Member Info for Uncanny

Another buy and sell - is someone positioning there VAL shares in to a tax free holding account for news? Unfortunately I don’t have that size of holding (but not too far away), but managed to get all mine in to ISA’s in readiness. ;@).

The share price bares no resemblance to the potential value of the comapny - completely detracted IMHO.

I think the downward pressure is a stock overhang from the placing which needs to clear first.

Funny how the bid is the same as the placing price?!

Hope it stay here as I have fresh funds to invest to unfortunately average down, but confident with progress being made on 401 and looking forward to updates which GM said should be here this quarter.

“George Morris, chief operations officer of ValiRx Plc (LON:VAL), tells Proactive's Andrew Scott commercial discussions to take their lead drug VAL 401 into a Phase III trial are progressing rapidly.”

FFS get a grip people: The science works The products so far are globally patented They are in talks on 401 and 201 I think No, a NDA does not warrant an RNS Yes, dilution will happen until they get a cashflow Yes, we have to pay people a wage commensurate with their position - end of.

I did a similar thing in VAL selling from my nominee account and buying in to my ISA. Cost £50 for the difference in buy and sell price, plus commission and stamp duty. All my VAL now in a tax free shell..... bring on the news!

Its def a rollover and the mm has taken £450 turn. As its a sumple book entry transfer the result is zero!

Patience Jon, they are intricate deals to complete as you can imagine. Cash payments, milestone dates and payments, royalties or license upon success in CTlll. The easiest rout for me would to acquire Valseek as a company, with 60% back to VAL.

https://www.cbinsights.com/research/pharma-corporates-cancer-drug-investments/

“Here are the key takeaways from the last 4 years (2013-2017): Most active investors: Celgene has been a key player in cancer therapeutics with its participation in 23 investments. Other active corporate investors include the venture arms of Novartis, GlaxoSmithKline, Pfizer, and Boehringer Ingelheim, each with over 15 participating deals in this space. Most well-funded companies backed by AstraZeneca: AstraZeneca participated in late-stage funding rounds for the top 2 most well-funded companies, Moderna Therapeutics ($1.3B) and ADC Therapeutics ($475M). They are also AstraZeneca’s only cancer therapy investments in the last 5 years. Focus on mid-stage deals: 7 of the 12 top corporate investors participated in more mid-stage (Series B, Series C) deals over other stages. SR One, venture arm of GlaxoSmithKline, contributed to 12 such deals out of its total 18 cancer therapy investments. Key early-stage investors: All 13 of Merck Ventures’ cancer therapy deals were either Seed / Angel or Series A rounds. Another early-stage player is Boehringer Ingelheim Venture Fund with its participation in 12 of these deals out of its total 16 cancer therapy investments. Novartis leads co-investments: Novartis Venture Funds (NVF) co-invested with other big pharma venture arms in 5 out of its 12 unique cancer therapy companies. For example, Bicycle Therapeutics, which develops targeted drugs that deliver toxins to tumor cells, had backing from NVF, SR One, and Astellas Venture Management.”

Me too Woody at 3.9p - quite fortunate to some on here.

I think in 6-9 months we could certainly be in the 10p to 20p range if progress and deals go to plan or +£50mn mkt cap. For those who paid north of 50p a share, tha mkt cap would have to be +£250 mn, which is not impossible but will take many years IMHO, unless one averaged down significantly NAI.

Well even a $50mn all in deal would be worth c.8p ps to VAL

Yes jonhboy, but in fairness with 401, VAL were only ready to start talks this year which will be complicated. They had to aort the rega as well last month. No personal experience on selling patentws pharma compounds, but guess it is not quite like selling something on Ebay!

Woody Well that would be a ****er! I invested in VAL due to their business strategy...... get the compounds globally patented, pass regs and to CTll and then flog them for top dollar. They don’t want to be a drug developer but flip their products at as earlier a stage as possible. I have never seen a deal where the company was not compensated for sharing their compound and the income thereof with a total package of cash up front, milestone payments and royalties or licensing deal. VAL say they are in detailed advanced discussions with parties, so have to take that at face value. Can’t believe the expensive third party negotiators appointed will settle for anything less than the highest price...... afterall they will be on a fee basis as a % of the deal If it was Dilly or GM negotiating then I would be concerned as not their forte, but the US pro’s will hopefully do us proud, leaving VAL to just get on with the science! The rhetoric here is releasing SUBSTANTIAL value.

Woody As VAL have 60% interest in Valseek, so they benefit indirectly 60% of the JV deal: “ValiSeek Limited was formed as a Joint Venture single asset company in 2014 to progress cancer program VAL401 through early stage clinical trials to a stage attractive for out-licensing. ValiSeek is looking to initiate detailed licensing discussions prior to completion for co-development or out-licensing on a regional, global or disease specific basis to ensure a smooth continuation of their project VAL401.“

This BB has seriously had a crash and just become a punch bag! Companies sign NDA’s all the time, but it doesn’t mean they have to RNS each time. The material interest will be when a deal has been done (401 JV) , not the simple looking at CT results etc behind closed doors. Few more weeks for me to top up to my target holding and then sit and wait for the MATERIAL VALUE ENHANCING floodgates to open. GLA

From the placing we have a stock overhang to get rid of I guess?! The positive is that not everyones diving out to take 1.7p which means 401 jv IMHO is what people are holding out for later this year. For me its 201 results, but we maybe surprised at the 401 news, which could be a game changer. When they say partners do they mean a consortium or going to the highest bidder? Time will tell! NDA means non disclosure, so forget an RNS! What can they say? We are in talks, can’t say who or what or when - what a useless Rns that would be!

When its done When its done When its done They have - check the subdiaries You need to start buying tozzer!

When will they provide a meaningful update? When will they review their own costs in the light of their own poor performance? When will they admit to where they are in any deal negotiations? How long can they keep repeating a deals on its way without any confirmation? When will they risk their own money, rather than just take ours. Simple questions. PS 10% up or down on any single day isn't a problem, but trend is, and the trend here is continually down and that's their fault.

We are going to surf Valju! A little more patience and wait for the overhang to finish!

Posting or pisting!