Member Info for Kidlington

All just try and get on, and stop will any personal / non personal insults?

Always seems to be the case, that after a few red days, this BB descends into not a very nice place?

I am sure all have valid points to a debate.

Everyones family is important.

To me it does not matter what time someone posts, i walk the dog at crack o sparrows.

And i see no "boiler room" or am i just being naive ? Though i see Ria has departed along with 100 posts a day.

TIA.

Not so good to the finish.

I am going to play devils advocate here.

I know that S4 does not need my praise etc, and i certainly am not going to agree with them, but their call late last year when they said 1p was correct. I hope they were wrong then, and i hope their prediction is wrong this time.

SP seemed to find support at 1.75p.

Yesterday Valirx put out a tweet saying "fantastic news" etc, however the tweet cam with no link to this news and with a few hashtags, no mention of Horizon.

so this morning, i sort clarification from Suzy Dilly, and she replied straight away that the tweet was about Horizon, and she would get her social media team to send out the news link etc.

You would have to expect that if its good news for VAL, this Horizon deal has to be good for PYC? Not only Vla and others to attempt to get funding for their companies, that trickle down affect should be good for PYC. PYC could also apply for funding for its own initiatives.

You'll be going TR1 soon if carry on buying L!

Yes, good that UK and EU got this sorted.

We know PYC is always looking for funding, & this pot of money would be right up their street.

As SFU states, the new COO seems at hone with funding opportunities etc,

No guarantees that PYC will get anything, or if JM will apply for it, however, in the last trading update, they said" The Company is actively exploring non-dilutional grant funding opportunities for all its personalised dosing initiatives and if successful these could provide additional sources of funding in FY24"

They tweeted this yesterday which is a new & positive step for them, yes only a "news letter" but at least they are doing something proactive.

https://twitter.com/Physiomics/status/1699363223315607831?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet

Would be interesting to see what the ratio of signups are between those working in biotech and investors.

Amica, i believe Laura is doing a write up, so do not wish to step on their toes.

Re competition if you look at this site, it gives a few names https://craft.co/physiomics/competitors but i am not sure if they are correct!

SP is volatile imho because of it low shares in issue, and free float being really small. We have recently gone from 97m o 135m. It is also news driven, when news lands, be it good or bad, the SP can shift either way quickly.

You mentioned the drop, which one! We had a drop in Feb after CEO said there was some delays to contracts, however, Merckgroup have come back in to the fold, and i believe 1 of the delayed contracts was signed last week (125k)

The other big drop was its epic rise from 1p to 32p, and all the way back again over a period of time. From knowledge the company had to issue a RNS about the contract that was won and its price ( i think )

I am sure Laura will put more meat on the bones.

Looks like the 1.3m trade was a sell. price at time was 2.5/2.6 yesterday

Well it was inevitable. Up for 4 days, which itself has not happened for years.

It nearly got back to parity after falling 10%. Does seem the 2.60p area has a lot of resistance.

18% down and it could have been a lot worse. Fibs were saying 30% retrace before bounce?

what is a surprise is that the spread is approx 4-5% thru the day, i know at one stage it was higher when at 2.3-2.6, but normally the spread is 10% or more, i find this encouraging, i also wonder if that is because there are a few more shares in issue?

Yes Ralph, emerging to top tier just about encapsulates the whole market!

In the April update, they said this. "two large projects (one with an existing and one with a new client) with a value totalling over £200k have been unexpectedly delayed."

I wonder if the new client mentioned above is the client that signed with us last week?

We have a collab with Doseme or DosemeRx as it was.

That collab is based on 1 drug, Docetaxel, and in a update earlier this year, they said " Collaboration with DoseMe - the Company is in an ongoing dialogue with the new management of DoseMe and further announcements on this will be made in due course"

This is obviously a just hypothesis, ( we know the collab and integration went well ), However, Docetaxel is just 1 drug and it costs a lot to dose people, imagine being able to get the cost down for healthcare providers not just for Docetaxel, but for the huge range of drugs being used for cancer etc? That is what their dosing tool ( not really a tool, more like software ) could come in, gets the dose right for the individual.

Also ties in with the FDA vision of Project Optimus, also would be safer for the patient, would reduce ADR's (Adverse Drug Reaction )

Yes i saw that mentioned over there.

the poster said new client, however, this was rebutted by DT if all posters. As DT pointed out, Astellas are not "new" as PYC have collab'd with them before.

Also, i have PYC notification via X on phone, & i believe they only sent 1 tweet out today and that was the proud of working for the £125k biotech

Someone also mentioned Oncobone here earlier.

They are collab'd with inaphaea? PYC would do well to associate themselves with those guys (Oncobone)

Here is a list of UK pharmas, though many look US based to me, which means there is a UK office? Maybe our £125k client is in this list?

https://ichgcp.net/pharma-list/country/united_kingdom

4 days on the spin with double digit gains, cant remember that happening for several years?

I commented on X that when the price got to 2.3 / 2.4 i would hope buyers would step in, and they did.

There were some nice trades 700k, 500k's 400k's etc & yes i did see the 429k go thru.

The interims will be released i guess late Sept ( like most years )

Some asked about DosemeRx, we have a collaboration with them, but apart from a "update" about the integration over the space of 2021, the update was in 2022.

No monetary value has ever been attributed to this collab. & as many will know, in true PYC bad luck fashion, THRC sold Doseme to Fairlong Capitol. Doseme has retained most of it management and boffins, however, there is absolutely zero news on Fairlong. Google it and a holding page is shown, its been like that for months now.

A update about Doseme is way over due.

Someone asked about the £125k client, and as yet i have no idea, i keep searching but there are a myriad of companies out there, that are UK based, its the "lead asset" that may give it away? At least they put a value on their deal. Imagine if MerckGroup started putting £ on their deals, instead of NDA.

Peter can be also heard here on a podcast in 2022? When he was head of BD at NIHR

https://www.theendpointpodcast.com/podcasts/blog-post-title-one-jtemk-e2F1Y-w7ran

Peter Sargent has come from Syneos health.

In March they signed a collaboration with Microsoft to accelerate AI.

https://www.investor.syneoshealth.com/news-releases/news-release-details/syneos-health-collaborates-microsoft-accelerate-ai-across

Syneos are also about to be taken private for $7B

https://www.investor.syneoshealth.com/news-releases/news-release-details/syneos-health-be-acquired-private-investment-consortium

Welcome Andy.

Those webpages have been about for sometime.

What else do you need to know? The dosing tool could well be a "company maker "

Your golf mates should get a reply from Jim, he is pretty good at replying.

No one knows if this is going in any particular direction, much like 99% of stocks.

Https://xtalks.com/webinars/are-you-ready-for-eu-ctr-the-challenges-lessons-learned-and-innovations-surrounding-the-new-regulation/

did a industry talk in summer 2022 regarding Clinical trial regulation within the EU. The largest change in clinical trial landscape in 20 years. Obviously PYC dont do clinical trials themselves, but they work out dosing regimen for those in clinical trials.

Seems like he has all the right tools especially regulatory acumen to help PYC navigate the choppy waters of regulatory controls for their Dosing software. Not only in EU, but also in the US.

Goldy..... i love your optimism, but they have not! They partook in a paltry £5 in the raise and thats it. Jim holds approx 1.5m and the out going COO has about 600k.

TBH they have "not a lot of skin in the game"

Nothing about PYC is standard practice!

I have long harped on about TR1's not appearing. ZA did appear, and if you got back thru the RNS's he announced his arrival straight after the DosemeRx tie up. He also added, and that corresponded with more TR1 RNS's,. However, he started to sell, and yet no RNS were published to say he was selling and how many he had sold and what was his new holding.

So it was asked at one of the investormeet Q&A's about this, and Jim said it was up to the shareholders themselves to get in touch with the company and tell them about their buys or sells if over 3%! This seems contradictory to other companies, who seem to do the opposite? Jim said that there is "not a insignificant cost" for doing this check, hence why its only every 6 months.

We know GM has been on the register (Aug 14th), but we have no idea when he bought them ( would have been after 14th of Feb thou ) & he may not be there now?

We also had a at least 15 x 250k buys in a few weeks when the SP was 7p a few years ago, never did find out who got them! No TR1 was issued, and yes, it might not have been all the same person.