Member Info for Laura2022

Great to see this

WEB worth a risky punt

Pat

I've said since buying with now a 56p average that I'm happy to wait 3mths +

Good advice Bob

As for JO

He has done so many U turns its untrue if you look at the last 3 weeks

Great summary bob

I will take a further delve

Please could you summarise why the market has reacted SO harshly?

This looks for too cheap?

As at 30 September 2024, the Group had access to over USD 148.3m of liquidity, comprising cash and cash equivalents of USD 93.3m and access to an undrawn Revolving Credit Facility (RCF) of USD 55.0m. In considering whether the Group's financial statements can be prepared on a going concern basis, the Directors have reviewed the Group's business activities together with factors likely to affect its performance, financial position and access to liquidity (including consideration of financial covenants).

The Group has net current assets of USD 19.2m at 30 September 2024. Current liabilities include USD 22.5m of liabilities not expected to result in a cash outflow in the foreseeable future, comprising deferred revenue of USD 8.1m and payments received on account from customers of USD 14.4m. Excluding these liabilities, the Group has net current assets of USD 41.7m.

"Value of license"

(b) the Directors do not believe that the Company's share price reflects the underlying value of the Company's assets (most notably, the value of certain licenses owned by the Group);

(c) the free float of the Company is only 36.9 per cent. and trading volumes in respect of the Shares are very low and this illiquidity prevents Shareholders from trading in meaningful volumes or with any frequency;

(d) the Company has not utilised its admission on AIM to raise fresh capital or issue Shares as consideration to fund acquisitions since January 2013;

(e) the Company remains reliant on its major shareholder, Mr Mellon, for funding to meet its ongoing working capital needs and despite several efforts it has been unable to attract capital on acceptable terms from third party investors, in particular through equity issues on AIM;

Burnbrae Limited

248,204,442

63.10%

ShareholderNumber of SharesPercentage of issued share capitalBurnbrae Limited248,204,44263.10

Number of AIM securities in issue

The number of AIM securities in issue currently is 393,338,310 and no shares are held as treasury shares.

Percentage of AIM securities not in public hands.

So far as the company is aware, 63.10% of the company’s ordinary shares of 1p each are not in public hands.

Barnet

I can see one major holders..Jim Mellons holding comapny at 65%

Are there others

Yes, would make sense for him to keep buying at £300k cap and just get more of the pie

Unless there are others buying too ?

Was from the conference last month

The Physiomics plc team will be at the EORTC-NCI-AACR Symposium in Barcelona, 23-25 Oct. We look forward to meeting with R&D leaders in oncology to explore the importance of MIDD in the optimisation of dosing and supporting drug development decisions. Léa Sta, PhD will also be presenting our latest data from the PARTNER study, supporting the development of our personalised oncology dosing tool. Stay tuned for more details!

From the conclusion

I wonder if this relates to what Pete said in Proactive interview about further trial

Think we'll hear from DoseMeRx partnership soon too

The initial model fitted the individual neutrophil profiles of patients treated with DOC alone and showed reliable precision and low degrees of error.

• The extended model captured shortening of neutropenia due to G-CSF co-medication. It also captured a general trend in lesser severity and earlier occurrence of nadir compared

to DOC treatment alone.

• Prediction of precise ANC levels and timing of G-CSF administration require model refinement, warranting further study and additional clinical data.

• We hypothesise that additional clinical data collected during the nadir (Days 10-12) would further enable more precise model fitting to G-CSF treated patients.

• Physiomics are currently setting up a clinical trial in collaboration with Blackpool Teaching Hospitals NHS Foundation Trust, part-funded by Innovate UK award (#10086568: Predict-

Onc), which will aim to capture neutrophil profiles including additional timepoints, the resulting data will be fit to the model described above to validate this hypothesis.

Thankyou Ralph

Have you digested it yet please?

I will when home later

Yes

Sadly my post about the opaque CLNS was key 6 weeks ago

Not for 4 weeks (meeting 18th Dec and often these do 100-200%

High risk of course

EML did 200% 3 weeks ago ( see the chat board last month)

Cannot buy

Worth a dabble