Member Info for Noise

Man, is that a treeshake or an asteroid.

Lol, it's one of the little understood parts of the banking system, but if you have DMA access, you can buy stock during the night and including 7-8am. I've always thought that was a banking cheat for big banks who can read RNS at 7am and buy stock from perople with orders already on the system.

Tomorrow morning will be eye opening.....

5mg dose happened, I have the presentation somewhere. Was this the rumoured "accidental overdose", perhaps it was meant to be 4mg?

I have to admit I traded 56p and bought back at 50p.i I was worried it might collapse at one point but it stayed up quite well in the end.

I am full bullish about Monday morning. Long or trading, I think it'll be fing crazy!

Depending on the results there's 3 strategies: if it's terrible or woolly: sell. If okish and commercialisable: sell on spike. If great: trade and hold 2 weeks :)

My guess: lovely buying opportunity 2pm to 4:30pm

Monday morning: chaos, with the usual backtrace at 12:25 for lunch ;)

I think it's a technical drop today, huge amount of noise and steam gone into the trade in expectation, now there's a slight calm before the storm, as anyone who was going to buy is here, the traders will follow the trend, perhaps today will be + - 10%, but I'd expect Monday morning to open up higher as the speculation becomes intense.

Does that make sense? It's all about the mindset and timing of when people buy.

Well, they would make sense, Astellas primary business seems to be oncology, with multiple clinical trials relating to endometriosis & the menopause.

The interesting bit if they are interested in 301, is that they are quite well funded and known to buy assets outright when they want a product.

I wonder what the specific PYC connection is.

It is fair to say that PYC has a royalty share agreement on VAL201 (1% ish?), and PYC (despite having 70+ customers) were tweeting about Valirx in August 2020, around the same time PYC announced their new "immuno oncology" contract with Astellas (a Japanese major pharmaceutical).

It is not a giant leap, but is definitely lodged in the "rumour mill", that Valirx announced in May 2020 that they had signed an R&D contract with an undisclosed Japanese global pharma. It would make plausible sense if that company also wished to evaluate VAL201/VAL301 with the same PYC software model, which may explain why the PYC Twitter-droid was posting about Valirx. (without being allowed to be specific).

Admittedly, PYC had just issued equity and were probably trying to drum up punters to buy their free printed paper/confetti.

It would be lovely if this all just came together, and VAL had a partner for both 201 and 301. Because frankly, if they have expanded on the 4mg dosing results in 2018, this drug is worth billions.

Out of interest, am I correct, that Valirx own 100% of VAL301? I believe we filed the patents for endometriosis, but I have no idea if the original Italian research team, or CRUK, have partial ownership of 301?

Haha, yeah I have not had many 10x baggers in my life (only two, and technically this trade dropped 80% before it came back).

My only other 10x bagger is EMH, largest lithium mine in Europe baby! Been in that play since a random punt in 2016. At one point a 7p entry point had become an 85p play and I was positively frothing at the mouth. The politics are a bit weird on that share, but I think the fundamentals are incredible, if they can avoid getting shafted by the local government.

Yes, I think it strained & pulled back there for a second

That seems over now, back upwards trend to 58+p now

Has someone got the link to the table showing a 40% average reduction in PSA/prostate cancer from 2018?

I can only find the earlier TAT conference graph, showing it reduced tumour growth.

64p trade. Mm

This morning...

Trend is friend..!

Man the cannons & make sure pool's closed.

Opened up at 62p

I'm also intrigued as to how Suzy will present the data. She has a more curious mind and will hopefully include a lot more specifics. Satu was always vague snd fluffy with her RNS, leaving more questions.

My guess is today will be another 15-30% up day. RNS Tuesday.

Prostate is a curious market, uclh have some good 3d imagine and laser burning tech, but if 201 works reasonably as per pre clinical and 4mg dosing, it is a £2+bn drug. Would VAL get 5-10% royalty?

I know who my ideal partner is. TBC!

Well yea, nothing to be excited about though is it?

It's 12:25pm and some traders take profit & head for lunch. Back at 13:30!

I find it unusual to think they would release them on Friday, CEO said by 30th September & they are quite busy moving into their new office (yesterday).

My guess, Tuesday morning or midday RNS. If the market likes what it sees, it will be fiesta time & £2-3 spikes are broadly possible. I suspect it might fall back slightly after the initial spike, but we'll see. If results are "just OK, but commercially useful", perhaps it will hover around £1.

BWahaha. Feed the algos with positive sentiment for their analysis ;)

BEST SHARE EVER! GOING UP! SO HAPPY! GREAT NEWS!

(I am only half joking).