Member Info for PM2022

Thanks guys. Baldy we have a similar approach regarding valuations for VAL. We don't need to be a genius for that do we.

Enjoy Christmas.

Exactly my thinking Baldy.

Multiples of our current market cap that is for sure. Best of all most of these drugs appear to work and have great potential.

Nobody is ramping here but stating the obvious.

Perhaps spending a little less time following people and doing your own research might help your cause.

lockdown,

This is AIM. SAR was once valued at about 300 million. Braveheart 100 million odd, RMS almost 200 million, ODX 100 odd million and the list goes on. All turned out to be pretty worthless compared to those valuations. You would have said at those times the company was worth that much but clearly not.

VAL should be on the other end of the spectrum but is at rock bottom imo. It doesn't mean 30,40,50p is not very cheap if the deal gets done which I expect will be the case. Even without it I said time and again and justified the reasons why 11 million is very cheap here. Without it 30p short term should be achievable if we pass the next evaluation and with a bit more news.

The market will change. The 11 million market cap is not really taking much into consideration so I expect at least 30-50p in the next few months even in the current market provided they can write a good RNS and build momentum. That is not in my control. We just need a bit of luck but at this price I am not worried and I have a very low average.

Interesting Tweet from Patrick.

Thanking CHU Sainte-Justine for the 40 million generosity for paediatric cancer. Worth checking it out.

I am assuming he knows this company well to thank them or could be involved in some way. Either way I am seeing positive signs and hopefully an announcement soon.

HI Buda,

I am not on Twitter either but I saw it from someone else. Patrick Frankham. You should be able to find him.

Not directly related to 201 but simply states that he has some super cool objectives for 2023.

My assumption is they have been working with a number of different companies as hinted in previous RNSs which is one the main reasons for the delay imo and they have big plans that will be successfully launched soon.

Zwarkops,

Clearly desperate to buy. Stake in Dynasty likely worth multiples of the market cap so don't see it going down by much. Agree more like 0.20 and above coming soon and a nice santa rally.

It would be great if Stella purchased some but I think she joined VAL as she sees it as a nice challenge to get it to a 100-200 million market cap company and not for personal financial reasons as she is already extremely successful.

She gains very little from buying shares given her background but it would be great for shareholder confidence. I would ignore that aspect as it should not influence not buying at these prices but it is great to have someone with her level of skills and experience. Hopefully she will buy some though.

The placing was before the options now they will need to protect the SP as much as possible.

I think it works out to be a significant bonus for them especially Suzy and Kevin relative to income.

You will not get it all. Getting the SP high is the best option for them as it gives them options to raise a bit in the future without a decent dilution or look to add a value adding asset to build the business. At these levels they cannot do much.

HI Metom,

6th Sept RNS for Suzy and Kevin.

Wrong RNS Metom: 30 and 40p options and a decent amount 500/600k each.

Band 1 Options

Band 2 Options

Band 3 Options

Suzanne Dilly

-

300,000

300,000

Kevin Cox

-

250,000

250,000

Remember we were 65p when LOI announced and zero of the new preclinical projects or evaluation projects as far as I remember.
We were stable in the 40s before the first delay. Now we have TNBC worth roughly our market cap. Therefore in my view instead of being in the 40s we are close to zero if you take out TNBC.

Add the potential of the two evaluation outcomes then this has to be the best risk to reward ever seen imo. No brainer to buy here with potential for a very easy few baggers imo.

Well I have been saying it for a while that 201 will get done.

Looks like we have just heard from TRX via a Tweet from Patrick. I did say many times that they were building a pipeline of drugs. 201 will get done imo.

Super confident Tweet from Patrick.

No significant downside imo and I can't see any sellers around these prices. Reason why no downside:

1) TNBC is already worth more than our market cap. We will get many updates over the months and as this progresses through preclinical tests it will likely be worth multiples of our market cap.
2) Two evaluation outcomes to be decided in the coming weeks/months. Remember each one if successful is worth roughly at least our market cap.
3) VAL 201 deal. Still very much on. In my opinion TRX are building a portfolio of drugs and have the investors so will complete soon. Again once completed we should automatically be multiples of current SP just based on this alone.
4) Rented lab. This will generate revenue. This should be a safety net making the company less risky. More projects will come in and will complete quicker and each one is likely to be worth many millions if it progresses through the evaluation stage.
5) Our cash burn rate is very low and we will have multiple options to generate millions from lab income, 201 deal to getting an early parter for one of our preclinical projects which could include 301.

Buying pressure is very strong here so it is an easy buy until 20p imo. Confidence will change at some point therefore a great buy.

Lockdowns,

I was born talented so I don't need to work hard lol. Enjoy your day.

Lol don't insult hard working people plenty on here. I have respect for sales people that sell double glazing. Not an easy job.

I don't troll on the internet mate. If you had the guts in real life I would give you credit. No time for *****s.

Tough economic conditions but if 201 gets over the line then think of the upside with the new strategy maybe 50,60,70p very soon. If it doesn't then I still see 30p easily short term but longer term £1-£2 depending if they can secure a preclinical deal.

I look at many other pharma like SAR that were valued in the 100s millions and although the preclinical drug was more advanced it shows the potential. We only have a 9 million market cap and so many drugs and a low cash burn rate. The quality of staff joining shows me they must really believe in the TNBC drug and the potential.

Jan- rented lab announcement that should bring some momentum and excitement.
Feb- second evaluation announcement. Having two in preclinical with a lab would be amazing.

Between that I think a 301 update or 201 deal could be announced. All in all not much downside and a great buy.

It would be great if Stella could help get some institutions on board here at these cheap prices and get VAL to where it should be. I believe that will happen in the next 3 months. That would hopefully stop the manipulation and give lots of confidence in the strategy.

The market cap is only 9 million. In my opinion the following applies:

Suzy is working on patents for 301/401 = Each of these drugs could be worth 10-15 million plus soon= Likely total worth at least 20/30 million with a deal possible soon.

201 if a deal gets done factor in some potential and excellent phase 1/2a results for a phase 2 drug and funding for trials= approx 30 million value imo given val could get 10s millions in revenue if the drug gets to market.

TNBC= about 10 million at this moment of time and lots of updates are likely that can increase the value much faster.

2 evaluation results due in the coming weeks/months each one if successful is worth about 10 million which grows in value very fast.

Suzy will be bringing in new drugs which will move through the evaluation stage very fast and be worth roughly 10 million in a matter of months if they move into SPV.

Lab will be revenue generating. Overheads are mostly covered.

People are just manipulating the price here. It's an opportunity of a lifetime in my opinion if one can hold for 6 months to 1 year for a potential 500% rise in my opinion. We have enough cash and lots of possibilities.

Options at 30/40p so they will want these within the timeframe.

Also they are probably looking to get a deal for one of the drugs in SPV over the next few months and the upfront payment for that alone is very likely to be many millions. DYOR as always but I am not concerned at all and the strategy is amazing. I know confidence will change and people will buy at a much higher price.

All doom and gloom here by people desperate to buy cheaper. Some losers follow people because you are incapable of doing any research.

Lockdowns I am happier now than I was at 20 or 30p even though I did most of my buying at a higher price than the current SP. I know what i'm looking for when investing and what questions to ask.

I actually purchased a small amount today and I am very happy with the strategy. I am aware VAL has plenty of cash at the moment and will generate revenue. Might be worth watching the presentation and understanding it. I have done my homework. I'll still be here at 40p mark my words.

We should rise now. Nick still holds a decent amount here.

Remember we are worth more than we were at 40,50,60p. That is a fact. Also decent cash balance until later about next year:

201 is very much still on but we now have:

1) TNBC estimated current worth is more than market cap
2) 2 evaluation projects each is successful would also be worth more than our market cap on its own.
3) Moved forwards with other projects like 301

Nothing has changed but more potential and promise. I still see Val hitting 50-100p next year. A bargain does not remain forever.