Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Many on here said they would subscribe to a placing when the SP was at 25p ... and now it is at 14p and still nothing !!!!
Do they have a plan which does not consider shareholder value ?? ... for instance moving compounds and jobs to a new company, looking after themselves but not the shareholders ??
Have to say I am imagining dodgy dealings behind the scenes which are solely aimed at the BOD looking after themselves
Hope I am wrong !
Ýeah Truro
Another really impressive overview by Peter
Only caught up to the presentation today. Very impressed by the way Peter Sargent is working ON the business. There seems to be a real improvement in the structure and oversight. Bodes very well for the future - particularly the two newer parts that are yet to produce revenue. Good times ahead I think!
Apologies
2/3
All 3 small trades were buys too yesterday
Because at the time it was made (and reporting delayed) it was 1.21 sell and 1.27p buy
Are you referring to the 600k trade? How do we know it was a buy?
Could it be Peter has dipped his hands in his pockets?
This month the Physiomics team attended the 14th Annual World ADC Event in London on 13th and 14th of March 2024, Europe’s definitive Antibody-Drug Conjugate meeting, attended by 600+ experts from the field. It was a great event to meet with leaders of the field and learn about the trends and lessons in this exciting and growing industry. In particular to discuss where quantitative pharmacology and PK/PD modelling expertise can help to inform and de-risk development, in areas such as;
Discovery:
Model impact of ADC design, including properties such as binding affinity to target, payload release rate, elimination rate, half-life, DAR etc. on payload delivery to the tumour, to inform selection of your lead candidate
Pre-clinical/Translation:
Predict human PK & PD to select FIH dose and understand optimal dose range in the clinic
Clinical development;
Understand exposure-response relationships in both safety and efficacy for all components of the ADC (total antibody, ADC, free payload)
Alter dosing schedule to reduce toxicity
Define dosing strategies for specific patient populations or sub-groups
For more information on the clinical pharmacology considerations for development of ADC’s, see the Guidance for Industry issued by the FDA’s Center for Drug Evaluation and Research or discuss with the team at Physiomics!
Largest buy for a while
Great Post Ant
DeBull you are correct the contract was with Bayer Technology Services a spin out of Bayer AG. There is an increasing number of companies now looking for PK and PD data which bodes well for PYC. I see a few more buys today perhaps we are in for a re rate now long overdue!
Looking back through search engine, they partnered in 2004 / 2005
https://www.physiomics.co.uk/physiomics-and-bayer-launch-a-new-service/
To my knowledge I've never seen Bayer officially mentioned
About Physiomics
Physiomics plc combines cutting edge PKPD and QSP modelling and data science techniques, along with deep biology expertise, to help biotech and pharma companies streamline their drug development journeys.
Our approach is to derive insight from all relevant data in order to de-risk decision making and optimise design research across discovery, pre-clinical and clinical studies.
Through use of bespoke models and our proprietary Virtual Tumour technology, the Physiomics team has informed the development of over 100 commercial projects, over 50 targets and 75 drugs. Clients include Merck KGaA, Astellas, Bicycle Therapeutics, Numab Therapeutics & CRUK
Https://www.bayer.com/en/us/news-stories/fda-breakthrough-therapy-designation#:~:text=Berlin%2C%20Germany%2C%20February%2026%2C,tumors%20have%20activating%20HER2%20(ERBB2)
https://twitter.com/Bayer/status/1762054925838606679
Yesterday, Physiomics reposted ( retweeted) a post from Bayer. The Bayer post was sent out om X on the 26th Feb 2024.
In the post, about pipeline and FDA granting Tyrosine Kinase inhibitor for non small cell lung cancer.
I have not followed Physiomics for as long as some here. Have PYC worked with Bayer in the past? Was it anything to do with the TK inhibitor? Just found it intriguing that out of nowhere, PYC repost Bayer, which i also think is a first?
Thanks Trench....very recent as written 18th March
With the US government’s unveiling of the Precision Medicine Initiative in 2015 and investing $215 million in the National Institutes of Health (NIH)’s 2016 budget—with an additional $54 million announced in 2023—precision medicine is now seen as a healthcare approach for both the present and the future, particularly with the explosion of personalized care delivery.
Good article issued recently by PYC partner DosemeRx on the future of Precision Medicine
https://www.pharmexec.com/view/precision-medicine-investments-and-outcomes-expected
Peter Sargent mentioned that there were 'some exciting developments around the Doseme partnership' and Jim commented in this regard to 'watch this space' Makes for an interesting update in due course
Record 1st half revenues ever
Losses down and breakeven due
Pipeline up 50% to £1.5mln
The Directors are pleased that the Company is on track to meet expectations, which, if achieved, would mean a significant increase in total income compared with the financial year ended 30 June 2023.
Ilovesushi
You went silent on CPX at 2p in Decemeber
You then returned to CPX last week after a 95% fall
Cpx has lost money for 20yrs
Buzz off
Its an unprofitable company that will always be unprofitable. Its closer to a charity. You keep giving it money to stay afloat so that it can supposedly help other companies may some sort of meds. You buy these shares because you want to do good. Never to make money. This is a company that takes your money and gives nothing back. It will not be long before it is more dilution that keeps the gravy train running so that those in the management can take wages. If your charity minded that is fine. This companies shares will continue to get lower and lower. It is not really a going concern without constant fundraises being successful.
Hey look Aberyswyth, this share falls all on it's own. No deramp required.
You must get over this obsession you have with me ;o)
Thats a must for me Trench
I tend to disregard disproportionate movements on small volumes. You have to remember that a lot of holders on AIM these days are very nervous and don't invest longer term
Be good to see Dr Peter Sargent buy a decent chunk of shares now the interim figures have been released. That would send out a positive message to the market
DeBull that is an interesting article
GCSF is a widely used and very expensive drug. JM mentions in one of his presentations that the tool PYC is working on developing is aimed at providing guidance to clinicians on the use of GCSF, as to when would be the right circumstances to use it and when not. This could potentially be valuable in terms of optimising the use of GCSF and potentially saving money and healthcare resources for payers
The Japanese company Kyowa Kirin’s product is a GCSF drug called GRAN. This works to ‘selectively increase the count of a type of white blood cell called neutrophil, as well as increase their functional efficacy. This enables a quick recovery from neutropenia occurring as a result of cancer chemotherapy ..’
I assume that the tool PYC are developing could provide a more accurate basis and more costs effective way of prescribing GCSF than is already in the market place