricing. These capabilities also strengthen its relevance to vaccine and antiviral developers seeking controlled efficacy and immunology data.
Negative Factors
Severely reduced liquidity
The sharp cash reduction materially lowers financial resilience and leaves less capacity to absorb further booking weakness, fund investment or pursue acquisitions internally. Sustained cash consumption could increase reliance on external funding and constrain strategic flexibility.
Read all positive and negative factors
Positive Factors
Negative Factors
Differentiated challenge-trial platform
Unique commercial human challenge models can differentiate the company from broader CRO providers and support specialist pricing. These capabilities also strengthen its relevance to vaccine and antiviral developers seeking controlled efficacy and immunology data.
Read all positive factors

Open Orphan Plc (HVO) vs. iShares MSCI United Kingdom ETF (EWC)

Open Orphan Plc Business Overview & Revenue Model

Company Description
hVIVO plc (HVO) operates as a premier full-service Contract Research Organisation (CRO) focused on early-phase clinical development, globally recognized as the leader in human challenge trials. The company provides a complete spectrum of clinical ...
How the Company Makes Money
Open Orphan makes money primarily by providing fee-for-service clinical research to third-party customers (typically pharmaceutical and biotechnology companies, and potentially academic or governmental organizations) that need rapid, controlled ef...

Open Orphan Plc Earnings Call Summary

Earnings Call Date:Apr 15, 2026
(Q4-2025)
|
% Change Since: |
Next Earnings Date:Sep 15, 2026
Earnings Call Sentiment Neutral
The call balanced notable strategic and operational progress (diversification, acquisitions integrated, expanded lab and clinical capabilities, unique HCT models, renewed contracts and pipeline growth) against material financial headwinds in 2025 (significant cash depletion, order book reduction, cancellations, and margin pressure from non-HCT work). Management delivered a small profit, reiterated confidence in near-term pipeline (Traws Pharma) and longer-term pivot (ILiAD Phase III, guidance for high single-digit growth in 2026), but the company faces near-term liquidity and booking visibility challenges as it executes the diversification strategy.
Positive Updates
Full-year Revenue and Profitability
Reported revenue of GBP 46.8m for FY2025 and an operating profit of GBP 1.4m despite headwinds and net acquisition losses of GBP 1.4m, demonstrating underlying profitability in a challenging year.
Negative Updates
Significant Cash Reduction
Cash balance fell from GBP 44.2m at start of year to GBP 14.3m at period end, a decline of approximately -67.6%, driven by acquisitions, working capital and lower HCT bookings.
Read all updates
Q4-2025 Updates
Negative
Full-year Revenue and Profitability
Reported revenue of GBP 46.8m for FY2025 and an operating profit of GBP 1.4m despite headwinds and net acquisition losses of GBP 1.4m, demonstrating underlying profitability in a challenging year.
Read all positive updates
Company Guidance
Guidance from the call highlighted that after a challenging FY2025 (revenue £46.8m; profit £1.4m despite net acquisition losses of £1.4m), the company finished the year with £14.3m cash (down from £44.2m) after using ~£29m of cash (core £15.4m, inorganic £14.5m), generating £10.4m from operations and spending £1.4m on PPE; the order book was restated to £30m (from £43.5m) under a stricter CTA-based recognition policy (SUA→CTA lag 5–12 months). Management expects HCT’s share of revenue to fall from >85% in 2024 to under 50% in 2025 (i.e., >50% non-HCT going forward), sees a 50% increase in new proposals in Q1 2026 YoY, has signed the Traws Pharma HCT (up to 150 subjects, majority of revenue in 2026) and is near-finalizing a multiyear ILiAD Phase III whooping cough HCT (majority revenue in 2027), and forecasts high single‑digit revenue growth in 2026; other metrics cited include ongoing Phase I wins typically £0.6–1.0m each, Cryostore revenue £0.8m, German clinical trials £12.3m, variable cost rates roughly 15% for HCT and 25–30% for clinical trials, ~200 beds, and a 350,000-strong volunteer database.

Open Orphan Plc Financial Statement Overview

Summary
Financial statements point to a sharp FY2025 deterioration: revenue declined, profitability swung to a sizable net loss with gross profit turning negative, and cash flow moved to deep negative free cash flow. Balance sheet leverage had been moderate, but FY2025 shows higher debt and a notable equity drop, reducing cushion if weakness persists.
Income Statement
48
Neutral
Balance Sheet
64
Positive
Cash Flow
41
Neutral
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue46.77M62.73M56.04M48.48M36.86M
Gross Profit-6.12M62.73M10.41M4.00M35.90M
EBITDA4.31M17.80M14.02M2.70M3.07M
Net Income-5.99M10.65M16.11M-776.00K-74.00K
Balance Sheet
Total Assets71.81M88.89M83.23M51.38M42.27M
Cash, Cash Equivalents and Short-Term Investments14.30M44.18M36.97M28.44M15.69M
Total Debt14.79M12.90M12.53M2.30M3.15M
Total Liabilities33.66M44.22M48.90M31.16M21.59M
Stockholders Equity38.16M44.67M34.33M20.22M20.68M
Cash Flow
Free Cash Flow-14.80M7.88M12.06M14.62M-2.30M
Operating Cash Flow-13.40M10.34M17.24M15.98M-1.56M
Investing Cash Flow-11.90M-660.00K-5.18M-1.36M-739.00K
Financing Cash Flow-4.56M-2.40M-4.70M-1.83M-1.20M

Open Orphan Plc Technical Analysis

Technical Analysis Sentiment
Negative
Last Price6.60
Price Trends
50DMA
6.86
Negative
100DMA
7.36
Negative
200DMA
7.15
Negative
Market Momentum
MACD
-0.02
Negative
RSI
44.91
Neutral
STOCH
33.21
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:HVO, the sentiment is Negative. The current price of 6.6 is below the 20-day moving average (MA) of 6.68, below the 50-day MA of 6.86, and below the 200-day MA of 7.15, indicating a bearish trend. The MACD of -0.02 indicates Negative momentum. The RSI at 44.91 is Neutral, neither overbought nor oversold. The STOCH value of 33.21 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:HVO.

Open Orphan Plc Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
56
Neutral
£16.42M-3.83-16.18%13.04%15.88%
52
Neutral
£322.73M-7.84-2929.47%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
49
Neutral
£45.78M-7.44-14.65%3.01%-25.43%-155.41%
44
Neutral
£14.39M-8.16-210.32%-11.43%23.40%
42
Neutral
£15.46M-0.29-451.74%33.37%86.41%
40
Underperform
£13.01M-3.75-135.35%13.42%65.63%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:HVO
Open Orphan Plc
6.55
-3.15
-32.47%
GB:AVCT
Avacta Group plc
73.00
18.00
32.73%
GB:IXI
IXICO plc
7.50
-4.50
-37.50%
GB:OBD
Oxford BioDynamics
0.12
-0.31
-72.62%
GB:FAB
Fusion Antibodies Plc
11.75
-3.75
-24.19%
GB:APTA
Aptamer Group Plc
0.38
-0.73
-65.91%

Open Orphan Plc Corporate Events

Business Operations and StrategyFinancial Disclosures
hVIVO Sets Date for Interim Results and Schedules Analyst and Investor Events
Neutral
Sep 4, 2026
hVIVO plc, the global leader in human challenge clinical trials and a full‑service clinical development partner to major biopharma companies, will publish its interim results for the six months to 30 June 2026 on 15 September. The company op...
Business Operations and StrategyM&A Transactions
hVIVO expands into dermatology and women’s health with acquisition of CRS Berlin
Positive
Aug 27, 2026
hVIVO has acquired CRS Clinical Research Services Berlin, a specialist Phase I/II unit focused on dermatology and women’s health, in a deal structured with a nominal upfront payment and a three-year revenue-based earnout. The Berlin site, wh...
Business Operations and StrategyFinancial Disclosures
hVIVO Orderbook Doubles as Second-Half-Weighted Revenue Drives Growth Outlook
Positive
Jul 23, 2026
hVIVO reported first-half 2026 revenue of £16.3 million, down from £24.2 million a year earlier, and expects 2026 earnings to be heavily second-half weighted, with adjusted EBITDA turning positive in H2 after a negative mid-single digit ...
Business Operations and StrategyRegulatory Filings and Compliance
hVIVO appoints Grant Thornton as new auditor after tender
Positive
Jul 13, 2026
hVIVO plc has appointed Grant Thornton UK LLP as its new auditor following a competitive tender process, replacing Gravita Audit II Ltd with effect for the financial year ending 31 December 2026. The company plans to seek shareholder approval to r...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 07, 2026