Member Info for PM2022

The valuation is silly.

Plenty of lab contracts worth decent money can follow shortly. That alone is worth more than where we should be.

401 deal still very possible and they have recently had numerous meetings in relation to CLX. At this market cap it should not take much to move this.

As for 201 the hope was a big rise from 0.65 but this news might slow that down in the short term. Nothing to say this cannot move up a decent amount from here though.

Pending SPV as well.

At 2 million it was not priced in. I made it clear on numerous occasions that I accepted 201 may not proceed with TRX.

I think 401 has a better chance due to the patent life.

Plenty of time for a very strong recovery.

201 is not priced in at this valuation plus other options available.

CLX alone should be worth around 10 million at the moment.

You really love MT don't you lol. Sounds personal to me.

This Porky never had an intention to buy so clearly he is working for someone. Make up your own minds.

A smart move by Mark Ecceleston to reduce cash burn. The current evaluation projects appear to be a high-risk strategy with a relatively low success rate. The focus should be on generating solid revenue, and we know Adam has been highly successful on the Vertinity side, running a profitable business. This could present an opportunity to bring in revenue, making the business more sustainable while continuing evaluations without excessive risk or unnecessary shareholder expense.

Once a deal is secured for CLX, larger risks can be taken for greater rewards with the evaluation projects so keeping that strategy in play is a good idea. For now, the priority should be successfully closing deals for 201/401, advancing CLX, exploring partnership opportunities this year for CLX, and driving revenue growth. With a £2 million market cap and significant news expected in the coming weeks, a strong recovery is very possible.

It's interesting how, even when you do exactly what people want, criticism still follows. It’s clear that some individuals have their own agendas—perhaps trying to push for a sell-off only to buy in at a lower price.

No real reason to be critical at present we will see how the next 3 months progress. Hopefully a presentation soon will clear the strategy side up but not much has changed and everything is still in play.

Another one of Porky's failures. I make that about 6 or 7 in a row. Only 1 million raised when it likely needs about 10 million.

The RetailBook Offer

genedrive plc (AIM: GDR), the point-of-care pharmacogenetic testing company is pleased to announce a conditional retail offer of new ordinary shares in the capital of the Company ("Ordinary Shares") via RetailBook (the "RetailBook Offer") at an issue price of 1.5 pence per new Ordinary Share (the "Issue Price"), being a discount of 17.8 per cent to the closing mid-price of the Company's existing Ordinary Shares on 26 March 2025. The Company has separately announced it is raising gross proceeds of £1.0 million by means of a subscription (the "Subscription", together with the RetailBook Offer, the "Fundraise") for 66,666,666 Ordinary Shares by the market making arm of Peel Hunt LLP (the "Subscription Shares") at the Issue Price. For the avoidance of doubt, the RetailBook Offer is not part of the Subscription.

Obviously needs further testing in larger trials but if the aim is not to stop the tumour growing then what is the aim?

· The tumour response data demonstrates that patients did not have an increase in metastatic lesions during the treatment period, and that metastatic lesions already present did not grow at all in two out of three patients, suggesting a positive influence of VAL201 on the disease.

It should be Buy, sorry busy multitasking so spelt the word wrong.

It's a big all day long for larger institutions if the exit plan for 401 is 2/3 years with a potential 15/20 million inclusive royalty payments with high probability of success given it is a phase 3/2b drug. With a market cap of less than 2 million and CLX potentially worth well over 10 million already.

The lab will bring in decent contracts so I can see some decent news and potential large buys if they manage the strategy well.

As for Ardian he if from a non science background and exiting will likely allow him to trade the stock and could possibly sell after the deal news or play accordingly such as after SPV news etc. I am not sure also if they are inside or how that works to an advantage if they dropped out. Plenty of situations nobody is here for shareholders but themselves.

A decent buy at 2.00 million market cap. All if not most our assets alone are worth more than this.

The company is valued many multiples below fair value. You were buying Val at 10p plus worth more than 5/10 times now with less assets and even then negative about 201 so what has changed. I think that says it all and proves all. All agenda.

DYOR as always and yes 2 million is very cheap here. Later.

People are sick of you moaning everyday. Find a new hobbie.

Better things to do than to argue with some grumpy old man on LSE.

Viera

Posted in: VAL

Posts: 1,265

Price: 9.25

No Opinion

RE: Evening27 May 2023 16:49

I have a nice holding here so if we are 100p it’s life changing

I sold many cos I don’t rate the BOD and cos of the 201 shambles

However unlike you I don’t see us at 3.5p

Nor do you buy having got DDDD so so wrong you are trying to get out shares low to buy

We know what you’re up to

The patients must hate you even more so than the telegram group !!

What has cost investors moneys is constant calls to make board changes and coming here to create instability whilst one makes new promises time after time. What happened to the promises of buying big if board changes were made? Here we are again.

Threats to sell big when holding if one does not do exactly what you want and intimidating holders the constant games being played by some in the past.

I hold the view that with some when they are negative when they actually want to buy when positive they actually want to sell. Some are playing a real game on this BB.

Busy Month for VALIRX PLC . Presented CLX001 and meetings at NextGen Biomed with Michelle Barnard who was then in Dundee for for a major Endometriosis networking event. 46 meetings in 2.5 days in at BioSpring organised by Mark Treharne (a new bio record for us) and now I’m at IO360 in Boston whilst MT covers London.

Potential partners for CLX in the US and that is a big market. Very interesting hopefully by year end. The science behind CLX sells and the results so far. It gives credibility that Chen is also present.

It sounds positive if true and his priority would be to protect his investment not going out to party. Obviously TheoremRx and the Nasdaq merger company will need as much details as possible to help complete the merger if 201 is the main part of that. No progress means no discussions. Likely linked.

Above that makes a difference as more cash for the company which allows more time for CLX to come good.

Reason why I said above 1.50p but stated the word minimum target. With more cash and a deal for CLX then obviously it can move up far higher but initial target is to get above that which I think is critical.

Expecting news on many different fronts from around now until end of May. Jan to March was always expected to be a bit quiet.

Incentive remains to get this above 1.50p as a minimum. Therefore expecting lots of contracts to be signed within a set period of time. Who knows they might get an institutional investor coming on as well if some of the plans go through to improve confidence further.

A clear possible 100% plus rise from with news not far away and outstanding news on CLX, 401, 201, SPV and lab contracts. Not bad when almost all of it is not priced in. 201 if completed could have a few updates relating to the merger soon before it is signed if it goes through.

No doubt Mark is trying given he has invested heavily so expect some decent momentum soon.

Surely a takeover target at this market cap.