Member Info for PM2022

Based on the recent RNS the board has warrants at 0.35 and 0.45p meaning they expect value to be considerably higher. Possibly above 1p in the year or so. I expect they could even throw in a dividend to holders.

Dynasty is likely to be worth 100-500 million therefore potentially worth far more than our market cap. Throw in Pendulum so we should be 0.5-1p range until valuation comes through. A great buy at these levels.

Blue Star Capital plc (AIM: BLU), the investing company with a focus on esports, payments, technology and its applications within media and gaming, announces that, to incentivise and reward management performance in line with the strategy announced on 28 September 2022, it has granted warrants ("Warrants") to directors as follows:



Option holder



Number of

Warrants granted

Exercise price (p)

Warrants granted as percentage of issued share capital on date of grant

Anthony Fabrizi

140,000,000

0.35p

2.8%

30,000,000

0.45p

0.6%

Brian Rowbotham

40,000,000

0.35p

0.8%

10,000,000

0.45p

0.2%

Sean King

20,000,000

0.35p

0.4%

10,000,000

0.45p

0.2%

Total

250,000,000



5.0%



The Warrants have an exercise period of 3 year and the exercise prices of 0.35p and 0.45p represent premiums to the closing mid-market price of the Company's Ordinary Shares on 27 January 2023 of approximately 50 per cent. and 90 per cent. respectively. The Warrants are not subject to any other performance criteria.

That is one side but on the other side they remain very confident it will get done soon and I see no reason why they would still be so confident after all this time. Even Stella is confident. Delays happen and we are not privy to anything. What is a fact is that 201 is not priced in at all at this price.

If it lands one of these days the price will not open at 9 p that is for sure. My money is on 201 getting done but on top of that we will at some stage move to fair value with our preclinical pipeline.

You buy based on potential not when it's all priced in at say 50 p and then jump in on big spikes. It's a risk /reward situation.

The official deadline for Barcelona has passed so it is officially due. Lots of news is due and not priced in.

9 p= 9 million market cap. We have 201, 301, lab, clx001 and potentially Barcelona/Hakkaido. We should be at least 25/30 p FACT. If not then every AIM company should be at zero if it was purely based on deals/ revenue. If we get that we move much higher than 30 p .

Added a tiny amount. Looking at 0.4 p downside from here or potential 20/30 p upside before June.

Outstanding news due.

Barcelona due now. Estimated value at least 10 p to our market cap. Decent chance of success.

201 outcome absolutely huge upside to the current market cap and again surely must be at an advanced stage by now.

Hakkaido due in June another potential minimum 10 p to the current SP.

CLX001 updates the true value of this will start getting priced in with another update. If we get data might be worth at least 20p on its own.

Lab contracts with decent revenue to come.

301 findings outcome.

At 9 p no real downside. I just don't see everything failing so a great buy and we have cash until the end of this year.

The probability that Barcelona is a success is much higher now as if it was bad we would likely have heard by now.

My guess is that 201 is about to be announced so both will come one after the other to hold the SP up as high as possible. We shall see but a big month here and we are rock bottom. Worst case we stay here imo.

I think given the significant drop last year I think most of us just want to get closer to fair value. 20s would be the lower end of that.

Suzy just needs to manage the newsflow and expectations and not create further uncertainty. Get an update out for 201 before June, buy shares or/and get a number of other positive news out by June. As long as we are in the 20s I think it will all be calm but we can't remain at these crazy levels only to be paying again and again with very low price dilutions with no real action from the board to avoid this.

If we are where we are then it would be hard to give Suzy any support come June. Happy to wait and still very confident 201 will get gone.

Porky they have a window until June. What you are actually doing is backfiring on your agenda to buy in later in the summer when you get a bit of cash. Adam will not allow it and like he said he will join the board if he needs to. Shareholders will not allow it. It is just causing more action to be taken against the board which backfires on you.

They can build but SP will need to increase. Suzy stated build then buy completely different to what you are suggesting. In my book more of an opportunity for a decent 100/200% before June for those that do have cash. The market cap is not high enough for any further acquisitions at this stage and they will need the votes come June so you can rule out a big request.

Anyway I don't read your posts as you always twist the truth for your own agenda. It's simply a waste of time reading it.

Two in SPV would be amazing. Got a feeling 201 will get done soon so we should settle in the 30s before June. We should see lots of news regarding lab contracts. Happy to wait and see....

Evaluation agreement with University of Barcelona



ValiRx Plc (AIM: VAL), a life science company focusing on early-stage cancer therapeutics and women's health, has entered into an evaluation agreement with University of Barcelona (Spain) to investigate a drug candidate for use in oncology.

Under the agreement, the Company will carry out a defined series of preclinical tests on a lead series of peptidomimetic drug candidate molecules over the next twelve months to validate the technology and determine suitability for commercialisation. This preclinical evaluation, the cost of which will be borne by ValiRx of up to £100,000, will investigate the mode of action and potential utility as a treatment of KRAS (a GTPase protein made by the oncogene, Kirsten Rat Sarcoma Virus) dependent cancers including Uterine and Pancreatic Cancers.

At the conclusion of the evaluation period (February 2023), the Company has an option to license the technology on pre-agreed terms.

Dr Suzy Dilly, CEO of ValiRx commented: "The lead series of drug candidates under evaluation in this agreement have been developed towards a novel interaction with the KRAS protein important in many cancers of high unmet medical need. KRAS has been a target of interest in oncology for a number of years, and this project has potential to provide a unique method to impact this important pathway."

University of Barcelona research group's Principal Investigator: "KRAS is a known therapeutic target for several cancers, but until recently, it has been undruggable. However, we have found a way to interact with this target. The partnership between University of Barcelona and ValiRx is essential to accelerate the development of those promising results that we have achieved. This agreement will reinforce the project and provide valuable data to progress towards clinical development."

The information contained within this announcement is deemed by the Company to constitute inside information as stipulated under the Market Abuse Regulations (EU) No. 596/2014 as it forms part of UK Domestic Law by virtue of the European Union (Withdrawal) Act 2018 ("UK MAR"). The Directors of the Company take responsibility for this announcement.

Have to agree StrollerB. We need some delivery and positivity other than this build stuff. Personally if after last year we don't get to at least a half decent level by June then I would prefer a change given the number of mistakes that have been made.

Lots of news due and happy to wait and give it a chance. So not going to bang on about it.

Most of it is the same stuff really but always worth a watch.

Great presentation by Suzy yet again. She knows 201 will be done and is still super confident but refuses to give anything more away just yet.

Lab will generate revenue in the next few months and will make us a saving. Only 2 lab staff at the moment and further will come once revenue starts coming in as confirmed by the Cenkos note last week so it's well controlled for now. Hopefully it stays that way.

Get the SP up to safer levels and slowly build by generating multiple revenue streams. Otherwise lots of potential from 10p. I honestly see an easy double from current SP with the amount of news due. Eventually it should attract large investments and should hit 50p plus.

Looking forward to the Barcelona outcome the next few days. Surely if it failed we would have known by now.

Enough cash for 12 months and 2 evaluation outcomes due shortly. It's more than possible we will have 3 at pre clinical stage by June with 1 immediate deal over the next 12 months with a nice 10-20 million payment. Oh not to mention the 201 deal.

Lots of news due our market cap will increase massively over the months and any asset will be massively value adding at a higher market cap.

Our cash burn is not 55 million like DDDD with considerable debt more like just over 2 million. What a clown. Enuff said.

Enough cash for 12 months and 2 evaluation outcomes due shortly. It's more than possible we will have 3 at pre clinical stage by June with 1 immediate deal over the next 12 months with a nice 10-20 million payment. Oh not to mention the 201 deal.

Our cash burn is not 55 million like DDDD with considerable debt more like just over 2 million. What a clown. Enuff said.

Lets see how Barcelona comes along but this appears to be a momentum building exercise so likely to see 20s next week. RNS is now due for Barcelona. As Adam previously stated in his opinion once in SPV the compound is already worth at least 10 million and grows in value quite fast.

We should hopefully double with any one of these outcomes before June:

1) 201 deal takes us right up possibly above 30p alone.
2) Barcelona outcome due now.
3) Hakkaido outcome due in June..
4) 301 update. We know how big Endometriosis is with no real treatment around. Any positive outcome here will attract massive attention.
4) CLX001 update. The science behind this is amazing and again further updates such as safety data regarding the peptide can increase the value multiples of our market cap.
5) Early deal for CLX001 before June is a possibility.

Other news possible such as 401 deal or lab news/contracts very possible.

We only need one outcome to roughly double from here imo. We have cash for about 12 months we are in a strong position.

If we were 30 p now people would buy big at these prices. Nothing has happened other than real value on offer. Patience required not much downside.

Well funded for at least 12 months.

Further cash from warrants, Cenkos at 22p another 1 million, Lab revenue at a later date and best of all a huge preclinical deal possibly with around 20 million upfront with further milestone payments.

Our cash burn has increased but still remains just over 2 million which is tiny. Lots of news due so a great time to buy.

ValiRx PLC ("ValiRx" or the "Company")

Incorporation of Inaphaea BioLabs Limited

London, UK - ValiRx Plc (AIM: VAL), a life science company focusing on early-stage cancer therapeutics and women's health, today announces the incorporation of Inaphaea BioLabs Limited ("Inaphaea") as a new wholly owned subsidiary of the Company and the cornerstone of ValiRx's translational Contract Research Organisation ("tCRO").

Inaphaea will be headquartered in the Company's laboratory in MediCity (Nottingham) and will offer a wide range of pre-clinical and drug discovery testing services to academic, biotech and pharmaceutical researchers; forming the foundational module of the Company's tCRO. A significant portion of the testing for ValiRx's evaluation pipeline, currently outsourced to external CROs, will be transferred into Inaphaea.

Inaphaea will have the capability to conduct in vitro and ex vivo testing for all in-house pipeline and evaluation projects as well as to offer services to external users.

Services will focus on the application of both standard and specialised cell-based technologies to generate deep biological understanding of drug candidates across preclinical phases of the drug development process. The laboratory is targeted to be fully operational within Q2 2023, with initial services focusing on cancer cell activity; allowing the study of drug candidates in a range of cell lines to elucidate activity, toxicity and mechanism of action of test molecules. ValiRx plans to add further techniques and novel data generation technologies to the testing portfolio, together with data analysis and application expertise, with the aim of providing deep biological understanding of drug candidates and help design effective clinical trials. Such new capabilities will be fully validated on in-house projects, before offering to external users. In due course, Inaphaea intends to build on the Company's expertise in specific tests that support the development of treatments in women's health.

A highly experienced laboratory leadership team has been appointed, with Dr Dominic Lowen as Senior Scientist and Melissa Barr as Lead Scientist. The operational team will continue to grow as activity increases.

In recognition of the Company's commitment to seek near-term income, Inaphaea has recruited Dr Andrew Carnegie as Head of Strategic Commercial Development to lead the growth strategy and secure new 3rd party business. Dr Carnegie will also ensure the tCRO provides testing services that help to achieve improved translation of drug candidates that have the greatest relevance to prospective customers.

Dr Carnegie and Mark Treharne, ValiRx's Corporate Development Manager, will be attending Bio-Europe Spring (Basel, 20 - 22 March 2023) to further define customer needs and identify new business opportunities, with Dr Kevin Cox, Dr Suzy Dilly and Dr Cathy Tralau-Stewart joining the digital portion of Bio-Europe Spring (28 - 30 March 2023).

Dr Suzy Di

Justice will always be served in the end so I am all good. He will buy back at 40/50p once a deal is completed. Actually he reminds me of an old poster called Rahel.

read typo

Now come on. When potential becomes reality it's too late. Do you not understand that.

So if we wake up tomorrow morning and Val gets a 30 million upfront payment for CLX with 500 million milestone payment will you be able to buy at 11p. Price will open at 80p immediately. Not saying we get that much immediately just an example.

Potential brings large investors. Price moves quickly when big positions get taken. Look at all AIM stocks if it was all about getting a deal then 90% would be valued at 0. The same argument follow that VAL went to 65 and 74p and not because it had a deal. Something moved it. It always happens. Look at others like SAR it was a preclinical drug that took it to 350 million and we are 10 million.

In regards to confidence even Warren Buffet states buy low and sell high. He also states buy when others are fearful. Confidence changes. Certain posters like Darkhero are the types that buy on spikes after a deal is done and watch it go down.

If you think you know so much then why has Adam purchased? I guess you know more Darkhero. Anyway I rest my case.

Great post Adam. 12 months current cash, potential for an early deal with very large upfront payments, lab revenue at a later date, cash from warrants and any cash from 201 goes a long way.

We all invest due to the potential on offer at this tiny market cap. The more we take the more potential and the more investment that VAL gets. With only 100 million shares our SP should increase significantly from this level as interest grows and confidence changes.

Looking forward to the Barcelona outcome and the completed 201 deal soon.