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The previous trial was not done so well with low patient numbers and using lower dosages. Excellent results of 54.5% but as it was done at lower dosages the expectation is that the actual results of the next trials will be far better.
Note when these results were out for the trials, Adam added to his holdings. He once stated in his opinion he felt 201 would have a much higher success rate due to lower dosages used and as these would increase the success rate should increase. We know the peptide is safe. I think based on that he added.
In regards to value, TRX are initially paying Val about 2 million pounds plus 65 million odd if the trials are successful plus royalty payments which for cancer drugs are very large. The fact TRX are risking 20 million odd to do these trials give the drug significant value. You would have to compare against other companies running phase 2 cancer trials to know the rough value of the drug at this stage. I would say about 200/300 million for a phase 2 drug with trials funded and running. Only some of that would be factored into the market cap at this stage so 30/40 million given potential payments as well.
Your comment on what drug Val has taken all the way is irrelevant. This current BOD and strategy has only existed for three years. The strategy does not involve doing trials anymore but to bring in new compounds and get a deal at the pre-clinical stage. So far we have had CLX which appears to be a blockbuster compound.
Regardless of opinion at 10 million market with 301,401, CLX, lab with assets and 201 deal your looking at significant upside.
· The headline results released in the Company announcement on 28 September 2020 highlighted the response rate of 54.5%, where response was confirmed by a lack of disease progression by PCWG2 (Prostate Cancer Working Group 2) criteria. The dataset now received provides the detailed breakdown of this by providing both the PSA modulation afforded by the treatment, and the tumour response.
· The PSA data, a recognised surrogate of disease progression, shows two patients seeing a decrease in PSA during their treatment period, one of which maintained the decrease throughout the trial. An analysis of the doubling time of patients shows a statistically significant (p
· The tumour response data demonstrates that patients did not have an increase in metastatic lesions during the treatment period, and that metastatic lesions already present did not grow at all in two out of three patients, suggesting a positive influence of VAL201 on the disease.
Safety and Tolerability
The further breakdown of the safety data confirms the well tolerated nature of the drug.
Additionally, the initial pharmacokinetic analysis supports the safety profile in confirming the drug is processed and cleared from the body in the manner expected.
Hooray, the sausage will be gone shortly
NP. Just for further Info. Change the no In what I sent you to NCT02875340 you will get the last update on Val 401.
8 patients took part. Check out the results. As for Val 301 AFAIK IT's with a Japaneses Pharma since May 2020. If you are Involved in Pharma I would be very Interested In your Opinion of those results. IMO.
Dracula1:
Thanks I'll have a read
Phimx, If you want the last OffIcIal Gov Comprehensive Report on Val 201. Google, ClinicalTrialsGov NCT02280317.
08/Oct/2021. Scowl down a little to, Results Posted. Then to Participant Flow. 12 patients enrolled. It gives the amount that didn't complete the trial. Further down ALL particulars of the trial In the most comprehensive way.
ALL From the People that matter most. A Government Body. If you're considering Investing. It cuts away any Ramp and Deramp. It's well worth taking the time to read. IMO.
Happy Friday Guiders..
Did you get yourself on the telegram group?
OB
Patientinvestor:
For VAL201 there only appears to be 1 research paper cited on the Web site and that's 16 years old. Surely VAL have carried out some work in the last 16 years ? Is there any information in the public domain from them ?
Patientinvestor:
Another question I'm sure you can answer easily, you seem to be well versed in all things VAL.
From the website
" With our extensive and proven experience in research and drug development, we select and incubate promising novel drug candidates and guide them through an optimised process of development, from pre-clinical studies to clinic and investor-ready assets."
What drugs have been developed by Val's extensive and proven experience, to clinic and investor ready assets ?
Am I too late ?
Rightback/patientinvestor
Just point me to the scientific evidence that 201 is worth millions, surely there must be plenty since hundreds of investors here have poured a lot of money into buying these shares.
Two or three links will do. I'd hate to miss out.
Poundland pork chopper. What a first class 🔔 end
Some SHORT time holders are a lot richer this week. The rest will have to wait.
It looks like Euda has done right issue for val now .
If not next week the week after it will land to bank .
That is very different to saying TRX will not raise a penny for the last two years. Your story changes as news comes when your predictions are proven wrong. You know they have raised money and the merger will get done which will almost immediately get the funds released.
Porky, you made similar statements for resolution 4, July placing and a list of other events but despite being wrong so many times you just move onto the next thing.
We will find out soon enough but if you truly believed it then you would sit back and relax rather than posting day and night. Clearly you want us to sell or alternatively maybe you care about every individual on LSE.
Anyway enjoy your weekend for a change but no doubt you will post at 4am again.
Too true PI and still holding...bodes well for Monday
@pm2022
i will go one better
i will never post again here if funds land from thx in vals account before val come to shareholders for placing support.
as an added bonus i will also show my **** in poundland’s window if thx transfer any money to val what so ever before the end of this year.
you are 100% being played. it is not physically possible, even with heads of terms on a merger with full dd if passed and then going on to trying to raise funds it’s well outside of vals current cash runway.
as such val have no option but to request sh support in a heavily discounted placing. it’s either that or death spiral financing.
good luck
Put your money where your mouth is. Short the stock and show us.
Will you agree to never post if the merger goes ahead and TRX gets funding. No ifs or buts?
The answer is no because you know the deal will get done and Val will get funding and the SP will fly.
@PatientInvestor
You won't see a bean of cash from THX in 15 days - Guaranteed.
Amazing the poster has just fcked off on a flight? yea right, but fails to link to any prospectus or proof of any kind from ANYWHERE - Incredibly convenient that.
You are being played like a bloody Stradivarius - Just amazed that some are falling for it. I guess the desire for it be right is an over powering desire over logic.
Just sad, many will lose money over this pump....
Porky9 Premium Member
Posted in: VAL
Posts: 6,183
Price: 52.50
Strong Buy
Burying Some Myths - 25 Oct 2021 21:16
1. I have a vested interest in the business doing well. I am a shareholder; I’m adding to my position, and I have total confidence in the business delivering as outlined. I am not at T1 level but getting there.
2. Before I arrived at this forum this was possibly one of the most negative forums on LSE with historic shareholders doing nothing but moan 24/7 it was a god dam awful place to visit. It was certainly not a place to visit if you want to find out about the business. In fact, you were actively put off from investing Imo.
3. I have gone out on a limb to make as much noise as possible to bring attention to this business and attract new investors and I will continue to do so. I have continually kept reposting links and information in the hope that someone new visiting will pick it up and go onto researching the opportunity and hopefully join us.
4. The majority of the LTH could not even be bothered to ask questions of the new management team when they had the opportunity to do so. Why do I know this? Put simply I know who the bulk of the questions were raised by from conversations with fellow investors and frankly some LTH were so dam negative they couldn’t see any return here and simply didn’t bother.
5. Sentiment is finally changing, thank God, new investors are backing the business, the business is finally re-rating and the market cap of the business improving but it still has along way to go.
6. I have continually said that I believe fair value pre contracts is at the peer average 80p line 52m mcap and that I expect this to trade in the 74p to 85p until news breaks. On contract confirmation we will be well north of £65m mcap value £1 SP heading towards £130m mcap value £2 SP. That is my call. It has not changed since the start.
Now some here may not like my ultra bullish stance, I get that, but how can anyone somehow think that its in anyway acceptable for ells-13 to post here all weekend 22 posts on Sunday and today telling everyone to sell so that can try and get back in a few pence cheaper a good thing? It is not, it is damaging to this business. Further it is distracting for new investors visiting here who want to discover more.
Now unless you are shorting yourself or have sold out and want to get in cheaper, for the vast majority here that are long we want the company to continue its success and its share price to continue improving. This is my point. Why not shout about it, we have a lot of positivity here. All shareholders should get behind this great business.
Pork's
I think he'll give a few more updates from the departure lounge to pass the time
Porky Hi,
Learn to be more creative rather than copying the same posts every day.
It is not entertaining posting the same bs day in day out. Think of new create ideas to create excitement.
Telegram group Mr Jwollows ?
Just ask if so.
JW allows more room for pump on a wrong chat room, get the dude in that private group
As i say, no official news in three weeks, just hype, pump and BS on twitter, forums and made up on the fly to sucker in the gullible and gamblers. No links to any prospectus or proof. No evidence anywhere. Not long now to wait for RNS on the VAL discounted placing and EGM date. Clock ticking:-
I remain shocked people have been stupid enough to be buying any of this ramping UNPROVEN total BS. which "investment consortium" based "where" exactly that raised exactly how much "$$$$" in "private capital"
"everything points to....." "we have $$$$$$$ ready to deploy..." "oh thank you that's amazing,..." "Rodders we will be millionaires by Christmas....
What an utter, utter load of ramping tosh its ramping and hype off the scale.. everything points to a major ramp and pump of the best kind to ramp the share price to enable VAL to try and get their placing away at a better price before they run out of cash at the turn of the year. Good luck with that but clearly you can fool some of the people some of the time as the share price has been pumped to this ridiculous high of nearly THREE times its market cap.
TRANSFER THE MONEY ...... Oh you can't...its NOT there!
Alright then point me to the prospectus, show me exactly what $$$$$ has been raised and led by who and when and where the cash is on deposit "ready to deploy"..... Oh you can't....doesn't exist
Alright then at least point me to something that shows how many shares were issued and at what price and valuation the deal was completed at ........ Oh wait you still can't....
Alright point me to ANY evidence ANYWHWERE that proves where you have funds on deposit ready to deploy... nothing?
Alright point me to where the "Investment Consortium" is based a "lead investor" even... you can't. The whole thing is total Jackanory.
Its totally unbelievable that there are some falling for this crap...
This is just BS of the worst kind, i am accepting that if this potless two bit outfit THX, that hasn't been able to raise a bean in over TWO years, has missed countless promised timelines, actually persuades EDUA to merge with it, its profile would improve that aspect alone could take 6-12months BUT it would still as as the new combined entity have to go on issue a prospectus, new legal structure and try and raise in this market and this would take time, still has no guarantees but moreover WOULD TAKE MATERIALLY LONGER TIME THAN THE REMINING CASH RUNWAY VAL HAVE BEFORE THEY RUN OUT OF MONEY AT THE TURN OF THE YEAR.
Anyone mug enough buying now, will take one hell of a hit when VAL issue the proposed resolution notices for the discounted placing and the EGM date for a fact. I still stand by a 3p or 4p raise at BEST. We will find out very shortly as time running out hence the full on ramping to desperately maintain this hype bubble before it bursts.
Good luck with that.... PEDUAM KAFER SOTH
Pork's
LMOL - Wetting myself....
It's coming alright, the placing and EGM notice
Chance of cash landing from THX before cash runway runs out at VAL - ZERO %
Another baseless ramp from Jwallows, if he is Pat it needs reporting to the FCA for sure.