Member Info for PM2022

Don't forget guys September Valirx Lab officially launches. Expecting lots of big contracts of which PYC would likely have a stake in. More revenue from that not talked about all good. Big month in Sept for both PYC and Valirx.

Don't forget they are confident 201 will also get done this year so even more money here and over at Valirx.

Tiny market cap. Smashed due to placing. I can see a very strong half year report so 2p fair target.

201 is also expected this year and that will be huge.

Financials should be very strong.

1 million market cap is insane.

Hahaha. The market is not always right which is why Val went to 60/70p a few times with far less. Doughnut.

Thanks Fred. One would assume if they never had something lined up it would have happened already. I am expecting a busy September with the lab officially launched and lots of news due in relation to that and hopefully other compounds so hopefully we can take this up a bit. Decent upside compared to any risk.

They should find a few buyers as well just to show it will not happen so low with so much potential/value on offer.

Well they have until Feb/March next year plus revenue to increase runway time so time to get either CLX/201 so could just easily be considerably higher. All depends time will tell. They seem firm that 201 will happen this year and if so we can open at 20,30,40p etc.

I see plenty of value from here but they should try and bring some short term value to turn the company back on an upwards trajectory. 201 deal or ClX deal in the next 3-6 months or significant revenue attracting buyers in the open market.

Well given we nearly have a million then no or very little discount is the point being made if it was done now. Plenty of news due in the coming months hopefully first taking us above 10p if no 201 but it is all about value and demand and what can be offered. 1 million plus 700/800k plus revenue is about 18/24 months cash with another 1/2 additional staff providing more revenue potential.

Therefore 6p is a buy with further upside potential. My view Val should be between 30-50p minimum at the moment so anyone buying in should see significant returns. No sales skills are needed for them to sell stock if they require and expect decent upside from here.

Obviously a bad loser like you who cannot get over the past would not get that.

I wonder how many clients they have waiting to buy this stock soon. Seems like a good build up below with strong revenues expected due to offering a detailed analysis of preclinical testing giving drugs a more targeted route for success especially in clinical trials. If you are spending £100 million on phase 3 trials you would want as much detailed information as early as possible to avoid wasting all that money. This is where Inophea comes in early. More contracts and more exposure will put Valirx on the radar of many companies to buy out or to invest at these prices.

That is one side then hopefully CLX will lead the way with a huge deal soon. No doubt they are presenting these to clients as they seek more contracts. Deal can come at any point.

Hopefully 6p is now the bottom as we should be much higher.

Initially offering a cell-based assay capability, Inaphaea's intention is to incorporate and validate a suite of in vitro and in silico testing technologies to enhance the central ethos of building strong preclinical evidence to de-risk the later stages of drug development. Focussing on reproducibility, translatability (suitability for later and clinical stages of development), and humanisation of preclinical science, Inaphaea's tCRO® offering is intended to occupy a high value segment of the market.

In June 2023, the establishment of Inaphaea's initial service offering was substantially accelerated by the acquisition of the scientific assets of Imagen Therapeutics. These assets included several high specification items of equipment, providing Inaphaea with capabilities around partial automation and live imaging during cell-based assays. Additionally, a biobank of patient derived cancer cells, consisting of over 500 unique samples was included, enabling Inaphaea to take the first step towards improving humanisation and relevance of the cell-based assays on offer. Soon after, the first external customer was signed up, with an initial multi-stage, defined project taking place between July and September.

The official launch of the lab is at the end of Sept. They have had months and months so it should be good to go now. The RNS confirms many late stage contract negotiations. I would expect them to roll it around launch time.

That should bring confidence that the cash runway will be more than the start of 2024 and therefore lead people to add at these prices. Given what they offer for pre-clinical testing i would not be surprised if they announced a few notable contracts with top companies.

Also August is a holiday month and historically Val has done well in Sept. At 6 p it is all set up to move.

Suzy seems confident of 201 this year so 25% chance of that being in Sept if that is the case.

September is normally the best month for Val. Looks like we will go again this year.

All set up for some good momentum.

· Expenditure in H1 includes one-off costs associated with the set-up of Inaphaea and acquisition of Imagen assets

With revenue now coming through and significant amount to to come and expenditure in H1 increased due to set up of inaphaea then clearly they would not be burning as much and will be generating revenue which increases the cash runway.

All this information is in the broker report so you should not be posting that.

SImple answer due to what Val offers and benefits of all the collaborations combined. Including Imogen biobank, PYC tech and a few others they recently announced and will announce giving a more comprehensive and unique service for pre-clincial testing that very few if any others can offer. We all know how expensive that can be it also reduces risk and will likely produce better data which can be modified to produce better outcomes therefore offering more value to companies therefore more business.

So you admit you were lying.

It is official I believe that over a known deramper. Also stated was revenue can increase runway which it will.

Well that is a lie. Burn rate for h2 reduced.

Not sure if you read both broker reports but it clearly stated until early 2024. Therefore they have time. That is official you are just misleading people.

As stated in the last line of the RNS the intention is to build momentum. Hopefully plenty of news and 201 deal first.

As for cash I have heard the lab would easily be able to generate close to a million pound revenue in the coming months. Whether that happens we shall see. Even a 1 million raise could even last 18 months with a decent revenue stream so it all depends.

I speak from memory. By the time the shares came to market the SP was around the same price. I don't remember exactly. I am sure you get the drift no real discount so no.

Fair enough.

I only respond to his nonsense but not call him back. Big difference.

I just think if you have a serious investment then you would not be calling him to deramp which is exactly what he will do and I think you know that.

Baldy,

You've seen the details like a few others so surprised you think he wants to invest. Cheaper is not better here.

Regardless I see no need to keep inviting him to make comments.

He was once I assume from what a read an inheritance but who knows.

All in the past. Show me an AIM investment Porky has invested in since 4D went bust.

Maybe investing is not for you then. Yes they could but also news lots of news can come. Cash burn is not much.