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I would say it's a buy, but not particularly fussed
If they are giving 1.29 for 500k for a larger sell then could suggest some behind-the-scenes demand. Maybe Peter Sargent after a few million (joke)
Current price range is 1.23 -1.33 for modest amounts
In the recent presentation, JM touched on the development of the PYC precision dosing tool to predict GCSF levels (currently subject to Innovate-funded trials involving Beyond Blood/Blackpool Hospital) and also mentioned that they were in discussions with Dosemerx to see whether there may be 'some way to work with them to gather more data'
I get a feeling that both Dosemerx and PYC see good potential here
PYC now showing 'X' link to Dosemerx Precision Dosing article with this additional comment :-
'we're proud to be working alongside @DoseMeApp in advancing this field, leveraging mathematical modelling and clinical decision support software to tailor drug dosages and improve treatment outcomes for cancer patients'
I feel that we should get a decent update on progress with the Dosemerx partnership over the next few months
Never quite understood why market makers are prone to exaggerate the true bid-offer range. Clearly the current range here is around 1.21-1.29 and not 1.20-1.40 , as shown
Are they trying to dissuade buyers for some reason or is it just laziness on their part. Surely they are depressing interest and potentially losing some commission as a result
Good article issued recently by PYC partner DosemeRx on the future of Precision Medicine
https://www.pharmexec.com/view/precision-medicine-investments-and-outcomes-expected
Peter Sargent mentioned that there were 'some exciting developments around the Doseme partnership' and Jim commented in this regard to 'watch this space' Makes for an interesting update in due course
I tend to disregard disproportionate movements on small volumes. You have to remember that a lot of holders on AIM these days are very nervous and don't invest longer term
Be good to see Dr Peter Sargent buy a decent chunk of shares now the interim figures have been released. That would send out a positive message to the market
DeBull that is an interesting article
GCSF is a widely used and very expensive drug. JM mentions in one of his presentations that the tool PYC is working on developing is aimed at providing guidance to clinicians on the use of GCSF, as to when would be the right circumstances to use it and when not. This could potentially be valuable in terms of optimising the use of GCSF and potentially saving money and healthcare resources for payers
The Japanese company Kyowa Kirin’s product is a GCSF drug called GRAN. This works to ‘selectively increase the count of a type of white blood cell called neutrophil, as well as increase their functional efficacy. This enables a quick recovery from neutropenia occurring as a result of cancer chemotherapy ..’
I assume that the tool PYC are developing could provide a more accurate basis and more costs effective way of prescribing GCSF than is already in the market place
I did notice that Jim was rubbing his head a bit at times, but maybe he was not 100% on the day
His explanations were well thought through and meticulously explained, as has always been the case. I don't think Jim is the type to take offence and he still has so much to contribute to the business. He is still a key player here
Tweet showing Dr Sargent in front exhibitor board showing Physiomics name five times
I like this guy. He is confident and not afraid to make changes. Seems to have a clear plan for success. Good to see Peter and Jim working well together
I don't particularly care for the blame culture prevalent in society these days. There has been no suggestion of any criticism of Suzy by Adam in recent months so I would have to assume that he is relaxed about the way things are progressing
I suspect Suzy is working damned hard to make things work and getting nothing but criticism for her efforts. If the products are good enough then Suzy will be able strike a deal, if not the share is dead and there would be no point buying in at a knock down price, as some have suggested
We're pleased to announce that we're sponsoring #WorldADC 2024! 🎉Meet our experts, Dr. Pete Sargent and Hayley Close, to discover how we can accelerate your #ADC #drugdevelopment journey using cutting-edge PKPD & QSP modelling techniques: https://physiomics.co.uk/world-adc-event-london/ @World_ADC #PYC
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Jim Millen is a Director here. Has he been fully focused on PYC in recent months ?
The 600k spent is of no relevance now. It is what the lab can achieve in the next 12-24 months which is important. If it is years away from break-even/profit-making then fair enough lets make the decision to stop now
Adam's presence on the BOD would be far more valuable than any of the NED's proposed. His judgment as to whether to keep the lab or not would be invaluable