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Valirx Share Chat (VAL)



Share Price: 1.775Bid: 1.75Ask: 1.80Change: 0.00 (0.00%)No Movement on Valirx
Spread: 0.05Spread as %: 2.86%Open: 1.80High: 1.825Low: 1.775Yesterday’s Close: 1.775


Share Discussion for Valirx


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Dracula1
Posts: 25
Off Topic
Opinion:No Opinion
Price:1.775
Sorry
Today 12:16
for dupli...
 
Dracula1
Posts: 25
Off Topic
Opinion:No Opinion
Price:1.775
RE: Were do we stand,
Today 12:15
I have not heard any news on the science side for a while. The only conclusion I can take from that is that there hasn't been any major upset. As some posters previously said if there was we would have been told. On that basis surely if 201, & 401, show that they are even 70% as good as they have seen in preclinical and leaving out 101,103, and all the others. All done with just circa £1.5 outstanding, doe's that really sound a disaster. Let us hope it means good vibes on 401 from Dr Suzi with her considering that she had seen enough . £1.5 approx loan will be very small fry to repay if we get any major interest. OH I nearly forgot all my own speculation of course take it or leave it.
.
Dracula1
Posts: 25
Off Topic
Opinion:No Opinion
Price:1.775
View Thread (3)
RE: Were do we stand,
Today 11:36
I have not heard any news on the science side for a while. The only conclusion I can take from that is that there hasn't been any major upset. As some posters previously said if there was we would have been told. On that basis surely if 201, & 401, show that they are even 70% as good as they have seen in preclinical and leaving out 101,103, and all the others. All done with just circa £1.5 outstanding, doe's that really sound a disaster. Let us hope it means good vibes on 401 from Dr Suzi with her considering that she had seen enough . £1.5 approx loan will be very small fry to repay if we get any major interest. OH I nearly forgot all my own speculation of course take it or leave it.
.
N902
Posts: 6,134
Off Topic
Opinion:No Opinion
Price:1.775
View Thread (2)
RE: Where do we stand?
Today 09:13
you say val market cap has been 3 million on average over 7 years.

in 7 years they have spent 20 or so million and are now on phase 2 trials. yet the company is still at 3m.

surely there has to be significant upside if the drugs work.
roses
Posts: 2,919
Off Topic
Opinion:No Opinion
Price:1.775
View Thread (2)
RE: Where do we stand?
Sat 23:55
Sorry, 25% should read 25% of the enlarged market cap.
roses
Posts: 2,919
Off Topic
Opinion:No Opinion
Price:1.775
View Thread (2)
RE: Where do we stand?
Sat 23:51
One other point I forgot to add is that VALs market cap historically over the last 7 years has been roughly 3 million. And is 2.75m as of today, So it's not expensive or cheap historically.
roses
Posts: 2,919
Off Topic
Opinion:No Opinion
Price:1.775
View Thread (4)
RE: Where do we stand?
Sat 23:48
N9O2 you said - "only way the share price will go down is through dilution "

I hate to be the be the one to break it to you but valirx has locked themselves into a death spiral funding arrangement that absolutely guarantees huge dilution, as has been evident since the day they first signed up with YA global a few years ago.

These companies make there money on a falling share price. That is their business model. Even though they are now in their third tranch, if they stopped selling now then they would end up owning over 30% and would have to make a mandatory offer for the reamainder of the company at the highest price in the preceding 12 months. YA have never done this before and won't in the future, so any sensible reasoning tells you there are many 10's of millions of shares still to be created and added to the pot and then forward sold to the market.

I like what the company is doing and I hope it succeeds. I was very bullish on the company in the past right up until the day they announced the first YA deal. I sold out soon afterwards and I'm glad I did otherwise I would be 97% down since.

YA still has £1.25 million (25% of the current market cap. ) yet to change into shares (plus interest and costs) and we still don't know if the cancelled/ postponed bracknor deal has ongoing charges associated with it.
On that basis alone we know ther will be a minimum of 35% - 45%. Further dilution based on the current share price.

If the share price falls any further then that percentage gets even bigger and inversely if the share price substantially rises and stays higher for more than 28 days then the percentage will get smaller.

Once VAL has announced they have ditched the death spiral model, or announced some seriously good news then it might be considered a buy, but until then, I will watch and wait. And honestly wish you guys well.
Bankfool
Posts: 198
Off Topic
Opinion:No Opinion
Price:1.775
RE: Where do we stand?
Sat 23:19
I totally agree about derampers on here. We have all seen the trajectory of the sp, it is madness to belive that the SP performance is part of a money making strategy. It is much more likely that negative sentiment (including my own) is born of frustration rather than anything else.
year1970
Posts: 2,573
Observation
Opinion:No Opinion
Price:1.775
View Thread (2)
RE: Where do we stand?
Sat 17:00
Not that long ago VAL mcap was better than SAR but thing can change very quick with just one or two great rns. I do not agree with anyone say that the current sp already priced in for failure, aim market very difficult to predict and yes I do agree that the sp could slight further if YA keep dumping the shares, YA did it before for months and it was really depressing, they are here to make money.

It was funny the other day someone said that some derampers were trying to talk down the share for their own benefit, I have been with AIM market for over 7 years and I must say for at least 2 years I haven't seen anyone trying to talk down this share for their own benefit, it was all the frustrations and if I was the director of the company I would have to accept some responsibilities...

Just hope val401 will come good but the main question is we don't really know when the trials would be completed or some great data available. Could be few weeks, months or years...
johngilchrist
Posts: 8,618
Off Topic
Opinion:No Opinion
Price:1.775
View Thread (4)
RE: Where do we stand?
Sat 13:53
It could easily slide further as we wait for news. YA are no doubt trickling their sells from the last conversion into the market.

Any sort of phase 2 clinical trial success is completely priced out just now. Which I find quite shocking.

I'll continue to hold and wait for the eventual pay day, but its not much fun to watch.

We're one of only 5 companies in the UK with an Epigenetics Drug Development platform
https://www.ventureradar.com/keyword/Epigenetics

Really annoyingly, we've kept it such a secret, they don't even list Valirx. Quel surpreeese




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