Member Info for Laura2022

Hi Brad

Something like that ...if they can consistently hit £1mln it is achievable

Bìo tech markets seems re invigorated and PYC one.of only a handful of genuine A.I stocks on AIM

If they then get these ,it will be transformational

1) FDA clearance for their cancer dosing app which they have successfully with (seee Jan 2023) they are currently working with NASDAQ company DoseMeRx on this

2) they are now working increasingly on blockbuster stage 3 to 1 drug development trials as opposed to pre clinical early stage

3) if VAL finally get their VAL201 funding i( currently at NASDAQ merger stage which concluded 8th Dec ....t triggers up to £6mln to PYC

4)they been approached by big pharma companies in the past and M and A could also offer upside

This was posted by "newuncle" yesterday kf it helps

Happy New Year from @Physiomics! 🎉

We can’t wait to share with you all the exciting developments we have planned for the year ahead. Stay updated by checking our news page & subscribing to our newsletter: https://bit.ly/3RbXTdF

Here's to a year full of growth!

This is a summary from PYC November 2023 presentation

Market value £2.4mln

Cash as of last year end June 2023 (and adding the subsequent new funds) c. £700,000

Contracts /grants won since June = 6

Shares in issue 138mln

Targeting highest ever income (grants and contracts) of £1mln

1 Good to see ithe in depth presentation on 17th November. (50 minutes) , had an initial listen and a good  slide fron Peter which broke down the 36 project into various sections and that pipeline was £1mln and can be a "top up process" into this pot. The current cash of over £700,000 is good for the foreseeable future and not less than 12-15mths  He said there are 9 of these which are ready to be signed. He re iterated the information from the annual report that they are targeting their best ever revenues (£1.0mln+ ) having already secured about £300k since June 2023 and with Merck back on board in August 2023 whom accounted for 40% of previous revenues (therefore about £300-400k) He expects that Merck will continue be a key client for PYC going forward 

Also stated they would inform the market if these were to be beaten .

A) pipeline of potential new contracts that could start in the current financial year which remains at over £1m despite four opportunities having been converted into signed projects during August

B)We provide a responsive and dedicated service. Many large companies offer services in the cancer space though do not restrict themselves to cancer nor to quantitative pharmacology. As a result, we believe, many of these companies cannot offer the same level of bespoke, responsive service that Physiomics can and does.

C)The Company continues to work in the immuno-oncology space with several of its clients, and it is anticipated that the industry focus on this treatment approach is likely to continue for some time

D PYC  have gained  valuable insight from their work with DoseMeRx, including the adaptation of their dosing tech to now not need in - hospital blood tests .

2.Jim also mentioned that for the 1st time since Brexit 2016 UK companies like PYC cam now apply...in fact Jim said the recent project was via this route,he said clearly with dozens of countries being able to apply it is competitive but he seems hopeful of other projects

Details about Horizon below

Horizon Europe is an EU research and innovation programme. It has a budget of €95.5 billion and runs until 2027.

The UK agreed a deal to associate to Horizon Europe on 7 September 2023.

3 Also new office was to aid remote working,

Jim says should save £30k-40k per annum and will be reviewed

4 Also interesting was that he and now Pete mention Project Optimus/FDA modelling expectations in every client discussion. This type of pre drug trial modelling is now seen as a pre requiste for every company...therefore PYC is In a sweet spot for more contracts.

5. AI has also been found to be useful for increasing the chance

Good morning

The annual report and the 17th November Presentation (search YouTube) gives some information

I can post a quick summary of both for you

The H1 of PYC is June to December so usually they do a update in Jan,I believe OYC also tweeted a round up of the 2023 on their twitter feed over Christmas

Looks like another buy which was shown after 4.30

Thanks Mic and Newuncle

Can you post them here

Ilovesushi

You went veey quiet ON CPX after 15th December after saying it was 100% chance of a huge payout for CPX

CPX has now collapsed and you went silent

All you do is trash companies and ramp the ones u chose

You then went quiet

Please look in the mirror

Looks likely?

That's nearly 2% of APTA share in issue?

Is this the reason for the large volume and £50k buy ?

Perhaps

Recent article said prostate cancer market due to grow to over $20bln

The drug below is the poster Pyc/merck Co presented at AACR April 2023

Pembrolizumab Merk.

Segments Insight:

Drug Class Insights:

Based on drug class the global prostate cancer market is categorized into Hormonal ADT, AR-Directed Therapies, Cytotoxic agents, Bone metastases, therapeutic vaccines, PARP inhibitors, Kinase inhibitors, AND PSMA-targeted radioligands. AR-directed therapies is expected to remain the dominant drug class in 2032, accounting for 58% of the total prostate cancer market ($17.4 billion). The apalutamide and enzalutamide will be the best-selling agents in the overall prostate cancer market by 2029, with sales totaling approximately $14.2 billion across the major markets. The rising uptake of apalutamide and enzalutamide in currently approved settings, in addition to anticipated label expansions in hormone-sensitive settings, will help drive the prostate cancer market.

PARP inhibitors are expected to be the second most lucrative drug class, accounting for 16% of total major-market sales. anticipate significant sales of niraparib in combination with abiraterone in the mHSPC setting by 2029 ($2.6 billion); its sales will reflect its high cost and long duration of treatment, rather than its high uptake. The anticipated approval of kinase inhibitors and PSMA-targeted radioligands should also increase major-market sales in 2029.

SID

I assume to disguise buying?

We've broken the wedge that msuk mentioned

Looking forward to news , newuncle not sure what it would matter tbh

Val volume very high

Buys far in the lead

?

Lots of similarities

Quickly moving

Hiw do you do it Msuk !!

You predicted this !

See recent RNS Bunsenburner

Yet £700,000 cash roughly , contact and grants so far probably £400-500k since June 2023 and £1mln pipeline

As a result, we believe, many of these companies cannot offer the same level of bespoke, responsive service that Physiomics can and does.

C)The Company continues to work in the immuno-oncology space with several of its clients, and it is anticipated that the industry focus on this treatment approach is likely to continue for some time

D PYC  have gained  valuable insight from their work with DoseMeRx, including the adaptation of their dosing tech to now not need in - hospital blood tests .

2.Jim also mentioned that for the 1st time since Brexit 2016 UK companies like PYC cam now apply...in fact Jim said the recent project was via this route,he said clearly with dozens of countries being able to apply it is competitive but he seems hopeful of other projects

Details about Horizon below

Horizon Europe is an EU research and innovation programme. It has a budget of €95.5 billion and runs until 2027.

The UK agreed a deal to associate to Horizon Europe on 7 September 2023.

3 Also new office was to aid remote working,

Jim says should save £30k-40k per annum and will be reviewed

4 Also interesting was that he and now Pete mention Project Optimus/FDA modelling expectations in every client discussion. This type of pre drug trial modelling is now seen as a pre requiste for every company...therefore PYC is In a sweet spot for more contracts.

Yes : we seem to be gaining momentum and also 10 bio techs I LSE top risers

APTA and PYC my 2 of my personnel biotech favs