Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Sienna, as i said, it is a very tangible, weak link at best.
As you said, Adam is A advisor ( and on SAB ??) to Suzy and VAL bod, he is now no exec to APTA.
There is no concrete link, i was just musing , that as Adam is now involved with 2 companies ( APTA /VAL ) and VAL has a good relationship with PYC, its not out of the realms of possibility that PYC could get some work from APTA via VAL / Inaphea.
To my knowledge, there is zero direct link between Adam and PYC, however he will defo know about us
As with PYC, its all ifs buts and maybes.
PYC COO Dr Christophe Chassagnole is indeed on the VAL science advisory board.
Laura, i guess its the same as last few days in reverse, where we've had loads of sells, and the price has not moved.
Could something come from this?
Adam Hargreaves is involved with PYC good buddies VAL.
Today, Adam became Non exec of Aptamer Group.
Lots of chatter about Aptamer (APTA) recently.
Wonder if APTA use VAL, which could then in turn come to us??
Yep tangible link i know.
Looks like Hitesh is talking about Sensyne Health which delisted in May 2023?? Their building is only 300mtrs away from PYC's
PYC consultant Hitesh Mistry tweeted this lat night about AI
https://twitter.com/hilseth_mistrov/status/1693016529263022393?s=20
an anyone name biggest AI healthcare failure in UK? Hint...it has strong links to Oxford University and NHS, burnt through nearly 100 million pounds in 4 years and achieved nothing! Nobody in the UK discusses it...we will at PKUK http://pkuk.org.uk/content/PageServer.asp?S=855146652&C=1252&ID=46 I'm chairing AI session.
Be interesting to see which company Hitesh is on about?
Https://twitter.com/Physiomics/status/1692107927157411938?s=20
https://twitter.com/Physiomics/status/1692107928898052260?s=20
https://twitter.com/Physiomics/status/1691726760654651654?s=20
Https://www.physiomics.co.uk/collaboration-with-sareum-the-icr-and-crt/
Anyone else notice that in the 3 or so days, PYC have been tweeting about AI. About their involvement, the sector and how AI will help.
I am not sure if this is because of the #POLB mention, or its the latest fad, jumping on the AI bandwagon, or they are trying to get their AI techniques made aware to the masses? They often mention their VT, but AI in general has not been a common topic for them in the past?
Loads of sells today.
Tar Sienna , however i have offered my services to JM several years ago and it was declined ( no surprise ) I am sure there are others that are more qualified for such a role.
Sareum (SAR) put out a update yesterday, we had dealings with them years ago with what is now SRA737 ( i believe ) their update said "As announced in March 2023, Sierra Oncology, Inc ("Sierra"), has completed the return of the Clinical Study Reports and other associated documents and data related to SRA737 to Sareum's co-development partner, the CRT Pioneer Fund LP ("CPF").
As the major partner, CPF is taking the lead in evaluating potential further development opportunities for SRA737 and further updates will be provided as appropriate."
Who knows, they or their partners may come back again for modeling on these "further developments"
Sienna.
PYC have been using AI/ML for to go thru the data they generate for a few years now. How much business or contracts we have won just down to AI/ML is not known, Its probably used as a "whole package"
Companies like GSK will have much better and faster hardware than lil ol PYC. GSK and other big pharmas will be using AI on all 4 fronts ( the way i understand it, is there are 4 parts to AI ) They will be looking for new compounds/drugs etc as well as many other uses. PYC just have to find a niche in the market, that niche could well be the personalised medicine market especially Prostate Cancer.
1st of all, Everyone has a valid opinion.
A link to AI & Precision Medicine which i believe is more akin to PYC?
https://www.theguardian.com/commentisfree/2023/jun/26/ai-personalise-medicine-patient-lab-health-diagnosis-cambridge
And this from a particular in a paragraph."One of the things our lab studies is personalised or precision medicine. Rather than one-size-fits-all, we look to see how treatments can be customised to reflect an individual’s unique medical and lifestyle profile."
The "one size fits all" is what drug developers were looking at, and now, due to the FDA, this manta is changing, so that dosing is more tailored to the individual via Project Optimus.
Cheers Ralph, i know we had a contract with Merck Kgaa for DNA DDR (damage) which i believe is different to the article.
The article can also be viewed here https://jpet.aspetjournals.org/content/early/2023/06/22/jpet.122.001572
On this link you can see where all the other contributors are academically based/work for. Shows that employees/consultants of PYC are in contact scientifically ( at least) with some big companies ( AZ & GSK) on papers.
David Hodson, Hitesh, Leo and Kayode are Uni Manchester.
James Yates is GSK.
Paul Farrington, Anna Staniszewska, Sofia Guzzetti, Michael Davies are all AstraZeneca .
L, your guess is as good as mine tbh. We have had contracts with CRUK before, some stand alone, and some within their joint partnerships ie Aleta and Bicycle.
Yesterday, PYC tweeted this: https://twitter.com/Physiomics/status/1689641418397298688?s=20
The work for this collab started in 2022 with CRUK and Aleta and has led to this: https://www.cancerresearchhorizons.com/news/aleta-biotherapeutics-granted-mhra-clinical-trial-authorisation-biologic-car-t-cell-engager?utm_source=LinkedIn&utm_medium=Social&utm_campaign=AletaAug23LinkedIn
Aleta’s lead programme, ALETA-001, has clinical support from collaborator Cancer Research UK, which will initiate the Phase 1/2 clinical trial during H2 2023. Can we assume that PYC get another contract to help with this work?
https://www.morningstar.co.uk/uk/news/AN_1665568345489896800/physiomics-surges-on-contract-win-with-cancer-research-uk.aspx
They have had a follow on contract for blood cancers in Jan 2023 https://www.morningstar.co.uk/uk/news/AN_1673438653265541100/physiomics-announces-another-contract-with-client-cancer-research-uk.aspx
Also, and a side note, and take this with a huge pinch of salt, but 1 of our significant holders ( Zahid Ali ) has commented via linkedin on https://investors.bicycletherapeutics.com/leadership/Santiago%20Arroyo%2C%20M.D.%2C%20Ph.D. Dr Arroyo joined Bicycle 4 months ago as their CDO. Interesting to see that a significant holder has a friend in a company that gives us a large % of our work?
Thanks Ralph:
That would be this then? https://www.cstonepharma.com/en/html/news/2090.html
Fred, i am not astounded tbh that we ended flat, like Obelix i have been in PYC for years now, thou O has been in a lot longer. I was sure it would end red as lots of trades at 0.95 area, but as L says they bought some at .95 so MM's being crafty again, but who knows!! Toffee, i think there is still some, and my analogy on twitter was " a pod of dolphins about " ( think of a 1964 TV series )
PYC have recently had new collabs from Bicycle, who raised appox $240m.
They helped with Cellcentric with CCS1477 ( now inobrodib )and they have just raised approx $20m and had fast track orphan status from FDA.
Numab secured $110m funding in 2021.
You could hope that a fraction of those $ or £ raised ( at least ) could come PYC's way to help with projects either already started or in the future from these companies?
Then there is the 6m from VAL for (201) if that ever gets off the ground that is.
If you look at the Numab pipeline link i posted earlier, you can see that 8 of the 9 projects have partners, including: 3SBio/Sunshine Guojian, Boehringer Ingelheim, Eisai, CStone, Ono, Kaken, and Tillotts.
They have 1 which is fully owned by themselves which is NM32-2668
Its not out of the realms of possibilities that IF PYC are helping Numab on pipeline with a partner, then said partner could also be informed of PYC work?
The project will span two years of the clinical program.
That is along contract. Normally its 6 months?
https://www.numab.com/pipeline/ helping with one of these in Numab pipeline?
Used to be Imagen Therapeutics, that got liquidated, and Valirx came in and cherry picked the assets a few months ago.
https://www.thepharmaletter.com/listing/news/inaphaea-biolabs?tagid%5B%5D=106159
Seems to be some conjecture to this specific word in the Bicycle news from Friday:
https://www.physiomics.co.uk/investors/investor-news-rns/ looking thru this section i believe its is mentioned once ( in 4th Dec 2013 )
Searching for the word "Substantial" in a search engine, apart from Bicycle on Friday i can only find another 3 incidences where it has been used. 1 was for the the innovate grant, 1 was for a conference presentation, and 1 was used in a scientific paper written by Claire Villette this year.
Make of that what you will?
I do not understand it tbh!
There appears no rhyme or reason for "contracts especially to go out as Reach or RNS?
https://www.londonstockexchange.com/stock/PYC/physiomics-plc/analysis
Go thru the last 100 company announcements, looks like all Bicycle are "Reach" yet the CRUK/Bicycle was RNS.
Aleta / CRUK RNS is RNS
Third Numab contract is Reach.
https://www.londonstockexchange.com/news-article/PYC/merck-contracts/15247080 is RNS
https://www.londonstockexchange.com/news-article/PYC/contract-awards/15183253 is "Reach" both are Merck
Makes no sense to me!