Member Info for PM2022

Typical upfront payments are not in the range that Valirx would be getting. All those factors are already priced into the deal.

Milestone payments in the deal would attract larger institutional investors. The market cap would increase allowing Valirx to raise the case more easily in the future.

Or the deal completes/Valirx gets cash and a very big move upwards which appears to be more likely based on the presentation.

I am not TRX so I have no idea about the details but looking at the upfront payment which is very low compared to other deals it is a fantastic deal for TRX given safety, tolerability and efficiency.

TRX will not get a better deal than this which is why it should complete.

Large market opportunity. The prostate cancer market is worth many billions of pounds.

Multi cancer potential. What was it 30 million extra on top of the 61 million for each additional indication.

Strong demand for better prostate treatments.

Milestones.

Intellectual property strength across the US and Europe with potential to reformulate the drug.

Ultimately it would be down to the science but the previous trials were promising. We know VAL201 is very safe and tolerable therefore that derisks any investment with a potential for very high returns. Nothing is guaranteed in drug development.

Previous trial results indicated that the tumour had stopped growing in cases so results were positive with significant potential. The trials were done at lower dosages but that should increase the efficiency past the 50% from the previous trial.

They might be discussing conditions that must be met for funding to be released. This appears to be the indication based on the presentation.

Therefore a good entry point. The upside can be anywhere.

ValiRx isn’t just a lab with no substance—it’s actively developing drug candidates with specific applications in oncology. VAL201 has undergone clinical trials targeting hormone-resistant prostate cancer, a significant unmet need. This isn’t "simple lab work"—VAL201 is a first-in-class peptide that has been proven in early trials to reduce tumor growth by targeting the androgen receptor pathway​

VALIRX

. The science is genuine, and while it is still in development, it isn’t based on speculative or baseless claims.

CLX, VAL401 and numerous other projects are not just simple lab work. Valirx is worth a lot of money and is not far from completing huge deals.

AstraZeneca and Daiichi Sankyo have moved swiftly to file for FDA approval of a second indication for their TROP2-directed antibody-drug conjugate datopotamab deruxtecan (Dato-DXd), this time for breast cancer.

The second biologics license application (BLA) is for the treatment of adults with unresectable or metastatic hormone receptor-positive, HER2-negative breast cancer who have received prior systemic therapy, with a decision expected in the first quarter of 2025.

AZ and Daiichi Sankyo filed Dato-DXd with the FDA in February for adults with locally advanced or metastatic non-squamous non-small cell lung cancer (NSCLC) who have received prior systemic therapy, with a decision on that indication due in December. It is also under review in Europe for both indications.

The new BLA is based on the results of the TROPION-Breast01 trial, which showed a statistically significant improvement with Dato-DXd on progression-free survival (PFS) compared to investigator’s choice of chemotherapy in patients with this type of breast cancer who had been previously treated with endocrine-based therapy and at least one systemic therapy. It found a median PFS of 6.9 months for Dato-DXd vs 4.9 months for chemo.

“Despite marked progress in the treatment of HR-positive, HER2-negative breast cancer, most patients with advanced disease develop endocrine resistance and face the prospect of one or several lines of chemotherapy,” said AZ’s head of oncology R&D, Susan Galbraith.

“If approved, datopotamab deruxtecan has the potential to provide these patients an efficacious and better tolerated alternative to conventional chemotherapy,” she added.

If approved, Dato-DXd would become a rival to Gilead Sciences’ already-approved TROP2 ADC Trodelvy (sacituzumab govitecan), which is used for previously treated metastatic triple-negative breast cancer (TNBC), HR-positive/HER2-negative metastatic breast cancer, and metastatic urothelial cancer.

AZ licensed rights to Dato-DXd in July 2020 for $1 billion upfront, plus up to $5 billion in regulatory and sales milestones. It was the second major licensing deal between the two companies, coming after a $6.9 billion deal for HER2-directed ADC Enhertu (trastuzumab deruxtecan) in the previous year.

Enhertu has already achieved blockbuster status, with sales of more than $2.5 billion last year, with analysts at Jefferies predicting last year that it could eventually bring in $12.5 billion at its peak. They have even higher expectations for Dato-DXd, suggesting it could go as high as $18 billion a year.

Therefore, the investment case rests on a well-defined pipeline with clear milestones, partnerships that de-risk the development process, and a solid focus on areas of unmet medical need.

1. Scientific Progress and Promising Pipeline

ValiRx has a strong focus on early-stage cancer therapeutics and women's health, with a pipeline of potentially transformative assets. For example:

VAL201: This compound is targeting hormone-resistant prostate cancer, a significant area of unmet need. In preclinical and early-stage trials, VAL201 has shown efficacy in blocking tumor growth. ValiRx signed a service agreement with TheoremRx to develop this asset, which could lead to substantial future returns if clinical milestones are achieved​

VALIRX

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CANCER RESEARCH HORIZONS

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VAL301: A non-oncology variant of VAL201, this compound is being developed for treating endometriosis, expanding ValiRx's market potential across women's health​

PROACTIVEINVESTORS UK

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2. Partnerships and Industry Validation

ValiRx's partnerships with other companies and organizations show external validation of its science:

TheoremRx Partnership: The deal with TheoremRx for VAL201 demonstrates that ValiRx has attracted industry interest. This agreement, expected to be finalized by Q1 2024, includes upfront and milestone payments that could help fund further developments​

PROACTIVEINVESTORS UK

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Cancer Research Technology (CRT): The licensing deal with CRT to develop prostate cancer treatments highlights that VAL201 is based on a compound with a solid scientific foundation​

CANCER RESEARCH HORIZONS

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3. Clear Path to Development with Defined Milestones

ValiRx has laid out clear development plans for its lead candidates, with timelines and defined milestones:

The service agreement with TheoremRx includes ongoing consultancy fees and the potential for milestone-based payments. These milestones, if achieved, could represent significant value inflection points for investors​

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4. Financial Strategy and Funding

While ValiRx has conducted fund raises and consolidations, these are typical for companies at its stage in biotech development. The ability to secure funding through both equity raises and strategic partnerships reflects market confidence in the company's potential. Additionally, the funds raised are directed toward advancing critical clinical programs, ensuring that they are moving forward with substantial backing​

VALIRX

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PROACTIVEINVESTORS UK

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5. Growth Potential in Oncology

The global oncology market is vast and growing, especially in areas like prostate cancer. VAL201, if successfully commercialized, would tap into a multi-billion-dollar market, with potential revenues from milestone payments, royalties, and further partnerships​

CANCER RESEARCH HORIZONS

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Conclusion:

While risks remain, as they do with any biotech investment, ValiRx’s science has been validated through multiple collaborations and partnerships. The company’s strategic development plans and partnerships (e.g., with TheoremRx) show that it is moving in a promising direction. Therefore, the investment case rests on a well-defin

Yes Laura but tie that in with TRX are having productive discussions with the financers. If you say no placing first then surely he knows whatever the outcome or fairly certain.

I would say 80% deal news first or 20 % placing first. If a deal happens obviously with cash we could hit 10p.

If you were not Porky why would you care if someone said you were given you don't post here or are invested here? You would simply not even notice or move onto another stock. Appears you check in regularly and actually the account is a duplicate account.

Just another excuse to post nonsense.

Only when it suits you. Perfectly fine for you to go and invest in over inflated companies like GDR soon to be burning 600k a month with hardly any revenue. They may have a product but a very long process before you get the revenue.

It is all high risk and high reward. I think we all know that but at this market cap the upside exceeds the downside. All the signs suggest 201 news will come first and they need it to attract larger investors.

You convinced yourself of that. If he planned to end it would have been done already.

He clearly said TRX was having productive discussions with financers. He was meeting twice a week including with TRX financers. EUDA news recently ties in with all this as well.

I think a payment or deal signature is the more likely outcome here. You don't waste three years just to give up.

Porky, you’re like a bad smell and very sorry to hear about all your losses on AIM.

We know there will be a loss and yes interesting to see CAB as we don’t really know what the cash burn has been like and whether we have received any grant, tax credits or lab money for example so take a chill pill.

You have been working overtime here in posting more than most and don’t actually own a share…. How strange!

Why should you care about CAB or placing or no placing or the IP at all? Why post if of no interest and not invested?

Firstly, 401 deadline for Ambrose is end of year so don’t speculate too soon.

Secondly, ME confirmed this week that 201 / THX should happen soon.

Hmmmm, who do l listen to - a non-shareholder with no Bio experience with a history of loss making investments or our own CEO, a Dr with decades of bio experience and substantial shareholder who is bound by disclosure rules as a PLC director?

Khelder, spot on mate!

Fake likes by the bugged account.

I said it recently and i'll say it again that I absolutely believe the valuation currently should be 10 million - 50 million depending on whether both 201 and 401 can be signed. CLX, 201 and 401 milestones will correct the market cap especially as it will then attract much larger investors and change confidence.

Where we are is based on many factors but at some stage Valirx SP will be corrected provided they can avoid a very low placing.

I used to call out share4 for being Porky last year but few believed it. He was always complimenting Porky to give him credibility and just seemed odd the way it was done.

His games are obvious and his true feelings are not so negative for this stock. He is just playing us. It is not possible to go from being so positive to so negative.

When board changes are made he is still negative but he was calling for board changes before saying he will invest only if the old board are removed but when that happens not a sign of positivity.

Exactly and he even said the 201 deal is to be resolved first. Now that could also be negative but the signs are positive as TRX had productive discussions with financers etc and why would Martin be having meetings twice a week to show he is producing results etc for when news comes. He has a good idea what will happen either way.......

Due to previous delays people will not believe it until they see it. It will just mean a greater rise when it does happen.

It will probably gap up 100% --150% on open at this price but we will see. I don't see the logic of TRX holding exclusivity with the new BOD in place unless real progress had been made and it was now very close. You don't need to be smart to figure that out.

I believe Martin stated it was with the legal team so I would think that is the final stage before announcement along with the transfer of funds.

With the TRX situation being resolved before any placing and with signs being positive we can only go based on probabilities.

Go and invest in GDR then.

He called nothing right. He spent almost everyday of the last 3 years shouting placing.

His price calls are even more of a joke. Glad idiots are around to think he is right.

Have you watched the presentation Rat?

Trx had productive discussions with financers. Martin met with Trx and financers?? News is due soon and before placing so although he is not allowed to say if it was good news it would likely have been a placing soon if it was bad news first.

You work based on probability and somewhere in that presentation it was said they had a deal to maintain exclusivity????That is my take but you can watch it for verification.

If 201 did fail they had buyers lined up that was said I believe. If that fails the 401 deadline is close. So all in all something good should come first and the SP can be much higher than where we are.