Member Info for Laura2022

Trench123

Good morning

Kinghomerj did an excellent summary

The DoseMeRx partnership with PYC is looking at several initiatives

MP

Its why I was buyong at 0.085 and more today

The other ones on my time line well worth looking

I have had several shares do 100-400% last 5 weeks ( eg POLX AYM WHI)..now hopefully EQT too

Morning Jimmy

The large grey trades are probably the monthly conversion ( see October CLNS rns)

All good as EQT moves higher

Small caps FUM PYC well worth looking

500k

Couldn't resist

Morning aklee

Certainly looking good , I've added more EQT FUM and PYC this morning

Max

You are right, there was several companies that may want to aquire PYC for :

1 personnel and expertise

2 consultancy and bio statistics division which has clients like Bicycle, Merck Numab etc who have large cash resources

3 the dosing tool ( see KingHomer excellent posts over the weekend )

4 a client list of over 20 major companies

Max /Trench

As you rightly say

Sad we've been infested with more green boxes

Looks like Q1 2026

Excellent

This is the MSA ( master service agreement)

This could be very significant business coming from this client for multiple projects ( See May 9th)

The Company has also put in place a Master Service Agreement with the client to define and agree broad commercial terms in relation to envisaged further potential projects in the future.

 

Excellent post from KingHomer

Valuation Multiples: Precision medicine software companies often trade at high revenue multiples (4x to 8x+ revenue) because of their high growth potential and strategic value.

The estimated value would likely be in the range of £10 million to £50 million+ after successful validation and regulatory approval, depending heavily on market adoption and integration with major platforms.

Baseline Valuation: Based on potential recurring revenue in the early millions of pounds, a standard 4x-6x revenue multiple would place the value in the £4m to £12m range.

Strategic Acquisition Premium: For a large player like a major CRO (IQVIA, ICON) or a medtech giant (Siemens, Philips) seeking to integrate this functionality into their platforms, the strategic value of an approved, validated tool that standardizes care and de-risks trials could fetch a significant premium, pushing the value much higher, potentially into the £50m+ range.

GE HealthCare, for example, recently acquired a clinical AI software unit for up to $51 million.

The pipeline is over £1.5mln ( see previous presentation) amd as it stands PYC had almost the same amount of cash + grants as current entire market cap and broker targets are for over £1mln revenues this year

Crazy

Really telling that clients are wanting to secure PYC services well into future financial years

Testament to the expertise offered , another new client very quickly giving PYC a follow on contraxt just 6mths after the 1st

Would expect further news soon on DoseMeRx and possibly more on the near term pipeline

£800k cap is a joke as trading on x 1 earnings

Sector valuations of peers on x 10 to x 15,

Well into 2027

The extended period between contract signature and project commencement is attributable to the client's desire to secure key service providers before initiating the trial. Upon initiation, the project is expected to run for approximately six months and due to flexibility in the scope of work has a value between £116K and £169K.

 

Dr Peter Sargent, CEO of Physiomics, commented:

"We are thrilled to have been awarded this new contract and to have the opportunity to continue supporting our client through their Phase 2 trial. This offers Physiomics an excellent chance to provide valuable insights that could guide the development of this Rheumatoid Arthritis asset, while also allowing us to begin expanding our project pipeline for the next financial year."

Buzzcoin

Is this a new trail /latest update?

Rusty

I get you've been here for 5yrs and BOD have been total let down in that time

BUT at these levels there could be positivity

Best wishes for your investment too

This is great news !!??

Clears the path now

[ ] 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/Bio stats can

1) save $100-500mln per asset

2) increase to 20-30% success at Phase II by using MMID etc

3) 30-50% fewer patients needed to conduct trials which saves time and money

Simms

Very useful breakdown thanks