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Share Views Episode 9 - Early Stage Investment Opportunities


Valirx Share Chat (VAL)



Share Price: 7.00Bid: 6.75Ask: 7.25Change: 0.00 (0.00%)No Movement on Valirx
Spread: 0.50Spread as %: 7.41%Open: 6.875High: 7.00Low: 6.625Yesterday’s Close: 7.00


Share Discussion for Valirx


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johngilchrist
Posts: 7,783
Off Topic
Opinion:No Opinion
Price:7.00
RE: Half Year Accounts
Today 15:48
Though I bow to your superior accountancy skills. I only ever made stage 2 CIMA before I realised management accountancy was not the career for me. At which time I stumbled fortuitously into IT
 
johngilchrist
Posts: 7,783
Off Topic
Opinion:No Opinion
Price:7.00
RE: Half Year Accounts
Today 15:26
The recent YA deal was a post period event so wouldn't be included on the balance sheet.

There would have been a loss on the £1m equity swap from Sep 2015, which was pegged against a falling SP. But that loss would have been much less. Maybe a £500k derivative type loss at most.
MrBB
Posts: 900
Off Topic
Opinion:No Opinion
Price:7.00
RE: Half Year Accounts
Today 15:20
Isn't the charge the write if the sundry receivable,possibly from YA-ie a non cash flow charge but a write off
johngilchrist
Posts: 7,783
Off Topic
Opinion:No Opinion
Price:7.00
RE: Q2 next year
Today 14:17
let me randomly select a piece of string, then precisely measure it :)

201 is a peptide and peptides are notoriously toxic. However the 201 peptide is naturally occurring in the human body and thus seem completely inert. Thus the only adverse reactions seen have redness in the areas of injection, as one might naturally expect. The company has repeatedly said that it is working in-line with pre-clinical findings, which happen to have been excellent.

What we don't is the degree of efficacy seen. Though as all other therapeutic options either surgically or chemically castrate the patient, cause bone disease and mental retardation. I think its safe to say there is benefit to the patient over alternatives.

401 is a reformulation of respiridone, which is a psychotic drug used in lovely places like broadmoor to pacify patients. There is over 25 years of clinical data on respiridone, which means its safety profile is very well known, The affects on a neuro typical individuals seem negligible, so you don't get chemically lobotomized or anything like that. which obviously comes to mind. You gain weight, which happens to be good for cancer patients.

The risk on the 401 trial is that they are treating very ill patients, which might make observation complicated. Though you could have said the same thing for 201.
Swingy
Posts: 56
Off Topic
Opinion:No Opinion
Price:7.00
RE: Q2 next year
Today 13:48
Thanks . That will help me get the timing right. Good to hear about the funding. What are the risks / chances of success?
Thanks again.
Cacher
Posts: 4,888
Premium Chat Member
Off Topic
Opinion:No Opinion
Price:7.00
RE: Half Year Accounts
Today 13:34
Agree JG. CLN is a type of credit derivative
johngilchrist
Posts: 7,783
Off Topic
Opinion:No Opinion
Price:7.00
RE: Half Year Accounts
Today 13:16
Are CLN's treated as derivatives? We had $1m in CLN's to Bracknor for that period, but those were all converted.

My guess is that is the source. It's odd there wasn't s clear explanation.
Oldgimmer
Posts: 345
Premium Chat Member
Off Topic
Opinion:Buy
Price:7.00
Half Year Accounts
Today 12:54
Does anyone know what the £916K charge in the half year for derivatives was for? I can't see anything in their balance sheet that would warrant such a charge. It does seem rather a big hit.
johngilchrist
Posts: 7,783
Off Topic
Opinion:No Opinion
Price:7.00
SAR
Today 12:43
AIM is so frustrating with all this short term money. I'm sure that in a years time they will pass safety and earn another 28.5% share of say £20m.

Set your watches. 11 months from now SAR will no doubt surge.
scooby-doo
Posts: 971
Off Topic
Opinion:No Opinion
Price:7.00
RE: Q2 next year
Today 12:36
top man thank you




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