Member Info for PM2022

Agree but in reality if they dropped 201 the market makers would likely drop it 50% even from these prices the company would no longer exist as raising cash from that market cap would not be possible. Ideally getting a positive update would be good or best attempts must be to conclude in a positive direction.

Still I think it is highly likely 201 should conclude given the time taken progress must have been made.

Cash until H2 2025 with further upside from revenue with 11 contracts waiting to be signed many of which will be in H2 this year.

Deals for 201, 401 and CLX the big one. This could even get to 30p by December if 201 and CLX concluded not to mention evaluation project outcomes.

Comment from Adam below, with CLX being formulated a deal is on the cards this year: He is backing it and I think they have no choice but to for an early deal. It may just bring in 15/20 million upfront with a few hundred million in milestone payments but at a 4 million market cap that would be a 10/20 bagger (inclusive of some milestones prices in) by Christmas even without 201, lab contracts and so much more.

MASSIVE improvement in #VAL RNS output, following a hard lesson in phraseology.

Much, much, better than the last exercise in self-depreciation, in my view.

CLX now in safety assessment, and formulated. Let's get the early package done then partnered.👏 https://londonstockexchange.com/news-article/VAL/business-update/16478764

Comment from Adam below, with CLX being formulated a deal is on the cards this year: He is backing it and I think they have no choice but to for an early deal. It may just bring in 15/20 million upfront with a few hundred million in milestone payments but at a 4 million market cap that would be a 10/20 bagger (inclusive of some milestones prices in) by Christmas even without 201, lab contracts and so much more.

MASSIVE improvement in #VAL RNS output, following a hard lesson in phraseology.

Much, much, better than the last exercise in self-depreciation, in my view.

CLX now in safety assessment, and formulated. Let's get the early package done then partnered.👏 https://londonstockexchange.com/news-article/VAL/business-update/16478764

All that matters is the deal and payments. Patents could be the reason for the delay and might be done by the time it is announced. If anything 201 could be better than we know or think if they have done additional work which is likely.

Suzy is still the CEO until it gets passed over. The last RNS was excellent. Work carries on.

No ramping at these prices. It is called moving to fair value.

Cash until H2 2025. Simple as no real issues. Plenty of news due and if cash is needed next year it will likely be at a far higher price than these levels.

Stop acting like a kid Porky and wasting my time.

Have a good day and do something constructive with your time.

You are not invested so move on. If you see no value then kindly FO. Plenty of other stocks. I have no interest in bickering with you all day.

Finances have been well managed by the current BOD. In 4 years only 130 million shares but so much in the pipeline.

Expecting lots of significant news throughout the next 6 months.

We no longer do clinical trials so a low risk and high reward strategy.

Finances have been well managed by the current BOD. In 4 years only 130 million shares but so much in the pipeline.

Expecting lots of significant news throughout the next 6 months.

We no longer do clinical trials so a low risk and high reward strategy.

That would mean the likes Synarigen with no deal and a phase 2 drug should not have been valued at 200/300 million.

It means other biotechs assuming the likes of AVCT if it does not have a deal should not be valued at 100 million plus.

It would mean all AIM companies without a deal should be valued at zero.

What matters is what stage the compounds it at and the potential even without a deal.

If that was not the case then anyone would buy any compound even at phase 3.

We forget when LOI was signed for 201 Valirx was valued at close to 50 million but it dropped as funding was required.

So you value all our assets at 1 million?

Can you explain why?

I look at where we should be and the potential of where we should be based on our assets.

We are where we are because of a lack of support we get trashed by a group of derampers. Delivery is one side but not being invested targeting us is another matter. It takes time and progress is being made you cannot expect a 200 million deal in 1 day. We don't know what is going on with 201 but at least for now it is in play until they say otherwise.

As I said most of the building stage has gone so we should start seeing significant news in the coming months. I'll leave it at that as I don't want to keep responding to people.

The focus needs to be on delivery not further instability and wasting time having BOD members sitting around and finding replacements. Changes have been made so we now move on.

Pointless arguing with Porky given his agenda. Waste of time so don't bother responding.

Target should be 15/20p by December with delivery it can be done.

Who the hell is? Porky's wife turned up.

talking nyct £50 target, valirx £2 target, 4d £1.50 plus, he1 targets out of reach. you cannot even read a financial report and understand it.

you write well but your as dumb as **** that is for sure.

No, because we are undervalued and our spend is low with a low risk strategy and high upside. Unlike 4D burning 55 million you see they will just not get the payments to survive at the time. Try to raise 55 million and even a deal which was miles away would not cover that.

Absolute shambles and your giving us advice.

His is the person trying to give people advice here after loosing all his money at 4D. Porky take your own advice from one of your own posts and either invest or as you said “FO”

Porky9

Posted in: DDDD.L

Posts: 6,880

Price: 38.85

Strong Buy

RE: Great summary from Sangijuelas from 7th April!!! - thanks Sang

12 Apr 2022 17:19

@Sang
You are interpreting the Oxford Finance situation incorrectly

Read the dam Investment Report issued, they clearly confirm capital into Q4 end of. They also state two further tranches from Oxford of 10m and 7.5m respectfully as required, they have an RnD Tax credit of 9m they have additional filings on the NASDAQ where they could raise a further 150m end of the year if they want. They are in NO hurry.
Further, Duncan confirmed he is in talks with Oxford Finance hence terms could change yet and further we discussed we could see a licence deal land in that time, a payment on the vaccines and other potential additions.

Give it up for Gods sake either invest here or FO. Spreading FUD now is ridiculous. Make better use of your time if you are not invested, why sit here trying to de-ramp whilst something could drop that materially moves the SP north or you just miss a golden opportunity.

The SP is on the floor here at 40 pence not 40 quid. strap a pair on and invest if you are so keen to follow and keep posting.

Then you will say reduce cash burn 1 million then 0.5 million then need less than 100k spend.

You were saying remove Suzy now you are saying no CEO.

Yet you invest in 4D burning 55 million a year. 1.5 million is nothing.

You have no reason to be here other than to disrupt. When someone listens you twist it and say look what you have done just like with the CEO.

To pay for lab staff, scientists, research is not free. What they need to do is grow the market cap take this to double digits then the spend would be perfectly fine.

because it shows you know **** all when it comes to finances and strategy. it took me one second to see that 4d was going bust even when it was 50p plus just like many other people predicted.

Then you will say reduce cash burn 1 million then 0.5 million then need less than 100k spend.

You were saying remove Suzy now you are saying no CEO.

Yet you invest in 4D burning 55 million a year. 1.5 million is nothing.

You have no reason to be here other than to disrupt. When someone listens you twist it and say look what you have done just like with the CEO.

To pay for lab staff, scientists, research is not free. What they need to do is grow the market cap take this to double digits then the spend would be perfectly fine.

CLX is the latest science the type the big boys could pay billions for with a bit more work but at the moment 20 million would be a buy for them. Add all the other assets and you get a decent offer. For them it is not much they would probably have to offer multiples of that just for CLX with a bit more results so it works for them if they everything else thrown in.

It even has a grant so clearly has huge potential