10 Reason why Val can mirror market cap of SAR29 Sep 2021 06:02
Here are my notes.
Current market cap only 19 million. This is very, very low for a drug company with clinical assets.
1) Confirmed VAL 201 deal on track to be announced shortly. Upfront payments, massive milestones and royalties.
2) Focus now on VAL 401 to get a deal here soon. Again expect a decent deal here after 201 deal.
3) Val 301 with Japanese for the last 17 months. Inbound queries from many other pharmaceuticals as confirmed in the meeting as well. Deal highly likely here as well.
4) Cash spend is amongst the best on AIM for a drugs company. Strategy to out license future drugs means no risk of large placing. Confirmed no placing planned for some considerable time. Should increase confidence.
5) Confirmed institutional investors are planned with Cenkos on board who will be supporting with this. We only have 65 million shares as well.
6) Lots of projects to be taken that will require low funding to be sold on at pre clinical stage for many millions if they show promise.
7) PYC work is almost complete and would likely have increased the value of our drugs significantly. Also potential findings for other treatments like other cancers or Sepsis.
8) PYC to get 6% of any deal. Cenkos 6% warrants from next year so will want share price to do well. Both on board as strong support.
9)It appears a deal will be with a large pharma and will be the first here after decades. This should increase confidence massively.
10) LIkely 201 will get to market based on lack of side effects, science and success rate so far. Therefore likely to be worth billions.
We have a great CEO and board that care about the shareholders. No doubt big news will come shortly and the world will be jumping in. Fair price SP 60-70p before any hint of a deal then once announced hopefully should smash the £1, £1.50 pound mark and push on from here. I can see Val being many £s in the next year or two with a very large market cap.
Keep those shares because this will very likely be once in a lifetime investment. The only way is up from this market cap.