Member Info for Porky9

Wont tempt fate @rightback but only one MM on 27p already, could this be our 35p day....

Now i know we are heading for a "Golden Cross" that kind of clinched the deal for me :)
Just added a tweet:-
https://twitter.com/Porky9Here/status/1440929249318297600

Have a great day guys, interest building here which is fantastic, next weeks presentation and momentum builds further
Onwards and Upwards
Pork's

No sleeping's for Wimps, LOL

When i was teenager i could sleep all day, had be dragged out of bed and could only sleep lying down on my front. These days it depends, i tend to power nap for 4 hours at a time which is often late and i might get 2 hrs in about lunch time. Oh and i sleep practically anywhere. Funny how things change...

Now lets have a nice blue today, see this stock on its rightful journey....

Take Care

The Share Price here is still Materially down from a 52-week high of 73p and are 94% lower than where they were three years ago.

Its currently crazy cheap at these levels. Although it hasn’t been a kind investment to some historic holders especially those in at over £ 11 at the end of 2016 it now represents one hell of a buying opportunity for new Investors.

In SP Angels broker note before Christmas they wrote: -

“With a new team in place, ValiRx has refocused its strategy to identify, develop and generate data for undervalued yet promising preclinical therapies. The new strategy could add additional value to the Group’s current offering at a lower R&D cost compared to clinical development.”

“The Group is focused on continuing discussions regarding its existing portfolio with a view to strike potential agreements”
You can read that full SP Angel Report here: -
https://tinyurl.com/dnv7d9ph

Now as I see it the new management team have had a good period now to settle in and are doing some outstanding work for sure.

Without stating the obvious, they just need to license at least one project to prove proof of concept and the SP is going to absolutely fly from this point.

This is an opportunity to add for sure when the update comes the share Price will just gap up significantly in my opinion.
They really can’t be that far off now.

Next weeks presentation should enlighten us further should no further update drop beforehand

GLA

I have added the question to the Q & A portal of Meet the Company. I'm sure they will cover these areas off comprehensively and update us anyhow but have uploaded the following just the same:-

Can you update us please regarding which Project Is Likely to License First? On your website you previous stated: -

“VAL201 has completed a Phase 1/2 clinical trial, so is required to complete Phase 2 and 3 before market authorisation can be considered – the timeline for this will be dependent on the design of those trials”

“VAL301 is at preclinical stage, so requires all three clinical phases of development”

“VAL401 has a shorter route to market due to the nature of it as a reformulated generic drug, and requires at least one further clinical trial (depending on size and results) before market authorisation could be considered”

Therefore, of these three pipeline products, VAL401 can be considered furthest along the development pipeline. However, the timing of market authorisation is difficult to predict, especially as it is controlled by a third party.

Since then, we understand things have advanced somewhat, the Japanese partner working on Val301 has been involved for 17mths now, can you update on their progress?

Are we now closer to any form of market authorisation for Val 401, typically how long on average do they tend to take?

Thanks in advance

Sharecast published comment about the arrangement back on 1st May 2020:-
https://www.sharecast.com/news/aim-bulletin/valirx-signs-val301-deal-with-japanese-firm--7460588.html

"For context, ValiRx said it had developed its VAL301 decapeptide for use in the treatment of endometriosis, while the Japanese company had a range of pre-clinical assays for testing drug candidates for use in the treatment of endometriosis, as well as several commercial and developmental products in women's health, and other healthcare areas"

Previous to this we had the preparation with Aptus for VAL301 for the clinical trials reported by pro active investors:-
https://www.proactiveinvestors.co.uk/companies/news/223325/valirx-readying-itself-for-val301-clinical-trials-223325.html

“Our agreement with Aptus represents an important stage in preparing the VAL301 compound for clinical study,” said chief executive Satu Vainikka. I look forward to VAL301's future development and its potential to benefit women who suffer from this extremely painful condition.”

So we have advanced a fair bit in that time line. We will have been with the Japanese partner (at the end of this month) a total of 1 year and 5 months so far.

Looking forward to the update on this on Tuesday, appreciate that Covid may have slowed things down, but i would expect some kind of formal update by now on VAL301

It feels like they have a number of projects right on the brink of licensing. We just need one over the line.

GLA

Trying to create some noise on Twitter

I think once the presentation is delivered we have something that can be syndicated, they are doing so many great things but unless Investors know about them, it all goes under the radar and not noticed.

Its like having the best tasting cakes on a stall. unless people stop buy and try them they never know!!!

More noise created the better but the market is starting to wake up to them so its happening. With an Mcap at £17.5m you cant go far wrong frankly. Upside is significant from here and just one License deal over the line proves the business model and gives us a step change in the share price

All to play for... GLA

Early days but tend to agree.

Struggling to get stock in at 26, so looks like a new base is formed, they tried the shake down this morning, just need some buyers moving in this afternoon to drive this towards the 40p level.

A good presentation next week should hopefully create new interest, obviously any news out will also highlight the business. We just need some noise created to bring attention to the shares. Some good PR

Lets hope Cenkos start moving into action.

Could do with something like the Daily Mail business or regular press running an article on the great work they doing with a wink to the shares.... Would take anything at the moment to see some coverage anywhere or any of the online share mags covering the business. Bit of a coverage drought where Valirx is concerned.

Once investors find the company and start doing some research its then they become interested and Valirx have a big story to tell. We also want more investors taking long positions to reduce the free float, the more in sticky hands the better rather than it being short term traded by traders,

As a side only about 6% of UK listed companies have a female CEO which is ridiculous but is something else that hasn't been highlighted. Suzy is turning this business around, we need to really champion that somehow and see the company featured and mentioned more.

Onwards and upwards

They probably can't stipulate the Japanese Pharmaceutical Company due to NDAs but it would be great to have an update next week regarding VAL 301 and its progress.

https://www.valirx.com/our-pipeline/val301
Developed in-house by ValiRx, under evaluation by an undisclosed Japanese Pharmaceutical Company

I wonder if its one of the Majors such as Astellas, Mitsubishi Tanabe, Takeda or Daiichi Sankyo or if they went for a smaller player to work closer with. Interesting times.

They have done well keeping this under wraps, normally these things leak out somewhere but as i haven't yet learnt Japanese it's hard tp pick up anything in Japanese pharma news that could point to where the collaboration may be. Anyhow, all in good time i guess...

Some media coverage would work wonders here to bring some more attention to the great work they are doing.
Just five trading days to go to the presentation
One deal over the line and away we go, not much buying pressure required to move this significantly. It will come.
GLA

@Newparkfarms
These things take time and with a new management team in Situ needed to bed in and make the required changes.

We can't know for sure how close ANY of the pipeline is to any licensing agreement but some must be real close now and they are telling us its a transformative year, we have a big investor presentation and Q&A on Tuesday and that will be syndicated around the market, hopefully to the media as well and coverage should further increase. So they must have some positives to talk about? Anyhow time will tell.

Everything is looking real positive imo and next week you will get it directly from the horses mouth where they are at and the immediate plans.

Lets see how the event goes, i'm feeling positive anyhow and adding at these levels..

GLA

Sometimes I’m on Twitter by myself
And I wonder why I bother,
And I think of other Biotech’s, and what there doing
And in my head, I paint a picture…
Since the new Teams come on Board
Because the last lot made a mess
And Suzy’s doing amazing
Underpaid and doing her best
So come over and invest here…
It’s going to rerate at Valirx………
Valirx…
Valirx…
Valirx…

Will Val 201 license first,
or will it be Val 401 Instead
Are you thinking what you’ll make?
Are Cenkos Fees just a P1ss take,
Some want £ 2.33 a share,
Some really just don’t care
But when we get there……
We are going to throw a party for Valirx…
Valirx…
Valirx…

So, Valirx..
Valirx,
It’s going to rerate at Valirx….. ohhh yessss.

@Teamhanz
That's one of the things i really like about this business is that we have a CEO that actually cares about shareholders, She actively wants to engage with us and that is refreshing. It's the way it should be.

As for Cenkos, i'm really happy. As i said before IF they can present VAL to some key Biotech funds, show what they are doing I'm sure some many could take a position here.

And as i keep saying if they can help secure support to get the SP north of £ 1.22 they would earn up to £ 4m in a years time. Nobody but nobody would argue that fee with that result !!!So they have a real vested interest in seeing the SP materially higher.

IMO its mad not buying at these levels. If some are selling out of boredom or on Terms that's a real shame, as this is probably the best time to buy here in absolutely ages.

I have been monitoring VAL since before end of last year and currently there are a lot of things on the go - i genuinely believe this will be the "transformative" year they mention.

GLA

Once Suzy gets that presentation done with Q&A i think it will be a fantastic tool for marketing to create new interest here.

I will certainly be doing my own level best to forward it to investment clubs, family office in fact anywhere that might take a position.

Onwards and Upwards from here, feeling really positive and if they can get just one deal over the line in the coming weeks the position here is going to radically change imo.

No way is a £17m mcap going to hold, no way....

GLA

Just added a cheeky £ 20k in two small transactions.
The £ 10,200 is showing as a buy 39,034 shares and the £9,833 which is the 38,267 shares is showing as a sell
You would think if we paying for L2 they could report the buys and sells more accurately.
GLA

1 X 26
1 X 26.5
2 x 27
then we are into 27.5, 28 and then 30

I believe this is going to gap up, its like a coiled spring, lol, time will tell, I'm adding anyhow

GLA

I never buy on terms, that is risky if you haven't the funds to back it up.

I remember when i was much younger firms like TD Waterhouse were allowing T3 to T20 at premiums and traders were using them for that purpose but the mms know.

I mean if i was an MM and wanted to be ruthless i could just widen the spread or lower the bid three days later and keep bag the profits if they don't pay up - probably goes on.

Pork's

@Defiant-one
Good call, this will rally towards 40p fairly quick i think

Great to offload a few more weak hands yesterday, perfect, a few less that could hold us back at the 40p point if news hasn't dropped by then on the first licensing deal

Looking forward to the presentation, superb

Pork's

Incidentally, as pointed out the updated website looks great:-
https://www.valirx.com/ and now also a fantastic resource for shareholders with our own section

Nice clear graphics as well on the Products pipeline page illustrating how far along they are.
https://www.valirx.com/our-pipeline
I really like this, once they get the first deal over the line they should be in a position to add more projects so this will be a simple snap shot way at a glace, to see the progress. What a great design.

Anyhow, on the shareholder Q&A section found here:-
https://www.valirx.com/shareholder-communications

I was actually surprised to read that VAL401 has a shorter route to market due to the nature of it being a reformulated generic drug.

So you never know, we talk a lot about VAL201 and VAL301 but it could actually be VAL401 that’s first over the line.
Exciting times.

Will be interested to hear what Suzy has to say at the presentation next Tuesday. Looking forward to it.

Good luck guys, all to play for here…

Pork’s

@Iceman888
Will be interesting to see how this week goes in the run up to the presentation but i looked on on L2 at the close Monday and we were down to 1x, 1x and 1x to 29p so clearly keen to get shares in cheap but not prepared to sell any quantity without a decent premium.

What we need is some solid new retail interest or a couple of good funds taking positions and this will materially gap up.
I'm confident after the presentation if it can be syndicated around the investment community we can get that. Any news of licensing deal and we are into a whole new level.

I remain very positive, good luck all

Pork's