Member Info for BaxtersSoup

Thanks GMCC

LOL VF!

Lovely 3 year bowl formation on the chart up to £1.50.

8@D

Quite refreshing to have a breather and consolidate as it firms up the price. I expect warrant RNS tomorrow and 3-4p rise.

GLA

Just a reminder from December rns:
"The results appear, in advance of full analysis, to indicate that the VAL201 compound has a clear impact on patients with prostate cancer, as measured by PSA - evidence that is supported from tumour imaging (MRI and CT) in subjects. The compound has also shown it is very safe and has a high degree of tolerability, up to a dose that is in excess of the predicted dose and any practical therapeutic concentration."

Hit the nail on the head there!

One thought about the Japanese deal, is if 201 was no good, why use it in 301 and Why has it got the pharma interested? I remember Endo legions were significantly reduced up to 50%:

VAL301, the same peptide ingredient as VAL201, is being investigated for the treatment of women with endometriosis in the preclinical stage of development.

“The Company announced on 1 May 2020 that a Material Transfer Agreement was signed with an undisclosed Japanese pharmaceutical company, which is carrying out laboratory-based evaluations using their own processes to determine whether to enter a licensing agreement with ValiRx for further development of the project.“

PS someone said it was a distributor but clearly a pharma.

You too mate.

Oldbaldy, lol - quite right although champers on ice for September newsflow!

Indeed valuefinder.

Thats exactly why small bio’s want to license at PIII and get the sugar daddy to pay. Pl/ll is simply to prove up the theory and whey very few trials have ever more than 20.

Mathprof, why would you epect a bigger sample on Pl/ll?

Doesn’t add up and contrary to the norm at this stage.

Take DDDD as a godd example in the limelight.

Grace
His 3rd September post said he would be buying at sone point. On the 3rd September the SP was under 15p!
That is my guess why the negativity because the price has doubled and he didn’t buy l guess.

Why PYC Physiomics stock could EXPLODE higher in September 2020

Share Price : 8p
Shares in issue : 97m
Market Cap : £8m
Cash : £1m
Revenue : £0.8m p.a.

This comment (see Fig.1) was shared on VAL Valirx BB's this weekend

Clearly knowledgeable VAL investors are very bullish on the upcoming VAL201 Phase I/II Clinical Trial results in Prostate Cancer (due in next few days/weeks)

IF (still a big IF) VAL201 results are good they look like they will be in prime position to licence their VAL201 drug to a Big Pharma

THREE/FOUR MAJOR POTENTIAL POSITIVES FOR PHYSIOMICS from Valirx's VAL201 success

1. IF VAL licence VAL201 Physiomics are entitled to 'Share of ANY licensing income' (licensing income includes i) Upfront fees ii) Development Milestones iii) Royalties when drug goes on Commercial sale. This could be UTTERLY TRANSFORMATIONAL to Physiomics finances and business.
See Fig.5 for examples of Pharma licensing deal values. Any FREE share of those sort of revenues in event of VAL201 showing good results in Phase I/II and then being licensed to a Mid/Big Cap Pharma will be HUGE news for £8m Market Cap ; £0.8m revenue / P&L breakeven Physiomics.

2. IF VAL201 is successful it will have proven that VAL's approach of SRC Inhibition is important and successful this is likely to lead to
i) VAL using Physiomics modelling and simulation knowledge of SRC Inhibition pathways for further work on VAL201 or improved 2nd generation devleopments of VAL201, this may also mean more Modelling and Simulation work from whoever VAL partners VAL201 with

3. Physiomics success in Modelling and Simulation of the SRC Inhibition pathway may also mean other Cancer drug companies working on this pathway also come to Physiomics for help in developing their drugs. It is worth noting
i) The biggest currently selling Prostate Cancer drug is Astellas's Xtandi (about $2bn+ p.a.)
ii) Physiomics recently signed up Astellas (19th Largest Pharma in the World) as a client on a mystery cancer drug project

4. There are suggestions that SRC inhibition is important in other disease pathways. Maybe even Covid19. Could Physiomics knowledge of these pathways and work at the leading edge of Cancer modelling with likes of Merck and Astellas help Companies in their investigation of other SRC Inhibition drugs? Or Combining SRC Inhibition drugs with leading Immuno-Oncology drugs such as Keytruda/Opdivo ?

Fig.1 Grace83 post on VAL LSE BB

Fig.2 Valirx/University College London poster presentation on VAL201

Fig.3 Physiomics tweet in August mentioning VAL201 and their other work with Cancer drugs which are demonstrating potential COVID efficacy

Fig.4 Valirx CEO Suzi Dilly confirming that the Valirx-Physiomics revenue share agreement dating from 2011 remains in place

Fig.5 Potential Upfront Licence Fees Pharma Companies Pay in Phase I,II,III deals (2011-16)

Check out Stigologists post on the other site re: PYC and related to 201, very very interesting!

I’ll try paste it here.

Noise, always enjoy your posts.

Do you think 40% to 50-% is good and commercial along with being safe and tolerable and +50% would be a great result, plus stopping metastatic spread and doubling?

Well we have Viera’s £130,000 to put in the bank and RNS l guess.

Yes up to 2019, then new dog new tricks!
Massive cost cutting
New experienced board
Science has always been promising

Stach, lol deramping.......

Here’s part of his post 3rd September:

“Personally,I shall wait to see,who has any interest of taking our VAL-201 further before buying at the current prices.“

Missed the boat old boy at 15p?

Each time we have had a warrants update the price has spiked!

Quite, so 10 years money at this spend rate!