Member Info for Uncanny

Well l certainly didn’t invest to get back a few pennies! LOL

Very now have a new and different set up to what we have had previously and looking forward to selling on the legacy assets and developing CLX to add some implied value to the valuation. I am also looking forward to hearing more on the lab income generation and also VAL adding to the evaluation pipeline and news on the new SPV.

As they say, watch this space! 👍😁

LOL.

Well THX don’t have a good track record with VAL to date l know, but CEO Ken does have history in fund raises so stranger things have happened:

“Ken has successfully raised more than $1 billion of capital to support translational research and to enable new biotechnology companies to move from scientific concept to commercialized products. “

I’d say, et’s see how things unfold as we have only has 11 weeks of 2025 and lots of newsflow we are told to come 👍

I think everyone is just aat waiting for news to appear - THX / Nasdaq Co developments , Ambrose and 401 update, next SPV, new Uni evaluations to add to the pipeline, CLX developments etc.

Grainger, why are we near closure?

IMHO we are just starting to see grass roots and things blossoming with a years worth of funds, plus income / capital payments on the horizon from the lab and IP tie ups.

2021 THX deal died, then new EUDA deal died and now a new party and unnamed NASDAQ party, so like Jinksy says lets wait and see!

ME hell bent on giving THX only until 31.12.2024 to commit, but something made Mark extend the LOI until May 2025 so what made him turn on a six pence, plus don't forget we get 0.5% equity,m £2.2 mn upfront, backdated fees and a tiotal deal worth £67mn plus £33mn for each new indication ..... here was was the news release FYI:

https://www.biospace.com/press-releases/theoremrx-inc-enters-into-agreement-for-a-proposed-transaction

Bit of a chicken and egg scenario I see, so THX need VAL to commit so they can commit to the unnamed NASDAQ company.... a lot have just written off THX but I am cautiously optimistic and give ME a chance as hey-ho, stranger things have happened!

Nick, LOL!!!!!!!!

Indeed Lucky Adam now 100% focussed on APTA so bound by the rules as a AIM listed director but a big fan of 201 and CLX

In addition from those days, VAL are now much more advanced and now have:

1. New BoD with significant skin in the game, proactively cutting costs and focussing resources on monetising the closest assets to license, plus freezing products that’s are not advanced enough to progress early such as 301 and BC201.

2. IP evaluations in deals with Stingray with a high pedigree of medicinal chemistry behind it , Dundee Uni and Pro-senescence promoting ageing of cancer cells to cease growth in tumours, with the company shortly announcing the next evaluation awaiting fast tracking in to an SPV: not to mention returning back those evaluation projects that don’t ‘cut the mustard’ at this juncture (but not forgotten) in search of new opportunities to replace the pipeline via its pro-active strategy of alliances with research centres and Uni’s worldwide. Only targeting the cream of the crop, predominantly financed via research grants freeing up cash resources for other development.

3. Cytolitix which has overtaken 201 as VAL’s crown Jewel being developed to be market ready towards the end of 2025 to fully commercialise its Triple Negative Brest Cancer potential in a $1.5Bn market which we understand from oncology research to have potentially a mean upfront payment of £40mn plus milestones fees and final licensing.

4. Two deals ongoing for VALs pre-women’s health strategy to sell on it legacy assets of 201 worth £2.2mn upfront, £67mn first full potential with milestones payments, back fee payments and £33mn for each additional indication, plus 401 worth £16mn total deal.

5. Purchase of Inaphea Lab to develop and fast track its SPVs to be commercialised at early stage in JB with medium and large pharmas (as opposed to the past wasteful squandering of cash to progress through phases I, ll etc), scrutinise the evaluation projects to see if they are commercial plus doubling up as a head office to cut significant rents paid previously in London with the icing on the cake being the acquisition of 4000 vials worth £10k each and worth up to £37.5k per unit plus the multitude of early third party deals witnessed over the last 6 months to provide a growing income stream which is unprecedented for VAL.

Don’t get me wrong, we have had an awful time waiting for THX which has caused the companies share price ill-health, but hopefully we are now back on track on a level playing field with a new CEO who has the right mix of scientific and commercial skills (and BoD) to turn VAL around to meet investor expectations of where it should rightly be.

It is easy to fall into the habit of reflecting on the past mistakes but we have a new fresh strategy started by SD, 12 months cash, great IP and potential deals matched with a new BoD and CEO with large stakes.

The past is no guide to the future!

GLA, NAI, DYOR.

'was primarily' NOT 'was not primarily'

Afternoon Viera, yes bullish indeed which is why I bought 5.8% of the company and certainly want multiples of the 1p you say below.

As for THX as you may remember, ME was ready to give them a culling with the deal expiring 31.12.24.... obviously something happened that made him change his mind full circle - new NASDAQ party, new more elite and experienced finance team etc? Time will tell of course but he wouldn't have done this on a whim don't you agree unless I am being naïve? Previously, all shareholders including myself were shouting for THX' blood as they wasted valuable time, exacerbated by EUDA as we know! I am mildly confident it will come good because of this implied change of heart and as you will also remember they had never filed their accounts etc..... then out of the blue just last month, THX appear on the statutory register and up to date on all and sundry with their SEC filings, so something prompted this to happen IMHO.

VAL market cap is £2mn and the 4000 vials alone are worth £4mn, so massively undervalued plus cash (forget all the IP) is worth 1.5p per share - do the maths.

I am here for longer than 6 months and certainly not trading as I am hoping the true value will shine through in due course: an update on CLX to come we were told which should be market ready this year which I agree could be enormous and dwarf 201, plus don't forget the RNS of the new new SPV to come also we were told in the last shareholder update.

As for costs, the largest saving was moving out of London to a lab that now doubles up as a registered office: I can't remember the numbers and I may be wrong but weren't VAL paying £14,000pm with the lab now just costing £4000pm including lab technicians? Remember the lab was not primarily acquired to actually save significant costs in evaluating IP rather than paying astronomical fees to third parties not to mention the added advantage of being able to fast-track projects, Saying that, income generation is a very nice biproduct of the lab purchase which hopefully in time will make a significant impact on the profit and loss bottom line.

Not sure if anyone is a member of LinkedIn but I see one VAL employee is 'open to work' so is this the start of ME making team changes too in addition to the slimmed down Board at the end of 2024 we have already witnessed?

ME particularly with 6% stake, plus other BoD's have significant skin in the game now so very much aligned with shareholders which is a breath of fresh air from the past so when our pocket hurts, there's does too..

GLA NAI DYOR and all IMHO.

Been away for the weekend and what a load of tosh to read through.

ME clearly said beforehand, that VAL would abandon ONE evaluation project where the prospects albeit are probably very attractive, but are too far away from commercialisation so terminating ONE project to avoid wasting precious time and cash reserves, so Imperial has been set aside and passed back for further development, but I am sure not dead by all means.

ME also said that they would be extending ONE evaluation project which was Dundee, so really no surprise and I can't understand why people think this was a surprise as he clearly stated this point, noting the point that the funding for Dundee is coming from Queen Mary University London Impact Fund £50k and only £9k VAL.

Anyone that sold out on this news really should DYOR!

So therefore, what is the SPV going to be......no guesses there IMHO, NAI!

SO everything ME said he would do, he is doing, even the strategic changes and which take time to process plus don't forget the impact of employment law processes which can't be done overnight.

GLA

Lol Porky, go back to sleep.

Not yet Jinky and it is normal not to disclose any contractual details (or disclosures) until the event has been signed, sealed and delivered.... which we hope it will be before May!

That would be amazing if it all comes off as it should have done a few years back now!

The NPV of 201 from THX milestone payments must be circa 25p per share or 15p per share fully diluted with the warrants.

Then throw in 401, CLX potential deal and the lab revenue and VAL is a very different animal, both commercialising its first IP and revenue creation.

Sum

As PM says, I am expecting hopefully an update on THX in the next few weeks. Theoretically speaking ,if THX were to get this over the line, I wonder where the VAL share price is likely to be based on circa 37 5 million shares currently in issue, £70 million total Deal, £2.2 million upfront payment plus the monthly consultancy fee which must have accumulated into tidy worthwhile some?

Very interesting read…..

https://www.inaphaea.com/advancing-cytolytix-as-a-groundbreaking-cancer-therapy

478 x £10k or £30k potential….

8@D

Added on the website:

The initial focus will be establishing three Triple Negative Breast Cancer in-vitro 3D tumour models, which will then be offered for commercial services by Screenin3D and Inaphaea. Commercial use will trigger an annual payment of £10,000 for each Patient Derived Cell (PDC) model (with an option to buy out for £30,000). This license model is distinct to Inaphaea’s Assay Ready Reagent product line and can be extended to our full range of 478 PDCs.

The models will also be used to evaluate the Cytolytix peptide and a range of standard of care drugs with the data generated being used to promote the utility of the models to customers.

Well Rebster, what we do know is that VAL has 5000 vials of assay ready reagents at a value of circa £5mn or call it £1000 per vial... what we don't know is how many customers or demand but I am sure all will be clear soon enough and also... will it be repeat business for VAL?