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.
Laura. Report just now on BBC radio 2 said an unknown company has used Artificial intelligence to detect parkins sons disease 7 years b4 spotted normally. Are Pyc in this area?
Across the whole market it is very tough despite the FTSE being at record highs ,most AIM companies I notice have discussion boards which are toxic and where the company have released very little positive news for 9mths +
Yet PYC have
1 produced a record H1 and cut losses
2 delivered nearly £1mln in signed orders since June
3 re engaged with DoseMeRx
4 gone from an undisclosed pipliene to £1mln to £1.5mln and...one assumes.. still growing
5 Continued to diversify clients
6 last 3 contracts the incrementally largest in their history
7 new CEO
as for share4,theyvhave spent 2yrs trolling here and own no shares on any stock seemingly
Sad
How to restore more confidence in PYC…
* More dialogue with shareholder
* Very clear coms in RNS (not leaving info out)
* Following up and updating pervious RNS
* Explain the short, medium and long term plan…route to market for products - it’s all ifs and maybes if any at all atm.
* increase social media engagements via increased followings
* keep website up to date - there is numerous errors all over it atm, for example the amount of contracts won differs and different pages.
* Respond to shareholder
* Update on Recruitment
* Publish Hiracharcy Structure to allow all shareholders, stakeholders etc understand whom does what in the organisation
* BOD buying shares obviously
* More to investor presentation to new and potential shareholders on larger platforms
Thanks for the discussion and good luck to LTH
Strange that the RNS has not showed, possibly because its "reach RNS"?
Some good discussion between Trench and Share yesterday.
King, i agree, there is zero confidence here and as others will say, across AIM altogether.
When you say it needs to be restored, is that market wide or PYC side? How would you restore confidence in PYC?
Started: Ilovesushi, 17 Jun 2024 09:07
Last post: TRENCH123, 17 Jun 2024 18:52
Share 4 - I note your comments and agree it is, to some extent, a calculated gamble
King H - I think confidence in AIM generally is at an all time low, affecting all companies to a greater or lesser extent. I 100% agree with your comments on investor confidence here -it has been lacking for a few years now and it has got to be a top priority for Pete Sargent. The Directors could help steady the share price if they had the balls to invest rather than relying on granting themselves risk-free share options
Trench, I understand your position is as a long term investor, but with any company of this size and cash position LTH are at risk of a delisting and the company going private.
I’ll say it again for the million time….the market has zero confidence and this needs to be restored…
As a long term holder I am not too interested in short-term cash flows but more interested in future business prospects and IMHO these are looking rather good based on recent news flow and anticipated news
Cash raises here over the years have been comparatively infrequent and the last one was targeted for growth. This raise
may just be showing signs of being a wise move
Anyone done the maths on the current cash position?
Started: TRENCH123, 17 Jun 2024 13:27
Last post: TRENCH123, 17 Jun 2024 13:27
Suspect a few people are unaware of the decent Dosemerx RNS update issued last week. Not sure why it has not been picked up by LSE. It is not the first time this has happened
Started: Siennaj, 17 Jun 2024 01:17
Last post: Siennaj, 17 Jun 2024 12:12
Trench. Thanks for that.
With reference to the Personalised Dosing Tool Development the website refers to :-
AI & Machine Learning : Applied AI techniques such as neural networks and other machine learning approaches to identify key factors linking dose, toxicity and efficacy
Been browsing this morning around company's website.
Can anyone direct me to the A I part please?
Started: Laura2022, 17 Jun 2024 07:05
Last post: Laura2022, 17 Jun 2024 07:05
PYC she partners and Inaphaea were at the recent biontech conference that PYC attended
London, UK - ValiRx Plc (AIM: VAL), a life science company focusing on early-stage cancer therapeutics and women's health, provides the following update from its wholly owned subsidiary Inaphaea BioLabs Limited ("Inaphaea").
Inaphaea is pleased to confirm the execution of a revenue-bearing contract for the provision of Patient Derived Cell ("PDC") based services with a new client; a US-based biotech company. The contract is a multi-stage project and encompasses analysis and provision of RNA data, acquired as part of the scientific package from Imagen Therapeutics, in
Started: Laura2022, 16 Jun 2024 19:07
Last post: Laura2022, 16 Jun 2024 19:08
PYC should be vast multiples of where we are now
https://www.fiercehealthcare.com/health-tech/tempus-ai-shares-jump-15-stock-market-debut-ipo-priced-over-6b-valuation
Tempus AI shares jump 15% in stock market debut as IPO priced at over $6B valuation
By Heather LandiJun 14, 2024 1:00pm
Tempus initial public offering Precision Medicine Artificial Intelligence
Share
In its Securities and Exchange Commission filing, Tempus AI said it aims to "unlock the power of precision medicine by creating Intelligent Diagnostics through the practical application of artificial intelligence in healthcare." (monsitj/GettyImages)
Tempus AI, a precision medicine company that, as its name implies, uses artificial intelligence to process medical data, popped in its stock market debut Friday, with shares jumping 15%.
Started: KingHomerJ, 14 Jun 2024 11:07
Last post: Siennaj, 15 Jun 2024 14:07
Trench. I agree. I've been topping up this week because I think with the AI contract and other deals pyc are doing this company is grossly undervalued. I think it's time the PR machine got its act together and start promoting this company. The current market cap is crazy when you look at the contract wins and earnings Laura keeps on highlighting. GLA
Feel we are nearing an inflection point. Exciting times ahead
Options under consideration include creation of a dedicated business unit, creation of a wholly owned subsidiary or a joint venture with a party with complementary technology/ capabilities. As further progress is made towards one of these, further updates will be provided accordingly
2nd half of 2024 should be good, with this JV and also bio statistics division. Interesting is that PYC are contemplating a spin off business (NASDAQ?)
nitially on a research basis, to selected US clients. It is expected that the software will be made available in the second half of 2024. T
Great news is this. Its been an age waiting for this update. However, to say the market is tepid in viewing this news is a understatement. I think the MM saw the news, marked the price up, and no one bought. Only 8 trades through the day and all sells??
I cant add anymore than what Laura and others have already added, the post on Telegram illustrated a great pathway. Lets hope that Ant is correct with their optimistic shout of a BU very soon.
Started: TRENCH123, 14 Jun 2024 15:56
Last post: TRENCH123, 14 Jun 2024 15:56
It has been a very positive seven days for PYC with two excellent large contracts and an update reference the DosemeRx partnership which suggests that a commercial deal is quite likely. Feeling much happier now
Started: AmyStake, 14 Jun 2024 10:56
Last post: ant15, 14 Jun 2024 13:01
I'm tempted to suggest we might get a business update next week lets wait and see!
The potential is multiples and multiples of 2p over time with more comms, updates and contracts. Never know some Directors buys may appear....???
Maybe get back above 2p next week
Started: Hopist, 14 Jun 2024 12:12
Last post: Hopist, 14 Jun 2024 12:12
Must have been a Buy late yesterday? As we opened higher than we closed yesterday....
And or the spread I guess....
Last post: Laura2022, 14 Jun 2024 12:02
They've outlined how this software has come about due to £350k of grant funding. Add in the man hours + data studies this is indeed looking like a potential standalone business with big potential which needs capital and probably a separate listing to fulfil its potential. Interesting also the owners of DoseMeRX are Private Equity so could actually play a part in funding such an initiative.
Started: Clarets, 14 Jun 2024 07:58
Last post: Laura2022, 14 Jun 2024 10:53
Fantastic market opportunities $$$
Anyone able to put a value on this going forward
Strong strong update…..research basis equals data.
DoseMe has 10,000’s or customers
Research equals data
Data equals value £££
That rns is just what we wanted to hear. Perhaps PS reads this board.
Started: Laura2022, 14 Jun 2024 08:05
Last post: Laura2022, 14 Jun 2024 08:06
2 contracts did indeed come as Pete said on 7th "high level of confidence "
Pete imho is transforming the pipeline and sharpening the focus which maybe JM had lost
Ant was spot on for 20th May post here
I think we will soon get notification of both contract sign offs, an update on the new BioStats Division and quite possibly an indication of successful outcomes from the conferences. As I have said previously PYC are in the right space at the right time Lets give PS a chance to prove himself rather than second guess, as at least one negative poster is hell bent on doing. News will soon propel the share price as with all AIM stocks and we are very undervalued irrespective recent announcements by the company. I am more than happy to defend their position and the Company's future which in my opinion if bright.
Started: TRENCH123, 14 Jun 2024 07:59
Last post: TRENCH123, 14 Jun 2024 07:59
Don't know this outfit, but it is showing PYC as a 'Strong Buy'
Started: StephenFryUp, 13 Jun 2024 09:24
Last post: KingHomerJ, 14 Jun 2024 07:43
De Bull,
Sorry should have made it more clear…I wasn’t referring to the contract RNS.
Was previous RNS’s which are hazy….or the promise of updates..
Staffing….
Dr Chis IP’s what are they…
I mean you could go back as far as saying there was never an update on the VAL scientific Board updates ???
Look we all want PYC to thrive and I’m sure I will…my point is the market needs confidence and I think that’s evident to see…
We all need to be supportive but constructive and realistic at the same time
We all do
And your answers to your questions on comments on contracts are there on the past 4mths
And yes, we qll want success but the strange behaviours and ignoring from several posters was very odd
King:
being devils advocate here.
How could a RNS be more informative? they can only put out the information agreed to between the 2 parties? Would be great to get a price and a name, but that rarely happens here?
Regular RNS's: They can only put out news when they can?
Again, update on projects, they can only update when they can? Yes, these are overdue, especially Doseme.
Director purchases is a bug bear of mine and 100% agree.
How do they do other investor presentations without IM?
Laura, i would guess that Ant does not want me to fight their battles on their behalf, but there could be a multitude of reasons as to why they have not commented? Going back thru history, i do not think Ant has commented on other PYC contracts etc.? ( willing to be proved wrong )
It was only a few weeks ago that the rapport between you 2 was glowing. There are a few posts where Ant's interpretation of your musings on all things PYC were highly praising. Even when Ant said they may have offended you, Ant apologised straight away. I do not understand the change in tack? Are we not all in this to hope PYC succeeds?
The lack of movement (As I've been saying for a while now) is the lack of confidence the market has in PYC.
The company need to resolve this....we could get another 3 contracts and we would still be under 2p....
The company in my view needs to......
* Be more informative on RNS
* More Regular RNS Updates
* Update on projects more - dosemerx / CRUK / Beyond Blood /
* Clarity on deals
* Directors Purchases
* Company presentations to investors (not investor meets company)
Started: KingHomerJ, 12 Jun 2024 16:29
Last post: KingHomerJ, 13 Jun 2024 08:17
Must be gutted
640k Sell today by the looks of it ….
Last post: Laura2022, 13 Jun 2024 08:17
He's a total liar
Started: Laura2022, 13 Jun 2024 08:10
Last post: Laura2022, 13 Jun 2024 08:10
I'm not getting any prices on HL
Started: Laura2022, 13 Jun 2024 07:01
Last post: Clarets, 13 Jun 2024 07:25
Great news. Hopefully get the biostatistics update before the end of June.
Dr Peter Sargent, CEO, commented: "After many months of discussion and negotiation with the client, I'm delighted that we can now start this substantial project. This win reflects the significant experience and expertise the Physiomics team has built up over the years, in particular around more complex modelling of combination therapies".
Largest ever single contract and now the last 3 contracts (£125k £170k and £186k) are much larger than the average for 2022-2023
Awarded a new contract by an existing, large client. The project involves the use of our proprietary Virtual Tumour platform to model the client's targeted oncology agents in combination with other modalities to help inform dose and scheduling decisions. The value of the contract is £186k and it is anticipated that it will be completed over the course of the current calendar year. This project and associated contract award is the second of the two referred to in the Company's trading update on 3 May 2024 and now means that the Company will be going into its next financial year ending 30 June 2025 with committed revenues of over £0.5m.
Started: KingHomerJ, 12 Jun 2024 18:16
Last post: DeBull, 13 Jun 2024 05:48
Some would ask, what does this all mean?
More than likely absolutely nothing. More like these scientist all move in the same circles?
My question would be, as DH is a employee of PYC is he doing this work in company time, or outside office hours? How and who would pay him? Indeed, would he get paid at all?
There was another paper published in 2023 with similar authors
https://jpet.aspetjournals.org/content/early/2023/06/22/jpet.122.001572
Reading on the text at the bottom - it’s actually AstraZeneca
Funding information
This work was funded through the Biotechnology and Biosciences Research Council (BBSRC) Industrial CASE studentship in collaboration with AstraZeneca (AZ), UK.
From that paper
CRediT authorship contribution statement
David Hodson: Writing – review & editing, Conceptualization, Data curation. Hitesh Mistry: Writing – review & editing, Conceptualization, Supervision. James Yates: Writing – review & editing, Supervision, Conceptualization. Sofia Guzzetti: Writing – review & editing, Supervision. Michael Davies: Writing – review & editing, Supervision. Leon Aarons: Writing – review & editing, Supervision, Methodology. Kayode Ogungbenro: Writing – review & editing, Supervision, Funding acquisition, Conceptualization.
Other people on that paper
Sofia Guzzetti's Associate Principal Scientist · AstraZeneca
Michael Davies Principal Scientist AstraZeneca
???
Started: TRENCH123, 12 Jun 2024 19:24
Last post: TRENCH123, 12 Jun 2024 19:24
Following the appointment of Dr Putcha in October 2023 JM commented ''We'll be providing a further update on our expansion into this field later this calendar year."
That deadline was missed. but in the interim accounts issued on 7th March 2024 there was the comment ''a further update will be provided to the market towards the end of the current financial year''
It is be hoped that the imminent update is well worth the wait
Last post: KingHomerJ, 12 Jun 2024 01:58
Quote
“Exscientia another AI drug discovery development company...slowly disappointing...fancy an 80% loss in 2 years ...investing in AI drug disocvery/development companies is not what its cracked up to be...”
Hitesh at it again.
https://x.com/hilseth_mistrov/status/1800553700127367324 This time having a snipe at Exscientia.
I do check in on Hitesh's tweets from time to time. He is clearly a very clever guy and quite influential and has his finger on the pulse of the latest developments in analysis, modelling etc. He has played a key part in the development of PYC in recent years and I feel it is important that he stays on in a consultancy role
I am not so sure it is necessarily a dig at PYC. I saw it more as a criticism of the over-reliance on AI in drug development as referred to in an earlier Exscientia post 'The AI hype in drug discovery/development may be cooling yet another one finding it harder than they thought' JM has mentioned previously in the IMC presentations that AI is useful but only part of any solution. One of PYC's great strengths is its ability to interpret oncology data based on their extensive specialist experience in this area
Yes, makes you wonder why he would do that? Maybe irked that he has been let go? Does not believe in what they are trying to accomplish? All very odd.
One thing that is striking to me is Hitesh narrated this webinar on Project Optimus. https://www.physiomics.co.uk/wp-content/uploads/2023/03/Mathematical-modelling-in-the-age-of-Project-Optimus-20230330_143359-Meeting-Recording.mp4
1 of the alleged leaders in the push for PO is Certara and Julie Bullock. Yet he is having a dig?
I get the impression he’s actually having a dig / referencing Pyc tbh especially with some of the previous messages
Started: TRENCH123, 11 Jun 2024 13:32
Last post: KingHomerJ, 11 Jun 2024 16:15
Interesting Paul Edward’s President & CEO of Dosemerx liking the tweets
When the company or any company reference projects are on hold 99% of the time it’s awaiting funding to progress.
PYC has mentioned there are various contracts within the pipeline that are on hold…
Maybe not anymore….id have a tendency to agree with you.
Bicycle 23rd May posting on X 'We are pleased to announce our $555 million financing to support our ongoing pipeline progress. Thanks to our investors for their confidence in the potential of our Bicycle® platform to create new medicines for #cancer and other diseases'
Must be a good chance of some further work coming the way of PYC