Member Info for TRENCH123

Ralphiebabe, interesting that the shareholder update has been issued now when customarily it has been mid-August

Any significance in this ?

Also, I am surprised at the quick turnaround of the information (shareholdings as of 16th July updated on website 17th July). I thought the data gathering was a slow process based on comments made by JM in an IMC presentation some while back

Laura, that's an interesting question

The only client that we have had a multi-year agreement with, to my recollection, was Merck

Laura, I agree with your comments. Really poor news

Since PS took charge the share price has gone from c 1.8p to c 0.6p . Not what I was expecting under his leadership

' ... further update will be provided to the market towards the end of the current financial year'

Should be issued by close of business tonight, lets see

Good to see DoseMe issuing a news release in respect of the inclusion of the PYC dosing software on their platform

https://doseme-rx.com/news-media

Interesting things happening on several fronts with PYC

Hi Laura, hope this link works

https://www.physiomics.co.uk/about/team/dr-michael-ghebre/

I assume that he replaces Dr Putcha

New Biostatistics guy - Dr Michael Ghebre

Share 4 - I note your comments and agree it is, to some extent, a calculated gamble

King H - I think confidence in AIM generally is at an all time low, affecting all companies to a greater or lesser extent. I 100% agree with your comments on investor confidence here -it has been lacking for a few years now and it has got to be a top priority for Pete Sargent. The Directors could help steady the share price if they had the balls to invest rather than relying on granting themselves risk-free share options

As a long term holder I am not too interested in short-term cash flows but more interested in future business prospects and IMHO these are looking rather good based on recent news flow and anticipated news

Cash raises here over the years have been comparatively infrequent and the last one was targeted for growth. This raise

may just be showing signs of being a wise move

Suspect a few people are unaware of the decent Dosemerx RNS update issued last week. Not sure why it has not been picked up by LSE. It is not the first time this has happened

With reference to the Personalised Dosing Tool Development the website refers to :-

AI & Machine Learning : Applied AI techniques such as neural networks and other machine learning approaches to identify key factors linking dose, toxicity and efficacy

Feel we are nearing an inflection point. Exciting times ahead

It has been a very positive seven days for PYC with two excellent large contracts and an update reference the DosemeRx partnership which suggests that a commercial deal is quite likely. Feeling much happier now

Don't know this outfit, but it is showing PYC as a 'Strong Buy'

There was another paper published in 2023 with similar authors

https://jpet.aspetjournals.org/content/early/2023/06/22/jpet.122.001572

Following the appointment of Dr Putcha in October 2023 JM commented ''We'll be providing a further update on our expansion into this field later this calendar year."

That deadline was missed. but in the interim accounts issued on 7th March 2024 there was the comment ''a further update will be provided to the market towards the end of the current financial year''

It is be hoped that the imminent update is well worth the wait

Bicycle 23rd May posting on X 'We are pleased to announce our $555 million financing to support our ongoing pipeline progress. Thanks to our investors for their confidence in the potential of our Bicycle® platform to create new medicines for #cancer and other diseases'

Must be a good chance of some further work coming the way of PYC

The G-CSF work could prove to be the real game changer here

I do check in on Hitesh's tweets from time to time. He is clearly a very clever guy and quite influential and has his finger on the pulse of the latest developments in analysis, modelling etc. He has played a key part in the development of PYC in recent years and I feel it is important that he stays on in a consultancy role

I am not so sure it is necessarily a dig at PYC. I saw it more as a criticism of the over-reliance on AI in drug development as referred to in an earlier Exscientia post 'The AI hype in drug discovery/development may be cooling yet another one finding it harder than they thought' JM has mentioned previously in the IMC presentations that AI is useful but only part of any solution. One of PYC's great strengths is its ability to interpret oncology data based on their extensive specialist experience in this area

Posted on X today 'We're proud to be working alongside @DoseMeApp to advance personalised cancer care'

The partnership with DosemeRx has been going for some time now and it is not unreasonable to expect a financial agreement to emerge at some stage, possibly later this year reference Docetaxel and next year reference G-CSF, if the latter trials prove successful