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In its 2018 program of work with Merck, Physiomics believes it has developed genuinely ground-breaking predictive models that will add significant value to drug development programmes. The two companies have provisionally agreed that they will aim to publish selected elements of their work at one or more major conferences in 2019. Dr Jim Millen, CEO of Physiomics, said: "We are now entering the eighth year of our relationship with Merck, during which time we have provided a range of pre-clinical and clinical predictive modelling services using our Virtual Tumour technology. We remain immensely proud to be working with one of the world's foremost pharmaceutical companies, in an area as important and rapidly growing as oncology. We look forward to this collaboration continuing."
"Merck will be big news for PYC..."
Is a post from 8 Apr '18 on this board. People should go dig the archive to see what people have been saying and what's actually materialised here.
Merck KGaA is a major player. It is perhaps testament to our product that PYC has been a consistent customer/client for many years and Virtual Tumor has attracted increased their spending with us over those years. In the December RNS Millen said that we were engaged with them on a number of their key clinical programs. Apparently this area is being seen as increasingly important in general to PYC. See the 10th of May Trading update. PYC is looking to move from pre-clinical work to more high value clinical projects. Couple this with the commercial partnership/business projects and growth looks good.
It seems to me then that this relationship will run and run and be increasingly valuable. Not only that but with other business contracts now being named (which wasn't always the case) our credence is growing and so is our revenue. Good times coming I think. Finally I'm really looking forward to reading the year end trading update - hopefully in July.
"Key partner" what a load of rubbish. They're a tiny contractor for Merck.
More Merck deals coming As per Dec 2021 RNS
Merck have annualy increased their business with PYC and we are now a key partner for them as prove by the Dec 2021 RNS
MAR 2022 | DARMSTADT, GERMANY
Fiscal 2021
Group sales rise by 12.3% to € 19.7 billion; EBITDA pre up 17.3% to € 6.1 billion; EBITDA pre margin increases to 31.0%
Greater investments in high-growth businesses; net financial debt significantly lower
Earnings per share pre of € 8.72; proposed dividend rises by € 0.45 to all-time high of € 1.85
To Investor1978 message
“BT7480 was our 1st collaboration with them...and should produce royalties going foward”
Would be very beneficial to PYC to receive royalties, but I do not recall from any RNS of royalties being paid out from Bicycle to PYC, enlighten me if I’m wrong.
Yes, but since which we've now become integral to many of their drug pipeline as per May 2021 RNS
I believe that BT1718 was the first project worked on from Bicycle?
https://www.bicycletherapeutics.com/programs/
JM said in a previous video that PYC had or are helping in all of Bicycles BT targets.
Additionally, Bicycle has developed a pharmacokinetic/pharmacodynamic (PK/PD) modelling framework intended to predict preclinical biomarker level and tumor growth inhibition in response to changes in the BT7480 dose and dosing schedule. Bicycle found that plasma and tumor drug concentration levels may be associated with tumor growth inhibition.
BT7480 was our 1st collaboration with them...and should produce royalties going foward
We also are moving our Bicycle TICA™? programs forward, including BT7480, which entered the clinic in the fourth quarter of 2021
March 1, 2022 at 7:00 AM EST
PDF Version
- Continued clinical progress across pipeline of Bicycle Toxin Conjugates®? (BTCs) and Bicycle tumor-targeted immune cell agonists (Bicycle TICAs)
- Cash of $438.7 million at December 31, 2021 expected to provide financial runway through 2024
Our original deal from 2018/19 was just BT7480 but reckon we are now involved in all such as the recent BT8009 above
Bicycle Therapeutics (NASDAQ: BCYC) is a clinical-stage biopharmaceutical company developing a novel class of medicines, referred to as Bicycles, for diseases that are underserved by existing therapeutics. Bicycles are fully synthetic short peptides constrained with small molecule scaffolds to form two loops that stabilize their structural geometry. This constraint facilitates target binding with high affinity and selectivity, making Bicycles attractive candidates for drug development. Bicycle is evaluating BT5528, a second-generation Bicycle Toxin Conjugate (BTC™?) targeting EphA2; BT8009, a second-generation BTC targeting Nectin-4, a well-validated tumor antigen; and BT7480, a Bicycle TICA™? targeting Nectin-4 and agonizing CD137, in company-sponsored Phase I/II trials. In addition, BT1718, a BTC that targets MT1-MMP, is being investigated in an ongoing Phase I/IIa clinical trial sponsored by the Cancer Research UK Centre for Drug Development. Bicycle is headquartered in Cambridge, UK, with many key functions and members of its leadership team located in Lexington, Massachusetts
Completed over next 6mths...that means completed by Dec 2022
We have a high chance that we worked in this
21 May 2021
Physiomics plc
("Physiomics") or ("the Company")
Contract awards
Physiomics plc (AIM: PYC), the consultancy using mathematical models to support the development of drug treatment regimens and personalised medicine solutions, is pleased to announce that it has been awarded two further contracts by existing client Bicycle Therapeutics ("Bicycle") that it expects to be completed over the next six months. These projects relate to two of Bicycle's lead clinical assets and build on earlier work completed by Physiomics on these assets.
Physiomics CEO, Dr Jim Millen, commented: "We are delighted that Bicycle continues to commission new projects with us and believe that it demonstrates the strength and depth of the relationship we have developed with this key client."
on 21 February 2022, the Company announced it successfully completed the integration of its first personalised dosing tool for docetaxel in prostate cancer into the DoseMeRx software platform owned by US corporation Tabula Rasa Healthcare Inc ("TRHC"). TRHC recently announced that it intends to sell its DoseMeRx business, however, Physiomics continues to work with DoseMeRx during the sale process and looks forward to further developing the collaboration with DoseMeRx's new owners as and when the transaction is completed. In the meantime, following positive feedback on the initial integration, Physiomics and DoseMeRx are exploring further development of the personalised dosing tool in other cancer indications where the two companies believe there may be more significant commercial potential.
Jim Millen (CEO ) Joined in 2016 with 15yrs experience across blue chip globals and smaller UK companies. Previously had a Business Development role at Glax
Clients include :
Sareum (AIM listed)
Valirax (AIM listed)
Cellcentric
Merck
Numab (Swiss pharma)
Astella (Japanese multinational)
Cellcentric
Bicycle ( $500mln NASDAQ)
Tabula Rasa Healthcare ( $1.4 bln NASDAQ)
New Boston (USA) company March 2022 who have just raised $45mln
Servier France HQ global company with €3bln revenues
pleased to announce that it has signed new agreements with existing client, Merck KGaA ("Merck"), with an aggregate value of £300,000. These projects are expected to be completed over the course of the next six months and will span a range of drug targets and treatment types in both pre-clinical and clinical settings with a particular focus on DNA damage and repair ("DDR") agents.
As has been the case in 2021, the board of Physiomics (the "Board") expects further contracts to be signed with Merck over the course of 2022.
Dr Jim Millen, CEO of Physiomics, said: "We're delighted that we continue to have a strong relationship with Merck and that our predictive modelling capabilities are, we believe, proving highly useful in the design of a number of their key clinical programs. In our view, there is no other company with Physiomics' experience in the field of DDR modelling and with every new project we further develop our capabilities in this field. These contracts provide a great platform for our work with Merck in 2022 and we expect further projects to be signed over the course of the full year."
Yes keeping an eye on that sale, no whispers found anywhere of who could be buying DoseMeRX.
And for clarity and so no mis-information can be spread, probably Monday, there will will 2 x 90k ish trades go thru very close together. They will look like sells, they are indeed my B&I which will be added to my pot of over 900k shares, just in case any of the usual protagonists mis -read the trade data & try and spin it a different way.
There was a signed letter of intent for the sale but looks like it's still under some NDA...