My 201 Deal Theory26 Oct 2021 16:59
First off what a great response from the market following a stop loss raid this morning!
I went through the Twitter profiles of Mark, Kevin, Suzy and Valirx looking for Pharma profiles which they followed (3 out 4 actually was my criteria). I discounted any biotech pharma with Mcap less than £100m as not being able to afford to take the drug through phase 2 and 3 clinical trials.
This left a surprisingly short list.
I then looked at the last 6 months tweeting and linkedIn history for posts which had been liked or retweeted either way.
AZ was the winner with Merck in second place.
For me the key supporting piece of info comes from a lady called Susan Galbraith. She has liked Suzy or Valirx's posts and visa versa. She is the Executive VP of Oncolgy R&D for AZ. This is the only senior member of a major pharma to have interacted with Valirx or Suzy on LinkedIn or Twitter.
She is one hell of a heavyweight taking a professional interest in Valirx and Suzy.
If I am correct, the prestige of a partnership with AZ would quite simply revolutionise the fortunes of little old Valirx. Combine that with £5m upfront and this will multibag from here.