Valirx Share Discussion Threads

[hodhasharon] 08/9/2020 07:48

I'm topping up on PYC. Compelling supporting evidence. Great work Stig.

[jasonpugh] 08/9/2020 07:29

Johnsmith777
You stated sometime ago that 201 results will be disappointing..
Please read preliminary findings on last 201 data from rns released 16th December...
Read paragraph 3...
Does this sound like forthcoming 201 news will be bad...
Toodlepip

[johnsmith777] 08/9/2020 07:09

Nico, can I please have whatever you are taking. You talk total bullocks! Tell me you did actually read the 401 c2 results yes? They clearly did not have any confidence

[nico115] 08/9/2020 06:58

I'm hoping for 40p to 80p at some point this year We have 4 or 5 bites at the cherry 201 301 401 covid and new SPV Uni tie ups Love the fact Cox bought twice within weeks Love the fact we don't need to raise any more money for years if ever again Love the fact BOD costs slashed from 900k to 300k so the BOD are incentivised by a higher share price ,their wishes are finally aligned with us shareholders Love the fact that all our trials to date have been positive What's there not to like ??!!

[jasonpugh] 08/9/2020 05:56

Not necessarily 7:00am rns
As when data finally ready to be published Nomad requests immediate release of price sensitive information

[jasonpugh] 08/9/2020 04:38

Whenever rns for 201 results are released will not be released at 07:00hrs..be aware..

[jungmana] 07/9/2020 13:18

most warrant holders have already exercised or applied to do so. the last notification almost 2 weeks back was that about 2.8m of the 9m were excercised

[the stigologist] 07/9/2020 13:17

Why PYC Physiomics stock could EXPLODE higher in September 2020

Share Price : 8p
Shares in issue : 97m
Market Cap : £8m
Cash : £1m
Revenue : £0.8m p.a.

This comment (see Fig.1) was shared on VAL Valirx BB's this weekend

Clearly knowledgeable VAL investors are very bullish on the upcoming VAL201 Phase I/II Clinical Trial results in Prostate Cancer (due in next few days/weeks)

IF (still a big IF) VAL201 results are good they look like they will be in prime position to licence their VAL201 drug to a Big Pharma

THREE/FOUR MAJOR POTENTIAL POSITIVES FOR PHYSIOMICS from Valirx's VAL201 success

1. IF VAL licence VAL201 Physiomics are entitled to 'Share of ANY licensing income' (licensing income includes i) Upfront fees ii) Development Milestones iii) Royalties when drug goes on Commercial sale. This could be UTTERLY TRANSFORMATIONAL to Physiomics finances and business.
See Fig.5 for examples of Pharma licensing deal values. Any FREE share of those sort of revenues in event of VAL201 showing good results in Phase I/II and then being licensed to a Mid/Big Cap Pharma will be HUGE news for £8m Market Cap ; £0.8m revenue / P&L breakeven Physiomics.

2. IF VAL201 is successful it will have proven that VAL's approach of SRC Inhibition is important and successful this is likely to lead to
i) VAL using Physiomics modelling and simulation knowledge of SRC Inhibition pathways for further work on VAL201 or improved 2nd generation devleopments of VAL201, this may also mean more Modelling and Simulation work from whoever VAL partners VAL201 with

3. Physiomics success in Modelling and Simulation of the SRC Inhibition pathway may also mean other Cancer drug companies working on this pathway also come to Physiomics for help in developing their drugs. It is worth noting
i) The biggest currently selling Prostate Cancer drug is Astellas's Xtandi (about $2bn+ p.a.)
ii) Physiomics recently signed up Astellas (19th Largest Pharma in the World) as a client on a mystery cancer drug project

4. There are suggestions that SRC inhibition is important in other disease pathways. Maybe even Covid19. Could Physiomics knowledge of these pathways and work at the leading edge of Cancer modelling with likes of Merck and Astellas help Companies in their investigation of other SRC Inhibition drugs? Or Combining SRC Inhibition drugs with leading Immuno-Oncology drugs such as Keytruda/Opdivo ?


Fig.1 Grace83 post on VAL LSE BB



Fig.2 Valirx/University College London poster presentation on VAL201





Fig.3 Physiomics tweet in August mentioning VAL201 and their other work with Cancer drugs which are demonstrating potential COVID efficacy



Fig.4 Valirx CEO Suzi Dilly confirming that the Valirx-Physiomics revenue share agreement dating from 2011 remains in place



Fig.5 Potential Upfront Licence Fees Pharma Companies Pay in Phase I,II,III deals (2011-16)

[the stigologist] 07/9/2020 13:17

Why PYC Physiomics stock could EXPLODE higher in September 2020

Share Price : 8p
Shares in issue : 97m
Market Cap : £8m
Cash : £1m
Revenue : £0.8m p.a.

This comment (see Fig.1) was shared on VAL Valirx BB's this weekend

Clearly knowledgeable VAL investors are very bullish on the upcoming VAL201 Phase I/II Clinical Trial results in Prostate Cancer (due in next few days/weeks)

IF (still a big IF) VAL201 results are good they look like they will be in prime position to licence their VAL201 drug to a Big Pharma

THREE/FOUR MAJOR POTENTIAL POSITIVES FOR PHYSIOMICS from Valirx's VAL201 success

1. IF VAL licence VAL201 Physiomics are entitled to 'Share of ANY licensing income' (licensing income includes i) Upfront fees ii) Development Milestones iii) Royalties when drug goes on Commercial sale. This could be UTTERLY TRANSFORMATIONAL to Physiomics finances and business.
See Fig.5 for examples of Pharma licensing deal values. Any FREE share of those sort of revenues in event of VAL201 showing good results in Phase I/II and then being licensed to a Mid/Big Cap Pharma will be HUGE news for £8m Market Cap ; £0.8m revenue / P&L breakeven Physiomics.

2. IF VAL201 is successful it will have proven that VAL's approach of SRC Inhibition is important and successful this is likely to lead to
i) VAL using Physiomics modelling and simulation knowledge of SRC Inhibition pathways for further work on VAL201 or improved 2nd generation devleopments of VAL201, this may also mean more Modelling and Simulation work from whoever VAL partners VAL201 with

3. Physiomics success in Modelling and Simulation of the SRC Inhibition pathway may also mean other Cancer drug companies working on this pathway also come to Physiomics for help in developing their drugs. It is worth noting
i) The biggest currently selling Prostate Cancer drug is Astellas's Xtandi (about $2bn+ p.a.)
ii) Physiomics recently signed up Astellas (19th Largest Pharma in the World) as a client on a mystery cancer drug project

4. There are suggestions that SRC inhibition is important in other disease pathways. Maybe even Covid19. Could Physiomics knowledge of these pathways and work at the leading edge of Cancer modelling with likes of Merck and Astellas help Companies in their investigation of other SRC Inhibition drugs? Or Combining SRC Inhibition drugs with leading Immuno-Oncology drugs such as Keytruda/Opdivo ?


Fig.1 Grace83 post on VAL LSE BB



Fig.2 Valirx/University College London poster presentation on VAL201





Fig.3 Physiomics tweet in August mentioning VAL201 and their other work with Cancer drugs which are demonstrating potential COVID efficacy



Fig.4 Valirx CEO Suzi Dilly confirming that the Valirx-Physiomics revenue share agreement dating from 2011 remains in place



Fig.5 Potential Upfront Licence Fees Pharma Companies Pay in Phase I,II,III deals (2011-16)

[412069] 07/9/2020 12:54

5th day of the share price being over 15p warrants available at anytime now, think a 30p close today.

[jasonpugh] 07/9/2020 11:48

Johnsmith777
You still have a chance to recoup your losses..
What’s your opinion on the rns today on Valirx financials ?

[arab3] 07/9/2020 11:27

I would want a refund on that crystal ball of yours lol. Good luck here!

[jungmana] 07/9/2020 11:09

Thought would retrace to 20p area on warrants but looks like won't happen. Bought back 40k about 24.5p on Friday.2 weeks back had near 180k shares here

[arab3] 07/9/2020 10:58

Remind us why you sold out recently

[jungmana] 07/9/2020 10:52

Just a reminder from December rns:"The results appear, in advance of full analysis, to indicate that the VAL201 compound has a clear impact on patients with prostate cancer, as measured by PSA - evidence that is supported from tumour imaging (MRI and CT) in subjects. The compound has also shown it is very safe and has a high degree of tolerability, up to a dose that is in excess of the predicted dose and any practical therapeutic concentration."

[jungmana] 07/9/2020 10:52

Just a reminder from December rns:"The results appear, in advance of full analysis, to indicate that the VAL201 compound has a clear impact on patients with prostate cancer, as measured by PSA - evidence that is supported from tumour imaging (MRI and CT) in subjects. The compound has also shown it is very safe and has a high degree of tolerability, up to a dose that is in excess of the predicted dose and any practical therapeutic concentration."

[jungmana] 07/9/2020 10:29

40p ( GBP 25m market cap) was always my initial target . If results are good should see 100p+ easily.Made a mistake selling out earlier as I thought could retrace on warrant selling. But now looks like that's all done and on tract for further rise to 40p+ before the big news.Good luck to us

[deanmatlazin] 07/9/2020 10:04

up to 40p next stop......after VAL201 result. If the result superb - £1 is possible. GLA

[tburns] 07/9/2020 10:03

Whoa, what happened there, 30p on the offer new. New on 201 might be coming sooner than we think GLA

[jassyb55] 07/9/2020 09:55

All the best, lets hope we get stellar results

[jungmana] 07/9/2020 09:54

Jassy- a week or 2s delay could happen. But results expectation is second half of September. Fyi I bought back 40k shares on Friday about 24.5p

[jassyb55] 07/9/2020 09:51

Jungmana,imo you may have sold too early. Lets of legs in this one. Why early October , when the company have indicated again it will be in Q3?

If you may want to be in, best buy soon imho

[jungmana] 07/9/2020 09:25

Edit 201 not 202

[jungmana] 07/9/2020 09:25

The VAL202 results are expect in the second half of September but could run into october imo

[stockhunters] 07/9/2020 09:20

27p breaking