Valirx Share Discussion Threads

[shares188] 25/9/2020 11:55

Just remember SNG
You wouldn’t have time
to buy in it went from
35p to over £2 in a blink!!
ENJOY😉

[412069] 25/9/2020 11:50

Were back moving up again now.

[guss] 25/9/2020 11:32

Depends on results.

Is this an exceptable pause or a bit of nerves re- results?

[pennstreet] 25/9/2020 11:29

I would not like being out with results due any time!

[nico115] 25/9/2020 09:40

Wrong thread This is the buy Val sell pyc thread !

[the stigologist] 25/9/2020 09:34

Worth laying out why this could be huge for PYC and arguably maybe even bigger and better for PYC than for VAL!

1. PYC have a FREE carried interest. We won't have to meet future costs of VAL201 (or VAL overheads) i.e. Trials costs/share dilution of Phase II/Phase III

2. Any VAL success in demonstrating SRC Inhibition approach may mean PYC can sell their SRC Inhibition modelling and simulation skills to other Companies looking to follow similar approach (maybe outside of Prostate Cancer as contract with VAL may have included a non-compete clause)

3. I believe Physiomics deliberately mentioned VAL201 in their August tweet because VAL have already approached them with regards to potentially engaging PYC to do modelling and simulation work on any future Phase II/III trial either for optimal dosing or potential combinations with potential Partner drugs?


Proactive : "ValiRx teams up with Physiomics to accelerate the development of anti-cancer compound"

www.proactiveinvestors.co.uk/companies/news/27661/ValiRx-teams-up-with-Physiomics-to-accelerate-the-development-of-anti-cancer-compound-33038.html

[nico115] 25/9/2020 09:30

No he just Ramps another stock on here as he knows this is the place to be !! Lol

[arab3] 25/9/2020 09:27

Stigologist , do you own any VAL ?

[jusjusjus] 25/9/2020 09:12

I'll be switching to EVG, possibly N4P, jury out on PYC at the mo

[the stigologist] 25/9/2020 09:09

VAL has risen 200-300% on VAL201 but PYC unchanged so i can see some switching will go on

[jusjusjus] 25/9/2020 09:06

hardly surprising when we started the week @ 24p!

[tburns] 25/9/2020 09:02

Looks like we have someone drip feeding 30k sells into the MM's at a base price of 60p. Won't rise much above that whilst their line of stock lasts

[jusjusjus] 25/9/2020 08:45

we'll take a look after results Stig!

[the stigologist] 25/9/2020 08:43

PYC gets free access to Upside from VAL201 without any of the downside risk of having to fund expensive Phase II/Phase III trials through dilution or go through the process of seeking larger Companies to fund the trials.

[stumbleupon] 25/9/2020 08:18

Should this share be relabelled Old faithful?

[tburns] 25/9/2020 08:16

Auction at 64p :-)

[tburns] 25/9/2020 08:15

And UP she goes!!

[nico115] 25/9/2020 08:12

Prefer Val to pyc Should be a strong day in lead up to 201 I've top sliced but still bullish

[tburns] 25/9/2020 08:10

Lots of peeps keen to get in this morning ahead of Mondays results even after a 7 bagger, says it all really. GLA

[the stigologist] 25/9/2020 08:08

PYC tweeted about VAL201 in August so i suspect they are already talking about next steps.

PYC could benefit in 3 distinct ways from any VAL201 'success'

1. Licensing income share

2. More modelling work on VAL201 as monotherapy or in combination with other drugs

3. More work from bios/pharmas wanting SRC Inhibitor expertise

Game changer on several fronts

[carlisle44] 25/9/2020 07:16

Shares188. Probably Monday methinks

[shares188] 24/9/2020 20:53

Onwards and upwards!
Who thinks news tomorrow?
I feel leaving it until the
last day of Sept next week is
slightly unsettling.

[the stigologist] 24/9/2020 20:39

There won't be a move 'straight' to licence (believe me as a PYC shareholder I'd love it if we did get a % of licence fee sooner rather than later!) let alone commercial sales

Licence will only occur after they've published data in a peer reviewed journal

Then they'll probably open a data room so any potential partners can have a look at details of patents/data etc

Only then will they likely partner. That could take a year?

Commercial sales may take 5 years post Phase II/III results and then FDA consideration and approval

Remember these things take time

The original modelling and development of this drug occurred in 2011 when VAL and PYC worked together on it

It's taken several years to get thru Preclinical Phase and now Phase I/II

[shares188] 24/9/2020 20:33

Slight change at the end today,
I think news tomorrow.
This has been one hell of a ride,
Can it do a SNG movement which
went from 35p to £2.80😉
In one day...