Member Info for Noise

I prefer an audio message recorded on the Valirx website than anything published on BRR Media or Proactive investors. At least you don't have to pay PR and marketing fees to leave a voicemail on your own website.

Thanks for correcting me, I had forgotten that Dr Suzy Dilly was the CEO of Valiseek/401.

"Advanced conversations", just a couple of days after a giant tree shake WHO KNEW THAT AIM WORKED LIKE THAT? I'll take Satu at her word. I assume advanced means more than tea and biscuits and includes a legal team etc. Is that a reasonable assumption? News and cashflow soon? $$$

I think I recall watching that presentation John

Hello Chelseaboyo, my key word being 'potentially', if it has a similar effect to abiraterone without side effects, I have personally interpreted that as a 'potential blockbuster'.

It's a pickle, isn't it? We know VAL201 is potentially a blockbuster. It has been safe so far (on a scale previously unknown in the oncology market). We know that the market would be potentially upwards of 300,000 (full spectrum of disease) per year @ a giant sales price (£25kpa?). Someone is rattling the market to spook investors, someone is sending dweebs to patrol the VAL board, Valirx started the high dosing schedule and is either about to announce a partnership, or fold. Red or black, mon amigos? The board dropped the request for further equity rises at the AGM. Either means a future EGM for funding, or funding is secured. Or a myriad of other ridiculous eventualities. IMHO. And for the love of god never take investment advice from me.

It's all good in many ways. Except when you get to the bit where some banker has to sign a $0.5bn cheque and can't evaluate the risks of the Czech's going full stupid. If they want $1000-2000 per tonne royalty or whatever then fair enough. I just hate watching the haggling.

What are the pros and cons of relocating anyway? I assume it's a faff for Aussie investors, possibly negligible direct effects on European investors. I assume it shifts the tax income from Aus to Czech. Does it affect membership of the EBA? How about applicability for EU grants? I'm London based, so in some ways it makes little difference to me. Unless they're trying to pull a fast one with re-incorporating and having to re-apply for their licenses.

Are they hinting if EMH was based/HQ'd in Europe it would get EU project financing? Is that why they didn't join the EBA?

Also, I would totally tingle if someone announced the long-awaited trial expansion and multi-site recruitment, I would probably kiss George if the ovarian/breast trials were announced. Spidey senses suggest something is going on in the background. So things are either about to get very interesting with a partner, or Satu will close off the company. Begads I thought I heard hints of a multi-site trial back in December. But can I be bothered buying more stock in one final purchase?

A �50m sign-on fee (with further milestone payments) would be a rounding error on the accounts of most major bios. If I understand correctly, under a 3+3 first-in-class drug dosing ramp up, Val would be entirely at the liberty of the regulator in terms of upping the dose. I suspect that little could be done to improve that, even with a GSK-esque chequebook, mainly because you have to be super. duper. ridiculously. safe. Even when they're terminal.

It is also noteworthy that the 'head of research' at Align Research is linked to that whole "master investor" / UK Investor show crowd. Are they just angling for more PR work/advertising at their crap exhibition?

On the positive side, if there are positive good things to come out of VAL, Satu has a conveniently sharp stick encouraging her to bring these things into the sunlight.

It would be hilarious if the Align newsletter is a sign that they've heard something on the gossip circuit and have an open buy order? Not that it would be entirely necessary, but so very, very funny!

Align, some ok points, rather peculiar time of announcing it though, smells a bit of 'forced leverage', references a valid commercial portfolio opportunity and clearly trying to put an inside man/woman onto the board. I recall Satu Morris and possibly the CFO each purchasing �10k of stock last year - I didn't hear them selling up? If not, that would be a minor (forgivable) error in the Align open letter.

I don't know. If 201 works, I have a paranoid delusion about who might buy it.

It wouldn't be the first time the bio industry behaved unethically. The way they went after the GC-MAF manufacturers was almost an absurb protectionist mafia racket. I have no idea whether GC-MAF actually works, but the Japanese had been using it since the early 90s with some success, so god knows why the pharma mafia (including charities) went on a negative PR binge crusade on it. It almost makes you paranoid....

A good point fingers, but so far Northvolt have contracted with the Canadian's for lithium, Nemaska Lithium if I recall correctly. Am sure Northvolt would be open to European supply at the right price in the future

I think it's just Keith staying quiet for a while and trying not to disturb the politics for a while. Politics resolves itself, he puts out a little notice to update people. They hired a DFS manager by Aug 2017, I would assume he has been merrily plodding along for some time now. He didn't get a title like that and sit in his bedroom for 10 months! RNS "16 August 2017 DRILL RESULTS AND APPOINTMENT OF DFS STUDY MANAGER ................. In addition, the Company is pleased to announce the appointment of Mr Craig Reimer as the Project Manager of its Definitive Feasibility Study."

TW was referring to the Valiseek partnering/IPO at that point wasn't he?