Member Info for PM2022

I am invested for CLX and 401 but yes I think 201 will complete. It is just a huge bonus if it does nothing more. Nobody fundariases and pays to complete mergers to spending so much time to end up with nothing. It can happen but unlikely.

Your post suggests you do not understand valuations. Perhaps stick to betting than investing.

We have cash for 2025. As I said the assets are pretty much worth close to zero so it is like a free ride well almost. I would argue we are worth more than 20 million at present so I expect for some of the assets to start being priced in.

With a CEO who is heavily invested it is a buy all day long at these prices. Just my view.

I am not about he said and she said business. All about research.

People can decide for themselves. The broker report gives an insight and people can look at the market cap ,potential news flow, cash position and that the CEO has invested heavily.

My prediction remains 2p -10p next few months depending on 201. Not 0.65p. This is a false down the smart ones know.

Here is the analyst research for all to read.

https://valirx.com/analyst-research

From the report but not to forget 201 and 401 deals pending for conclusion soon:

With an EV of £0.27m, ValiRx is clearly undervalued and does not reflect the value of the assets it is progressing. First, the recent sales of Inaphaea’s new product line suggest that ca.5,000 vials acquired from Imagen have an attributable value in excess of £4m. Also Following a review of recent deals in the preclinical oncology phase, we estimate that the median upfront payment for a preclinical programme is $40m, together with potential milestones of $800m

Many including the CEO have invested for the second time. The new CEO is now in control unlike before.

Expecting very strong momentum when actual newsflow starts.

201 and 401 deals relative to the market cap will very likely be many multiples of where we are.

I also think they throw in a big update on CLX and possible grant funding as stated in the placing RNS.

Significant SPV news due very soon as 3 outcomes are due fairly soon. Each SPV can be worth about 10 million to the market cap depending on how novel the project is.

No placing expected 2025 as stated in the broker report and everything to be priced in. I am staying patient for this year as I think we will hit 5p/10p in 2025.

1:1 warrants don't get given for no reason. CEO in this fairly big.

Big money in this. It was a false drop due to delays and serious fear of placing or going into admin where the value of most of our assets went to zero.

We might slowly go to 1.30p but by then 201 and 401 or both should come through and get this moving to a much, much higher price. More cash should wash away the warrants.

Back then we had no preclinical projects. CLX is special and no lab to generate revenue during those times. I always said the foundations were strong and were being built so now is the execution time. Drops due to 201 delays were over the top.

We nearly went bust we are priced as such therefore even a moderate performance in the next 12 months should get us to 2/3p but a decent one and 5p/10p and a good one 10p plus.

We were priced to go bust so everything comes into play for the next 12 months including deals from a very low level but with that strong revenue stream, money from the deals including 0.5% equity and a decent portion of warrant money if this can get closer to 2p.

I think Mark went big because he will get money from other sources to extend past 12 months then get CLX over the line if possible.

Either way this is likely to be bottom or close to it for at least for 6 months in my opinion. Just need patience before the news starts coming.

Progress with CLX could get investments from institutions as it nears deal stage at a premium if we remain undervalued below 5p/10p.

Based on the Shard broker report it states an implied valuation of at least 4 million for the 5000 vials. Demand for the ARR product will likely be significant and Valirx has already had its first order. Therefore revenue stream could be fairly decent in the coming months. Note they are also targeting the US market so Valirx could have substantial revenues.

Add that to all the updates that we will get for CLX, new SPV and likely/possible 201 and 401 deal then from asset value of about 900k this has every chance to mutibag in the coming weeks/ months. Having a CEO that is heavily invested will also really help when it comes to newsflow.

Share price forecast

The one analyst offering a 12 month price target expects ValiRx Plc share price to rise to 6.00 in the next year from the last price of 0.75.

201 deal. Over 2 million payments plus 61 million milestone payments. 0.5% equity share which could be very valuable.

401 deal expected to conclude in the next 4/5 months. Approx 15 million milestone payments but likely only one trial needed before commercialisation from what we was told therefore it could be completed in maybe 18-24 months.

CLX001- Our biggest and most valuable asset. Likely already worth about 20 million given all the early indications and work done so far and how novel the project is.

New preclinical project to be announced soon.

Lab fully operational and is generating decent revenue.

CEO is heavily invested.

Put it simply that the plan with the warrants would be to not have another placing. Average upfront payment for preclinical projects is about 35 million with huge milestones. We also got Val401 and 15 million milestones if the deal is signed, we could get that payment in the next 2 years before a placing.

For approx 1 million assets. Upside is 201 deal, 401 deal, CLX001 deal, lab revenues and new evaluation projects. Clearly with just one of those it should mutibag and would activate most of those warrants meaning CLX001 should comfortably complete if it all goes to plan with the additional cash banked.

Upside without further placing could easily be 10/50/100 bagger in the next 2 years.

Cash burn about 2 million which is fairly low but with that they will be generating decent revenue and money has come from a placing and deals likely to be signed soon increasing the runway significantly.

And get help with your autism whilst you are waiting.

So did I on other stocks including Valirx. Little did you know my average was very low so at 65p I had a huge sum but yes I never sold.

Don't assume I don't invest elsewhere because I post here and don't assume you know my strategy either.

I have a plan but either way at this price with so much news, cash for now and the CEO heavily invested I am happy to invest, watch and then wait.

I still believe i'll walk away with an overall profit. Hope it is not lost. I have a smart plan and will invest accordingly.

We have moved on from that 10p placing many years ago.

You on the other hand will be watching and waiting for the rest of your life. If you are so afraid don't invest.

I don't disagree with some of what you said. This time I intend to sell at the 2p range. Logically few will be cashing in below 2p but agree many will sell and take the warrants around that price.

I see a clear 100-200% here in the next 3 months. Not planning on holding but might keep the profits in.

From this price it is a buy due to the huge incentive to get those warrants in play. For the BOD and others to make money from the warrants they will need this to hit 2p and more. Also lots of news due, cash in bank and not much priced in.

The biggest pullback regarding 201 was TRX funding. I suspect that has now been completed, I don't see any other reason why the BOD would be confident and granted an extension. It would also explain why some have invested a large amount recently. Now they just need a listing by completing the M and A but with the money likely raised and likely a clear plan it should look very likely to be completed.

More details to follow at some point as explained in the RNS. Just my thoughts.

We only really need 401 or 201 but chances are both will successfully complete. Even without both of these we should be worth more.

New evaluation outcomes are due by the end of the month. I am sure Valirx will attract significant investment given strong cash position with money coming from different sources so finally I think we will go up almost as much as it has gone down over the last 2 years.

Also not to ignore the 0.5% of equity as a bonus of the Nasdaq company which might give them another million or two depending on the value of the listing etc.

I think this could well get to at least 5-10p by May.

Disaster. How are they going to cover the deficit. Check the financials.

Seems like a highly dilutive stock.

I suspect you just woke up from bed wanting to buy some.

Momentum will be strong in the coming weeks so I am happy to wait.

Remember 201 is essential for the merger therefore this will attract huge US interest when completed. Valirx might even end up being 20p range plus should a few outcomes go our way in coming months. Not an unrealistic target if we get buyers from the US.

We got 3 evaluation outcomes due in the next month or so. Any of those that gets through and from what I understood one will then that will be significant along with further updates and news relating to it. Imperial will get big attention and that is quite advanced in terms of the amount of work done according to Cathy.

New projects or two is imminent as it was due to happen at the end of 2024 but cash issues delayed it. Now with lab revenue also coming through I can see this moving to 1.20/1.30p in the next 4 weeks before the 201/401 deal or both or decent CLX update really gets this moving to 2/3p-10p range in the next 3 months.

They'll get 201 and 401 done close to each other then get to 10p and cash in on the warrants. Just my guess.

Good buy here though. We also have lots of other significant news due.

No wonder Mark purchased big. A great buy and hold imo with cash in the bank and little priced in.

This final extension has been provided following developments announced by TheoremRx regarding a transaction with a NASDAQ listed company which the board at ValiRx believe may lead to a positive conclusion for the proposed sub-license of VAL201. The LOI and proposed Licence Agreement (as referred to in the announcement of 2 November 2021) remain non-binding and there is no guarantee that this Licence Agreement will be executed or that it will generate material revenues within the expected timeframe or at all.