Member Info for PM2022

Have you read the RNS properly and do you understand what is going on? The strategy, value of deals, potential and likely revenue etc including timelines against current valuation.

The outcome of this has been the launch of a wholly owned subsidiary, Inaphaea, which has been set up and become operational at a fraction of the cost of acquiring a company with existing infrastructure. The business is already developing a strong pipeline of potential customers and successfully completed its first deal quickly after launch, a testament to the hard work of all those involved in the lab set up, business development and operations.

All depend on the news and deals.

Pre-clinical testing can cost millions. They are not like some other AIM companies but appear to be offering the full service and a unique one which I expect will generate significant interest as the collaborations lower the risk of compounds going through pre-clinical. As confirmed many contracts at late stage negotiations so expecting these to come in around launch time in September. I actually think given the burn rate they could even be cash positive by next year with some decent contracts.

Following its launch, Inaphaea has continued to build the tCRO® concept by developing collaborations with companies that provide complementary capabilities, such as Physiomics, Oncobone and, more recently, Agility Life Sciences. Their services, when aligned with the cell-based testing of Inaphaea, present a very compelling service offering to companies seeking to translate preclinical assets into clinical candidates, including ValiRx's own development pipeline.

The following suggests a carefully managed approach to cash burn to ensure enough revenue comes through and hopefully 201 concluded or CLX news/deal.

Although there are expectations of additional income from Inaphaea, the Company will be managing its resources in the most efficient manner to maintain momentum over the next period.

Apta was burning about 6 million a year with a low MC so they were in serious trouble. Not a drug development company like us. You cannot do a like for like for like comparison . Val is burning only 2 million with assets worth far more and I think a higher MC than they were. Apta was all but dead.

That is perfectly normal. It is not just a few lab contracts pre-clinical testing is significant revenue could be 6/7 figures depending on what is offered. They have time.

A collection of contracts plus a deal takes us hopefully to multiples. They have plenty of time and lots of news due.

At this SP for what it is worth the rewards are far greater. Expecting a big September.

Added a few more. Potential is huge.

Deals for 201, CLX a possibility in the coming months plus understanding the size of revenue that is likely for pre-clinical testing.

Expecting a new filled September. Lab contracts, Q and A and maybe CLX updates in the next few months. At 6 million any move up would likely be significant.

Very wrong also to come here when you clearly never have anything positive to say. If you don't like the investment then sell and go that is if you are invested which we all know is unlikely.

We are invested so not sure why you feel the need to come here.

It all depends on the news flow. They expect 201 this year. SAR reached 300 million odd at one point on a pre clinical compound so a further RNS on CLX could be game changing. 6 million is a joker. That is now reaching a conclusion as stated in Cenkos report in early 2024.

Also states potential to be extended with revenue to come. CLX due to complete that would be huge so decent news relating to that to come.

Moreover, as CLX001 nears completion of its preclinical work programme, which we expect to be in mid-2024, ValiRx could begin licensing discussions to further support its cash position.

R and D burn can be controlled allowing deals to complete. They can make it last for 12 months based on all the variables. GDR went from 8p to 50p then did a placing around 30p with hardly any cash. We have enough time for significant revenue and deal news.

Lots of late stage revenue contracts. Pre clinical testing can cost millions and Val are now providing this service so when revenues start coming in over the coming months expect material change.

Also likely is a deal for 201. The company has real value and potential so risk is minimal but the reward and potential 10/20 bagger depending on deals and how long one wishes to wait.

May I also add it appears that we will be doing all or most of the pre-clinical testing for other biotechs. Anyone with any sense knows this is big business with huge revenue as it is expensive to do these tests maybe 6/7 figures. Even one or two decent contracts can itself flip this big. Unlike most other AIM companies Val looks to offer the full service of preclinical testing as time progresses for huge money..

The other side is the drug development side. CLX or 201 deal takes us up a massive amount.

For what it is worth any decent news can flip this to multibag fast. We are lucky to have Adam on board as well and no doubt he will be feeding back how to add value here through revenue contract deals and drug development deals soon.

Well last time was hardly a discount even in the climate. What is likely is lots of news and a deal first. We have a lab but also a drug development biotech not like PYC so we have significant value and upside due to potential deals compared to many other stocks. Also the burn rate is very low.

They have enough cash until around the middle of 2024 but by then revenue will be flying in. That is enough for me to get some decent news through and a deal through.

Huge upside from the current SP. Far better reward than a risk of a 1p or so drop. A good time to add imo.

It has been suggested they could get close to 1 million in revenue around now. Hardly burning much cash at all for a biotech. Well not 55 million like 4D.

Lots of news due with significant late stage contract negotiations. Plus likely 201 or CLX deal this year likely. Most of the cash is spent on R and D which can also be controlled so may not even need one at all if it works out. All that news to come first.

Anyway hopefully be 20p/30p by then.

Lab contracts to roll in soon giving us decent revenue with low cash burn. Some notable clients very possibl:

Then two options:

1) 201 deal this year if not

2) Plan B early CLX deal

Complete game changer if that happens. We are lucky to have Adam on board as well. Decent investment at this SP with all that we have and to come.

Would be good if we can secure an early deal for CLX in the coming months.

Opportunities for early partnering are being explored for Cytolytix, with active commercial development to promote the project to potential industry partners.

Interestingly if they get a top 10 biotech on board like GSK that should generate some decent interest. Pre-clinical testing will generate very significant revenue..

The outcome of this has been the launch of a wholly owned subsidiary, Inaphaea, which has been set up and become operational at a fraction of the cost of acquiring a company with existing infrastructure. The business is already developing a strong pipeline of potential customers and successfully completed its first deal quickly after launch, a testament to the hard work of all those involved in the lab set up, business development and operations.

The legacy drugs had patent issues although 201 still expected to be completed.

CLX is a very novel compound with an almost full patent. Should be easy to get a deal for that given the findings and potential so far.

Yes but should generate interest as contracts roll in.

Then bang hit 201 or CLX news. They will control cash if you read the last line. Most is spent on R and D which is easily controlled to a degree. Lab contracts will bring cash in soon and hopefully warrants at 14p so maybe then 18 months cash with revenue by then giving the extra runway.

That was to Rightback.

Agreed with control.

The plan is clear get a decent number of contracts out and either CLX or 201. As you suggested if not 201 they will go for CLX by year end by the looks of it. Maybe 20 million upfront.

Read the entire RNS. Very positive at this SP a great bargain.

Suggests decent newsflow to come.