Member Info for PM2022

I should say AZ email addresses so would not be certain it was a real email but it seemed that way. The names of people working at AZ were real in the correct departments. Hard to fake but who knows.

Baldy,

Proven fake? I don't think so.

The names were with real email addresses. Also it had real scientific details that nobody has ever mentioned apart from maybe Adam on this board regarding maximum dosages.

Even George and Adam and others felt it was real. You would expect Val to deny it but the truth is was it really fake? I don't think so.

A 20 p offer would be a joke just the minimum I would expect. We even got a compound from Imperial that has already had considerable work done.

I think 40p is more realistic offer because 401 offers a buyer 15 million, 201 potential 65 million, CLX alone they can probably already sell for more than 20 million and all the promising evaluation projects.

Real people. It's not possible to fake it imo.

Does anyone remember the leaked email from AZ which was discussing a takeover at 80p because of 201.

Back then we never had CLX and a number of other compounds or other assets. Worst case Valirx can get a 20p offer now but ideally they will try and avoid that as we are worth more.

Betterliffe,

If you read the RNS you will see a clear plan for revenues to come soon.

The main revenue will be deals. You will buy when it happens at 50p plus.

As I said they don't burn much cash at all so the finances are very well managed.

I've seen your types. Buy high then sell low. Sell low and buy high.

Betterlife,

Are you the prick that had so many shares with a very high average and then sold at a loss. You can hardly talk.

I have been saying it all along they cannot depend on PIs. They need II so get them in book meetings, get revenue in this is a low cost strategy with significant upside sell it to the right people and the donkeys will chase.

In regards to any cash requirement the key is that the market cap will be far higher as revenue comes through and they will aim to conclude some deals. Longer term gains from the strategy to get early stage deals.

11 lab clients including large pharms, would some of those wish to take a stake in Valirx in the open market. BOD needs to make it happen. Does TRX or Euda want to buy a stake in the open market. Need to get the market cap up and not depend on these guys.

As I said with the amount of news due and substantial news that will make this Fly we will likely be at multiples of where we are.

If the market cap is 20 million plus raising 2 million next year is no big deal. Forward plans look strong based on the RNS.

He should go to HE1, GDR or NYCT or somewhere else. He will have more fun with a new crowd. He is not invested and we are bored of him now.

Read the RNS from last week and yesterday and the broker report. Cash until about H2 2025 but by then 201 should complete and we should get further revenue from the lab. So we should be multiples of where we are.

This 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.

We will probably get about 10 RNS in the next 6 months almost all should be positive given the very low market cap. Some will be transformational.

A decent opportunity to buy the dip at such a low market cap.

Why would they need to pay her when she is resigning and in the notice period. You talk some garbage to fool people.

Yes. Valirx had raises but that was the building phase. We have now approached the delivery stage. Raises were needed to bring stability and growth but now it is all about value adding. The RNS highlighted that. Still we are only burning just over 1.5 million for a company doing so much.

Cash until H2 2025 and plenty of significant revenue to come. Lots of news due during that period so even if they need money next year hopefully we will be 15/20p.

That was the old board more than 4 years ago who did clinical trials and had different objectives. With the current board we have only 130 million shares, world class compounds, we have gone through the building phase and now roll on the news. Our cash spend is roughly just over 1.5 million which is outstanding and plenty of cash reserves for now.

Cash until H2 next year which will very likely be extended as we have about 11 clients at the advanced stage waiting to be signed up.

The biggest upside would be a deal. CLX, 201 and 401 are all in play and this can happen at any point this year. 5 Million market cap and so much news due.

Low risk, high reward strategy. All about getting an early preclinical deal and we know that attracts large upfront payments often in excess of 10/15 million and huge milestones 100 million plus some of which gets factored in the market cap.

At 5 million we are very cheap. We should move towards a more realistic market cap before a big deal maybe 15/20 million.

Not sure about the interview but here is the news that we are expecting this year until Dec 2024.

1) Val 201 conclusion. We have been to 66p and 74p due purely to Val 201. We never had CLX then or a lab or any evaluation projects. We have all this now plus a LOI of intent for 401 worth 15 million pounds with trials being paid was it is confirmed.

2) Val 401 likely to conclude in the next 6 months. The deal is worth 15 million pounds.

3) Potential of 11 lab contracts. Pre clinical testing can expensive so we will likely see substantial revenue coming through further extending our cash reserved past H2 2025.

4) New CEO. Could well boost confidence.

5) Conclusion of the Barcelona compounds and Imperial which is a world class compound at a fairly advanced stage in the process.

6) The big one CLX. A deal for that could be worth 20 million plus to Valirx instantly.

5 Million market cap can easily and should be 15/20 million already and that without most of the potential factored in. Cash burn here is very low due to low risk strategy of no clinical trials.

Former AZ big man, drug developer and our largest holder. Owns his own company.

He was buying at 20,30,40,50p because he knows the potential. Lack of confidence took us down but we are worth so much more and things are changing.

Scancell will go bust or drop to 1p imo. When you pay for trials costing millions then you are buggered especially in this market.

Valirx is the one. Low risk strategy with huge upside. We can easily go to 50p plus on the back of 1/2 decent deals.

You expect things to drop from the sky free of charge it was well managed we have world class compounds, lab to progress that plenty in the pipeline since then and now we should start seeing the returns. Comedian, look at 4D burning 55 million with no hope of a deal and you put your life savings in that and you come here. Do something more constructive with your time if you see no potential here but clearly you do. You wished you were invested but lost it all.

Valirx will let the news do the talking. Every part of the RNS had potential and we will get plenty of news in the next few weeks/months to drive this back to where it should be.

Lots of news due see below and plenty of cash in the kitty:

The number of prospective clients in the sales pipeline for Inaphaea's services and products is continuing to grow, with 11 at an advanced stage of discussion. This includes both screening and licencing of patient derived cells ("PDC"). Interest has been expressed from a range of end users, including biotech companies, large pharma and large CROs. The latter sector is of particular importance as we believe their requirements are substantive and likely to lead to longer term product supply relationships. Although the needs of the individual clients are varied, their decision-making timelines have been impacted by a number of factors, both internal and external, and generally characterised by longer lead times. We maintain regular dialogue with all key clients and, subject to their indicated decision processes and timelines, anticipate that several of the pipeline opportunities could be executed in H2 2024.

To-date, business development activities have been primarily focused on the UK and Europe. To supplement this, the commercial team is now extending activities into the US where the regulatory environment for PDCs and related services is restrictive for local suppliers, which could provide significant opportunities for Inaphaea. In support of this initiative, Inaphaea will be attending the BIO conference in San Diego in June 2024, which is one of the world's largest biopharma partnering forum.

The sales pipeline also includes several opportunities that would incorporate services provided through our collaborators and also includes clients introduced through this network. A new collaborative services agreement has been signed with DefiniGEN, which enables Inaphaea clients to seamlessly access the DenfiGEN Opti-heps, a hepatocyte cellular model for testing toxicity of drug candidates, and also efficacy against liver diseases.

Service contracts for internal ValiRx evaluation projects and Cytolytix conducted through Inaphaea have generated savings of approximately £247,000 relative to the use of external laboratories. This is distributed such that £115,000 savings were recognised during 2023 and £132,000 from 1 January 2024 to 30 April 2024. There is an expectation by the Board of continued increases in savings as additional work is conducted on the recently initiated evaluation projects. This work benefits from access to Inaphaea's PDCs and other related experiments and assesses safety, anti-cancer activity and the mechanism of action of the drug candidates being evaluated.