The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
I for one am confident the deals are coming, its all pointing to that in the various RNS's.. Happy to hold over 1% of the company now !
Thanks Trumpton
I can see that PYC clients are very diverse and growing over the last 2yrs , I am invested in SCLP and I cannot believe PYC only valued at 6 million given what they can offer
If it is someone like GlaxoSmithKline that would be a real breakthrough
Thanks for replying
Well the CEO and major holder Zahid Ali both have worked at GSK !!
My husband is in the health care industry and there is a huge impetus to make up for lost time due to covid in terms of oncology, drug trial recruitment and drug development,
Many in the industry are realising that they don't need to be as archaic as they have been for the last few decades , and the 18mth turnaround in creating a covid vaccine plus the negative impact covid has had on drug trials and development has highlighted the way the industry needs to move forward. The Uk and USA particularly have committed to tackling Cancer once and for all
I have therefore become interested
in several UK bio tech/A.I /oncology stocks
I have taken a first small buy today after reading the last few pieces of news
Does anyone know who the large contract may be with ?
Thanks
About to break ? NT @ 5p
top end of bollinger band ,game on IF it breaks above 5.20
This is the 3rd appointment in the last 9 months or so. Considering the length of time some appointments can take this shows a definite focus on recruitment. There's much more of a sense of purpose recently. The August appointment of Hayley Close as head of business development was, for me, an important step and she seems to be having the desired effect on our pipeline. Maybe PYC's time is about to come. This could move quite quickly but not as a spike but in a sustained way. Mind you I did quite nicely in the previous spike but now I want sustained growth.
Lovely... Why expand the team if we werent expecting big growth ?
His details already on Pyc site, has 7 years experience.
https://www.physiomics.co.uk/about/team/
Quite a few appointments in the last 9 months.
#Val deal allegedly due June 2022.
RNS…https://www.lse.co.uk/rns/PYC/physiomics-expands-technical-team-h1l32wy11dsuxxq.html
40k buy limits yesterday at the close.. due explosive move
Should go well today NT 5p at the close yesterday large bid again.. news on big pharma could drop any day ??
Are we getting closer to the "Large Pharma" contract mooted about a few months ago? Discussions have been going on at that time for over 12 months, we must be in 15mth area now. JM does say that "if" it comes off, it could be like another "Merck" ie repeat business and on several fronts.
Still awaiting confirmation om who is going to buy DosemeRx from TRHC, JM says that whatever happens there, he believes it will have no negative affect om PYC and their relationship.
The NIHR prostate cancer decision tool trial i believe will have been completed at the end of April 2022, so a update on that trial should be forthcoming,
Like a few i am perplexed with the share options RNS last week. There was a RNS in March 21 about options at 7.55. Last week the options were priced at 4.38.
Yesterday we had a nice 13% rise, in part by someone buying £12k worth. that is the biggest buy sine the 500k trade around 4p . Are these buyer(s) looking at value, technical's or long term? £12k seems too much for a "punt" to me.
Looking better guys, hoping the large pharmaceutical contract is going to be added to the list !
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
Good volume here today could some know the Val news is due !
Can you elaborate? Your post is confusing...
Mr.Millen very close to delivering the ‘ Motherload’Rns imho.All over The ‘Drill’ who can’t post on here but persists in its puerile relentless and embittered mission in The Sad Cafe aka Ad—vn lol.What a waste off an existence.
Just read the RNS’s work it out….Q: Please say a few words on the current pipeline?
The pipeline is genuinely the strongest it’s ever been. For the first time, we’ve really been able to quantify that by disclosing that we have contracted revenue of over £460,000 for this half that we’re in now. We’ve never been able to say that before. We’ve never had that degree of visibility for the next five months. And obviously that’s just the revenues that we have signed up at this point in time.
Above these contracted revenues in the pyramid of Business Development we have a number of contracts that are in discussion, one of which is with another big pharma Company. If we can clinch that one, that is another very exciting opportunity and could be a big step forward for the Company. But it’s not the only opportunity. We now have a more rigorous process for categorising the different opportunities thanks to our new BD lead. While this isn’t something that I can explain in a few words, I can assure you that at every stage within that BD funnel we now looking stronger than I think we ever have done before.
When you say something cooking behind the scenes. Good or bad?
Something definately cooking behind the scenes. MMS will take 500k... Today options RNS... Added a few more today while its been quite :-)
They will take 500k+ shares, 5 x the normal so something brewing for sure ! Thats on a very quiet time on AIM !
Agree with rightback. Options before a rise i would say .
Good luck everyone.
Exactly this ! We all know how these things work !
Share price almost 50% down over last 12 months.
Options available at about 10% more than current share price.
Not really incentivising employees - more like rewarding failure!
Good news coming soon then.