Member Info for Laura2022

Trench

Seems they are using LinkedIn more often than before, I'm.not surprised they've gone cold on X, let's face it Elon M has made it a farce !

Is the Milton park News recent please Trench ?

Physiomics Plc

Leading mathematical modelling company supporting oncology drug development

 

Physiomics plc is a mathematical modelling company that combines cutting-edge PKPD and QSP modelling techniques with cancer biology expertise, to help biotech and pharma organisations streamline their drug development journeys.

Their approach is to derive insight from all relevant data in order to de-risk decision-making and optimise the design of pre-clinical and clinical studies. Through use of bespoke models and their proprietary Virtual Tumour™ technology, the Physiomics team has informed the development of over 100 projects, over 50 targets and 70 drugs.

Clients include Merck KGaA, Astellas, Bicycle Therapeutics, Numab Therapeutics & CRUK. The Company is based in Milton Park, near Oxford and has close ties to the University and Hospital located there.

Everyone is assuming rather than simply wait for company updates , the new VEO has a direct interest in making sure the company does things better than the last 12mths

Had a quick listen to the half hour podcast and seems like Dr Roy (DoseMeRx) is really excited about A.I/ data analysis

10th -13th minute and 18th-20 particularly interesting

Strange how the doom sayers from last month have gone quiet

"DoseMe, which is the world’s FIRST and LARGEST Bayesian dosing platform designed for clinical practice'

This hopefully shows how big (see KingHomerJ posts for$$ numbers) the partnership between PYC and DoseMeRx could be

In this episode, Ayesha spoke with Howard McLeod, PharmD, Director of the Center for Precision Medicine and Functional Genomics, Professor of Pharmacy and Medicine at Utah Tech University and Precision Medicine Advisor at the Geriatric Oncology Consortium; and Sharmeen Roy, PharmD, Chief Strategy and Science Officer at DoseMe, which is the world’s first and largest Bayesian dosing platform designed for clinical practice.

Precision dosing, also known as personalized dosing, aims to tailor drug dosages to the individual characteristics of each patient to achieve optimal therapeutic outcomes while minimizing adverse effects. It leverages various patient-specific factors, including genetics, age, weight, organ function and even lifestyle, to determine the most appropriate dosage for each individual.

PYC have mentioned DoseMeRx again today

And refered to this June 2024 podcast, which coincidentally was the same month that PYC updated on the DoseMeRx relationship

https://xtalks.com/insights-into-precision-dosing-with-dr-howard-mcleod-and-dr-sharmeen-roy-xtalks-life-science-podcast-ep-163/

250k buy

Over last few days/week quite alot of blocks of buying

Crazy

Paying a failed CEO $200,000 for doing what he should have done as CEO

Wonder what Davey will say

That is correct, the latest raise will last (by my calcs) for 12mths+ ( and assuming nk revenues which clearly isn't the case)

See my posts over the weekend

That was meant to have a ? At the end !

Buys continuing

Sorry

Nothing adds ups

Permanently filtering you as on every shares CPX HE1 GDR you spout the sake nonsense

KingHomerJ

Posted in: PYC

Posts: 1,569

Price: 0.75

No Opinion

Dosing Application Potential8 Aug 2024 17:03

As I’ve mentioned the potential is significant.

The current dosing application is being developed for Prostate Cancer…..with the precision dosing of Docetaxel which is a chemotherapy….

Docetaxel is a chemotherapy medication used to treat several types of cancer, including breast cancer, head and neck cancer, stomach cancer, prostate cancer, and non-small-cell lung cancer. It's also sold under the brand name Taxotere.

Docetaxel is predominantly used for prostate cancer and the tool is being developed for that however this maybe able to support other types of cancer moving forward…..route to market via Dosemerx

The precision application will save time in favour of the patient and hopefully help overall survival.

Naturally saving time and dosing will save significant amounts of money…

Docetaxel market size was valued at USD 114.78 billion in 2023 and it is estimated to reach USD 252.46 billion in 2032.

T's just incredible PYC is still £1.4mln when lots of companies are £10-20mln who generate little or no revenues

A simple summary which hopefully answers your Q, other holders might correct/add

a) what are the main 'products' and offerings of PYC?

* use A.I and mathematical modelling to design and interpret data for drug companies

*therefore their main business is.software consultancy and work with medium and large companies often with long standing relationships and repeat business.

* they've also been designing a dosing tool to help with dosing regimes and this tool could be adopted by companies and generate significant revenues

* they are also setting up a biostatistics division as interpreting data is becoming more and more essential and in fact required by the FDA etc

b) how do they make money - one-offs, recurring revenue, long term contracts?

* they have moved in last 5 yrs from reliance on on major customer (Merck) to over 20-30 clients, many of which now place repeat business, they are also gaining new customers via social media awareness, industry initiatives.and global conferences

* many holders believe revenue sharing agreements should be the next step potential.

c) what realistically are the prospects for PYC

profits and more importantly for us as PI's the SP over the next 6,12 and 24 months?

* PYC won record contracts for 2023/24 of £900k+ and already have £500k booked in month 1 of this 12mth period (July 2024-june 2025) with estimates being that £1.2mln-£1.3mln should deliver profit

*growing need and awareness of A.I in drug development and now new FDA guidance that drug companies MUST have used data modelling means PYC.is well set for 2024+

d) linked to the above, what would be the catalyst(s) to PYC taking off?

( see the excellent summary from KingHomerJ which I posted 10pm last night )

Good luck

Maybe perhaps leave out the non factual unhelpful conjecture of 1p and placing

.partic when they've only just done one and have about 12mths +

Popeeye

Thanks, I'm sure Roger can speak for himself about why he's holding 2mln shares worth 2.3p which he believes is going to 1p

Gluck

Good luck everyone and while I hold no position the claims made on Friday were frankly deceitful

Eg...if ( as Roger has now retrospectivly admitted he sold 2mln but holds 2mln ) he really believes its going to 1p ( see post below) why on earth would he claim to still hold 2mln????

It's nonsense

roger65

Posted in: GDR

Posts: 6,480

Price: 2.325

No Opinion

RE: 73% fibb retrace31 Aug 2024 10:13

I fear this is going all the way back to the placing price. There is very little confidence in GDR's ability to place sales contracts anywhere.