Member Info for PM2022

Trying still applies if trying to find a partner for 401 or 301. She then changed to we are out licensing you would not change from trying to we are unless they are. Also could they have found a partner for all three if changed to they are out licensing which should apply to all three drugs.

Also the last few minutes to me is also a hint as well when she is asked what the future holds. She seemed happy and sort of deviated away from giving it but just had that feeling to it with the way she laughed. If it was going bad the reaction would have been different. It surely is a 100% in my view.

It's a special present for current holders. The other dummies will come after news. Buy, Buy, Buy.

Well it is confirmation for me and yes a slight slip lol. Well worth a listen for any clues. Definitely looks positive.

It's confirmed partner and deal on the way. First she said we will try and out license the current drugs then stated we are. Therefore probability of partner has gone up after this interview.

She just tweeted something. Not listened yet but could be interesting.

https://anchor.fm/careers-in-discovery

PYC should be completing the work very soon. 201 done already. Therefore likely update regarding possible treatment for Sepsis or Covid19.

All three drugs 201, 301 and 401 should now soon be in play for a possible deal given discussions would have been ongoing over the last few months. 201 should have a JV this month or next followed by 301 and 401 and a few updates by Christmas. Operational target to get all 3 drugs to be partnered soon.

Could well be the great year that Suzy predicted.

Totally agree. Given where we are at the moment and the fact it would be our first deal it will likely be a real game changer.

The millstone payments could attract many investors if the market remains less than 50 million and I see us hitting the £s mark easily. Just need that first deal which we will surely we will get soon. The time to remain in will be after the deal and not jump out so quickly.

https://www.fool.co.uk/investing/2021/07/28/the-sareum-share-price-is-exploding-higher-should-i-jump-in/

Interesting read. How pumped is SAR. Difficult to understand that market cap. I am sure if we get a deal we can at least get to a 50-100 plus million market cap even if that may seem high if SAR is valued close to 300 million. 11 million market cap for VAL is worth a shot with a decent pipeline for sure just patience required.

I disagree to an extent. Depends how much upfront payment you would get but you would have to do the maths to see. How much would we be diluted if we raised 3 million at 50p or 100p not by much at all. With cash in the bank comes great confidence for future investors and we should see a stronger rise without actually being diluted by much at all.

Anyway maybe we will avoid that situation and not to worry until later this year or next year.

I totally agree with you Olbaldy. That was my point. A reasonable dilution at a higher market cap would not be that bad given how much we would be diluted by.

It all comes down to getting a deal and I am sure we will get one but timing is also important and we need one soon to rescue the share price. We could also easily get 5/10/20 million upfront payment but I think we are good at the moment and well worth the investment. Great risk to reward ratio at the moment with a realistic probability of a deal for me being 85-90 % this year .

Not worried about any placing early next year. The key is getting an average, good or excellent deal.

Our market cap currently is 11 million. If we get any decent deal we should easily be multiples of this. Most likely we will get some cash upfront and a placing at 50p/100p region following a deal should not dilute us by much if at all we need one. Any placing at such a price would hardly make a difference if it is for a few million and it would ensure stability for the share price and company.

I am very confident a deal can be reached and for them not to even get one offer would be astonishing given the value of the company and potential of the drug and work carried out by Physiomics. I am sure Suzy is working to close all deals by a deadline if they have not done so already therefore as they stated last year they will pick one and announce it. It would not surprise me if they get between 5-10 offers for 201.

It is a buy for me at this very cheap market cap and you got to take your chances in these types of situations and be patient.

We await a very big deal here after a year long of negotiations supported by PYC work. This is buy range not sell range.

You may live to regret but goodluck.

Good On Suzy for trying. She does make an effort with us.

Just hope a deal lands or share price goes up before a required cash call as a cash call at this price would be devastating. Not a sensible comment on twitter in my opinion we just have to be more patient.

Agreed. We all have opinions but just applying logic. Maybe the reason for the silence as they don't want to risk causing damage to any deal that may have been accepted. Can take weeks before it is finalised. Could be wrong though.

It has been ongoing for a while now so surely we are at that stage now and if not then probably no deal which I doubt given all the positive statements made.

I think they said something about the types of patients that can be used in the trial and that it was useful information during the live Q and A.

I wonder if they were able to determine the max dosage though. Also for PYC to have taken this project they would have had a good idea as to how to add value in order for Val to agree to the 6% and would have done some basic work first.

The deal could already be done but needs to go through various channels first before being formal. My guess is that it is all done.

Also more recently it was said people should ask how confident they are they will get a deal. That suggests to me they should have some deals or were/are having very serious discussions with multiple companies.

I suspect that the deal we will get will be enormous compared to our current market cap.

They did say that. My assumption is that they still have numerous offers and with the PYC work they are trying to get a brilliant deal with a good upfront payment. They have never put doubt as to any difficulties getting a deal for 201 so I suspect this is ongoing with multiple offers/discussions. Also I feel without interest last year would PYC have committed to the work they are doing.

Big difference between a bad deal and a very big one but either one should see an increase in SP.

I predict RNS on the day of the Zoom call or before if it is happening next week. Last time we had a negative RNS on the day regarding KTH222.

Maybe this time it is a deal otherwise they would be repeating the same details again. Something about to happen I guess.

On reflection I will probably hold as well just concerned a bit concerned it could run into danger in the next few months if no hint of a deal. But I would hope for at least for some update by the end of September even if a deal is not completed as the SP has been gradually dropping for sometime.

I trust my research and all that I have read from everyone. I trust that over a long period of time that this is a company that can be a hit for shareholders and patients. We just need that first decent deal and I hope Suzy can help us get through this phase in a timely manner.