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Ah well, I suppose there's always next week
Good On Suzy for trying. She does make an effort with us.
Just hope a deal lands or share price goes up before a required cash call as a cash call at this price would be devastating. Not a sensible comment on twitter in my opinion we just have to be more patient.
Is Hansen Holmes on Twitter the scarlet pimpernel itsallrigged
https://twitter.com/valirxplc/status/1423649962563416067?s=21
Everyone from the cleaner, to the CEO, will have to "buy-in" to any deal for 301, in Japan. NtD is spot on.
No one will want to make a decision, so it's no surprise that it's taken an age.
Someone else could still take it (hope they do tbh, in a slightly childish two-fingered salute). The fact that (I assume) they've not allowed VAL to give any meaningful update to the shareholders, in the form of at least a scheduled interim update, is pretty poor in my view. As a public company, they should understand the necessity of providing material shareholder updates. I do understand that the management have progressed it to a point, in the meantime, but it's a shame that it hasn't already completed a Phase 1.
That being said, the management are stuck firm in wanting 201/301 to partner/outlicense, whereas they are going to push 401 themselves, with finance. They have a comprehensive argument for wanting to do this, and it is a solid rationale in my view. If they weren't confident in this, then I expect that external funding would already be secured to develop 201/301 in house.
Hey up were blue tha no's........ translation given on request.
Afternoon all.
I like this deal in the wings awaiting sign off - I’m my non drug industry experience Japanese companies are the slowest at counter-signing deals - maybe it’s our 301 strong silent partners biting at last
NtD
Agreed. We all have opinions but just applying logic. Maybe the reason for the silence as they don't want to risk causing damage to any deal that may have been accepted. Can take weeks before it is finalised. Could be wrong though.
It has been ongoing for a while now so surely we are at that stage now and if not then probably no deal which I doubt given all the positive statements made.
Pm
I believe you are correct.
You can be part of team glass half full. Iceman is captain.
*like
With all due respect PM, opinions are a**eholes. Everyone's got one ;-)
I think they said something about the types of patients that can be used in the trial and that it was useful information during the live Q and A.
I wonder if they were able to determine the max dosage though. Also for PYC to have taken this project they would have had a good idea as to how to add value in order for Val to agree to the 6% and would have done some basic work first.
The deal could already be done but needs to go through various channels first before being formal. My guess is that it is all done.
No, which is why I find that strange. Nothing price sensitive and why would you not be shouting it from the roof tops if, like you say the desired outcomes have been achieved. Unless the radio silence is due to the fact that the deal is being completed as we speak, hence no Q&A as an announcement is very near? Who knows.
Cheers TH. Was there any mention of the PYC work achieving the desired outcomes?
Agreed, PM2022. Essentially goes back to what Rhubarb was saying yesterday re trust and taking comments at face value. I remain confident patience and a bit a nerve will be rewarded.
awww yes but she also clearly stated that the 'clinical' work has been completed. 201, free to share completed pyc work. 301 and bc201 will continue to be analysed until the end of that work. 201 is ready to be partnered.
Just had another read of the June Q&A in reference to the PYC collaboration. It was reiterated that this is a nine month piece of work and not split into project areas. Maybe sign off of this will be required to rubber stamp any deal.
Also more recently it was said people should ask how confident they are they will get a deal. That suggests to me they should have some deals or were/are having very serious discussions with multiple companies.
I suspect that the deal we will get will be enormous compared to our current market cap.
They did say that. My assumption is that they still have numerous offers and with the PYC work they are trying to get a brilliant deal with a good upfront payment. They have never put doubt as to any difficulties getting a deal for 201 so I suspect this is ongoing with multiple offers/discussions. Also I feel without interest last year would PYC have committed to the work they are doing.
Big difference between a bad deal and a very big one but either one should see an increase in SP.
I'm pretty sure (will check later today) it was said in the December 2020 webcast, that VAL would pick the best offer for 201. Suggesting multiple offers were on the table. WTF has happened since then? All offers now off the table following the PYC work?
In that same webcast it was also mentioned that VAL had already been talking with prospective partners/buyers before the preliminary results were out. So I think it's safe to assume both 201 and 301 discussions are over 12 months old.
The product pipeline is blocked. Nothing out, nothing in. Is it blocked because candidates aren't as good as we think they are?
Not sure what type of storm it is but I do know it’s been another poor disappointing week
Agreed
Just unsure if it’s a golden sand storm or sideways hailstones.
Either way so be it.
Some good posts today, I would like to think I’m as loyal as a jack Russell terrier, however even jack Russell’s don’t last forever… :(
On a positive note this does feel like the calm before the storm, anyone else have the same feeling?
OB
Many a million has been made in a hunch folks, and this being also a good cause type of one would make you feel doubley warm inside (that’s not a word but it should be). And better us to be at 5/08/21 than 5/08/19. Everything comes to he who waits.
Messi to Burnley 2025 !
turns out successful.
Keep the faith