Member Info for PM2022

Would be great to get back to this level. So much news is due and it would not surprise me if 201 comes soon after Barcelona to create real strong momentum.

I am sure it's all planned well. Remain patient and keep hold and soon we will be back at the highs. Keep believing. Market cap only 11 million still no real downside with huge upside.

Yes CLX001 has amazing potential the science is great and look we attracted Zia Ahmed and Catty two superstars in the industry. If it was not something special they would not have come.

Now if we get one more in SPV either Barcelona or Hakkaido then no way we should be less than 30p. Even without 201 but 201 takes us much higher.

Therefore with hardly any downside it's a fantastic buy at these levels. Another SPV will attract large investment into this company imo. We will all look back in a few months and wished we purchased more at these prices. All about patience here.....

Our market cap is only 10 million. Nothing really is priced in. CLX001 is worth at least 10-15 million on its own. 201 deal I gave estimates why based on past prices and factoring in potential it should be worth about 30 million on its own once the deal comes good.

Barcelona adds another 10-15 million to our market cap as fair value in Adam's opinion and nobody here knows more.

We have cash for around 12 months so we are good and by then hopefully we can seal a deal or two. No reason why we cannot rise to the 50 s again in the coming months. We have far more than what we have ever had in the past.

Factor in the options that all the VAL staff have then it's a great buy at these prices. Easy 200-300 %. Great risk to reward.

Well you can pay 30p for that. I am confident of some positive outcomes. They seem very sure 201 will come good at some stage and one more in SPV we should be worth no less than 30p even without 201.

Confidence always changes. Imagine we get an update for CLX001 in the coming months. So many possibilities at this price the smart money is on a BUY here. Can't go wrong really at this market cap.

Lets see how Barcelona comes along. RNS is now due. 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.

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.

The simple reality is we have lots of people here that are only here because they are desperate to buy as they see value. Now if VAL 201 comes good it's likely we open straight at 25-30p given how low our market cap is. They will all miss out. Furthermore, nobody sets share options without either being 100% sure it can be achieved or no less than 50% sure. FACT.

IF they fail to achieve these options staff will not take any future ones seriously. So you can be confident they will try very hard to achieve these milestones. If it was me I would sell all my losses elsewhere and buy big here and be patient but that is just me.

Forget time frames give yourself 12 months and the SP should get to the share option range. A nice 200-300 % return. We are well funded and personally I think we will achieve it before June and 201 will get done soon along with another 1/2 SPVs coming through. Confidence will change and now would be a fantastic time to buy BIG with our tiny market cap.

The options detailed in the schedule below are exercisable only under market conditions that demonstrate growth in the Company's market capitalisation. Band 1 options vest only after the Company's share price has maintained a 20 Day VWAP (Volume Weight Average Price) of 25p, Band 2 options vest only after the share price has maintained a 20 Day VWAP of 30p and Band 3 Options vest only after the share price has maintained a 20 VWAP of 40p within 2 years of the options being issued. If the price has not reached these price targets by 6 September 2024, the options will lapse; if they meet the criteria, the options can be exercised at any date to 6 September 2032 with an exercise price of 12p.

Directors:



Band 1 Options

Band 2 Options

Band 3 Options

Suzanne Dilly

-

300,000

300,000

Kevin Cox

-

250,000

250,000

Gerry Desler

-

100,000

100,000

Martin Lampshire

-

75,000

75,000

Total

-

725,000

725,000

I have remained consistent. I still believe and it was only a day or two ago when I suggested we should be worth far more and justified my reasons. Therefore that does not make me a hyprocrite.

Porky on the other hand was posting £1 plus when we were 50p but now at 9p is very bearish. It's not just about 201 you don't go from 150p to 5p due to a few delays. It's ok to be bullish at a higher price and still be bullish at a lower price as the market changes and sentiment changes.

Best to learn to understand posts before you post. Clearly a number of newbies are here that don't understand the history or the points being made but come here and act like they know it all.

Sooty could not answer to my response so got it deleted. Says it all really. Complete loser.

What I stated was that I was a holder then and I'm a holder now. If I said 20p was cheap I still believe it. That don't make me a hypocrite as I say what I believe. I rest my case.

Again assumptions. Yes we would take it more seriously if Adam went on the board as he knows more than us and has serious money invested. He would never approve anything if he felt it was not going to raise the SP specifically.

Don't come back and tell me he can sell out. No he is not selling at these prices. FACT. So stop your misleading posts and take a break Porky. See in Q2 as you always say.

What tCRO are you talking about and who approved it?

Resolution 4 got voted against and yes they can come again but not without an improvement in the SP. If you were so right they would be proceeding right now.

What you say is all pie in the sky. All assumptions as ultimately we are the ones to vote and control. Also they have their jobs to fight for first so keep dreaming Porky.

At the end of the day Adam could come on the board. I just don't see them going down the route that Porky suggests as too many obstacles. First they need the votes, secondly they need to keep their jobs, thirdly your assumption only works if zero outcomes are produced before June to be at this SP but if that was the case they would be voted out in my view.

Our SP is so low even changes were to be made now I don't think we drop any further.

Therefore the only way forward is to move ahead as the SP increases and for confidence to grow. If not we make changes. Nothing wrong with growing a company but not without support.

Posted in: VAL

Posts: 5,429

Price: 49.75

Strong Buy

RE: Porky the water diviner29 Oct 2021 18:01
@Webbo502
I don't need to comment at every given minute.
I have total confidence in this business, i have total confidence in Suzy and the management team, i have total confidence the share will soon be trading well north of its first quid. It's that simple. I have no intention of selling stock at at this mcap level, the MMs have played this superb today and if some are really that fickle to not give the company chance to deliver well more fool them. i would rather off load them now than at higher levels.

Now if a few bedwetters want to sell because they don't share that same confidence as me or a few traders are trying to talk it down to try and get in cheaper that's their call, i am really not interested. Despite some comments here it is hardly the sell off of the year is it? we have lost 2.5p today, the share is still trending north, stocks never go up in straight lines. Lets see where we are at the end of next week and where we are at the end of the year.

In the meantime, the only thing i get frustrated about is not being able to provide meaningful links and information to new visitors visiting LSE due to the constant white noise from one specific de-ramper but on a positive, i do feel i have helped at least create some awareness and introduced as many as i can to the stock.

We are better positioned today than we were a few months back. Onwards and upwards for next week

Pork's

Hypocrite.

It's just funny how you go and invest all your money in a stock burning over 1.2 million pounds a week with no funding and you here criticising a company burning about 2 million a year with cash for the next 12 months.

You can twist it all you want but look at your track record. NYCT you were shouting £50 now 50p, DDDD bust 0p shouting 180p, VAL you were 150p plus and HE1 20p plus again a flop. You also stated resolution 3 would be passed so now you move to June.

The reality is that the SP should be at a good level by June and if we need another 2 million next year then no big deal. We have many options including an early deal for one of the compounds. I have no doubt you will buy but most likely it will be closer to £1 then you will watch it drop. That is your style based on all the past performances. You will shout VAL£10 and watch it drop from £1. Easy come easy go. Buy high and sell low Porky style. Worst investor on AIM.

At 10p with all news due and the fact we are currently cash rich we should get to 30p quite easily. Happy to wait and we shall see.

@Soundsrisky
We are on the same page
I continue to build here, I have zero intention of capitulating my position any time soon, no logic in that whatsoever irrespective of how crap the SP is. This is a time for buying the stock not selling it. I am also in a fortunate position where i can just leave it for the next twelve months or however long it takes, But i do respect that some have sold and can't do that.

As i see it, the science is right and they are delivering, ground breaking results. 0518 is supporting keytruda and we will hear more on this for one sure. Reducing cancer tumour sizes and extending life is just amazing frankly. Then we have MRx0005 and MRx0029, for the treatment of Parkinson's disease, which was FDA cleared in February, dosing starts anytime now so we will hear more on that one. Blautix we await FDA for the P3 due any moment and they are about to present on the Asthma trials.

Its all to play for as far as i'm concerned. The massive disconnect between the Share Price and realistic value grows wider by the day. What a cracking entry buying point at these levels. The entire market is down and the Biotech sector especially hit hard but it will bounce back, of that i remain confident it really is just a matter of time.

Anyhow, Good luck all whatever your call. They will need to call the AGM shortly and i suspect they will want something positive to talk about to get shareholders back on side, we will see.....

I consider this opportunity a Strong BUY

Yes and we saw Porky.......RIP DDDD

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."

Porky your getting boring now. Same thing all the time. Not so sure why you spend so much time here just to warn others. Clearly you are desperate to buy but you have no money as you lost it all on DDDD and don't claim your a holder as your agenda is obvious to everyone.

Enjoy your day and perhaps stick to your promise that you will disappear until H2.

Metom I agree bad decisions have been made by the board at the wrong time. I disagree though nothing will come through.

Remember CLX001 took about 1 month after the deadline. If it was unsuccessful most likely it would just be a quick rejection. Suzy's mood has seemed positive from all that I hear. I believe Barcelona and 201 will get done very soon.

Unfortunately for us we have higher averages than the current price but we should now build huge momentum in the next 2 weeks taking us to the 20s or more at least imo with two big RNS to come.

We have plenty of cash at the moment and excluding that we are only worth just over 5 million. It's a great buy with just one news we should more than double from here.

It's far more likely that Barcelona will come good now. The news has to go through Barcelona first and announced at the same time. I would think Monday is the most likely day.

Also to build momentum they could release it at a similar time as 201. Happy to wait if that is the case.

DH,

It's a market. You can even value an apple for 100 million on AIM at times but facts are price changes. Don't mean the price is right. If it was then based on what you say we would never have reached 60/70p multiple times just on 201.