Member Info for Laura2022

Thankyou Trench

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. 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)

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

From annual report:

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

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

Yes Trench

An enviable position of £700k+ cash V £2mlnnmarket cap with confidence of £1mln revenues for this year

Yes....see presentation

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. 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)

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

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 and they were paying for office space they weren't using , plus traffic issues In Oxford!

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 and this PO is now the "expectation " for clients before they submit drugs/trials ...this is of huge benefit to Pyc

5 as stated in annual report , the current cash of c £700k +grants + revenues are meaning PYC funded for foreseeable future and well past the 12mths Post the annual report

People should note that Porky has been lying about a placing on VAL for over 9mths now and also stated DDDD was fully funded....they went bust owing millions and shareholders like porky wiped out with directors commiting fraud

Hence his spiteful bitterness and lies

I agree Mikey

I will be voting yes

Trench is right

Just had a quick look at April 2023 investor meet presentation on YouTube

51mins in

"We have had approaches of that nature.......we would also consider if we felt it brought benefit to shareholders (as an exit strategy"

What are ethe thoughts of Trench and others given that you had seen that PYC have been approached by pharmas before it April 2023 ?

Avacta Group is a UK-based company focused on improving healthcare outcomes through targeted cancer treatments and diagnostics.

 

Avacta has two divisions: an oncology biotech division harnessing proprietary therapeutic platforms to develop novel, highly targeted cancer drugs, and a diagnostics division, which is executing on an M&A led growth strategy to create a full-spectrum diagnostics business focused on supporting healthcare professionals and broadening access to testing. Avacta's two proprietary platforms, Affimer® and pre|CISIONTM underpin its cancer therapeutics whilst the diagnostics division leverages the Affimer® platform to drive competitive advantage in its markets.

 

Sometime last year someone mentioned AVCT possibly acquiring other bio techs I I diagnostic oncology market, this was from their last interims

The Group continues to pursue an M&A-led growth strategy for the Diagnostics Division to support the building of an in-vitro diagnostics product portfolio for professional use, including those against infectious respiratory diseases.

· Avacta's Diagnostics Division completed the acquisition of Belgium-based Coris Bioconcept SRL on 1 June 2023, for an upfront consideration of £7.3 million with an earnout based on future business performance of up to £3.0 million payable in cash, adding a broad range of marketed professional-use rapid tests to the Division:

o  This acquisition supports the strategy of acquiring commercial routes into the diagnostics market and appropriate IP-rich product portfolios, complementing the acquisition of Launch Diagnostics in October 2022 has been successfully integrated into the Diagnostics Division.

The pqge 14 is interesting given PYC work in this area

Immunotherapy: Where are the advances and breakthroughs?Today 10:16

Good Morning Think same article posted previously anyway Avacta included again in latest DDD eBOOK version if you missed it first time .

( page 14 onwards )

https://7915828.fs1.hubspotusercontent-na1.net/hubfs/7915828/DDW%20Immunotherapy%20eBook%2010%202023.pdf

"Learning outcomes:

"Advances in cancer care: Where are the advances in treatments for triple-negative breast cancer?

Drug development: 5 years of oncology developments

Why immunotherapy is here to stay

Precision cancer therapies: Where are we

Just one of many news items due

VAL flying

News landing soon bongo

Certainly alo of news due judging by the presentation and other information given in the annual report

Aber/trench/msuk

Filter and ignore

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. He said there are 9 of these which are ready to be signed.

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

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

Hopeful

I think we'll get 2 or 3 bits of news imminently judging by lsdt Fridays presentation and based on the VAL news/merger which releases up to £6mln to PYC as part of the VAL/PYC Feb 2021 agreement RNS

Broken out of that grey wedge shape

That's good yes ?

The 45 days due diligence for VAL funding partners is now up,should be conformation in coming days (see VAL discussion group for more details )

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 A October 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."

Breakout above 2.5p then ?

Hard to buy at 2.10p. Not much available

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 dose, toxicity and efficacy

Web-Based Tool

Developed a web-based tool that could, if approved, form the basis of a decision support system for clinicians treating patients with prostate cancer to help reduce cost of toxicity and improve outcomes for patients