Valirx Share Discussion Threads

[wulber] 11/4/2023 13:23

Far from bragging P9, just a different perspective to the constant doomsters broken record and pleased to be still holding many in the pennies and happy for the story to unwind as and when.

[porky9] 09/4/2023 12:09

Intrigued @JP

Do tell more re 401 or point us in the right direction? She is a named inventor on the patent for 401 so unless she sets up a sub company (SPV) for 401 and its ownership split Suzy/VAL I don’t see the link?

I know that xxxx over at Sabien Technology did that, had a brilliant idea for recycle product, got the AIM listed company to advance it then split it off into an SPV where he and family own 40% and the AIM company owns 60% all perfectly legal but shafted shareholders in the process. I won’t buy that stock on principle

But I don’t see any evidence here, she would be shot to pieces if she pulled a stunt like that

[jasonpugh] 08/4/2023 15:52

Nico aka slater on lse good post.

My Reasons to replace suzy.
1. 201 shambles
2. Cenkos payments for zero return
3. Complete change of strategy to extremely long term investment (uranium halflife isotope length)
4.401. Into her own company (DYOR)
5. Completely misleading investors with her tweets. Her own twitter and replies to investors
6. Placings at ridiculously low prices. 7. We have the warren buffett of pharma professor adam Hargreaves to takeover.
And finally 8.allowing panu a free ride at shareholders expense (not bought one penny)
Conclusion. Wait for adams appointment before buying

[porky9] 07/4/2023 15:49

@Wulber
Not sure why you felt the need to reply by bragging about making a few quid here, but hey each to their own. You appear to suggest you are the only one that made any ROI here.very odd.

A number of investors did well buying in at 3p, likewise some good trading profits on the run pre 201 news. Those days are gone now, it needs a board change now to take this to the next level.

SH will be agreeing a placement at 4-5p watch this space, it will be either that or lights out. That will likely be the point that the BOD buy in to support it and Adam decides he needs to join the BOD to get the business on the right footing.

Time will tell

[wulber] 06/4/2023 11:09

Porky, l think you are missing the point.On a scale of credibility 1 to 10 with 10 being high, Adam is a 10.... Everyone else is mid table to Minus one unfortunately on both threads.Easy pickings to slate a share price waiting for news which inevitably will slide as everyone is fully invested, but l must thank VAL and the team as l have managed to buy two cars outright, various holidays and helped enormously with funding our house deposit, still leaving a nice 7 figure holding so a big thank you from me!

[porky9] 05/4/2023 15:33

@Wulber and @412069

You are both totally missing the point, Adam is a shareholder invested in this, its NOT Adam doing the bidding.

It is Suzy and the fellow BOD members that are running the show. They are all totally culpable regarding these decisions made to date.

Not sure what part of that some are not getting.

[412069] 05/4/2023 12:19

Wulber
You forgot to say he has also made a good few
Quid out of investing in other small bio’s along the way and I’m sure has plan should Suzy not bring home the bacon.

[francoismyname] 05/4/2023 11:55

Follow someone who is blindly seen his investment here drop like a stone . He has fallen in love with the share full stop.

It will be to his detriment.

[wulber] 05/4/2023 11:47

Lol..... mmm let me get this right.Follow Porky or an Industry Professional that is Managing Director/Chief Scientific Officer of his own company and an honorary professor and previously principal pathologist for AstraZeneca? That's a tough one!

[francoismyname] 05/4/2023 11:39

Porky you are fighting a cult on LSE mate.

It’s quite comical how much people have fallen in love with the stock and can’t see the wood from the trees.

Fair play for constantly trying to educate them. It’s hard work.

[francoismyname] 05/4/2023 11:31

Adam is acting like a child with his head in the sand.

He is just a glorified happy clapper who is about to lose a fortune here. Porkys arguments are well structured and quite rightfully raise the issue of cash runway going forward with increased costs.

For a company that has delivered no income, I repeat no income in 12 years , Porky appears to be spot on with his thoughts.

[wulber] 05/4/2023 09:27

Bit more from Adam:Btw; as the self proclaimed "King of Rampers", you were great at ramping lots of folk out of their pension pots, in a Company promoting snake yoghurt that didn't work.How about ramping a preclinical asset that obliterates human-derived tumours in mice, even allowing some to live out a full life, with a 100% cure (never seen that before).Because, if you didn't know, we have one of those.

[wulber] 05/4/2023 09:27

Good post from Adam Hargreaves from the other thread worth a read in response to Porky: 'm not one for banning, but I am one for sticking to facts and outlining speculation, where it is.Probably an issue with the poster Porky is that you can counter-argue most things, but then the very same and unabridged arguments are outlined at 6am the next day, with no counter debate. It's a one-way street.Even sucking that up, the use of a false-narrative is his posts is so obvious, I'm embarrassed:"BUT lets assume it's a VERY positive evaluation, it will still take absolutely years before any form of licensing and VAL need to be able to fund supporting it until it can be licensed" – Porky.This is absolutely hogwash. Even if an SPV is taken the full 2.5 years to IND (which the majority are now not), it's categorically not "absolutely years"; even at worst-case scenario."A company could progress an SPV to a bigger value inflection point when it has capital available to do so, or alternatively, seek a risk- and resource-sharing partnership to reap more of the commercial benefits" – Bloeme et al., 2023.https://www.nature.com/articles/d43747-023-00002-6"What I would say though is that the market has changed, its really tough to get deals for early stage pharma and I suspect this is the real reason why Suzy wants to move more towards a labs based business with regular revenues" – Porky."Amgen has signed two big early-stage deals in a matter of days, signalling that antibody-drug conjugates are a priority target in oncology for the firm. Amgen will gain access to Synaffix's next-generation ADC technologies for one program with the option to exercise exclusive research and commercial licenses for a further four programs at a later date. Announcing the deal on 5 January, Synaffix did not provide details of any upfront payment, but said a deal signing fee, and milestones in the development of four candidates could reach up to $2bn, plus tiered royalties on potential future sales" – all preclinical platforms – Synaffix.com. 5th January 2023.Is that recent enough?Big pharma might not like it, but preclinical early-stage deals are back with a bang – sorry to disappoint.And, btw, Blautix simply didn't work, so that was years from eventually putting the whole portfolio into the bin, never mind commercialisation. It had a 50% response rate, with nearly 40% with the placebo. By all means, let's debate the science of the VAL compounds, but comparing them to a company ramping yoghurt; must do better. The fact they couldn't raise a bean was because they were unlikely to work; not because of the market.

[base7] 05/4/2023 08:15

Suzy needs to come clean in Tx & take the hit .The longer this soap opera continues the less credibility she has & she needs to step off her stubborn high horse & admit that she is capable of making errors -along with making some good decisions .I cannot imagine what Ken must be telling her to keep her engaged -unless her optimism in this respect is totally fabricated & she is morphing into Trump Johnson Kim Putin etc -it’s not a lie if you believe it !!

[jasonpugh] 05/4/2023 08:06

Porky on twitter. Its followers include suzy dily and nick slater. 🧐. Interesting

[412069] 04/4/2023 16:08

If you cant see those are Bed & Isa its time you gave up this game.
Keep an eye out on Thursday i am guessing there will be a lot more then.

[carlisle44] 04/4/2023 14:57

A belated thanks Porky.

Seems like someone is off loading a few today

[jasonpugh] 04/4/2023 13:45

Adam to replace suzy looks certain as 201 will be her p45. Panu and Kevin to follow. 👇

[porky9] 31/3/2023 18:54

@Carlistle44
Indeed, its 6% based on result of a licensing deal. So in principle IF THX got funded and completed there would be £1.3m paid to VAL of which 6% of that would be paid to PYC - but i would be amazed if it happens. I am still yet to see any activity of a raise at all frankly.

They are not paying the monthly lab fees which were initially agreed as part of the service contract and confirmed to house broker CENKOS as $10k USD per month in their report then later, Suzy backed down on it and tried to imply it was nothing like that and anyhow, she gets far more out of the relationship than the money - this is why i comment that she lacks commercial acumen IMO. VAL do not have unlimited cash, she might think its never ending but there are limits to shareholder support, VAL need that cash and if it were my business any exclusive deal would be subject to paying at least that fee - its not right that shareholders are covering the costs for THX not paying up. Others here may disagree.

[carlisle44] 31/3/2023 18:14

As I recall (correct me if wrong) Val did not pay PYC, remuneration was/is results based.

I cannot understand why TRx are still held out as a potential. Is it paying a monthly fee as (again I think) once heralded.

[base7] 31/3/2023 17:33

Now we have our own fully equipped & staffed lab & we are bringing more of our previously outsourced lab work "in house" surely we are likely to use PYC less than previously ( however much that was)