Member Info for rhubarbmk2

Big pharma lack both the skills and inclination to do it from academia, PM. It amazes me that so few biotechs do this; most just concentrate on individual in-house specialities and niche one-off high risk single candidates.

Minimised risk with MASSIVE potential in the VAL strategy. And it all boils down to the expertise of the BOD and their Scientific Advisory Board.

I can't believe how good these new appointments are, but I bet they've both thought exactly the same as the above. Plus, no one is doing Women's health, so it's become an outfit for which high calibre people, such as these two, want to get involved in.

The way this week is going, I'd wager a Tik Tok appearance from Ken Sorensen.

I don't actually know a great deal about the Hokkaido peptide Badsterman. Know a lot more about KCTNBC now, but we will hear more about that one if they progress it in the next 2 or so months. I am though, particularly excited about the KRAS due early next year from Barcelona, because to an extent, that important target has been deemed non-druggable.

If that one works, total gloves off to guess the value.

You'd have to restrain me with either of those joining the KCTNBC drug in the VAL pipeline. Potential use in multiple cancers would be off the scale.

Very exciting times await IMO.

I need a period of reflection and a nice cup of tea now, whist I ponder by whom to be guided:

Cathy Tralau-Stewart and Stella Panu

…or Southern and Terrier.

*strokes chin.

Could be a quick cup of tea.

Tomorrow will be red - nope.
They're going to raise at 6/7p - nope.
They're buying a lab at 10p - nope.
They're short of two senior staff - nope.
The 201 deal is going to collapse.........

I suppose that leaves a 20% chance of the white knights being right, about anything whatsoever.

drumroll...

Well, in that case, that's rendered the financial reward of getting back to 50p as the second best thing that will happen on that day, my lovely.

I'm putting the Christmas Tree up this afternoon.

This is a fantastic point, Kuschall.

We have a team with big pharma and small biotech experience and links now.

This will be a serious negotiating outfit.

I'm so excited this morning.

Make no mistake folks; this is the biggest scientific coup in AIM Pharma I've seen in the last 3 years.

What a team this is shaping out to be!

There's literally no "gaps" left!

I'll take that on the chin, CB. Fair enough.

However, I should say that by demeaning the majority of posters here (who, I should also add, generally offer much more authority and written thought than your good-self), using a character comparison from a film made for 8 year olds, you are kind of sinking your own ship of intellectual "superiority".

Southern - thanks for a comprehensive and decent reply.

I cannot disagree with your main point, which is essentially sentiment. That is why we are where we are.

I will also agree that my post valuations rely on a deal. This is proof-of-strategy, and really will dictate everything going forward.

I would hope that we can agree that I would happily change all the above if 201 falls through.

Would you agree that the whole situation also changes if the deal is signed?

Porky - you do argue with substance - and I do genuinely respect that.

BUT - thank you.

I think that VAL were probably a little unsure about funding a lab at such a low SP level, previously. Maybe they just didn't know how it would be received by SH's.

The fact that you and Southern are the sole posters who are now banging on about it (with renewed thread titles), using it as a last ditch attempt to crash the SP, in the face of the other 98% of posters, whom look upon your soundings with such horror and dread, has made my life SO much easier.

I now no longer have to persuade the BOD at VAL, specifically Kevin, that this would be of absolute detriment to the retail SH base. You've saved me much time and effort.

Please do continue to make these statements from time-to-time, so I no longer have to bring it up. Essentially, and this is the funny reality; every time you do post about it, it becomes less and less likely.

Thankyou, and God bless Southern.

PS - Do you mind that I've screenshot the past few posts along these lines, along with the responses of several respected LTHs?

Embarrassed for me, Southern? Honestly, you have the wrong guy if you think I'm arrogant. If I was arrogant, I'd list the 38 letters after my name too, just to finish you and CB off. The sarcasm of my post was obviously lost, but I can't really say I'm surprised. Comprehensive irony deficit and bear-baiting seem to align themselves to the same posters, for whatever reason.

Bear case? No worries – I’ll give it a good go:

Valirx MCap – 12M.

- Value of listing (4M).

- Cash Reserves (2M).

- Outstanding (6M).

Partitioned “values”:

VAL201. Financial parity “value” – 30M (SRA737; Sareum PLC).

VAL301. Financial parity “value” – this is the beauty, because there isn’t one, given the total lack of work in this space. Let’s pitch it as oncology, and go with a conservative 15M.

VAL401. Financial parity “value” – 10-15M (PF-06946860; Pfizer Inc. - historic).

KC TNBC. Financial parity “value” – 10M (BVX-001; BiVictrix PLC; I’m being a little unfair on VAL here, as ours is much further ahead, but I’m a bear now).

Two remaining assets – let’s be really bearish, and argue they’re worth nowt.

Financial parity “values” = 65-70M.

VAL asset “values” = 6M.

So VAL201 is worth 3M, VAL301 is worth 1.5M, VAL401 is worth 750K, and KCTNBC 750K. Anything else – nada.

Scrap that – I don’t want to disappoint.

I think that VAL is overvalued and is likely to crash to 6/7p, so that essentially all assets are worth ABSOLUTELY NOTHING BEYOND THE LISTING AND CASH BALANCE.

You promised you'd read a bear post - thoughts? Too generous? Are we bust/worth less (0) do you think? Counter-arguments - and this is genuine - will be thoughtfully and politely debated.

Without a doubt, VAL is a medium to long term hold. It's gonna swing just now.

The issue is that a time is approaching when it's going to do a step-change, and no one knows when. Might be tomorrow.

The fact is that it's a 100M+ MCap potential company. That won't happen overnight, but it is starting to come together. One of the new compounds alone will likely take it there at some point. Don't forget that in a couple of weeks, KC TNBC goes directly into marketing mode. Someone could pay 20M for it within months, especially as it looks like it has monotherapy AND combination potential - more importantly combination potential with 2-3 of the worlds cancer blockbusters. We just don't know. What I do know is that big pharma are crying out for Women's health drugs, because few are successfully developing them, and VAL know exactly what they want and when to tell them what they have. Suzy basically has a shopping list which I've discussed with her.

When news lands, we move. But we're still volatile. The 201 deal will reduce that, and an II may in to one of the SPVs, I'd expect. That again will add a further "base".

We may then build sequentially, the second "deal" likely triggering something extremely significant. Might be 301.

Either way, when the deal is announced, the herd will arrive to load up. As that could happen any day, those trading it will need nerves of steel.

We're not going to multibag on nothing, but I'm sure we will multibag. A lot of holders have had the patience of Saints. But my gut says they'll be rewarded.

"Nothing meaningful" in any of your posts, either, just to be balanced.

Talking of other companies, it's been a perfect **** storm, really, for biotech.

I was very wary of 4D over promoting some of their test articles, as I've seen probiotics produce "outstanding" results too. Likewise, SNG tried to find the most convoluted set of "efficacy" endpoints for their CT, and essentially tried to analyse a pea shooter in a steroid machine gun fight. But, very bad luck afflicted both, and, although there is still light for them I hope, this evaporation of potentially transferable success has steepened the VAL resurrection trajectory.

I hope all the biotechs ultimately prevail, because it helps us all.

I predict it's picking up tenners in 24 months, Nick.

And, if it makes you feel better, I'd stick with SAR if I were you. Much more sensible MCap now, and a good chance of funding their Phase 1. The previous MCap was driven by HNWI way beyond "sensible", but sure you'll be fine there.

100-150MCap with a 201-like financial deal (now GSK), and their IND.

We will be at IND with 301 or KC TNBC, in pharma terms, in the non-too-distant, and at 10x our MCap to compare to, makes you think. And also makes me laugh at ours MCap too.

I do call colleagues "fella" and "pal". Also "chief", now that I think about it. It seems to work well, as I have too many customers than I can serve. Life is too short to be overly formal or serious, CB. Firm believer in that.

In any case, at least today, it looks like the AIM market agreed with me.

And Porky, Terrier, and Wayne agreed with you.

*No s******ing at the back, please*.

I can even hear the distant thrashing of oars from our learned friend George, as he scrabbles back with his lifeboat of one person.

There is good news though.

You still have time to load up, before the herd arrives *checks watch*, which shouldn't be too long a wait, chicken.

And if you can't pick on my spelling, you have nowt.

The usual behaviour, sadly. You enjoy prodding and throwing stones, but as soon as someone retorts, it's "I'm offended mummy; reported!".

Honestly, bring it on, but please keep your glass jaw at home, my flower.