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A very odd first post on here
And wrong on every point
How can there be more dilution when they've clearly stated they have enough cash for 2-3yrs
I would refer back to previous RNS
The company pays more on wages than it does for the cash for contracts. This has always been non-profit making. Despite these contracts won, it does not transfer to profits. This is essentially a charity funding by the gullible who buy their confetti. More and more funding to keep this going. Sooner or later shareholders must say no more cash. Then its curtains.
The contracts it wins does not cover salaries. This business just keeps a few boffins in work and is not a viable company in the real world without the kindness (or stupidity) of Pi to keep throwing money at it.
There is no real business here. Its a charity. No returns from this outfit. It all one way. From Pi to the Bosses and a workers who play on computers. No matter how many contracts it wins the boffins can only do so much.
History of dilutions and more are planned. Why buy these shares? Its a strong sell....
To where we were pre last RNS. huff.
One of the plus points rarely mentioned is that although we have increased our cost base by recent hirings decisions our actual cost base is largely fixed - we do not need to purchase any raw materials or need extra production space beyond those actual hirings. We seem to be getting contracts, which although not massive, will inevitably start to feed into the bottom line.
Should either the DoseMeRex and/or the Portsmouth Trial come to fruition then these more commercial ventures could add directly to profits.
Some weird prices going thru yesterday. Some bang on mid price, and some below mid, that look liked sells, but probably buys?
This last few days since results.....you would expect PYC to be almost a safe haven in these times given the healthy cash, pipeline and growth in revenues
And the fact that we have excellent finances and outlook..( the amount of discounted fund raises evert day proves what a fantastic position PYC is in with 2-3yrs of cash runway and record revenues and growth
Company is pleased to have bounced back to its highest ever level of total income for the year ended 30 June 2022 and sees opportunities for the current financial year in both its core consulting business and in personalised oncology. The global oncology pharmaceuticals market is anticipated to continue to grow strongly at around 11.6% per annum through 2027[1] with the biosimulation technology market (all therapy areas) predicted to grow even more strongly at 13% per annum through to 2030[2].
Hi Siennaj, 2 recent October RNS's were both new contracts - 1 with a new lead customer, CRUK and 1 repeat contract with Numad. They seem to find us credible, not to sure your point?
Thus excellent post from Kinghomer was probably lost in amongst the other posts, I have just posted it as it makes some good point
What i take from this is that the technology and standard of work are becoming highly regarded and with a Direct Contract with CRUK says its all really as this work could have been organised directly with Aleta Bio...
CRUK have asked PYC for their speciality and support.
Aleta signed a deal with CRUK in June 2021 whereby upon successful Trials CRUK would fund and develop with any future revenue, milestone and royalties split between them.
CRUK wouldn't give us a contract if it wasn't in the best interest for all parties and also shows that PYC are clearly the best in the field at this..,
This company has lost credibility and these recent rns announcements prove there is little interest here at the moment.
https://twitter.com/Physiomics/status/1577252871753457664?s=20&t=dgAerx2-Z9j3hCDqZqEnjw tweeted this news on 4th October.
who ever missed that rise have a second bite of the cherry,with contract wins ,gradually this imho is going to double digits
Conference attendance
Physiomics to attend BioEurope
Physiomics plc (AIM: PYC), a provider of technology-based solutions to predict the effects of treatment regimens for cancer and other therapeutic drugs for the biopharma industry, is pleased to announce that it is attending the #BIOEurope conference in person in Leipzig, Germany on 24-26 October 2022.
BIOEurope is one of the world's premier biotech partnering conferences and is expected to host over 4,000 executives from over 2,200 companies at this year's event.
Physiomics Head of Business Development, Hayley Close, will be attending the conference to meet with prospective clients, in particular those with assets between late discovery and early clinical development
Our Mission
Aleta’s mission is to create cell therapeutics that provide robust and durable clinical benefit for patients suffering from advanced hematologic cancers and refractory solid tumors. Aleta’s CAR-T Engager technology incorporates potent multi-antigen targeting, optimal T cell fitness, and persistence to aggressively attack cancers. We use this technology to build programs that solve specific clinical issues, including cell therapy relapses due to antigen loss and the challenge of overcoming solid tumor heterogeneity. Our lead development program has won landmark clinical support from Cancer Research UK and will enter Phase1/2 trials in 2022
Thanks Kidlington. Hope you get rewarded for your patience .
I do not agree with many things you say here or over there, however its good to have a contrarian view on things. You were good enough to offer your apologies if you thought what you typed wrong about the 2 RNS's.
So i apologies for saying you were wrong, i should have double/triple checked the details before taking umbridge.
JM has some serious questions to answer over the wording of the RNS's and the specific word "Directly"
I am not rubbishing the RNS yesterday, and everything that King Homer said in their first class post rings true.
& DT i know you are reading, please try and get my name right if you are commenting over there. Tar.
Oh and by the way Riddler I was going to let this go but lets just remind everyone again
8th of July 2019 rns
'Dr Jim Millen, CEO said: “We are very pleased to be working on this second project with Bicycle Therapeutics and to be working for the ***first time directly with Cancer Research UK, the UK’s leading cancer research charity.”***
Today's rns
'Dr Jim Millen, CEO said: "We are delighted to be working with Cancer Research UK, the world's leading cancer charity. Although we have previously worked with clients whose early clinical trials are sponsored by Cancer Research UK's Centre for Drug Development, this project marks the ***first occasion on which Physiomics has worked directly with Cancer Research UK."***
And btw I got out of KEFI with a profit ages ago and everything invested in BIDS is all profit from BIDS. So erm, yeah.
Nice one, wondered when you'd jump in rids. I know why you've made that post and I'd be worried too.
this project marks the first occasion on which Physiomics has worked directly with Cancer Research UK
Having looked at some posts from share4 it looks like they should worry more about the highly dillutive placing at BIDS and KEFI
Might be an idea to ask the company to clarifiy it, so that no-one is left guessing.
I guess the 2019 RNS means they worked with CRUK via Bicycle as the lead. Today's RNS means CRUK are the lead part of the contract.
However, as you point out, the word "directly" is mentioned in both RNS's which is confusing.
"We are very pleased to be working on this second project with Bicycle Therapeutics and to be working for the first time directly with Cancer Research UK"
July 2019
" this project marks the first occasion on which Physiomics has worked directly with Cancer Research UK."
October 2022
Not sure why this is due to semantics. An error in the July 2019 RNS maybe, but that's not my fault.
I guess its semantics S4?
JM said today "Dr Jim Millen, CEO said: "We are delighted to be working with Cancer Research UK, the world's leading cancer charity. Although we have previously worked with clients whose early clinical trials are sponsored by Cancer Research UK's Centre for Drug Development, this project marks the first occasion on which Physiomics has worked directly with Cancer Research UK."
:"We are very pleased to be working on this second project with Bicycle Therapeutics and to be working for the first time directly with Cancer Research UK"