Member Info for PM2022

Hard to be negative at this market cap. Only way is up.

GIven the market cap it gives potential investors serious upside and don't forget this is a very late stage compound.

401, CLX, lab , 201 all for a market cap of just over a million. Future secured...... More news to come from other projects.

No wonder Mark was aiming to activate those warrants above 1.30p.

Act your age.... Learn to grow up.

The only concern is whether agreeing to share options would provide the Board of Directors with an easy way out of any investments they hold and potentially lead to further significant discounts—something that has not been well managed in recent years, especially at the lower price levels.

No point coming back with a placing at 0.20 then giving yourself share options as a way out. I don't think it is necessary to award significant discounts at these prices given the market cap is so low. The expectations should be to generate some positive outcomes, clear updates on CLX and manage any future placing for holders for once so they see a return. In the past holders have been ignored in favour of new investors.

Market cap of 1.5 million is too cheap given they have a few months of cash.

Mark also heavily invested so hopefully 401 and CLX reaching indication stage and some lab contracts. A decent punt here for at least a doubler if not multiples.

I'm not selling at these prices as no point small news and this can move a fair amount.

Expectation is still to get to indication stage if they manage it this will likely 5 bag before the next placing. They have enough time.

The problem with 201 was the patent life. 401 has a decent patent life so it is valuable and only needs minimal work to move to the commercialisation stage.

Ambrose investors have potential for incredible returns for minimal risk which is why It should be successful. It takes time for them to complete the work with investors. Hopefully the news is due soon.

I think it is 55%. The anticipated revenue is where the real money will come from with a high chance of success and getting to market. That should price it in a bit more so we should be worth more than a million odd and should attract more investment especially when we get news of CLX.

I think the exit plan for Ambrose will likely exceed 1 billion dollars for both compounds. Approx 10% royalties for 401 would be significant.

Something has to happen in order to get that rally and if that happens then a placing if needed later in the year should not be a problem. So if a couple of valuable lab contracts get signed soon then it will show the company is making decent revenue as well as progressing CLX, If 401 completes then a million or two if needed should be a given and without much discount or CLX progress then obviously getting very near or the indication stage should bring huge interest as further progress will add further value to a nothing market cap.

Therefore Nick agrees that Valirx will be a huge success. A temporary 20% discount from 1p range will not be curtains but at some stage this will rally and multibag. It could be soon.

Less than a month left so hopefully news soon. No doubt they will try for the 1.3p0 warrants so any gap between might be a good bet.

A good trade here imo then we have to see where we are in the summer in regards to funding requirements.

Agreed. Perhaps 201 was cut early to allow a run of good news without disruption otherwise surely they would have waited. We will find out very soon. Grant funding may also move this a fair amount so lots of possibilities still. That was stated as part of the placing as far as I remember.

Biotech companies typically operate at a loss until they secure a major deal, often burning through more than £10 million to fund clinical trials. What we're seeing here could be one of the biggest share price rises in AIM history imo when you consider the market cap versus the potential returns. We don't do clinical trials therefore the risk is far lower.

With a market cap of just over £1.5 million, there's a potential upfront payment of £35 million (average) range +/- depending , plus substantial milestone payments tied to CLX001. And CLX001 isn’t just a random preclinical asset — the underlying science around membrane perforation is genuinely promising with safety expected to be fairly good due to the nature of the compound.

Even setting CLX001 aside, if the deal for VAL401 goes through, it could be a game changer. Assuming it's only 2–3 years from reaching the market and has a relatively high probability of success, we could be looking at tens of millions in royalties and milestones which will help attract larger investment.

If Valirx needs another £1–2 million, that's not a major hurdle for an institution to cover if potential returns from 401 and CLX are on the table. Of course, nothing is guaranteed — but compared to other high-risk biotechs that are struggling to raise £10–30 million in this market, this looks like a very compelling bet. Just look at Redx and 4D as examples.

Val also has a biobank that will generate revenue whilst the cost is relatively well controlled. It just needs good timing we need either CLX to show progress this year or 401 to complete with clear plans to avoid another large discounted placing better if the warrants come good to avoid a placing later in the year. All being good as much as this has gone down we could recover to some level closer to 10p depending on whether another placing can be avoided and if we can strike a deal or 201 with CLX001 being the main driver in share price recovery.

All about timing but I think this will double shorter term from here then it all depends on what happens with CLX and 401.

Previous directors never buy,

Talking rubbish as usual. Val401 US patent= 9 years also has numerous additional recent patents including china 2020.

Late stage reformulated compound likely success rate would be about 50% to get to market. The aim is to extend life but as we know the anticipated revenue will be very large.

CLX as it moves closer to deal ready stage investment will be lined up if required. Val should get plenty of positive news in the coming weeks so 1-1.50p is a fair target.

The cash position they have not taken on any evaluations apart from one which I understand had zero upfrontcharges. They budget for about 3/4 so therefore saving 300/400k further 200k saved recently from costs and about 100k previous to that. Add to that additional revenue should be well over 100k with more to come. The funding is not an issue provided either 401 progresses or CLX shows more progress or is deal ready.

I would disagree warrants will give the company cash and potentially avoid a placing so actually a huge positive rather than giving further discounts and 1.30 would be the base. Then a potential 30/40 million upfront payment for CLX plus milestones later this year or next year. With that if 401 completes now as well then we could be looking at a 50 million market cap with a CLX deal. Sounds unreal but very possible provided they can navigate well over the coming months.

They only need to do safety tests for CLX which takes anywhere between 6-18 months normally. That started late last year as far as we know. Once that concludes then you look well into double figures into the £millions.

They can still get an offer now but it will not be as much as 30/40 million upfront yet. It is all relative and Ambrose don't need upfront cash as long as they get funding to progress 401 which is a late stage compound giving Valirx a huge change for milestone payments and revenue well into the millions in the medium term. At just over 1 million the price would have to up a fair amount.

They should secure some chunky lab contracts with the biobank they have. Either way at just over 1 million it will not take much to move this big.

401 is a reformulated compound with a decent patent life therefore it should get the funding imo and with Ambrose being an award winning company, it will either complete shortly or a short delay imo. I can't see them pulling that as well.

401 has a good patent life which will make a huge difference compared to 201.

The milestones/revenue in the next 2/3 years given an estimated maybe 20 times our cap returns even without CLX will bring in strong investment and confidence.

CLX is worth probably 10 times our market cap. Get an offer or a few make it public, they don't have to accept it but get CLX priced in to some degree. Even a 3 million offer which they should get from almost anyone therefore should double us given our lab tech is also worth a few million plus 401 if that gets gone could be significant.

It all depends how the board plays it but needs to be soon I suspect in the next 4 weeks not last minute.

I think 50 plus meetings for CLX in the last few weeks.

The 201 deal would have eliminated the need for another placing with warrants and cash from the deal then CLX would or should have taken it past that level in the 12 - 18 months.

Now that has not happened then I would agree with your current targets being between 0.80 to 1.20p before the next placing if they deliver in the coming weeks with CLX update, 401, SPV other revenue news etc.

not much to say until mark steps forward with a presentation. unclear why if you don't have a deal lined up for taiwan then why would you play around with the loi and did the merger fail if not why demand before the agreed deadline? lots of gaps to be fair and in my view possibly a board **** up.

a month away from 401 and possible spv soon. we will see where we are in a month.