Member Info for PM2022

Big Interview tonight to rectify misinformation. Tomorrow will be the main day where we go to where we should be.

Great to take advantage of a low market cap and misunderstanding. I purchased a few more as well.

PYC update due soon. Big news to come and further interviews from Suzy and expect Cenkos to add institutional investors soon. With only 65 million shares this will rocket. Also deal for 301/401 can happen anytime as this is ongoing.

We should have a strong rise tomorrow following some clarifications from Suzy. We have been undervalued for so long and I hope after this deal it will not be the case. I expect 80p minimum just based on this news and further significant upside.

Also it's about time Cenkos did something when we need them so at this low market cap. Now is the time VAL is being watched and time for them to help out and increase confidence so we can settle at a decent value.

The US market is very big and using these private investors will enable 201 to get to market quicker. We also will not have the problems of recruiting patients than if this drug was progressed in the UK. The market is very big in US for prostate cancer.

I think it is a smart move with more focus on potential royalties and getting 201 onto the market much quicker. Therefore the focus on milestone payments should not be as important if we can generate big revenue by getting 201 to market quicker. The current value of VAL is wrong after a misunderstanding and I can only see this being corrected and us going back up. I still think we should be 80-100p imo following this deal.

The website everyone was looking at was the wrong one. In the US as stated these investment vehicles are common as they have large investors investing in these type of drugs to gain maximum returns when it comes to market.

I have done some background work and have been pointed in the right direction. I understand this investment vehicle is amazing and also the website some were looking at was wrong. US market also being a massive market for prostate cancer all
privatised and therefore a faster recruitment for patients. As for funding let us say and speed of getting this to market will be better and very rewarding. The royalties will kick in nice and fast.

Works very differently in the US. Huge mistake for those that sold today. Onwards to Upwards. A brilliant deal.

Likely,

I don't think people know much about the company and are looking at a different one with a similar name. No reason for the drop. Oversold and we should go back up soon. Suzy to give interviews tomorrow.

I just spent a long time also looking at a different website. I think this is where the confusion is. I don't think it is the company that I am seeing. It has a different CEO and slightly different name.

I got a feeling the general perception is wrong here. It will be better than we think. We need more information on this company.

I hear the big buyers Adam and Nick are buying.

Way oversold. See a big rise following some interviews tomorrow.

LETS GO.

Suzy needs to step up and burn the shorters who are harming the company so they do not return. The only way to do that is stop worrying about spikes and being cautious otherwise you will be left with no investors.

Really needs to bring positives. They must of had plenty to have taken this deal.

All of these negative posters were nowhere to be seen all year. They all know nothing about the company.

Best not to listen to these groups of people. DYOR and if you seen an opportunity then do what is best. For me this is a strong hold or buy imo.

I think if you are seriously invested might be best to stay away from this board. Let the losers talk to themselves.

This is all a temporary misunderstanding. I expect Val will go up just as quick following the interviews.

As they say be greedy when others are fearful.

Dracula you have no clue what you are talking about. Suzy has already stated enough working capital so does the upfront cash matter if she has stated that.

The important part is funding for this drug to progress it to market. We then have milestone payments and royalties as well as cash along the way. It is lower than what was expected but given our low market cap it still signals massive potential. We have so much more than just one drug as everyone knows. Why is it not possible that one of the bigger pharmas like Takeda take 301 as well.

Guys please report EYEOFTHETIGER. His title is false/misleading and is a statement of fact. This is damaging to the company and shareholders.

Posted by Adam this morning. Great analysis. Ignore the groups of uneducated tramps on here and listen to the person that understands what is going on.

Just to get in with some initial thoughts; I’ve just asked and believe Suzy will be doing an interview outlining the deal in more detail. This will be the start of more to come. It’s a solid proposition and a most welcome RNS for me.

These types of deal are becoming the norm, particularly in the US. It looks like VAL are now positioning themselves between academia and US corporate finance – nice.

Privately-backed finance development companies, who are awash with cash, are taking or funding candidates through Phase 2-3. Some float NASDAQ; some stay private. They have an excellent track record of pushing things through quickly and realising gains. They also won’t park this, like we’ve seen with other peer company tie-ups, which seem to take years (if at all) to realise.

I work with a number of them, so feel well-equipped to give my view on this, and I’m going to give it.

They will have scientists in this outfit, who I suspect will be working on the formulation and indications, to refresh the patent, and maximise any potential payments.

There is a massive upside here. It appears that Suzy has broken into US corporate finance. For VAL, that's probably a bigger ask than a pharma company, and they are so hard-nosed and purely finance-driven, they are almost better placed to do the heavy lifting.

This abodes EXTREMELY WELL for the new candidates, and I’d expect at least these sort of figures now for newer candidates at preclinical stage, without the “baggage” that we know has been associated with 201. I think we’ll now get more. Suzy and the team have finally proved that they can take something on, and sell it. Imagine what they are going to do with a shiny new product with 20 full years on the patent.

The initial payment is enough not to raise, and I’m fag-packeting that this will now be enough to sustain overheads. That’s what we needed, and I think we’re home and dry now with that one now. We can finally put it to bed.

Now – and this is where the material is to be digested:

It is a fee-per INDICATION. This product has not been passed over as purely a one-hit prostate drug. It has been out-licensed for ONCOLOGY.

This is unusual, in that I cannot tell you what any potential payments could be, in total.

Prostate cancer has a number of individual indications in and of itself. Some drugs are licensed for three indications in prostate cancer alone.

Totally agree Genki. I think it is more a lack of understanding by some and some negative people posting because they lost money in the past and take no responsibility.

Val has done well but we need to know more regarding this deal. Suzy does need to give more advantages in regards to this deal but regardless our market cap is very low and treatments for cancer are very expensive.

We will get royalties which will be huge if looking at sales plus a large sum of cash if it gets to market and all that should be priced into the market cap. Therefore for me this is a strong buy or a hold at current price.

Sushi, perfectly happy for someone like you to short. You will deserve your loses.

Looking forward to a great interview from Suzy this afternoon. The sellers will then all be jumping in. How many times have we seen this over the months. 27 million market cap is a joke and a fantastic entry level for those with a bit of intelligence.

Now that we are such a low market cap and we have a deal I hope Cenkos get some buyers through. It cannot happen next year when it suits them. Suzy needs to speak to them as they have done very little for the 6% that we can see at the moment.

RAF06 have you woken up from the dead. They are gone and new strategy in place.

This company is heading the right direction. Looking forward to a great interview later today.

Posted by Adam this morning. Great analysis.

We are now talking, potentially; prostate, breast, ovary, and uterine.

So; it could end up with one licensed indication. It could end up with 10. These are unlikely extremes, granted, but I don’t think that the 60M is going to be the expected potential final payment.

I also suspect that payments will start to come in stages before potential commercialization, and it may be that the product is sold on quite quickly for a decent wedge of that. I think that “commercialization” doesn’t necessarily mean they are running it to the end of Phase 3.

So, for me, I’m three feet in now, and I’ve fairly immediately taken the decision to retain 100% of my holding. US private finance looks to be the way forward for the new strategy, and I cannot overstate how impactful this is going to be in the next 1-2 years. It just doesn’t happen at our level.

GLA and have a good day.

PS – Oh – I forgot the royalties – could be very substantial. If you have 5-10% yearly on a blockbuster, you don’t need to raise, put it that way.

Posted by Adam this morning. Great analysis. Ignore the groups of uneducated tramps on here and listen to the person that understands what is going on.

Just to get in with some initial thoughts; I’ve just asked and believe Suzy will be doing an interview outlining the deal in more detail. This will be the start of more to come. It’s a solid proposition and a most welcome RNS for me.

These types of deal are becoming the norm, particularly in the US. It looks like VAL are now positioning themselves between academia and US corporate finance – nice.

Privately-backed finance development companies, who are awash with cash, are taking or funding candidates through Phase 2-3. Some float NASDAQ; some stay private. They have an excellent track record of pushing things through quickly and realising gains. They also won’t park this, like we’ve seen with other peer company tie-ups, which seem to take years (if at all) to realise.

I work with a number of them, so feel well-equipped to give my view on this, and I’m going to give it.

They will have scientists in this outfit, who I suspect will be working on the formulation and indications, to refresh the patent, and maximise any potential payments.

There is a massive upside here. It appears that Suzy has broken into US corporate finance. For VAL, that's probably a bigger ask than a pharma company, and they are so hard-nosed and purely finance-driven, they are almost better placed to do the heavy lifting.

This abodes EXTREMELY WELL for the new candidates, and I’d expect at least these sort of figures now for newer candidates at preclinical stage, without the “baggage” that we know has been associated with 201. I think we’ll now get more. Suzy and the team have finally proved that they can take something on, and sell it. Imagine what they are going to do with a shiny new product with 20 full years on the patent.

The initial payment is enough not to raise, and I’m fag-packeting that this will now be enough to sustain overheads. That’s what we needed, and I think we’re home and dry now with that one now. We can finally put it to bed.

Now – and this is where the material is to be digested:

It is a fee-per INDICATION. This product has not been passed over as purely a one-hit prostate drug. It has been out-licensed for ONCOLOGY.

This is unusual, in that I cannot tell you what any potential payments could be, in total.

Prostate cancer has a number of individual indications in and of itself. Some drugs are licensed for three indications in prostate cancer alone.