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Silly idiot forgot the link https://www.sciencedirect.com/science/article/pii/S0960076014001241

PS I wonder if Risperidone could be trialled on Alzheimer's patients? This appears to be describing the same basic function as VAL401

Ha, yeah VAL must have really upset someone!

Furry Termite Infection I reckon! Time for the old bug spray..

Anyway, where are we at with any new info? 401 I guess is doing its thing, 201 trundling along. Others quite some distance away

graking, the more unusual thing about Norway (besides having ~30% pure electric car sales) is that they are actually banning petrol/oil/diesel from their boats, apparently from 2025 all boats will have to be battery (or hydrogen) powered.

They already have a decent number of electric ferries.

True, as always it is very hard to definitively judge these things, frankly if UCLH are saying 'safe with no side effects' , a 50-70% reduction of PSA, that also correlates with imaging and patient outcome, which is more or less what the company is reporting at the moment, really you cannot ask for more*.

*except an end to equity raises, bags of cash, a Lamborghini and some high end escorts.

Hi Jinksy, going way back to December 2018, it seems quite clear to me:

https://www.proactiveinvestors.co.uk/companies/news/205610/valirx-hopes-to-expedite-partner-discussions-with-peer-review-of-lung-cancer-treatment-205610.html

Quote: As for VAL201, the company’s other clinical-stage compound, that has “performed extremely well” in its phase I/II prostate cancer trial so far, “Beyond it being well tolerated and safe, it is efficacious and works,” said ValiRx.

Roses, thanks for your polemic, are you are here in your official capacity as the saviour of AIM from pirates?

Interesting link showing the first two VW electric car plants, both on the German/Czech border, Dresden (25 miles) and Zwickau (50miles), that's a trend isn't it?

I have noticed VW electric cars being advertised more over Christmas

Depends how you look at it, it shows the FDA are reasonably happy with the use of risperidone in minors/under 18s, so you would presume they would be tolerant of issuing it to terminally ill older patients. In this case it appears this is the same drug but with a novel application method, whereas VAL401 is technically a mixture of risperidone + a fatty acid, I am not 100% clear how the regulators see the addition of the fatty acid, as this may well be in your diet already, I believe the phase 2b trial was originally intended to satisfy regulator concerns about an unusual reformulation and avoid a bigger 'surprise' in phase 3 studies.

Any particular thoughts on the rumours about our neighbours on the other side of the border in Germany?

EMH appear to be having trouble with the Czech PM, who does not want to play fair, it seems.

Fred, Luye pharma seems to be a longer term risperidone injection for the treatment of Schitzophrenia, they do not appear to have any cancer treatment plans in their PR.

It'll be interesting to see what (if any) product takeover is organised. The winds of the industry suggest the government is preferring a smaller payment/IPO/UK expansion model, which could be OK but wouldn't be the 'big bang' many are hoping for.

It's a crowded market and it would be unusual to see someone fronting up billions, perhaps hundreds of millions upfront at the high end of results & expectations, the cancer treatment market is quite congested of late with many new developments (especially CAR-T, HIFU, etc.).

I would personally like it if Woodford, Arix, Syncona or GSK got involved. Although the Americans would probably pay higher upfront values.

...as always, we need a marketable product first, and we're not there yet.

Ha! I did wonder what on earth you two were doing there, a decent explanation I suppose ;)

Nomlongu, what is the 'protein fragments' theory? This old cancer malarky is a complicated beast.

Orosur just seems a rather obscure, unprofitable Uruguayan gold mine. I was pondering how/why you got involved and started posting there?

Thanks for your input this evening Ratcliffe. Out of interest, what do you find most interesting about Orosur mining?

A cynic might suggest an unusual correlation between Scancell and Orosur mining.

In terms of cashflow, VAL401 costs are basically salary costs for Dr Dilly + basic running costs + any fees related to trying to sell/partner. VAL201 probably had some material drug costs, as they have been ramping production up.

Are Mystic making drugs for us now? VAL spend £3m in 2017 with two trials active and GM flying all over the shop. On historic rates, with 1 trial active they're probably spending £2-3m per year, so that should last into March 2019.

Interesting reading through the Harpoon Therapeutics IPO after floating through the Arix Bioscience fund, some quite neat concepts in there, I haven't delved particular deeply into the theory, but the headline ideas sound quite fascinating. I will probably wait until they get into phase 3 results before considering a buy

Yeah, I kinda figure that 0.75ish is a good low barrier for the moment, not quite sure how it'll break 1p in the short term with the overhang, but curious that a good RNS could end up at the 1.5-2p level short term.

Longer term, by the summer perhaps we could have 5-10p? Although past performance does have a frightening habit of repeating itself.