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Phenomenal news for breast cancer patients.
However, as SB says, does not mention PYC and the drug mentioned is marketed by Novartis.
Yes. Been there since 4th Aug 2015.
Mentions Prof Mark Middleton who is on the SAB.
https://www.physiomics.co.uk/about/team/professor-mark-middleton/
Laura, PYC not awarded that money, the team at Sheffield Uni were, PYC get a a very small amount ( undisclosed ) if you work out the Uni get approx £12k month for this ( 456 / 36 months )
Https://www.nc3rs.org.uk/our-portfolio/establishing-drosophila-melanogaster-part-pre-clinical-pipeline-anti-metastatic
They were awarded a 3 yr grant for £456k
Https://www.lse.co.uk/rns/PYC/collaboration-with-the-university-of-sheffield-klh9qcy90gsfyrp.html
Porky, i did not like the beyond blood colab, they are a tiny out fit, yes they had a large grant to get them going, but very small all the least. I guess some would say you have to start off somewhere with this kind of collab? The concept as you say " The implications of measuring exact drug loads to very small blood sample analysis is clearly massive. " is like the holy grail??
Laura, what i posted was from a post sent to me from a unknown source. So no credit for it for me. Those potential valuations appear "fanciful" at the moment in time when the SP is on its knees. The post suggests a transformation / execution, however this is down to a myriad of factors, and i am not confident this Bod can deliver on that potential.
Porky, some well written and informative posts. Thank you.
in relation to the Data question, the most plausible i have read is : "assume the client needs to send PYC their in house data on targets for PYC to model them"?
This was posted on on another SM platform yesterday which was sent to me:
"the Consulting side is not the valuable part of the business. PYC can't/won't grow that side dramatically and it won't be a major profit or loss centre because of the variable cost nature (if they get more work they add consultant billable hours, if they get less work they reduce consultant billable hours)
The potential value is to become a packaged software licensor which is higher gross margin, repeatable and leveragable model. We await evidence of that but the signs are good because you don't get to collaborate with likes of Bicycle/Merck if you don't have good/unique insights/IP... DoseMeRx type collabs are key thing to watch.
Then once it is 'software' there is potential for ML/AI uses..
The potential valuation spectrum on successful transformation/execution goes from
Consulting 0-10p
Software 10-100p
AI/ML 100p+"
Share4, i am sorry you were "banned" etc, i had no role in that. As stated before, i often do not agree with your opinion, but valued it as a contribution. I really hope that your outlook for the company is different to mine.
Laura, its the wild west on these BB.
MM appeared to running a mock here yesterday? Dragged the SP right down, then made the spread 2-2.50, and yet i guess most trades at the 2.20 were buys, but looked like sells? I did not anything to warrant to 30% drop at one stage.
PYC needs a COO urgently, probably in the final time frame now, but JM needs help. He is like the classic plate spinner, as Porky says, he is probably involved in every potential deal, new COO would take most of the plates of him, so he can concentrate on spinning a few.
Yep......but there is naff all going on, so no point commenting on tumbleweed passing the window.
Looks like PYC are laying the foundations for the next level of drug development?
This is the way i understand it in a nutshell.....
FDA are saying that for drugs etc to get FDA green light, they are to be tested so that its not going to be "the one size (dose) fits all" mantra that presently gets the go ahead. Doses and regimens are to be worked out for a multitude of doses, determined by peoples weight, height, shape, ethnicity etc. These doses/regimens are to be worked out using mathematical modelling as well as the other standardised methods.
PYC setting out their stall by saying " We have the mathematical capabilities" along with other methods to help with a companies drug development.
Imagine, company A drug development team, they have got their drug to a certain stage level, its found it works. Now the drug needs to be seen to see if it works on the general population. They know the FDA now want the dose levels to be worked out for a myriad of people. For this ( and not exclusively )mathematical modelling should be used. Oh, who can work these dose regimens out?
Hopefully they land on the name of PYC, there are others companies out there more established etc.
Ok, not that easy, but you get my drift on this.
The slow march towards the FDA's PO is gathering a little pace.
Interesting to see that in the Frontier link, Claire is now classed as a Consultant, and not a "employee". She was a employee when the publication was written.
Thank you Adam for taking the time to reply.
Good evening all.
I have asked this on the PYC board, got no replies yet regarding the collab RNS yesterday. I wonder if the esteemed posters here can enlighten me on a possible answer. "I have read that VAL incur no costs, yet they stand to gain 20% profit for every deal referred to PYC? Is this true, and how is this known?" TIA
To the BB'ers who posted yesterday, esp those who posted from across the VAL side.
The market view was underwhelmed at best. I guess that until any contracts are signed, probably with no monetary value, we wont know who is going to use this? In the RNS it says "provides benefits to both companies as well as to the service users" i guess the service users are the bio's who sign up?
I have read that VAL incur no costs, yet they stand to gain 20% profit for every deal referred to PYC? Is this true, and how is this known?
really! That is just taking the biscuit.
Steve, its probably not significant? Just very rare to see it here. Maybe others can clarify? https://www.stockopedia.com/learn/our-data/london-stock-exchange-quotes-463298/
UT trade went thru after hours.
Not seen 1 of those for several years if (ever)
Never heard of him!
Good spot Ralph.
Physiomics plc Graphic
Digital Performance Director (consultant)
Physiomics plc
Jan 2022 - Present1 year 4 months
Pfizer Graphic
Pfizer UK Digital Lead (Oncology)
Pfizer
Oct 2019 - Dec 20212 years 3 months
Pfizer UK Headquarters
Led UK Digital. Develop and implement over-arching digital strategy, build digital team, integrated digital and omni-channel marketing, build and upgrade digital platforms, drive digital transformation.
Physiomics plc Graphic
Head of Digital Performance (consultant)
Physiomics plc
Nov 2018 - Oct 20191 year
Oxford, United Kingdom
Consultant for Physiomics, a leading cancer research consultancy with state of the art Virtual Tumour technology that predicts the effects of cancer treatment to improve the success rate of pre-clinical and clinical stages of drug development.
Steve, would not say its a non starter, more like a lottery ticket, 1 day you may win.
For those interested in the Q&A of the investormeet presentation its here: https://www.investormeetcompany.com/investor/meeting/investor-presentation-302
Means you can look at the specific questions asked, and answers given without going thru the whole presentation.