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Very many thanks Nomlungu and Teamhanz, what a very encouraging response. At my age a T/O would seem preferable but anything up front and the value of future payments would also boost the price.
Teamhanz very true "could see ValiRxreceive a combination of upfront, milestone and royalty payments; or an outright sale"
Morning Stumbler. It was a questions from an investor on the last Q&A and Dr Suzy's answer followed -
It would be great if you could please provide some details and thoughts specifically on the future of
VAL 201 to accompany the results release which I understand will be published before the end of Q3
2020?
Now that we have the headline results from the VAL201 clinical trial, we will be providing updates to our
industry contacts and taking a decision on the best route forward for further development of VAL201.
All possibilities will be explored with potential partners, including Joint Venture arrangements, which
could see a partner funding a larger trial in a ValiRx subsidiary; out-licensing, which could see ValiRx
receive a combination of upfront, milestone and royalty payments; or an outright sale, which would see
a one-off payment to ValiRx.
Stumbler
https://www.valirx.com/wp-content/uploads/2020/09/VAL-September-Answers-final.pdf
Agree Team, flip it! Valirx does not want to be a drug developer but a discoverer and pioneer IMHO. Leave that for the fat elephants, whereas VAL can be a speedy cheetah!
Hi Teamhanz; was your last paragraph a quotation of Dr Susy words? If so could you say it's origin?
The thing is they have specifically professed that the new direction of the company will be in earlier stages now, i think 401 was a different case as much more niche product to off load. If this is the route for 201 it kind of contradicts the new Valirx model going forward. I there for see this being out licensed or sold. Any other views on this?
To add to that i certainly hope it isn't black cat 401 style 'deal'. I hope it is either out licensing or an outright sale so we can finally get decent money coming in to stop the dilution approach!
Interesting reading through the Q&A thoroughly again. So this question was Put to Suzy, her response is very interesting as from this response i take it we may find out the deal with 201 on arrival of the Full results as she will be discussing the next stage with just the headline results in tow. Very interesting. Would be amazing if the Japanese company was the main leader for 301 AND 201. -
It would be great if you could please provide some details and thoughts specifically on the future of
VAL 201 to accompany the results release which I understand will be published before the end of Q3
2020.
Now that we have the headline results from the VAL201 clinical trial, we will be providing updates to our
industry contacts and taking a decision on the best route forward for further development of VAL201.
All possibilities will be explored with potential partners, including Joint Venture arrangements, which
could see a partner funding a larger trial in a ValiRx subsidiary; out-licensing, which could see ValiRx
receive a combination of upfront, milestone and royalty payments; or an outright sale, which would see
a one-off payment to ValiRx.
Collaboration agreement with Oncolytika Limited and Black Cat Bio Limited to consider the potential for VAL201 to be used in conjunction with other components for treatment of patients suffering a hyperimmune response after Coronavirus SARS-CoV2 infection. Dr. Dilly can we have an update?
Expect news this month on Val 301 and later next month on q4 update on Val 201 if it's confirmed success of phase 2... Expect £1 plus... imo
Hi vicjain
Exactly and that’s why I’ve had a top up today :)
OB
Since Val201 results and subsequent drop, positive newsflow has been lacking hence the lacklustre sp performance....news is due on a few fronts but it is just a waiting game....hope Suzi can bring some renewed positives soon...some good news will wake the sp up instantly imo