Member Info for Laura2022

From.the annual report

"newly launched Biometrics service-line. The Company believes that this new service-line will be instrumental in efforts to scale the business and growth of future revenues. "

I think the size and frequency of bio statistics contracts will be a game changer

The Company regularly reviews regulations changes through proactive discussions with key industry officials, professional advisers and regulatory bodies where appropriate.

Major agencies such as the FDA are actively promoting the use of Modelling and Simulation (Quantitative Pharmacology) and issue advisory papers which set out their thinking.

Biometrics, which includes Biostatistics, Statistical Programming and Data Management are required under international regulation (ICH E9). This means that all interventional clinical trials setup and run across major markets (including the US, EU, UK, Switzerland, Japan, South Korea, and Australia.)

All this yarn looks like 'stringing " the market along

Hopefully the FCA will cotton on, as this story is getting a little thread bare

If you look at the small print

The housing has absolutely nothing to do with rrr , it's another opaque yarn

BB

Why has no one...in 5yrs+..investigated the company or NOMAD ??

Was that linked to the fake lithium photos ?

Truly shocking murky stuff it seems here

Realigned its portfolio to focus on high-growth, innovation-led areas, particularly in sustainable ingredients for life sciences (crop protection, pharmaceuticals) and personal care.

From ITX

I assume thier growth focus helps SBTX?

Croda International is currently facing a challenging period, marked by

significant financial pressure and a sharp decline in its share price since its 2021 peak, but the company is implementing a turnaround plan and is not considered to be in existential "trouble".

• Strategic Focus: Croda has realigned its portfolio to focus on high-growth, innovation-led areas, particularly in sustainable ingredients for life sciences (crop protection, pharmaceuticals) and personal care.

Stiarno

I came see that , but whatever their thoughts on the previous failures of EQT ( which ive stated as being appalling failures) there's absolutely no need to the aggressive tone and conduct for those seeing current levels as a potential turnaround

Courtesy and politeness isn't too hard

What a lovely warm welcome

Dormant account since 2012 suddenly pops up

Filtered

Have a wonderful festive time

Thanks Merve

EDF?? That would be most welcome

From 3rd Dec

A major blue-chip utility has already expressed interest in accessing the results of the test programme in return for direct participation.

The Company expects to receive approximately €150,000 from this second funding award.

From yesterday

I think news next week personally on more payments from France

Approaching 8bln shares

Rivalling PREM TRP and others with the 10-30bln +

Rivaldo

Real strength to this move from 6p

If any large holders like Troutisout1 will offer their thoughts?

If of any use

NAI

Key growth in all areas , particularly bio statistics, company very pleased and very confident about the niche growth markets many of which are now mandatory under EU law and most could well become mandatory for drug design. Positive regulatory environment eg FDA

[  ] Key market drivers

* model informed discovery/bio stats help

> costs $2.5bln and 10-15yrs to get drug to market and less than 5% success rate - PYC modelling drastically cuts this and using MMID/BS can

1) save $100-500mln

2) increase to 20-30% success at Phase II

3) 30-50% fewer patients

[  ] Key growth/CAGR markets which PYC operate

MMID 18% CAGR with market set to be $13bln

Bio Statistics  24% CAGR $40bln market

Regulatory authorities across the world require robust biometrics practices to approve new drugs. Biometrics typically incorporates three main areas:

1. Biostatistics: Supporting the design of clinical studies and analysis of resulting data

2. Statistical Programming: Use of programming language to process, analyse and visualise clinical data

3. Data Management: Setup and oversight of the collection, entry, and validation of clinical trial data

Personalised medicine 7.5% CAGR and largest market is North America ( partner DoseMeRx based there)

M

General overviews

Costs at just 3% therefore tracking or below inflation in 2025 so very tight cost mgmt

Total Income at 3yr high and bolstered by moving into new therapeutic areas such as immunology and cardiovascular

Just after year end received £250,000 + and will recieve £60k grant, therefore cash position as of July was almost £800,000

Have applied for other grants and will announce if/when progressed

Conversion rate 2022-2024 was 27%

Conversation rate 2025 jumped to 45%

6 late stage contracts due ( some of which announced Dec 2025)

Peer comparisons

APTA £35mln cap and £1.2mln full year revs( = x 30 annual rev)

FAB £17 mln and £1.96mln full year  and recently reported reduced  revenues for H1 ( x 9)

PYC £0.85lmln  and £0.85mln full year ( x 1)

GENI (£10mln) revenues £1.6mln, losses £2.4

Trench

Wise words

I assume by the 2 green boxes we still have the same disruptive posters

Have a lovely festive break Trench

This was from recent results

Since when they also received £60k grant + £250 trade receivables ( mentioned in Sept presentation)

Financial Highlights

Total income (revenue and grant income) increased 46% to £834,156 (2024: £570,561), meeting market expectationsThe operating loss decreased 32% to £457,791 (2024: £670,816)The loss after taxation decreased 32% to £415,254 (2024: £609,352)Cash and cash equivalents at 30 June 2025 of £461,242 (30 June 2024: £191,072)At 30 June 2025, the surplus of shareholders' funds was £692,171 (30 June 2024: £282,527)The Company continues to build its pipeline with the average total value of contract wins over FY24 and FY25 averaging over £1 million per annum, a 63% increase on the yearly average of the previous five yearsThe Company started the new financial year ending 30 June 2026 (FY26) with approximately £594k of contracted revenue that is projected to be recognised within the year. This compares with approximately £500k 

Bmeister

Welcome on board, should you wish for any info please ask us longer term investors