Member Info for uxm484

Here is the recent presentation explaining the cash runway including catalysts. Facts not fiction.

https://valirx.com/activity-updates/rk5VLy-update-19-12-2025

:yawn:

At least PP's posts are factual and based on the current situation not history of what other CEOs did.

Expecting some decent news this month. 1.0- 1.2p short term target in the next 6 weeks.

But, and as always has been, whether Val can deliver is a question of when not if. MCap just canNOT stay at £2m especially with so much newsflow due in the coming weeks. As for placing we are happy to consider it in July 2026 onwards but I suspect it will not be needed. At the moment no risk of any placing.

Sorry, Understated not over.

Reviewing the posting history against RNS, it appears the pig has consistently gotten the timing of every raise wrong over the past five years, each time overstating it by roughly three to four months sometimes longer.

So much for forecasts.

Everything is in the presentation. 2025 figures.

https://valirx.com/activity-updates/rk5VLy-update-19-12-2025

Easy to see why the CEO has invested over £250K and is confident of a deal in 2026. Medium upfront payments of over $110 million dollars for preclinical compounds. This could be up with the best with its pan cancer potential.

A synthetic peptide drug formulated into nanoparticles.

Designed to destroy cancer cells with high specificity and minimal side effects compared to standard chemotherapy.

It targets the tumour microenvironment, not just a single genetic marker, meaning it could be effective across multiple cancer subtypes.

Rather than relying on targeting a single gene mutation or receptor, CLX001:

Uses a cytolytic peptide to destroy cancer cells directly.

This mechanism could work across different cancer types (pan-cancer potential), making it a broader opportunity.

Discovery & Development

Some scientific commentary suggests its design also enhances immune activation by releasing tumour antigens, which could help stimulate longer-lasting anti-tumour responses — a major plus in oncology drug design.

Brilliant presentation. Nailed it.

Deals in 2026.👌. At 3M will not take much to lift this. Plenty of news to come.

Mark was just employed 1 year ago.

Takes time to build contacts and get things moving. He is now doing that at pace. He was decisive with THX after giving them a chance.

Expecting news with some key value inflection milestones in the coming weeks backed with a possible deal that should also get some HNW clients in and into the pennies.

3 Million valuation when the medium upfront payment is $110 million for pre clinical assets. Numerous other catalysts.

Nice cash runway with possible grant funding, revenues from other sources coming. Cash burn tiny for a biotech.

I think he is pushing for £30 million plus upfront payment for CLX001 plus more milestones rather than an early deal without any further dilutions other than the warrants which are unlikely to be exercised until share price doubles from here. Once further cash comes in then the share price should go past 1p with any decent positivity before a deal takes this to the pennies.

Medium upfront payment $110 million for preclinical/Ind compounds. Happy with 25/30 million plus 200 million plus milestones. Valirx to head back to £50 million market cap seems very possible.

Lots of catalysts, cash burn is under 1.5 million.

No wonder he has invested so much.

H2 -2026.

I think he missed out on the placing, now Viera and Porky are sweating with desperate posts.

Both will have a difficult and stressful few months here but we are still very cheap.

Watch this space. 😉

Massive re-rate due in the coming weeks.

Deals in 2026.👌🚀. At 3M will not take much to lift this. Plenty of news to come.

Buy out at 15 M plus is more than possible.

Agreed and a possible 2/3p plus takeover is possible in 2026.

They would have to take into account the 401 deal and other assets including new SPV's including 201 once that patents are resolved shortly.

Valirx don't do clinical trials and no peer reviews required for this stage.

A few major catalysts in the making here.

Anyone with any knowledge knows a biotech with a compound like CLX001 is not worth around 1 million as it was at the low 0.20s..

I think Valirx is more likely to hit 0.80-1p in the coming weeks.

Https://www.share-talk.com/traders-cafe-with-zak-mir-bulletin-board-heroes-wednesday-17th-december-2025/

Ready to break out to above 0.50p.

21% of a 156k market valuation.

30k worth lol. Not comparable to 270k worth here.

@Notpotalot, agreed. I have no doubt Mark will get a deal done either in the first half or second half of 2026. Even if it was the second half as long as it is done without any discounted dilution.

I don't see him coming back to the market in May or June, if he has to get an early deal with at least £10/20 million upfront with larger milestone payments then I am sure he will take it. As a holder of over 250k we can be confident he will pull something out whether CLX or the 401 deal. Plenty of other significant news due as well.

I was explaining to Uncanny, who seems to be trading and posting accordingly, that in my view this isn’t the best approach at the moment. He would be selling at a loss, chasing good news, and potentially holding the remaining position only to be diluted if he wants the SP low and posting as such to drag the share price down. Each to their own.

Holding and avoiding negativity is a far better option at the moment given all the pending news that is due and tiny valuation.

Happy to see how it goes over the coming months.

All in my opinion.

You do realise your entire holding will be wiped out if the warrants do not get exercised in the coming months.

If this keeps getting dragged down then good luck to you. If Valirx is 0.45p and news comes there is a higher chance for warrants to be exercised.

Therefore no further dilution and with a decent deal we are looking at a few pennies.

£20k