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Ells- was there an organised event with AZ? Do you have any more detail?
I believe the consensus is that we think 201 could end up in the hands of either AstraZeneca or Merck, they do look like the likely contenders.
301 is with the unspecified Japanese bio but Mark kind of hinted he can consider other options, as its been over 18 months now you would think 301 would also be close.
Any other thoughts on other possible suitors, this field is really dominated by giants...
Good morning everyone, hi jinky you know what they say about the pen being mightier than the sword, just thought that I would leave that thought with you. I had a look on here last night thinking that I was on the Val site, it was more like the Love Match site especially OB was giving it some. Good luck OB, hope it works for you.
Think your wasting your time to be honest Ells. Soon as this drops more buyers will come in as we already have such a low market cap.
Don't see the point of this effort because you achieve nothing as it will only go straight back up if it dropped a punny or two. It should go up and we know how fast it can move it can go up 5p in 30 min as we have seen a few times. Don't play with fire little boy.
Standard morning drop so bought another 13k
Nice to see an original post. Wonder if any grubby traders sold last night daring to think the sp could dip again. How dare they after all our experts on here shouted down that subject yesterday afternoon.
Let’s hope that pen has plenty of ink for the signing
Morning all
All potential new investors, Please listen to the link D-O has posted, it clearly states the expected deal timeline, straight from the horses mouth.. so to speak
Not saying your a horse Suzy :)
Off to work now…
OB
My post was removed ?
To all new investors please see link below Suzy speaking to Zac Mires..
https://www.valirx.com/news/valirxs-suzanne-dillys-sunday-roast-podcast-zak-mir
We have spent much time deliberating regarding what the 201 licensing deal for Prostate cancer may look like and I have every confidence this will make a material impact on the value here as discussed.
The market value size last year was $11.2bn USD and growing so the deal here should be sizable.
My gut feeling is that 201 will end up in the hands of either AstraZeneca or Merck. I could be barking up the wrong tree here. Suzy is probably laughing at me regarding this post if she sees it.
Equally however, it’s highly probable that 301 could also license within a very near timeline. Heck I wouldn’t rule out both 201 and 301 being taken on by the same partner. It is still a possibility. Mark has said they will review all options.
Meanwhile, the Endometriosis drugs market is just short of a $2bn USD market size with expected growth to $2.2bn by 2027 so we are looking at a serious chunk of change here also for a commercialised product, in this area
Endometriosis is a fairly common gynaecological condition and our 301 project has been under evaluation for over 18mths in Japan. Should the Japanese company decide to adopt 301 into their pipeline and we must be close now to some form of a decision, then there is potential for a global or regional licence deal.
Equally, if Mark secures better terms elsewhere then there is no guarantee 301 will go to the Japanese. It could end up with the same partner as 201 as I say.
It is Interesting that we are mentioned alongside some bloody big whales such as Pfizer and the Japanese Takeda Pharmaceutical Company as being at the forefront of the Endometriosis field. Although the market size potential is smaller than that of the Prostate Cancer drugs market, drugs competition is light. Ultimately the licensing deal with 301 will also likely be sizable.
The Deals on either 201 or 301 will firmly put Valirx on the map and a step change in the share price. IF both get secured, I wouldn’t rule out our SP quickly flying towards £3 or more. It really is that significant and this is before we even consider any of the others in the stable.
Looking really good here currently
GLA