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David Hodson is presenting the PARTNER trial poster this week

https://cm.eortc.org/cmPortal/Searchable/ena2024/config/Normal#!sessiondetails/0000110640_0

I have a lot of time for Jim Millen. He is a cut above the typical AIM Director. I am very pleased that he has stayed on in a supportive role as he initiated a number of the projects which are starting to now come to fruition

By all means ask questions respectfully and with passion but 'serious grilling' is taking it a bit far

Remember Pete Sargent has only been in his role as CEO for 9 months

There is little we can do about disclosing values where the client prohibits PYC from doing so. You have to accept that this happens. The contract with CRUK has got to be good news

DeBull, the question of Director share purchases was addressed in the 17 November 2023 IMC presentation - 34 mins in

King H, fully agree. Best placed it has ever been IMO

Certainly not same old same old. The longest serving Director from 2004-2024 (CC) has gone

I think we have an excellent appointment in Pete Sargent. Give him a little more time and I believe he will deliver. I have been impressed by his investor presentations and am very optimistic about PYC's future success under his leadership

LSE showing spread at 7.69%, actual spread around 2.70%. Low spread could attract trading volume

As has been said by a number of people, it is time for the Directors to show belief in the company and put their hands in their pockets. When asked on a recent IMC session, the comment was that they had done so in the past and they were sure they would do so again. Could it be that price-sensitive information precludes them from doing so at this time

Just bought a further 52420 shares @ around 0.67 in two small purchases. I agree with you Laura that the share price in no way reflects the true potential of the company

Lengthy but interesting document

https://institute.global/insights/economic-prosperity/capital-issues-reforming-the-uks-capital-markets-to-boost-science-and-tech

Contains numerous recommendations, some with specific reference to the failing AIM market :-

The UK’s public markets aren’t working properly for high-growth companies. This is especially true of AIM, which has failed in its stated purpose of providing a home for scaling businesses. Reform is needed. Rather than having a specific growth-company-focused market or segment that is separate from the main stock exchange – an arrangement that the more dynamic US economy does not have – AIM should be merged with the LSE’s Main Market. The inheritance-tax exemption for existing shares of companies that are currently listed on AIM would continue for their current owners

Reforms to the LSE Main Market are needed too, to ensure the UK has an exchange geared towards growing businesses in critical areas of the new economy. The UK has a world-renowned scientific research base, a vibrant startup ecosystem, and a strong track record of innovation in sectors such as AI, fintech and digital health. To accommodate these firms, the UK should have a special listing route onto the LSE Main Market specifically for high-growth firms in emerging technology sectors. By doing so, London can differentiate itself from other global exchanges and attract a pipeline of high-quality, innovative companies. Like in Hong Kong, the correct package of reform can revitalise the UK’s capital markets, acting as a draw for companies in search of funding

King H/Debull, reference your post from last week regarding the advert for a 'Modelling and Simulation Scientist - Quantitative Pharmacology'. I rather casually overlooked this as being the same as the 'Head of Modelling and Simulation' position previously advertised

It would appear from the IMC presentation of 7th October that the 'Head of Modelling' has now been appointed and will commence employment shortly and that an additional 'Modelling and Simulation Scientist' is now being sought based on an advert originating on or about the 9th October

Is this the way you see it ?

King H, that is a very positive post. Cannot recall anything like this before, great to see

Laura, here are some observations on the IMC presentation :-

23 mins : PS discusses the slide headed 'Immediate Growth Levers - Growth and Profit' and mentions that 'many of you will have seen this slide before as I have used it in a number of other presentations'. Firstly good to see the word 'Profit' mentioned, but secondly , I do not recall seeing this slide before, but I may well be mistaken. It could have been used to attract potential investors for the last funding round (it could also conceivably have been in presentations to potential future buyers/partners/long term investors)

26 mins & 32 mins : Much on the development and projected commercialisation of the personalised dosing tool through its partnership with DosemeRx. PS mentions mentions that he is 'conscious that we need to extract value from this tool'. He also notes we 'also intend to explore other avenues for this tool'. Looks like this is all progressing very well and could be transformative for PYC

27 mins/30 mins : Head of Modelling will be 'an expert in the field of modelling and simulation with broad networks across the industry'. Scheduled to start in November

29 mins : With reference to Biostatistics PS mentions ' We are exploring strategic options to enable accelerated growth' . 'This is something we are very much actively exploring at the moment'

31 mins : Scientific publications. 'Progressing a number of scientific papers at the moment' . 'Two have been submitted back to the respective journals and one is about to be submitted' PS mentions 'being able to credentialise your technical skills through peer reviews in scientific journals is a very important and very useful marketing tool for us'.

'Hopefully we can announce their publication very soon'

33 mins : PREDICT-ONC Trial at Blackpool Hospital 'going through final stages of ethical and regulatory approval'. 'We hope to announce the official start of the trial very soon' I though this would have been a little further advanced, but will presumably result in more of the Innovate grant income being reflected in the current financial year'. The end date of the trial remains unchanged

PS is highly organised and motivated and is building a very strong team to drive sustainable growth. I like what I see

Good solid presentation. Head of Modelling appointment to be announced very soon

Https://www.bbc.co.uk/news/articles/c153pg278npo

In an area of oncology in which PYC has experience

Excellent chart from updated website :-

https://www.physiomics.co.uk/solutions/

Far from it. Would suggest you take the time to listen to the IMC presentation next week

Dr Putcha appointment in October 2023 clearly this did not work. I am not sure anything has changed with regards to Dr Ghebre and his role

Very poor results for y/e June 2024, worse than expected. The current year will be the one on which PS will be judged and, to be fair, there are some promising signs

It was one of the purposes of the fundraise so would expect PS to provide an update at the presentation, if not before. I am happy to wait

We still have not had an announcement regarding Head of Modelling and the unfilled position is still showing on the company website (see 'Careers')

The ongoing recruitment is in respect of a Head of Mathematical Modelling. I would expect an update on progress in the near future as it is six months since the position was originally advertised