Member Info for rhubarbmk2

I do also have to say that Suzy, Cathy, and Mark are very honest. It seems like an excellent team dynamic, and that will attract many partners.

I hadn't grasped the extent of the "skeletal" nature of the previous team.

Having limited company SPVs is great, and Cathy is very experienced in getting money and funding into individual assets.

I like what I see with the TNBC drug. I like it a lot, and the teams enthusiasm for this is overt. I'm not sure if Kings know how novel this is themselves, but it is unlike anything I've seen. I'd be tempted to invest in it myself.

If 201 is signed, then I see the confidence and momentum of that alone in changing the whole dynamic of the Company. It will go way beyond 201 in and of itself.

Could be a good Christmas.

OK - sorry fella. I was dragged up.

I personally was very upbeat today.

Whilst it's obvious that the timing of the 201 deal is subject to myriad other influences, my take is "when" rather than "if".

Hopefully everyone saw the whole chat.

It isn't going to suit everyone, but there was a lot to like IMO.

The new CSO is lovely, with a wealth of AIM, academic, and US-led fundraising experience.

"King's" could be the next blockbuster in TNBC and (license permitting) ovarian cancer. Potential monotherapy or combination therapy.

301 has come a long way; in part, due to significant input/advice from TX; watch this space.

The lab is subject to a vote, so no unexpected raises.

The cash runway is good.

New compounds are being developed according to big Pharma "wish lists".

There will be three new senior staff by year end.

To be absolutely frank, other than not knowing when 201 will be signed, I didn't dislike anything I heard.

As an individual retail shareholder, I'm happy.

I've always lived by the motto "can't take it, don't dish it out".

And you've dished it out in spades today, my old pal.

And, as you've had a pop at just about everyone on here today, I think you will find it within my remit of "defending shareholders".

I thought you lads were good at debating? Very disappointing if I'm honest.

Ah well; I may be a rubbish interviewer, but I can write a ditty CB, and wouldn't want to miss out on all the fun! Think you'll like this one...

Clears throat...

A 50p share price? He’d risk it,
“Give it, can’t take it” - he lived it,
Marlborough boys-boarding, we’re told,
Cambridge Uni enrolled!
Ergo, an expert in “come-on-the-biscuit”.

Metom; no, I'm not nervous. I know the VAL BOD (although we've not met in person) well enough, and enough SHs, to enjoy it.

OB - you know what they say:

"Teach someone to fish, and they'll feed themselves for life.

Give them someone else's fish, and they'll vote Labour".

I'm sure we'll end up with some hideous left-leaning coalition of right-on "progressive" champagne socialists next time; steered on by that deplorable Sturgeon thing. The dems will rattle Kier into proportional representation, thinking they'll all then be sitting pretty from there on in. Although, come the one after that, they'll be in for a shock. Because I reckon if they do that, we'll then have loads of Lib Dem seats, but also loads for new emerging parties who will make the Torys look like Corbyn. If there's one thing I know about the red wall, theres always been a fair "think UKIP, vote Labour" wedge. It's not gone away, so they need to be careful what they wish for.

On a brighter note, we'll be seeing a lot of Angela Rayner; gracing our screens with an elegant grasp of policy, delivered with effortless articulation. So at least that will entertain us, as we graft solely to fund the NHS and handfuls of think tanks, telling us how VAL301 should be given free, to men who menstruate.

Morning.

"Chuckle Brothers".
"I will report".
"Offensive".

Exhibits A, B, and C, M'Lord.

Case closed.

CB; I've never known anyone that fits the description "he can give it, but he can't take it" better than your good self.

You barge in here, essentially calling other posters "dumb", very frequently.

But yet with the slightest, and I mean the most benign, pushback, you morph into a sort of melted woke snowflakery.

From this, I can only assume that you are under 25 years of age, because I've genuinely not encountered this type of behaviour outside of Generation Z.

If you are, then chin up son.

I suppose it's better to be secretly tense, than openly evacuating your own bowels, frequently, on a public forum, CB.

But Porky; I specifically asked that the TX deal be delayed due to your imminent releasing of funds.

Don't let me down now.

301 is on its way to Phase 1, Iceman.

I would imagine that VAL are doing the necessary efficacy/reproductive studies with it, irrespective of whether the Japanese will ultimately take it. I'd advise the third party though, that the more VAL do, the more it is "worth".

We can ask for an update end of month.

That's right folks.

VAL have employed one of the best CSOs in biopharma, and a NED who's actually written articles on the influence of news flow (do a search) and momentum on the AIM. They have also set themselves a hurdle whereby the SP needs to be over 40p, stable, to get their full bonuses.

The SP is down 2p.

I think we have the good and the bad the right way around at the moment.

BULLISH.

You need to wear a monocle when saying that.

Me; I reckon we're in a "relegated with a 9 man team, and signing two of the best PL strikers" phase.

I know SFA about TA and football, but that's gonna give us a turgid graph I should imagine.

Ells - not directed at you, just a small leg-pull to these posts we sometimes see. :-) I'm guilty myself of straying, but we're all in it to win it, or something like that.

We do get our fair share of concerned holders though.

One thing I haven't seen yet (I await a full 75 post appraisal with interest), is how a Parkinsonian episode may trigger Putin to do something silly, and how, in very specific terms please, this may impact VAL.

Not the global economy; specifically VAL would be nice.

Oh - and mutated bird flu. That has implications for VAL, too. Not to be posted anywhere else, like the Financial Times BB; it should go here.

Climate change: implications for VAL. An essay. Any takers?

Lots to go at there. No need to discuss any King's College TNBC publications, so we'll leave those for later.

Spot on OB. Nothing wrong with chewing the fat when times are boring, but they hardly are at the moment.

Ells; me personally, when inflation is 10%, I'm gonna buy metal, bricks, or small cap pharma shares. If you saw the amount of work gearing up for the next year in pharma, you'd wet your pants. As I currently am; hence why I couldn't post today. I'm booked up till next year, and that's unusual.

Macroeconomics discussion all well and good, but with the two new appointments (how the hell her Lordship managed that, I do not know), and hopefully some good news to come, you genuinely don't need to worry about VAL IMO.

Who cares what the SP does in the next week? Most LTHs don't, so if you're trying to warn people, you're really singing to yourself fella, with all due respect. People who invest in VAL are generally very bright.

It's almost like Zac Mir reads the VAL message boards ;-)

Badsterman. You make some good points, but 201 and 301 are definitely good enough. For reasons posted previously, their "suitors" are very few and far between; mainly as they need patent evergreening/reformulation.

The best hope, despite the relatively modest upfront fee, for 201, is that it is reformulated, and Suzy has written in royalties. Ultimately, they could pay multiples our MCap, yearly, but that is longer term.

301, I'm confident, will come good. There are less issues with that one, and work has been done in-house over the last year; mainly since the Japanese took an option in it. The Japanese are still interested in it, and it may be that Suzy and the team needed to do more themselves to it, to make it more commercially attractive overall.

The new assets have absolutely no baggage whatsoever and 18-19 year patents, so if they progress to selling pre- human trials, they would inevitably attract very hefty milestone packages. Hundreds of Ms, type ones.

Yes - hopefully the final week in Sept. Suzy will announce soon.

To be fair, you'd be fairly unlucky to have an average much above twice this that was bought under the current BOD.

A few in the 30s; hence the agreement for 40p options.

Yes - I think as it's such a big role, they want to make sure that they all fit together nicely. Seems to me they are doing, and so I would expect it to become permanent if its working well.

The NED positions tend to be years in length, but the CSO is potentially permanent.