Member Info for DeBull

P9 i see you have mentioned CAC a few times before, and so these are genuine questions

Where is this CAC figure, is it in the accounts? I have searched, and not found anything. Is it a metric that you yourself use for other companies invested in? Is there a formula? Is there a figure year on year that shows this CAC? You have said its high and always has been, do you have proof to this claim?

Thanks.

Hitesh replied to his previous post.

https://x.com/hilseth_mistrov/status/1822382775548117191

"Basically its a licence to print money for modellers! I hope they take the responsibility seriously though and we don't get a load of cowboy nonsense and AI nonsense when its not needed for this!"

He also reposted this from the FDA which was mentioned in his post yesterday.

https://x.com/FDAOncology/status/1821934493923434755

Hitesh post on X

https://x.com/hilseth_mistrov/status/1822322409619275831

"Oncology PKPD modellers should be in insanely high demand now this is out ... note one line reference to titration... something we should more of in Oncology"

https://www.fda.gov/regulatory-information/search-fda-guidance-documents/optimizing-dosage-human-prescription-drugs-and-biological-products-treatment-oncologic-diseases

Https://www.fiercebiotech.com/biotech/aacr-24-astrazeneca-next-gen-parp-inhibitor-gives-bang-your-buck-over-firstcomers

As far as i believe, Astra Zeneca have a drug called "saruparib" in this PETRA trial ( which for me is difficult to understand ) is being tested in patients as per Project Optimus. This is the first time i have seen AZ implementing their drug dose regimens as per Project Optimus guidelines.

A few names:

https://venture.angellist.com/theodore-mollinger/syndicate

https://www.crunchbase.com/person/chiga-murayama-d430

Flora and Jon Connell appear to be a father daughter team in Wiltshire with a weekly local paper?

https://uk.linkedin.com/in/lukeguinness

https://je.linkedin.com/in/peregrine-moncreiffe-82308631

https://www.linkedin.com/in/francesco-tassistro-6b97702a/ and his relative https://ch.linkedin.com/in/edoardot

As stated before, these names appear on search engines, they could be who is involved, or maybe not? However, looking at what they do, most tie in with seed investors, business guidance etc, the Conells are the ones who dont appear to fit this profile?

Take the first name on the list..... https://be.linkedin.com/in/alfredattipoe

And i am aware it may not be the person who is named as a shareholder. but the profile fits??

Looking, but nothing concrete. There is royalty in there thou, a princess from Lichtenstein. Looks a mixture of business types, people with money and computer tech stuff.

At the top, there is a this " 17 Jan 2024 Confirmation statement made on 3 January 2024 with updates " click on the "view pdf 6 pages" and the names of the shareholders are in the PDF.

Try this Laura.

https://find-and-update.company-information.service.gov.uk/company/13826151/filing-history

Will take a lot of use of various search engines to get info on this lot!

I to have been looking at what King was trying to explain?

https://s3.eu-west-2.amazonaws.com/document-api-images-live.ch.gov.uk/docs/Ueq3IUgVh1kDg5vDOnk1bDY8BAiAhonp6RslGZuQ3EA/application-pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAWRGBDBV3FSXQEGSQ%2F20240808%2Feu-west-2%2Fs3%2Faws4_request&X-Amz-Date=20240808T205410Z&X-Amz-Expires=60&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEDoaCWV1LXdlc3QtMiJHMEUCIBdi1HxcxbUNkt4%2FEhcGsYafnQr57vl80fYHuaHlbJcnAiEAtz9OV%2F7vD3jsbkLenm0K4RAxkp3m%2Bwx33%2BYJ6hrj9iwquwUIMxAFGgw0NDkyMjkwMzI4MjIiDHEJmGIiwfVAzss%2BSSqYBVXpLs7q3ApnUbybBMoE9nJdDAn7ZhEyUwKtNsv6fMvtO8%2BdcG6wB5KZsSWtlTHkNwxMAf3AY1RbFIHvuyP658Opzew6coT4RquTRlLc3i2AZC44eROVigf9XvIhwG3JybyEnbBJC8GXijcAd%2FemQh04GBLHCmYC%2FKz2ITxgk5R51g9cs1hjCy0Ly%2FRfvZVFl2W9TFxBlqFGdF59UnssJkVB1wKavlvCJui4M8AVqnl2tXIu%2Fr%2FW0vSB04p7N8VqbcL%2Bz0ziePi%2BToTEul%2FqGtUis0D1GrZiky0cyNYlGNl0SntkbmHwvNK31HZ4HoOVtF0tVo8vo%2B94A6%2FlytUkC%2FX3%2FndTJ9ftsK0JfjjmmeBiyqMv6EQoBpx%2BeAg6XK%2BBe83rgvn0nLOtnowiBJB2PlPKVAP9aUBL%2FkwzohmCeBuCyJ7xmSA8taKimYTl9Pjetj5JRE2HGPxJ0Hsndd2RbfMb3t15%2FEIcqNv00CW6eyD%2FXYkitLmZh3w%2FSrwvsNE2sOZFH0iWCoYFg93m32%2BGXG6aMaK7jf4fVhmHTwXXM77%2Bx0IAPJ89Et%2BlFcvIYKsietlUFtZbD4mY59Y7tA2ucL7sPjdtjMpg5foO8OAoKrruhfFM8pLZ6eYzOVYjhDKVpoZOhsZa4SrCjqlCje3VxEB0RICiGIS2Kl1Qq70wbSXuQB7AOYTRYtvczsIJ4Uqcu1M5Fv55Mlcmp0Buu9YFJioxwq8Jqs3A%2FMksxgZ%2Bh34wa%2FxPl6u64eCJuVeQx9%2FKcFskXzFHJoSffH1wVR%2FvE2L6eZK%2BCMwK3n0I19AgCTORIjK8NyQGqp%2Bpr6OXUqZAz8KtAQyjaEX9PqqO9lf1pC0QhF9XFp2dkra%2FNt3IeUstt8jYeaHiMF8wko%2FUtQY6sQE5DEv%2FmhdhRj2Xgc8hGPGJzVWzwvDlKLG9W9cdVhlLXhkVvBmCCNKtpzotuGlj7lvuNIis3k97MFBJoTnBf%2BktMfjt%2FmTEtHjnScRwRCKloasarHvItxfRP41%2Fg1OJqQMriAY57aI16na%2BNWNe7OAUKgZa7LPPFgr0sAPhRY%2BtH0zIk1TL0TRZZ9379LccL6Rb7KzJOQNt9UZVjN0MQd3zarvD6e13JHO7J0VLR6%2FFu%2FY%3D&X-Amz-SignedHeaders=host&response-content-disposition=inline%3Bfilename%3D%2213826151_cs01_2024-01-17.pdf%22&X-Amz-Signature=63043a94a433672fe05cac11a35390259f68b587e35d91f5be35f1289d15b775

Lots of names.

Another X post today, this time regarding #ProjectOptimus and to me its the most bullish post PYC have put out in a long time??

https://x.com/Physiomics/status/1821529370311147843

"With #ProjectOptimus gaining traction, we’re learning that lower doses can be just as effective as higher ones while reducing side effects. This shift makes computer modelling more valuable than ever in getting the dose right first time."

they link it to this:

https://www.cancer.gov/news-events/cancer-currents-blog/2024/cancer-drugs-lower-doses

This was put on this site in early June 2024/

PYC then replied to their own post with this "At

@Physiomics

, we’re thrilled to contribute to this progress. Our expertise in quantitative and mechanistic modelling helps partners determine the optimal dose and schedule for First-in-Human trials. Reach out to learn more! #ProjectOptimus #PYC #pharma #biotech"

https://x.com/Physiomics/status/1821529372429287545

As laura has stated, 50+m shares traded in a day is a lot, In 2019 when there was 70m in issue that would have constituted all bar 20m of the shares in issue. In 2021 there was 97M so nearly half. In 2023 there was 135M so just less than a third, and today with 203M in issue, a quarter of the shares in issue.

I guess with all these shares in issue now, we can expect more days with higher volume?

PYC employ #QSP AI and #Machinelearning within their suite.

They also are highlighting the FDA's #ProjectOptimus which is all about dose optimisiation within drug development.

Maybe Astra Zeneca are cottoning on to this initiative?

"Paradigm Shift" is a term regularly used with Project Optimus.

As per info from King earlier today, PYC have a new employee that worked at Astra Zeneca. He also worked at Certara that are big exponents of Project optimus from the FDA.

However, there is no link i can find to say AZ have mentioned PO .

I believe all legacy payments for work carried out by PYC to SAR were completed in 2016? Happy to be corrected on this.

This is unlike the VAL201 "possible" future payments to PYC .

PYC tweeted this about Astra Zeneca today.

https://x.com/Physiomics/status/1821204126086140011

An exciting look at cases being explored at @AstraZeneca showcasing the potential benefits of combining #QSP with #AI and #machinelearning, and how it’s paving the way for a paradigm shift in #drugdevelopment

https://www.frontiersin.org/journals/systems-biology/articles/10.3389/fsysb.2024.1380685/full

The candidate was CCT245737, which was renamed PNT737, then licensed out to Sierra by which time it was SRA737 https://www.edisongroup.com/research/sierra-oncology-returns-rights-to-sra737/31442/ Sierra bought out by GSK and then SRA737 rights were returned to SAR after GSK's purchase of Sierra.

Earl ( who is not a regular here ) ASKS if their calculation is correct? They say "could" but never states that PYC have these licences.

What tosh!

Where is it anywhere where anyone has said that PYC have all these licenses ??

Doseme do. PYC have a collab with Doseme.

Stop stirring the pot.

No one is more angry about the SP drop after the fundraise more than me.

Nice buys yesterday, be good if people like equity trader stayed for more than a millisecond & 5%