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Well we really need good results as we need a partner to take it to stage 2/3. Data so far and the preclinical data suggest it’ll do what it’s supposed to. It’s not just the actual value of 201 prostate. It would also demonstrate that Val can live up to the business model investors will have confidence they can deliver. We’ll obviously then have the upfront payment to secure the business financially to deliver the other indications from 201. Like endometriosis, ovarian and breast cancer, a lot of the safety data can be used from the first trial but some early trialling will be necessary as the other 3 indications are for females.
I’d be a bit disappoint with an upfront payment under 100m.
Lets be honest. A company should at least be worth the value of its net assets.
Do we really feel that the value of VAL's current IP is only £8m ? Absolutely not
What is the value of VAL201 after successful completion of phase I/II trials ? A lot more than 8m
What is the additional value of VAL201 in respect of COVID 19 licencing for hyperimmune patients ? We don't know but could be considerable if there is a positive response. Data from VAL201 trials will be used, which is very interesting !
VAL301 and VAL401 also add value, how much ?
Adding this all up will present an asset value many multiples of todays market valuation.
A good guide would be to see the total patents applied for and held around the globe?
For each of 201 / 301 and 401... ? imho
The market will value it just like it did with SNG a few weeks back.
And yes, £8m MCap will be more laughable than it is today
One thing is for sure, it won't be a £8m market cap company....question is, how do we calculate its value on successful results?
Mer400 - what do you anticipate seeing (SP wise) if 201 comes up trumps?
Mer400. Thank you for that. I am not a scientist. What you have said is very interesting. I had read about the lack of side effects and hadn't considered what additional benefits there may be. If this can be given earlier and its stops the spread of the disease it would be, as you say 'worth a fortune'
Even if this treatment has the same efficacy as the market leader it will be much more valuable as there are no side effects to deal with. As there’s no side effects the drug could be given on day one of diagnosis where as now they just wait and watch then they may use hormone therapy which has not very nice side effects.
If 201 is more efficacious and stops or slows metastatic spread it’ll be worth a fortune as every patient will want it
haha. No !
The reason I ask is because as VAL are the IP owner the VAL201 will become very valuable.
This is how these Pharma's work. They take several years to develop a product base and validate it in the market. During this time they have to survive and therefore complete numerous placings to keep them going.
VAL are now at the inflection point and have several drigs at advanced stages with sufficient capital to keep them going. The new strategy is to use SPV's to take projects forward whilst VAL will provide project management. These SPV's will add value to the product portfolio and ultimately the MCap of the business.
VAL201 may be a very valuable product to VAL in respect that it has multple applications
ST. Apparently their are not many prostate treatments around like VAL201. At what stage would a major pharma company start looking at these types of drugs. The next phase is II/III, so if the stage we have just completed is attractive is it likely that some much bigger interest may come looking for this and take it through the following stages to market ?
Would also be very interesting to hear how VAL201 is performing in respect of BC201 treatments for hyperimmune patients. The VAL201 seems to present a number of opportunities for the business.
When are the 301 results expected? Still not clear about 301 unlike 201 which seems likely September
still to many sellers who ever seller is
Looks like the 100k buyer is at it again. RNS coming soon.
Malenko. Maybe you won't break even. You never know. But you may exist VAL at a much higher price than it is currently. Better than cutting your loss here and investing in something that may only rise 10% with your loss. What you have currently in VAL may be worth many multiples in the not to distant future.
Mate if you ever break even ill be minted lol. Fingers crossed you break even fella ;-)
Hope the sky really is the limit, I need somewhere near £6 just to break even hahaha.
On AIM that is
£2 per share. That would be nice. Not unrealistic and has certainly happened before.
I need to find a good real time platform I was thinking IG as I want to get a DMA account
Mr N what platform do you use?
Sorry 15.01
Ha right in cue tucked up at 16.01. Come on that blue finish then another guess at tomorrow’s open.
Some did exactly the same thing over in zoetic we reckon they must have spent 300k on shares
That price will be history soon. It’s held steady all day. A lot of 100k buys gone through today, not to be sniffed at. Someone building a substantial holding.