Member Info for rhubarbmk2

That's essentially the ticket isn't it OB.

You take a view on the science, and then take a view of the person/people you're willing to invest your hard earned into. Show me another public company director who you'd rather hand it over to.

And for those who'll now accuse me of being a Suzy fanboy...

I am.

Suck it up.

I've only just managed to watch this.

From my perspective, the presentation style was absolutely bob on; being both relatively informal (for LTHs), but, if you have an eye on the commercials and science, also containing sufficient nuanced detail to take a punt about where the company are heading.

The team came across in my view as extremely capable, completely on top of both the legacy portfolio and the new strategy, and, most of all, impressively relaxed.

You don't "enjoy" a presentation as much as that if you're not 100% confident.

It looks like we have a very exciting few weeks/months ahead, and I'm delighted that the management have finally come out, justifiably, firing on all cylinders.

Show me another AIM BOD where you can get all that.

Best I've seen.

Strong buy.

Going whole hog there again Porky; well done.

Here's my tally so far, for raising the company profile:

Porky 10-0 Cenkos.

Keep it up son :-)

Here's one to cheer Rahel up.

What do OB and Sareum have in common?

They're both worried they'll run out of gas before news.

Kerbum-tish!

Yes; chin up Rahel. As a VAL SH, you need to embrace the seven stages of grief that you're just embarking upon.

It passes :-)

Stumbler - very clever ;-)

650k? What?

Good Lord, Porky.

I haven't bought more today, but if there's another one of these RNS's, then we're about right MCap wise (two "potential" assets, which have already undergone some fairly rigorous analysis/due dil). If it's sub 25p, it would be a no brainer for me to top up again.

The above is irrespective of the 3 legacy assets, 2 of which already have clinical data. As the yanks say, go figure.

Oh - and Valtree.

Jam tomorrow is still better than eating a dilute marmalade, that someone has p!ssed in.

Like you lot served up.

Repeatedly.

This is a welcome RNS.

Massive area of unmet clinical need - tick.
Sensible budget - tick.
Defined timescale - tick.

There's a fair bit of exciting BC work going on in London - for example a Breakthrough Research Centre, which is linked to some of the Universities, who are identifying new targets. I am hoping that this is linked in with that.

If you asked me what the "best"(in many ways) women's health target for new drugs to be aimed at was, this would definitely be in my top 3.

It won't shift the SP dramatically, but one of these, after a 201 (or any deal) announcement would definitely add value.

Sharegnomie - have you typed that TA into google? Interesting "hits".

Appears to be an inhaled hypochlorus acid formulation. No idea about the patent on that, but viruses in particular are often intra-cellular in the lung, so I'd be interested to know how it will affect those, without melting the bronchial mucosa/pneumocytes.

Don't like to give advice, and they may have a very persuasive mode-of-action. Wish them well, but it's not one for me at this stage, put it that way. Good luck

Yep - not often I disagree Iceman. But in my viewpoint, and despite what economists will tell you, once you invest completely devoid of a moral compass, you run the risk of sh*tting on others, purely to line your own pockets.

Look at (some of, by no means all) SNG investors. They virtually crack out the champagne when a COVID "competitor" drops out of ACTIV-2, due to lack of efficacy. If we get a resistant variant, a significant number begin to cream themselves. In-it-to-win-it, fair enough, but not my bag at the complete expense of everyone else. I want folk to attend my funeral.

I think one year, I paid about 5% of what Bozo paid in Corp Tax. Yes; it's the governments ineptitude to blame, but that really was taking the p!ss.

I've spoken to Mark a few times.

I have to say that he does know the market well, knows what makes the AIM tick (we've discussed a few stocks and their respective market behaviours), and I think he'd welcome the opportunity to talk to shareholders himself.

We should send in a question or two, specifically for him, and see what he has to say. He can probably answer questions about how they see the SP changing over the coming months, and what might be the primary drivers of that (external investment versus legacy compounds etc).

I know we are all getting a bit hacked off with the lack of newsflow. On the shareholder side, I have to say; we’ve only had a couple of patent updates, a dropped asset, and a clean set of accounts this year, IIRC, to go on. If you didn’t know the company well, let’s face it, you wouldn’t touch VAL with a bargepole, based upon publicly disseminated information.

But I still maintain that we have a MCap comparable to a hypothetical start-up. If you look at a Company like BiVitriX (new floatation; 13M MCap), it has one or to extremely early-stage TAs, with a need for cash to develop. This would essentially be VAL, as soon as they can get 2 or 3 new assets in-licensed (providing they do it right, with a decent ownership %). I’d trust VALs expertise to develop these, more than a lot of groups, if I’m honest. So, if and when that happens, we can assume that 201 and 301 in particular have no theoretical value. Therefore, the investment is still a no brainer for me.

And Iceman is correct IMO. The staff are competent and dedicated. You simply are not that busy in pharma, if you’re not going to deliver. Doesn’t happen.

Having said that, there’s only so long that people like me can defend this case scenario, and I’m waiting for the management team to come out of the blocks proper, and make some exciting representation for themselves, without the need for long-term loyal shareholders, who are now struggling, to shore up the SP for themselves.

No chance - no mention of phones, the Japanese, or posters of Suzy on his bedroom ceiling.

Reckon the rozzers got IAR, but I miss him terribly.

You can ask me owt, and RB is a personal friend, so he's just sticking up for his ****er.

Good we've cleared it up. If my mum thought I was being a snob, she'd box my ears and give me a proper shoeing, I tell thee.

PS - where was it implied that you were a novice, and I was an expert?

Never even entered my head.

To be fair, it's not a question I wouldn't have thought, if in the other position.

Like when the big boys pay nearly 2B for a niche drug without even - cough - cough - seeing any sensitive clinical data.

Or when an American investment firm buys 90% of an AIM stock for 15p, and then 8 weeks later, the SP is 65p, because a deal just happened to have been ready to sign, which they didn't know about - yeah right.

Or when a "HNWI" pays 1m into a stock, to blatantly get a 3-5X return, pulls it all out, and repeats, fooling the investors into thinking that they think it is great.

The AIM is rife with villains and scoundrels, and these questions should be asked.

No - they haven't had any nods. That would be insider trading OTUP.

PathCelerate has other branches, and a trading arm, but only in the top biotech stocks :-).

Valirx is also one of the few pharma companies who PathCelerate hasn't worked with. Maybe they will in future, who knows.

TDK - nice one. Get a TR1 in (you too iceman, right back, and viera). You know it.

VALs actually my second biggest holding, but defo my favourite. Don't waste time posting elsewhere, because VAL read this board, and many of the serious investors post, plus other BBs are littered with absolute planks, as we've just seen.