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Morning all - sorry i am a bit late to the board today - didnt sleep well - my usual dreams, but thanks to sharedealer123 all the beavers had teeth - :0
"Game of poker that i feel Suzy and the board are playing very well and giving us all the information we need to hear through this PYC RNS without breaking any rules. That's my take on it, so more than happy to wait and build until then."
Teamhanz,
This aligns with my thinking also.
You would have to ask why PYC is prepared to put their resources into this, if they didn't consider they will earn in the future from their work?
It's a huge commitment from them, so they must have evaluated the risk/reward especially as they have worked with VAL for quite a while.
As far as potential partners are concerned, my view is a good deal is dependent on more data, based on the latest results, hence why VAL and PYC are working together to provide it.
As you said, this could actually potentially arrive at any time, depending on what data the potential partner actually needs to initially commit.
Thought I'd pop in and say hi as we're a little quiet on the western front :o).
Teamhanz I agree with what you've said, its given details as such without giving too much information incase they are unable to. It's just a waiting game.
The only thing that upsets me a tad about the waiting is that from the p2 data it looks like so many people could have their lives extended if 201 was available as a matter of course and tbh that infuriates me more than the share price action. I just feel so many people are missing out on something that is so beneficial
But other than that I'm all hunky dori :o).
Hope you have a nice evening folks
I feel we now know that PYC will have until November the 15th to carry out the extended work for 201 which will benefit 301 and bc201. They have stated that PYC will receive 6% but capped at 6m. That tells me that they are potentially valuing 201 at 100m + hence the 6m cap. Suzy also stated that PYC will be letting them know data as they go along. November was the data the FULL study would need to be completed. What if a partner is in the wings, needed a little more proof before they commit. That could come at anytime. Also PYC will be looking into 301s course of action. Again done by November. Kind of gives the Japanese a time limit now to decide too? I think the BoD are being extremely savvy. I think we can expect someone to show their hand for 301 or 201 between now and November. Game of poker that i feel Suzy and the board are playing very well and giving us all the information we need to hear through this PYC RNS without breaking any rules. That's my take on it, so more than happy to wait and build until then.
Sorry forgot to choose
Obviously a beaver without teeth!
Afternoon all
Sharedealer
I take your point:)
I just feel questions regarding timescales, any received offers and science would be preferable...
When it comes to medical science, I’m like a baboon with a Rubik’s cube, and that’s probably a bit unfair to the baboon.... Maybe someone has some good technical questions?
Just a thought.....
Trying to keep positive in the quiet spell :)
Good afternoon all.
A tad quiet here today, steady as she goes eh.
£13m mkt cap for a company which could be in the bring of a huge deal with another pharma is beyond belief for me. Many other pharmas not even as far into the development as Val is have market caps significantly higher than Val. I added some more here at 20.5p, so looking forward to what March has in store for us
I’m pretty sure we will turn blue one of these days!
OB thanks for the reply. The potential of Val is massive . Need to work on my average,
Gilders
I refer to your 17.32 post.....
Remember it’s what you do with it that counts chap ;)
All in all no “unpleasantness today” so that’s good! obviously the sp is a bit “lack lustre” :( to be expected until we get some news that carries some weight, I guess.
Has anyone got any killer questions for next month’s Q&A something with real substance? Something we could look forward to hearing answered? .... you know something positive
The “science minded amongst us” could probably conjure up some decent questions?
Any thoughts ?
OB :)
The wording was a bit different for whatever
No it does not mean that. It is just an update on the total number of shares in issue.
The RNS refers to warrents which simply means that the conditions of actioning those warrents has been met and the right to excise those warrents has been made.
Somebody has to declare their holdings, I only have a small holding
So what does todays RNS mean? Does that mean there's more money in the bank? Sorry if it's a stupid question..