Member Info for uxm484

Potential. Valirx has gigantic potential looking at the valuation here. In the next month we could have 4 in preclinical. That is Barcelona,Hokkaido,301,CLX001. Now based on that we should be 50p. Partnerships with Barcelona, Hokkaido and Kings university backed with strong data all for 9 million.

I have some large family businesses looking to support this who could take more than 5 million shares in the coming weeks. If that happens we could be 25/30p on that alone.

A typical good pre-clinical deal is worth 100s million with 20,50,100 million upfront payments. Expecting CLX001 deal this year and a possible take over above 50p if we remain below 30p.

Low market cap = tick

Significant cash reserves = tick

No clinical trials and low costs = tick

Top shelf drugs = tick

tick, tick, tick, tick

Great post from Wallcrawler:

I'm not surprised that my balanced, reasoned post rattled Porky so much. It doesn't reflect the scenario he wants, which is for Valirx to heavily dilute , therefore enabling him to gain a cheap entry. Don't take no genius to work that out (d'uh).

He is getting annoyed, as the realisation is eventually dawning (as it is on the bod) that existing SH are sufficiently peed off to vote members off should they continue in that direction. But, the law of self-preservation and survival prevails over all others. Frankly, I hope to avoid all this unpleasantness. I want SH treated fairly and the bod to remain. It can be achieved in 5 easy steps:

1. Buy/build strategy needs to be paused until the SP is significantly healthier. Absolute must.

2. The bod still have some cash and only need to request moderate headroom for working cap. I will be massively surprised if they ask for even half of the 40-50 million a certain other poster suggests, as it will be end in REJECTION.

3. Invite Hargeaves onto the bod for crying out loud. He’s a businessman, scientist and major SH. It’s a no brainer. If he doesn’t accept, then so be it.

4. The bod need skin in the game. Stella is basically Count Duckula in a blouse. If she ain’t throwing some of those gold coins in at these prices, then she should just leave.

5. Give more explanation about delays. Yes, there are always confidences and commercial sensitivities. I probably deserved the silent treatment at home when I misused my wife’s shoes, but it’s not acceptable here. If VAL can’t convince partners to allow some info, then maybe it’s time to let them go.

Great post from PM:

A £100k buy at 10p gets you £500k at 50p.

I would say 80% chance of that happening in the next 12-18 months.

CLX will almost certainly be worth 30p plus on its own once toxicology studies have been done. Once a deal comes it could be worth 100p as a standalone.

Backed by strong data from Kings College London:

https://www.valirx.com/cytolytix-limited

Two more in the evaluation stage. Each one is worth at least 10p on signature with partnership with these leading universities. More will come in and each will grow in value very fast.

Just like people say buy and build is still on despite a no vote on resolution 4 and shareholder anger we can say the same about 201. Officially 201 is still on unless the company states otherwise. If that gets completed even months later SP can hit 50p alone just on that. See past SP moves for 201.

3 years worth of work has been done on 301. If that was not promising then it would be in the bin. Suzy stated recently she gets more emails about 301 work than anything else so tells us it is on. Once the RNS comes it could be worth 10-20p alone.

Risk to reward is the best in AIM history imo. We need detailed outcomes before the AGM from the BOD to make informed choices.

Buy and build stops at these prices then watch this space fellas.

So excited having spoken to a major player.

Potential. Valirx has gigantic potential looking at the valuation here. In the next month we could have 4 in preclinical. That is Barcelona,Hokkaido,301,CLX001. Now based on that we should be 50p. Partnerships with Barcelona, Hokkaido and Kings university backed with strong data all for 9 million.

I have some large family businesses looking to support this who could take more than 5 million shares in the coming weeks. If that happens we could be 25/30p on that alone.

A typical good pre-clinical deal is worth 100s million with 20,50,100 million upfront payments. Expecting CLX001 deal this year and a possible take over above 50p if we remain below 30p.

Low market cap = tick

Significant cash reserves = tick

No clinical trials and low costs = tick

Top shelf drugs = tick

tick, tick, tick, tick

Great post by Wallcrawler.

Oh my, this BB has become messier than the carpet in the This Morning dressing room. But, for all the grunts and groans, it seems the majority of shareholders are of one mind on what needs to happen here.

1. Buy/build strategy needs to be paused until the SP is significantly healthier. Absolute must.

2. The bod still have some cash and only need to request moderate headroom for working cap. I will be massively surprised if they ask for even half of the 40-50 million a certain other poster suggests, as it will be end in REJECTION.

3. Invite Hargeaves onto the bod for crying out loud. He’s a businessman, scientist and major SH. It’s a no brainer. If he doesn’t accept, then so be it.

4. The bod need skin in the game. Stella is basically Count Duckula in a blouse. If she ain’t throwing some of those gold coins in at these prices, then she should just leave.

5. Give more explanation about delays. Yes, there are always confidences and commercial sensitivities. I probably deserved the silent treatment at home when I misused my wife’s shoes, but it’s not acceptable here. If VAL can’t convince partners to allow some info, then maybe it’s time to let them go.

Shareholders are clearly very angry and ready to start lining bod up against the wall. But ALL of the above steps are within power of the board and of great mutual benefit. What is frustrating is that the science is ace, but it's some of the business decisions that need to be better. It’s quite high risk ATM, but there are investors waiting in the wings to buy in when this stuff is sorted.

Soon, all of the the really great stuff can be the focus.

Great post by Wallcrawler.

Oh my, this BB has become messier than the carpet in the This Morning dressing room. But, for all the grunts and groans, it seems the majority of shareholders are of one mind on what needs to happen here.

1. Buy/build strategy needs to be paused until the SP is significantly healthier. Absolute must.

2. The bod still have some cash and only need to request moderate headroom for working cap. I will be massively surprised if they ask for even half of the 40-50 million a certain other poster suggests, as it will be end in REJECTION.

3. Invite Hargeaves onto the bod for crying out loud. He’s a businessman, scientist and major SH. It’s a no brainer. If he doesn’t accept, then so be it.

4. The bod need skin in the game. Stella is basically Count Duckula in a blouse. If she ain’t throwing some of those gold coins in at these prices, then she should just leave.

5. Give more explanation about delays. Yes, there are always confidences and commercial sensitivities. I probably deserved the silent treatment at home when I misused my wife’s shoes, but it’s not acceptable here. If VAL can’t convince partners to allow some info, then maybe it’s time to let them go.

Shareholders are clearly very angry and ready to start lining bod up against the wall. But ALL of the above steps are within power of the board and of great mutual benefit. What is frustrating is that the science is ace, but it's some of the business decisions that need to be better. It’s quite high risk ATM, but there are investors waiting in the wings to buy in when this stuff is sorted.

Soon, all of the the really great stuff can be the focus.

I doubt people would be speaking in such a way if they were still holding 6% of the company. I just don't see what good it does to serious investors and the more people complain the more we should vote them in even if we are unsure.

Protect your own holdings and avoid listening to those that have already sold most of what they previously had. They can afford a drop or to wait.

BOD should take a positive approach and avoid listening to those not invested or who have sold a significant amount.

DK,

Please consider being more selective with the content you post, and refrain from sharing irrelevant opinions.

Your level of confidence is not relevant to us. Please provide factual information and data to support your claims.

DK, please refrain from making posts that could be perceived as insulting to everyone's intelligence. Have a nice day and please seek help.

He comes here thinking he is Adam's mate telling us how he emailed him and got responses. Why would Adam email a loser like you the biggest loser here? Nick was right about you. Seriously having a laugh if you think Adam would respond to a twat like you.

Thank you for the advice.

What are your assumptions based on? So something happened last year therefore it will happen again this year. Fantastic bit of research son. Very convincing argument you are presenting.

Nice to see Adam will buy another 8% of the company in a placing as any placing does not impact his main holding. Very convincing point of view.

30-40p not 8p with Barcelona going into SPV and Hokkaido. Adam is the industry expert so reposted.

Expecting significant re-rate in May.

The other point to note, is that they only seem to take on an SPV when the formulation is right and the efficacy/pharmacodynamics look promising.

So, whilst any delays are incredibly frustrating as a SH, if any pass these, then they have much more promise than an otherwise lead-generated test material. It's essentially optimised, and to get to that stage in a large pharma could cost 10-15 Million quid.

VAL are good at cost-cutting in this, and seem to do it on a fairly narrow shoe-string.

So, ultimately, you could argue that CLX might be "valued" at 15-20p as is, all these months in, and that any additional SPV could be 10p each, at signature.

But I don't want to annoy the converse posters, so I'll just say that I *personally* think that 10p significantly undervalues the one SPV we have, without considering anything else like the lab; 301; 3M in the bank; the cost of the VAL "shell"; work undertaken with two more evaluations etc.

But I do strongly disagree with the line "it takes years for commercialisation", as that simply isn't true. There are other AIM Biopharma outfits with milestone deals in place for compounds at an earlier stage than CLX001 currently is, wherein formal drug development work had not yet started at contract stage (just concept).

A great read posted by Adam previously.

https://www.nature.com/articles/d43747-023-00002-6

With CLX001 already in our preclinical pipeline and Barcelona evaluation due now and Hokkaido evaluation also due shortly the potential to get a large preclinical deal increases in the next year or two with more in SPV. Surely we should have a significant rerate given our very low valuation of only 10 million.

I think with a lab that will generate revenue shortly and a decent cash balance then hopefully we have bottomed here.

Onwards and upwards and a big month this month before the AGM in June.

Worth a watch.

https://www.valirx.com/cytolytix-limited

I note most posting are either those wanting to buy more or not invested. The board should buy some shares but from 10p so much potential.

I go with Adam on this one.

Would that not mean they would want more shares at lower prices every month until they are ready to sell years later. It could backfire with lower placings.

The problem is with the market so volatile people are selling because they feel they can get in below 0.20p. If bitcoin crashes then likely you can buy blue very cheap even though it's not directly related. Obviously when news comes it will go much higher. That's life.

https://news.sky.com/story/amp/warning-of-existential-threat-to-uk-tech-sector-after-failure-of-silicon-valley-bank-in-the-us-12831826

https://news.sky.com/story/amp/warning-of-existential-threat-to-uk-tech-sector-after-failure-of-silicon-valley-bank-in-the-us-12831826