Member Info for PM2022

Based on the interview I believe much more positive news is planned. I believe Val has cash until March given cut backs during November, December and lab revenue. 201 to get signed very soon. Plenty of time.

Well the company at only 10 million has assets worth far more so you can safely eliminate any significant discount.

I think almost 100% of institutional investors would invest in us now if they were to hold for 2 years at these prices so I am pretty calm.

Important to note VAL401 is like a phase 3 drug. Very quick route to market so a potential 15 million on offer.

In regards to royalty payments, they would not pay Val 15 million if felt sales would be poor. Clearly they feel they make maybe over 100 million in revenue and Val would get a portion of that every year for them to pay us 15 million if it passes trials.

Suzy seems confident in 201 so I think that will come good soon.

Note that we experienced a gap up today it was small 10 p to 13 p due to less upfront payment but 201 will be the big one. Expecting an opening price 20/25 p and above.

Well the company at only 11 million has assets worth far more so you can safely eliminate any significant discount.

I think almost 100% of institutional investors would invest in us now if they were to hold for 2 years at these prices so I am pretty calm.

Important to note VAL401 is like a phase 3 drug. Very quick route to market so a potential 15 million on offer.

In regards to royalty payments, they would not pay Val 15 million if felt sales would be poor. Clearly they feel they make maybe over 100 million in revenue and Val would get a portion of that every year for them to pay us 15 million if it passes trials.

Suzy seems confident in 201 so I think that will come good soon.

Note that we experienced a gap up today it was small 10p to 13p due to less upfront payment but 201 will be the big one. Expecting an opening price 20/25p and above.

Probably wants us to sell so he can buy cheaper. First 5p then 10p now 12p soon 25p plus after 201 lol.

What a fool you are. So they got a deal to get a placing away. Always the same story with you any news and the same argument. Looks like your 1/2p prediction is a joke.

201 is still due to be completed soon. That gives us a few million enough to cover us for 2 years with lab revenue and who is to say the LOI will not change with even more cash arriving given the drop in SP over the last two years.

What the 401 deal means is that the company has significant assets and value. Already massively undervalued. With 201 completed deal then surely we go to 40/50p. It will not be hard to be II support at these prices as well if ever needed but hopefully 201 completes.

Huge news. Don't forget 401 has a quick route to market. Therefore royalty payments plus potential 15 million odd will be much quicker than expected. Surely we are worth more than 30p with this.

Toby Wilson Waterworth, CEO of Ambrose Healthcare says, "We are excited to build on ValiRx's initial clinical development to bring a much-needed new treatment option to late-stage cancer patients. VAL401 has a strong safety and clinical profile, and a novel delivery formulation. It is a good fit for the rare disease product portfolio that Ambrose is developing."

Possibly later today or this week. This is to add huge momentum just before big news in my opinion.

Well we are not worth 10 million for sure.

This deal should add at least 10 million to our market cap given potential royalties as well.

We also have CLX estimated to be worth more than our market then the big one 201 likely days away before being completed. A lab as well with assets.

Not sure of the exact time but 401 has a quick route to market. If 2 years imagine 16 million plus royalties which is likely to be 10s million.

Our market cap should be no less than 30p.

IF 201 now gets done we really should surpass 50p. Valirx have also received a payment even if it is just 200/300k it all helps with 201 timelines if they manage it well.

201 is far better than 401 if 401 gets done 201 will get done as well.

Huge news. Don't forget 401 has a quick route to market. Therefore royalty payments will be much quicker than expected. Surely we are worth more than 30p with this.

Toby Wilson Waterworth, CEO of Ambrose Healthcare says, "We are excited to build on ValiRx's initial clinical development to bring a much-needed new treatment option to late-stage cancer patients. VAL401 has a strong safety and clinical profile, and a novel delivery formulation. It is a good fit for the rare disease product portfolio that Ambrose is developing."

Our SP has dropped significantly over the last 2 years and our cash balance has changed therefore different circumstances.

Don't be surprised if we get a payment of 3/3.5 million instead of 2 or a second deal for 401 or 301. With lab revenue that would mean no placing for about 2 years.

IF we get more than that sum we could open at more than 40/50p. Plenty of different outcomes from these prices.

The time taken should indicate they are busy getting agreements done and the merger should complete very soon.

Paternostpauper

Posts: 94

Price: 9.875

Strong Buy

The Val Express4 Dec 2023 23:44

Apparently, if I had invested £1000 in Microsoft in 1989 it would now equate to £3.23m. Pretty peeved about that as I was on the verge…..

Conversely, If I had invested £10,000,000 in 4D in 2020 it would be worth……nothing!

Two different companies, maybe. But so is Valirx. Companies evolve, as do the products they can offer and the market circumstances. Forget historical issues. We have been reborn. If you happen to have found yourself here. Relax, take a seat, in Valirx, all is well.

This is a low-cap company with several potential game-changers, a state-of-the-art lab, complete with access to our own biobank of patient derived cells, giving far greater control over costs. In-house testing means we are no longer dependent on external bio-lab availability and inevitable delays.

We also have developed an amazing portfolio of compounds, any of which could see the current market cap dwarfed. Over the last 2 years we have developed relationships and collaborations with universities both in the UK and abroad. Most importantly, we are manned by an experienced team of scientists researching the bane of modern society, cancer.

Our main shareholder is a highly-qualified and experienced scientist, a fellow of the Royal College of Pathologists who is extremely optimistic about the company’s projects and business potential. Formerly of AstraZeneca, now a successful entrepreneur in his own right, Dr Adam Hargreaves is a visiting Professor at the University of Surrey, where he lectures in pharmaceutical toxicology.

If you look at the FTSE leaderboard on any given day you will see companies increasing 40%+ and often far more as they start a gradual climb in SP following a positive RNS. Other than M&A activity, most are usually low caps. With a market cap of around £10m, Val is a prime candidate.

Except for a very few sad people (step forward), most people only post on a forum because they have a belief in that company’s potential and understandably want to promote it. A couple of others have exactly the same confidence in the company but would prefer a lower buy-in so de-ramp the share. So basically, there are 3 categories of posters: those holding, those who want in lower, and those who have nothing better to do with their time.

Whenever my confidence wanes, I only have to look at the number of posts in Val and I am reassured. We are almost there: Porky, Share4, Ratcliffewriter ……and all the other spending their valuable time here have given me a lift. Thank you, though maybe forget the budget tickets, you need to get on board now……the train is pulling away…..hurry…. quick……oh dear, never mind. I believe there may be another similar opportunity due in 5-6 years.

Information for Potential Investors - Part Two5 Nov 2023 13:16

Porky9 Premium Member

Posted in: VAL

Posts: 6,358

Price: 52.50

Strong Buy

Information for Potential Investors - Part Two26 Oct 2021 06:31

THIS IS AN INFORMATION REPOST FOR NEW INVESTORS

(Again, Apologies to regulars that have seen this post before but its essential new visitors thinking about investing see it )

Very Quick Synopsis:

An incredibly promising Biotech that accelerates the development of treatments in cancer and women’s health to improve patient lives.

They select and incubate promising novel drug candidates and guide them through an optimised process of development, from pre-clinical studies to clinic to investor-ready assets.

They do not YET have a commercially viable drug but have made significant progress developing both legacy and more recent drug candidates. They are on the cusp of licence deals being completed before the end of this year. The CEO in the Pod Cast with Zac Mir last Sunday confirmed that it will be announceable shortly hence, the increasing interest in the business and increased trading volumes.

The current drug stable includes:

* VAL401 lung/pancreatic cancer drug candidate

* VAL 201 prostate cancer drug candidate

* VAL301 endometriosis drug

* BC201 A Peptide repurposed for anti-inflammatory use

* Lastly, the company’s recent partnership with a London university has its triple-negative breast cancer drug under evaluation, after which Valirx could license the technology under pre-agreed terms.

The clinical results out last September for 201 were great and the recent presentation absolutely fantastic so its all looking good.

BC201 gets largely overlooked by shareholders but could also be a hidden gem. Data due any moment. It could prove to materially reduce long term Covid damage and/or Sepsis, One to watch:

https://www.valirx.com/sites/default/files/2020-10/BlackCat-COVID-19-ARDS-treatment-summary.pdf

As a bonus the share price at 53p represents a mere £34m Market Cap. The peer average at this point is £ 52m an 80p share price hence, the Biotech is materially undervalued, still +50% increase to go just to the average point plus the stratospheric rises on license terms expected. Also, we have three projects on the brink of licensing, just the one licence deal should come in at many multiples of the current market cap and see us firmly in the £1 to £2 range hence, all to play for.

It's a Red Hot Buy and one of the best risk reward investments on the AIM in my considered opinion but DYOR.

Oh and finally, least I forget, the CEO here is just amazing, new team, new ethos and really cares about the shareholders. Which is totally refreshing compared to others on AIM.

That about covers it but DYOR and follow the links in the previous post.

Good Luck

Pork’s

Valirx was also in the 60p and 70p range a few times just on smaller 201 news.

Imagine it completes now and where it goes with funding and cash paid to us with milestones.

Progress has been made with the lab, CLX and new compounds with huge potential.

Only if the merger fails which is very unlikely given all the work done over the last few years and months for the merger. If 201 is on regardless of whatever happens no significant discount will be offered at these prices.

As it stands the sublicense is due to be signed this year with payments as stated and news is imminent therefore a huge rerate.

You keep going on about what your old investment would be worth now had you invested nearly a decade back but what you don't seem to understand is that the strategy has changed and the BOD has also changed. A different company apart from the name.

What I like about this company compared to any biotech is that we do not do clinical trials anymore therefore very low cash burn at the same time the upside remains huge with any decent deal. We bring in new valuable world class compounds from decent universities. Anyone that has done research knows how valuable preclinical deals are. The risks have been minimised.

It is science if you keep banging on about the drug and the previous trials.

Poor attempt to de-ramp. Not even sure what you are doing on this board if you are not interested. Another one that thinks he is saving us.

Well the statement from EUDA clearly indicates that they felt TRX has access to significant funds. No IFS to that statement. RNS also confirms Valirx would get paid when the sub license is signed. I think everyone knows that.

I am wasting my time arguing about something that 100% of shareholders already know.

I'm happy to take your opinion seriously if you can prove your scientific skills and explain why you know more than the TRX specialists, investors, Adam and others. TRX obviously sees significant potential in 201 to be funding 10s million for trials as and when it is confirmed.

Therefore the reason we are not a 200/300 million company after large phase 2 trials.

Nothing to say with the deal we should not be worth at least 40/50 million given payments, funding for large phase 2 trails and potential milestones. The failure of that would likely see us taken over given potential rewards/milestones and funding for trials for another company buying us out.

I was thinking the same.

We can't underestimate the indian economy and market. Lots of money floating about in that country plus many billionaires.

With esports such a big hit in the country, I think a valuation of a few 100 million is very possible after the merger. It will get ramped up and we can sell paying out a dividend here to holders. Hopefully soon.