Member Info for Tommy85

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

Thanks all, so to quote a famous VAL saying 'it works' :)

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 :)

You back in Noise? :)

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?

Indeed Mark, but they have been interested for years, now we need to start turning the screw so to speak :) As RB mentioned Mr Cox is the deal man, lets see what he can do :)

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 :)

Hmmmmm think there is a key point being missed here. Why would you go onto a share you haven’t got a position in and quite rightly as Baxter’s points out, put negative views, not just once but continuously. Put the shoe on the other foot, it is like me going onto the SNG board and state anto earlier comments ‘it has gone down so far (fact!), It's likely that it will go further down’ a) I have no investment in there so couldn’t care how the sp reacts. b) why in gods name would you want the SP to retract (obviously an ulterior motive c) I have better things to do with my time.

Indeed I am very much up for a balanced post and I do think it is important if you are invested or not, simply why take the amount of time to post on here if you are not invested?! Seems quite strange, but each to their own I suppose. It’s not a personal attack just a question really. All of your posts mention a downward trend?! Haven’t the whole of the bio pharm industry taken a hit over the last week due to that Pfizer announcement on the Covid play?! As you so eloquently mentioned, yes it has gone down, but has just as much ability to go back up. Look at the forthcoming news, to make it easier, refer to recent rns particularly around 301 MTA and full results on 201. Have a good weekend also.

Thank you for the overview Brighty, have been adding at these low levels (quite surprised it actually went down to the 50s range) ATB :)

Yes very true, looks like we will be getting them back soon when the next news is nearing or out :)

Still don’t understand how the market value SAR at close to a 100m and VAL at 15m though

Don’t suppose anyone has asked the longevity of the MTA for 301 to the Jap Pharma company? Don’t want to double up questions as such. Cheers

Sorry to hear that RB, hope all is well.

Got a lot of family down that neck of the woods RB Sennen, St Ives + St Agnes, absolutely beautiful part of the world. You residing on Marazion beach? :)