Member Info for Laura2022

Thankyou

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Please could you post the newsletter here over the weekend

1 Good to see ithe in depth presentation. (50 minutes) , had an initial listen and a good  slide fron Peter which broken 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 o

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 everyclient discussion

5. AI has also been found to be useful for increasing the chances of a new medicine being successful in treating patients

From PYC website regarding PYC A.I applications

Personalised Dosing Tool Development

Data Identification

Identified public domain data on treatment of prostate cancer using docetaxel for 400+ patients from the comparator arm of a clinical tria

AI & Machine Learning

Applied AI techniques such as neural networks and other machine learning approaches to identify key factors linking do

What's the main difference in conclusion please debull

You are aware you've posted libel and lies regarding finances

Reported

One could argue that more sums up CPX

Hi Ralph

What might this mean for PYC please

Is this a good conclusion

That would be amazing

So it sounds like a triangular relationship?

Much appreciated Homer

Do you think we'll get other updates before 2023?

Homer

Part D is where he discussed DoseMeRx on presentation

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

Hello KingH

Do you think this is related TO PYC work with DoseMeRx that Jim mentioned in the presentation

Be great to talk about the company and people go their deperate ways if not interested.

Be good to have a day of politeness and posting about PYC and for others to post on their investments

But having looked there has not been one single post on MARU or BRES at all in 2023 but in last 30 days 25+ apiece on PYC and VAL

Very odd

Systems down for everything apart from mainnmarket 100

As for VAL401 it wasnt ever the main focus don't this is just an added bonus ?

Hope this helps

Problem is the LSE stoxk exchange is down and I'm trying to add £5,000

Val CEO Q and A Sept  2023

"We have every indication we will be able to put out a substantial update before the end of the year - if that wasn't the case then clearly we would have already announced that wasn't the case.. we have a good degree of certainty."

"When the sublicense is signed, we will then be able to invoice them (TheoremRX) for the time that has been spent under the service agreement.. along with the upfront payments and the early milestone payments"

Comment it related to VAL201

I posted it before

It's from the Sept 2023 VAL Q and A

What could be interesting is the focus on "women's heath " given that VAL201 can also be used for endometriosis

Also,given the angry shareholder meetings/communications during early 2023 why woukd Suzy be brazen/confident enough to say what she did to VAL shareholders at their Q and A

Feb 2021 original PYC and VAL deal

Physiomics will receive a fee (capped at £6m) of 6% of any future net revenues that may be received by ValiRx relating to its commercialisation of VAL201 and its derivatives in any indication, including prostate cancer, endometriosis and treatment for Coronavirus infection.

Val CEO Q and September 2023

"We have every indication we will be able to put out a substantial update before the end of the year - if that wasn't the case then clearly we would have already announced that wasn't the case.. we have a good degree of certainty."

"When the sublicense is signed, we will then be able to invoice them (TheoremRX) for the time that has been spent under the service agreement.. along with the upfront payments and the early milestone payments"

From the press release October 2023

TheoremRx Inc. (“TheoremRx”), a private U.S.-based company focused on the development of new treatments with safe administration, low toxicity, and a high potential for polypharmacy usage to benefit patients suffering from cancer and women’s health conditions.

Val201 merger deal due for completion this week

Wil porky apologies for outrageous 12mth campaign of lies and libel against suzy and val