Member Info for Laura2022

Same as Friday afternoon

[  ] 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)

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

Hope my summary was ok, got most of the details on there

With pharmaceutical companies, thinks have changed quickly the last 3mths after a forgettable 2024

One item of news has completed changed what were quiet sullen discussion groups on IMM HEMO IBAI NFX etc

We look forward to when PYC becomes amongst that list shortly

Trench

The presentation was so impressive, even more upbeat than last one , I will be purchasing more this coming week

Due to further institutional demand the Company has accepted a further investment of £0.5 million

That's a lot of shares?

David Lenigas "I do like what they announced with National Gas and I added 2 lots of 100m shares in the last few days. This storage thing they have is worth a billion quid when it’s all up and going. I’ve always thought that. They just need big boys to join therm. That’s happening."

More majors joining?

Market capitalisation

Wonder if something will happen shortly, will holders buy more to secure the vote ?

They're giving 0.5p so worse case you'd get your money back from here

Our owners:

As of the end of September 2024, our owners are:

WhoOwnership stakeWhat they doMacquarie Asset Management 60.09%A global asset manager and the world's largest infrastructure manager.British Columbia Investment Management Corporation27.71%One of Canada's largest institutional investors. Provides investment services to British Columbia’s public sector.Australian Retirement Trust12.20%One of Australia’s largest super funds, providing investment services for its members.

Didn't realise how big they are and spin off from National Grid,

Also look at their investors !

https://www.nationalgas.com/about-us/our-history-national-gas

From an early 2025 report

If delivered and operated at full capacity, the Site's technical maximum 30.2 TWh¹/yr annual storage capacity could represent a material  proportion of the currently predicted UK 2050 annual hydrogen storage demand of 50-100 TWh¹/yr ²;

Foud it *2nd Oct 2ns

The funding will permit the necessary technical studies to be undertaken to build upon initial discussions with Dorset Council and a significant Dorset based industrial hydrogen offtaker.

 

Additionally, the proceeds will also be used to complete economic modelling to further discussions with energy infrastructure and sector specialists with the object of securing a key strategic joint venture partner for UKEn's hydrogen storage projects.

Good morning ,

Where can I find more about these please ? :

So multiple catalysts now, UKOG & National Gas:

- are gearing up to jointly submit for government backed HSBM revenue support, huge catalyst confirmed after meetings with the Government's HSBM team on 23rd September. Funding just secured will deliver the engineering and design studies needed for that submission.

- Offtake deal incoming as well, talks already underway with a major Dorset based industrial hydrogen buyer.

- JV partner news to, economic modelling near completion ahead of bringing in a strategic energy infrastructure partner.

HH

You wonde what their family would think if they knew theu spend years lying and abusing

Sad world

Debull

The people who havw tried to "sow doubt" have been discredited so not quite sure why you give them credence as a genuine investor

Many thanks to Trench123 and KingH previously, I have hopefully summarised well the main points from this week's presentation

[  ] 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)

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

HH thanks for that, its a gren box so I assume its one of the dozens ive filtered

As you rightly say, I clearly bought in 20s and sold 40s as posted on LSE !

also posted my buys just below 9p!!

Some people

Some people are fixated

Into the final 20mins there was nothing really left at 0.48p

There's been renewed buzz around bio techs last few weeks with good reactions to positive JV and partnerships

( eg IBAI etc)

0.48p

News over on IBAI with their personalised medicine

Sector hott9ng up

Below is a post on a similar bio tech service company to PYC

AbSci is valued at $450m on $4m annual revenues (x 100)

By that token XXX should be £100m cap or around 80-90p a share now

I think eventually XXX could be a £1billion pound company so £10 a share not out the question. ...

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

Alot of catching up