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“This is a funny bulletin board” – For once we agree, Nick.

Where else can you witness the non-invested posting thousands of times trying (unsuccessfully) to supress the SP. It was inevitable you’d be back - I’m surprised it took you so long.

You may be a successful trader Nick, but let’s face it, you are clueless on the science.

As regards Afzal dumping at 0.45p, I’m sure there will be trading but you overlook the fact that the SP has risen from 0.22p on NO NEWS. A few may exit for a max 100% profit but the newsflow hasn’t even started yet. You mentioned Ambrose and AZN but completely ignored the other 6+ RNS’s likely over the coming months. Would you have been happy with a 100% rise on IMM over 10 days, rather than the 800%+ those who waited 3 weeks achieved?

The beauty of an RNS is there is no heads-up - it arrives out of the blue. Those already in get the benefit, the rest scramble to get on board at the higher SP.

Maybe put your climbing boots on, Nick.

"I just can't abide negativity, can't stand it at any level. I can kind of get it if it’s to put off investors to try and get a cheaper price, I don't agree with the practice, but I get it." (posted by Porky - 30/10/21)

Porky - An ethically bankrupt hypocrite, with the moral backbone of a jellyfish in a blender.

Aside from the steady stream of news that can land at any time, several indicators suggest everything remains firmly on track. The CEO becoming the largest shareholder with 7.4% of the company is a strong signal — no-one takes that kind of position on a whim.

Following the recent placing, Mark outlined how the £902k proceeds would be allocated. Despite fearmongering by the usual clowns, operating costs only accounts for a small percentage of the allocation (£250k), prob because Mark has already indicated where income is forecast over the coming months - initially from PredictRx and Patient Derived Cell sales. Inaphaea typically get £10k per PDC cell-line upon commercialisation, plus commercial rights entitlement – and Inaphaea holds hundreds across the whole cancer spectrum. Inaphaea also holds a range of CAFs (Fibroblasts) which command around £6k per vial. Mark has confirmed a “relatively large” pipeline of PDC interest.

Another overlooked aspect is that Val is being paid upfront for lab work related to the progression of VAL401. Critics may downplay this deal yet examine the calibre of recent recruitment within Ambrose (ex AZN managers). This deal has a lot of mileage and 576000 Ambrose shares with clinical & milestone payments of up to £16m in Valiseek (of which Val owns 54%) is hardly petty cash.

Mark is also negotiating for further grants, the latest being £250k to further develop Inaphaea’s in-silico spheroid modelling platform. In the Inaphaea update RNS (18/9/25), re the Dominion repurposing ‘top 10’, he confirmed “initial commercial discussions with potential licensees as well as application for non-dilutive grant funding to support further development of these and other assets”. Few Biopharma CEOs demonstrate a deeper appreciation of the grant landscape, particularly in drug development.

It’s also worth noting that once the bid price passes 0.60p, warrants will inevitably begin to be exercised, with another wave expected around 1.45p — both adding to the ‘pot’.

The main outlay (£400k) of the fundraise is earmarked for “the future collaborative pipeline”. Hardly the action of a commercial-savvy CEO concerned about future financing. Mark has even set up an Advisory Board (AB), specifically to explore areas for expansion and oncology opportunities which may previously been overlooked by the company. The AB is small but highly qualified, blending scientific expertise with industry insight to ensure Val meets pharma standards and commercial viability.

While all the above provides welcome income, the main investor focus will always be on potential early partnering for CytoLytix and/or the Blue Ribbon Bio SPV. Either could propel Val into SP double figures rapidly.

Finally, a quick rundown of other offerings due updates shortly: new patents (CLX, 201 & Dom), Altus evaluation, StingRay, CLX formulation decisions, Ambrose/401 funding news – has there been a biopharma in recent years with so much po

Great to see multiple green bars. You just know the naysayers are bricking themselves….and that’s even without an RNS.

Once news starts coming, tears will flow in the playground.

Latest odds for next Val RNS:

Further CLX/201 patents -11/8 on, Dominion repurposing update - evens, new evaluation(s) - 7/5, more TR1s 3-1, Inaphaea income (PredictRX) 4/1, acquisition announcement - 6/1, StingRay SPV - 8/1, Inaphaea income (PDC sales) 10/1, non-dilutive grant funding -12/1, Altus update 14/1, early CLX partnership confirmation -16/1, Dundee Uni pro- senescence update - 20/1, Ambrose/401 funding news 25/1, Porky to replace Gerry D as CFO -10000/1.

Please note, all prices are subject to change.

# After heavy betting, Porky has now tumbled to 9997/1 #

“Do we really think that there is enough work to do to pay out salaries inc £100k to a non-scientist who has brought in zero revenue?”

Mark Treharne – “a nice guy who is good company but has no scientific knowledge and only ever worked at a bucket shop broker!” (25/3/25)

Wow, sharpen those fingernails, Nick! LOL.

In the June webinar, Mark confirmed Val’s mission statement: “To identify & progress higher quality assets for licencing”. The company’s focus is on those compounds/activities which can be monetised ASAP and early partnering. On that score, Val has several opportunities.

Whenever ‘partnering’ is mentioned, the immediate association is with CLX. A natural assumption when the CEO states: “ValiRx is in discussions with several potential PARTNERS to progress CytoLytix, including a major pharma”. However, this is not the only asset which may be in line.

Blue Ribbon Bio RNS (26/8/25) – “By ringfencing these assets in a portfolio approach, we believe that we can create significant value and attract PARTNERS for clinical development." VAL201 forms the backbone of this SPV but the extended package is likely being tailored to align with the needs of a Taiwan consortium. “The termination follows notification by TheoremRx of a decision not to proceed with an amendment to the LOI to return the territory of Taiwan.…” (3/4/25 RNS)

Another opportunity is the Dominion repurposing top 10 (RNS 18/9/25): “We will be developing a data package for these assets based on PDC profiling, initially in Ovarian cancer, and our new in-silico clinical prediction and precision biomarker approach for patient selection with TwinEdge providing a virtual clinical trial data set to take forward into PARTNERING discussions”.

In each case, a long patent life is the key to these deals. Partners will not commit until they are confident that they have that security blanket. We are already overdue further patent news as per the 1/9/25 RNS: “….additional protection is sought for new inventions currently under validation. Further details of these improvements will be released once the corresponding patents have been filed”, and “we expect to strengthen our portfolio with new filings in the coming weeks”.

The above was RNSd over 3 months ago! Once Val issues confirmation of patents, the fuse has been lit – let the fireworks begin!

In June last year, Val announced a licencing deal with Ambrose Healthcare for VAL401, a treatment primarily targeting pancreatic cancer. Valirx will receive 576000 Ambrose shares with clinical & milestone payments of up to £16m in Valiseek” (of which Val owns 54%). The news was a welcome surprise for holders, many of whom had long written off 401.

Prior to CytoLytix, VAL201 was Val’s most promising asset, a peptide targeting prostate cancer, a virtually untreatable cancer. Following impressive testing results and confirmation Val was in discussion with potential licensees, in 2021 the SP soared to approx. 60p. The CEO then opted to sign a Letter of Intent with TheoremRx, an unknown US start-up - a decision which ultimately saw the SP slide to its current level. After years of stalemate, Mark finally drew a line in the sand, terminating the deal last April.

However, while announcing the termination Mark added “VAL201 will be moved to a prostate cancer focussed special purpose vehicle within ValiRx and plans to file IP to extend the patent life. The Company has received interest from a new consortium regarding the asset…”

Prior to the termination, Mark gave TrX an ultimatum: remove Taiwan from the LOI, and pay to retain exclusivity. Since then, Mark announced “Other aspects of 201 which were pending the outcome of TrX discussions are currently on hold, they all will benefit from the additional work we are proposing to do on 201”. The natural conclusion is that the interest from Taiwan remains. With Blue Ribbon Bio now established and patents pending, another deal may already be waiting in the wings.

CLX may be the flagship but it is leading a flotilla of other ships carrying gold.

“ValiRx is in discussions with several potential partners to progress Cytolytix, including a major pharmaceutical company”.

We’ve understandably seen the above requoted numerous times, as it’s a significant statement from the CEO.

The fact he recently bought a further 36m shares hasn’t gone unnoticed either. He now is the largest SH, now owning 7.4% of the Company. Incidentally, as a LT holder, his average will be higher than anyone buying in now.

Val’s 3rd largest holder, Stephen Wolstenhulme with 24.1m shares, is a stockbroker and biopharma entrepreneur with 24.1m, having just added a few more. You’ll see him posting below as ‘Uncanny’.

I don’t believe Professor Porky is holding. LOL

In the CLX RNS on 1st Sept, CEO Mark stated:

"We are pleased to receive the European Patent Office's notice of allowance and acknowledgement of patentable claims for Cytolytix's core intellectual property as we build our proprietary position in the oncolytic peptide space. We are expanding these core patents with new IP developed using in house expertise at ValiRx and Inaphaea and we expect to strengthen our portfolio with new filings in the coming weeks.”

That was 3 months ago - “coming weeks”. Let that sink in.

Once patent protection is in place for CytoLytix (& VAL201-Blue Ribbon), partnering deals can be signed. It could even be the agreements are already in place, pending patents.

RNSs are coming. Enjoy!

"Another day another partnering meeting. Having a great time catching up with contacts and making new ones at Genesis in London at the Royal Society of Medicine. CatSci Ltd small molecule meeting yesterday and organoid at Queen Mary University of London tomorrow"

Mark just posted above on Linkedin. Liked by Charles Chen, CytoLytix co-inentor now a lead scientist at AZN.

A potential major pharma CLX deal is exciting, but it’s just one of several updates Valirx is poised to deliver in the months ahead. One of the company’s focuses has been on the potential of repurposing or “teaching an old drug, new tricks”. CEO Mark has already announced collaborations in this field as it can be a time and cost-effective strategy for cancer treatment.

The Dominion alliance gave Val access to results from almost 3000 existing drugs, already approved by the FDA for non-cancer applications. Dominion mined the data for potential oncology uses, and identified approx. 200 which are showing anti-tumour activity in patient derived cells. Initially, a top 10 have been identified for fast-tracking. It may be the original drug needs minor chemical or biological mods, an adjustment in dosage or work alongside another drug or treatment for a synergetic effect.

Repurposing is a proven area of cancer research and can be very lucrative. Below are a few examples of successes, showing the manufacturer/ drug name/ original non-cancer purpose and (in brackets), the new oncology repurposed version, FDA/MHRA approved uses and annual global sales of the oncology drug:

Novartis / Everolimus / Immunosuppression (Afinitor, renal carcinoma; Breast cancer $1.0B)

Amgen / Denosumab / Osteoporosis biology (Xgeva, various bone cancers $1.7–2.2B)

Novartis / Zoledronic acid / Osteoporosis (Zometa, hypercalcemia of malignancy $250M)

Teva Arsenic trioxide / Toxicology compound (Trisenox, acute leukemia $100–200M)

With ~200 potential candidates already identified in the Dominion project alone (see ‘Ignota’ for more), even a single repurposed success could be transformative.

Just 4 panellists:

Hannah Bolt and Anders Dahlén, Directors, AstraZeneca (mkt cap $ 287B)

Alastair Hay, Vice President, Almac (private Co. with $1.31B turnover 2024)

and….

Mark Eccleston, CEO, ValiRx (£2.3m mkt cap)

NB: The above valuations may be subject to rapid change.

While the usual chorus of green binned cynics has long been irrelevant, I’ve kept the legendary Nick Slater on stage — I’m sure he’ll be thrilled. My reason – he is an experienced trader with a steady fanbase, yet with every post where he knocks Valirx, its LT holders, the management, cost controls, financial position, pipeline, and future potential he simply reinforces the case for investing here.

In the past month alone he has posted 26 times on LSE – guess how many were berating Val? Twenty-six, vingt-six, sechsundzwanzig. No matter in what language, the obsession is the same. 100% of his posts are on Valirx – the ‘doomed’ company.

Despite having holdings in numerous companies, he hasn’t attempted to promote any of them. His full focus is on trying to supress the Val SP to build a position. If anyone was debating whether to invest in Val or not, what a ringing endorsement. Naughty Nick believed there was ample time at the lowest SPs so long as news didn’t start to flow. Unfortunately for him, the rate of buying and momentum even before news, caught him completely off-guard.

Every potential investor has to make their own judgement call but sometimes it doesn’t take Sherlock Holmes to spot the clues. Even Inspector Clouseau would see through Nick’s agenda.

@UXM484

Good call on StingRay. It’s also worth noting that even with limited funds, in August Val invested up to a further £56k into the project (on top of the £100k in Nov ’23). The Barcelona and Imperial College evaluations were terminated as Mark didn’t envisage early monetisation. This further investment suggests that is NOT the case with StingRay.

Another project which flies under the radar is the first evaluation under the ongoing Dundee University project, announced 12/2/24 and extended until Feb ’26. This evaluation is based on pro-senescence treatments – selectively promoting ageing of cancer cells to cease growth in tumours. The unusual factor here is that anti-cancer activity in the Inaphaea lab demonstrates the treatment DOES WORK, just not yet determined WHY. This is important as it may permit pairing the pro senescence molecules with senolytic drugs to clear out the “aged” tumour cells – “sleep then slay”.

The extension was granted to allow specialist techniques to complete the studies at Queen Mary Uni, London & supported by a £50k grant & only £9k Val funding. If the evaluation is successful, negotiation between both parties will be followed by a licence and promotion to Val’s in-house pipeline.

The overarching Dundee agreement runs for five years (signed 12th Feb 2024 – but not listed on LSE), meaning Val can cherry pick additional projects from Dundee’s Drug Discovery Unit beyond this first evaluation.

The cascade of RNS announcements hasn’t even started, yet the SP has already begun its ascent. Many LT holders have waited years to see Val fulfil its potential and the rewards are now within reach. Think of it as Val bingo – investors can look forward to ticking off the assets as they are called out over the coming weeks and months: StingRay Bio’s kinase programme, updates on the Dominion and Altus repurposing projects, PredictRX licensing revenues, Blue Ribbon VAL201 patents, Dundee Univ pro-senescence project, news on the TwinEdge ovarian cancer evaluation, where do you stop?

Inaphaea, Val’s wholly owned translational CRO, is central to the business plan. Mark has previously confirmed a “relatively large” pipeline of Patient Derived Cells interest. Inaphaea typically secures £10k per PDC cell-line upon commercialisation. Over the past year, the Biobank and associated data has grown significantly both in size and value (Nott’m NHS Trust RNS) and now houses several hundred tumour samples across the cancer spectrum. Many are paired with blood and tissue data, plus records of how different treatments impact those samples. By providing partners with comprehensive data, Inaphaea removes the need for duplicated studies, accelerating progress, reducing expense and elevating the biobank’s worth above that of many competitors.

We know there will certainly be more collaborations or even acquisitions as Mark earmarked £400k from the fundraise to capitalise on new market opportunities. This has been guided by a highly qualified Advisory Board manned, not just with scientific academics, but industry experts who can provide insight into what Pharma actually prioritises.

Above all, finalising key CytoLytix patents, possible clarification on final CLX formulations and the potential jackpot: confirmation of an early deal with the major pharma Mark has been negotiating with for several months. Don’t underestimate CEO Mark – he already has history, co-founding VolitionRx, originating as a management buyout from Valirx. He transformed a human cancer test into a canine diagnostic test (Nu.Q) before negotiating a licencing deal with Heska for $26m. He may be a top scientist, but he is also a proven dealmaker.

Featured in Inspirational Leaders Magazine as one of 2025’s most influential biotech innovators. Mark has already reshaped Valirx in just 16 months. His focus is clear: compounds and activities that can be monetised early through partnering, targeting aggressive cancers such as triple-negative breast, prostate, ovarian, and lung. Any breakthrough here could be extremely lucrative.

On Linkedin, Mark highlights ‘opportunity recognition’ as a core skill. He has embraced cutting-edge AI 3D screening – not by building costly in-house systems, but by outsourcing to several capability partners in mutually beneficial collaborations. This strategy ensures Val remains adaptive, capital-efficient, and plugged into the best available tech

ValiRx looks set for a busy 6 months. With further patents now imminent on CLX001 and a major pharma already confirmed to be in discussions, the new patents could well be the key factor to unlocking an early deal.

Importantly, revenues are starting to flow - with PredictRx® and Patient Derived Cells (PDC) supply agreements now close to completion, the company is finally moving from promise to delivery. Repurposing projects with Altus and particularly Dominion, show great promise. The latter project has identified approx. 200 FDA approved non-oncology drugs which are showing activity against various cancer indications, with 10 already being fast-tracked in the lab. Add in the Blue Ribbon Bio SPV (VAL201), Dundee oncology project, and StingRay Bio - all due updates shortly.

The Bio world is rapidly changing with, first the FDA and now UK Gov’t expressing an urgency to reduce or replace animal testing. Fortunately, while others scramble to comply, our CEO has already put the relevant processes in place. New Approach Methodologies meet evolving moral, ethical, and regulatory expectations. Collaborations with capability partners Screen in 3D, VoxCell, Ignota & TwinEdge give access to cutting-edge technology which, when used in conjunction with our PDCs/data gives an AI approach to asset discovery.

Only last June, a deal was announced with Ambrose Healthcare to licence VAL401 targeting pancreatic cancer. Valirx will receive 576000 Ambrose shares with clinical & milestone payments of up to £16m in Valiseek (of which Val owns 54%).

This is a £2.4m market cap company, with multiple shots on goal. It targets some of the most virulent, hard to treat cancers: triple negative breast, prostate and ovarian cancers. Our lead compound CytoLytix, was co-invented by Charles Chen, now a lead scientist at AstraZeneca. To top it all, a CEO who is ahead of the field and confident enough to own over 7% of the company.

@RichardJones.

ValiRx is a playground for the uninvested so most holders now leave the Green Bar Boys to it. However, you have made several valid points regarding pending news. You mentioned CytoLytix, Inaphaea, VAL401 and Altus as all potential sources of significant updates. Quite rightly so, but there is so much more news due within the next few months:

StingRay Bio

In the August 2025 RNS, Mark stated that the next phase of testing would likely conclude in ~6 months. A significant update on preclinical results or candidate nomination is therefore expected shortly.

University of Dundee Project

The pro-senescence oncology collaboration is scheduled to complete in H1 2026. This could lead to licensing, further development, or a new pipeline asset.

PredictRx® Clinical Validation

Inaphaea’s PredictRx® platform, licensed from Dominion Biotech, is being positioned for clinical use. RNS update on 19/9/25 - ”We're also working with Dominion re promotion of the PredictRx platform with early revenue anticipated as soon as Q4 2025."

VAL201/ Blue Ribbon Biotech

Val has established a new wholly owned subsidiary Blue Ribbon Bio (26/8/25 RNS) to house all Prostate Cancer associated assets which will initially consist of existing Intellectual Prop for 201. “By ringfencing these assets in a portfolio approach, we believe that we can create significant value and attract partners for clinical development." Once patent protected, this will be ready for early partnering and since Mark has only allocated £50k here – could news be imminent?

TwinEdge Avatar Platform Progress

(14/10/25 RNS) – “The first four ovarian PDCs from the Biobank have been successfully digitised by its partner TwinEdge. The digital avatars created from the four PDCs EXCEEDED all quality controls and TwinEdge will now move to phase 2 of the agreement which involves creating digital avatars of the remaining 63 ovarian PDC models with available RNA-sequence data.”

Dominion 3k drug repurposing

A top 10 set of molecules has been selected for inclusion in the next phase (19/9/25 RNS). The data generated will be processed in TwinEdge's digital twin AI platform to support new patent filings and initial commercial discussions with potential licensees. “These drugs are already FDA approved for non-cancer applications, have safety data and much later stage clinical data”. The current focus is on the ‘quick fixes’ but a further 190 potential candidates requiring minor chemistry or biology tweaking have been identified.

As I wouldn’t want to be accused of ramping (LOL), I’ll finish by pointing out that Mark has allocated the vast majority of the placing funds (£400k) towards the ‘future collaborative pipeline’. He doesn’t seem unduly concerned that operating costs will be an issue.

Over to the non-invested now - I have just replaced the green ink cartridge for my screen.

AIMO, DYOR, GLA, KMA

Getting to grips with cutting-edge science can be very overwhelming. Voxcell has produced a 6 min video which explains how their 3D bioprinting works. Fascinating and well worth the watch:

https://lnkd.in/gc7gG9Bd

Nice to see the Advisory Board adding another eminent scientist to an already strong backbone (Dr. Sheuli Porkess - a former medical director at Boehringer Ingelheim). Hardly the action of a heavily-invested and commercial-savvy CEO with any concerns over future finance.

GLA, DYOR