Member Info for PM2022

Not sure where the 4 million is coming from. About 2/2.5 million at the moment with the new shares.

This got to 65p and 74p previously just for 201 but they fair enough we had 65 million shares which is about 4/5 times less but 65p and no deal.

Now 401 is also close, evaluation projects concluding, fully funded, revenue generating all set up and producing with further news to come and also new projects to come through.

Remember Adam thought CLX was already worth about 20 million already and each successful evaluation project to be worth about 10 million in his opinion. Our market cap factors little more than the lab at present so this could really move when 201 or 401 conclude.

The clue is in the investment made by Mark of the overall chances of value adding news coming through.

TheoremRX is showing real dedication and commitment. 201 funding would be excellent for this share price and could take this to 5p/10p once completed. Remember 61 million in milestone payment plus about 2 million and 0.5%.

401 also has a decent chance to complete in the coming weeks.

If 201 and 401 complete they will find it much easier to ramp this up with new investment coming through.

Big plans for CLX. Significantly value adding.

Lab revenue to come through. Possible grant approval.

New projects. At least one successful evaluation project in the next few weeks.

Maybe a few TR1s so all in all lots of news to come, no fear of placing and a very low market cap.

It also hit 65p back then but had 65 million shares. Now maybe 4 times more. But back then no CLX and other compounds and revenue generating lab. CLX is worth big money probably more than 201.

65 million milestone payments. Surely 10 million cap just for this alone incoming soon.

Told you all that eventually it will get done. Mark buying a large amount so was expecting lots of news from different angles.

401 will complete as well IMO. Watch this move in the coming days/weeks. More and more cash is coming to Valirx. The market cap will surely move to 5/10 million in the coming weeks along with the 401 deal to come soon.

I think the average upfront payment is about 35 million then you got the milestones. All that will kick in when huge updates on CLX are announced in 2025.

Don't forget we will be getting a new project to come through as well and that could be huge whichever one they take. Further updates on CLX and 401 must have a decent chance of getting done.

Revenue, grants and warrants cash on top so it all looks good at such a low level with no fear of placing for 12 months.

I am sure with a decent investment Mark will be bringing investment in to at least get this to a decent price. The strategy sells itself and has great upside potential so should be able to get some big buyers in.

We were almost priced to go bust. It is no wonder Mark is confident of getting at least 2/3p to capitalise on the warrants. After that he can de-risk with the warrants but a great buy to cover the gap. Huge incentive.

If the target is hit more cash for the company and hopefully inside the next 12-18 months CLX will get sold raising the SP to 10p plus.

I suspect this is now bottom or close to it and with each piece of news expecting decent rise.

“This is clearly a particularly worrying time for patients and their families; therefore, it is vital we use new approaches to ensure that patients get onto the right treatment as quickly as possible.”

Professor Newman, who is also Rare Conditions Co-Theme Lead at the National Institute for Health and Care Research (NIHR) Manchester Biomedical Research Centre (BRC), added: “This could reduce time spent in hospital, prevent further strokes, save lives, and avoid future hospital admissions.

“If adopted into routine practice, this rapid test, which has been recommended for use in the NHS by the National Institute for Health and Care Excellence (NICE), represents a major transformation in the way we manage stroke in this country.

“Our early model-based cost-effectiveness analysis published last year shows that using a rapid genetic test could lead to significant cost savings for the NHS. Using a rapid genetic test was £512 less expensive compared with no testing per patient, due to the prevention of secondary strokes and reduced hospital admissions. When you factor in the potential improvements in a patients’ quality of life, the model estimates that the potential saving to the NHS is over £160 million each year.”

Imagine worldwide and imagine those just with symptoms.

Expecting huge partnership deals and contracts. Market cap so low given the results today.

It does because now they have an actual product they can sell very easily. They have time and before then this can be 50-100 million market cap before it was all pie in the sky.

Wait until this spreads across the US.

The situation has changed as per RNS today.

Yes, no question the results are superb therefore it will sell itself. I was concerned about cash burn but looking again at the market cap and finances I think this can move up quite a bit before that.

We have to look at what this means. Strokes need fast responses otherwise it is not just scans but aftercare costs can be 10s of thousands of pounds in costs for the NHS. Imagine being paralysed for life.........Therefore I see huge demand across the world for this test and high profit margins with limited risk.

At this valuation it is a buy/

The test has massive value almost and perfect results.

The reason this is significant is that it avoids the need for expensive brain scans which can cost the NHS a few hundred pounds a time.

IT IS for this reason they can easily get deals with huge profit margins. We are looking at 100 million market cap here in the coming months in my opinion.

Where are the revenue numbers or are we heading to another placing soon??

With cash running low.

500k Not much.

EIS Tax Benefits: Investors can benefit from up to 30% income tax relief, tax-free growth, and loss relief under the UK’s Enterprise Investment Scheme.

De-risked Opportunity: Preclinical data de-risks the project, while rare disease regulations further enhance the commercial viability.

High Growth Potential: The combination of unmet need, market size, and the innovative approach creates a compelling investment case.

Surely with free warrants they must have been purchased big.

New clients take massively undervalued shares in the open market and get to 2/3p with new shares.

Even without 201 and 401 but then if one or both get done then what? CLX update and possibly take on Imperial which would be far further than a standard evaluation project so worth big bucks already. Lab revenue and grants.

6 month target = 5 p-10 p range

Mark buying big is a big hint of future plans.

I think people accepted what was going to happen by making all the changes. Nothing to do with a broken record. They got what they voted for which was a restart. I'll go with the flow and follow the money.

I have written off the previous investment but I have looked at this and seen it as an opportunity to regain some of the losses. Never good to chase but I will be selling at 100%-150% this time and making up elsewhere not holding on unless either 201 or 401 complete. At this price and with cash the company is secure for 12 months at least and likely we will see significant news from different parts of the business and 201 and 401 deals are freebies from here. With the market cap being next to nothing and Mark being heavily invested and cash in the business on balance I see it as a risk worth taking for now.

Mark thinks so based on his buying. I think those warrants are purely to give the company additional money rather than another placing late next year so they have done it at a price where they think they will get the money. They must expect based on newsflow for it to hit 2p before people exercise the warrants fairly soon.

Most people sold before the placing in fear of the placing. I think the gap will be filled.