Member Info for Laura2022

The increased pipleine has been mentioned in each set of results

For example the "pipeline" was increased to £1.7mln at the time of the annual results 2024, it's all there

Previously it has been £1.5mln and before that it was £1mln and prior to 2022/ 2023 there had been no official pipleine PYC had not diversified enough

The broker is Hybridian and they set the forecasts each June/July at time of annual results

Hope that helps

Trout

I said the forecast was £1mln NOT what they hit ..

You've asked me for evidence of the £2mln but not KingH who stated that first

You seem to have a problem with myself and it's becoming tiring

The courtesy of a reply is obviously too much

Trout

The expectations for 2023/24 were £1mln i think the 2024/2025 set by broker was , as KingH says somewhere up to £2mln

If you email CEO he will respond where possible in my experience

Had completely changed this around last 9mths

And one of lowest salaries on AIM of £70k versus £250k+average

Merck are huge

Astellas are $17bln cap

As debull said..bicycle or numab next

In this publication, a mathematical model was developed to explore these different experimental permutations (doses and schedules) for combination therapies. Using Physiomics' proprietary 'Virtual Tumour' platform, the model provided a single, readily interpretable readout of tumour growth inhibition (TGI). It was also able to assess the variation in treatment response of novel drug combinations at various doses, and therefore could be used to inform clinical trial protocol design. 

 

This joint publication with Physiomics' long-standing client, Merck KGaA, demonstrates the impact of the Company's Virtual Tumour platform in supporting the development of novel Oncology Therapies. Physiomics provides expertise in using modelling and simulation approaches to accelerate the development of innovative therapies across a range of therapeutic areas and across the entire drug development pathway, including early discovery and development. 

 

Dr Peter Sargent, CEO, commented:

"We are thrilled to be able to announce this peer-reviewed publication. This is the second publication we've announced this month, highlighting the utility and benefit of our Virtual Tumour Model in supporting oncology drug development. The work described within the publication is testament to our continued relationship with Merck KGaA, a relationship established over 12 years ago and spanning over 30 contracts."

 

This is significant as in 2023 and 2024 there had been issues beyond PYC control that affected things, but this year not so and losses down (already low anyway )

I think with a fair wind PYC can breakeven/turn profit in 2025

The Board expects that total income for the current financial year, driven by contracts already signed, will be in line with market expectations. The Company is actively discussing a number of further contracts although there is no guarantee they will be signed within the current financial year.

The Board also expects the Company's loss after tax for the same period will be slightly lower than current expectations. The Company has worked hard to maintain or increase its day rates with key customers and continues to improve operational efficiencies, both of which have contributed to the improved loss position.

Huge endorsement

("Physiomics" or the "Company")

 

Publication of Peer Reviewed Article

 

Physiomics plc (AIM: PYC), a leading mathematical modelling, data science and biostatistics company supporting the development of new therapeutics and personalised medicine solutions, is pleased to announce the joint online publication in collaboration with Merck KGaA entitled 'Semi-mechanistic efficacy model for PARP + ATR inhibitors - application to rucaparib and talazoparib in combination with gartisertib in breast cancer PDXs' in the British Journal of Cancer. 

 

When you look at the small caps during January, some hitting £10-40mln cap you do see a justification for PYC being 10p+

£10mln is still cheap but would be x 5 the price here

I am a value investor and won’t be in this for small amounts. The company should be 10 million market cap for starters. It’s severely undervalued and under investors radars , I suspect that value disconnect won’t last that long.

Good luck with your investment here."

Thanks debull

This coup is VERY convenient for Bell who knows full well there will never be a positive end result

Snap !!!

Thanks Tricky

Panama

I agree, this will be picked up with the energy transition market

Should be am easy 30-50% from here

Bought some back

Has plenty of access to cash + £6mln in the bank too

Short term.bounce to 15p+ i think

The Group expects to draw on the £30m credit facility provided by EDF, the Group's majority shareholder, during Q1 2025.

I'm looking at THRU fonzi