Valirx Share Discussion Threads

[jungmana] 30/9/2020 07:34

A 4% shareholder ( former director at astrazeneca) bought over 500k shares yesterday;Adam Hargreaveshttps://uk.linkedin.com/in/adam-hargreaves-53372abAdam Hargreaves: "British (FRCPath) and American (DiplACVP) board-certified histopathologist with 18 years experience in pharmaceutical drug discovery and development. Special interests and skills in preclinical and translational small molecule, biologic and RNA-based pharmaceutical efficacy/safety assessment, toxicologic endocrinology and cardiology, oncology, pharmacodynamic modelling, target identification and validation, early-stage compound selection, IMPD/IND documentation and FDA, EMA and PMDA submission/interaction"

[notknowing] 30/9/2020 07:34

PYC does look like a good play following this morning's results.....in fairness to Stig.

[clocktower] 30/9/2020 07:29

If your in profit with this why take risks rather than profits, while you have bog holders that already have creamed off huge sums of money from punters.

Why continue to feed them, because while they will be pumping this by whatever means to get the share price back up, with a view to dumping more I suspect.

Short today sounds the way to go imo. DYOR

Good trading.

[jungmana] 30/9/2020 07:26

No one is interested in pyc lol! You better off selling there and joining val instead of hangjng onto our coat tail for the last one month.

[801710245] 30/9/2020 07:15

This thread - as with the one on LSE, has become un-navigable.
Nobby, what are the chances of an 'SNG-esq' Guild?

[1savvyinvestor] 30/9/2020 07:15

Wow mr smith . You are busy posting . Wonder why ?

[johnsmith777] 30/9/2020 07:07

"But i fear the new ones are being misleading. Prioritising a p&d for the benefit of warrant holders at the expense of PIs."

[johnsmith777] 30/9/2020 07:06

"But i fear the new ones are being misleading. Prioritising a p&d for the benefit of warrant holders at the expense of PIs."

[jasonpugh] 30/9/2020 06:56

Dear Johnsmith777
I like the final line of your last message ..repeated as usual.
A treat today for you John..
Watch Suzy deliver a masterclass video outlining strategy released this morning.. then look at professor Hargreaves credentials.. the one who just increased his holdings in the middle of the share price drop..
Then ask yourself .. am I Forrest Gump!

[johnsmith777] 30/9/2020 06:40

Thoth2Posts: 3,493Price: 24.50No OpinionRE: VAL Q & ATue 23:24Oh dear. I have bitten my tongue but the new bod seem as misleading as the old.1. A trial of 12 people is not statistically significant. They quote percentages without the p values. Very misleading2. Any pharma will take the same view. P2 will need to be re run. Probd 100 plus people c £8m3. In the 6 years plus since they started the competitive landscape has moved on. Parp inhibitors proven safe and effective in other cancers (e.g. olaparib) are achieving quite solid results in prostate. Yes there may be a gap but i dont see any genetic analysis of patients to identify that gap.4. Trial recruitment. They managed to recruit 2patients a year on average to the trial. In light of new treatments and options and no genetic differentiation data how can they recruit 100 ?Not short. Still have about 10 quids worth (was worth a lot more) was very impressed by the action to remove the bod. But i fear the new ones are being misleading. Prioritising a p&d for the benefit of warrant holders at the expense of PIs. All imho. Trying to be cautionary and realistic rather than too negative. But. It may be different this time.

[johnsmith777] 30/9/2020 06:40

Thoth2Posts: 3,493Price: 24.50No OpinionRE: VAL Q & ATue 23:24Oh dear. I have bitten my tongue but the new bod seem as misleading as the old.1. A trial of 12 people is not statistically significant. They quote percentages without the p values. Very misleading2. Any pharma will take the same view. P2 will need to be re run. Probd 100 plus people c £8m3. In the 6 years plus since they started the competitive landscape has moved on. Parp inhibitors proven safe and effective in other cancers (e.g. olaparib) are achieving quite solid results in prostate. Yes there may be a gap but i dont see any genetic analysis of patients to identify that gap.4. Trial recruitment. They managed to recruit 2patients a year on average to the trial. In light of new treatments and options and no genetic differentiation data how can they recruit 100 ?Not short. Still have about 10 quids worth (was worth a lot more) was very impressed by the action to remove the bod. But i fear the new ones are being misleading. Prioritising a p&d for the benefit of warrant holders at the expense of PIs. All imho. Trying to be cautionary and realistic rather than too negative. But. It may be different this time.

[uknighted] 30/9/2020 06:36

Stig, you say “No way....” “And if it is......”. All options covered then.

[the stigologist] 30/9/2020 06:32

Physiomics £200k contract with Astellas sellers of the No.1 Prostate Cancer drug Xtandi

No way will VAL201 be a $Billion drug.

And if it is buy co developers and beneficiary of free carried upside PYC

[jungmana] 30/9/2020 01:40

When there are billions of $ to be made from a cancer drug , drag your feet and you will miss out to a rival.To use a 200k physiomics contract as a yardstick is nonsense.

[the stigologist] 30/9/2020 00:08

Progressing discussions with Big Pharma can be very time consuming

Physiomics (PYC) started discussing a £200k contract with Astellas in Dec 2019 and only actually agreed it in late Summer 2020.

Imagine how long it is going to take to get a Big Pharma or Mid Cap Pharma to commit to spending what $20m? $40m ? $60m ? to fund VAL201 thru Phase II/III

I imagine the first thing the Big Pharma will say is

"hmm we don;t think you're well capitalised enough for us to risk our reputation partnering with you. Shore up your balance sheet so we know you'll be around in 5 years and then we'll talk"

[jungmana] 29/9/2020 23:31

Take note from the q&a:"The response rate for VAL201 in this trial is reported as 54.5%.""A number of major cancer drugs have been approved on the back of response rates of around 30%. We are therefore very encouraged that we have good early data for VAL201.""Phase 2 study..... such a trial may also include patients with different cancers where VAL201 might provide a benefit."VAL201 :"We now intend to progress discussions with selected contacts."

[jungmana] 29/9/2020 23:20

The q & a released today is a must read for all invested here. This tiddler has a bright future imo

[jungmana] 29/9/2020 23:17

The q & a released today is a must read for all invested here. This tiddler has a bright future imo

[the stigologist] 29/9/2020 22:53

I'll post where I like thanks Nobby.

[nobbygnome] 29/9/2020 22:20

>> Fenton

Yes what I have left is a completely free carry plus a chunk of cash so no worry from me about the price turbulence. I have tried to trade it in the last couple of days with mixed success...

[notknowing] 29/9/2020 21:51

Back to 60p is what the chart is telling me.