Member Info for PM2022

The official lines are progress has been made and we have to trust the deal gets done. It’s not priced in and going for alternatives will take years.

It will work out in the end.

She has seen the evidence of progress and is happy.

Totally agree Scousegerry. A progress report would be welcome given the amount of time it has taken though and the fact we had to have a placing at 10p due to the delays which has destroyed the SP. We need to avoid that happening again and TRX pushing us into the corner again like last time.

Thought it was at least 20 million upfront with milestone payments but that grows in value as the time gets longer with more research. We have one and two more look very likely soon to get into SPV. 301 seems to be making positive progress as well making it possibly 4. I would value the Val201 deal at about 40 million when complete pricing in some of the future royalty payments with about 50% chance of getting to market.

Almost certain to be 50-100 million market cap in the next 3-6 months. 5-10 bagger short to mid term. Low risk strategy taking on cheap quality drugs which then end up being worth at least 10 million and much more when in SPV a few months later. Well funded for the next 1-2 years with lots of possibilities for revenue.

Get real Porky you are wrong 100% of the time. NYCT, HEMO and you lost almost all your money when it DDDD closed down. You ramped DDDD from 80p down to 0p. You were bullish with VAL at 60p and now this. One only needs to check your posting history to see how you manipulate and get it wrong every time. It's clear you have no money to buy so it's pointless trying to get in cheaper.

VAL has got enough cash for at least 12 months. The deal plus Cenkos warrants give another 12 months so that is two years. We all know based on the last two years price that the 10p raise was unfortunate and the company should already be valued at least 40-50p even before the 201 deal which will happen. The charts prove this and we have moved much further in regards to our strategy.

We have many options including selling TNBC or get a deal from now. Suzy is also confident the remaining two in the evaluation will come good giving us further options. You previously spent months stating you will add if they added two extra staff but now you are still trying to de-ramp. No credibility.

https://www.asktraders.com/analysis/valirx-shares-rallied-14-on-new-entity-to-develop-cancer-drugs/

It can be sold at any point and it's not clinical trials. All factored in within our budget. Still plenty for another 12 months at least and more if 201 comes good.

I think one or two large holders are manipulating the price to buy in the teens and sell a few pennies later and are using 201 as a fear factor. We need news regarding 201 and some large investors to break the trend.

This is AIM. Most companies don't have revenue. 201 even without a deal should be worth 20-30 million because it has cost about 15 million in development costs and successful trial results give the drug much greater value. The deal adds much more value but the only downside is the patents that Trx will sort out. Still I would estimate 30-40 million after the deal.

You don't go from zero to billions with one RNS. It's all factored in. The problem we have is people always want to keep getting in cheaper and it's not doing the company any good.

The 201 deal is not priced in yet and a very high probability of completion soon. I would expect it to add at least 30-40 million to our market cap which will grow over time given the stage of the drug and when patents are sorted.

I am looking forward to the next two evaluation results. A great strategy and probably the best in AIM pharma and I expect 50-100 million market cap inside the next 3-6 months.

Monday 31st Halloween special perhaps. Would love that. We need all the help we can get.

Come November and we are very close to the results of the next evaluation in December. I feel confident the 201 deal will come soon and before the next evaluation possibly next week imo. Lots of news/publicity due so a great entry level here to add.

The base should really be in the 20s today but actually should be far higher into the multiples given 201 deal is likely to complete soon and pricing in all our other assets. The company is growing significantly so I don't see the SP staying here long as buyers will come and sellers will dry.

I think 201 will come before the end of the month. We will only grow and attract larger investors as this is a really attractive entry level with huge upside and little downside.

Would be good to hear from Adam regarding the potential size of deals now in SPV.

Guys we are only about 6 weeks away from the next one and and then possibly two in SPV and our market cap should be multiples what it is now and that without the 201 deal news which I am expecting during this period. Exciting news rich period and our market cap is peanuts.

Great strategy to take promising drugs from leading universities for cheap and if successful during evaluation it is worth 10s millions with potential for deals of 100s millions or more during or after pre-clinical. TNBC can now be sold if required.

Lots of news due including the big 201 deal. This news is very significant relative to our market cap.

14p is a bargain.

60% ownership of this drug. Deal worth 100s millions even billions if pre-clinical successful and can be sold at any stage from now.

The start of big things here. 12 million market cap expecting a decent rise today.

If the 201 deal is not imminent then an update is needed. I do believe sufficient progress must have been made and it should surely be complete soon.

It's all relative to our current market cap of 12 million which prices the 201 deal at zero. When it comes and pricing in the deal and future earning potential then surely it should add at least 30-40 million to our market cap. If the deal fails which is highly unlikely in my opinion then we should still be worth more than what we are at the moment. An update for 301 with TNBC SPV gives us a higher market cap than now and news forthcoming regarding other preclinical drugs which adds further value.

Great to see Valirx aiming big with quality recruitment and marketing. Currently on the front page of the Healthcare section on Business Leader. Aiming for large investors is the right approach and shows we are ambitious to grow https://www.businessleader.co.uk/

The great part of this investment is that we have lots of news due in the next 2/3 months. Val201 deal, Val301 update, TNBC SPV, new drug to be taken on, results for evaluation with Hakkaido University all of which is not priced in.

I am sure we will get plenty of publicity with the approach we have taken after the news which will be followed by some large buys. In my view those that will be successful in investing here will be the patient and those that judge the assets in a balanced way not just based on Val201 which has taken longer than expected but is still very likely to complete soon.

Still in my view from the current SP 1/2p downside and 50/60p upside over the next few months with far greater chance of upside. I am 95% sure the deal will complete soon as Suzy has checked progress throughout the last months and remains very confident. Even without that a single positive news should move as much higher than the current SP.

If you want to get out sooner buy now imo. Buyers will not let it drop that low. I know a few big buyers are waiting at a higher price than that.

201 is dragging on and we need an update at least with some information if it's going to take longer than another two weeks. It's been delayed by about 400% from the initial deadline. Pointless sending out RNS after RNS if you do not at least give us some information regarding 201.

2 months left for the results of the next evaluation and if that is successful we will be worth mega money with at least 2 in SPV or 3 with 301 plus two phase 2 drugs one with a deal.

Expecting 201, TNBC and 301 news before then with plenty of shouting in the media after news and some big buying. Forget about selling just before news aim for a good price but this should keep moving forward until it gets to over 100 million market cap in 1/2 years.

Yeah your ones are never met but elsewhere in AIM the directors make money.

Under different management. Move on or get over it.