Member Info for DeBull

Some light reading.

https://www.linkedin.com/pulse/granulocyte-colony-stimulating-factor-g-csf-drugs-market/

The part of the article that i found interesting is "Another significant player in the market is Kyowa Kirin. This Japanese pharmaceutical company has a strong presence in the G-CSF drugs market with its product, Gran, which is used for the management of neutropenia." As far as i understand it, this is what PYC are striving for with the adaption of their dosing tool?

Only issue i have is he does not pronounce his G's at the end of words!

Jim, looked tired and miffed, like he did not want to be at the Q&A

I think that by the time the next Q&A comes round, Peter will be flying solo.

Either no one asked about BOD buying shares, or they decided not to answer those questions?

I also found the reply about Hitesh interesting. Many will know that Hitesh is the principal consultant, but has many fingers in many pies. I take it from that, that they want someone who is 110% committed to the job & not having their time divided by System forcasting etc.

They seem genuinely excited about this Bio-statistics venture.

Kudos to some of the posters here said that a contract would land before the IM meeting today.

DNA damge, so looks like Merck have given us another contract.

Https://www.londonstockexchange.com/news-article/PYC/contract-award/16381053?showDisclaimer=true

I think what Laura maybe alluding to, albeit very loosely, is that sometimes when VAL has a spike, SP or volume wise, it could mean 201 is near?

I guess they are damned if they do and damned if they dont.

They also tweeted this yesterday https://twitter.com/Physiomics/status/1767847005152309351 about FDA guidance on ADC's trouble is they did not "tag" FDA using their FDA handle, maybe because there are so many?

I do not hold any hope of any director buys. That question has been asked and answered before, with their reply ( pre Peter ) being a big fat no.

Not that there is any momentum here at the moment, throw in a 20% spread and that kills any potential trader interest.

The only issue i would have is that these conference presentations / sponsorship / attendance costs money, hopefully they can speculate how much money they can get back from these conferences etc

Merck KgaA are also there.

May get some new business from both Bicycle and Merck as we have long standing working relationship with them?

Https://info.hansonwade.com/world_adc_london_brochure

Physiomics at the very bottom as a confirmed partner.

Loss per share is 0.15 and was 0.24. A loss yes, but the loss is getting smaller.

Yes, reassuring.

in line with market expectations,.

Https://www.physiomics.co.uk/about/team/

Mistry still on webpage?

Who knows Trench.

I think a question like this has been asked before in previous IM, where Millen said he was a member of other boards, but that it took nothing away from his time at PYC?

You would have thought with interims due on Thursday, that there would be more volume, but hardly anything.

Bicycle are attending AACR2024, i wonder if Physiomics will be?

Does Peter have a "free hit" here, if they are disappointing ( possibly ) it could be said that the numbers are down to Jim, or too many intangibles for this?

They also tweeted about Project Optimus yesterday ( the same tweet has been sent out before ) but they did not put #PYC after it.

They on;y put the hashtag on a follow on tweet which also had a spelling mistake. Not very professional.

Someone is building a sizable chunk here with all these trades.... :-)

Trouble is with the phrase "watch this space" there is no timeline associated with it. Significant news could land today or in years. The phrase may have been said in good faith, a snapshot at that particular time.

There may be X amount of deals about to be signed off, but we know delays happen, and deals dont get across the line from 1 reason or another.

Does not matter how much Laura puts the positive points across this board, until substantial news lands, we are not going anywhere? Even the TA's are avoiding this stock?