Member Info for PM2022

10 Million market cap again. Would you sell Val at 0p given a deal worth 100s millions is about to be announced and two phase two cancer drugs that work.

SInce the placing with the products we had we have had TNBC estimated to be worth 10 million at the moment. We were mainly 40-45 p before the first delay and 65p after LOI. Now with the deal about to be done we should be minimum 50p after even if you include the small dilution. Also cash 2.5 million. No brainer buy at these levels.

I think we will get a news rich period over the coming weeks. Staying put as once the news comes a fairly decent gap up with further momentum is expected.

@Sporky look if they were placing for the lab it would have been done. Strategy changed and now it's about building again. As Adam stated the expectation was the SP would rise from 30s after the deal and that would have allowed them to do what they needed to do. It can still happen but incentive is to get to 50s or more first as you cannot raise much for an asset at these prices.

@Porky you stated 84p pre licensing. You state no funding ok no funding but you also stated 240p after deal. If funding happens I am sure your prediction will be 240p for VAL again from 12p where we currently are. FACT TRX are patent specialists and are planning on getting a new 20 year patent for 201 therefore huge value in terms of revenue and milestones. Maybe going to 100s million or billions in revenue over the years if results are as good as expected.

TRX will be driven to satisfy their investors. They will have to deliver for them so will do the trials quickly and efficiently once funding is completed soon. They have a prostate cancer specialist and patent specialist with experience so the perfect team and not just some start up. They don't need to prove anything to us yet that is being done to their investors.

All in all my very low and modest prediction of 50p after the deal stands and 20-30p pre deal at least. Don't forget as it stands according to opinions of experts TNBC is alone worth our market cap so we are effectively at approx 0p. Now unfortunately it is difficult for a stock to go below 0p. Also with cash.

Every few years AIM throws an opportunity of a lifetime to multibag. In my view this is it.

Anyway we can agree to disagree see you at the end of August and please take Sporky with you. Deep down I know you are waiting for your funds to arrive so you can buy and you are simply attempting to keep SP low to buy later.

Totally agree TDK. All fairly one sided and taken out of context. He will likely buy in heavy when his funding comes and you will lose big selling at the absolute lows. You only have to refer back to Nov 2021 where he was stating we should be at least 60-70p before any deal. Well now we have TNBC worth an estimated 10 million and a deal should be concluded very soon therefore £1-£1.50 or more according to him.

Darkhero not fact and not opinion. Details collected from various sources ranging from emails, twitter and the fact that the placing for wc was done last minute as the deal was expected to conclude. Suzy had already stated as well on Twitter and emails that progress was very significant and milestones have been reached so I conclude it will get done over the next few days/weeks. Also RNS indicated follow up RNS for 201 soon I think this was done as they are expecting it to conclude very soon not just a random statement.

Dealer55- Don't fall for Porky tricks. The dilution was small but since the 18-22 p range we have the Letter of Intent and we were generally between 40-45p before the first delay and without funding. We have since had TNBC news which is already worth about 10 million so no we should not be at this price. I would say we should be 50p before the deal but the markets are not great at the moment so 20-30s is the absolute minimum before the deal imo.

Read my post again Porks. No real downside here. As I stated TNBC is already worth our market cap imo. Adam's opinion is the same. That means after being 65p we are now 0p. Yes 0p with a deal worth 100s million inclusive or royalties and milestone payments.

Cenkos will likely take the warrants at 22p and they will have an incentive to take VAL to the moon. FACT.

We know you are here because as you said many times you intend to buy big but don't have funds yet so you are waiting. But we are about to move big.

VAL201 = spent approx 15 million as far as I know. Trial results outstanding with over 50% success rate. Note the drug was tested at lower dosages therefore the likelihood of the success rate in future trials is considerably higher imo. Very safe drug with very minor side effects.

Estimate value for 201 before deal given positive results = 25-30 million imo
After deal factoring in potential for phase 2b oncology drug = 40 million imo

Val 401 also has successful phase 2 results. Millions spent but a deal yet to come. I'll be negative and value it at 5-10 million.

VAL301 unknown value. Potential for a huge deal if the evaluation from Jap pharma is good or from internal work carried out by VAL. Value is yet to be known but could be huge.

TNBC- estimated value approx 10 million at the moment which will increase as time progresses over the next two years.

Our current market cap is 10 million with 2.5 million cash. Our SP over the last 2 years has mainly been between 20-65p. This means LTHs are down and will know value here and are unlikely to sell at these prices so naturally SP should increase.

Also August/September over the last two years have been big months for VAL. My conclusion is Valirx will correct itself to a degree 20-25p or more before the deal and then double/triple after the deal again dependent on the RNS/News. I have reasons to believe they are close to concluding.

Therefore I have justified my opinions. 40-50p soon likely in my opinion but really we should be much higher than that if the deal concludes. WIth cash not much risk and big news due. STRONG BU

Irrelevant. Had the trial been more patients it would have already a 100-500 million plus market cap. All factored in but should be far higher which is why the next stage is 2b for more patients. Southern we know you want to buy but you are waiting for money to come and attempting to keep SP low.

Also consider TRx and their investors are investing 10s million on this trial if it fails they lose. It bloody works.

DarkHero1981- you seem new to all this. Let me justify my opinion but please DYOR.

VAL201 = spent approx 15 million as far as I know. Trial results outstanding with over 50% success rate. Note the drug was tested at lower dosages therefore the likelihood of the success rate in future trials is considerably higher imo. Very safe drug with very minor side effects.

Estimate value for 201 before deal given positive results = 25-30 million imo
After deal factoring in potential for phase 2b oncology drug = 40 million imo

Val 401 also has successful phase 2 results. Millions spent but a deal yet to come. I'll be negative and value it at 5-10 million.

VAL301 unknown value. Potential for a huge deal if the evaluation from Jap pharma is good or from internal work carried out by VAL. Value is yet to be known but could be huge.

TNBC- estimated value approx 10 million at the moment which will increase as time progresses over the next two years.

Our current market cap is 10 million with 2.5 million cash. Our SP over the last 2 years has mainly been between 20-65p. This means LTHs are down and will know value here and are unlikely to sell at these prices so naturally SP should increase.

Also August/September over the last two years have been big months for VAL. My conclusion is Valirx will correct itself to a degree 20-25p or more before the deal and then double/triple after the deal again dependent on the RNS/News. I have reasons to believe they are close to concluding.

Therefore I have justified my opinions. 40-50p soon likely in my opinion but really we should be much higher than that if the deal concludes. WIth cash not much risk and big news due. STRONG BUY.

Look at the price history over the last 2 years. Also August/September the last two years have seen a huge multiple rise.

Market cap 10 million. VAL 201 Phase 2A spent approx 15 million in total. Deal to be concluded with Fantastic results and potential to be a multi billion pound drug which could generate VAL 10-100s million in revenue per year. Potential deal for 401 also a phase 2 drug could come. TNBC looks the most promising and is already worth our market cap according to experts. We also got 301 and we could get an update anytime now.

Cenkos warrants come into play this month at 22p. Incentive is to get the price here before the deal. IMO our true value should be 40-50p when including TNBC value before the deal and much more after the deal. I agree the market is not great at the moment so even if we are half that we should get this to 40-50p after the deal imo over the next 6 weeks.

Not much downside as this was a false down imo.

Market makers are gonna have a real issue valuing the company when news break. Would love opening price 30p then a 100% rise after that.

Possible leak. Huge upside 40p, 50p 60p possible just on this deal.

Monday bonanza what will the opening price be at this crazy price if it comes.

Whispers are that news will come soon. Could it be next week....

Suzy was not expecting this placing she wanted to place for the lab but this changed last minute. Surely that means they are very close as x amount must have been done for her to expect it to be completed. She then extended exclusivity and she checked the progress in detail so must be satisfied. She even stated despite all the anger on Twitter she is confident.

We are massively undervalued. If news drops at 11p then I can see us open at 25-30p. Synairgen dropped from 180p to 11p on open. Market makers opened us up at 65p after LOI without funding so to not expect a decent opening would be a surprise especially now that we have TNBC as well which is worth approx 10 million already. We may then rise another 100%.

I would be buying at this price. 9 Million market cap with decent cash. Ignore the fear as we have cash and drugs worth multiples of where we are now imo. Risk to reward is the best I have seen in years.

I think news will come before the end of the month or worst case Sept. It can happen anytime and if it takes more than a few weeks I can see a strong update coming.

I agree the placing was wrong but we need to move on. My view is that TRx should compensate given three deadlines were missed costing VAL and a likely promise was made to raise by year end and probably for each deadline after including one that could have allowed us to do a placing at a much higher level and they would have known this. The upfront payment is low anyway but as long as the deal is done for now but it's not a question of not sharing enough info as they should be told and be made to rectify it even if they don't have to.

Get it out the way so you can buy in once it is done. Seriously I don't anyone here is stupid and definitely not Adam.

Great post from Adam. I feel more confident moving forward regarding the strategy and that was the worry.

If the strategy is right and if they negotiate the right details to get from TRX given what has happened to the SP because of them then VAL will fly over the next few weeks.

I think we all know she could have done a placing earlier. The fact the deal has not been done yet given it has been over a month since the placing suggests they could not have been very close at the time therefore she could have done a placing when we around 30p-35p. I think that unclear delay RNS was to drop the SP as much as possible followed by another large discount to take it to 10p.

I have seen the board like to demonstrate SP action on graphs of when news is announced to show the world they are doing an amazing job. I suspect they could have dropped it for various reasons to buy into the placing cheap which they did, options pending and also they knew positive TNBC news was due. I think they thought they could create buying pressure from 10p as it would be very undervalued and show a big rise due to the brilliant work they think they are doing for their own drugs on a graph for TNBC but the move backfired imo.

All that it means now is we are very undervalued and this is a false drop in my view. With cash at some stage soon we should recover considerably but as for Suzy and Kevin I have concerns as it appears to just be about showing off to the industry in my opinion but again they are only making themselves look incompetent.

Mer how about referring to the end of year results RNS where Kevin made it clear they are potentially looking to use TRX for future deals. Reality is that TRX may help get her own preclinical drugs through in the future and that is partly the main reason along with them being patent experts.

201 probably had numerous offers but TRx were picked because it worked for them and the future goals to get drugs through onto the market.

I don't doubt the deal will happen as it is clear that very significant progress has been made unless Suzy is lying. Therefore it's a matter of when not if but I think it will conclude soon.

Still it's not like 201 has failed due to trials. No deal we are worth 3-4 times our current market cap as fair value but with a deal much more imo. Adam even stated yesterday that he felt that TBC was already worth 10 million and 201 should be worth about 15-20 million without a deal at this stage as we spent that much and it is a promising drug imo.

Based on that a very strong buy but patience needed.

Can we all start reporting Southern as he is clearly not invested and is being disruptive and ask LSE to do a check if it matches another account.

Look at the trend over the last 2 years? Have we ever been anywhere near 10p? What does this mean?

This means almost all LTHs are down big and that the average price has been a few 100% higher even before the LOI. What does this mean? Only a small amount of shares available below 20p apart from mainly placing shares which are getting taken for a greater hold. LTHs know the value and in general are highly unlikely to sell below 20s minimum and that only desperate ones.

Equilibrium= 25p-30p minimum imo before any hit of a deal. After the deal we should be closer to 50p or more imo.

Very strong buy. Note anyone de-ramping here is likely desperate to buy and likely waiting for money to come through. It should sound familiar to someone who is absolutely dying to invest.

Zak is behind us with a strong rise predicted. Last 40 seconds.

https://www.share-talk.com/traders-cafe-weekend-special-with-zak-mir-bulletin-board-heroes-sunday-31st-july-2022-via-vox-markets/#gs.7crr6u

Big week ahead. GL all.

https://www.share-talk.com/traders-cafe-weekend-special-with-zak-mir-bulletin-board-heroes-sunday-31st-july-2022-via-vox-markets/#gs.7crr6u

last 40 seconds. 16-17p next move according to Zak Mir. We should start moving this week to this range. Almost all LTHs will not be selling at these prices mainly at a loss as it is simply too cheap and with news to come therefore seems a no brainer with limited temporary downside. Upside a potential few 100%.

August/September has been massive for Valirx over the last few years. I believe the deal is very close and therefore I can see another few 100% rise during August/September this year as well.

Last few 12p shares up for grabs and we may never come back to this range or at least for a while once we start to move soon imo.