Member Info for PM2022

Two scenarios for me. Deal Monday or Tuesday next week or further information at the Q and A regarding 201. Both situations would be welcome but nothing beats an RNS to the market. Alternatively something may happen regarding 301 as we have never had an update and it is progressing very well as I hear. Now is a great time to buy and hold imo.

I would wait for the Q and A in the next few days. I think the company is looking good so not worried but we need 201 to be done or an update very soon.

It's been 11 months. They are past this stage so stop going on about it. Suzy seems certain it will get done soon so I stick to that. The revenue generated will be huge when patents are sorted so don't see why it would make any difference.

The next one /two weeks will be interesting. Zoom call coming and possible news regarding 201.

Evening Metom. I hope you are well .

Do you think Suzy could inform us about time frame for 201???

Thanks

Not so bothered because the negative people will be buying at a premium when news comes which is good for us.

I can easily see a nice 50-100% on open given our current SP. Also I do think it will come in the next two weeks. We shall see. Good luck sweating it out over the weekend.

It's never been in doubt just a matter of when. Suzy had gone over all the evidence and she stated to Adam that she is confident it will not be long. I guess the funding must be done but just the legal stuff which takes time and should conclude around now. I also got the same impression that it's almost done when reading some emails.

BY has a different meaning to a target date as it can always get delayed a bit . Don't try and twist it Ells. It was stated here that the board is very confident that it can be done by the end of September.

I am expecting the deal to be done this month or for us to get an update. It was stated previously that we should get news by the end of Sept but it can get delayed.

We now enter the business part of September here. News can drop at the close of play before the long weekend or next week. I am confident from all the signs they are now ready.

Remember the market valued the LOI at 65p for 201 and we were stable in the 40s before the first delay. Now with TNBC which is almost worth our market cap the upside is huge. As previously discussed on this board news is also due on 301 which could be very valuable and is expected to come in the coming weeks along with further news for TNBC.

Excellent find. Positive vibes regarding 301 recently and news is imminent for this as well.

A big package is being prepared for 301 as well to be partnered or sold. 301 alone could be worth our market cap at the moment let alone 201 or TNBC. A strong buy here.

Also the option hurdles. If 201 was not looking good along with the preclincial drugs then I doubt they would have agreed to that. All the staff want the bonuses. You just have to go with the feel at these low prices and be patient.

I do think one or both of the remaining drugs in the evaluation stage will also be successful. Catherine would have done detailed due diligence on the drugs before joining. No doubt big things lined up for TNBC.

We all know how fast VAL moves. The drop doesn't bother me as it's very undervalued and large investors will buy at some stage.

These are the times you add. Remember options at 40p so the board must think 60-70p is very achievable. Only they know what news will be coming and when.

They buy at 22p and sell at a higher price but the price needs to be much higher first.

They make big money for every penny so they have a big incentive to get the SP as high as possible from 22p. Maybe 50p- 100p. They have time to do this so deal first.

Biden wants to defeat cancer at any cost and will invest heavily in this area with funding. We all saw the impact with covid and how all stocks related to this went up multiples. Biden has confirmed he will increase funding in this area. He wants to drive research to prevent and detect cancer.

US cancer biotects should now see strong investment coming in. The biotects with a larger market cap will also be hunting for good projects to take on.

This is great news for VAL if this sector booms and possibly good news for TRX.

No brainer here in the medium term. Get the deal done, bring in one of two institutional investors, 301 news and further news regarding TNBC over the next few weeks and head to 60-70p plus and Cenkos can cash those warrants at 22p for a nice big profit.

The best part for me is the fact VAL has the following as security for us.
1) Options at 25p and 40p and the price will need to be stable above this level. This must be the absolute lower range.
2) Cenkos have warrants at 22p. They make huge profits for every penny above this. They had a bad year and will want to maximise profits possibly by bringing in a few institutional investors. Incentive to drive stock very high.
3) We have employed a marketing first to help us. I suspect we will have lots of news in the media in the coming months bringing in lots of investors.

Therefore based on all this info we should surely be 50p before the deal. A strong buy and at some stage we will get to our targets and I think this will happen very soon now but I will stay until much more. Deal can come this month as well which makes us valued at much higher but just a question of the market showing this.

The 17 million market cap is very low. We have lots of developments that would be worth multiples of our market cap. I work based on trying to value the company and work out the potential. My minimum target is 50p but I think we will hit 70p-£1 in the next 6 months.

The best part for me is the preclinical developments. We take drugs from leading universities for 50-100k and if successful after 6-12 months they are already worth about 10-15 million and grow in value. We have two more with news due soon after we took on TNBC and new ones will come in.

I will repost Adam's BEARISH opinion on this and then it is clear to see how undervalued we are but this is a previous post and we are now 17 million not 12 million.

Bear case? No worries – I’ll give it a good go:

Valirx MCap – 12M.

- Value of listing (4M).

- Cash Reserves (2M).

- Outstanding (6M).

Partitioned “values”:

VAL201. Financial parity “value” – 30M (SRA737; Sareum PLC).

VAL301. Financial parity “value” – this is the beauty, because there isn’t one, given the total lack of work in this space. Let’s pitch it as oncology, and go with a conservative 15M.

VAL401. Financial parity “value” – 10-15M (PF-06946860; Pfizer Inc. - historic).

KC TNBC. Financial parity “value” – 10M (BVX-001; BiVictrix PLC; I’m being a little unfair on VAL here, as ours is much further ahead, but I’m a bear now).

Two remaining assets – let’s be really bearish, and argue they’re worth nowt.

Financial parity “values” = 65-70M.

VAL asset “values” = 6M.

So VAL201 is worth 3M, VAL301 is worth 1.5M, VAL401 is worth 750K, and KCTNBC 750K. Anything else – nada.

25p-35p target next week before the deal and every possibility the deal will come one of those days. A great end to the week. Reminds me of September 2020 and 2021 lol but this time we have real value, substance and strategy.

Agreed Adam. A unique strategy and the first of this kind on AIM. We have attracted great staff and we will bring great drugs for cheap and progress them. The market cap here is ridiculously cheap.

I can see significant interest from institutions once the deal is complete. Happy to hold and be patient. A fantastic buy at these prices and with patience all you will likely see is blue from here.

Unlike before we rise with substance. We never had this evolving preclinical strategy before which seems to be huge.

Get a drug from a university for 50k-100k and after 6-12 months it is already worth 10 million if successfully passed into the preclinical stage. The estimated value of TNBC is already 10-15 million. We have more coming through including potentially VAL 301.

VAL 201 phase 2b cancer drug. It should be worth about 30 million already and we have spent about 15 million on this drug with really promising results and a deal to come which would be a game changer.

We should be at least 40p at the moment before the deal. Strong buy. We also have a marketing firm, Cenkos warrants at 22p and option hurdles issues a few days back at the lows at 40p with a good cash balance. This is only going one way and that is up.

Not sure if anyone has noticed PYC results to be released on the 29th Sept. Maybe they are waiting for the 6% payment from VAL to make the results look better. It's all lined up nicely.

Remember Cenkos warrants at 22p so whatever happens we should get here and then the real fun starts. Therefore anything below is a super strong buy. 22-40p before the deal and we are still significantly undervalued imo.