Member Info for PM2022

I have never seen an RNS this good.

This is shockingly amazing. Toxicology services and that is expensive. Will bring in significant revenue and the drug development side is progressing very well. So they are providing a full service. Pre clinical testing can cost large sums of money so huge revenue for Valirx. I kind of knew what they were doing but it was never clear on an RNS.

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.

This is just one in our pipeline.

Https://x.com/adshargreaves/status/1792516105761685889

CLX might well be in a position now to attract an early deal especially if further safety results are positive. Given the nature of this peptide that should be fine.

We only need one out of 3 outcomes to really boost this and that looks almost certain. 12 lab clients at advanced stages suggest all is about to come good so decent revenue to come which will attract large investment soon.

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.

Imagine a large pharma being a client that would bring huge confidence. 201 deal and CLX deal/progress still on now is the time to push and keep going. Very significant upside from here.

This is the start of great things. Foundations are in place now roll out news after news in the coming weeks.

With everything priced close to zero and revenue to come shortly we likely might have 12 months worth of cash. News will only take this higher. I would strongly back us to go to double figures by then given the amount of significant news due.

Porky is broke from 4D so don't worry about him.

Old board. Val has a history of big rises from the lows. It has gone from 1p to 10p and 3p to 74p. Expecting a strong rise in the coming months.

The difference from now to before is that this is a low risk strategy. No clinical trials. The fInances are very well managed and we have news coming from many different angles.

We are currently worth 2 million. Valirx can get to a market cap of 20 million plus in the next 6 months:

1) CLX lots of positive tests and outcomes since it was taken over. Estimated worth from Adam 20 million plus.

Https://x.com/adshargreaves/status/1792516105761685889

2) 201 - If it completed 2 million initial payments plus 65 million milestone. At least 30% of milestones should be priced in. Deal closure worth 20 million plus to the current market cap.

3) 401 is progressing well. Pitched to investors and trial set up under way.

4) Lab revenue- numerous clients at the late stage so strong revenue is expected. Roll out the RNS's.

Sod 10p target I will increase it to 15 /20p in the next 6 months. Cash burn is very low and enough until Feb 2025 but with lab revenue coming and if 201 concludes that will significantly increase our cash reserves.

Thanks Fred. The reward far outweighs the risk which is a long time away. All about confidence and this can easily be reversed to an extent then it would need bigger news but we have several in the pipeline. Stay patient.

Credit to the BOD for not waiting around for share options and putting in an effort to get a clear update out.

False drop last week after already being so undervalued. The first target in the coming weeks is 5p with drip feeding expecting some TR1s in the coming weeks, new CEO etc and vision etc. Push out some bigger news and we can head to the 10p range. Again one of the 3 outcomes can take this from 5p to 10p.

Cash until around Feb 2025 but we should be multiples of where we are by then. Lots of big is due and we should start getting revenue.

Excellent update, very clear. CLX is progressing well. If it gets through the safety stage it should be worth a lot of money. 201 ongoing. I think we will get significant news over the coming months.

One of 3 outcomes are needed in the next 6 months. I think we can get all three and that is what the target should be.

1) 201 completion.

2) CLX update with a clear direction of what the intentions are.

3) Positive evaluation outcome with lab revenue coming through.

Only 1 of the above should significantly improve the market cap. If 201 takes longer they should encourage TRX of EUDA to buy shares in the company or have directors buy in and lead the way at these prices with ambitious but realistic share option targets well into double digits over the next 6/12 months. The 401 conclusion would allow a larger institution to buy given the milestones attached but again the short term issues need resolving.

Anyway buying here should be confident we will be a much higher price before any cash is needed early next year and hopefully the new CEO will add some confidence to the market.

Take out Imogen and the lab and our assets are valued at zero but should comfortably be worth 20 million plus in the worst case imo depending on 201, CLX, 401( 15 million milestone and 1 trial needed and should be funded) and potential of evaluation projects. The 'could, 'would' or 'might' comes due to a lack of clarity but regardless everything is in place the assets need to be priced in with clear information, direction and investment. If that happens in the next 6 months we will go to double figures at the very least and get some larger investment in.

The difference here is that the seed investment was based on the research that had already been done that needed to move into clinical trials. I don't have those details of what exactly was done and what stage it got to but likely further than where our evaluation projects are. The investment was based on the science and the potential shown. In regards to Valirx an example being CLX if it gets the desired outcomes as far as formulation and toxicology goes then it could attract a similar large deal/investment. The later stage it goes the more investment it would get from external sources.

The strategy is to move these other compounds from the evaluation stage to pre clinical then get a large investment/deal. That is ongoing but I believe they have world class compounds based on the information made public in various articles although more work is needed.

1) and 2) For the time being Valirx would only get funding from investors and the hope is 201 might help or that we get an early deal for CLX so it would not go through the preclinical stages. Upfront payments can be in excess of 10/20 million with huge milestones for fairly early preclinical compounds. As I previously said it would be good to get a larger external investment into the company to improve the market cap. The strategy is a very low risk/ high reward strategy as you are not spending on clinical trials like other Biotechs. As long as you can get to a comfortable market cap the finances here are excellent therefore the dilutions should be very small and upside significant. It is this reason why I feel the priority is to get the share price moving from these levels which should be easy.

3) Very few if any other biotechs have the exact same strategy as Valirx getting world class compounds from universities. I believe they give these compounds because of the scientists that we have already such as Cathy and Zia and experience they bring.

Anyway to log off time to watch boxing. Back next week.

Raypointer-

Without funding you have no future therefore you are missing the point of how to get to the goal. These companies need funding and without that you have no assets or research that can be done to find a cure/treatment. Other institutions will not give you projects if you have no funding in place.

If you relate your answer to Valirx the goal is not to find an instant cure that will be done later on once a deal is signed by a larger biotech who will take it further. The goal here is twofold:

1) Get enough financing to fund numerous projects.

2) Obtain quality projects that allow you to get a deal as soon as possible to fund the future pipeline which hopefully eventually leads to the goal of a cure/treatment.

With significant financing the opportunities to find a compound that shows the correct potential will come and that will give us the best chance to find a cure. At the moment our market cap is about 2 million. A larger market cap with a clear vision allows you to raise funds without massively diluting investors who drive the financing of the company at the moment.

We cannot have a situation where they jump from one placing to the other with the price drifting each time. Investors that make a few 100% or more are more likely to invest in a future placing if they see the company is returning value with a clear vision. A bit like Amazon, Tesla etc. That in turn allows research to be done but ultimately delivery is needed. An example being with so many holders being underwater here they will probably not participate in future placings and the demand is low therefore a strong reversal is required.

I would agree with the points raised by Ironmighty but we are currently 2p. The share price in 6-9 months time will determine whether the company goes bust, requires consolidation in the future or whether it can comfortably hit 50p plus range with decent deals in the next 1/2 years. There is no later on it is now or never in my view. No point jumping on with a 1p placing releasing over 1 billion shares because the most one would get is maybe a few pennies with a good deal.

The last thing I want is a CEO who is not invested until a placing and then sits around happy to plan for a placing. The share price goes to 3/4p only to drop back down. I think Valirx can reach fair value very easily but it just needs the right person that actually wants it to go to certain levels. Share options with a decent target would help but they should invest as well

and really try and be motivated to hit 20p plus in the next year and get a decent return.

I would also add this is not about proving a point or making yourself wanted. It is about investing and returns.

Needs to be someone with Biotech experience to negotiate and conclude deals, lab experience to bring in business and smart on the strategy side of things. Adam is the one with all three and has a large holding.

I have done enough research to know how market caps work, size of deals and investments required that should add value to our assets so I have a decent idea of where we should be.

I do but yes risk is attached at the moment although it is fairly small. I cannot guarantee they will do what I want them to do but with the right person who is heavily invested and knows the business then that is different.

Irrespective of that the issue is not our asset value. We just need the BOD to lead from the front.

Not at these prices. It is not worth much now is it. The same applies to most holders.

If Adam became CEO even for 6-12 months I would go big on this investment. I think most holders would from the current prices.

Our asset value is only just over 1 million. Depending on 201 we should be between 15-50 million. Milestones or potential would always be priced to some extent if a deal completes. Just look at SAR once 300 million, Synairgen 300 million, AVCT, 4D they never had a product on the market but huge market caps. CLX should be worth at least 10 million until the next update which will take it higher or lower. Also 401 only needs one trial for a potential 15 million. Lab/equipments and Imogen is probably valued at 1 million plus collectively. Imperial or others going into SPV 10 million odd value

The only issue is a breakdown of trust. Shareholders are not aligned with BOD goals or the perception is that. IF we get the right CEO who is invested or will invest immediately then it means trust should be restored. At the current prices it does not take much buying in monetary terms to reverse this.

IF we go to 10 p If Adam became CEO get lab contracts and either 201 or CLX deal or update and bring some investment in as we are cheap we can hit 20p before the next placing. If the new CEO gets options at these prices and we eventually go to 50p then they would come very wealthy. A risk worth taking if one had the skills so hopefully he will consider.

Val 201 priced in lol. You must be having a laugh. Talking about how once we were 74p based just on Val201 now we are 1p with a lab, CLX, 401 and about 3 other world class evaluation projects and 201 expected to complete. Incredible. This will either make people super rich or poor I don't see anything in the middle here if one held it for 1-2 years from this price.

PJ,

They need to go out and find those people. Biotechs would be a good target as they would understand the value of the compounds and the potential. It would be a bargain for those that understand it but the higher the price goes the lower the dilution for them.

I suggest that we vote in favour of the options otherwise they will do nothing. Hopefully if the target price could be shorter term then it might help drive the price forward and increase confidence before the next placing. It should not be difficult.