Member Info for Laura2022

Max

Both contracts complete this month , there are 6 other late stage contracts due, some large ( see Sept presentation)

Max

Welcome

Be aware there are many green box people who have often posted 90% of their time in 2025 on PYC

Very odd

Small but steady

Larger ones to come

Contract Award 2:

Physiomics has secured a contract in collaboration with a partner to support a UK-based biotech client in the development of renal disease therapies. Valued at £16,150, this project focuses on establishing a modelling and simulation strategy to advance the client's drug development efforts.

While future opportunities cannot be guaranteed, the Company anticipates that this initial engagement may lead to larger projects involving further execution of modelling and simulation initiatives for the client. Completion of this project is expected within the next month.

 

Dr Peter Sargent, CEO of Physiomics, commented:

"We are thrilled to have secured these two contracts. Extending our agreement with an existing client (Contract Award 1) demonstrates the value we deliver and our strong rate of repeat business. Additionally, winning a contract with a new client (Contract Award 2) highlights both our commitment to continue diversifying our client base as well as expand into therapeutic areas beyond oncology".

  

H50

Morning

What are the likely options here going forward

Thats equal to one years revenues, and juat slightly more than cash and cash equivalents

[  ] 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

Biostatistics 24% CAGR $40bln market

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

How much is the property portfolio worth please

Tia

What is ?

When might be there an update ( good or bad) on the current impasse ?

Newbridge/Jim

Complete over reaction on PYC too

Ceo going ...but in 7mths !! Cap less than cash pretty much

Lse made a mistake and thought I was putting spam links

They kindly apologised

I saw the green box crew had kitten a lol

Drilling Operations:

Following the logging of the C-78 well and the cementing of the 5 ½" casing, the Kiri drilling rig has been released.

The next operations are to perforate the casing at the pay zone level and production test the well. These operations will commence once the 30T workover rig has been installed at the wellsite. An update regarding the production testing will be provided as soon as available

Very tight now

With charts so oversold , and bounce back towards 0.09

Looks like it could do very well from here till GM

Progress Tremch

thank him for enabling us to start the current financial year ending 30 June 2026 with a record level of contracted projects, a new biometrics service-line already generating revenue, and significant progress across our personalised medicine dosing software initiative."

Pete still at healm till June 2026 !

We have 6 late stage contracts and personalised tool and other 'live" initiatives

This is clearly an orderly transition and with plenty of transitin time

Sahad

Think someone posted some details a few days ago on here ?

Cancellation Resolution is conditional, pursuant to Rule 41 of the AIM Rules, upon the approval of Shareholders holding not less than 75 per cent. of the votes cast by Shareholders (whether present in person or by proxy) at the General Meeting

Sajad

On the GM daythey need 75% of the attendance/online voting

Therefore a sizeable action group + any other funds that DONT agree can easily vote it down

So oversold and potential for x 3 return here

I bet this gets voted down

Of course it is decision no one anticipated, I would imagine a larger company has tempted Pete? His career has had plenty of new chapters ( see his last 10yrs)

The business is STILL on track and I have added more today

[  ] Presentation notes Sept 2025

Key growth in all areas , particularly bio statistics, CEO 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

Biostatistics 24% CAGR $40bln market

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

The "right team" now finally assembled in all key growth areas

Excited for future

Peer comparisons

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

FAB £17 mln and £1.96mln full year ( x 9)

PYC £1.4mln and £0.85mln full year ( x less than 2 )

IMM £60mln cap (pre revenue)

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