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Laura I don't think we need to be speculative. PYC is undervalued but the market is where it is at present ( poised to breakout ) . Let's wait for the next contract win and update either one of which is likely to be very soon. The Board are clearly aware as never before of the need to keep shareholders in the loop and the importance of news flow. The expansion of their corporate objectives is really good news and once factored in will undoubtedly see a rerate of the share price. Many of us have waited a long time for the company to mature. It is now fast approaching that point and I have no doubt that the current CEO will endeavour to manage significant growth in the short to medium term. It's good to see more interest in the shares of late. That said I do agree with your assertion that a successful outcome to a Dosing App would be a massive bonus that could well present further opportunities. What is abundantly clear is that the Board appreciate market perception and trust need to be better understood and restored and are.
That s an error ..up 100% over last 2 days
Sorry
Acceptance from NICE for one of their technology tests via RNS yesterday
Shows what could happen with our precision dosing app
Ant
I have only just noticed that this 50% increase In pipeline is excluding biostatistics work ....(Pete said in results there will be an update before June)
Company's pipeline of potential new business now stands at over £1.5m (not risk weighted and EXCLUDING Biostatistics), counting only opportunities where a specific project has been discussed with a client
Yes Ant
On HL its nearly impossible to buy ..even last week it was difficult to get q quote for more than £3000
Today there's nothing (although HL can be a bit erratic)
DeBull You are quite right of course, but buying is not that easy at present. Try a buy or two yourself just to check the market.
To follow on fro others,really good posts Ant
Yesterday there was already more buys than sells before the flurry,same the day before when alot of buys shown as sells at 1.27p (been going on on weeks)
Yesterday
The buys were often round numbers and within 2 -5 minutes of each other ...not sure ìf this was to break down one trade or just coincidence or maybe of was difficult to buy them + in one go ?
Https://invst.ly/149bbu
Buyers moved in y'day ,looking to close above 1.35 -1.40 ,poss rise to the 50 ema on the weekly c 1.85
Great post this ANT
Ant, nice paragraph there.
Have you migrated here from elsewhere?
Am i right in thinking you may have some historical ties with the stock?
The drop yesterday was i think in part after a few days of selling. I did not see any B&I swaps going through, normally you can match largish trades, discounting a few shares per trade with a B&I.
We then had over 15 buys ranging from a few hundred to over 1 thousand £'s all very much needed, However, seeing trades of 250k+ is what is required.
AACR Annual meeting is in San Diego 5th to 10th April, i wonder if PYC will attend, or submit abstract?
Hi I've been sold on the technology for years Laura. Systems Biology/Physiomics was in its infancy over 20 years ago. Laura, The main reason its adoption has been so slow ( not just limited to PYC ) is that tried and tested animal models have always ( up until quite recently) been the only way to steer a passage through the well charted waters ( procedural requirements) of The FDA , MRHA et al. During this time we have witnessed all else in computers including and not limited to drug discovery and rational drug design.
I believe that the new CEO is a force for good, he appears to display much needed enthusiasm something that has been lacking in his predecessors . The original aim was to create working tools/models, for the deliverance of Personalised Medicine and dosing regimes. It looks as though (Not before time) this will now become a reality. Lets hope so The market sector presents a uniquely massive opportunity to successful participants.
As with everything associated with drug development and discovery it takes time to garner support and acceptance for new technologies. Over a 100 projects later and we are beginning to see the kind of peer group acceptance of PYC's tech. It can only be for the good It speaks volumes to me!
Evening Ant
Yes. ,now it is proven technology and more and more clients are using PYC thru should no longer just benefit from the service contract but should negotiate some royalties in conjunction with the client . The time and cost saved by using OUC should be reflected in add- ons In my view
Company's Virtual Tumour? technology uses computer modelling to predict the effects of cancer drugs and treatments to improve the success rate of drug discovery and development projects while reducing time and cost. The predictive capability of Physiomics' technologies has been confirmed by over 100 projects
It will only happen as traction and confidence in their technology grows and the need to use it to comply with regulatory requirements . There after it will the subject of their negotiating skills which are currently under the microscope and far from the best tool in their portfolio! Just my opinion but hopefully their confidence to put in deal making clauses will increase away from a lets do a deal at all costs mentality. They are saving bio's and small pharma cos significant amounts of expenditure in areas where attrition is greatest. Its looking good and long overdue!
Hi ants
I also asked that question regarding royalty sharing as that woukd be logical next step now we've helped Merck,Ankara and Bicycle accelerate and navigate navigate quickly through the phases and trials
Got to say I think his presentation was very good. I believe he's genuinely capable of taking PYC into profit and look forward to the development of Biostats and Personalised Medicine. The latter was always something that was clearly within their remit but has taken a long time to gain any form of traction. The rise in Regulatory requirements ( long overdue ) for non animal thus computer based modelling presents some very significant opportunities for the company. I believe 2024 will be a watershed in their development and subsequent success. Looking for innovative routes to royalty sharing should also be advanced. As always good luck!
Not surprised as the project revenues (£900k to 950k) is over 50% of the current cap and the pipeline having increased by 50% to £1.5mln is almost the same as today's market cap
From the latest interim RNS
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
Yes Pete has been impressive in each of presentations and I agree,we've had far more buys today
It's the last day of Bed and ISA so maybe that's a factor ?
Giving an opinion on a company isn't provocation.
Ok Laura. Looks like Pete Sargent is putting in some good building blocks for the future. Hopefully we will get some traction soon. Not sure why we are down today.
Thankyou claret
Strange how these people get a kick out of being unpleasant..not sure why LSE allows it across all the platform
How are you doing claret
Laura. No point rising to provacation. We will have our day in the sun over next 6 months.
My instinct is telling me that they will take back Fernando Ortega (who was their senior PK/PD Modeller for several years ) for this role.
He had involvement with Dr Hitesh Mistry on a number of projects.
I think he left as his potential wasn’t being used as it should, now with this position he could be enticed back.
These are just my way of thinking, as usual I could be entirely wrong.
Small cap that
1 has increased revenues compared to the same period last year
2 cut losses
3 increased pipeline by 50%
4 increased clients
5 new CEO with vast experience in a particular field
Certainly not CPX that you were pumping in Nov and Dec 2023 and March 2024 despite it being down 95% and suspended
You still haven't said what happened to CPX ?
Currently suspended too after your latest pump
Kept afloat by issuing of shares. Comes a point when no one will buy them and it is the end. That point is closer and closer. All these contracts they win are just enough to pay part wages. It is never going to be profitable. It cant last much longer.