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I cant join the webinar in frustration as i am in back to back meetings all afternoon, the beauty of working for Microsoft! Understand the recording will be available after the broadcast, but if someone could pull in some key points of discussion would be most grateful :)
Yes of course grace I can pose the question along with how many companies have we got interested in 201 to get a bit of clarity, don’t know if they can answer the latter, but would certainly put the cat amongst the pigeons one would say. Looking forward to your more comprehensive view as you stated yesterday :)
Thank you Grace appreciate the reply. It certainly sets it out in Lehman’s terms and makes it easier for the non scientific individuals such as myself to understand. Good luck with the gold, agree with abc, I have been adding recently in anticipation to news on 201 and 301. I look forward to your long answer as it is valuable and generates good topic of conversation on this bb. ATB :)
Appreciate the reply Adam, many thanks. Don’t know where I got the 16mg from in all honesty as just found the RNS it was just approval from the MHRA To substantially raise the dosing level in patients in order to reach therapeutic levels and reduce disease progression -https://www.lse.co.uk/rns/VAL/re-val201-clinical-trials-nfj1hxnyvd9be2y.html
In my interpretation, to have approval from the MHRA to raise dosing levels is quite spectacular and I wonder if VAL bod keep this in their back pockets when at the deal table :) This with recent results of a 54% ORR among the recent trials will provide even more in the arsenal. Adam another question if you don’t mind, has the MTD been established as of yet? Or will this be in the phase 2b / phase 3 trials with a partner with a larger client test base? Looking forward to Tuesdays webinar also, all moving in the right direction :) ATB
Investor Webcast
ValiRx will host a webcast for investors on Tuesday, 8 December 2020 at 2pm GMT to discuss the findings of the study.
· Prior to the webcast, questions can be submitted online to questions@valirx.com
· During the webcast, questions can be submitted through the webcast link below.
To participate, please click on the link below at the designated time:
https://webcasting.brrmedia.co.uk/broadcast/5fc12476b19325729a9d841f
The webcast will be available on demand following a link on the Company's website after the broadcast. This webcast replaces the usual monthly Q&A publication, and a written summary of questions with answers will be provided after the event.
Not to late Stack, took this from recent RNS on 201
Investor Webcast
ValiRx will host a webcast for investors on Tuesday, 8 December 2020 at 2pm GMT to discuss the findings of the study.
· Prior to the webcast, questions can be submitted online to questions@valirx.com
Happy that Adam has increased his stake, shows confidence. Not going to pretend to understand the results, but patients with a PSA decline, would this mean that cancerous activity is decreasing? Really looking forward to the webcast on the 8th, brilliant!! Should get the Q&A out today as well?
Bang on TH. The size of the first deal will determine VAL future value of other products as will show they can dance in that arena :) Come on Jap Pharma on 301, whats not to like about the product , still testing so obliviously must be having a positive impact. MTA signed back in May roughly as well? My money is on Astellas Pharma :)
Shareholder Q&A should be out this week, looking forward to that. On the last q&a release there was mention of doing a live webinar, would be nice to see an update on that. Should be an exciting next few weeks in run up to Xmas, test the recent high? :)
Not at all. I think everyone is waiting for the next news in all honesty. As if 301 and any commercial agreement was to come with this, would add weight to the whole Valirx portfolio. Still under the assumption that if the Jap Pharma like 301 why wouldn't they want the whole of the 201 product? As you mention a drop in the ocean at current price, time will tell, i bet Suzy et al are working hard behind the scenes :)
Appreciate your input Adam. Another question if I may, what’s your thoughts and views on the agreement with kalos and the testing of KTH222 with the combination of paclitaxel? I understand paclitaxel is a Bristol Myers Squibb product that can be used to treat patients with lung and prostrate cancer as well. Would there be any mileage at looking at combining it with 401 & 201?
Thanks Adam :) You mention interested parties, i can remember GM mentioning in one of his BRR media or similar marketing platform about how close they were to these interested partners and keeping them fully up to date with activity, surely they will be interested with the headline results released of ORR 54.5%? I think i read somewhere that Keytruda (apologies i may have got the drug wrong) was taken to the next stage on just 24.5% ORR? Now this is one of my questions, surely the Jap pharma would want full access to 201 if the MTR on 301 is going well to date. Would be lovely to see this all heat up leading into result release, lets who see who plays their hand first, it like a game of chess :)
Adam, in all of your experience, why aren't large pharmas all over 201 from the Val 201 clinical trial update with an ORR of 54.5%, would they be waiting for full data analysis to be released soon? There surely must be some discussions going on behind closed doors under NDA etc
Yes indeed RB, there will be more results coming out before now and Xmas on Covid as we are in the 6/7 months drug testing / trials, just waiting for UK company to come in nearer the 100% mark :) All this covid news has got a huge focus on the Pharma sector atm which is brilliant for VALs products as everyone will want to be part of it :)